Own end-to-end analysis of large, complex data sets (“data cubes”), often in environments with incomplete or evolving data structures
Build Excel-based analysis from scratch to support senior leadership decision-making
Synthesize complex analyses into clear, concise insights and recommendations for executive audiences
Build and maintain sophisticated financial models, including multi-scenario and sensitivity analyses
Support budgeting, forecasting, and long-range planning through analytical modeling
Analyze historical and projected financial performance, identifying key drivers and trade-offs
Prepare materials for leadership reviews and board-level discussions, with a focus on analytical rigor and clarity
Collaborate cross-functionally within the organization to ensure analytical consistency and data integrity
Support evaluation of potential M&A opportunities through financial modeling, data analysis, and diligence support as needed

Requirements

2–3 years of experience in investment banking, private equity, transaction advisory, or a similarly rigorous analytical role
Advanced Excel skills, including complex formulas, pivot tables, scenario modeling, and data-driven analysis
Strong ability to work independently with large data sets and ambiguous problem statements
Solid understanding of financial statements, valuation concepts, and corporate finance fundamentals
Exposure to BI tools (Tableau) or SQL is a plus but not required.

Benefits

A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisfinancial modelingbudgetingforecastingscenario modelingExcelcomplex formulaspivot tablesdata-driven analysisvaluation concepts

Soft Skills

analytical rigorcommunicationcollaborationindependenceproblem-solving