Financial Analyst, Mergers & Acquisitions

Description

South Bend Medical Foundation (SBMF) South Bend, Indiana | Full-Time | Exempt

Join a Mission-Driven Organization

At South Bend Medical Foundation, our mission is to provide high-quality medical services while recognizing that there is a life behind everything we do. As an independent, physician-led, not-for-profit healthcare organization, we are committed to improving the health of our communities through excellence in laboratory, pharmacy, and healthcare services.

As SBMF continues its strategic growth and expansion, we are seeking a Financial Analyst, Mergers & Acquisitions to support acquisitions, integrations, strategic partnerships, and other growth initiatives. This role will contribute to financial analysis, due diligence, integration planning, reporting, budgeting, forecasting, and organizational performance monitoring. In addition to supporting M&A activities, the analyst will partner across the Finance team on a variety of strategic, operational, and financial initiatives that help drive organizational decision-making and long-term success.

This is an exciting opportunity for a finance professional who enjoys combining analytical expertise with cross-functional collaboration to help drive organizational growth and long-term success.

What You'll Do

• Support mergers, acquisitions, affiliations, strategic partnerships, and other organizational growth initiatives.
• Assist with financial due diligence activities, including collection, analysis, and organization of financial, operational, payroll, contractual, and vendor information.
• Develop and maintain financial models, forecasts, business cases, dashboards, and management reports to support strategic and operational decision-making.
• Support annual budgeting, forecasting, financial planning, and variance analysis processes.
• Analyze financial and operational performance and provide actionable recommendations to leadership.
• Track acquisition and integration workplans, milestones, commitments, and reporting requirements.
• Coordinate with Finance, HR, IT, Operations, Compliance, Revenue Cycle, Legal, and external advisors on strategic initiatives and integration activities.
• Support Day 1 integration planning and post-close transition efforts for acquired organizations.
• Monitor and report on financial performance, synergy realization, and key business metrics.
• Prepare reports, presentations, and executive summaries for leadership, board committees, and other stakeholders.
• Identify opportunities for process improvement, operational efficiencies, and enhanced financial reporting.
• Participate in special projects and provide analytical support across the Finance department as organizational needs evolve.

Our RISE Values

At SBMF, our culture is guided by RISE:

• Respect – We value every individual and treat others with dignity and compassion.
• Innovation – We continuously seek new and better ways to serve our communities.
• Stewardship – We responsibly manage resources entrusted to us.
• Excellence – We are committed to delivering exceptional quality and service in everything we do.

Benefits

SBMF offers a comprehensive benefits package designed to support employees both professionally and personally, including:

• Medical, dental, and vision insurance
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA)
• Company-paid life insurance and long-term disability coverage
• Voluntary supplemental insurance options
• 403(b) retirement plan with employer contribution opportunities
• Paid time off and paid holidays
• Employee Assistance Program (EAP)
• Wellness and preventive care resources
• Professional development and continuing education opportunities
• A collaborative, mission-driven workplace focused on serving our communities

Requirements

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field.
• Two to five years of experience in financial analysis, accounting, corporate finance, healthcare finance, consulting, transaction support, project coordination, or a related field.
• Strong Microsoft Excel skills and demonstrated ability to analyze financial and operational data.
• Experience creating management reports, forecasts, reconciliations, dashboards, or other decision-support tools.
• Demonstrated ability to manage multiple priorities, maintain organization, and meet deadlines.
• Strong attention to detail and commitment to accuracy.
• Ability to handle sensitive and confidential business information appropriately.

Preferred Qualifications

• Experience in healthcare, including laboratory, physician practice, pharmacy, or related healthcare services.
• Previous exposure to mergers and acquisitions, business integrations, strategic partnerships, or large-scale organizational projects.
• Experience with ERP systems, business intelligence tools, financial reporting platforms, or project management software.
• Progress toward or possession of an MBA, CPA, CMA, CFA, or similar professional credential.

Knowledge, Skills & Abilities

• Strong analytical, quantitative, and problem-solving skills.
• Ability to interpret financial and operational data and communicate findings effectively.
• Strong written and verbal communication skills.
• Ability to collaborate effectively with cross-functional teams and stakeholders.
• Sound judgment, initiative, and adaptability in a dynamic environment.
• High standards of professionalism, integrity, confidentiality, and accountability.

Working Conditions

This position is based in South Bend, Indiana and primarily works in an office environment. Some travel may be required to support integration activities, business development efforts, or visits to prospective partner organizations. Additional hours may occasionally be required to support transaction timelines and organizational priorities.