Job Description

Job Description

Job Description

Senior Associate, Analytics & Client Leadership

Polaris Healthcare Partners

Polaris Healthcare Partners helps healthcare entrepreneurs build, scale, and exit successful group practices. Through sell‑side advisory, strategic consulting, capital solutions, and equity partnerships, we create clarity, confidence , and results that empower owners to achieve their vision.

The Senior Associate role is a key leadership position within our Analytics & Consulting team. This individual leads Analysts, manages client engagements, and drives the analytical and strategic work that supports group practice growth, operational performance, and transaction readiness. This role is ideal for someone who thrives in a fast‑paced, entrepreneurial environment and wants to grow into a future leader within a rapidly expanding firm.

Role Overview

The Senior Associate serves as both a hands‑on contributor and a team leader , responsible for overseeing analytical workstreams, guiding Analysts, and serving as a primary point of contact for clients. This role blends financial analysis, strategic problem‑solving, project management, and client leadership across a variety of engagements, including:

• Strategic Consulting
• Capital Raises
• Earned Equity & Partnership Pathway Programs
• Mergers & Acquisitions
• Ongoing analytics and operational performance projects

Key Responsibilities

Leadership & Team Management

• Lead, mentor, and develop a team of Analysts, ensuring high‑quality analytical output and professional growth.
• Oversee day‑to‑day workstreams, set priorities, and ensure deadlines are met across multiple concurrent client engagements.
• Review and elevate Analyst work, providing coaching, structure, and clarity.

Client Engagement & Communication

• Serve as a primary point of contact for clients, buyers, and sellers, communicating insights, progress, and expectations with confidence and clarity.
• Manage client onboarding, ensuring a smooth transition into Polaris workflows and timelines.
• Build trusted relationships with healthcare entrepreneurs and executive teams.

Analytics & Financial Modeling

• Lead the creation, review, and refinement of financial models, including historical performance analysis, trend identification, and profitability assessments.
• Oversee the organization and maintenance of virtual data rooms and client documentation.
• Translate complex financial and operational data into actionable insights and recommendations.

Strategic & Transaction Support

• Contributes to the development of transaction marketing materials, including pitch decks, teasers, CIMs, and management presentations.
• Conduct industry, market, and competitive research to support strategic recommendations.
• Support senior leadership in preparing clients for capital raises, partnership pathways, and M&A processes.

Operational Excellence

• Manage expectations across clients and internal teams while balancing multiple projects simultaneously.
• Identify process improvements and contribute to the evolution of Polaris’ analytics and consulting frameworks.
• Perform additional responsibilities as needed to support the firm’s growth.

Qualifications

• B.A./B.S. in Finance, Accounting, Business, Management, or related field.
• 5+ years of experience in financial services, healthcare operations, accounting, consulting, or related fields.
• Experience in dental or healthcare industries preferred.
• Ideally/Familiarity with Healthcare/dental practice management systems, but not a must (Dentrix, Eaglesoft, Open Dental, etc.) preferred.
• Strong analytical and problem‑solving skills with a passion for understanding business drivers and operational performance.
• Exceptional organizational and time‑management abilities, with comfort managing multiple priorities in a fast‑paced environment.
• Clear, confident communication skills—both written and verbal—with the ability to present insights to clients and internal stakeholders.
• Demonstrated maturity, integrity, and ability to thrive in an entrepreneurial, team‑oriented environment.
• Advanced proficiency in Excel and PowerPoint.
• Positive attitude, strong interpersonal skills, and a collaborative mindset.

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