Healthcare Financial Advisory Services Associate

This is a fully remote position, open to applicants in California, +12 more locations.

📋 Description

• Take ownership of project workstreams by organizing issues, prioritizing analyses, and producing high-quality results within strict deadlines.

• Collect, assess, and synthesize both primary and secondary data to generate actionable insights for clients.

• Create and present clear, polished materials for clients, including presentations and written reports.

• Work collaboratively with project teams to identify client challenges and formulate practical, data-driven solutions.

• Contribute to the growth of the firm through proposal development and business development initiatives.

• Provide mentorship to junior team members.

• Deliver impactful financial insights for healthcare provider clients in areas such as planning, operations, financial management, restructuring, turnaround, performance improvement, and related advisory services.

⛳️ Requirements

• At least 3 years of experience in healthcare financial advisory, either through consulting for provider organizations or from comparable strategic financial leadership roles within a health system, hospital, or other acute care facility.

• Strong grasp of healthcare finance concepts, including capital planning, liquidity management, and financial performance drivers.

• Experience in restructuring, turnaround, performance improvement, or similarly demanding financial advisory settings.

• Proven ability to lead complex analytical workstreams with robust project management, effective client communication, and strategic problem-solving skills.

• Advanced capabilities in financial analysis and modeling, including the assessment of financial statements, valuation, pro forma modeling, and discounted cash flow analysis.

• Ability to simplify complex financial and corporate finance concepts into clear insights and recommendations suitable for executive-level discussions.

• Proficiency in healthcare accounting and financial reporting, including monthly operating reports, statements, schedules, and analysis of overhead or operational improvements.

• Willingness to travel as required, potentially up to 80% of the time.

• Candidates are eligible to reside anywhere in the contiguous United States near a major airport.

• A Bachelor’s degree in Accounting, Finance, Economics, or a related discipline is preferred.

🏝️ Benefits

• Annual incentive compensation program.

• Medical, dental and vision coverage.

• Wellness programs.

• Remote work arrangement.

• Travel expenses covered as necessitated by project travel requirements.