Berkeley Research Group

Managing Consultant - M&A Data Analytics - Corporate Finance

Berkeley Research Group$120K — $185K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting required
  • Excellent verbal and written communication skills
  • Minimum 5 years of experience with large datasets
  • Strong understanding of business operating cycles
  • Direct experience with unit economics analysis
  • Consulting experience with cross-industry clients
  • Expert knowledge of Alteryx for data extraction
  • Proficiency in Tableau, PowerBI, and Excel

Responsibilities

  • Supervise engagement execution throughout the transaction process
  • Serve as the primary contact on client engagements
  • Guide teams through accounting and financial analysis
  • Consolidate financial and KPI data into actionable insights
  • Provide trend observations through data analysis
  • Develop visualization dashboards to reflect insights
  • Utilize advanced business intelligence tools for data optimization

Benefits

  • Opportunities for professional development
  • Supportive team environment
  • Access to experienced professionals in advisory services
  • Empowerment to influence client decision-making
  • Resources available for career advancement
Full Job Description
As a Data Analytics Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice - all with the resources, environment, and support to help you excel. Our Financial Due Diligence solution is comprised of several integrated capabilities that support our clients' needs throughout the transaction lifecycle.

From day one, you'll be empowered to help clients make the moves that will help them achieve their vision and help you achieve more, confidently.

Your day-to-day may include:

  • Supervise and oversee engagement execution throughout the transaction process, coordinating across various stakeholders (internal teams, external teams, etc.)
  • Serve as the day-to-day point person on engagements, lead meetings and calls with clients and target management
  • Guide teams through complexities of accounting related analyses, financial data, and associated reconciliations between financial data sets
  • Consolidate and synthesize product, customer, and other dimension level financial and KPI deal data into trends, insights, and outliers pertinent to due diligence
  • Provide observations into behavior, trends, financials and business operations through data analysis and translate into illustrative visualizations
  • Develop dashboards to clearly articulate the insights reflected
  • Utilize advanced business intelligence tools including complex calculations, table calculations, mapping, data blending and optimization of data extracts
  • Other duties as assigned


You have the following technical skills, qualifications, and abilities:

  • Bachelor's degree in Accounting required
  • Excellent verbal and written communication skills, team leadership, and client engagement management
  • Demonstrated success with analytics and relational databases
  • Minimum 5 years of related work experience analyzing and managing large datasets, identifying and extracting insights, visualizing and narrating findings
  • Strong understanding of business operating cycles, including revenue cycle, procurement, inventory, supply chain, etc.
  • Direct experience analyzing unit economics (price, cost, profit margins) and strong proficiency in cross-industry revenue models
  • Experience in a consulting practice servicing cross-industry clients, leveraging skills in accounting/finance, due diligence, M&A, and advanced analytical methods required
  • Expert knowledge of Alteryx for extraction and manipulation is required. Expert level data visualization using Tableau, PowerBI, and Excel
  • SQL, Python, and other programming languages a strong plus
  • CPA / MBA a strong plus


Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.

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Salary Range: $120,000 to $185,000 per year.

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