Vice President, TAS, Digital Value Creation (Business Analytics)

The Challenge:

An investment banks Transaction Advisory Services (TAS) practice is seeking a Vice President to join their fast-growing Digital Value Creation group (DVC). DVC provides key insights to our clients by leveraging financial operational and third-party data.

Key Responsibilities:

• Participate in buy-side and sell-side M&A diligence engagements and separate data-focused engagements
• Communicate directly with senior business executives and internal stakeholders
• Gather evaluate sanitize and organize datasets
• Prepare data workflows to clean and combine data from multiple sources
• Prepare data visualizations and dashboards to deliver key insights
• Generate insights on the drivers of business growth margin sustainability and profitability
• Identify the key business risks and opportunities impacting business valuation
• Prepare relevant analyses including: price-volume analysis customer cohort analysis and customer order analysis
• Be willing to learn and train peers in the advisory practice on data analysis and visualization tools
• Continuously develop industry knowledge and qualifications
• Train develop mentor and lead Financial Analysts and Associate team members
• Prepare marketing materials and participate in business development activities
• Work on multiple assignments simultaneously

Basic Qualifications:

• 5-7 years of transaction services experience in Data Analytics or a combination of Data Analytics and Financial Due Diligence
• Strong command of Tableau Power BI (DAX) or both
• Strong command of Alteryx Dataiku or equivalent data prep tool
• Strong command of Microsoft Excel and Powerpoint
• Strong analytical abilities
• Prior experience with one or more AI LLM tools-ChatGPT Claude or Gemini
• Exceptional work ethic high motivation and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Exceptional verbal and written communication skills
• A demonstrated ability to work cooperatively and be a team player
• Ability and willingness to travel when required
• Strong academic performance professional achievement and client service excellence

Preferred Qualifications:

• Experience in or a working knowledge of Python SQL R VBA Snowflake or Google Cloud Platform is a plus
• Experience in Claude Code or OpenAI Codex is a plus