Financial Operations LPS - Dallas, TX

Henry Schein•Irving, TX

About The Position

This position is responsible for overseeing a team that conducts financial modeling and due diligence for LPS clients and prospects. Key responsibilities include managing the valuation of prospects, preparing clients for acquisition, and guiding them through the closing process. Additionally, the role supports the operations across various silos of the organization and involves managing both direct and indirect reports.

Requirements

Strong working knowledge of U.S. GAAP
Strong financial analysis and analytical abilities
Proficient in Microsoft Excel and Word
Excellent verbal and written communications
Well organized with an ability to prioritize and manage multiple projects at various stages
Excellent management and leadership skills and ability to attract, retain, motivate, develop and mentor team members for high performance
Outstanding verbal and written communication skills and ability to resolve disputes effectively
Outstanding presentation and public speaking skills
Outstanding independent decision making, analysis and problem solving skills
Understand, interpret and act on financial information that contributes to business profitability
Ability to plan and manage complex and successful projects; understand available resources, develop timeline, budget and assign areas of responsibility
Lead teams to achieve company goals and solve complex business issues in creative and effective ways
Outstanding planning and organizational skills and techniques
Communicate effectively with senior management and key stakeholders
Strong negotiating skills and ability to effectively manage internal and external relationships
Ability to influence, build relationships, understand organizational complexities, manage conflict and navigate politics
Broad and wide-range of professional and managerial skills with a full understanding of industry practices and company policies and procedures
Ability to lead and develop virtual teams
Outstanding in multiple technical and business skills
Typically 10 or more years of increasing responsibility and complexity in terms of any applicable professional experience; 3 or more years of management experience. Including 5 years’ experience in financial accounting.

Nice To Haves

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

Responsibilities

Foster a team culture centered on "white glove" client service.
Create, document, and enforce departmental and organizational policies and procedures.
Monitor project statuses, tracking client transactions, and utilizing this data for pipeline progress and revenue forecasting.
Effectively managing difficult conversations with business owners and dentists, addressing customer problems and resolving issues in a professional and constructive manner.
Manage team workloads, forecast staffing needs, provide guidance, and ensure projects are efficiently completed.
Ensure high-quality deliverables from the team.
Collaborate with legal teams to resolve closing issues and escalate when necessary.
Leverage external contacts and internal resources to meet client needs.
Coordinate with business development and ownership teams to communicate real-time issues and deal considerations.
Collaborate with other departments to update priorities and timelines.
Support continuous improvement by offering creative solutions to enhance operations.
Continuously improve team efficiency, communication, and work product.
Track and report KPIs and key data accurately.
Prepare, analyze, and present data insights for management.
Demonstrate strong decision-making and conflict resolution skills, particularly during the client closing process.