Manager-PE Analytics

Overview

This role supports the organization’s Business Transformation practice, serving as a trusted partner to clients. You will apply diligence, data analytics, and transaction/accounting capabilities to deliver integrated solutions for present challenges and long-term transformational events, including mergers and acquisitions (M&A), divestitures, carve-outs, and exit preparedness.

You will work alongside experienced leaders with support from a dedicated coach, in a collaborative environment that encourages contributions beyond day-to-day client delivery.

Responsibilities

• Comprehensive diligence: Build innovative solutions for clients leveraging data for performance analytics and insights related to near- and long-term transformational events. Reconcile and build data at the transaction level using accounting and financial due diligence skills to produce performance metrics that are supportable and auditable.
• Strategic counsel: Provide strategic counsel to corporate and private equity leaders, including access to strategists, decision-makers, operating executives, managing directors, chief financial officers, and corporate development officers.
• Data analytics: Conduct data extraction, transformation, modeling, data visualization, benchmarking, and descriptive/predictive analyses to support better decision-making and derive insights from large and complex data sets.
• AI-enabled solution development: Contribute to the development and implementation of firm-approved, AI-enabled solutions for clients in accordance with policies on data protection, intellectual property, and professional standards.
• AI awareness and collaboration: Stay current on emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
• High-performing teams: Lead high-performing teams in data analytics, consulting, and/or private equity by combining technical knowledge, analytics, and visualization to generate valuable business and commercial insights.
• Client interaction and analytics guidance:
  • Cultivate new client relationships and deepen existing ones.
  • Develop and influence strong working relationships with key decision-makers.
  • Conduct interviews to analyze current state/future state gaps and identify root causes.
  • Align client analytics with strategic vision by crafting a practical roadmap of initiatives and supporting implementation.
• Innovation: Develop and support thought leadership and intellectual capital using data and insights to inform conclusions and decision-making.
• Continuous improvement: Contribute to continuous improvement within the fast-growing practice.
• People development: Coach and mentor team members to achieve career goals, including providing ongoing feedback and supporting project teams in resolving multi-faceted issues.
• Automation and technology enablement: Identify methods and tools to automate the client’s end-to-end process from data extraction and preparation through reporting for performance analytics.
• Forecasting models: Contribute to forecasting and predictive analytics model creation.
• Data-driven discussions: Lead data-driven discussions in management meetings and translate complex findings into clear strategic recommendations for due diligence findings and transaction models for clients and internal deal teams.

Requirements

• Technical skills: Proven ability with data processing tools including Alteryx, PowerQuery, Excel, SQL, Python, and data visualization tools such as Power BI, Tableau, Looker, or similar platforms.
• Business acumen: Strong business acumen and critical thinking to derive meaningful insights from underlying data.
• Industry experience: 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.
• Analytical methods: Experience with advanced analytical methods, including statistical pricing studies, customer lifetime value analyses, customer persistency/retention analyses, geospatial analyses, and statistical clustering analyses.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous learning mindset: Willingness to learn and apply emerging technologies including AI and automation in alignment with firm policies and client standards.
• Communication skills: Strong ability to develop and maintain client relationships; communicate and present effectively with internal teams and external clients; thrive in a dynamic environment; identify problems and proactively look for solutions.
• Consulting interest: Demonstrated interest in consulting and experience working in a fast-paced mergers and acquisitions environment.
• Flexibility: Willingness to travel.
• Educational background: A strong academic record, including coursework relevant to the position.
• Mentorship: Experience mentoring junior team members and supporting project teams in resolving complex and multi-faceted issues.
• Business integrations/transactions: Experience in business integrations, divestitures, or carve-outs, including quantitative and qualitative analysis.
• Transactions experience: Transactions experience focused on quality of earnings, net working capital, and cash flows.
• Relevant experience: Minimum 5 years of total relevant experience involving a combination of financial due diligence for transaction services and data analytics.

Preferred Qualifications

• Not specified.

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

Not specified.