Financial Analyst
Xite is a leading healthcare M&A advisory and practice brokerage firm specializing in sell-side representation for high-performing dental, medical, plastic surgery, urgent care, ER, and related healthcare practices. With a deep understanding of private equity, buyer dynamics, and practice-level financial performance, we deliver strategic outcomes for healthcare entrepreneurs nationwide.
We’re growing rapidly and seeking a Financial Analyst to join our team in our Richardson, TX headquarters.
Position Overview
As a Financial Analyst at Xite, you will play a critical role in supporting our M&A advisory, practice brokerage, and valuation efforts. You will be responsible for analyzing the financial health of healthcare practices, preparing marketing and diligence materials for buyers and investors, and helping identify trends, risks, and opportunities.
Responsibilities
- Analyze and recast practice financial statements (P&Ls, balance sheets, tax returns, production reports, etc.)
- Develop and maintain valuation models, including EBITDA normalization, pro forma projections, and scenario analyses
- Support the creation of Confidential Information Memoranda (CIMs), teasers, and financial exhibits for deals
- Participate in the due diligence process, managing data rooms and responding to buyer requests
- Conduct market research and benchmark financials against comparable practices and transactions
- Support brokers and managing directors with deal structuring insights, pricing strategies, and negotiation prep
- Track financial performance of deals post-closing for reporting and investor communications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 1–3 years of experience in investment banking, private equity, corporate finance, or financial consulting (healthcare experience a plus)
- Advanced Excel and financial modeling skills
- Familiarity with EBITDA, valuation multiples, and M&A terminology
- Strong written and verbal communication skills
- Detail-oriented, organized, and capable of managing multiple projects in a fast-paced environment
Bonus if You Have
- Experience analyzing healthcare provider businesses (especially dental, dermatology, ER, urgent care, etc.)
- Familiarity with buyer models (DSOs, MSOs, PE-backed platforms)
- Experience using CRM, financial reporting platforms, or data room software
How to Apply
- Email your resume and a brief cover letter to [email protected] with the subject line: Financial Analyst Application – Christa Weightman
This position is based out of our Richardson headquarters. Base salary plus benefits are commensurate with experience.
Average salary estimate
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