Gratia

• Process documentation, claims, and data reports strictly following standard operating procedures. • Identify and flag anomalies, missing information, or process breaks to senior team members before they become bigger issues. • Communicate directly with customers and internal stakeholders to resolve escalations and answer questions clearly. • Maintain and update tracking spreadsheets or internal systems to ensure accurate daily reporting. • Manage conflicting priorities and deadlines, communicating trade-offs to your team when urgent requests arrive.

• Define multi-year growth plans, portfolio expansion, and business model pivots. • Run structured assessments to prioritize new markets, segments, or targets (Score → Select → Deep-Dive). • Build robust, assumptions-driven models to value investments, acquisitions, or build-vs-buy decisions. • Map competitive landscapes, cluster archetypes, and identify open market whitespace. • Diagnose pipeline constraints, prioritize channels, and design actionable rollout plans.

• Review and cross-check complex financial figures across full company reports to identify inconsistencies and reporting errors. • Conduct thorough financial and operational analysis focused on aviation, defense systems, and MRO supply chains. • Write clear, concise executive summaries that translate raw financial data and discrepancies into easy-to-understand insights. • Analyze historical financial performance to support strategic decision-making and business evaluations.

• Lead the market entry study, starting by defining "need to believe" conditions and deal-killers for the UAE market. • Conduct primarily secondary research (with scalable options for primary outreach) to assess the mid-market gap and margin viability between IKEA and luxury tiers. • Build and pressure-test a full financial forecast and capital requirement sizing to validate the ~$500K initial entry budget. • Develop a dynamic cash-flow management tool for the General Partner to run day-to-day operations on a rolling 12–18 month basis. • Synthesize complex data into a board-ready recommendation and partner directly with the CEO and senior advisors.

• End-to-End Build: Configure intake forms, complex approval routing, conditional logic, and role-based permissions within Kissflow. • Data Architecture: Design data structures and field mapping to ensure clean, reliable reporting across all workflow steps. • Rapid Iteration: Implement changes quickly based on BA specs and stakeholder feedback. We value the ability to ship iterations fast. • Technical Troubleshooting: Identify and resolve issues involving routing logic, permissions, and edge cases. • Documentation: Create clear configuration notes and maintenance guidance for every workflow delivered.

• Create and structure data domains across treasury, finance, risk, FP&A, and accounting — defining granularity, business logic, and data ownership from scratch where needed • Own source-to-target mapping end-to-end — extract, transform, enrich, cleanse, and map data from messy source systems into clean, reliable outputs • Translate business needs into clear technical requirements — work directly with finance, treasury, and risk stakeholders to clarify what they actually need, and spec that clearly for technology teams or external vendors • Navigate accounting and financial nuance — understand concepts like management fee structures (receivables vs. payables, date logic, transaction-level detail), ratings hierarchies, and cash flow categorization well enough to avoid pulling the wrong data • Operate with minimal ramp-up — whether you've worked inside a comparable firm or come from a strong treasury/risk data background, you're expected to orient quickly and drive work forward without heavy training

Role Description We’re seeking a high-caliber Senior M&A / Transaction Advisory Specialist to support our client's buyout strategy — end-to-end execution of control investments in US healthcare provider organizations and services businesses. The role centers on the rigorous financial and operational due diligence required to transform traditional healthcare practices into AI-native platforms, partnering closely with investment, AI, and operating teams across the deal lifecycle. - Lead the analytical components of due diligence, including financial performance reviews, unit economics tracking, and the audit of detailed operating models. - Synthesize complex data into concise investment committee materials to support high-stakes investment decisions. - Conduct deep-dive analyses of US physician practices, focusing on payer–provider dynamics, reimbursement landscapes, and M&A rollup potential. - Build and interpret sophisticated three-statement models and deal-structuring scenarios. - Partner with AI and operating teams to support transformation workstreams and value creation initiatives. Qualifications - 4+ years in private equity, investment banking, or transaction advisory (TAS). - Proven experience analyzing US-based healthcare provider transactions (e.g., physician practices, clinics, or rollups). - Exceptional financial modeling skills and experience managing the full deal lifecycle. - Proactive interest in leveraging AI and data-driven tools to enhance sourcing and diligence workflows. - Ability to translate complex financial analyses into strategic insights for senior leadership and stakeholders. - A flexible schedule that allows for a consistent daily overlap with US business hours. Benefits - This is a long-term contract/freelance role designed for independent professionals who want the freedom of private practice without the isolation of working alone. - We offer both part-time and full-time engagement options. - Compensation is tailored to your expertise. - Elevate your profile by working directly with leaders at innovative global organizations like Gannett and Portrait Analytics. - We believe in moving from "doing" to "leading." You’ll have a defined trajectory to gain specialized expertise and leadership skills.

• Help progress active deal flow by managing timelines, coordinating with external advisors (legal, tax, accounting), and overseeing Virtual Data Rooms (VDR). Review Quality of Earnings (QofE) reports and commercial due diligence to identify potential "deal-breakers" or valuation adjustments. • Build and scale driver-based 3-statement models (P&L, Balance Sheet, Cash Flow) and multi-year projections from scratch. • Design frameworks and sensitivity analyses to quantify downside risk and upside potential. • Perform rigorous valuations using DCF frameworks, comparable company analysis, and precedent transactions. • Transform messy, raw operational data from target companies into structured, logical insights to support market entry or fundraising.

• Manage PAM-related workstreams across core investment accounting and portfolio accounting processes. • Analyze and map how cash flows are captured, processed, and reflected within the system. • Review current-state PAM workflows to identify process gaps, system issues, manual workarounds, and areas for logic optimization. • Translate business and accounting requirements into clear systems documentation, workflow notes, logic trackers, and technical specs. • Support PAM-related analysis across multiple asset classes, including mortgages, alternatives, fixed income, and equities. • Handle low-code or configuration-oriented systems tasks to align system behavior with business requirements.

Role Description Gratia is expanding its elite delivery team to optimize and scale critical operational infrastructure for a high-profile US client. As a Full-Stack Web Developer, you will be taking ownership of an existing internal pricing application, transforming architectural blueprints into robust live features. You will not be building from scratch. Instead, you will dive into a single-developer codebase, map existing data structures, and execute complex schema migrations on a live system without disrupting upstream Salesforce data or downstream Kimball systems. What you’ll do - Partner directly with the original founding developer to co-maintain, optimize, and expand the existing web application. - Own the end-to-end execution of a major live data model migration, ensuring zero downtime or data corruption. - Maintain, troubleshoot, and build out robust integrations connecting upstream Salesforce data to downstream Kimball systems. - Multi-archetype data splitting, rewiring approval logic, implementing a new pricing mode, updating 6 lookup tables, and building corresponding UI updates. - Independently build out admin UIs, value levers, historical context trackers, and feature toggles. Qualifications - 5+ years of professional full-stack web development experience. - Expert-level proficiency with relational data modelling (SQL/PostgreSQL/MySQL) with proven experience running live schema migrations. - Deep working knowledge of Salesforce API and PSA / billing tool integrations. - Demonstrated ability to join, respect, and rapidly navigate a single-developer, legacy codebase. - Bilingual English / Spanish fluency. Requirements - Starting at $30/hour. - Able to start 1 week from offer acceptance. - Work duration 6 months (extension possible). - Background check is required. - Flexible, with 4-6hrs overlap with US business hours required. Please share your typical working hours. - Independent consulting/freelancer contract with 20/hr per week requirement.