Strategy & Corporate Development Associate - Investment Banking, Management Consulting, or PE background

The role

This person will serve as a financial advisor to the CEO and executive leadership team. They will drive growth initiatives through corporate strategy, M&A, pricing, R&D investment, and new product commercialization in a SaaS environment.

What you will do

• Serve as the primary financial partner to the CEO on strategic initiatives
• Lead end-to-end M&A analysis including target screening, modeling, and due diligence
• Develop market sizing frameworks and investment theses
• Own pricing strategy analytics and monetization models
• Construct and maintain financial models for go-to-market decisions
• Translate strategic investments into quantified financial outcomes
• Prepare annual budgets and monthly reforecasts
• Perform detailed variance analysis to budget and prior forecasts
• Participate in monthly and quarterly reporting to the Board and PE sponsor
• Present financial information and strategic recommendations to senior leadership

Required qualifications

• B.A. from an accredited institution
• 7+ years of progressive experience spanning FP&A, investment banking, private equity, or corporate strategy
• Bachelor's degree in Finance, Accounting, Business Administration, or Economics

Nice to have

• Concentration in Finance, Strategy, or Accounting
• Prior experience in a private equity-owned or PE-backed company
• Public accounting or investment banking experience
• Experience in a high-growth SaaS or technology company
• Strategic thinker with strong executive presence
• Expert financial modeling skills
• Deep understanding of SaaS business model economics
• Demonstrated experience supporting strategic pricing decisions
• Familiarity with private equity ownership structures
• Experience with market sizing methodologies

Benefits

• health, vision, and dental insurance
• accident and life insurance
• 401k matching
• paid-time off
• education reimbursement

About the company

Global Healthcare Exchange (GHX) is a healthcare business and data automation company. It is a privately owned company that employs more than 1000 people worldwide.