We are currently seeking a
Deal Modeling & Valuation Analyst in Charlotte, NC to support our healthcare clients across M&A, corporate development, and transaction strategy initiatives.
The Opportunity - Healthcare Transactions & Corporate DevelopmentThis role will support healthcare executive leadership and corporate development teams in evaluating, structuring, and de-risking strategic transactions. You'll sit at the intersection of financial modeling, valuation analysis, operational diligence, and executive-level decision support.
You will contribute across the transaction lifecycle - with an emphasis on early-stage valuation modeling, financial scenario analysis, and integration of third-party diligence findings.
This is a high-visibility opportunity to help shape investment decisions and long-term value creation for health systems, ambulatory platforms, joint ventures, and healthcare technology acquisitions.
What You'll DoFinancial Modeling & Valuation- Build and refine valuation and pro forma models to assess deal viability
- Conduct scenario, sensitivity, and downside case analyses
- Support evaluation of financial returns and capital deployment decisions
- Assist in reviewing and pressure testing seller models and synergy assumptions
Transaction Support & Diligence- Incorporate findings from financial due diligence (e.g., Quality of Earnings, working capital, billing/coding audits) into deal models
- Support operational and financial risk assessments
- Contribute to synergy modeling and value creation analysis
Executive Reporting & Insights- Develop clear, executive-ready financial summaries and deal scorecards
- Translate complex modeling outputs into strategic recommendations
- Support materials for leadership and board-level discussions
Cross-Functional Collaboration- Partner with client corporate development, finance, legal, and integration teams
- Help coordinate inputs across workstreams
- Support transition from diligence into integration planning
Requirements- 1-3 years of relevant professional experience-
- Background in M&A, investment banking, Big 4 consulting, financial due diligence, or healthcare corporate development
- Exposure to healthcare provider transactions strongly preferred
- Experience building financial models and conducting valuation analysis
Technical Capabilities- Strong financial modeling and Excel skills
- Familiarity with valuation methodologies and scenario modeling
- Understanding of Quality of Earnings, working capital, and balance sheet analysis
- Ability to analyze complex financial data and synthesize key insights
Professional Profile- Structured thinker with strong attention to detail
- Clear communicator with executive-ready writing skills
- Comfortable working in fast-paced, deal-oriented environments
- Collaborative and relationship-driven
Education- Bachelor's degree in Finance, Accounting, Economics, or related field required
- MBA, MHA, CPA, CFA, or FMVA a plus
BenefitsMedical insurance, Vision insurance, Dental insurance, 401(k)
