Intrinsic LLC

Role Description Healthcare M&A deals don't run on a standard diligence playbook. Revenue cycle performance, payor mix sensitivity, provider compensation structures, and reimbursement risk require someone who can read what the data is actually saying — not just organize it. As a Senior Associate on Intrinsic's healthcare TAS team, you'll execute the analytical core of buy-side and sell-side financial due diligence: - Proof of cash - QoE analysis - Net working capital - Revenue and profitability trending You'll work directly alongside VPs and Directors on PE-backed healthcare deals, building real sector depth and technical command in one of the most dynamic corners of the M&A market. Qualifications - At least 2 years of experience in audit, financial due diligence, transaction advisory, or closely related financial analysis - Bachelor's degree in Accounting, Finance, or Business; CPA licensed or actively pursuing preferred - Strong Excel skills with the ability to handle large, complex datasets accurately and efficiently - Ability to synthesize financial data into clear findings — not summaries, but conclusions with a point of view - Experience with or a genuine interest in healthcare services, provider businesses, or healthcare transactions is a meaningful plus Requirements - Execute core financial due diligence analyses: proof of cash, revenue and profitability trending, balance sheet reviews, vendor and payroll analysis, and QoE/NWC adjustments - Build and maintain databooks from large, complex datasets — organized, formatted, and accurate enough to support defensible conclusions - Draft report sections and revise based on VP and Director feedback; your work product needs to be clear and precise before it moves up - Manage the data room — track incoming documentation, flag gaps, and keep outstanding requests current - Prepare analytical exhibits and financial questions ahead of management meetings - Own your self-review; accuracy is your responsibility before anyone else sees it - Healthcare-specific analysis including: - Revenue cycle dynamics: collections trends, denial rates, days in A/R, coding and billing patterns - Payor mix and reimbursement rate sensitivity across commercial, Medicare, and Medicaid - Provider productivity and compensation model analysis (wRVU-based, collections-based, hybrid structures) - Healthcare-specific QoE adjustments: pro forma provider adds, contract rate changes, one-time reimbursement impacts - MSO structures, de novo vs. acquisition growth, and ancillary service performance - Support internal initiatives between engagements: peer coaching, recruiting, process improvement, and practice development - Track activity and manage workflow through Salesforce and firm tools Benefits - Expected base salary range of $101,000 to $127,000 annually - Annual discretionary bonus targeted at 15% of base salary - Medical, dental, and vision insurance - 401(k) plan with employer contribution - Paid time off, including vacation, sick leave, and company holidays - Paid parental leave - Hybrid and remote work flexibility - Professional development support and continuing education reimbursement - Participation in the firm's employee ownership model This position is eligible for remote work. Compensation reflects the full posted range and is not adjusted by geography.

Role Description Most senior advisory roles ask you to choose either the technical standard or lead the client relationship. This role demands both and adds a third dimension: building the practice itself. As Director of our Finance & Accounting Advisory Services (FAAS) practice, you will set the quality bar for how we serve PE-backed portfolio companies through the most consequential moments in their finance function’s evolution. You’ll carry the authority to shape engagement strategy, make judgment calls on complex technical matters, and hold the room with PE sponsors, CFOs, and Boards who depend on your perspective to make high-stakes decisions. The Mandate: - Own a portfolio of concurrent client relationships as the senior point of accountability. - Translate PE-backed finance challenges and goals into executable transformation plans. - Fix the past, build the infrastructure for the future, and ensure every workstream connects back to enterprise value. - Shape the trajectory of our FAAS practice, define our delivery methodology, build the team, and establish frameworks and intellectual capital. Qualifications - CPA required (active or eligible). - 8+ years of progressive experience in Big 4 FAAS, PE-backed controllership or CFO advisory, top-tier consulting, or corporate finance leadership. - Demonstrated mastery across multiple domains: close transformation, technical accounting (ASC 606/842/805), cash and working capital management, M&A integration, and exit preparation. - Authoritative command of US GAAP, PE-specific accounting (normalization, carve-outs), and ERP/system landscapes. - Deep fluency in middle-market finance functions: cash-to-accrual migrations, first-time audits, QuickBooks-to-ERP transitions, close process redesign. - Travel required for engagement kickoffs and firm meetings (estimated 20 to 30%). Requirements - You command the room with PE Partners, CEOs, CFOs, and Boards. - You translate complex accounting into plain-English business implications. - You design and own workplans that align people, systems, and processes. - You navigate competing stakeholder priorities confidently. - You set the standard for quality, client experience, and what "done well" looks like. - You are decisive under pressure and intellectually versatile. - You build teams, hire well, and create an environment for others to excel. - You are entrepreneurial and refine methodology as you execute. Benefits - Expected base salary range of $155,000 to $250,000 annually. - Annual discretionary bonus targeted at 15% of base salary. - Benefits include medical, dental, and vision insurance. - 401(k) plan with employer contribution. - Paid time off, including vacation, sick leave, and company holidays. - Paid parental leave. - Hybrid and remote work flexibility. - Professional development support and continuing education reimbursement. - Participation in the firm's employee ownership model.

