M&a – FP&a Manager

Started in 2016, FreedomCare is a Healthcare company that is innovating and revolutionizing the way home care is delivered. We bring dignity and support to patients needing care in their homes and to the caregivers who care for them.We’re the largest consumer-directed home care agency in NY State, and are continually expanding our areas of focus including operations in other states and tech-based innovations.  

We pride ourselves on our values which drive the level of care that we deliver to our patients:

• Here For You (An attitude of service, empathy, and availability)
• Own It (Drive and ownership)
• Do the Right Thing (High integrity)
• Be Positive (Great attitude and a can-do positive approach to challenges)

The role of the Mergers and Acquisitions and Financial Planning & Analysis Manager is an individual contributor role which will drive our growth strategy through mergers and acquisitions (M&A), financial planning and analysis (FP&A), and ensuring seamless integration of acquired entities. 

1. Mergers & Acquisitions (M&A):

• Collaborate with investment bankers and other financial advisors to identify potential acquisition targets.

• Conduct outreach and prospecting efforts to engage with potential targets.

• Evaluate potential acquisition opportunities, including financial analysis, market assessment, and strategic fit.

• Prepare detailed valuation models and presentations for executive review.

1. Due Diligence:

• Lead and coordinate due diligence efforts, working closely with internal and external teams.

• Evaluate financials, operational metrics, and other key data of potential targets.

• Collaborate with external parties such as accountants, tax advisors, and legal experts to ensure comprehensive diligence.

• Identify potential risks and opportunities related to financial, tax, and accounting aspects of acquisitions.

1. Integration:

• Work with internal counterparts in operations, finance, and other relevant departments to develop and execute integration plans.

• Ensure smooth transition and integration of acquired entities into FreedomCare’s operations.

• Monitor and report on integration progress, addressing any challenges that arise.
• Support post-acquisition activities to achieve operational and financial synergies.

1. Financial Planning & Analysis (FP&A):

• Partner with internal launch teams and marketing teams to build accurate and robust financial forecasts.

• Develop growth projections and compare them against GAAP financials recorded in the accounting system.

• Provide insightful analysis and reporting on financial performance, highlighting key trends and variances.

•  Support budgeting and long-term financial planning processes.

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Business, Economics or related field; MBA strongly preferred.

• Relevant experience in mergers and acquisitions or corporate development.

• Proficiency and relevant experience in financial modeling, forecasting and reporting.

Qualifications:

• Due Diligence: Ability to lead and coordinate due diligence efforts for acquisitions. 

• Integration: Ability to manage post-acquisition integration, working across multiple departments to ensure smooth transitions.

• Strategic Thinking: Ability to assess strategic fit of potential acquisition opportunities and develop integration plans.

• Project Management: Ability to manage multiple projects and partner with cross-functional teams.

• Communication: Effective written and verbal communication skills for presentations and reports.

• Problem-Solving: Demonstrated ability to define, analyze, research and communicate financial issues and propose solutions.

• Attention to Detail: Ability to ensure accuracy in analysis and reporting.

• Technical: Highly skilled in MS Excel and financial modeling tools.

Why work at FreedomCare?

We are here for you and committed to providing a best-in-class employee experience. We offer competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities to grow your career.

This is a place where your voice matters, where we build great relationships, and your work has meaning and a tangible positive impact on others!

At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics.