Overview
This role is for a Senior Associate with strong analytical skills and in-depth healthcare knowledge. The position involves leading projects, collaborating with team members, anticipating challenges, and ensuring project progress through clear communication and sound decision-making. Senior Associates are expected to take full ownership of their work, continuously seek improvement, and contribute to both project outcomes and professional growth.
Responsibilities
- Perform financial modeling and analysis to evaluate the financial health and performance of healthcare organizations involved in transactions.
- Analyze financial statements, revenue streams, profitability, and key financial metrics.
- Conduct extensive market research to identify trends, opportunities, and risks within the healthcare sector.
- Gather and analyze data on market size, competitive landscape, regulatory environment, and industry dynamics.
- Assist in due diligence by collecting and reviewing contracts, financial records, operational data, and regulatory filings.
- Identify potential risks and opportunities for value creation during the transaction process.
- Contribute to valuation analyses of entities and service agreements using various techniques.
- Develop high-quality deliverables supporting analysis and conclusions.
- Support transaction teams throughout deal lifecycles, including preparing investment memorandums, pitch books, and presentations.
- Participate in client meetings and coordinate with external stakeholders.
- Develop complex financial models to evaluate scenarios, forecast performance, and simulate strategic initiatives.
- Prepare reports and presentations summarizing findings and recommendations for internal teams, clients, and stakeholders.
Requirements
- Bachelor’s degree in finance or accounting from an accredited institution required.
- Master’s degree in finance or accounting preferred.
- Additional certifications such as ASA, ABV, CVA, CFA, CPA, etc., preferred.
- Minimum of three years of consulting experience preferred.
- At least three years of academic or relevant work experience demonstrating skills in data analysis, statistical analysis, financial modeling, and forecasting.
- Strong problem-solving and troubleshooting abilities with mature judgment.
- Proficiency in Microsoft Office Suite, with advanced Excel skills required.
Performance Standards
- Maintain a career-oriented mindset.
- Meet all deadlines consistently.
- Communicate regularly and thoroughly.
- Proactively ask questions and avoid assumptions.
- Deliver error-free, high-quality work.
- Think strategically.
- Continuously seek ways to improve work and personal development.
- Represent the organization with discipline and professionalism in all settings.
Compensation & Benefits
- Competitive base salary with performance-based incentives.
- Comprehensive benefits package including medical, dental, and vision coverage.
- Health Savings Account with employer contributions.
- 401(k) retirement plan with matching.
- Employee Assistance Program (EAP).
- Basic life insurance, accidental death & dismemberment, short- and long-term disability coverage.
- In-office lunch perks.
- Telework opportunities.
- Paid time off, parental leave, and paid holidays.
- Support for certification and professional development.
Location
Not specified.