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Senior Financial Analyst

1 day ago


Dallas, TX, United States VMG Health Full time

Job Type

Full-time

Description

VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through 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

Senior Analysts will support all members of their team on a variety of healthcare engagements. Primary responsibilities will be data collection, client financial analysis, financial modeling, due diligence, report writing, supporting manager, senior managers and partners as well as mentoring first and second year analysts.

KEY RESPONSIBILITIES:

  • Gather information and data such as, but not limited to, financial statements, earnings reports, contracts, operational reports and any other data or information required to thoroughly provide the contracted product to the client. Responsible for ensuring clients do not provide any data that is governed by the Health Insurance Portability and Accountability Act, (HIPAA) and immediately informing the client of receipt of such data and destroying it.
  • Keep projects running on schedule by interrogating the data immediately to determine if adequate and usable to perform the contracted product. Quickly communicate to the client that provided the information and either confirm that the information is adequate or request it in another form.
  • Perform various financial analyses, financial models, due diligence and report writing. Review own work and that of teammates to ensure quality of product.
  • Be available for all requisite calls and site visits as necessary and determined by supervisors.
  • Keep projects and deliverables on time and schedule established with the client. Immediately inform supervisor if circumstances arise to impede or jeopardize timelines.
  • Keep all team members including analysts, other senior analysts, managers, senior managers and partners informed of progress as and in the format established within the respective team.
  • Actively pursue continuing education and certifications such as CFA, American Society of Appraisers, Certified Public Accounting, etc.
  • Coordinate with the research and marketing departments to co-author at least 2 articles or presentations annually with a Manager, Sr. Manager or Partner.
QUALIFICATIONS:
  • Bachelor of Business Administration with course work in Accounting and Finance. Minimum 3.25 out of 4.0 GPA overall or 3.5 GPA in core course work.
  • Minimum of 2 years' work experienced as a financial analyst in a business valuation firm.
  • Strong knowledge of accounting and financial theory
  • Financial modeling experience
  • Proficient in Microsoft Office
  • Particularly experience with Excel
  • Excellent verbal and written communication skills
  • The ability to provide appropriate customer service, both internally and externally, is a material part of the job.
  • Ability to work independently with minimum supervision.
Travel:
  • Up to 25% travel
Office:
  • Hybrid - 4 days in office