Valuation Analyst

VMG Health; Dallas, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

VMG Health is seeking a Financial Analyst to support the firm’s healthcare engagements by performing data collection, financial analysis, modeling, due diligence, and reporting. The role involves collaborating with team members across engagements, meeting client deadlines, and contributing to thought leadership content.

Ideal candidates will have a finance or accounting degree, strong modeling skills, and professional certifications (CFA/NACVA/ASA/CPA).

Qualifications

• Bachelor's degree in Finance or Accounting.
• Experience in financial modeling and analysis.
• Pursuing CFA, NACVA, ASA, CPA or equivalent certifications.
• Ability to work independently with minimal supervision.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Proficient with Microsoft Excel and Office.

Responsibilities

• Gather information such as financial statements and market data.
• Build and own complex financial models for engagements.
• Perform financial analyses, due diligence, and report writing.
• Support senior staff and participate in client meetings and site visits.
• Manage timelines and keep stakeholders updated on progress.
• Contribute to internal and external content for thought leadership.

Skills

Financial modeling

Data analysis

Attention to detail

Communication

Independence

Excel

Microsoft Office

Education

Finance/Accounting degree

Professional certifications (CFA/NACVA/ASA/CPA)

Job description

Description

VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients’ valuation, strategic, and compliance needs.

Requirements

VMG Health is seeking a financial analyst to contribute to the success of the firm by providing expert opinions and advisory services, acting as an independent third party, performing business valuations, and assisting clients.

The Analyst will support all members of their team on a variety of healthcare engagements. The primary responsibilities will be data collection, client financial analysis, financial modeling, due diligence, report writing, and supporting senior level staff.

Responsibilities

• Gather information and data such as, but not limited to, financial statements, operational reports, industry and market research, and any other data or information required to thoroughly provide the contracted product to the client.
• Construct and take ownership of complex financial models.
• Perform various financial analyses, develop financial models, conduct due diligence, and complete report writing. Review own work to ensure excellence.
• Participate in meetings and site visits as necessary and determined by leaders.
• Keep all projects and deliverables on the time schedule established with the client. Continually inform relevant team members of project progress and immediately inform leader if circumstances arise to impede or jeopardize that timeline.
• Show initiative to become a thought leader within the industry by helping author internal and external content for articles and presentations.
• Complete administrative functions, mandatory training, and other internal responsibilities, in a timely manner.
• Remain flexible and adaptable in work schedule and assignments as defined by departmental and company need.
• Maintain a positive attitude and contributes to a positive work environment.

Qualifications

• Bachelor's degree in Finance or Accounting
• Demonstrated experience in financial modeling and analysis.
• Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of Appraisers American Society of Appraisers(ASA), or Certified Public Accountant (CPA), Certified Public Accounting, etc.
• Ability to work independently with minimum supervision.
• Strong attention to detail.
• Strong oral and written communication skills.
• Demonstrate intellectual curiosity and a commitment to continuous learning.
• Proficient in Microsoft Office Suite with advanced experience in Excel.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.