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