Healthcare Transaction Advisory Manager

Overview

A growing Healthcare Transaction Advisory Services (TAS) practice is seeking an experienced professional to lead buy-side and sell-side healthcare transaction engagements. This role involves providing financial due diligence primarily to private equity funds, mezzanine funds, and strategic buyers, focusing on quality of earnings, revenue, debt, and working capital analysis.

Responsibilities

• Lead healthcare transaction services engagements, delivering financial due diligence assistance
• Perform quality of earnings, quality of revenue, debt and debt-like, and working capital analyses
• Develop a deep understanding of client businesses and evaluate key performance drivers and operational trends of target companies
• Create tailored transaction advisory reports addressing normalized earnings, financial reporting, working capital trends, and indebtedness
• Communicate due diligence findings clearly and confidently in verbal and written formats
• Lead engagements, providing real-time feedback and guidance to clients to ensure timely and efficient delivery
• Foster a collaborative team environment, motivate and develop team members through effective communication and actions
• Participate in people development and business development initiatives
• Deliver timely, high-quality client service that meets or exceeds expectations
• Build trust through conversations with teams, clients, and stakeholders
• Identify performance improvement opportunities and recommend creative solutions to complex issues
• Manage client relationships, engagement economics, and resource allocation
• Collaborate with other team members
• Engage in business development activities and contribute to practice growth

Requirements

• Minimum of three years of relevant transaction advisory services experience
• At least five years of overall professional experience
• Bachelor's degree from an accredited college or university
• Current licensed CPA
• Experience at Big 4, national, or large regional firms preferred
• Demonstrated leadership of buy-side and sell-side transaction services engagements in the lower to middle market
• Excellent verbal and written communication skills
• Aptitude for business development
• Project management experience including planning, organizing, coordinating, and managing staff, clients, and stakeholders
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting
• Ability to manage multiple responsibilities simultaneously
• Superior client service focus
• Ability to travel to client locations as required

Physical and Cognitive Requirements

• Regularly required to remain stationary, use hands repetitively to operate office equipment, and communicate in person and by telephone
• Vision abilities including close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
• Regular use of written and oral communication skills
• Ability to read and interpret data, information, and documents
• Ability to observe and interpret situations
• Ability to work under deadlines with frequent interruptions
• Interaction with internal and external customers and others during work

Compensation & Benefits

• Generous time off and paid holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• Paid family leave benefits: 16 weeks maternity and adoption leave, 8 weeks parental leave, 4 weeks caregiver leave (eligibility applies)
• Comprehensive health and wellness benefits including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs

Location

Multiple offices located in fast-growing U.S. cities; travel to client locations required as needed.