Healthcare M&A Diligence & Growth Analyst

The Specialty Alliance; Fort Lauderdale (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

The Specialty Alliance in Fort Lauderdale is seeking a seasoned acquisitions financial analyst to prepare and guide due diligence for potential physician service acquisitions. You will analyze pro forma statements, coordinate cross-functional teams, and present findings to leadership to enable informed decision-making.

Responsibilities include leading diligence workstreams, evaluating contracts, building financial models, and maintaining key spreadsheets for projected statements.

Qualifications

• Bachelor’s degree in Accounting or Finance or related field and 4+ years of relevant experience required; Master’s Degree preferred.
• Minimum of two (2) years of related experience required; healthcare experience preferred; corporate development experience preferred.
• Fundamental understanding of accrual-based accounting and the impact on financials; experience creating and maintaining P&L statements preferred.
• Experience reconciling various financial systems; project management experience is a plus; Microsoft Excel required.

Responsibilities

• Develop Pro Forma statements for organic growth opportunities through communication with various company departments
• Present Pro Forma statements for organic growth opportunities to company, physician, and operations leadership
• Lead project management meetings for organic growth opportunities and oversee the various workstreams to completion
• Participate, coordinate, and analyze valuation and due diligence efforts for potential acquisitions between internal decision makers and other internal resources, management and other key personnel of the company being acquired, and third-party resources, including, but not limited to outside counsel, accounting firms, and brokers for both parties
• Perform the financial analyses, including but not limited to review of financial statements and business contracts, interviewing key personnel from the practice in order to better understand their business processes, develop prospective revenue and budget models, perform site visits as necessary, and provide management with a clear and concise diligence report to assist with the decision making
• Prepare and analyze pro-forma and historical financial statements and valuation model building, including presentations to senior management.
• Creation and maintenance of key spreadsheets used in preparation of projected financial statements.
• Understand and interpret documents related to the physician services industries and healthcare industry.
• Review target acquisition contracts and all other material agreements for business terms and possible restrictions on expansion, as well as develop strategy to maximize profitability and growth of acquisition target.
• Participation in overall analysis of proposed projects from financial and operational perspectives.
• Assist Senior Team members in preparation of a financial offer based on the financial model.
• Support due diligence process and perform financial and operational analysis for acquisitions.
• Be a point of contact for internal and external diligence related questions and concerns
• Identify key internal personnel within various functional areas critical to the due diligence process and keep them informed of any material items that are found during diligence that are pertinent to their respective areas.
• Establish and coordinate regularly scheduled internal diligence meetings with key personnel to discuss acquisitions currently in the pipeline
• Provide status updates to key internal personnel throughout the diligence process
• Read and abide by the company’s code of conduct, ethics statements, employee handbook(s), policies and procedures and other corporate mandates, including participation in mandatory training programs
• Report any real or suspected violation of the corporate compliance program, company policies and procedures, harassment or other prohibited activities in accordance with the reporting policies of the company
• Obtain clarification of policy whenever necessary and may use the resources available through the Compliance, Human Resources or Legal Department to do so
• Perform other duties as assigned or requested.

Skills

Financial analysis

Pro forma

Project management

Microsoft Excel

Valuation

Due diligence

Education

Bachelor’s degree in Accounting or Finance or related field

Master’s degree preferred

Tools

Microsoft Excel

Job description

The Specialty Alliance in Fort Lauderdale is seeking a seasoned acquisitions financial analyst to prepare and guide due diligence for potential physician service acquisitions. You will analyze pro forma statements, coordinate cross-functional teams, and present findings to leadership to enable informed decision-making.

Responsibilities include leading diligence workstreams, evaluating contracts, building financial models, and maintaining key spreadsheets for projected statements.