M&A Strategy & Finance Director

Primary City/State: Phoenix, Arizona Department Name: Strgc Grwth/Acquisition-Corp Work Shift: Day Job Category: Finance The Banner Health Strategic Finance department serves as a strategic finance partner, helping translate complex data into clear, actionable insights that support Banner’s growth and investment decisions. By developing detailed pro formas, business cases, and long-range planning models, we enable leadership to evaluate opportunities across markets, service lines, and new ventures with confidence. We work closely with clinical, operational, and finance teams to ensure each initiative is grounded in accurate data, aligned with strategic priorities, and positioned for successful approval through CART, CAC, and Board processes. The Acquisition Support Finance Program Director's role includes: Focused analysis and meaningful collaboration Building and refining financial models, testing scenarios, and integrating inputs from multiple teams, while also leading discussions that guide projects forward and keep timelines on track. Preparing for key approvals, supporting evolving needs, or helping teams navigate complex decisions Fast-paced and purpose-driven work where each day contributes to advancing high-impact initiatives that strengthen Banner’s ability to grow, serve its communities, and deliver long-term value. The ideal candidate will have significant technical and managerial integrated health care system knowledge including VBC, health plans, reimbursement methodologies and cost accounting. Experience with evaluation of FMV valuation modeling, development of pro forma financial P&L's, due diligence. Understanding and ability to model integration success factors. Must have strong analytical, written, and presentation skills, and must also have highly effective communication skills that translate all levels in an organization. Must have extensive PC skills including spreadsheets, relational databases (PowerBI, Tableau, etc.) and presentation applications. The position is responsible for supporting our planning and strategy group in the full life cycle of our M&A activities as well as supporting our service line leadership with necessary analysis and insight on physician and service integration and profitability. Responsibilities include identifying and informing planning and strategy regarding impending risks and opportunities with impending M&A activities; preparing and presenting full scale financial pro forma analysis that adequately informs the organization regarding the financial impact of integrating targets on the enterprise; providing insights and analysis in our service lines to better inform those leaders regarding service and physician footprint modifications; leading due diligence efforts, particularly around financial matters, including quality of earnings (QoE) of targets; assisting with integration strategies and operations as required; preparing/presenting "look back" analysis for purposes of informing management and the board about the impact expected vs. realized; and developing consistent valuation and financial modeling to bring standardization to our approach to evaluating acquisition opportunities. CORE FUNCTIONS Anticipates internal and external business challenges and recommends best practices to improve services, processes or products. Manages projects or programs. Recognized practices to improve services, processes or products. Solves unique and complex problems that have a broad and strategic impact on the business. Presents complex ideas, anticipates potential objectives and persuades others inside and outside the organization to adopt a different point of view. Develops innovative services, technologies, processes or products that address current and future customer problems or needs. Interacts primarily with customers, patients, physicians and/or stakeholders across the organization. Makes decisions within general functional, company and industry guidelines. May manage budgets for large and/or complex projects or programs. Provides consultation and recommendations to senior leadership regarding strategic decisions. MINIMUM QUALIFICATIONS Master's Degree in applicable field. Significant technical and managerial experience, typically gained through seven plus years relevant experience. Experience with valuation modeling, development of pro forma financial P&L's, due diligence and extensive experience in the health care field. Must have extensive PC skills including spreadsheets, databases and presentation applications. Must have strong analytical, written, and presentation skills, and must also have highly effective communication skills that translate all levels in an organization. PREFERRED QUALIFICATIONS Experience with due diligence and risk/opportunity identification and analysis. Additional related education and/or experience preferred. EEO Statement EEO/Disabled/Veterans ( Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability. Our organization supports a drug-free work environment. #J-18808-Ljbffr Banner Health