Financial Analyst, Mergers & Acquisitions

South Bend Medical Foundation (SBMF) South Bend, Indiana | Full-Time | Exempt

Join a Mission-Driven Organization

At South Bend Medical Foundation, our mission is to provide high-quality medical services while recognizing that there is a life behind everything we do. As an independent, physician-led, not-for-profit healthcare organization, we are committed to improving the health of our communities through excellence in laboratory, pharmacy, and healthcare services.

As SBMF continues its strategic growth and expansion, we are seeking a Financial Analyst, Mergers & Acquisitions to support acquisitions, integrations, strategic partnerships, and other growth initiatives. This role will contribute to financial analysis, due diligence, integration planning, reporting, budgeting, forecasting, and organizational performance monitoring. In addition to supporting M&A activities, the analyst will partner across the Finance team on a variety of strategic, operational, and financial initiatives that help drive organizational decision-making and long-term success.

This is an exciting opportunity for a finance professional who enjoys combining analytical expertise with cross-functional collaboration to help drive organizational growth and long-term success.

What You'll Do

• Support mergers, acquisitions, affiliations, strategic partnerships, and other organizational growth initiatives.
• Assist with financial due diligence activities, including collection, analysis, and organization of financial, operational, payroll, contractual, and vendor information.
• Develop and maintain financial models, forecasts, business cases, dashboards, and management reports to support strategic and operational decision-making.
• Support annual budgeting, forecasting, financial planning, and variance analysis processes.
• Analyze financial and operational performance and provide actionable recommendations to leadership.
• Track acquisition and integration workplans, milestones, commitments, and reporting requirements.
• Coordinate with Finance, HR, IT, Operations, Compliance, Revenue Cycle, Legal, and external advisors on strategic initiatives and integration activities.
• Support Day 1 integration planning and post-close transition efforts for acquired organizations.
• Monitor and report on financial performance, synergy realization, and key business metrics.
• Prepare reports, presentations, and executive summaries for leadership, board committees, and other stakeholders.
• Identify opportunities for process improvement, operational efficiencies, and enhanced financial reporting.
• Participate in special projects and provide analytical support across the Finance department as organizational needs evolve.

Our RISE Values

At SBMF, our culture is guided by RISE:

• Respect – We value every individual and treat others with dignity and compassion.
• Innovation – We continuously seek new and better ways to serve our communities.
• Stewardship – We responsibly manage resources entrusted to us.
• Excellence – We are committed to delivering exceptional quality and service in everything we do.

Benefits

SBMF offers a comprehensive benefits package designed to support employees both professionally and personally, including:

• Medical, dental, and vision insurance
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA)
• Company-paid life insurance and long-term disability coverage
• Voluntary supplemental insurance options
• 403(b) retirement plan with employer contribution opportunities
• Paid time off and paid holidays
• Employee Assistance Program (EAP)
• Wellness and preventive care resources
• Professional development and continuing education opportunities
• A collaborative, mission-driven workplace focused on serving our communities