Jobs · Finance · Arizona

Senior Analyst - Development and Investment

Atlas Healthcare Partners · Phoenix, AZ · 1 wk ago
FinanceFull-time

About the role

The Senior Analyst of Development and Investment will support Atlas in evaluating, structuring, executing, and monitoring ASC investment and strategic growth initiatives, including new ASC development, acquisitions, joint ventures, partnerships, and related investment initiatives. This role requires mastery of financial analysis, investment modeling, and M&A modeling due to the complexity of financing structures, ownership arrangements, and investment structures used across the portfolio.

In addition to supporting transaction execution, this role will assist with operating center analytics post-transaction, investment and portfolio performance assessment, and forecasting for both current and future ASCs. The Senior Analyst will partner closely with Development, Operations, Finance, FP&A, Accounting, physicians, joint venture partners, lenders, advisors, and senior leadership to deliver data-driven insights that support investment decisions, operational improvement, portfolio management, and long-term strategic growth.

Responsibilities

  • Build and maintain financial models for ASC development, acquisitions, joint ventures, and strategic investments, including operating projections, returns analyses, sensitivities, and physician economics.
  • Analyze complex financing, capitalization, ownership, and distribution structures and evaluate their impact on investment returns and stakeholder economics.
  • 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.
  • Evaluate new development, acquisition, and partnership opportunities and support valuation, diligence, transaction structuring, forecasting, and presentation materials.
  • Participate in diligence meetings and management presentations with health system partner leadership.
  • Support analytical and strategic projects, including tracking active and closed transactions, improving internal deal management tools, strengthening reporting processes, and enhancing decision-support capabilities.
  • Utilize advanced analytical and modeling techniques to identify financial trends and opportunities.
  • Demonstrate ownership, curiosity, and attention to detail, proactively identifying ways to improve analyses, processes, and team effectiveness while taking on increased responsibility over time.
  • Prepare concise analyses, reporting, and recommendations for senior leadership.
  • Work cross-functionally with Development, Operations, Finance, Accounting, Legal, physicians, investment banks, and other external advisors to advance investment and development initiatives.
  • Perform all functions according to established policies, procedures, regulatory and accreditation requirements, as well as applicable professional standards.

Requirements

  • Bachelor’s degree in a related field or equivalent experience.
  • 4-5 years of experience in M&A, corporate development, investment banking, consulting, or a related field.
  • Proven understanding of financial statements, accounting fundamentals, and valuation methodologies.
  • Proven analytical, quantitative, and problem-solving skills.
  • Clear and effective written and verbal communication, including presentation to senior stakeholders.
  • Motivation and adaptability, with the ability to manage multiple priorities in a fast-paced, collaborative environment.
  • Advanced proficiency in Microsoft Excel, with strong working knowledge of PowerPoint and Word.

Preferred Qualifications

  • Additional education is preferred.
  • Healthcare experience is strongly preferred.

Benefits

Atlas Healthcare Partners provides industry-leading health and dental benefits, paired with a matching retirement package. We foster a workplace that encourages professional growth and advancement.

Scope and Complexity

The role requires managing dozens of complex, high-impact analyses simultaneously while developing a deep understanding of underlying details and communicating insights succinctly to different audiences. It demands advanced analytical skills to evaluate investment opportunities, manage cross-functional data, and support end-to-end deal execution. The position involves high visibility with senior leadership and collaboration across Development, Operations, and Finance teams. Projects often involve complex financial modeling and strategic decision-making with significant organizational impact.

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