Senior Associate

Job Description Summary

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The Senior Associate, M&A will be primarily responsible for preparing and analyzing pro forma financial models to support Millennium Healthcare’s acquisition strategy and expansion into new markets. This role will lead the development of transaction-level financial analyses, including revenue and cost projections, capital requirements, returns analysis, and post-transaction performance tracking, to inform investment decisions and executive approval.

In addition to financial modeling, the Senior Associate will support M&A reporting by communicating deal economics, KPIs, and trends to senior leadership, the parent company, and the Board. The role will partner closely with Business Development, Recruiting, Integrations, IT, and Value-Based Care teams to incorporate operational, clinical, and market assumptions into pro forma models and diligence analyses.

This position requires strong analytical judgment, advanced Excel and financial modeling skills, and the ability to translate complex financial scenarios into clear, actionable insights for stakeholders. The Senior Associate will also contribute to market entry analyses and ad hoc financial modeling to support the Growth team’s broader strategic initiatives.

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How will you make an impact & Requirements

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The Senior Associate at Millennium Healthcare will help lead the reporting process around M&A to communicate with key internal stakeholders (executive team, parent company and board) on KPIs and trends on the M&A function at MPG. The Senior Associate will also be responsible for the preparing pro formas for potential acquisitions and analysis supporting entry into new markets for MPG understanding the demographics and possible entry points of MSAs of interest. This role will require working with multiple teams across Millennium including Business Development Directors, Recruiting, Integrations, Information Technology, Value Based Care, among others providing a breadth of exposure within the organization and the healthcare landscape. The Senior Associate will also provide recurring data for the Growth teams KPIs as well as perform ad hoc analyses for the team.

Responsibilities

• Lead the reporting process related to M&A activities, providing insights and updates to key stakeholders, including the executive team and board members. This includes tracking key performance indicators (KPIs) and trends in M&A.
• Analyze new markets for potential entry, which includes demographic studies and identifying strategic entry points. Will prioritize markets based on a diverse set of data points.
• Prepare pro forma financial models for potential acquisitions and assist in preliminary modeling. Prepare presentations and reports that summarizes deal expectations, expected capital outlays, returns from transactions, and post-transaction monitoring. Effective communication with various teams and stakeholders is essential.
• Independently analyze, reconcile, and troubleshoot large, complex healthcare datasets (such as fee-for-service reports, service funds and other detailed utilization files) to support valuation, diligence, and transaction-related analyses.
• Work closely with multiple teams across the organization, including Business Development, Recruiting, Integrations, and IT, which provides a broad exposure to the healthcare landscape.
• Perform ad hoc analyses to support the growth team and contribute to the management of the salesforce database and deal pipeline.
• Effectively express ideas and findings in both individual and group settings, tailoring communication to meet the needs of diverse audiences. Demonstrate strong listening skills to ensure clarity and understanding.
• Take active steps to influence outcomes and achieve goals. Demonstrate self-starting behavior and proactively seek opportunities for self-development and improvement.
• Uphold and promote ethical standards and organizational norms in all business activities. Ensure compliance with company policies and demonstrate a thorough understanding of the organization's Code of Conduct.
• Take accountability for meeting or exceeding individual and team goals. Commit to producing results that align with company objectives, prioritizing tasks, and following up on progress.
• Work collaboratively with cross-functional teams and stakeholders, respecting the contributions of others. Foster a team-oriented environment by listening to diverse opinions and working towards consensus to achieve organizational goals.
• Perform other related duties as assigned.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or a related field. A master’s degree or professional certification (e.g., CFA, CPA) is a plus
• 4+ years of experience in financial analys