Associate Director- Private Equity Analytics

About the role

We are an advisory firm dedicated to fostering a collaborative, enthusiastic, generous, and perseverant environment. Our advisory solutions cover accounting and risk, technology-enabled transformation, and transactions. We partner with clients to address current challenges and secure future value.

Responsibilities

• Oversee Data Transformation & Analytics projects, including performance analytics, transaction support, forecasting, and AI-enabled solutions.
• Build innovative solutions for clients using data for performance analytics and insights during transformational events such as M&A, divestitures, carve-outs, and exit preparedness.
• Ensure data reconciliation and build transaction-level data for supportable and auditable performance metrics.
• Provide strategic counsel to corporate and private equity leaders, including direct access to key stakeholders.
• Perform data extraction, transformation, modeling, visualization, benchmarking, and various descriptive and predictive analyses to help clients make better decisions.
• Lead high-performing teams in data analytics, consulting, and/or private equity, combining technical knowledge, analytics, and visualization to drive valuable business insights.
• Cultivate new client relationships and deepen existing ones, guiding clients through their analytics journey and supporting implementation.
• Conduct data-driven discussions in management meetings, translating complex findings into clear, strategic recommendations for due diligence and transaction models.
• Develop and implement AI-enabled solutions for clients, staying informed about emerging AI tools and techniques, and collaborating with firm leadership to enhance client solutions and internal processes.
• Suggest methods and tools to automate client processes from data extraction to reporting, contributing to forecasting and predictive analytics models.
• Create and maintain thought leadership and intellectual capital, using data and insights to inform conclusions and support decision-making.
• Mentor team members by coaching colleagues, providing regular feedback, and helping project teams resolve complex issues.
• Achieve business development goals by networking within existing clients, participating on proposal teams, and generating leads from a broader network.

Requirements

• 9+ years of relevant experience involving financial due diligence for transaction services and data analytics.
• Extensive ability and proven skills in data processing tools such as Alteryx, PowerQuery, Excel, SQL, Python, and visualization tools like Power BI, Tableau, Looker, or similar.
• Strong business acumen and critical thinking skills to draw meaningful insights from robust data.
• Experience in SaaS, Industrial Manufacturing, Healthcare, Consumer Products, Retail, and/or Professional Services industries, including analytics around ARR cube and snowball, revenue/margin and price-volume, and/or cash collections waterfall.
• Experience in functional areas like supply chain, operations, and corporate finance.
• Experience with advanced analytical methods, including statistical pricing studies, customer lifetime value analyses, customer persistency/retention analyses, geospatial analyses, and statistical clustering analyses.
• Experience in business integrations, divestitures, or carve-outs, including experience with quantitative and qualitative analysis.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• A passion for developing and maintaining client relationships. Ability to interact, communicate, and present effectively with internal teams and external clients.
• Experience mentoring junior team members and assisting project teams in resolving complex and multi-faceted issues.
• Willingness to travel to client sites when necessary.

Qualifications

• Bachelor’s degree in Business, Accounting, Economics, Engineering, Information Systems, Mathematics, or similar discipline.
• CA / CIMA / CFA / MBA preferred.
• Certification in Databricks / Snowflake / Alteryx / PowerBI / Tableau preferred.
• Willingness to travel based on client preferences.

Benefits

The CrossCountry total rewards package includes comprehensive healthcare options, flexible spending accounts, a 401(k) with company matching, generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits, please visit our dedicated benefits site: here.

Equal Employment Opportunity (EEO)

At CrossCountry, we provide equal employment opportunities (EEO) to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.