Strategy and Transactions - Transaction Diligence - Transaction Analytics - Senior

Location: San Francisco, San Jose, New York, Boston, Chicago

Strategy & Transactions – Transaction Analytics Senior

The Opportunity
As a Transaction Analytics Senior, you will leverage analytical tools and technologies to provide critical data-driven business, financial, and commercial insights to support clients in their M&A, divestitures, carve-outs, and other transformational events. You'll work closely with corporate and private equity leaders, strategists, and decision-makers, offering data-driven insights that help shape strategic decisions.

No two clients are the same, and since you'll be involved across multiple projects, you'll find your work varies from day to day. Whichever industry or project you're working on, we'll support you in using your analytics, finance and accounting skills to their full potential.

Key Responsibilities

• Lead activities related to complex M&A and analytics-driven projects, including buy-side and sell-side financial due diligence and post-deal 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.

Skills and Attributes for Success

• Analytical Proficiency: Use data to inform decision-making.
• Flexibility: Adapt to diverse projects and challenges.
• Project Management: Lead project teams to successful execution.
• Commercially Driven: Operate in a fast-paced, high-value environment.
• Business Development: Contribute to client pursuits and team initiatives.
• People Development: Mentor and coach colleagues.
• Client Relations: Build and maintain strong client relationships.
• Innovation: Drive thought leadership and intellectual capital.

To Qualify

• Bachelor’s degree with 2+ years of relevant experience.
• Degree in Business Analytics, Finance, Economics, 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 basic financial and business terminology.
• Ability to prioritize and adapt to new challenges.
• Willingness to travel.

Ideally, You’ll Also Have

• M&A experience and financial statement analysis skills.
• Familiarity with advanced analytical methods (e.g., statistical pricing studies, customer lifetime value, customer retention).
• Industry experience in sectors such as healthcare, retail, technology, financial services, or insurance.
• Knowledge of analytics tools like Alteryx, PowerBI, Python, and others.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.