Mergers & Acquisition Analyst

Company Conformance Statements

In the performance of their respective tasks and duties all employees are expected to conform to the following:

• Perform quality work within deadlines with or without direct supervision.
• Interact professionally with other employees, customers and suppliers.
• Work effectively as a team contributor on all assignments.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Position purpose

Prepare initial analyses and presentations to assess and value prospective practices. Be a key driver of the due diligence process for acquisitions and integration from the signing of the letter of intent to the ‘hand-off’ of the process to Operations once the deal has closed.

Responsibilities/Duties/Functions/Tasks:

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

• Assist in due diligence efforts for potential acquisitions between internal decision makers and other internal resources, management and other key personnel of the company being acquired, and third-party resources, including, but not limited to outside counsel, accounting firms, and brokers for both parties
• Effectively communicate with target practice personnel to gather data, understand operations and discuss financial trends, while being a positive representation of The Company
• Perform detailed analysis with guidance and oversight, including but not limited to review and summarization of financial statements along with forecasting, key operational analysis and assessment of opportunities for synergies and uplift
• Assist in creating presentations for executive leadership on potential opportunities, which includes but is not limited to investment highlights and risks, financial analysis, potential pro forma adjustments and synergies, operational overview and overlap with The Company, and valuation scenarios
• Assist in creating offer presentations for potential targets which includes but is not limited to overview of The Company, financial view of target, potential synergies, and valuation
• Be a point of contact for internal and external diligence related questions and concerns
• Establish and coordinate regularly scheduled internal diligence meetings with key personnel to discuss acquisitions currently in the pipeline
• Assist in distribution of internal due diligence request lists to targets and relevant external resources working on The Company’s behalf; as a follow-up, provide targets with any additional requests from The Company’s external resources       
• Establish and coordinate regularly scheduled meetings with targets to ensure requested diligence materials are received in a timely manner
• Coordinate meetings and/or conference calls between targets and external resources working on The Company’s behalf
• Coordinate most diligence workstreams including but not limited to legal, financial/accounting, tax, health benefits/401k, insurance, compliance/chart audits, and IT
• Assist in handling any other administrative related duties as necessary, including but not limited to scanning and copying documents, preparing meeting and conference call agendas, taking minutes for various meetings, mailing and emailing various documents, etc.
• Track received and pending internal and external requested diligence material, distributing requested materials to appropriate personnel as necessary
• Provide status updates to key internal personnel throughout the diligence process
• Work with various internal functional areas, specifically with Operations, to ensure smooth transitions post-closing of acquisitions
• Read and abide by the company’s code of conduct, ethics statements, employee handbook(s), policies and procedures and other corporate mandates, including participation in mandatory training programs
• Report any real or suspected violation of the corporate compliance program, company policies and procedures, harassment or other prohibited activities in accordance with the reporting policies of the company
• Obtain clarification of policy whenever necessary and may use the resources available through the Compliance, Human Resources or Legal Department to do so
• Perform other duties as assigned or requested.

Qualifications

Education: Bachelor’s Degree from a four-year College or University in Accounting or Finance or related business field

Experience:

• Internship, or ideally 1 or more years of M&A, Corp Dev, Investment Banking, or Private Equity experience, preferably in healthcare
• OR 2 or more years of accounting, finance or internal audit experience, preferably in healthcare
• Experience with reconciling various financial systems and performing detailed financial analysis / modeling
• Proficient in Word, Excel, and PowerPoint

Performance Requirements:

• Ability to effectively and consistently communicate at all personnel levels (staff person to senior management) both internally and externally based on the information required at each particular level

• Able to maintain the utmost confidentiality and discretion with respect to dissemination of information 
• Detail oriented; able to keep key personnel on task regardless of their position in the organizational and target hierarchy
• Ability to quickly learn how to perform financial analyses with guidance from Manager & Director team members
• Ability to quickly learn various processes and analyses, and extrapolate that knowledge to adjacent tasks without need for repetitive instructions
• Have a high-level understanding of various diligence requests
• Strong communication, presentation, and interpersonal skills
• Self-starter with the ability to work independently
• Ability to multi-task and meet deadlines in a fast-paced, high-pressure environment, while providing accurate, reliable, and high-quality work

Equipment Operated: This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines

Work Environment: This job operates in professional office environments

Mental/Physical Requirements: Normal office environment.  May view computer screens for long periods of time. Occasional evening or weekend work.

Qualifications

EDUCATION:  Bachelor’s Degree from a four-year College or University and 1 or more years of relevant experience required.

EXPERIENCE: Minimum of one (1) year of related experience required; healthcare experience preferred; private-equity-backed company experience preferred; Fundamental understanding of accounting, M&A deals, and financial modeling.

OTHER QUALIFICATION: N/A

Performance Requirements:

• Ability to effectively communicate at all personnel levels (admin to senior management to physicians) both internally and externally based on the information required at each particular level

• Able to maintain the utmost confidentiality and discretion with respect to dissemination of information 
• Detail oriented; able to keep key personnel on task regardless of their position in the organizational and target hierarchy
• Strong Microsoft Office skills
• Self starter with the ability to work independently
• Ability to multi-task and meet deadlines in a fast-paced, high pressure environment, while providing accurate, reliable, high quality work
• Ability to review, comprehend and communicate how various processes internal to the targets work relative to how The Company’s processes work
• Keen sense of awareness with regard to identifying potential challenges, risk issues, inconsistencies, and opportunities

Equipment Operated: Standard office equipment including computers, fax machines, copiers, printers, telephones, etc.

Work Environment: Work requires hand dexterity for office machine operation, stooping and bending to files and supplies, mobility to complete errands, or sitting for extended periods of time.  Occasionally lifting files or paper weighing up to 20 pounds.   Occasionally work environment may be very stressful.

Mental/Physical Requirements: Normal office environment.  May view computer screens for long periods of time. Occasional evening or weekend work.

GI Alliance is an Equal Opportunity Employer. We are committed to creating an inclusive, welcoming, and equitable work environment. Our company values and celebrates the diversity of our physicians, staff and patients. We firmly believe our service is greatly enriched by our diversity of thought, experience, perspective, culture, and background.

Please Note: All job offers are contingent on the successful completion of pre-employment criminal history check.

NOTE: ALL APPLICATIONS MUST BE COMPLETED IN FULL FOR CONSIDERATION.

No phone calls or agencies, please.

EEO/AA-M/F/disabled/protected veteran