Due Diligence Coordinator

Summary

Partnerships for Dentists is a growing Dental Support Organization partnered with dental practices across multiple states. The Due Diligence Coordinator will organize and advance dental practice acquisitions from initial review and due diligence through closing, coordinating information, documents, deadlines, analyses, and communications with internal and external stakeholders.

Responsibilities

• Coordinating due diligence and keeping projects on track
• Organizing and reviewing financial and practice information
• Managing spreadsheets, Smartsheet, and other systems
• Tracking documents, deadlines, questions, and follow-up items
• Assisting with financial analysis, reporting, forecasting, and modeling
• Communicating with a variety of people and helping ensure a smooth acquisition process
• Identifying potential issues and bringing them to leadership's attention

Skills

• Exceptionally organized with strong follow-through
• A clear and professional written and verbal communicator
• Friendly, approachable, and comfortable working with different personalities
• Detail-oriented and able to manage multiple priorities
• Comfortable working with spreadsheets, systems, and detailed information
• Proficient in Excel
• Experienced with Smartsheet; Wrike experience is a plus
• Comfortable working independently and taking ownership
• Experienced in finance, accounting, financial analysis, or modeling is a strong plus, but not required

Qualifications

Must Haves

• Exceptionally organized with strong follow-through
• A clear and professional written and verbal communicator
• Friendly, approachable, and comfortable working with different personalities
• Detail-oriented and able to manage multiple priorities
• Comfortable working with spreadsheets, systems, and detailed information
• Proficient in Excel
• Experienced with Smartsheet; Wrike experience is a plus
• Comfortable working independently and taking ownership

Nice to Haves

• Experienced in finance, accounting, financial analysis, or modeling is a strong plus, but not required

Benefits

• UnitedHealthcare medical insurance
• Dental insurance
• Vision insurance
• Accrual-Based Paid Time Off (PTO) Policy
• Paid holidays
• Company-paid life insurance
• 401(k) with company match
• A supportive, people-focused culture
• Opportunity to grow with a rapidly expanding organization
• Remote work environment
• The opportunity to work directly with leadership and play an important role in our continued growth