Mergers and Acquisitions Associate

PRIMARY FUNCTION: This role is responsible for analytical and administrative tasks supporting the business development team, primarily the due diligence process for prospective acquisition targets

REPORTS TO: M&A Associate

SUPERVISORY RESPONSIBILTIES: None

ESSENTIAL FUNCTIONS OF THE JOB: (This list may not include all of the duties that may be assigned.)

• Completion of tasks related to the due diligence process of acquisition targets
• Maintenance of the business development team's CRM platform
• Pro-forma and ad-hoc analyses to be completed in concert with the broader strategy of the business development function
• Production of budgets for acquired entities
• Creation of presentation materials to describe investment opportunities to senior leadership and, ultimately, the board of directors of PA

TYPICAL WORKING CONDITIONS: Working in an office environment. Involves frequent telephone interaction. May require sitting for long periods; also stooping, bending and stretching for files and supplies. Travel will be required 10% - 20% of the time

PERFORMANCE REQUIREMENTS:

Adhere to all organizational information security policies and protect all sensitive information including but not limited to ePHI and PHI in accordance with organizational policy, Federal, State, and local regulations.

EDUCATION: Bachelors degree required

LICENSURE/CERTIFICATION: Upon hire, and for the duration of the employment period driver's license must be active and valid

EXPERIENCE:Candidate will have 1-5 years experience. Preferable work experience includes private equity, investment banking or corporate development, ideally with a focus on healthcare organizations that have a strong physician presence

KNOWLEDGE, SKILLS & ABILITIES:

• Ability to think "big-picture" while having strong analytical skills
• Comfortable building robust financial models
• Ability to manage and manipulate large data sets typical in financial due diligence
• Basic understanding of key accounting concepts and principles typically needed in an M&A transaction
• Experience cold calling into businesses at the executive level
• Comfortable presenting to senior leaders of an organization
• Advanced skills in MS Excel and MS PowerPoint
• The M&A Analyst will have the following personal attributes:
  • Self-starter
  • Driven
  • Tenacious
  • Charismatic
  • Smart
  • Optimistic
  • Personable
  • Closer
  • Compassionate