Director, Business Operations & Strategy

The role

The Director, Business Operations & Strategy works in the Office of the Chief Transformation Officer and directly with the CEO. This person will build decision memos, Board presentations, and M&A analysis to drive executive strategy and action.

What you will do

• Build decision memos with options, rationale, risks, and target close dates
• Run market, competitor, and client analysis for go-to-market and pricing decisions
• Partner with Finance on value capture quantification and EBITDA bridge inputs
• Build strategic analysis and investment thesis for prospective acquisition targets
• Quantify synergy capture across revenue and cost
• Support end-to-end M&A diligence
• Convert approved theses into post-close value capture plans
• Own the build of Board of Directors decks, weekly sponsor updates, and investor presentations
• Prepare weekly and monthly Executive Leadership Team agendas and pre-reads
• Maintain action item hygiene in Notion and the strategic initiative tracker

Required qualifications

• Seven to twelve years of professional experience
• At least three years in management consulting, investment banking, or an equivalent corporate strategy function
• Demonstrated ownership of Board-level or investor-level materials
• Direct working experience with a CEO, a C-suite executive, or a Board
• Advanced PowerPoint and Excel
• Demonstrated daily use of AI tools such as Claude, Claude Cowork, or ChatGPT
• Working fluency with Notion and Slack, or the ability to pick them up quickly
• Exceptional written communication
• Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
• Ability to work on-site in our Dallas, TX office

Nice to have

• Healthcare experience: payer, provider, health technology, or healthcare data
• Payment integrity, claims, or revenue cycle exposure
• Private equity-backed company experience, including sponsor and investor reporting
• Prior Chief of Staff, business operations, or strategy and operations experience supporting a CEO or C-suite executive
• Post-acquisition integration or M&A exposure
• MBA or equivalent analytical training

Benefits

• Top Medical/Dental/Vision offerings
• FSA/HSA
• Tuition reimbursement
• Competitive salary
• 401(k) with company match
• Additional health and wellness benefits and perks

About the company

Machinify is a healthcare intelligence company that delivers value, transparency, and efficiency to health plan clients using an AI-powered platform.