Transaction Services - Data Analytics Senior Associate

About the role

You will provide crucial data-driven insights for complex transactions involving private equity and corporate clients. Your role analyzes extensive datasets to uncover trends and deliver actionable recommendations that guide clients through due diligence, post-deal performance, and exit strategies. You’ll translate complex data into clear insights for clients and internal teams, ensuring strategic decisions are well-informed.

Responsibilities

• Analyze extensive datasets using data management technologies (e.g., Alteryx, Hadoop, SQL) to develop cleansed and organized datasets that will serve as input into M&A models, adjustments to EBITDA tables, net working capital analyses, or other key financial metrics.
• Employ statistical software (e.g., SPSS, Minitab) and programming languages (e.g., Python, R) to perform in-depth analysis and identify trends, risks, and opportunities within transaction data.
• Translate complex data findings into clear, strategic recommendations for due diligence and transaction models.
• Utilize the application of analytics platforms (e.g., SAS, Azure) throughout the transaction lifecycle to make high-quality, data-driven decision-making and insights.
• Stay updated with industry trends and emerging technologies to enhance our data analytics capabilities and support the delivery of impactful results for clients.

Requirements

• Bachelor’s or master's in accounting, data science, data analytics, statistics, economics, or related field
• CPA and/or audit experience preferred but not required
• Minimum 2 years of total relevant experience involving a combination of financial due diligence for transaction services and data analytics
• Minimum 1 years of transaction experience focused on quality of earnings, net working capital, and cash flows
• Minimum 1 years of experience with one or a combination of the following: Data Visualization Tools, Data Management, Analytics Platforms, Statistical Software, Programming Languages

Qualifications

• Thrives in an ever-changing, dynamic work environment
• Readily identifies problems and instinctively looks for solutions
• Demonstrates analytical rigor and strong written and verbal communication skills
• Holds the ability and desire to travel as required based on client location

Skills

• Data Visualization Tools: Experience with D3.js, Tableau, PowerBI, Spotfire, or similar platforms
• Data Management: Proficiency in Hadoop, SQL, Alteryx, or comparable technologies
• Analytics Platforms: Knowledge of SAS, Azure, or related systems
• Statistical Software: Familiarity with SPSS, Minitab, or similar packages
• Programming Languages: Competence in Python, R, or other relevant languages

Benefits

Applications for this evergreen opportunity will be accepted through Dec 31, 2026.