M & A Analyst - Torrance, CA

UnitedHealth Group•Torrance, CA

17h•$72,800 - $130,000•Hybrid

About The Position

This role will be responsible for supporting OptumCare in business combinations and strategic growth initiatives by assisting in the evaluation and execution of healthcare services mergers, acquisitions, and partnership opportunities in the Western United States. The Analyst will work closely with teammates and leaders across all functions of the business, including strategy, finance, and operations. The Analyst will collaborate with a group of highly motivated teammates and be expected to successfully manage simultaneous work streams and effectively communicate analysis results among the team and with senior executives. This position is hybrid and is based in Torrance, CA.

Requirements

Bachelor’s degree in Economics, Finance, Accounting, or Business Administration
Advanced proficiency in Excel, PowerPoint, and Word
Working knowledge of Copilot across M365 applications
High energy and ability to thrive in a fast-paced environment with many stakeholders

Nice To Haves

Experience from M&A group at an investment bank, private equity firm, accounting firm, corporate development department, or other related finance experience
Experience with M&A transactions, physician group acquisitions or adjacent experience in the managed care and/or care delivery environment
Direct M&A transaction and valuation experience
Building and interpreting valuation models, including discounted cash flow (DCF) and other returns analysis
Detailed knowledge of financial statements and valuation methodologies, with ability to create detailed financial and operational models with zero defects in outputs and formatting
Working knowledge of standard accounting practices and statistical techniques
Understands the strategic and operational implications of financial analysis
Preparing, reading, and interpreting financial statements
Solid quantitative and analytical skills

Responsibilities

Develop and maintain financial models to evaluate acquisitions, partnerships, and strategic investments, including discounted cash flow (DCF) models, precedent transaction analysis, and comparable company and industry benchmarks
Analyze the financial and operational impact of potential transactions, including revenue and cost synergies, cash flow implications, capital requirements, and key value drivers
Support execution across the full development lifecycle, including opportunity evaluation, financial and operational due diligence, transaction structuring, and closing activities
Assist with financial and operational due diligence, including data room review, detailed data analysis, issue identification, and coordination with internal functional teams
Participate in diligence meetings and management presentations with target companies and work alongside external advisors, including investment bankers, legal counsel, and accounting firms
Prepare investment memoranda, executive presentations, and analytical materials for senior leadership and investment committees, ensuring accuracy, clarity, and alignment with strategic objectives
Research, screen, and evaluate potential acquisition and partnership opportunities, supporting target identification and development of the transaction pipeline
Support ad hoc analytical and strategic projects, including tracking active and closed transactions, monitoring prior investments, and improving internal deal management tools and processes
Demonstrate ownership, curiosity, and attention to detail, proactively identifying ways to improve analyses, processes, and team effectiveness while taking on increased responsibility over time