Mergers & Acquisitions Analyst
Company: American Oncology Management Company
Location: Fort Myers
Posted on: April 25, 2024
Job Description:
Location:Work At HomePay Range:$52,395.20 - $92,164.80Position
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
processesCertifications/Licenses: NoneTravel: NoneStandard Work
Days/Hours: M - F 8:00am to 5 pm
Keywords: American Oncology Management Company, Cape Coral , Mergers & Acquisitions Analyst, Professions , Fort Myers, Florida
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