Business Analyst - Mergers & Acquisitions & Strategic Projects

Sage Dental is the leading Dental Support Organization (DSO) in the Southeast, and we are continuing to grow! At Sage, people are at the core of everything we do. We are looking for dynamic and talented professionals who fit our culture of innovative technology, constant learning, and patient-centric care to join our team. If you are ready to take the next step in your career and want a position with excellent earning potential with a stable, growing company, Sage Dental has what you are looking for.

Overview

Due to our ongoing success and as we position ourselves for further growth, Sage Dental is seeking a highly analytical and strategic Business Analyst to lead business case development for mergers & acquisitions, major capital investments, and other high-impact projects. This role is critical to driving data-driven decision-making, evaluating financial and operational risks, and shaping the company's growth strategy. The ideal candidate has strong financial modeling skills, experience in M&A or strategic finance, and the ability to synthesize data into actionable insights. If you're a highly analytical thinker with a passion for strategic finance and M&A, we'd love to hear from you! Please note that this is not a remote position - it is based at our Support Center in beautiful Boca Raton, FL.

Responsibilities

• Business Case Development: Build detailed financial models and business cases to assess acquisitions, joint ventures, expansions, and other major initiatives.
• Due Diligence & Valuation: Conduct due diligence, analyze financial statements, and perform valuation assessments to support M&A transactions.
• Quality of Earnings (QoE) Analysis: Assess the sustainability and reliability of earnings by identifying adjustments, non-recurring items, and accounting anomalies.
• Market & Competitive Analysis: Research industry trends, competitive landscapes, and macroeconomic factors to inform investment decisions.
• Financial & Operational Analysis: Evaluate the financial and operational impact of proposed projects, including ROI, payback periods, and risk factors.
• Cross-Functional Collaboration: Work closely with corporate development, finance, operations, clinical and legal teams to execute high-profile projects.
• Stakeholder Communication: Prepare executive-ready presentations, reports, and recommendations for senior leadership and board members.
• Scenario & Sensitivity Analysis: Conduct "what-if" analyses to stress-test key assumptions and evaluate potential risks.
  
  

Qualifications

• Education: Bachelor’s degree in Finance, Economics, Business, or a related field (MBA or CFA preferred).
• Experience: 5+ years in corporate finance, M&A, investment banking, private equity, or a similar analytical role.
• Skills:
• Advanced financial modeling and valuation techniques (DCF, LBO, precedent transactions, etc.).
• Strong proficiency in Excel, PowerPoint, and financial databases (Adaptive Insights, preferred).
• Ability to synthesize large amounts of data into concise, strategic recommendations.
• Strong written and verbal communication skills, with experience presenting to executives.
• Proven ability to manage multiple projects in a fast-paced environment.
  

What Sage Offers

• Work on high-impact projects that shape the company's long-term strategy.
• Engage with senior leadership and gain exposure to major business decisions.
• Competitive compensation, professional development opportunities, and a collaborative team environment.