JOB OVERVIEW:

This position is 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: 

Basic understanding of industry practicesGeneral proficiency with tools, systems, and proceduresBasic planning/organizational skills and techniquesGood decision making, analysis and problem-solving skillsGood verbal and written communication skillsBasic presentation and public speaking skillsBasic interpersonal skillsDeveloping professional credibility

MINIMUM WORK EXPERIENCE: 

Typically 2 to 4 years of related professional experience.

PREFERRED EDUCATION: 

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

TRAVEL / PHYSICAL DEMANDS:

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

KNOWLEDGE: 

Intermediate level professional; developing knowledge within own discipline. Some evaluation, originality or 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 issues.

COMPLEXITY: 

Work on problems of limited to 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 straightforward problems. Exercise judgment within defined procedures and practice to determine appropriate action. Build productive internal/external working relationships.

SUPERVISION: 

Receive a moderate level of instruction on day-to-day work and detailed instruction and guidance on new projects or assignments.

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.

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