Financial Analyst | US Experience

When you join AGSI, you become part of a company that values strong partnerships, innovation, and growth—not just for our clients, but for our people too.

What’s in it for You?

We don’t just want you to succeed—we want you to thrive. At AGSI, you’ll enjoy:

• Attendance Incentives and Non-taxable Allowances, because your dedication deserves recognition.
• 30 Leave Credits per Year, giving you generous time off to recharge, travel, or spend with family.
• HMO Coverage for You and Your Dependents with access to counseling programs to support both health and wellbeing.
• Group Life Insurance for your peace of mind.
• Regular Work Schedule with Weekends Off, so you can enjoy balance and predictability.
• Great Company Culture with fun in-office activities, engaging team events, and meaningful CSR initiatives that let you give back to the community.

Here, you won’t just find a job. You’ll find a team that invests in your growth and celebrates your success.

About the role

The Business Development Analyst will support the Chief Development Officer in evaluating potential eye care practice acquisitions. The role focuses on financial analysis, operational review, acquisition scoring, and AI-assisted analysis to turn financial and business data into clear insights for executive decision-making.

Key responsibilities

• Review and analyze QuickBooks, financial statements, and operational data from prospective acquisition targets.
• Use Claude and other approved AI tools to organize information, identify trends, flag inconsistencies, and support initial analysis.
• Independently validate AI-generated findings against source documents and financial records.
• Analyze P&L, Balance Sheet, Cash Flow, General Ledger, revenue, expenses, EBITDA, and cash flow trends.
• Identify potential add-backs, unusual expenses, financial discrepancies, and areas requiring further investigation.
• Evaluate practice performance, including provider productivity, patient volume, staffing, payroll, and revenue trends.
• Assess potential acquisition risks, financial concerns, growth opportunities, and operational improvement areas.
• Prepare Initial Practice Acquisition Scorecards to help prioritize opportunities for executive review.
• Prepare concise CDO Acquisition Briefs summarizing financial performance, key risks, opportunities, missing information, and recommended areas for further investigation.
• Maintain confidentiality when handling financial, employee, patient, and transaction-related information.

About you

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field.
• 2–5 years of experience in financial analysis, accounting, business analysis, corporate development, or a related field.
• Strong experience with QuickBooks and financial reporting.
• Advanced skills in Excel or Google Sheets.
• Strong understanding of P&L, Balance Sheet, Cash Flow, General Ledger, EBITDA, and financial analysis.
• Strong analytical, critical-thinking, and problem-solving skills.
• Experience with Claude or other AI tools, or willingness to become highly proficient in AI-assisted financial analysis.
• Ability to critically evaluate and validate AI-generated analysis.
• Excellent English communication and executive-summary writing skills.
• High level of confidentiality, accuracy, and professionalism.

Benefits

• Attendance Incentives and Non-taxable Allowances.
• 30 Leave Credits per Year.
• HMO Coverage for You and Your Dependents with access to counseling programs.
• Group Life Insurance.
• Regular Work Schedule with Weekends Off.
• Great Company Culture with fun in-office activities, engaging team events, and meaningful CSR initiatives.

About us

Our client is a leading ophthalmology and eye care organization based in the United States, dedicated to providing comprehensive vision care through advanced medical, surgical, and optical services. Their experienced team of eye care professionals is committed to delivering exceptional patient outcomes by combining clinical excellence with compassionate, patient-centered care. Serving patients across multiple locations, the organization offers a full spectrum of eye care services, including routine eye examinations, cataract surgery, glaucoma management, retina care, LASIK, and other specialized treatments. They continuously invest in innovative technology and streamlined operational processes to enhance the patient experience while maintaining the highest standards of quality and efficiency.