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.

Education and Experience

• Minimum 2 years valuation, analysis, or relevant experience required

• Bachelor's degree in Accounting, Finance, or related field required

• CPA or CVA strongly preferred

• 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

Travel


Minimal overnight and out-of-state travel may be required.


Work Environment


This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.


Physical Demands


This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.


Position Type and Expected Hours of Work


This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. This role offers a hybrid work arrangement; at least 3 days in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate.


Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $70,000.00 - Maximum: $85,000.00 USD

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

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at View email address on click.appcast.io. Your concerns will be handled with the utmost confidentiality and care.