Project Manager – Diligence & Integrations

Role Overview

• Manage all diligence requests across active deals, ensuring completeness across functional areas including clinical operations, finance, compliance, HR, IT, and more
• Maintain and update Diligence Data Request Lists (DDRLs), track progress, and identify gaps or incomplete information
• Escalate emerging risks or inconsistencies and coordinate with functional leads to ensure nothing falls through the cracks
• Translate raw diligence inputs into clear, actionable summaries, risk-based insights, and executive-ready materials
• Build and maintain dashboards for deal teams, investors, sellers, and leadership to track progress, risk, and key metrics
• Produce weekly status reports, risk heatmaps, and stoplight reporting to support timely decision-making
• Develop and improve frameworks, checklists, and standard DRLs to ensure consistent execution across deals
• Implement best practices for version control, data organization, and workflow management
• Create solution playbooks and intake processes that allow teams to work efficiently and consistently
• Build and optimize Excel/Smartsheet command centers, data rooms, and workflow tools
• Automate dashboards, completion metrics, cross-tab analyses, and reminders for team members
• Ensure tools are intuitive, scalable, and accessible to internal teams, external advisors, and executives
• Facilitate collaboration across internal functional teams and external advisors, ensuring all requests, deliverables, and milestones are tracked and completed
• Maintain reliable communication with stakeholders, including weekly updates, action item tracking, and executive briefings
• Support smooth post-close integration by monitoring workstreams, dependencies, and risk mitigation

Requirements

• 5–10+ years of experience in healthcare operations, consulting, or transaction support, preferably in PE, MSO, or ASC environments
• Proven experience managing diligence processes, reporting, dashboards, and large-scale cross-functional projects
• Advanced Excel skills and experience with Smartsheet or data room platforms (Firmex, DealRoom, etc.)
• Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable insights
• Excellent communication, organization, and collaboration skills in fast-paced, multi-deal environments
• MBA or advanced degree (preferred)
• PMP, Six Sigma, or similar project management certification (preferred)

Tech Stack

• PMP

Benefits

• Health insurance
• 401(k) matching
• Flexible working hours
• Paid time off
• Professional development opportunities