Valuation Analyst - NDP

Summary/Objective 

Reporting to the Head of Valuation, the Valuation Analyst plays a critical role in providing comprehensive financial analysis and valuation services to clients within the dental industry. This position involves analyzing financial statements, tax returns, and other operational data to determine accurate estimates of value for dental practices. The Valuation Analyst will educate clients on industry-standard valuation methods and necessary adjustments tailored to their specific engagements, ensuring they understand the valuation process and outcomes. 

Essential Functions  

1. Gather and analyze client financial information, including tax returns and operational data, to support financial analysis and valuation work

2. Evaluate financial data to identify trends, anomalies, and key business insights

3. Develop analysis and deliverables that address client questions and support informed decision‑making

4. Collaborate with internal teams to formulate financial recommendations based on analysis performed

5. Maintain professional client communication by responding to inquiries and supporting ongoing information gathering

Responsibilities and Duties 

• Communicate with clients to gather and validate relevant financial information

• Analyze financial statements, tax returns, and operational data for dental practices to support financial analysis and valuation estimates

• Evaluate financial data to identify trends, variances, and anomalies

• Develop thoughtful and effective deliverables that address client questions and provide clear solutions

• Collaborate with team members to develop financial recommendations and insights based on analysis performed

• Assess the economic performance of client businesses and the broader dental industry to support detailed valuation reports and other written deliverables

• Contribute to ad hoc projects and team initiatives as needed

• Respond to client inquiries in a professional, timely, and service‑oriented manner

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.