Associate Director: Data Transformation & Analytics (Private Equity)

About This Role

This role will oversee data transformation and analytics projects for private equity clients, building innovative solutions leveraged for performance analytics and insights during transformational events. The Associate Director will provide strategic counsel to corporate and private equity leaders and lead high-performing teams.

Responsibilities

• Oversee a wide range of Data Transformation & Analytics projects, spanning performance analytics, transaction support, forecasting, and AI-enabled solutions.
• 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 strategic vision 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.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
• 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.

Requirements

• 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, PowerQuery, Excel, SQL, Python
• Extensive ability and proven skills in 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 persistency/retention analyses, geospatial analyses, and statistical clustering analyses
• Experience in business integrations, divestitures, or carve-outs including experience with quantitative and qualitative analysis
• Transactions experience focused on quality of earnings, net working capital, and cash flows
• Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
• Ability to interact, communicate, and present effectively with internal teams and external clients
• Experience mentoring junior team members and assisting project teams in resolving complex and multi-faceted issues

Qualifications

• Bachelor’s degree in Business, Accounting, Economics, Engineering, Information Systems, Mathematics, or similar discipline.
• 9+ years of relevant experience involving a combination of financial due diligence for transaction services and data analytics.

Skills

* Required skills

Benefits

Certifications