Associate Director: Data Transformation & Analytics (Private Equity)

Team: BT-Data Transformation & Analytics

Location: United States, Boston, MA, Charlotte, NC, Chicago, IL, Dallas, TX, Houston, TX, Los Angeles, CA, Seattle, WA, San Diego, CA, San Francisco, CA, New York, NY

Commitment: Full-Time Employee

Workplace Type: remote

What You'll Do:

• 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.

What You'll Bring:

• 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, 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 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.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• A passion for developing and maintaining client relationships. 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.
• Willingness to travel to client sites when necessary.

Qualifications:

• Bachelor’s degree in Business, Accounting, Economics, Engineering, Information Systems, Mathematics, or similar discipline.
• CA / CIMA / CFA / MBA preferred
• Certification in Databricks / Snowflake / Alteryx / PowerBI / Tableau preferred
• Willingness to travel based on client preferences.