Associate, Strategy & Partnerships

Overview

This role supports the organization’s strategy and partnership efforts, working closely with Regional Presidents and C-level executives to analyze, solve, and communicate material and complex new business opportunities. The position also collaborates across multiple corporate functions—including finance, legal, integration/operations, and clinical leadership—to drive organic growth, tuck-in acquisitions, and special projects. Handling sensitive information with discretion and confidentiality is essential.

Responsibilities

• Advance organic growth and tuck-in acquisition strategy by owning financial analysis and due diligence for new business opportunities.
• Develop and maintain a detailed understanding of the organization’s service lines, regions, and strategy.
• Build and maintain close working relationships across Finance, Legal, Operations, and Regional/Clinical Leadership.
• Participate in the new business screening process by analyzing local market opportunities and strategies, growth strategies within targeted health system customers, competitive dynamics, local physician group dynamics, and financial opportunities.
• Create and execute diligence work plans.
• Identify synergies by coordinating with Regional Presidents and operations leaders to develop a viable plan, including integration timeline.
• Run and manage Excel financial models analyzing historical financial results and thoughtfully projecting revenue and EBITDA drivers and estimates.
• Produce scenario and sensitivity analyses to evaluate impact to financial results, EBITDA multiples & investment returns, and cash flow.
• Summarize due diligence findings and recommendations into PowerPoint presentations for C-suite executives and Board Members.
• Review and assist with drafting legal documentation, including: Letter of Intents (LOIs), Term Sheets, Compensation Plan Agreements, and Definitive Customer Agreements.
• Build funds flow models used by Treasury for wiring cash and equity funds at close.
• Serve as liaison to the Integration team to help ensure smooth transaction close and synergy realization.
• Deliver on special business strategy projects as assigned by executive management (e.g., CEO, CFO, GC), Board of Directors, and Strategy and Partnership team members.
• Attend conferences and management meetings as required.

Requirements

• Knowledge and experience in EBITDA modeling & analysis, company valuation, and M&A due diligence.
• Experience working with C-suite executives preferred.
• Experience interfacing with private equity preferred.
• Ability to exercise considerable judgment, maintain confidentiality, and act in a diplomatic manner.
• Strong organization and self-direction; able to independently identify, research, and resolve issues with minimal supervision.
• Strong attention to detail, curiosity about the “why,” and willingness to “own” the role; team-oriented mindset.
• Communication skills to relate to people at all levels and remain responsive to team members.
• Strong organizational skills to manage multiple complex projects against deadlines.
• Willingness to travel on occasion, as needed.
• Highly proficient in Microsoft Excel, PowerPoint, Word, and Outlook, including the ability to complete tasks efficiently in a fast-paced environment.
• Eagerness to take on increasing responsibilities and leadership roles.

Preferred Qualifications

• Bachelor’s degree, with above 3.5 GPA preferred.
• Minimum 2 years in bulge-bracket accounting, investment banking, equity research, management consulting, corporate finance, or corporate development.
• Healthcare industry experience (health system or physician group experience welcomed but not required).

Compensation & Benefits

Salary Range: $78,566-$145,347

Salary may be determined on several factors including but not limited to knowledge, skills, experience, education, geographical location and requirements stated in job description.

The organization offers a comprehensive and competitive benefits package. Benefits may vary based on role, location, and employment status, but generally include:

• Medical, dental, and vision insurance options
• Health savings accounts (HSA) and flexible spending accounts (FSA)
• 401(k) employee and employer contributions
• Paid time off, including vacation, sick leave, and company holidays
• Paid parental leave & family support benefits
• Short-term and long-term disability insurance
• Life and accidental death & dismemberment (AD&D) insurance
• Employee assistance programs & wellness resources
• Additional compensation may include bonus eligibility, equity, or other incentive programs, depending on the role

Specific benefit offerings and eligibility will be provided during the hiring process and may be subject to change in accordance with applicable laws and company policies.

Location

Remote

Application Deadline

Open until filled