Healthcare Transaction Advisory Senior Manager

Overview

This role is part of the organization’s Healthcare Transaction Advisory Services (TAS) practice. The practice supports clients with financial and tax due diligence for healthcare transactions, primarily providing buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers.

Responsibilities

• Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, quality of revenue, debt and debt-like, and working capital analysis
• Understand clients’ businesses and identify key performance drivers, operational trends, and developments of target companies
• Create and design tailored transaction advisory reports addressing key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
• Communicate due diligence findings confidently through clear, concise, and articulate verbal communication and written reports
• Lead engagements and provide real-time feedback and guidance to clients to support timely and efficient product delivery
• Build a collaborative team environment by motivating and developing team members through communication and actions
• Lead and participate in people development and business development efforts
• Provide timely, high-quality client service that meets or exceeds expectations
• Lead conversations with teams, clients, and stakeholders to build trust
• Identify performance improvement opportunities and recommend creative solutions to complex issues
• Own client relationships and oversee engagement economics and management of resources
• Collaborate with other team members
• Participate in business development efforts as a manager, with early exposure to the growth of the practice

Requirements

• Minimum of four years of relevant transaction advisory services experience, and at least seven years of relevant overall professional experience
• Bachelor’s degree from an accredited college/university
• Current licensed CPA
• Big 4, National, or large regional firm experience preferred
• Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
• Excellent verbal and written communication skills
• Aptitude toward business development
• Experience in project management, including planning, organizing, coordinating, and managing staff, clients, and/or shareholders toward successful project completion
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
• Ability to manage multiple responsibilities simultaneously (multitask)
• Superior client service focus
• Ability to travel to client locations as required

Compensation & Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, and 4 weeks of paid and caregiver leave (once eligible)
• First-class health and wellness benefits, including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs
• Access to Beyond: a program with experiences designed to expand life, personally and professionally

Location

• Nine offices located in the fastest growing cities in the US

Physical Requirements

While performing the duties of this job, the employee is:

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities, including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

• Use written and oral communication skills
• Read and interpret data, information, and documents
• Observe and interpret situations
• Work under deadlines with frequent interruptions
• Interact with internal and external customers and others in the course of work

Accommodation Statement

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

Notice to Recruiters and Agencies

Resumes submitted or candidates referred to any employee of the organization by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of the organization. The organization will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information (including resumes) associated with individuals.