Posted 22 days ago

Do you have compassion and a passion to help others? Transforming healthcare and millions of lives as a result starts with the values you embrace and the passion you bring to achieve your life’s best work.(sm)


The Sr. Financial Analyst is responsible for a full range of activities from leading small to mid-size acquisitions and Corporate Development projects to assisting Senior Leadership on larger more complex projects related to acquisition and joint venture efforts.


Primary Responsibilities:

  • Research and assess potential Acquisition targets or strategies and create financial models in the assessment of such strategies
  • Responsible for developing acquisition profiles of potential physician practice groups and provide Senior Leadership with a valuation offer range for such targets and assisting and reviewing other analysts work of such profiles and analysis
  • Review all documentation produced by target to ensure all information provided is used in consideration of any transaction. Also work with each target to ensure all required information is provided
  • Conducts legal contracts and payor agreements review
  • Conducts and ensures full due diligence on each acquisition target by working in conjunction with a variety of groups for each area of business expertise
  • Contract review and interaction with legal department to ensure deal terms are properly documented
  • Works collaboratively with functional leads and the integration department to document and analyze each business development project and assist in the integration of such targets into WellMed
  • Tracking of and reporting status of each potential target project and be able to work on multiple prospective or active deals concurrently
  • Responsible for being up to date with WellMed’s business contracts and revenue sources to ensure the most update to date analysis is provided
  • Creates and maintains relative tracking reports to be utilized in Business Development
  • Responsible for documenting and updating changes to workflow, training plans, policies and procedures, as directed
  • Ensuring continuous improvement and the implementation of best practices across the department and as it relates to interaction with other departments
  • Assisting with training and developing new employees or other functional areas
  • Performs all other related duties as assigned
  • Willingness to travel on occasion (overnight less than 10%)


You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

  • Bachelor's degree in Accounting/Finance, Business Administration, Healthcare Administration or related field required or Associate’s Degree with an additional 4 years of experience beyond the required years of experience may be submitted in lieu of a Bachelor’s Degree
  • 4+ years of any combination of accounting or financial analysis experience and project management experience to include experience in modeling and presentations
  • 2+ years of experience in working with internal and external stakeholders (i.e.: Information Technology, Human Resources, Finance, board members, physicians, etc.)
  • Ability to keep information confidential and disperse any such information appropriately and with extreme caution
  • Ability to interact one-on-one and consult with all levels of executive management, physician interaction, leaders in various departments, legal staff, etc.
  • Intermediate level of proficiency with Microsoft Office applications to include Word, Excel, PowerPoint, and Outlook
  • Ability to work under strict deadlines and extra hours if needed on assignments
  • Willingness to travel on occasion


Preferred Qualifications:

  • Master’s degree in Accounting/Finance, Business Adminstration or Healthcare Administration or Certified Public Accountant (CPA) licensed or equivalent experience
  • Accounting or financial analysis experience in a clinic or healthcare setting
  • Experience related to transaction review or analysis
  • Experience in review or preparation of corporate and/or personal tax returns 
  • Experience working in a rapidly-evolving environment (i.e.: rapidly growing business, start-up company, etc.)
  • Healthcare experience
  • Excellent oral and written communication skills


Physical & Mental Requirements: 

  •    Ability to lift up to 25 pounds
  •    Ability to sit for extended periods of time
  •    Ability to use fine motor skills to operate office equipment and/or machinery
  •    Ability to receive and comprehend instructions verbally and/or in writing
  •    Ability to use logical reasoning for simple and complex problem solving


UnitedHealth Group requires all new hires and employees to report their COVID-19 vaccination status.


Careers with WellMed. Our focus is simple. We're innovators in preventative health care, striving to change the face of health care for seniors. We're impacting 550,000+ lives, primarily Medicare eligible seniors in Texas and Florida, through primary and multi-specialty clinics, and contracted medical management services. We've joined Optum, part of the UnitedHealth Group family of companies, and our mission is to help the sick become well and to help patients understand and control their health in a lifelong effort at wellness. Our providers and staff are selected for their dedication and focus on preventative, proactive care. For you, that means one incredible team and a singular opportunity to do your life's best work.(sm)



Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.     


UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.   



Job Keywords: Senior Financial Analyst, San Antonio, TX, Texas

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Senior Financial Analyst - San Antonio, TX