Mergers & Acquisitions Analyst
Fort Myers, FL 
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Posted 6 days ago
Job Description

Location:

Work At Home

Pay Range:

$52,395.20 - $92,164.80

Position Summary:

American Oncology Network (AON), one of the nation's fastest growing community-based oncology networks, is seeking a Mergers and Acquisitions Analyst. This position will join and contribute to a team of experienced/growth-oriented individuals while having the opportunity to work alongside our PE sponsor.

The M&A Analyst will assist AON's ambitious growth goals through deal screening, financial modeling, due diligence support for active deals, and creating presentations to communicate strategic rationale and terms to executive team and stakeholders.

Key Performance Areas:KPA 1 - Strategy & Screening
  • Utilize third party databases to research potential acquisition targets and leverage third party data to support reasoning.

  • Quickly analyze large data sets to screen targets and evaluate whether the targets will be a good fit for the AON model.

KPA 2 - Deal Execution

  • Track M&A pipeline and ensure that all deals are up to date.

  • Review and analyze target confidential investment memorandums and data room documentation.

  • Prepare the AON valuation model and utilize it to understand the value proposition tied to each opportunity presented.

  • Monitor due diligence requests / responses and the ability to quickly incorporate cross-functional findings into the acquisition model.

KPA 3 - Management and Stakeholder Communication

  • Present complex financial analyses and recommendations to leadership in a clear concise manner.

  • Develop comprehensive but succinct executive summaries and review decks in PowerPoint.

  • Collaborate with members of all levels across difference departments due diligence and integration planning.

  • Build relationships and trust with internal and external stakeholders.

KPA 4 - Analysis

  • Prepare monthly financial reports for each AON practice as assigned along with comprehensive analysis of each practice as assigned.

  • Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action.

  • Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.

  • Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts.

KPA 5 - Database Management

  • Establishes databases of pertinent information for use in analyzing future plans and forecasts.

Position Qualifications/Requirements:

Education: Bachelor's degree in Accounting or Finance/Business required.

Previous Experience:

  • Two years related experience in finance or business development

  • One year in a health care environment.

  • Mergers and Acquisitions preferred.

  • Advanced analytical abilities and time management skills to work on multiple opportunities in unison.

Core Capabilities:

  • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures

  • Design - Generates creative solutions; Translates concepts and information into images; Uses feedback to modify designs; Applies design principles; Demonstrates attention to detail.

  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.

  • Action Oriented - Seeks to translate financial and operational data into opportunities to improve business performance.

  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.

  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.

  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.

  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

  • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.

  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

  • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.

  • Technical knowledge of Sage accounting software from the perspective of systems support as well as end user functionality

  • Ability to develop financial and operational reports independently from data derived from other sources

  • Knowledge of general accounting processes

Certifications/Licenses: None

Travel: None

Standard Work Days/Hours: M - F 8:00am to 5 pm

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
2+ years
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