Senior Associate, Transaction Advisory Services, Healthcare

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct essential financial due diligence analyses, including proof of cash, revenue and profitability trends, balance sheet assessments, vendor and payroll evaluations, as well as QoE/NWC adjustments.

• Develop and maintain databooks from extensive, intricate datasets—ensuring they are organized, formatted, and precise enough to underpin robust conclusions.

• Write report sections and revise them based on feedback from the VP and Director; your deliverables must be clear and accurate before being escalated.

• Oversee the data room—monitor incoming documentation, identify gaps, and keep outstanding requests updated.

• Create analytical exhibits and prepare financial inquiries in advance of management meetings.

• Take ownership of your self-review; ensuring accuracy is your responsibility before others review your work.

• Analyze revenue cycle dynamics, including collection trends, denial rates, days in accounts receivable, and coding and billing patterns.

• Assess payor mix and sensitivity of reimbursement rates across commercial, Medicare, and Medicaid.

• Analyze provider productivity and compensation models (wRVU-based, collections-based, hybrid structures).

• Make healthcare-specific QoE adjustments, including pro forma provider additions, changes in contract rates, and one-time reimbursement impacts.

• Evaluate MSO structures, de novo versus acquisition growth, and performance of ancillary services.

• Contribute to internal initiatives between engagements, including peer coaching, recruiting, process enhancement, and practice development.

• Monitor activity and manage workflow utilizing Salesforce and firm tools.

⛳️ Requirements

• Minimum of 2 years of experience in audit, financial due diligence, transaction advisory, or a closely related field of financial analysis.

• Bachelor's degree in Accounting, Finance, or Business; CPA certification or active pursuit of it is preferred.

• Proficient Excel skills, capable of accurately and efficiently managing large, complex datasets.

• Ability to distill financial data into clear conclusions—not just summaries, but insights with a definitive perspective.

• Experience or a genuine interest in healthcare services, provider businesses, or healthcare transactions is a significant advantage.

🏝️ Benefits

• Medical, dental, and vision insurance.

• A 401(k) plan with employer contribution.

• Paid time off, including vacation, sick leave, and company holidays.

• Paid parental leave.

• Hybrid and remote work flexibility.

• Professional development support and reimbursement for continuing education.

• Participation in the firm's employee ownership model.