Employment Type:

Full time

Shift:

Day Shift

Description:

Knows, understands, incorporates and demonstrates the mission, vision and values of Trinity Health in behaviors, practices and decisions.

Performs proactive industry and organization specific market research and analyses of competitor and potential target organizations. Completes on-going assessments of health care business and environmental trends that may provide new development opportunities to the System, regional and/or local levels.

Supports the development of System and HM strategic plans. Develops updates and applies criteria to determine the strategic value and fit of potential transaction partners in partnership with senior leadership.

Acts as a resource to System and HM senior leadership and strategy, planning, and business development leadership on specific transactions and partners with various functional areas to develop explanatory, analytical and financial information for various transactions to share with multiple constituencies (e.g., sponsoring organizations, Trinity Health Board of Directors, Executive & Governance and Stewardship committees, bond rating agencies, government agencies, etc.)

Continually learns and applies key healthcare ecosystem dynamics (e.g., payer, regulatory, political, consumer, physician group, employer, etc.) for multiple markets across the country, including markets we are in or may enter.

Effectively communicates progress and activities to appropriate parties on an ongoing basis and leverages the knowledge and expertise of experts within and outside Trinity Health.

Participates directly in negotiation sessions with external stakeholders.  Acts as project manager on certain transactions. Depending on transaction, may lead, direct or support transaction oversight team. Provides analytical and tactical direction and support to mergers, acquisitions, joint ventures, other partnerships, and divestitures including the Request for Proposal (RFP) process, negotiations, due diligence and integration activities. 

Leads and completes work for Hart-Scott-Rodino pre-merger filings, working in partnership with HMs, System Office finance and legal to update filing information including but not limited to financials, master addresses list, joint venture ownerships and recent transactions. Records reasoning and references to changes. Coordinates with various departments and HMs across the ministry to verify, edit and update the information.

Leads Request for Proposal responses through the entire transaction process. Facilitates opportunity and develops strategy and vision in partnership with HM (if applicable when opportunity is in or near an HM market) to present to Executive Leadership Team and outside organization. Project manages to meet deliverables and timelines. 

Drafts and finalizes Indication of Interest, term sheets or Letter of Intents in partnership with legal and HM partners for transactions.

Creates business plan(s) for any emerging strategic imperatives and engages HM leaders and subject matter experts to understand current state. Utilizes research to determine future state operations. Assesses and compares HM market opportunity, competitiveness and readiness through data-driven processes and prioritize markets if initiative is system-wide. Implements plans and reviews capital requests as part of Capital Management Council's work and any subsequently related transaction plans.  

Manages or assists in due diligence processes through execution of transactions, termination of discussions, divestiture or closing and facilitates the transition of divested or acquired entities and coordinates  communications between multiple parties within and outside of Trinity to answer questions, access and share appropriate information, gather and synthesize attestations and due diligence findings, compile due diligence report and support facilitation and logistics coordination of due diligence report out to Trinity executives.

Supports and/or coordinates investigating prospective owner’s (e.g., if divestiture) or target organization’s (e.g., if acquisition) background, history, management, employees and culture, quality of earnings, mission/advocacy focus, market share, assets and cash flows, integrity of financial information, and coordinating with other Trinity Health System Office functions to review/evaluate employee benefit issues, tax exposures, other liabilities and information systems.  Creates due diligence attestation packets, facilitates and leads due diligence process report out. Identify, track and follow up on open items remaining throughout the due diligence process until transaction is closed.

Establishes and manages Data Room. Requests, cleans, formats, synthesizes and organizes multiple