Experienced Financial Analyst, Transaction Advisory Services, Digital Value Creation (Business Analytics) - Dallas or Chicago

Overview

A leading global investment bank's Financial and Valuation Advisory division is seeking an experienced Financial Analyst to join its fast-growing Digital Value Creation (DVC) group. The DVC team leverages financial, operational, and third-party data to provide key insights to clients, working closely with due diligence, valuation experts, and investment banking teams across various industry groups including Industrials, Healthcare, Technology, Business Services, and Consumer, Food & Retail.

This role offers exposure to diverse transactional issues in an M&A environment and is ideal for candidates with transaction advisory experience interested in transitioning into data analytics.

Responsibilities

• Participate in buy-side and sell-side M&A diligence and data-focused engagements
• Communicate directly with senior business executives and internal stakeholders
• Gather, evaluate, sanitize, and organize datasets
• Prepare data workflows to clean and combine data from multiple sources
• Create data visualizations and dashboards to deliver key insights
• Generate insights on drivers of business growth, profitability, and liquidity
• Identify key business risks and opportunities impacting valuation
• Train peers on data analysis and visualization tools
• Continuously develop industry knowledge and professional qualifications
• Manage multiple assignments simultaneously

Basic Qualifications

• Degree in Accounting, Finance, Business Analytics, Computer Science, or a related field
• Experience with Tableau, Power BI, or both
• Experience in data cleaning, preparation, aggregation, and analysis
• Strong proficiency in Microsoft Excel and PowerPoint
• Experience with AI large language model tools such as ChatGPT, Claude, or Gemini
• Strong analytical skills and exceptional work ethic
• Excellent verbal and written communication skills
• Ability and willingness to travel as required
• 1-3 years of professional experience in a relevant role

Preferred Qualifications

• Experience with Alteryx, Dataiku, or similar data analytics, preparation, or automation tools
• 1-3 years of data analytics experience within transaction services, accounting advisory, or related fields

Additional beneficial skills include:

• Coursework or experience in relational database management systems
• Working knowledge of Python, SQL, R, VBA, Snowflake, or Google Cloud Platform
• Experience with Claude Code or OpenAI Codex

Compensation and Benefits

• Salary range: $95,000 - $110,000, with actual salary dependent on qualifications, skills, experience, service line, and location
• Competitive benefits package

Location

Details regarding the specific location were not provided but may vary depending on the position placement.

The employer is an equal opportunity organization and considers all qualified applicants without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.