Jobs · Finance · California

M & A Analyst - Hybrid in Torrance, CA

Optum · Torrance, CA · 2 mo ago
Finance$73k–$130k/yrFull-time

For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together. 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.

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

Requirements

  • Bachelor's degree in Economics, Finance, Accounting, or Business Administration

Qualifications

  • 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
  • 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

Schedule

If you are located in Torrance, CA, you will follow a hybrid schedule with three in-office days per week.

Pay

The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, and certifications.

Benefits

  • Comprehensive benefits package
  • Incentive and recognition programs
  • Equity stock purchase
  • 401k contribution (all benefits are subject to eligibility requirements)

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