- Execute core financial due diligence analyses: proof of cash, revenue and profitability trending, balance sheet reviews, vendor and payroll analysis, and QoE/NWC adjustments
- Build and maintain databooks from large, complex datasets
- Draft report sections and revise based on VP and Director feedback
- Manage the data room — track incoming documentation, flag gaps, and keep outstanding requests current
- Prepare analytical exhibits and financial questions ahead of management meetings
- Own your self-review; accuracy is your responsibility before anyone else sees it
- Analyze revenue cycle dynamics: collections trends, denial rates, days in A/R, coding and billing patterns
- Analyze payor mix and reimbursement rate sensitivity across commercial, Medicare, and Medicaid
- Perform provider productivity and compensation model analysis (wRVU-based, collections-based, hybrid structures)
- Conduct healthcare-specific QoE adjustments: pro forma provider adds, contract rate changes, one-time reimbursement impacts
- Analyze MSO structures, de novo vs. acquisition growth, and ancillary service performance
- Support internal initiatives between engagements: peer coaching, recruiting, process improvement, and practice development
- Track activity and manage workflow through Salesforce and firm tools
Microsoft ExcelAccountingFinancial analysis