AIM OF THE POSITION:
The Director of Business and Investment Analyst will take ownership of but not limited to analyzing, reporting, and structuring business opportunities related to financing, partnerships, M&A, and corporate strategies. This position will be responsible for; gathering information about financing scenarios, growth, competitors, and market share possibilities; developing proposals and/or reviewing deal structures; reviewing and analyzing financial statements; building models and reports of the aforementioned areas that senior management can leverage to make decisions; and support key areas as the business opportunities move forward. The Director of Business Analyst will also be involved with, and in some cases lead, FP&A and investor relation activities. This position will work with senior management, the finance team, cross functional departments, and external parties as applicable.
POSITION WITHIN THE ORGANIZATION:
1. Reports to Global VP, Finance
2. Cooperates with all departments across the organization
3. Participates in:
Department meetings
Project meetings
Working groups
Project groups
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provide leadership and support across the company’s corporate strategies and opportunities such as financing, partnerships, and M&A activities from initial evaluation through deal execution to post-deal integration activities
o Conduct research, gather information, and analyze; industry, market, and competitive landscape research and competitive analysis
o Manage and coordinate diligence activities including cross functional level diligence workstreams
o Coordinate with applicable external 3rd parties including but not limited to bankers
o Coordinate with various internal stakeholders including shareholders as applicable
o Provide key metrics, reports, trackability of the activities, and presentations
- Support/Lead financial planning and analysis activities
o Help develop financial operating plan(s) in collaboration with the company’s leadership team
o Conduct variance and forecasting analysis
o Prepare scenario models and analysis
o Identify and track key business KPIs
o Prepare the financial reporting packages reported to the company’s leadership team and Supervisory Board
o Proactively identify issues and opportunities to guide the company’s decision-making process
o Review and analyze internal financial data to identify issues, opportunities and trends including product or service profitability, productivity, and return on investment
o Cash forecasting
The above listing represents the general duties considered essential functions of the job and is not to be considered a detailed description of all the work requirements that may be inherent in the position.
KEY CONTACTS:
Internal
o Accounting, Finance, Billing & Reimbursement
o Department heads
o Executive Team
o Marketing
o Sales
o Product Development
o R & D
o Medical Affairs
o Regulatory
EDUCATION AND EXPERIENCE REQUIREMENTS:
EDUCATION
- Bachelor's degree Finance, Accounting, Business or Economics with a focus on quantitative skills
- Master’s degree preferred
EXPERIENCE
- Requires a Minimum of 6 to 10 years total experience relevant to this role, including in-house FP&A / M&A experience and possibly strategic consulting, banking, or investment
- Supervisory experience of staff analysts
- Medical Diagnostics or other HealthCare industry experience required
- Public company experience including Sarbanes-Oxley compliance
- Investment banking experience preferred
- Experience with shareholder analytics (ROI) desired Experience in cap table analytics desired
- Experience structuring equity deals desired
KNOWLEDGE, SKILLS AND ABILITIES (KSA’S)Specific Knowledge Required:
- Experience having worked on numerous successful M&A transactions from start to finish
- Excellent and proven analytical skills
- Strong attention to detail
- Strong communication and organizational skills
- Demonstrated ability to define, analyze, research, and communicate issues
- Ability to handle multiple projects and tasks, and to prioritize tasks, in a fast-paced environment
- Demonstrated abilities as a critical and strategic thinker
- Proficiency with Microsoft Word, PowerPoint, and advanced Excel skills, including experience with complex financial spreadsheets
- Ability to work with Company’s Executive management
- Must be a self-starter
- Ability to work independently and as a part of a team
BEHAVIOURAL COMPETNCIES/DESIRES SKILLS:
- Judgment - Displays willingness to make decisions and participate in upper management decision- making; exhibits sound and accurate judgment.
- Motivation - Sets and achieves challenging goals; demonstrates persistence and overcomes obstacles.
- Superior leadership skills that lead to the development of highly functioning marketing organization through motivation and development of personnel.
- Creative Problem Solving - Applies creative, out-of-the box thinking to overcoming obstacles and taking advantage of opportunities in the marketplace.
- Manage Priorities - Works well in a fast-paced environment filled with many priorities and time sensitive projects.
· PRIVACY NOTICE: To review the California privacy notice, click here: https://agendia.com/privacy-policy/
· Employees must not be classified as an excluded individual who is prohibited from participation in any Federal health care program.
WORKING ENVIRONMENT:
Establishes ADA (Americans with Disabilities Act) requirements
ENVIORNMENT/SAFETY/WORK CONDITIONS:
Working conditions (inside or outside the office).
- General office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to travel domestic and internationally for extended periods of time
TRAVEL:
Ability to travel domestically and internationally up to 25%
OTHER DUTIES:
Other duties as required
Job Type: Full-time
Pay: $180,000.00 - $220,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Physical Setting:
Schedule:
Experience:
- Accounting: 1 year (Preferred)
License/Certification:
Location:
Work Location: Remote