Note: The job is a remote job and is open to candidates in USA. Optum provides integrated health care programs across the continuum of care. The M&A Analyst will support Optum Care’s mergers, acquisitions, partnerships, and strategic growth initiatives by evaluating opportunities, building financial models, conducting due diligence, and assisting with transaction execution. The role collaborates with strategy, finance, operations, senior executives, target companies, and external advisors.
Responsibilities
- 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
Skills
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- 2+ years of experience in investment banking (M&A preferred), corporate development, or other related finance role; healthcare transaction experience
- Solid understanding of financial statements, accounting fundamentals, and valuation methodologies (DCF, comparable companies, precedent transactions, and returns analysis)
- Advanced proficiency in Microsoft Excel, with strong working knowledge of PowerPoint and Word
- Proven ability to build accurate, well-structured financial and operating models and interpret results for business decision making
- Proven solid analytical, quantitative, and problem-solving skills
- Proven clear and effective written and verbal communication, including presentation to senior stakeholders
- Proven motivated and adaptable, with the ability to manage multiple priorities in a fast-paced, collaborative environment
- All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
- M&A preferred
Benefits
- A comprehensive benefits package
- Incentive and recognition programs
- Equity stock purchase
- 401k contribution
- Flexibility to work remotely from anywhere within the U.S.
Company Overview
Company H1B Sponsorship