Valuations Specialist/Analyst, LPS
About the position
Responsibilities
• Processing financial documentation: Reviews and analyzes information from Dental Transaction Coordinators and clients and cross reference with valuation models to ensure complete and accurate; tracks and communicates missing items to DTC. • Present data in a concise, visually pleasing manner. • Substantiate financial transactions by reviewing documents including proofing and tying out payroll and revenue entries. • Reconcile financial information by collecting and analyzing account information.
• Review and finalize completed valuations (self and team members) to send to supervisor for review and approval; update Smartsheet. • Quickly and accurately answer buyer questions regarding financial models and information. • Cross trained in all areas of the financial analysis department, including taking incoming client valuation calls and preparing incoming client models. • Participates in special projects and performs other duties as requested by supervisor. Requirements
• Computer knowledge: Word, Excel, Windows, Google Suite, as well as internet basics.
• Understanding of Accounting principles and financial statement preparation. • Familiarity with common accounting programs like QuickBooks. • Mathematical aptitude and computer applications skills required. • Typically 2 to 4 or more years of increasing responsibility in terms of any applicable professional experience. Nice-to-haves
• Typically a Bachelor's Degree or global equivalent in related discipline.Apply Now
Apply Now
Responsibilities
• Processing financial documentation: Reviews and analyzes information from Dental Transaction Coordinators and clients and cross reference with valuation models to ensure complete and accurate; tracks and communicates missing items to DTC. • Present data in a concise, visually pleasing manner. • Substantiate financial transactions by reviewing documents including proofing and tying out payroll and revenue entries. • Reconcile financial information by collecting and analyzing account information.
• Review and finalize completed valuations (self and team members) to send to supervisor for review and approval; update Smartsheet. • Quickly and accurately answer buyer questions regarding financial models and information. • Cross trained in all areas of the financial analysis department, including taking incoming client valuation calls and preparing incoming client models. • Participates in special projects and performs other duties as requested by supervisor. Requirements
• Computer knowledge: Word, Excel, Windows, Google Suite, as well as internet basics.
• Understanding of Accounting principles and financial statement preparation. • Familiarity with common accounting programs like QuickBooks. • Mathematical aptitude and computer applications skills required. • Typically 2 to 4 or more years of increasing responsibility in terms of any applicable professional experience. Nice-to-haves
• Typically a Bachelor's Degree or global equivalent in related discipline.Apply Now
Apply Now