The Role Healthcare M&A deals don't run on a standard diligence playbook. Revenue cycle performance, payor mix sensitivity, provider compensation structures, and reimbursement risk require someone who can read what the data is actually saying — not just organize it. As a Senior Associate on Intrinsic's healthcare TAS team, you'll execute the analytical core of buy-side and sell-side financial due diligence: proof of cash, QoE analysis, net working capital, revenue, and profitability trending. You'll work directly alongside VPs and Directors on PE-backed healthcare deals, building real sector depth and technical command in one of the most dynamic corners of the M&A market. Why Intrinsic You own your development. Intrinsic is not a place where careers happen to you. You run real workstreams, own your deliverables, and are accountable for what goes out the door. If you want to grow fast, the environment supports it — but you have to drive it. The path forward is clear. Intrinsic is a private, independent firm — not a bureaucracy. The progression from Senior Associate to Vice President is defined and real. When you're ready to step up, the opportunity is there. As you advance, so does your stake in what we're building: at the Director level and above, our employee ownership structure means the firm's success is directly yours. When the firm wins, you feel it. Before you reach ownership, the 15% bonus target at this level is meaningful and tied to the firm's performance. This isn't a token variable comp — it's a real part of how you're rewarded for strong work in a strong year. You'll develop in a high-performance environment. Feedback here is direct and developmental. The standard is high, the pace is real, and the people around you are committed to the same level of excellence. If that's the environment you do your best work in, you'll thrive here. What You'll Own Engagement Execution - Execute core financial due diligence analyses: proof of cash, revenue and profitability trending, balance sheet reviews, vendor and payroll analysis, and QoE/NWC adjustments - Build and maintain databooks from large, complex datasets — organized, formatted, and accurate enough to support defensible conclusions - Draft report sections and revise based on VP and Director feedback; your work product needs to be clear and precise before it moves up - Manage the data room — track incoming documentation, flag gaps, and keep outstanding requests current - Prepare analytical exhibits and financial questions ahead of management meetings - Own your self-review; accuracy is your responsibility before anyone else sees it Healthcare-Specific Analysis - Revenue cycle dynamics: collections trends, denial rates, days in A/R, coding and billing patterns - Payor mix and reimbursement rate sensitivity across commercial, Medicare, and Medicaid - Provider productivity and compensation model analysis (wRVU-based, collections-based, hybrid structures) - Healthcare-specific QoE adjustments: pro forma provider adds, contract rate changes, one-time reimbursement impacts - MSO structures, de novo vs. acquisition growth, and ancillary service performance Firm Contribution - Support internal initiatives between engagements: peer coaching, recruiting, process improvement, and practice development - Track activity and manage workflow through Salesforce and firm tools What Makes You a Fit Your background: - At least 2 years of experience in audit, financial due diligence, transaction advisory, or closely related financial analysis - Bachelor's degree in Accounting, Finance, or Business; CPA licensed or actively pursuing preferred - Strong Excel skills with the ability to handle large, complex datasets accurately and efficiently - Ability to synthesize financial data into clear findings — not summaries, but conclusions with a point of view - Experience with or a genuine interest in healthcare services, provider businesses, or healthcare transactions is a meaningful plus How you work: - You drive your own career — you don't wait for someone to hand you opportunities, you earn them - You own your work product; accuracy is your responsibility before it reaches anyone else - You track what's open, anticipate what's next, and communicate clearly when something shifts - You hold yourself to a high standard under pressure — multiple live workstreams and hard deadlines bring out your best, not your excuses - You receive feedback, implement it, and move forward; you see it as part of performing at a high level Who you are: - Competitive in the right way — you measure yourself against a high bar, not the person next to you - Direct and clear: in how you communicate, how you think through problems, and how you deliver findings - Intellectually curious — you go past the surface of the data because you want to understand, not just report - Someone who takes the long view on their career: you're here to build something real, not collect a paycheck Compensation & Benefits This position has an expected base salary range of $102,000 – $162,000 annually. Skills, experience, education, and qualifications determine final compensation. Employees are also eligible for an annual discretionary bonus targeted at 15% of base salary, bringing target total cash compensation to approximately $117,300 – $186,300. Benefits include medical, dental, and vision insurance; a 401(k) plan with employer contribution; paid time off, including vacation, sick leave, and company holidays; paid parental leave; hybrid and remote work flexibility; professional development support and continuing education reimbursement; and participation in the firm's employee ownership model. All full-time employees are eligible for these benefits. This position is eligible for remote work. Compensation reflects the full posted range and is not adjusted by geography. Equal Opportunity Employer Intrinsic is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, pregnancy, genetic information, marital status, sexual orientation, gender identity or expression, veteran status, or any other status protected by applicable federal, state, or local law. We are committed to building a diverse and inclusive workplace where everyone feels respected and empowered to do their best work. Intrinsic complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, and termination. Applicants who require a reasonable accommodation to participate in the hiring process may contact us at info@intrinsicfirm.com.

