Finance Mergers & Acquisitions Analyst

Our client is a private equity owned management services company headquartered in Atlanta, Georgia. Our client is a premier network of integrated eye care practices located throughout the Southeast. Our affiliated ophthalmology practices benefit from superior operational expertise, as well as investments in support staff, ongoing education, and state-of-the-art technology.

Our client’s affiliate network consists of 50+ doctors practicing at 40 locations throughout Georgia and Florida and quickly expanding throughout the Southeast.

Our client offers a competitive benefits package to its corporate employees:

  • Medical

  • Dental

  • Vision

  • 401k w/ Match


  • Telemedicine(company paid)

  • EAP(company paid)

  • Group Life/AD&D (company paid)

  • STD(company paid)

  • LTD(company paid)

  • Generous PTO Package

  • 7.5 Paid Holidays

  • Flexible Scheduling

  • Employee Discounts and Perks


Directly responsible for both leading and managing each step, of the seamless execution of all activities and duties, related to pre-deal and post-deal on-boarding of new mergers and acquisitions within an Ophthalmology specific, healthcare/clinical/surgical practice management environment.


  • Collaborate with our Business Development and respective Senior Management Teams during the quality and earning due-diligence review process, along with accurate evaluation of finance and accounting findings post transaction.

  • Directly support the CFO in monthly financial close activities, and the mergers & acquisitions purchase process

  • Owns the identification and remediation of process-gaps within the Mergers and Acquisitions process

  • Responsible for the creation of process workflow improvement initiatives, project managing each phrase of the Integrations process.

  • Partner directly with third party accountants in accurate determination of pre-close asset valuations, including inventory and fixed assets

  • Maintain ownership of the of the Treasury Management functionality surrounding transaction close, including funds flow and post-integration banking relationships and set-up

  • Manage the post-deal implementation of our organizational Accounting operational functions, including the following:

  • Pre-Accounting System Take-over

  • Obtaining access to the initial accounting system

  • Management of cash posting, including deposits and expenses

  • Management of accounts payable on-boarding, including key vendor negotiation and on-boarding to master-level contracts

  • Management of new inventory tracking systems of optical, large cost pharmaceuticals and other critical inventory

  • Management of existing accounting resources (internally and externally)

  • Collaboration with Revenue Cycle Teams for both standardization of charge entry within our practice management systems, along with oversight of patient credit balances

  • Oversight of brokers and internal resources, for proper insurance integration, including management, property & casualty and professional liability coverage * Accounting System (Intacct) Implementation

  • Manage the mapping of chart of accounts

  • Completion of the opening balance sheet, including audit support schedules

  • Manage the conversion of accounting activity for Intacct Go-Live * Oversight of post-transaction legal requirements, including tracking and managing closing cash statements, escrow releases and management of indemnity claims


  • Minimum of 3 years of progressively responsible experience in accounting transaction advisory services (TAS), company accounting operations, public accounting, or consultancy-based accounting experience required.

  • 3 years of Sage-Intacct or similar Accounting software background preferred

  • Ability to fully understand and take ownership for accurately applying the new GAAP Revenue Recognition Standard

  • Minimum of 2 years of experience required within a Healthcare/Clinical/Surgical services environment

  • Minimum of 3 years of experience required within a Mergers & Acquisitions environment – specifically supporting a Healthcare/Clinical/Surgical services

  • Minimum of 2 years of experience required working with practice management systems, specifically competency within NextGen, Nexttech, Compulink, Advanced MD, and My Vision Express preferred

  • Must maintain an uncompromising ethical core belief system

  • Prior Proven Success within a Business Development and Mergers & Acquisitions environment

  • Thorough competency in all aspects of US GAAP and CPA (active or inactive) required

    ters’ Degree in Accounting or similar degree preferred

      • Ability to lead, soar and develop within a fast-paced analytical environment

      • Ability to think critically, complete accounting and financial analysis, managing multiple projects concurrently, with minimal to no oversight

      • Build complex, accurate Excel models from scratch

      • Must maintain an Expert-level of skill within Excel, including multi-tiered reference formulas, sensitivity tables, data tables, etc.

      • Must have experience tracking down information and data, at a very granular level of detail

      • Must be highly organized, efficient and have supreme attention to detail and financial accuracy

      • Must maintain excellent work habits, including a willingness to work the hours necessary to complete the job at hand

      • Must have exceptional written and verbal skills, including memos, PowerPoint presentations, Excel illustrations and the ability to clearly communicate complex financial and accounting topics to both internal and external stakeholders

      • Proven ability to lead and develop a team and drive performance improvement, demonstrated by progressive increases in management responsibility

      • Team player that develops strong collaborative working relationships with internal partners and can effectively engage and ability to build consensus among cross-functional teams

      • Strong problem solving and negotiation skills

      • Excellent interpersonal skills including the ability to interact effectively and professionally with individuals at all levels; both internal and external.