Execute all aspects of the M&A process, including sourcing opportunities, evaluating targets, and conducting due diligence.
Build and maintain financial models, including valuation and synergy analysis, to support deal evaluation.
Manage stakeholder relationships with investment bankers, advisors, and internal teams to drive transactions.
A-LIGN is a leading provider of high-quality, efficient cybersecurity compliance programs, offering services like SOC 2, HITRUST, FedRAMP, and PCI. They are a fast-paced company with a focus on growth and employ experienced auditors supported by audit management technology.
Conduct outreach and discovery calls with sellers and advisors to qualify acquisition opportunities.
Perform historical financial underwriting and earnings quality assessments on potential deals.
Build and maintain relationships with investment bankers, brokers, and advisors to grow deal pipeline.
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Founded in 2019, they operate subsidiaries with over $400 million in consolidated revenue across 40+ industries and 30 states, with a culture that values ownership, humility, curiosity, and sustainable performance.
Assist with the preparation of annual operating and capital budgets for departments and service lines.
Develop and analyze financial and operational models to support the budget process and prepare multi-year forecasts.
Review monthly financial statements, compare actuals to budget, and report findings to leadership.
UnityPoint Health is a healthcare organization dedicated to providing compassionate care. It is recognized as a Top 150 Place to Work in Healthcare and offers a supportive culture focused on belonging and development.
Assist in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board.
Build and maintain financial models to support financial planning and reporting and provide insights to leadership.
Monitor daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making.
The Zebra provides online tools and licensed agents to simplify car and home insurance shopping. With over 74 million quotes compared since 2012, they employ a diverse team of tech and insurance veterans and were named an Austin Business Journal's 2026 Best Place to Work.
Support VP, Revenue Operations in pro forma preparation and financial analysis for new business proposals.
Review revenue and provider data using case logs, calculate projected revenue, and develop staffing strategies.
Maintain proposal logs, prepare client meeting decks, and perform strategic analysis using Salesforce and other tools.
NorthStar Anesthesia is a company of caregivers, founded by an anesthesiologist and a CRNA, partnering with over 280 client sites across 20+ states. With more than 4,000 anesthesiologists and CRNAs, it focuses on high-quality care and improved operating room performance.
Build and analyze financial models and pricing scenarios for standard and non-standard agreements, evaluating critical variables including pricing, discounting, term length, usage commitments, and gross margin impact.
Partner with Sales to structure commercially sound deals by analyzing tradeoffs across price, volume, and risk, ensuring all structures align with Twilio's financial guardrails.
Own the end-to-end Deal Desk operational workflow in Salesforce/CPQ, from quote building to opportunity closure, ensuring 100% data integrity and policy compliance.
Twilio shapes the future of communications, delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers to craft personalized customer experiences. The company is dedicated to remote-first work and a strong culture of connection and global inclusion, making you part of a vibrant, diverse team.
Lead enterprise-wide reporting initiatives to drive strategic decision-making and business transformation.
Partner with executive leadership and cross-functional teams to deliver actionable insights and establish reporting standards.
Translate complex financial and operational data into clear business recommendations using advanced analytics and BI tools.
Theoria Medical provides multispecialty physician services to skilled nursing facilities across the US, combining medical excellence with technological advancement. They prioritize innovation, compassion, and transparency, operating without ego and focusing on patient outcomes.
Drive end-to-end M&A deal execution including target evaluation, financial modeling, due diligence, and transaction structuring.
Build and manage a repeatable acquisition pipeline with disciplined CRM and playbooks to support 10+ quality acquisitions annually.
Partner cross-functionally with finance, legal, HR, and operations to ensure smooth deal handoffs and post-close integration.
Scientific Safety Alliance (SSA) accelerates life sciences innovation by removing operational friction for pharmaceutical, biotech, hospital, and research facilities. SSA is a 100% founder- and employee-owned company that has created over $300M in enterprise value through disciplined growth and 21 acquisitions, and it continues to be recognized as one of the fastest growing privately held companies.
Support consolidated financial modeling across annual operating plan, long-range plan, and monthly forecasts
Prepare variance analyses and executive-facing deliverables including Board and Audit Committee materials
Partner with finance counterparts to consolidate inputs and identify opportunities to improve planning infrastructure
Hims & Hers is a leading health and wellness platform, on a mission to help the world feel great through better health. A public company traded on the NYSE (HIMS), it values diversity and offers a talent-first flexible/remote work approach.
Collaborate with internal and external stakeholders to design and execute market analyses, including supplier landscaping and demand forecasting.
Develop recommendations and investment cases for suppliers, donors, and country governments to improve access to health commodities.
Cultivate relationships with manufacturers and distributors to support sustainable solutions for low- and middle-income markets.
CHAI is a global health organization committed to saving lives and reducing the burden of disease in low- and middle-income countries. The team consists of highly diverse individuals across 40 countries with a broad range of skill sets and life experiences.
Partner cross-functionally to identify growth opportunities, size potential, and measure execution against targets weekly.
Perform data analysis and design experiments to surface actionable insights and drive metric improvement.
Build and maintain dashboards to track OKRs and turn complex findings into clear narratives for alignment.
Roo is on a mission to empower animal healthcare professionals with more flexibility and earnings, using a veterinary staffing platform connecting over 20,000 professionals to 9,000 animal hospitals. The company has helped provide over 3 million hours of care, with a passionate and diverse team focused on innovation.
Support financial and business stakeholders with data and insights for business strategies and planning.
Develop and maintain financial models aligned with product roadmap and R&D outcomes.
Produce KPI reporting, analyze trends, and provide variance analysis for annual and long-term planning.
Mural provides a digital workspace for visual collaboration, helping teams innovate and align. The team is small and mighty, thriving on analytical curiosity and intellectual honesty, dedicated to serving business partners with diligence and foresight.
Build and maintain financial models for revenue, expenses, provider compensation, and cash flow to support FP&A and strategic planning.
Partner with department leaders to manage budgets, analyze costs, and investigate operational variances to recommend corrective actions.
Leverage AI tools to automate repetitive finance tasks and enhance reporting efficiency while maintaining data integrity.
Heartbeat Health is a healthtech company on a mission to transform cardiovascular care through technology, data, and innovative care models. It is a fast-growing, remote-first company with a collaborative culture focused on improving healthcare at scale.
Manage data intake and processing to ensure accurate client population health insights.
Analyze complex datasets using spreadsheets to drive data-driven decisions.
Collaborate with cross-functional teams and present findings to support patient enrollment and KPIs.
Jaan Health is an AI-based care management company serving healthcare providers with its Phamily platform. As an early-stage company, it fosters a collaborative, mission-driven culture built on growth and ownership.
Process and reconcile investment trading and cash activity, run valuation processes, and prepare net investment income analysis and management reporting.
Ensure compliance with financial reporting standards, assist with audit inquiries, and prepare investment disclosures on STAT and GAAP basis.
Identify opportunities to enhance financial systems and reporting methods, streamline processes via automation, and collaborate with senior management.
Horace Mann is a purpose-driven company passionate about educators, offering insurance and financial products to help educators protect and prepare for their future. Founded in 1945, it serves over 4,100 school districts nationwide, is publicly traded on NYSE, and has more than $12 billion in assets.
Serve as FP&A business partner to Risk Adjustment leaders, preparing monthly revenue and expense forecasts.
Build and maintain complex financial models to support budgeting, forecasting, and long-range planning.
Design and enhance automated reporting and dashboards to improve accuracy and efficiency.
HealthEdge is a healthcare technology company that delivers software solutions for health plans. They foster an inclusive culture with a focus on diversity and innovation.