Associate, Strategy & Partnerships

Overview

This role supports the organization’s strategy and partnership efforts, with a focus on analyzing, solving, and communicating material and complex new business opportunities. The position works closely with Regional Presidents and C-level executives and collaborates across multiple corporate functions, including finance, legal, integration/operations, and clinical leadership.

Job posting closing date: Open until filled.

Location: Remote

Responsibilities

• Advance organic growth and tuck-in acquisition strategy by owning financial analysis and due diligence for new business opportunities
• Apply competency and creative problem-solving across Finance, Investing, Strategy, Organic Growth, Investor Relations, Board of Directors initiatives, Market Sizing & Strategy, and industry competitive dynamics
• Develop and maintain a detailed understanding of service lines, regions, and strategy
• Establish and maintain close working relationships across Finance, Legal, Operations, and Regional/Clinical Leadership

Organic Growth Responsibilities

• Participate in the new business screening process to determine which opportunities merit team resources
  • Analyze local market opportunities and strategies
  • Evaluate growth strategies within targeted health system customers
  • Assess competitive dynamics and local physician group dynamics
  • Evaluate financial opportunities
• Create and execute diligence work plans
• Identify synergies and coordinate directly with Regional Presidents and operations leaders to develop a viable plan, including an integration timeline
• Run Excel financial models analyzing historical financial results and projecting revenue and EBITDA drivers and estimated results
• Create scenario and sensitivity analyses to evaluate impacts to financial results, EBITDA multiples & investment returns, and cash flow
• Summarize due diligence findings and team recommendations into PowerPoint presentations for C-suite executives and Board members
• Review and assist in drafting legal documentation, including:
  • Letter of Intents (LOIs)
  • Term Sheets
  • Compensation Plan Agreements
  • Definitive Customer Agreements
• Build funds flow models used by Treasury to wire cash and equity funds at close
• Serve as liaison to the Integration team to support smooth transaction close and synergy realization
• Deliver on special business strategy projects assigned by executive management and the Strategy and Partnership team
  • Examples include assignments from CEO, CFO, GC, Board of Directors, and Strategy and Partnership team members
• Attend conferences and management meetings as required

Handling Confidential Information

• Handle sensitive company information with proper care and confidentiality

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
• Highly organized, self-directed individual able to work with minimal supervision, including independently identifying, researching, and resolving issues
• Strong attention to detail, curiosity about the “why,” and a desire to “own” responsibilities; team-player mindset
• Communication skills: able 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, with capability to efficiently complete tasks in a fast-paced environment
• Eagerness to take on growing responsibilities and leadership roles

Education and Experience

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

Compensation & Benefits

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

Salary may be determined based on factors including knowledge, skills, experience, education, geographical location, and requirements stated in the job description.

The organization offers a comprehensive and competitive benefits package, which may vary based on role, location, and employment status. Benefits 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 (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.