Data Analyst

• Lead strategic data analytics engagements and oversee the execution of data-driven solutions aligned to transformation, performance improvement, M&A and enterprise growth initiatives
• Partner with firm leaders to identify and cultivate new client relationships and expand existing ones through differentiated analytics capabilities
• Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions
• Build and maintain trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders while influencing decision-making with clear, insight-rich communications
• Drive excellence across ELT, data modeling, architecture design, and integration. Lead application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting)
• Guide clients in building, scaling, and professionalizing data platforms (e.g., Snowflake, Azure, SQL). Instill strong data governance, quality, and compliance frameworks
• Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time-to-insight and reduce operational friction
• Develop dynamic dashboards, KPIs, and predictive models to support client strategic planning, investor reporting, and cross-functional business management
• Mentor and develop high-performing teams; contribute to best practices, training, recruiting, and firm-building efforts across the OCFO and D&A practices
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Lead business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

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