2027 Kaufman Hall Analyst Program - Mergers & Acquisitions Analyst

Vizient, Inc; Chicago (IL); On-site; USD 70,000 - 95,000; Full time

Job summary

Kaufman Hall is seeking an Analyst to join the Mergers & Acquisitions team as part of the 2027 Kaufman Hall Analyst Program in Chicago. You will support buy-side and sell-side advisory, and financial modeling on enterprise projects.

During the program you’ll be staffed on client engagements, work with senior staff, and gain hands-on experience with Excel, PowerPoint and Power BI while maintaining a strong focus on integrity and results.

Qualifications

• Excellent analytical, quantitative, and financial modeling skills.
• Strong technical skills including Excel, PowerPoint, and Word.
• Self-motivated with initiative on project components.
• Excellent interpersonal and presentation skills; high integrity.
• Willingness to travel on occasion; US work authorization required.

Responsibilities

• Supporting multiple M&A engagements concurrently.
• Developing and applying industry-leading financial analyses and models.
• Analyzing and interpreting financial statements, valuations, and debt derivatives.
• Managing timelines, agendas, notes, and client communications.
• Preparing client-ready presentations and materials for boards.
• Collaborating with junior to senior staff across the practice.
• Delivering high-quality work with integrity.

Skills

Analytical skills

Financial modeling

Excel

PowerPoint

Communication skills

Education

Bachelor’s degree in business/finance/economics

Tools

Power BI

Word

Job description

When you’re the best, we’re the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Kaufman Hall We help society’s healthcare organizations (hospitals and health systems) to achieve their full potential in service to others. We are our clients’ trusted partners in ever-changing times. For 40 years, Kaufman Hall has provided independent healthcare consulting and objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems.

Kaufman Hall provides world-class healthcare consulting for our healthcare providers across the country, with services including: Revenue & Operations Improvement, Strategy & Business Transformation, Mergers & Acquisitions, Financial Planning, and Treasury & Capital Markets.

The Position Kaufman Hall is seeking an Analyst to join the Mergers & Acquisitions team as part of the 2027 Kaufman Hall Analyst Program.

The Mergers, and Acquisitions practice has been involved in hundreds of strategic transaction advisory engagements, and have participated in many of the largest, most significant, and innovative hospital and health system transactions. Using a comprehensive and integrated approach to strategic healthcare partnerships, we provide a range of services to healthcare companies, including buy-side advisory, joint venture advisory, sell-side advisory, strategic options assessments, and valuations/fairness opinions.

The Mergers & Acquisitions practice is seeking self-motivated, intellectually curious professionals with a genuine interest in healthcare to join our 2027 Kaufman Hall Analyst Program. This program provides Analysts interested in investment banking, buy and sell-side transactions, capital funding, debt/advisory work and financial modeling with the opportunity to work with our enterprise-level healthcare clients to help solve some of their most pressing issues. During the course of the Analyst Program, Analysts will be staffed on client engagements and support the delivery of strategic and financial-related services to our clients, working alongside Associates, Senior Associates, AVPs, VPs, SVPs, and Managing Directors. Following an initial three-week training and onboarding period of intensive classroom training on the current healthcare landscape (Healthcare 101) and core skills (Excel, PowerPoint, Power BI), Analysts will be staffed on multiple client engagements.

Primary Responsibilities

• Supporting multiple M&A engagements at any given time
• Creating and applying industry-leading solutions to the most challenging strategic and organizational issues facing our clients
• Developing, analyzing, and interpreting financial, valuation, and debt and derivative models
• Keeping apprised of projects to ensure critical milestones are met, timelines are adhered to and changes are properly communicated
• Scheduling client meetings, drafting agendas, taking and circulating meeting notes, and fulfilling other client management support roles
• Building presentations and completed work product to be presented to clients and Board members
• Supporting the needs of the practice beyond client-specific work as required
• Delivering high quality work with integrity

Qualifications

We are seeking highly motivated individuals with a strong history of academic excellence and leadership, personally and professionally. In addition, the successful candidate will possess the following attributes:

• Excellent analytical, quantitative, and financial modeling skills
• Solid technical and analytical computer skills including proficiency in Microsoft Excel, PowerPoint, Word, and other analytical tools
• Self-motivated; ability to take initiative on assigned project components
• Excellent interpersonal skills and good presentation skills
• A career-motivated professional who is energetic and possesses a superb work ethic
• A high degree of integrity and strong moral and ethical standards
• Current Permanent US Work Authorization Required
• Willingness and ability to travel, sometimes on short notice, on a limited basis

Education

• Bachelor’s degree with a concentration in business, finance, accounting, analytics, economics and/or healthcare administration is strongly preferred

Physical requirements

Must be able to perform essential duties satisfactorily with reasonable accommodations. Work is generally done sitting, talking, hearing and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading.

Travel Required

Occasional 0-10%.

The role is based in Chicago. Work is regularly performed in a combination of office, home office, and client settings, and routinely uses standard office equipment. It may require the maintenance of a home office and proximity to an airport for work related travel.

Kaufman Hall is committed to providing equal opportunity for all employees and applicants. We recruit, hire, train, promote, pay, and administer all employment actions without regard to actual and also perceived or assumed protected group status as defined by law of an individual or that individual’s associates or relatives. Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status.

Estimated Hiring Range: At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $0.00 to $0.00. This position is also incentive eligible.

Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.

Working at Vizient means shaping the future of healthcare, every day. Alongside our clients, we’re building a healthier, more human healthcare system. We connect people, data, and solutions to enable healthcare organizations to improve financial sustainability, enhance system performance, and deliver better care.

Headquartered in Irving, Texas, with 11 offices across the United States, Vizient has more than 5,000 employees who bring deep expertise and a shared commitment to transforming healthcare. Together, we’re solving some of the industry's most complex challenges while creating opportunities to learn, grow, and drive lasting change for healthcare organizations and the communities they serve. Through our enterprise of companies, we deliver meaningful impact across the continuum of care: Apexus—The exclusive contractor for 340B Drug Pricing Program, managed by the Health Resources and Services Administration aptitude—The industry’s first online direct contracting market, supporting self-contracting activity between hospitals and suppliers. Kaufman Hall—Leading healthcare advisory services to support our clients in achieving financial, clinical, and operational excellence. Provista—Proven supply chain partner specializing in extended, diagnostic, and preventive care facilities, including surgery centers, home health, and senior living