Senior Associate

Key Responsibilities

• Perform financial modeling and analysis to assess the financial health and performance of healthcare organizations involved in transactions.
• Analyze financial statements, evaluate revenue streams, assess profitability, and identify key financial metrics.
• Conduct extensive market research to identify trends, opportunities, and potential risks within the healthcare sector.
• Gather and analyze data on market size, competitive landscape, regulatory environment, and industry dynamics to provide valuable insights for decision-making.
• Assist in the due diligence process by collecting and reviewing relevant documents, such as contracts, financial records, operational data, and regulatory filings.
• Analyze this information to identify potential risks, opportunities for value creation, and to validate the assumptions made during the transaction process.
• Contribute to the valuation of both entities and services agreements using various valuation techniques.
• Develop high quality deliverables to support your analysis and conclusions.
• Support the transaction team throughout the deal lifecycle and assist in preparing transaction-related documentation, including investment memorandums, pitch books, and presentations.
• Coordinate with external stakeholders and help manage the overall deal process.
• Develop complex financial models to evaluate different scenarios, forecast financial performance, and simulate the impact of potential strategic initiatives.
• Aid in decision-making, risk assessment, and the development of transaction strategies.
• Prepare reports and presentations summarizing their findings and recommendations.
• Share these reports with internal teams, clients, and other stakeholders to support informed decision-making and guide transaction strategies.

Requirements

• Bachelor’s degree with a focus in finance or accounting from an accredited college/university required.
• Master's degree in finance or accounting concentration preferred.
• Additional certifications (ASA, ABV, CVA, CFA, CPA, etc.) preferred.
• Minimum three (3) years of experience in a consulting role preferred.
• Minimum three (3) years of academic or relevant work experience to strongly demonstrate the following skills and knowledge: data analysis, statistical analysis, financial modeling and forecasting, strong problem-solving and troubleshooting skills with the ability to exercise mature judgment, proficient in Microsoft Office Suite with advanced-level Excel proficiency required.

Performance Standards

• Demonstrate a career mindset with respect to your role.
• Meet all established deadlines.
• Communicate regularly and fully.
• Ask questions (“don’t assume”).
• Develop error-free and high-quality work.
• Think like a strategist.
• Consistently look for ways to “make it better” and “make you better.”
• Be disciplined and dignified in your representation of Coker in both work and non-work settings.

Summary

WHAT WE OFFER:

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package, including health insurance, 401(k), and paid time off.
• Opportunity to work in a high-growth, innovative company at the forefront of healthcare compliance.
• A collaborative and supportive work environment with ample professional development opportunities.

Benefits

• Medical/Dental/Vision Coverage
• Health Savings Account with Employer Contribution
• 401(k) Retirement Plan with Match
• Employee Assistance Program (EAP)
• Basic Life, AD&D, Short/Long-Term Disability
• In Office Lunch Perks
• Telework Opportunities
• Paid Time Off
• Parental Leave
• Paid Holidays
• Certification and Professional Development Support

Diversity In Hiring

Coker's success has always depended in large measure on the individual and collective ability of its people. The different perspectives, backgrounds, and individual styles of our people offer great opportunities to add value to the firm, and we believe that each person’s role is vital to Coker success. Coker is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.