Deals - Transaction Analytics - Senior Associate

About the Role

Key Responsibilities

• Lead activities related to complex M&A and analytics-driven projects, including buy-side and sell-side financial due diligence and value creation projects.
• Analyze large datasets to create actionable insights, presenting findings to M&A and business professionals at all levels.
• Work on multiple projects, offering diverse experiences across industries and markets.
• Support business and practice development efforts and contribute to team growth.
• Mentor and guide team members to achieve their career goals.
• Build strong client relationships, providing advice and strategic counsel.
• Leverage ETL tools (e.g., Alteryx) and data visualization tools (e.g., Microsoft Power BI) for advanced analytics and insights.

Requirements

• Bachelor's degree with 2+ years of relevant experience.
• Degree in Business Analytics, Finance, Economics, Statistics, Accounting, Data Science, or related field.
• Strong analytical, communication, and teamwork skills.
• Demonstrated interest in deriving business insights through large datasets.
• Experience with advanced data modeling and analytics tools (ETL, visualization).
• Familiarity with financial and business terminology.
• Ability to prioritize and adapt to new challenges.
• The ability and willingness to travel and work in excess of standard hours when necessary.

Nice to Have

• M&A experience and financial statement analysis skills.
• Familiarity with advanced analytical methods (e.g., statistical pricing studies, customer lifetime value, customer retention).
• Knowledge of analytics tools like Alteryx, Snowflake, Databricks, PowerBI, Python, and others.
• Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.
• Experience with leveraging AI, namely LLMs, including prompt engineering, AI agents, etc.
• Industry experience in sectors such as healthcare, retail, technology, financial services, or insurance.

Qualifications

• Bachelor's degree in a relevant field.
• 2+ years of relevant experience.

Benefits & Perks

• Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and paid time off.
• Hybrid work model with most people working in person 40-60% of the time.
• Flexible vacation policy allowing you to decide how much vacation time you need.
• Time off for designated holidays, winter/summer breaks, personal/family care, and other leaves of absence.
• Development of future-focused skills and world-class experiences in a flexible, inclusive environment.