About Intrinsic At Intrinsic, we believe that success is built on strong relationships and exceptional service. Headquartered in Denver, Colorado, we are a majority employee-owned company that partners with private equity firms, their portfolio companies, and the office of the CFO to provide transaction advisory services, valuation advice, and accounting and finance support. Since our founding in 2010, we’ve focused on what matters most: our people and clients. We take pride in our collaborative approach, tailoring each engagement to the unique situation at hand. We deliver more than just quality—we provide an unparalleled client experience with every interaction. This commitment is reflected in the strength of our team and culture, fueling an environment where every professional is empowered to contribute and grow. With our sights set firmly on your success, we give every project the attention it deserves. We're not just advisors—we’re partners dedicated to propelling businesses forward. About the Role We are looking for a high-performing and strategically minded Director of Transaction Advisory Services, with proven experience supporting clients in the software and technology vertical , to lead complex buy- and sell-side financial due diligence projects. In this critical leadership role, you will work closely with private equity clients and middle-market companies to evaluate investment opportunities and uncover insights that drive better deal outcomes. You will also play a key role in advancing our software and technology industry transaction work, leveraging your sector knowledge to support complex deals in an evolving industry landscape. This position is ideal for someone who thrives at the intersection of data, strategy, and client service—and who is energized by developing others and growing a high-caliber tea m. What You'll Do Lead and manage multiple buy-side and sell-side financial due diligence engagements, working directly with clients and target companies. Analyze and synthesize complex financial and operational data to assess the quality of earnings, net working capital, and other key metrics. Produce clear and concise reports that highlight key findings, risks, and strategic considerations for clients. Conduct client and management interviews, communicate insights with clarity, and provide expert recommendations throughout the transaction lifecycle. Participate in firm-building initiatives, including business development, service innovation, and recruiting. Mentor, train, and evaluate junior professionals to foster technical growth, leadership development, and a strong team culture. Ideally, You Have A bachelor’s degree in accounting or finance; CPA or equivalent certification preferred. 5–7 years of relevant experience, ideally in a Transaction Advisory Services group at a Big 4 or national consulting firm. Demonstrated success leading financial due diligence engagements for private equity or middle-market clients. Direct experience working with software and technology companies, including analyzing SaaS/recurring revenue models and calculating related metrics. Advanced analytical skills with the ability to convert complex data into practical insights. Excellent verbal and written communication skills with a client-focused approach. Exceptional project management capabilities and the ability to balance multiple deadlines and priorities. Ideally, You Are Naturally curious, resourceful, and energized by solving problems that require critical thinking. Motivated by delivering exceptional work and building long-term client relationships. Excited to work in a collaborative, fast-paced, and entrepreneurial environment. Someone who takes initiative, embraces responsibility, and leads with integrity. Compensation and Benefits This position has an expected annual base salary range of $175,000 - $230,000. Final compensation will be based on experience, education, skills, and qualifications. In addition to base salary, employees may be eligible for a performance-based bonus. Intrinsic offers a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) plan with employer contribution; paid time off, including vacation, sick leave, and company holidays; paid parental leave; flexible work arrangements; and ongoing professional development support. All full-time employees are eligible for these benefits.