Henry Schein

Compensation

Full Description

JOB OVERVIEW: This position is responsible for collaborating with the Dental Practice Transitions (DPT) valuations and sales teams in processing reporting, evaluating data and preparing final practice valuation documentation output for the benefit of Clients of DPT. From review, preparation and analysis of practice and financial records and submitted supporting information, to specific data entry into existing financial workspaces, Salesforce.com CRM and document templates, the individual in this role will be required to support, promote and deliver accuracy and consistency with acute attention to detail in contributing to the production of professional and market superior valuation products. KEY RESPONSIBILITIES: Processing valuation documentation: Track missing items and communicate with DPT Transition Sales Consultants (TSC) to facilitate completion of the package, including the preparation of communication for the TSC to follow-up directly with clients and/or their professional advisors (i.e. Accountants) until all necessary documentation is received Analyze missing or incorrect information and independently advise on the appropriate next steps to move the package forward in the evaluation process Apply thorough understanding of financial acumen in review of complex financial, tax and practice management documentation Update TSC, DPT Sales Support Specialist (SSS) and TSC’s Regional Manager on package and maintain current progress status and all related communications in Salesforce.com Review and analyze financial records: Process, review and evaluate tax returns and other financial statements provided by TSCs/SSSs on behalf of DPT Clients and cross reference with CRM (Salesforce) to ensure complete and accurate records (updating CRM where directed by DPT Valuations Team Management) Identify key areas within financial documentation, assessing consistency and performance within measured practice and industry norms for further analysis Upon final review, update process status and documentation Enter data to prepare valuation into Salesforce.com and templates provided, including data from questionnaires and supplementary reporting, where required Maintain detailed records of review, requests and status updates in Salesforce.com Prepare practice proforma and prospectus documentation: Within the scope of the project, in-depth review and analysis of financial statements and other related/similar documentation as provided by practice Owner (and/or counsel) Scrutinize financial and other data comparing industry standards and practice norms Develop and present questions to aid in analysis of data Determine and make substantiated adjustments based on information provided by Doctor, CPA, TSC, documented resources and historical data and others involved in the transaction so to develop a model picture of the business Where directed, review contributory data sources and other resources so to establish a suggested or opinion of value for cases whereby typical valuation methodologies or circumstances do not allow for a full evaluation Finalize proforma / cash flow documentation for Management approval Edit, finalize and deliver to TSC practice financial package for listing, as required Where required, redact documentation as per company policy, compiling data and preparing documentation for valuation preparation Professionally and expertly respond to inquiries from clients (through TSC/SSS/RSM) or management regarding valuation results, process or methodology Complete self and peer review of valuation packages after check-in and prior to processing to ensure no errors or missing information so to improve operational efficiency, reduce production time and increase accuracy with specific focus on providing the highest-level end product and client experience Participate in all areas of the valuation department through cross-training, including the preparation of Tangible Asset (equipment only) valuations and cash flow summaries. Participating in special projects and performing other duties as requested by supervisor. * This position is not authorized to offer legal advice. SPECIFIC KNOWLEDGE & SKILLS: Computer knowledge: Microsoft Office including Word and Excel, Microsoft Windows, Microsoft Outlook and Teams, Salesforce.com (with provided training), Microsoft OneDrive and Progress ShareFile as well as internet basics including the ability to broadly and specifically search sites for data Elevated proficiency in Microsoft Excel, Word, Teams, Outlook, PowerPoint, OneDrive and associated web applications. Experience with dental practice transition and sales processes and foundations of practice value strongly preferred Understanding of financial documentation including Tax Returns (state and federal), depreciation schedules, payroll / W-2 documentation as well as Financial Statements (Income / Profit and Loss Statements and Balance Sheets) Ability to read and digest dental practice management and related business reporting (all systems) Mathematical aptitude and computer applications skills required GENERAL SKILLS & COMPETENCIES: Strong understanding of industry practices, operational and financial norms and practice transitions/value High proficiency with provided tools, systems, and procedures Excellent decision making, analysis