JOB OVERVIEW:

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.

KEY 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.

• 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