Director, Healthcare M&A & Performance Improvement

CFA Institute; Houston (TX); On-site; USD 165,000 - 180,000; Full time

Job summary

Alvarez & Marsal (A&M) is seeking a Director in its Healthcare Industry Group to lead teams through M&A diligence, integrations, and separations. You will own end‑to‑end delivery, coordinate data gathering, modeling, and client updates, and mentor junior staff.

The role requires 8+ years in healthcare consulting or operations, strong financial modeling, advanced Excel/PowerPoint, and experience with Tableau/Power BI.

Qualifications

• Eight years of healthcare consulting or healthcare operations experience.
• Experience with M&A transactions and/or healthcare operations.
• Ability to work under pressure with stringent timelines.
• Ability to identify key operational performance drivers and flexibility to support a broad array of clients.
• Experience managing client engagements, deliverables and workstreams while mentoring junior staff.
• Excellent verbal and written skills, with the ability to communicate with and present information to all levels of client personnel.
• Willingness and ability to travel as required.

Responsibilities

• Lead clients and internal teams through the full M&A lifecycle, including operational/synergy due diligence, carve-outs and integration planning and execution.
• Develop hypotheses around potential value levers in M&A transactions based on industry experience and specifics of client situation.
• Conduct interviews with senior Client and Target stakeholders.
• Rapidly analyzing various types of financial and operational data to assess potential value levers.
• Supporting Day 1 planning, operating model definition and transaction execution initiatives.
• Identifying value creation opportunities, including assessing areas for cost reduction through efficiencies such as redesigned organizational structures and redundant services.
• Improving client tracking tools and developing KPIs and metrics to identify and quantify quality and operational performance improvement opportunities.
• Managing and supporting engagement economics and overall product delivery, budgeting, and timely billing & collections including managing the implementation risk and profitability for smaller-scale projects.
• Communicating and engaging with clients to foster compatible relationships and provide high-quality updates both written and verbal.
• Managing performance of project teams, including assigning and delegating project responsibilities and providing on-the-job coaching and constructive feedback.
• Engaging in c-suite and board level conversations regarding the challenges facing clients and strategic initiatives for solving them.
• Developing transition and hand off plans to ensure that improvements are sustainable.
• Acting as integral member of sales team developing significant portions of proposal and pitch documents.
• Building relationships with clients and seeking opportunities to expand the scope of business while generating leads.
• Managing and mentoring junior staff including training and development.

Skills

Excel proficiency

PowerPoint

Visio

Tableau

Power BI

SQL

SPSS

Financial modeling

Leadership

Education

BA/BS degree in Accounting/Finance or related

MBA/MS in Accounting/Finance or related

CPA/CFA or progress toward

Tools

Excel

PowerPoint

Visio

Tableau

Power BI

SQL

SPSS

Job description

Alvarez & Marsal (A&M) is seeking a Director in its Healthcare Industry Group to lead teams through M&A diligence, integrations, and separations. You will own end‑to‑end delivery, coordinate data gathering, modeling, and client updates, and mentor junior staff.

The role requires 8+ years in healthcare consulting or operations, strong financial modeling, advanced Excel/PowerPoint, and experience with Tableau/Power BI.