and problem-solving skills with ability to multi-task Strong time management skills and the ability to prioritize work Exceptional level of attention to detail and accuracy Client service oriented and ability to work with and resolve complex issues Excellent interpersonal communication skills Exceptional written and verbal communication skills Ability to: Maintain highly sensitive information and the confidentiality of client identifying and provided information Plan and arrange daily work activities to ensure efficiency and productivity Think and deliver results analytically Work effectively under pressure Present structured, developed and data supported results Multi-task Work in a team environment Oversee small projects Manage conflict Identify and recommend continuous improvement opportunities Establish productive working relationships at multiple levels within the organization MINIMUM WORK EXPERIENCE: Typically, 3 to 5 years of related valuations / financial analysis experience with preference of knowledge in dental practice transitions consulting and/or practice valuations. Intermediate understanding of business financials, including tax forms, depreciation schedules, financial statements, balance sheets, payroll reports as well as practice management reporting, and other practice business related documentation. PREFERRED EDUCATION: Typically Bachelor’s degree or higher in a related field of study preferred (finance or accounting degree preferred). TRAVEL / PHYSICAL DEMANDS: Travel typically less than 10%. Office environment. No special physical demands required. The posted range for this position is $62,305 to $97,352 which is the expected starting base salary range for an employee who is new to the role to fully proficient in the role. Many factors go into determining employee pay within the posted range including prior experience, current skills, location/labor market, internal equity, etc. This position is eligible for a bonus not reflected in the posted range. Other benefits available include: Medical, Dental and Vision Coverage, 401K Plan with Company Match, PTO [or sick leave if applicable], Paid Parental Leave, Income Protection, Work Life Assistance Program, Flexible Spending Accounts, Educational Benefits, Worldwide Scholarship Program and Volunteer Opportunities. 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 Over 90 years ago Henry Schein borrowed $500 to start a corner pharmacy in Queens, New York, nearly 30 miles from Melville, New York, where our corporate headquarters resides today. In the depths of the Great Depression, Henry and his wife Esther made a bold bet on their future all while living their values of helping health happen and caring for their team and the community they served. Their belief paid off far beyond what Henry and Esther might have dared to imagine in 1932. Henry Schein is now a Fortune 500 Company powered by a network of people and technology to be the world’s leading provider of health care products, services and solutions to office-based dental and medical practitioners. Since our founding we have stayed true to Henry and Esther’s values which has allowed us to evolve, expand, and grow our Company. Now serving more than 1 million customers in 33 countries and territories, the Company's network of trusted advisors provides more than 1 million customers globally with more than 300 valued solutions that help improve operational success and clinical outcomes. We invite you to join approximately 25,000 Team Schein Members, who are critical to our success and are at the core of our Team Schein Values as our founders would have wanted. We live those values by ensuring that our culture focuses on the wellness of our team, which we accomplish by providing a safe space for individuals to develop and contribute authentically, with opportunities to give back to society and the communities where we live and work. No matter the role you are seeking, we encourage you to come be a part of a team that makes the world a healthier place. Henry Schein embraces diversity and is committed to providing equal opportunity to employees and applicants. If you are unable or limited in your ability to complete the application process, including the use or access of www.henryschein.com/careers, as a result of a physical or mental impairment, you can request reasonable accommodations. Please e-mail the appropriate email address below with the type of accommodation you are requesting. Please include your first and last name, phone number, position for which you are interested in applying and geographic location in your request. US Candidates: jobsupport@henryschein.com UK and Ireland Candidates: UKHSHRRecruitment@henryschein.co.uk Australia and New Zealand Candidates: APACCareers@henryscheinone.com Malaysia Candidates: CNHR@henryschein.com Italy Candidates: risorse.umane@henryschein.it It is important to us to offer different types of work arrangements. Please see the types we offer below: Work From Home: Work is performed directly from the TSM's home office. Hybrid: Time is scheduled between working from a TSM home office and at a company facility, as required. Onsite: Work is performed exclusively at a company facility. Field: Position requires traveling to different locations within a specific geographic territory, as assigned.