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
  • 2+ years of experience analyzing large financial and operational data sets
  • Experience in business analytics and data mining
  • Consulting experience servicing cross-industry clients nationally
  • Proficiency in ETL transformations using Alteryx and visualizations in Excel, Tableau, PowerBI
  • Strong communication, leadership, and interpersonal skills
  • Familiarity with SQL and Python is a plus
  • CPA / MBA or relevant certification is advantageous

Responsibilities

  • Obtain, validate, normalize, and analyze deal data
  • Collaborate with client and external teams to collect and assess data
  • Consolidate deal data into trend analysis and insights
  • Articulate trends, behaviors, and financial observations through data
  • Develop dashboards to visualize insights
  • Utilize advanced business intelligence tools for data operations
  • Perform other assigned duties as required

Benefits

  • Access to a wide range of advisory services in a supportive environment
  • Opportunities for professional development and growth
  • Exposure to diverse clients and middle-market transactions
  • Collaboration within experienced, dynamic teams
  • Potential for innovative work using advanced analytics tools
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.

#LI-SO1

Salary Range: $80,000 to $135,000 per year.

Similar Jobs

More Jobs at Berkeley Research Group

More Finance & Insurance Jobs

Find similar Senior Associate - M&A Data Analytics - Corporate Finance jobs: