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

Works closely with:

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:

Office

Schedule:

Monday to Friday

Experience:

Accounting: 1 year (Preferred)

License/Certification:

CPA (Preferred)

Location:

Irvine, CA (Required)

Work Location: Remote

Agendia Inc. jobs

Director, Business and Investment Analyst