- Prepare and analyze pro-forma and historical financial statements and valuation model building, including presentations to senior and executive management. - Assessment of pro forma valuation metrics, including EBITDA adjustments and synergy analysis- Review targets contracts and material agreements for contract and business terms, as well as develop strategy to maximize profitability and growth opportunities.- Participation in analysis (including KPI assessments) of proposed projects from financial and operational perspectives.- Gather and verify information through correspondence and telephone calls with key business / physician leaders, and third parties.- Create concise discussion packages to be presented to prospective targets during the onsite diligence.- Support all functions (i.e. finance, legal, managed care, tax, risk management, and operations) to review due diligence materials and examine “red flags”, issues and resolutions, and integration challenges.

- Served on the engagement team for audits of a large, publicly traded personal services firm and a regional timber investment fund - Coordinated with client personnel to obtain required documentation for audit testing - Prepared reports for audit partners and senior managers to present to client management regarding bond refinancing, revenue projections, cash and short-term investments, and lines of credit - Performed substantive testing and analytical procedures on revenues and cost of sales via inspection of relevant documentation and analysis of revenue performance indicators

- Leveraged newly available federal price transparency data regarding insurance reimbursement rates paid to hospitals to identify opportunities for reimbursement rate increase negotiations with insurance providers- Analyzed capital expenditure rates across hospital departments to aid in the development of the capitalexpenditures budget and prepared related reports for use in capital budgeting meetings- Modeled tuition rates compared to other academic medical centers to support tuition pricing decisions and increasecompetitiveness in relation to other regional academic medical centers