US Valuations Manager (M&A), LPS
Henry Schein, Fort Worth, TX, United States
Overview
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US Valuations Manager (M&A), LPS
role at
Henry Schein . This position is responsible for supporting a high-volume, industry-leading sell-side advisory firm known for delivering exceptional results in complex M&A transactions. Responsible for driving financial modeling, valuation analyses, and QoE assessments across a diverse portfolio of transactions. Applies deep analytical expertise and business acumen to support deal execution and strategic decision-making. Maintains a high level of organization and attention to detail, leveraging prior experience in corporate finance or investment banking to contribute to the success of the advisory team.
Key Responsibilities
Lead the creation and ownership of advanced financial valuation models supporting multi-million-dollar transactions, incorporating detailed revenue/expense analysis, EBITDA adjustments and scenario planning
Analyze financial documents including P&Ls, payroll data, balance sheets and revenue reports to ensure completeness, accuracy and defensible of client data
Identify and validate addbacks, normalization adjustments, and go-forward cost structures; provide strategic guidance to clients on how these impact enterprise value
Review and tie out supporting documentation to financial models, ensuring data integrity and alignment with transaction narratives
Collaborate directly with clients to explain financial assumptions, clarify variances and build a deep understanding of their business performance
Substantiate financial transactions by reviewing documents including proofing and tying out payroll, revenue reconciliation, P&L detail scrubbing and balance sheet review.
Problem solving when go forward expenses aren’t captured in current financials and model accordingly
Reconcile financial information by collecting and analyzing bank account information.
Client facing review of expenses to confirm addbacks, go forward expenses and any variances to ensure accurate financial modeling while also educating clients on the impact that this has on their transaction.
Supporting deal team, through collaborative creation and completion of virtual data room for sales process
Review and finalize completed valuations to send to supervisor (EVP of Finance & Operations) for review and approval
Quickly and accurately answer questions submitted by potential buyers regarding financial models, provide backup and source data for any significant adjustments to historical financials
Collaborating with external QoE teams, prospective buyers (DSOs), investment banks, and private equity firms
Review, researching and coaching clients on submitted questions before the management call.
Conduct thorough financial due diligence and valuation analyses through the QoE
Evaluate and analyze any differences in QoE results, reconciling with the QoE team when needed. In the case of decreases in value, confidently explain variances and causations to the client.
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 assigned by the supervisor.
This position is not authorized to offer legal advice.
Specific Knowledge & Skills
Computer knowledge: Word, Excel, Windows, Google Suite, Smartsheet as well as internet basics.
Deep understanding of accounting principles and financial statement preparation.
Familiarity with common accounting programs like QuickBooks.
Mathematical aptitude and computer applications skills required.
Deep understanding of Private Equity and their investments, particularly in multisite healthcare/dental space
Strong command of EBITDA normalization, proforma adjustments and scenario/sensitivity analysis
General Skills & Competencies
Excellent understanding of industry practices
Strong proficiency with tools, systems, and procedures
Excellent planning/organizational skills and techniques
Excellent independent decision making, analysis and problem-solving skills
Outstanding verbal and written communication skills
Excellent presentation and public speaking skills
Excellent interpersonal skills
Excellent conflict resolution skills and ability to deliver difficult messages
Ability to build partnerships at all levels within the company
Resolve complex issues in effective ways
Project management, consultative skills and ability to manage a budget
Specialist in multiple technical and/or business skills
Ability to cultivate and develop lasting internal and external customer relations
Minimum Work Experience Typically 8 or more years of increasing responsibility and complexity in terms of any applicable professional experience.
Preferred Education Typically a Bachelor\'s Degree or global equivalent in related discipline. Master\'s degree or global equivalent preferred. May hold two or more industry certifications.
Travel / Physical Demands Travel typically less than 10%. Office environment. No special physical demands required.
