M&A Financial Analyst

Job Summary:

The Financial Analyst – Mergers and Acquisitions II is responsible for evaluating potential strategic opportunities, including mergers and acquisitions, investments, divestitures, and administrative services partnerships by conducting financial analysis and providing strategic insight to facilitate informed decision-making.

Essential Functions:

• Participate in the end-to-end M&A process including target identification, due diligence, valuation, and negotiating deal terms
• Conduct thorough financial analysis of potential acquisition targets, including financial statement reviews, valuation assessments, and risk analysis
• Develop and maintain financial models to project the impact of strategic investments on the organization’s financial performance
• Assist in the preparation of presentations and reports for senior management and the Board of Directors, summarizing investment proposals, due diligence findings, and recommendations
• Collaborate with the cross-functional M&A team (e.g., legal, compliance, operations) to gather relevant data and insights for due diligence processes
• Monitor industry trends and market conditions to identify potential investment opportunities that align with the organization’s strategic goals
• Support the integration of acquired entities by collaborating with the Integration Management Office, analyzing financial performance post-acquisition and identifying areas for improvement
• Participate in the development of financial policies and procedures related to M&A activities
• Assist with the preparation of budgets and forecasts for newly acquired entities
• Perform any other job duties as requested

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Business Administration, a related field, or equivalent years of relevant work experience is required
• Two to Four (2-4) years of experience in financial analysis, corporate finance, or transaction advisory services, preferably within the healthcare or non-profit sector, is required
• Managed care or healthcare experience is preferred

Competencies, Knowledge and Skills:

• Strong understanding of financial modeling, financial due diligence, valuation techniques, and the healthcare industry
• Excellent analytical and problem-solving skills, with a keen attention to detail
• Strong communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
• Proficient in Microsoft Excel and Microsoft PowerPoint
• Ability to work effectively in a fast-paced environment with tight deadlines and target dates
• Familiarity with Alteryx, Tableau, Power BI, or other financial analysis software is a plus
• Knowledge of healthcare regulations and the non-profit sector is preferred

Licensure and Certification:

• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Association for Financial Professionals (AFP) FP&A, or related certification is preferred and provides credit for one year of related experience

Working Conditions:

• General office environment; may be required to sit or stand for extended periods of time
• May be required to travel occasionally

Compensation Range:

CareSource takes into consideration a combination of a candidate’s education, training, and experience as well as the position’s scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package.

Compensation Type (hourly/salary):

Organization Level Competencies

• Create an Inclusive Environment

• Cultivate Partnerships

• Develop Self and Others

• Drive Execution

• Influence Others

• Pursue Personal Excellence

• Understand the Business

This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an inclusive environment that welcomes and supports individuals of all backgrounds.