Senior Analyst, Mergers & Acquisitions

The Specialty Alliance; Southlake (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

The Specialty Alliance is seeking an experienced Acquisition Due Diligence Analyst to lead the financial analysis and assessment of potential acquisitions. You will coordinate with internal teams and external advisors from initial contact through LOI and deal hand-off to Operations.

You will build detailed financial models, review statements, contracts and KPIs, and present findings to the Investment Committee. A strong Excel and PowerPoint background is essential.

Qualifications

• Bachelor’s degree in Accounting or Finance or related field and 3–5+ years in healthcare corporate development or private equity.
• Experience in healthcare physician services preferred.
• Fundamental understanding of accrual-based accounting.
• Experience with Quality of Earnings analyses.
• Advanced Excel and PowerPoint skills.

Responsibilities

• Participate, coordinate, and analyze valuation and due diligence efforts for potential acquisitions between internal decision makers and third party resources.
• Build, maintain, and own complex financial analyses, including review of financial statements, contracts, trends and KPIs.
• Help craft strategic rationale, create geographic market maps, and perform LOI preparation for groups in the pipeline.
• Understand and interpret documents related to physician services and healthcare industries.
• Help manage VDRs and facilitate due diligence with advisors and internal teams.
• Assist organizing a process to gather due diligence data from target practices.
• Serve as the primary liaison across cross-functional diligence workstreams (Financial, Tax, Legal, IT, HR, etc.).
• Establish and coordinate internal diligence meetings with key personnel.

Skills

Excel modelling

PowerPoint

Communication

Interpersonal skills

Self-starter

Detail oriented

Organizational skills

Multi-tasking

Education

Bachelor’s Degree in Accounting or Finance or related business field

Master’s Degree preferred

Job description

In the performance of their respective tasks and duties all employees are expected to conform to the following:

• Perform quality work within deadlines with or without direct supervision.
• Interact professionally with other employees, customers and suppliers.
• Work effectively as a team contributor on all assignments.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Position purpose

Prepare, analyze and guide the due diligence process for acquisitions and integration from the initial introductory call to the ‘hand-off’ of the process to Operations once the deal has closed.

Responsibilities/Duties/Functions/Tasks:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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
• Build, maintain, and own complex financial analyses, including but not limited to review of financial statements and business contracts, trend analyses, potential deal synergies, practice KPI’s, etc.
• Help craft strategic rationale, create geographic market maps, and perform site visits as necessary, to provide internal investment committee with clear and detailed presentation materials to assist in LOI preparation for groups in the pipeline.
• Understand and interpret documents related to the physician services industries and healthcare industry.
• Help manage virtual data rooms (VDR’s) and facilitate due diligence efforts with trusted 3rd party advisors as well as in-house functional teams.
• Assist / organize a process to help the target practice’s (seller’s) management teams provide needed due diligence data in an efficient way.
• Serve as the primary liaison managing workflows across cross-functional diligence workstreams (Financial, Tax, Legal, IT, HR, Credentialing, RCM, etc.).
• Establish and coordinate regularly scheduled internal diligence meetings with key personnel to discuss acquisitions currently in the pipeline.
• 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.

Qualifications

EDUCATION:

Bachelor’s Degree from a four-year College or University in Accounting or Finance or related business field and 3-5 or more years of relevant experience required; Master’s Degree preferred.

EXPERIENCE:

Minimum of three to five (3-5) years of relevant healthcare corporate development, investment banking, or private equity experience; healthcare physician services experience strongly preferred; fundamental understanding of accrual based accounting; experience reviewing Quality of Earnings Analyses; experience or skills reconciling various financial systems and CPT billing files; highly proficient in excel and powerpoint.

Performance Requirements:

• Ability to effectively communicate at all personnel levels (staff person to senior management) both internally and externally based on the information required at each particular level.
• Able to maintain the utmost confidentiality and discretion with respect to dissemination of information.
• Detail oriented; able to keep key personnel on task regardless of their position in the organizational and target hierarchy.
• Highly organized. Ability to multi-task and meet deadlines in a fast-paced, high pressure environment, while providing accurate, reliable, high quality work.
• Keen sense of awareness with regard to identifying potential challenges, risks, inconsistencies, and opportunities.
• Expert-level excel financial modelling skills (advanced formula’s, scenario analysis), and powerpoint presentation capabilities.
• Strong communication, presentation, and interpersonal skills.
• Self-starter with the ability to work independently.

Equipment Operated:

Standard office equipment including computers, fax machines, copiers, printers, telephones, etc.

Work Environment:

Work requires hand dexterity for office machine operation, stooping and bending to files and supplies, mobility to complete errands, or sitting for extended periods of time. Occasionally lifting files or paper weighing up to 20 pounds. Occasionally work environment may be very stressful.

Mental/Physical Requirements:

Normal office environment. May view computer screens for long periods of time. Occasional weekend work.