Associate Director: Data Transformation & Analytics; Private Equity

Overview

From the beginning, our goal has been to establish an advisory firm that stands apart, grounded in our Core Values and dedicated to delivering a positive experience for clients and our people. We believe in collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. Our advisory solutions span accounting and risk, technology-enabled transformation, and transactions, partnering with clients to solve today’s challenges and deliver present and future value.

For CFOs, CIOs, and corporate leaders to cost-effectively achieve strategic growth, real-time data insights, competitive differentiation, and complete compliance, they need a robust digital architecture that maximizes technology investments and process efficiencies. Our data systems specialists design, build, and deploy leading data, analytics, and automation programs that generate rapid ROI across the enterprise.

By joining our rapidly growing Data Transformation & Analytics practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today’s challenges and set the foundation for future success.

• Oversee a wide range of Data Transformation & Analytics projects, spanning performance analytics, transaction support, forecasting, and AI-enabled solutions.
• Bring a diligent mindset to build innovative solutions for clients leveraging data for performance analytics and insights in connection with transformational events, including mergers and acquisitions (M&A), divestitures, carve-outs, and exit preparedness.
• Utilize core accounting and financial due diligence skills to ensure data is reconciled and built at the transaction level, leading to 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.
• Perform data extraction, transformation, modeling, visualization, benchmarking, and various descriptive and predictive analyses to help clients make better decisions.
• Lead high-performing teams in data analytics, consulting, and/or private equity, combining technical knowledge, analytics, and visualization to drive valuable business and commercial insights.
• Cultivate new client relationships and deepen existing ones. Guide clients and teams along their analytics journey, aligning with their strategic vision, crafting a practical roadmap, and supporting implementation.
• Lead data-driven discussions in management meetings, translating 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 enhance client solutions and internal processes.
• Suggest methods and leverage tools to automate the client’s end-to-end process from data extraction and preparation to reporting in support of 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 inform conclusions and support decision-making.
• Contribute to the continuous improvement of the fast-growing practice.
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues.
• Play an active role in attracting, interviewing, hiring, and retaining top talent.
• Foster business development opportunities by networking within existing clients, participating on proposal teams in securing new client work, and generating leads from a network outside of existing client work.

• 9+ years of relevant experience involving a combination of financial due diligence for transaction services and data analytics.
• Extensive ability and proven skills in data processing tools such as Alteryx, Power Query, Excel, SQL, Python, and visualization tools such as Power BI, Tableau, Looker, or similar.
• Strong business acumen and critical thinking skills to draw 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 like supply chain, operations, and corporate finance.
• Experience with advanced analytical methods, including statistical pricing studies, customer lifetime value analyses, customer…