Associate Director- Private Equity Analytics

Overview

This role supports the organization’s Data Transformation & Analytics practice by serving as a trusted partner to clients. You will deliver integrated data, analytics, and automation solutions, combining functional knowledge and first-hand industry and transaction experience to help clients address today’s challenges and build foundations for future success.

Responsibilities include a mix of client delivery, leading teams and developing junior staff, and participating in business development activities.

Responsibilities

• Oversee a wide range of Data Transformation & Analytics projects, spanning performance analytics, transaction support, forecasting, and AI-enabled solutions.
• Build innovative client solutions leveraging data for performance analytics and insights related to transformational events, including mergers and acquisitions (M&A), divestitures, carve-outs, and exit preparedness.
• Apply accounting and financial due diligence skills to ensure data is reconciled and built at the transaction level, enabling supportable and auditable performance metrics.
• Provide strategic counsel to corporate and private equity leaders, including direct access to strategists, decision-makers, operating executives, managing directors, CFOs, and corporate development officers.
• Conduct data extraction, transformation, modeling, visualization, benchmarking, and descriptive and predictive analyses to help clients make better decisions.
• Lead high-performing teams in data analytics and consulting and/or private equity, combining technical knowledge, analytics, and visualization to deliver business and commercial insights.
• Cultivate new client relationships and deepen existing ones by guiding clients and teams along the analytics journey, aligning to strategic vision, building a practical roadmap, and supporting implementation.
• Lead data-driven discussions in management meetings and translate complex findings into clear, strategic recommendations for due diligence and transaction models.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to improve client solutions and internal processes.
• Suggest methods and leverage tools to automate the client’s end-to-end process from data extraction and preparation through reporting for performance analytics.
• Contribute to the creation of forecasting and predictive analytics models.
• Develop and support thought leadership and intellectual capital using data and insights to support conclusions and decision-making.
• Contribute to continuous improvement within the fast-growing practice.
• Mentor team members through coaching, regular ongoing feedback, and annual performance reviews; help project teams resolve multi-faceted issues.
• Participate in attracting, interviewing, hiring, and retaining talent.
• Drive business development by networking within existing clients, participating on proposal teams to secure new work, and generating leads outside of existing client relationships.

Requirements

• 9+ years of relevant experience combining financial due diligence for transaction services and data analytics.
• Strong hands-on skills with data processing tools, including Alteryx, PowerQuery, Excel, SQL, Python, and visualization tools such as Power BI, Tableau, Looker, or similar.
• Strong business acumen and critical thinking skills to derive meaningful insights from robust underlying 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 such as 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 quantitative and qualitative analysis.
• Transactions experience focused on quality of earnings, net working capital, and cash flows.
• Comfort with AI, including demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous learning mindset, including openness to applying emerging technologies such as AI and automation in alignment with firm policies and client standards.
• Passion for developing and maintaining client relationships; ability to interact, communicate, and present effectively to internal teams and external clients.
• Experience mentoring junior team members and helping project teams resolve complex, 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.

Compensation & Benefits

• Comprehensive healthcare options including medical, dental, and vision coverage.
• Flexible spending accounts.
• 401(k) with company matching.
• Generous parental and maternity leave policies.
• Technology stipends.
• Wellness reimbursement programs.

Location

• Travel to client sites when necessary; willingness to travel based on client preferences.

Equal Employment Opportunity (EEO)

The organization provides equal employment opportunities to all employees and applicants for employment and is committed to compliance with federal, state, and local laws. Discrimination and harassment of any type are prohibited 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. Pay transparency and labor laws applicable to employment terms and conditions are followed.