Bachelor's degree in Finance, Business Administration, or related field.
3+ years of professional work experience.
1-2 years in investment banking, management consulting, corporate development, or strategic planning preferred.
Experience in dental or healthcare preferred.
Strong modeling skills and proficiency in Excel.
Excellent communication skills for clear analysis presentation.
Strategic thinker with a focus on long-term implications.
Responsibilities
Screen new acquisition opportunities aligned with company strategy.
Conduct due diligence analysis to identify issues and build acquisition cases.
Develop integrated financial and M&A models for decision-making.
Prepare presentation materials for senior executives and the Board.
Collaborate with internal teams and external advisors effectively.
Perform comprehensive diligence on target companies and markets.
Create integration and improvement plans for acquired businesses.
Support strategy development for new business initiatives.
Benefits
Comprehensive Health Benefits (Medical, Dental, and Vision).
Health Savings Account (HSA).
Flexible Spending Account (FSA).
Short & Long Term Disability coverage.
Holidays & Paid Time Off (PTO).
Employee Assistance Program (EAP).
401(K) Retirement Contribution Program with matching.
Full Job Description
Description
Position Summary
The Senior Financial Analyst in the Finance function plays a critical role in defining and executing the company's aggressive M&A and organic growth initiatives. In addition, the Senior Financial Analyst will assist the Sr. Director of Financial Planning & Analysis (FP&A) with monthly operations reviews and in preparation of the Company wide Budget.
Key Responsibilities
MERGERS & ACQUISITIONS
Screening of new acquisition opportunities in line with the company's acquisition strategy
Due diligence analysis to build cases for acquisitions and to identify issues and concerns
Integrated financial and M&A modeling to drive the decision-making process and post-close budget
Preparing presentation materials for senior executives and the company's Board of Directors
Interacting effectively with internal business segments as well as with legal, financial, tax, and other advisors
Performing all facets of diligence related to target companies, industries, and geographic markets
Building integration and improvement plans for acquired businesses
ORGANIC GROWTH & STRATEGY
Become a thought partner to senior business leaders through careful research and analysis
Support creation of content for leadership meetings and the Board of Directors
Support strategy development for new business initiatives
Conduct special projects requiring expert knowledge of multiple departments within the company
Collaborate to define projects and deliver results with cross functional teams (across the company) on key initiatives with increasing oversight of teams as leadership capability is demonstrated
Provide hands-on support, including analytics when necessary, for the operational aspects of ongoing strategic initiatives
Develop processes for monitoring project progress and support execution of key initiatives
What We Offer
Comprehensive Health Benefits (Medical, Dental, and Vision)
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Short & Long Term Disability
Holidays & Paid Time Off (PTO)
Employee Assistance Program (EAP)
Retirement Contribution Program - 401(K) Match
Requirements
Qualifications
Bachelor's degree in Finance, Business Administration, or a related field.
3+ years of professional work experience
1-2 years experience in investment banking, management consulting, corporate development, or strategic planning roles, preferred
Prior experience in dental or healthcare, preferred
Proven track record of "best-in-class" academic and professional history
Strong modeling skills and use of Excel
Clear communicator; makes analysis easy to understand
Strategic thinker; able to think through long and short term implications of decisions
Collaborative approach; able to reach out across the organization at all levels and divisions
Analytical prowess; able to dive into analytics to drive towards business solutions (utilize data/analysis to drive insights and hypotheses about business opportunities)
Strong judgment and decision making; solves difficult problems with effective, practical solutions
Flexible; embraces change and new information to adapt work and behavior
Continuous improvement; demonstrates a passion and drive for results
Continuous learning; loves asking 'why' and learning about new things