Equal Employment Opportunity 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
Job Details
Seniority level: Associate
Employment type: Full-time
Job function: Finance and Analyst
Industries: Medical Equipment Manufacturing
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US Valuations Manager (M&A), LPS
role at
Henry Schein . This position is responsible for supporting a high-volume, industry-leading sell-side advisory firm known for delivering exceptional results in complex M&A transactions. Responsible for driving financial modeling, valuation analyses, and QoE assessments across a diverse portfolio of transactions. Applies deep analytical expertise and business acumen to support deal execution and strategic decision-making. Maintains a high level of organization and attention to detail, leveraging prior experience in corporate finance or investment banking to contribute to the success of the advisory team.
Key Responsibilities
Lead the creation and ownership of advanced financial valuation models supporting multi-million-dollar transactions, incorporating detailed revenue/expense analysis, EBITDA adjustments and scenario planning
Analyze financial documents including P&Ls, payroll data, balance sheets and revenue reports to ensure completeness, accuracy and defensible of client data
Identify and validate addbacks, normalization adjustments, and go-forward cost structures; provide strategic guidance to clients on how these impact enterprise value
Review and tie out supporting documentation to financial models, ensuring data integrity and alignment with transaction narratives
Collaborate directly with clients to explain financial assumptions, clarify variances and build a deep understanding of their business performance
Substantiate financial transactions by reviewing documents including proofing and tying out payroll, revenue reconciliation, P&L detail scrubbing and balance sheet review.
Problem solving when go forward expenses aren’t captured in current financials and model accordingly
Reconcile financial information by collecting and analyzing bank account information.
Client facing review of expenses to confirm addbacks, go forward expenses and any variances to ensure accurate financial modeling while also educating clients on the impact that this has on their transaction.
Supporting deal team, through collaborative creation and completion of virtual data room for sales process
Review and finalize completed valuations to send to supervisor (EVP of Finance & Operations) for review and approval
Quickly and accurately answer questions submitted by potential buyers regarding financial models, provide backup and source data for any significant adjustments to historical financials
Collaborating with external QoE teams, prospective buyers (DSOs), investment banks, and private equity firms
Review, researching and coaching clients on submitted questions before the management call.
Conduct thorough financial due diligence and valuation analyses through the QoE
Evaluate and analyze any differences in QoE results, reconciling with the QoE team when needed. In the case of decreases in value, confidently explain variances and causations to the client.
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 assigned by the supervisor.
This position is not authorized to offer legal advice.
Specific Knowledge & Skills
Computer knowledge: Word, Excel, Windows, Google Suite, Smartsheet as well as internet basics.
Deep understanding of accounting principles and financial statement preparation.
Familiarity with common accounting programs like QuickBooks.
Mathematical aptitude and computer applications skills required.
Deep understanding of Private Equity and their investments, particularly in multisite healthcare/dental space
Strong command of EBITDA normalization, proforma adjustments and scenario/sensitivity analysis
General Skills & Competencies
Excellent understanding of industry practices
Strong proficiency with tools, systems, and procedures
Excellent planning/organizational skills and techniques
Excellent independent decision making, analysis and problem-solving skills
Outstanding verbal and written communication skills
Excellent presentation and public speaking skills
Excellent interpersonal skills
Excellent conflict resolution skills and ability to deliver difficult messages
Ability to build partnerships at all levels within the company
Resolve complex issues in effective ways
Project management, consultative skills and ability to manage a budget
Specialist in multiple technical and/or business skills
Ability to cultivate and develop lasting internal and external customer relations
Minimum Work Experience Typically 8 or more years of increasing responsibility and complexity in terms of any applicable professional experience.
Preferred Education Typically a Bachelor\'s Degree or global equivalent in related discipline. Master\'s degree or global equivalent preferred. May hold two or more industry certifications.
Travel / Physical Demands Travel typically less than 10%. Office environment. No special physical demands required.
Equal Employment Opportunity 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
Job Details
Seniority level: Associate
Employment type: Full-time
Job function: Finance and Analyst
Industries: Medical Equipment Manufacturing
#J-18808-Ljbffr