Senior Financial Analyst - Business Valuation

Posted 2 Days Ago
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Dallas, TX, USA
In-Office
Senior level
Fintech
The Role
Support healthcare valuation engagements through data collection, due diligence, complex financial modeling, financial analysis, report writing, and client communication. Participate in meetings and site visits, maintain project timelines, and contribute to thought leadership.
Summary Generated by Built In

Description

At VMG Health, we’re more than just a team of experts; we’re trusted partners in the business of healthcare. Backed by a team of over 300 professionals and a history of more than 70,000 engagements since 1995, we bring experience, deep and wide, to every project. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. Our solutions-oriented approach to client needs is bolstered by our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients’ valuation, strategic, and compliance needs.

Requirements

VMG Health is seeking a Senior Analyst to join the team!   The role of the Senior Analyst contributes to the success of the firm by providing support on a variety of healthcare engagements. 

The primary responsibilities of the Senior Analyst will be data collection, client financial analysis, financial modeling, due diligence, report writing, and supporting team leaders. 

KEY RESPONSIBILITIES:  

  • Gather information and data such as financial statements, earnings reports, contracts, operational reports and any other data or information required to thoroughly provide the contracted product to the client. 
  • Construct and take ownership of complex financial models. 
  • Perform various financial analyses, financial models, due diligence and report writing. Review own work, and that of colleagues, to ensure excellence of deliverables.
  • Participate in meetings and site visits as determined by leaders.
  • Continually inform relevant colleagues of progress and notify running on schedule by assessing the data upon receipt to determine if adequate and usable. Quickly communicate with the client as needed, demonstrating proactiveness and responsiveness. 
  • Keep projects and deliverables on time and schedule established with the client. Immediately inform leader if circumstances arise to impede or jeopardize timelines.
  • Show initiative to become a thought leader within the industry by helping author content.
  • Complete administrative functions, mandatory training, and other internal responsibilities, in a timely manner.
  • Remain flexible and adaptable in work schedule and assignment as defined by departmental and company need.
  • Maintain a positive attitude and contribute to a positive work environment.  

QUALIFICATIONS:

  • Bachelor’s degree in Accounting, Finance, or Accounting
  • Minimum of 2 years of experience as a Financial Analyst within a business valuation firm. 
  • Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of Appraisers (ASA), or Certified Public Accountant (CPA). 
  • Proficiency in financial management tools and software.
  • Excellent attention to detail and organizational skills.
  • HRSA experience preferred.

KNOWLEDGE & SKILLS:     

  • Ability to work independently with minimal supervision.
  • Strong attention to detail. 
  • Excellent oral and written communication skills, tailoring to audience, and interpersonal   skills.
  • Proficient in Microsoft Office Suite, with advanced experience in Excel, Word, and PowerPoint.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. 
  • Ability to deal with problems involving several concrete variables in standardized situations.
  • Strong knowledge of accounting and financial theory.
  • Financial modeling experience. 

Skills Required

  • Bachelor's degree in Accounting or Finance
  • Minimum of 2 years of experience as a Financial Analyst within a business valuation firm
  • Financial modeling experience and ability to construct complex financial models
  • Proficiency in Microsoft Office Suite, with advanced experience in Excel, Word, and PowerPoint
  • Proficiency in financial management tools and software
  • Strong knowledge of accounting and financial theory
  • Excellent attention to detail and organizational skills
  • Excellent oral and written communication and interpersonal skills
  • Ability to work independently with minimal supervision
  • Actively pursue continuing education and professional certifications (CFA, NACVA, ASA, CPA)
  • HRSA experience
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The Company
HQ: Dallas, TX
208 Employees
Year Founded: 1995

What We Do

VMG Health has been focused solely on healthcare’s highly regulated industry since 1995 and is nationally known for quality and responsiveness. Our services span transaction due diligence to coding guidance to physician alignment and cover all healthcare sectors. Allow VMG Health to move your strategy forward. Chicago | Dallas | Denver | Minneapolis | Nashville | New York

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