Job Description

**If after reading this post you would like to apply, please be sure to follow the instructions at the end to be considered for the position.**

Who We Are

We are an Austin, TX-based healthcare practice brokerage specializing in the sale of healthcare businesses with annual revenues between $1MM and $15MM. Our team of 15 operates nationwide. We value resourcefulness, effective communication, accountability, and integrity; and great candidates will care deeply about those things, too.

The Role: Financial Analyst and M&A Underwriter

We seek a full-time Financial Analyst and Underwriter with an accounting/finance background. Experience as an commercial banking underwriter, bookkeeper, accountant, or credit analyst for small businesses is preferred, but candidates with finance roles, and new graduates with accounting/finance/business degrees are welcome too. This can be an entry-level position for the right candidate, or a great career change opportunity for a tax or banking professional.

Responsibilities:

• Collaborate with clients and their accountants to obtain financial statements
• Process financial data into our internal review system
• Identify discretionary and one-time expenses through investigation and client team interactions
• Audit financials to produce recasted financial statements for buyer review

Ideal Candidate:

• Enjoys or seeks experience with small business accounting
• Likes investigating financial data to understand business operations
• Enjoys refining their process for efficiency and effectiveness
• Comfortable being on the phone and video calls with clients and their accounting teams

Requirements:

• Reside or ability to reside in Austin, TX
• Proficient in Excel and Google Sheets
• Strong team player and collaborator
• Excellent work ethic and attention to detail
• Knowledge of financial statements and accounting principles
• Fit for our company values listed above

Preferred Qualifications Include:

• Licensed CPA
• BA/BS in accounting or finance
• 1-2 years in investment banking, commercial banking, or private equity
• Experience building financial models in Excel
• Extensive experience preparing both ledgers and financial statements with Quickbooks
• Experience reconciling tax returns, financial statements, and payroll reports
• Experience with the tax implications of selling a business
• Experience with Valuations/Appraisals
• Experience with financial statement analysis and data mining of key performance indicators from small business’s operational systems

Our Team

You'll join a diverse group of MBAs, healthcare professionals, real estate experts, CPAs/bookkeepers, and M&A specialists, with hands-on training provided.

Compensation

Starting around $65,000 per year depending on experience and any preferred qualifications you might have. Entry level candidates requiring skill-building may start slightly lower during the first 8-12 weeks of training. Benefits include a 4% 401(k) match (after 6 full months), 100% employee coverage medical benefits, and profit sharing.

How to Apply

• Please take 4-5 minutes to complete the Enneagram Personality test here:
• Send a screenshot of your results along with a resume and introductory email to jobs@practicetransitionsgroup.com

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