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 SBMF's mergers, acquisitions, integrations, and strategic growth through financial analysis, due diligence support, project coordination, reporting, and post-close performance tracking. Develop and maintain accurate general ledger and financial statement information to support financial planning, reporting, and strategic decision-making. Initially support the Friends transaction and related 2026 closeout work while learning SBMF's finance processes and contributing to organization-wide reporting. Coordinate annual audit and tax-return preparation activities, partner with Finance and cross-functional leaders, maintain accurate information, track commitments, and help ensure acquired operations transition without disruption.

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.

Execution & Accountability

• Maintain acquisition and integration workplans, timelines, issue logs, decision logs, action items, and supporting documentation; follow up with accountable owners on open items.
• Coordinate due diligence information requests and organize financial statements, contracts, payroll and headcount data, vendor information, operational metrics, licenses, and other transaction records.
• Support pre-close readiness and post-close activities, including reconciliations, license follow-up, required documentation, contract migration, vendor transition, and financial-data transfer.

Communication & Partnership

• Partner with Finance and M&A leadership and collaborate with Legal, Tax, HR, IT, Operations, Compliance, Revenue Cycle, clinical teams, target organizations, and external advisors.
• Coordinate meetings, document decisions, communicate status and outstanding needs, and help keep cross-functional stakeholders aligned on deadlines and deliverables.
• Prepare clear summaries and presentation materials for Finance, executive leadership, and Board discussions, including transaction status, risks, financial results, integration progress, and synergy performance.

Strategic Initiatives & Special Projects

• Support evaluation of acquisition, affiliation, partnership, and other strategic growth opportunities through research and analysis of financial and operational information.
• Assist with Day 1 planning and transition activities involving communications, systems access, banking and treasury, accounts payable, vendors, contracts, ERP, HR, finance, reporting, and operational systems.
• Support the Friends transaction, related 2026 closeout activities, Finance team priorities, and other strategic or cross-functional projects as assigned.

Financial Acumen, Analysis & Reporting

• Build and maintain financial models, forecasts, valuation support, sensitivity analyses, reconciliations, dashboards, and recurring or ad hoc management reports.
• Prepare monthly and annual closing journal entries with supporting documentation and post entries to the general ledger; assign account codes and transaction classifications to ensure accuracy, consistency, and completeness.
• Maintain accurate general ledger information and support the preparation of financial statements, reconciliations, and related schedules for management reporting and strategic planning.
• Track approved synergies, including cost savings, revenue improvements, contract consolidation, and headcount commitments; compare results with transaction assumptions and explain variances.
• Maintain acquisition pipeline and integration reporting, validate data for completeness and accuracy, and support post-transaction reviews and process improvements.

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 with mergers and acquisitions, business integrations, strategic partnerships, or large-scale organizational projects is a must.
• Experience in healthcare, including laboratory, physician practice, pharmacy, or related healthcare services.
• Experience with ERP systems, business intelligence tools, financial reporting platforms, or project management software.
• 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

• 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.