Senior Associate - Transaction Advisory Services - Healthcare at Intrinsic LLC

Stapleford, England, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Dec, 25

Salary

125000.0

Posted On

29 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Due Diligence, Healthcare Sector, Data Analysis, Revenue Analysis, Profitability Analysis, Client Communication, GAAP, Excel Skills, Attention to Detail, Team Collaboration, Risk Assessment, Report Writing, Salesforce, Coaching, Training, Problem Solving

Industry

Financial Services

Description

About the Role We’re seeking a detail-oriented, execution-driven Senior Associate to join our Transaction Advisory Services (TAS) practice. You’ll work closely with Vice Presidents and Directors to deliver high-quality buy-side and sell-side financial due diligence across a range of industries, with a strong preference for candidates who bring experience with—or genuine interest in—the healthcare sector. This role is hands-on: you’ll dig into company financials, build clear analyses, draft report sections, and help translate findings into decision-useful insights for clients. What You'll Do Execute diligence workstreams: Build and analyze databooks; prepare QoE bridges; assess net working capital, debt/debt-like items, and key operating metrics. Own core analyses: Perform revenue/profitability analyses, proof-of-cash and balance sheet support reviews, and other ancillary schedules as needed. Draft client deliverables: Write clear, well-supported sections of financial due diligence reports and executive summaries; incorporate review notes quickly and accurately. Manage information flow: Own the data room; track outstanding requests; maintain organized, audit-ready workpapers and version control. Surface risks & insights: Flag data gaps, unusual trends, and deal issues early; support development of practical recommendations. Collaborate across the deal team: Partner daily with VP/Director on priorities, timelines, and client communications; coordinate with tax, legal, and other third-party advisors. Healthcare exposure (preferred): Support engagements involving multi-site providers, payor dynamics, coding/reimbursement nuances, provider productivity, and revenue cycle considerations. Operate with discipline: Track activity in Salesforce and use firm tools and templates to drive efficiency and consistency. Contribute beyond projects: Help coach Associates/Interns; participate in recruiting, training, and practice improvement initiatives. Ideally, You Have 1–3 years of experience in audit, transaction services/financial due diligence, or closely related financial roles. Bachelor’s degree in Accounting or Finance; CPA or CPA-eligible preferred. Solid grasp of GAAP, financial statements, and M&A mechanics (QoE, NWC, debt-like). Strong Excel skills and comfort working with large, messy datasets. Clear, concise written and verbal communication skills. Proven reliability under tight timelines, with excellent self-review and attention to detail. Healthcare interest/experience (e.g., provider services, payor/reimbursement, RCM, KPIs) is a strong plus. Ideally, You Are Analytical, structured, and detail-oriented, with the ability to identify key issues in complex financial data. Client-focused and commercially minded, with the ability to build lasting relationships. Comfortable operating in fast-paced, high-stakes deal environments. A team leader who leads by example, elevates others, and creates clarity and momentum. Eager to grow within a performance-driven and purpose-aligned firm. Compensation and Benefits This position has an expected annual base salary range of $95,000 – $125,000. Final compensation will be based on experience, education, skills, and qualifications. In addition to base salary, employees may be eligible for a performance-based bonus. Intrinsic offers a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) plan with employer contribution; paid time off, including vacation, sick leave, and company holidays; paid parental leave; flexible work arrangements; and ongoing professional development support. All full-time employees are eligible for these benefits. The Values That Are Core To Intrinsic Craftsperson – We earn the respect of our clients by putting in the work so that our knowledge on matters where we serve them extends well beyond their own understanding. They come to respect and rely on us in this regard. We take enormous personal pride in our ability to contribute in this way. The satisfaction derived from mastery of the art we practice, indicated by our client’s acknowledgment of it, and the authenticity of the relationships we build because of it, is the marquee reason we stay in this business. Relatable – When our clients think about who they’d like to spend time with outside of work, they think fondly of us. We genuinely like and respect each other. Our conversations are informed, but casual. They don’t feel the need to put on a corporate veneer when interacting with us, and we relate our knowledge to them succinctly, and in plain English. We get them to “ah, I got it” with expert precision in a humble yet confident way. Trusted Partner – A natural result of being both relatable and a master craftsman is that we become trusted partners – effective extensions of the clients we work with. Work is awarded on an uncontested basis. Over time, they may ask us to help with endeavors they know lay beyond our stated services, having developed confidence by observing us in situations where we innovate at the margin and find unique solutions in the normal course of traditional engagements. Their respect for us may manifest in other ways as well, like asking about what other kinds of work our firm performs, or referrals to other service providers. They use us as a filter and beacon for other craftspeople. Responsive – We care about our clients and we want them to know that. The way we show it is through responsiveness. Getting a quick response from us, at any time of day or night, even if it’s a few words, makes them know this. When we interact with them in this way, it builds a new and special dimension to the relationship. A personal one. Intellectual Curiosity – Part of our wiring is that we’re nerds at some level. We might have a little social anxiety, and we find solace and enjoyment in diving into topics that sharpen the saw in our craft. We’re not on a path of continuous improvement for financial reasons. We actually enjoy tinkering with concepts and tools that elevate our game. Sometimes we might want to take on an assignment that doesn’t fit with our strategy because something about it will give us the opportunity to personally explore something new. Commitment To The Firm – We have profound organizational ambition. We enjoy winning as a team and watching the flywheel accelerate through collaboration. We like winning independently to motivate our colleagues, and we love nothing more than watching them respond with big wins of their own. We love being the underdog together and the comradery that comes from building something special – with fewer resources and less capital than our competitors – and our clients love being a part of the process as well as we grow. Commitment To Each Other – As much as we like winning together, we like learning and growing together. We acknowledge each of us was carefully chosen for our inherent traits as continuous learners, having a strong desire to improve as both professionals and people. We strive to understand the challenges and demands of one another’s roles and we solve our problems, together. We know that the key to our respective individual successes is underpinned by our growth as leaders and our ability to win as a team, and we improve on both, daily.

Responsibilities

The Senior Associate will execute diligence workstreams, perform core analyses, draft client deliverables, and manage information flow. They will collaborate with the deal team and surface risks and insights to support decision-making for clients.