M & A Analyst - Torrance, CA

Optum; Torrance (CA); Hybrid; USD 73,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Equity stock purchase

401k contribution

Job summary

Optum is seeking an Analyst to support business combinations and strategic growth in the Western United States. You will build financial models (DCF, precedent transactions, comps) and analyze potential acquisitions and partnerships, collaborating with strategy, finance, and operations teams.

You will handle due diligence, deal execution, and executive-ready materials while maintaining accuracy and attention to detail in a fast-paced environment.

Qualifications

• Bachelor's degree in Economics, Finance, Accounting, or Business Administration.

Responsibilities

• Develop and maintain financial models to evaluate acquisitions, partnerships, and investments.

Skills

Financial modeling

DCF analysis

Precedent transactions

Comparable company analysis

Excel proficiency

PowerPoint

Word

Copilot across M365

Education

Bachelor's degree in Economics, Finance, Accounting, or Business Administration

Tools

Excel

PowerPoint

Word

Copilot in M365

Job description

For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us in making healthcare work better for everyone through people-led, responsible AI while Caring. Connecting. Growing together.

This role will be responsible for supporting OptumCare in business combinations and strategic growth initiatives by assisting in the evaluation and execution of healthcare services mergers, acquisitions, and partnership opportunities in the Western United States. The Analyst will work closely with teammates and leaders across all functions of the business, including strategy, finance, and operations. The Analyst will collaborate with a group of highly motivated teammates and be expected to successfully manage simultaneous work streams and effectively communicate analysis results among the team and with senior executives.

If you are located in Torrance, CA, you will follow a hybrid schedule with three in-office days per week.

Primary Responsibilities

• Develop and maintain financial models to evaluate acquisitions, partnerships, and strategic investments, including discounted cash flow (DCF) models, precedent transaction analysis, and comparable company and industry benchmarks
• Analyze the financial and operational impact of potential transactions, including revenue and cost synergies, cash flow implications, capital requirements, and key value drivers
• Support execution across the full development lifecycle, including opportunity evaluation, financial and operational due diligence, transaction structuring, and closing activities
• Assist with financial and operational due diligence, including data room review, detailed data analysis, issue identification, and coordination with internal functional teams
• Participate in diligence meetings and management presentations with target companies and work alongside external advisors, including investment bankers, legal counsel, and accounting firms
• Prepare investment memoranda, executive presentations, and analytical materials for senior leadership and investment committees, ensuring accuracy, clarity, and alignment with strategic objectives
• Research, screen, and evaluate potential acquisition and partnership opportunities, supporting target identification and development of the transaction pipeline
• Support ad hoc analytical and strategic projects, including tracking active and closed transactions, monitoring prior investments, and improving internal deal management tools and processes
• Demonstrate ownership, curiosity, and attention to detail, proactively identifying ways to improve analyses, processes, and team effectiveness while taking on increased responsibility over time

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualification

• Bachelor's degree in Economics, Finance, Accounting, or Business Administration

Preferred Qualifications

• Experience from M&A group at an investment bank, private equity firm, accounting firm, corporate development department, or other related finance experience
• Experience with M&A transactions, physician group acquisitions or adjacent experience in the managed care and/or care delivery environment
• Experience in the following areas:
  • Direct M&A transaction and valuation experience
  • Building and interpreting valuation models, including discounted cash flow (DCF) and other returns analysis
  • Detailed knowledge of financial statements and valuation methodologies, with ability to create detailed financial and operational models with zero defects in outputs and formatting
  • Working knowledge of standard accounting practices and statistical techniques
  • Understands the strategic and operational implications of financial analysis
  • Preparing, reading, and interpreting financial statements
  • Solid quantitative and analytical skills
• Advanced proficiency in Excel, PowerPoint, and Word
• Working knowledge of Copilot across M365 applications
• High energy and ability to thrive in a fast-paced environment with many stakeholders

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.

UnitedHealth Group and its affiliated brands are an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group and its affiliated brands are a drug-free workplace. Candidates are required to pass a drug test before beginning employment.