Berkeley Research Group

Senior Associate - M&A Data Analytics - Corporate Finance

Berkeley Research Group$80K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting with knowledge of accounting processes and reporting
  • Minimum 2 years of experience analyzing large financial and operational data sets
  • Experience with business analytics, data mining, and ETL processes
  • Proficient in using Alteryx for data transformations and Excel, Tableau, and PowerBI for visualizations
  • Strong communication skills to present insights clearly to clients
  • Ability to identify key trends and patterns in data analyses
  • CPA / MBA and/or relevant certification is a plus

Responsibilities

  • Analyze deal data including revenue, costs, and unit economics
  • Collaborate with client and internal teams to gather and validate business data
  • Consolidate deal data into comprehensive trend analyses and insights
  • Translate data findings into illustrative visual formats and dashboards
  • Identify and report on behavioral trends and financial patterns for clients
  • Utilize advanced analytics tools for data manipulation and optimization
  • Perform other assigned duties to support the team

Benefits

  • Supportive environment to excel in your role
  • Extensive exposure to granular accounting data
  • Collaborative work with dynamic organizations
  • Opportunity to work on middle-market transactions
  • Access to advanced business intelligence tools and technologies
Full Job Description

This role entails obtaining, validating, normalizing and analyzing deal data (e.g., revenue, cost, unit economics, inventory, etc.). As a key member of the deal team, you'll use your expert knowledge of data manipulation and visualization to identify and articulate insights that impact client deal success.

Your day-to-day may include:

  • Extensive exposure to granular accounting data, including reconciliations between financials and detailed data
  • Collaborate with client teams, adjacent engagement teams, and external advisors to identify, collect, validate, and analyze data from various business cycles (revenue, procurement, supply chain, inventory, etc.)
  • Consolidate and synthesize deal data into trend analysis, insights, and outliers
  • 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 and strong foundational knowledge of accounting processes, systems, reconciliation, and reporting
  • Minimum 2 years of related work experience analyzing large data sets, with specific emphasis on financial and operational data: revenue cycle, profitability, unit economics, labor, etc.
  • Demonstrated experience in business analytics and data mining
  • Experience in a similar consulting function servicing cross-industry clients at a national level
  • Professional working knowledge of ETL transformations and manipulations using Alteryx as well as visualizations in Excel, Tableau, and PowerBI
  • Excellent written, presentation, leadership, and interpersonal communication skills
  • Ability to identify, visualize, and clearly articulate key trends, outliers, and other patterns observed in your analysis
  • Knowledge of programming languages such as SQL and Python a strong plus
  • CPA / MBA and/or relevant professional certification 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: $80,000 to $135,000 per year.

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