Senior Analyst

Position Overview: You will be part of a team dedicated to delivering data-driven, quantitative insights for clients. The team transforms complex company data into reliable, decision-ready analysis that supports critical business decisions. In this role, you will clean, structure, analyze, and report on a variety of datasets, including customer, product, revenue, and operational data.

Responsibilities:

• Articulate complex concepts clearly and concisely, both in writing and verbally, tailored to the appropriate audience.
• Define and manage the workflow for the data component of an engagement, including intake, cleaning, transformation, QA, analysis, and reporting, while prioritizing action items so teammates can use their time efficiently.
• Ability to review requirements, analysis plans to identify potential bottlenecks and provide feedback. Ability to examine data sets and identify inconsistencies early and communicate accordingly.
• Use basic accounting materials, such as trial balances, general ledger extracts, and segment-level entries, to support data structuring, analysis, and report creation.
• Analyze client and other datasets using Excel and Python. Ability to summarize data, identify relationships and generate insights.
• Create reusable Python scripts and templates to clean, transform, reconcile, and process data consistently across similar engagement workflows.
• Generate actionable insights from the data and be able to present it in such a way it tells a consistent story and is understandable to a non-technical client.

Qualifications and Expertise

• 3+ years’ experience in data, business, or finance analytics involving structured analysis and reporting.
• Degree in Finance, Economics, Statistics, Data Analytics, Computer Science, or a related quantitative field; master’s preferred.
• Experience cleaning, transforming, and analyzing diverse datasets using Python and Excel, including formulas, pivot tables, and validation techniques.
• Experience with Alteryx or similar workflow-based data preparation tools is preferred
• Exposure to foundational probability and statistics.
• Exposure to accounting, transaction services, M&A support, and common diligence datasets such as trial balances, revenue, customer, product, financial, and operational data.
• Familiarity with data rooms, data books, and transaction-related data request processes.
• Able to work in ambiguous, fast-paced environments with strong analytical thinking, communication, attention to detail, documentation discipline, and commitment to quality.

Required Skills & Attributes

• Strong analytical, problem-solving, and critical thinking skills.
• Ability to interpret data and translate findings into practical business insights.
• Clear communication, presentation, and stakeholder engagement skills.
• High attention to detail and a strong commitment to quality.
• Commercially minded, with sound business judgement.
• Comfortable working in a fast-paced, deadline-driven environment.
• Proactive, collaborative, and willing to learn.