Valuation Analyst - NDP

Cain Watters & Associates•Frisco, TX

4h•Hybrid

About The Position

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.

Requirements

Minimum 2 years valuation, analysis, or relevant experience required
Bachelor's degree in Accounting, Finance, or related field required
Must be detail oriented with strong organizational and analytical skills
Advanced knowledge of Microsoft Office (emphasis on Excel)
Excellent Communication skills (both verbal and written)
Strong initiative and ability to manage multiple projects as well as strong follow through skills
Ability to complete projects timely and accurately critical
Self-starter, able to initiate projects as well as successful follow through on project
Above average level of organizational and prioritizing skills
Ability to work well with others in fast paced, dynamic environment

Nice To Haves

CPA or CVA strongly preferred

Responsibilities

Gather and analyze client financial information, including tax returns and operational data, to support financial analysis and valuation work
Evaluate financial data to identify trends, anomalies, and key business insights
Develop analysis and deliverables that address client questions and support informed decision‑making
Collaborate with internal teams to formulate financial recommendations based on analysis performed
Maintain professional client communication by responding to inquiries and supporting ongoing information gathering
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

Benefits

Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs