Senior Analyst – Financial Due Diligence
The Senior Analyst will primarily support quality of earnings (QoE) engagements and may also contribute to other healthcare-focused assignments, including valuations, M&A support, strategic consulting, and additional financial advisory projects.
Office Environment: Hybrid schedule. Office located in Downtown Chicago with easy access to public transportation.
Key Responsibilities
- Support financial due diligence projects—both buy-side and sell-side—for healthcare organizations, private equity firms, corporate acquirers, and investment banks.
- Build and interpret financial models to evaluate historical and forecasted performance, assess earnings quality, analyze working capital needs, and identify potential risks or contingent liabilities affecting the target entity.
- Conduct management interviews and follow-up discussions to validate assumptions and communicate findings related to earnings quality, net assets, cash flow drivers, and other key metrics.
- Draft detailed due diligence deliverables, including analyses of Quality of Earnings, Quality of Net Revenue, Net Working Capital, and Debt/Debt-like items.
Qualifications
- Bachelor’s degree in Accounting required.
- CPA eligibility required; CPA or related certification strongly preferred.
- Minimum of 18 months of Big Four experience or 2+ years with a national accounting firm.
- Solid grasp of U.S. GAAP, relevant technical accounting issues, and—where applicable—SEC reporting considerations.
- Demonstrated ability to analyze complex financial information and convert data into clear, actionable insights.
- Industry knowledge of the healthcare sector and its regulatory landscape is essential.
- Strong financial modeling skills.
- Proficiency in Microsoft Excel, PowerPoint, and the full Microsoft Office suite; experience with QuickBooks is a plus.
- Exceptional communication skills, both written and verbal.
- High level of accuracy, strong client service mindset, and the ability to work with minimal supervision.
- Comfortable operating in a dynamic, deadline-driven environment with evolving priorities.
