Financial Analyst, Mergers & Acquisitions
About The Position
South Bend Medical Foundation (SBMF), an independent, physician-led, not-for-profit healthcare organization, is seeking a Financial Analyst, Mergers & Acquisitions to support acquisitions, integrations, strategic partnerships, and other growth initiatives. The role contributes to financial analysis, due diligence, integration planning, reporting, budgeting, forecasting, and organizational performance monitoring. The analyst also partners with the Finance team on strategic, operational, and financial initiatives that support organizational decision-making and long-term success. The position is based in South Bend, Indiana, and primarily works in an office environment. Some travel may be required for integration activities, business development efforts, or visits to prospective partner organizations. Additional hours may occasionally be required to support transaction timelines and organizational priorities.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field.
- Two to five years of experience in financial analysis, accounting, corporate finance, healthcare finance, consulting, transaction support, project coordination, or a related field.
- Strong Microsoft Excel skills and demonstrated ability to analyze financial and operational data.
- Experience creating management reports, forecasts, reconciliations, dashboards, or other decision-support tools.
- Ability to manage multiple priorities, stay organized, and meet deadlines.
- Strong attention to detail and commitment to accuracy.
- Ability to appropriately handle sensitive and confidential business information.
- Strong analytical, quantitative, and problem-solving skills.
- Ability to interpret financial and operational data and communicate findings effectively.
- Strong written and verbal communication skills.
- Ability to collaborate effectively with cross-functional teams and stakeholders.
- Sound judgment, initiative, and adaptability in a dynamic environment.
- High standards of professionalism, integrity, confidentiality, and accountability.
Nice To Haves
- Experience in healthcare, including laboratory, physician practice, pharmacy, or related healthcare services.
- Previous exposure to mergers and acquisitions, business integrations, strategic partnerships, or large-scale organizational projects.
- Experience with ERP systems, business intelligence tools, financial reporting platforms, or project management software.
- Progress toward or possession of an MBA, CPA, CMA, CFA, or similar professional credential.
Responsibilities
- Support mergers, acquisitions, affiliations, strategic partnerships, and other organizational growth initiatives.
- Assist with financial due diligence, including collecting, analyzing, and organizing financial, operational, payroll, contractual, and vendor information.
- Develop and maintain financial models, forecasts, business cases, dashboards, and management reports for strategic and operational decision-making.
- Support annual budgeting, forecasting, financial planning, and variance analysis.
- Analyze financial and operational performance and provide actionable recommendations to leadership.
- Track acquisition and integration workplans, milestones, commitments, and reporting requirements.
- Coordinate with Finance, HR, IT, Operations, Compliance, Revenue Cycle, Legal, and external advisors on strategic initiatives and integration activities.
- Support Day 1 integration planning and post-close transition efforts for acquired organizations.
- Monitor and report on financial performance, synergy realization, and key business metrics.
- Prepare reports, presentations, and executive summaries for leadership, board committees, and other stakeholders.
- Identify opportunities for process improvement, operational efficiencies, and enhanced financial reporting.
- Participate in special projects and provide analytical support across the Finance department as organizational needs evolve.
Benefits
- Medical, dental, and vision insurance.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSA).
- Company-paid life insurance and long-term disability coverage.
- Voluntary supplemental insurance options.
- 403(b) retirement plan with employer contribution opportunities.
- Paid time off and paid holidays.
- Employee Assistance Program (EAP).
- Wellness and preventive care resources.
- Professional development and continuing education opportunities.
- A collaborative, mission-driven workplace focused on serving communities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
