M & Analyst - Hybrid in Torrance, CA

Improve the lives of others while Caring. Connecting. Growing together.

Job Description - M & A Analyst
- Hybrid in Torrance, CA (2380961)

M & A Analyst
- Hybrid in Torrance, CA - 2380961

For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together.

This role will be responsible for supporting Optum Care in business combinations and strategic growth initiatives by assisting in the evaluation and execution of healthcare services mergers, acquisitions, and partnership opportunities in the Western United States. The Analyst will work closely with teammates and leaders across all functions of the business, including strategy, finance, and operations. The Analyst will collaborate with a group of highly motivated teammates and be expected to successfully manage simultaneous work streams and effectively communicate analysis results among the team and with senior executives.

If you are located in Torrance, CA, you will follow a hybrid schedule with three in-office days per week.

• Develop and maintain financial models to evaluate acquisitions, partnerships, and strategic investments, including discounted cash flow (DCF) models, precedent transaction analysis, and comparable company and industry benchmarks
• Analyze the financial and operational impact of potential transactions, including revenue and cost synergies, cash flow implications, capital requirements, and key value drivers
• Support execution across the full development lifecycle, including opportunity evaluation, financial and operational due diligence, transaction structuring, and closing activities
• Assist with financial and operational due diligence, including data room review, detailed data analysis, issue identification, and coordination with internal functional teams
• Participate in diligence meetings and management presentations with target companies and work alongside external advisors, including investment bankers, legal counsel, and accounting firms
• Prepare investment memoranda, executive presentations, and analytical materials for senior leadership and investment committees, ensuring accuracy, clarity, and alignment with strategic objectives
• Research, screen, and evaluate potential acquisition and partnership opportunities, supporting target identification and development of the transaction pipeline
• Support ad hoc analytical and strategic projects, including tracking active and closed transactions, monitoring prior investments, and improving internal deal management tools and processes
• Demonstrate ownership, curiosity, and attention to detail, proactively identifying ways to improve analyses, processes, and team effectiveness while taking on increased responsibility over time

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration

• Experience from M&A group at an investment bank, private equity firm, accounting firm, corporate development department, or other related finance experience
• Experience with M&A transactions, physician group acquisitions or adjacent experience in the managed care and/or care delivery environment
• Experience in the following areas:
  • Direct M&A transaction and valuation experience
  • Building and interpreting valuation models, including discounted cash flow (DCF) and other returns analysis
  • Detailed knowledge of financial statements and valuation methodologies, with ability to create detailed financial and operational models with zero defects in outputs and formatting
  • Working knowledge of standard accounting practices and statistical techniques
  • Understands the strategic and operational implications of financial analysis
  • Preparing, reading, and interpreting financial statements
  • Solid quantitative and analytical skills
• Advanced proficiency in…