Valuations Specialist/Analyst, LPS

JOB OVERVIEW:

This position will be responsible for preparing financial models for doctors throughout the client lifecycle, from review and analysis of documentation received and follow up with the client to generate a superior and professional financial model.

KEY 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.

*This position is not authorized to offer legal advice.

SPECIFIC KNOWLEDGE & SKILLS:

• 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

GENERAL SKILLS & COMPETENCIES:

• Good understanding of industry practices
• Proficient with tools, systems, and procedures
• Basic planning/organizational skills and techniques
• Good decision making, analysis and problem solving skills with ability to multi-task
• Good verbal and written communication skills
• Good presentation and public speaking skills
• Good interpersonal skills
• Basic conflict resolution skills
• Developing professional credibility

KNOWLEDGE:

• Advanced intermediate level professional; knowledge within own discipline and developing basic knowledge of organization, processes and customers. Good judgment, sound analytical ability, evaluation, originality and ingenuity required to perform tasks. Frequently apply the fundamental concepts, practices, and procedures of a particular field. Apply company policies and procedures to resolve a variety of routine and non-routine issues.

COMPLEXITY:

• Work on problems of moderate scope and impact where analysis of situations or data requires a review of a variety of factors. Analyze possible solutions using standard procedures to solve a range of straightforward problems; may recommend solutions to business challenges. Demonstrate good judgment within defined procedures and practices for obtaining solutions. Build productive internal/external working relationship

SUPERVISION:

• Receive a moderate level of instruction on day-to-day work and general instruction on new projects or assignments. Assignments can be broad in nature.

PERFORMANCE REQUIREMENTS:

Typically, to advance to a new job level, TSMs must demonstrate professional behavior and should consistently be at the high-end of meets expectations or consistently exceed expectations.

MINIMUM WORK EXPERIENCE:

Typically 2 to 4 or more years of increasing responsibility in terms of any applicable professional experience.

PREFERRED EDUCATION:

Typically a Bachelor's Degree or global equivalent in related discipline.

TRAVEL / PHYSICAL DEMANDS:

Travel typically less than 10%. Office environment. No special physical demands required.

Henry Schein, Inc.is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.

For more information about career opportunities at Henry Schein, please visit our website at: www.henryschein.com/careers