Description

Summary: The M&A Financial Analyst/Associate works closely with Mergers & Acquisitions leadership to execute successful dental clinic acquisitions. They will provide company decision makers (COO, CDO, VP of Mergers & Acquisitions) with in-depth analyses of acquisition targets. They will assume a support role, under the supervision of the Director of Mergers & Acquisitions, for an end-to-end (go-to-market target identification, valuation, and due diligence to close) M&A transaction process within a multifunctional team. 

Essential Duties and Responsibilities:

· Take ownership of developing preliminary and in-depth valuation analyses for acquisition targets by creating and maintain financial models

· Identify and assess key profit drivers, risks, and synergies related to potential transactions

· Perform industry research and competitive analysis for anchor practices in new markets 

· Prepare presentations for investment committee meetings with key company decision makers 

· Assist in letters of intent (LOIs) preparation and deal structure creation.

· Contributed throughout the full acquisition process from deal origination, financial analysis, due diligence, and closing activities

· Construct illustrative proposals and ad hoc deliverables for targets and their advisors 

· Facilitate, organize, and maintain the company’s diligence documentation including:

· Oversee third party due diligence providers to ensure timely and accurate analyses 

Competency:

· Strong analytical skills with the ability to analyze complex situations and make relevant recommendations.

· Excellent financial skills, with the ability to detect trends from financial statements and provide analysis to leadership to improve their decision-making ability.

· Well-developed problem-solving skills, with an emphasis on innovative and creative solutions that result in a more effective mergers & acquisition department.

· Excellent interpersonal and communication skill (both oral and written) including the ability to communicate with individuals having both sophisticated and unsophisticated financial acumen.

· Results oriented and achievement motivated. Ability to meet deadlines and work well with others in a fast-paced environment.

· Ability to execute multiple projects simultaneously while maintaining an organized and detail approach.

Requirements

Skills:

· 0-3 years of experience in investment banking, transaction advisory, corporate development, management consulting, or valuations

· Bachelor’s degree preferably with an emphasis in Finance or Accounting

· Expert Microsoft Excel skills for both financial modeling and other analytical functionality· Strong business acumen and economic mindset with the ability to communicate complex decisions effectively and efficiently through both written and verbal communication· In-depth understanding of accounting and finance principles as they apply to transactions and the go-forward operations of a company