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Novant Health · 23 hours ago

Director Due Diligence

Charlotte, NC

Full-time

Hybrid

Director/Executive

7+ years exp

Novant Health is seeking a Director of Diligence PMO to support their efforts in coordinating due diligence for newly acquired health systems and technologies. This role involves navigating complex purchase documents, developing synergy plans, and preparing board-level materials while ensuring risks are managed during the transition to integration.

FitnessHealth CareHospitalMedical

H1B Sponsor Likely

Responsibilities

Navigating complex purchase documents

Establishing clean room protocols

Developing and validating synergy/dis-synergy plans

Developing and preparing board level materials

Support due diligence read-outs / board presentations

Supporting the entire transaction with core responsibilities

Ensuring identified risks are appropriately managed while transitioning to our integration team

Supporting coordination and operational components of due diligence activities

Managing all critical functions including Virtual Data Room (“VDR”) set up, permission management, document control, and close out

Working knowledge of financial due diligence (i.e., Quality of Earnings, Working Capital, and Balance sheet)

Analyzing target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation of and negotiation with the target company

Developing and prioritization of due diligence request lists

Developing work plans for components of engagements, coordinate activities between work streams and identify changes in scope

Managing cross-functional teams to deliver operational due diligence engagements and transition to our integration team

Mobilizing and managing multiple engagement teams / workstreams

Coordinating with deal teams to establish integration budget baselines while managing internal and external spend within each functional team

Partnering with integration team members and senior executives to define how they employ M&A - in alignment with their corporate strategy - to drive profitable growth and enable them to compete effectively

Developing internal frameworks, processes, and policies to support staff development

Willingness to develop and manage comprehensive M&A tracking tools

Ability to work independently and manage multiple task assignments

Qualification

M&A experienceDue diligence managementFinancial analysisLeadership interfaceCPACFAHealthcare systems knowledgeInvestment banking knowledgeCommunication skillsProblem solving skillsTeam management

Required

Bachelor's degree in Finance, Accounting, or related field

7+ years M&A, Big 4 consulting, investment banking, due diligence, or corporate development

Minimum of 7 years of professional experience

Proven track record of leading and executing complex due diligence projects with a focus on interfacing with leadership and functional workstreams to develop strategic decisions and present findings

Writing, reviewing, and presenting reports including findings and recommendations from M&A transaction financial due diligence perspective to our leadership team

Support the Due Diligence Office (DMO) to de-risk transactions and better prepare the VP/Director(s) of Integration for transition to BAU

Setting, supporting, and delivering due diligence engagement objectives by defining the scope, plan, and budget across all core functions in coordination with the VP of Diligence PMO

Support initial and ongoing operational due diligence reviews

Assist in completing and reviewing comprehensive written reports containing information and analysis related to the operational environment of potential investments

Resolve findings, working with internal departments to address and mitigate operational due diligence-related issues

Management of all critical functions including Virtual Data Room (“VDR”) set up, permission management, document control, and close out

Working knowledge of financial due diligence (i.e., Quality of Earnings, Working Capital, and Balance sheet)

Ability to analyze target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation of and negotiation with the target company

Working knowledge and ability to manage all technical workstreams including Finance, HR, Contracts, Contracts, etc