At a Glance
- Tasks: Transform messy datasets into deal insights and mentor junior analysts.
- Company: Established advisory firm with a focus on innovative deal analytics.
- Benefits: Competitive salary, hybrid work, and opportunities for career growth.
- Other info: Dynamic, fast-paced environment with a supportive team culture.
- Why this job: Shape a new analytics capability and work on live M&A deals.
- Qualifications: CA qualification and strong skills in Alteryx and Power BI.
Our client, a well-established professional services and advisory firm, is scaling a specialist deal analytics capability and is looking for an experienced analyst to become the technical right hand to the practice lead. This is a hands-on role at the intersection of transaction advisory and data analytics, working on live M&A engagements rather than internal reporting.
What you'll do:
- Work directly on buy-side and sell-side transaction engagements, taking large, messy, often invoice-level datasets and turning them into deal-relevant insight.
- Reconcile granular transactional data back to financial statements, clean and map inconsistent customer, product and vendor data, and build the analysis from the ground up.
- Calculate and interpret deal-critical metrics depending on sector, for example recurring revenue, churn, customer acquisition cost and lifetime value for technology targets, or price, volume and SKU-level breakdowns for retail and consumer targets.
- Independently work out which parts of a large, unfamiliar dataset actually matter to the deal question at hand, rather than waiting to be told.
- Build workflows in Alteryx and dashboards in Power BI that support both internal analysis and client-facing output.
- Review and mentor junior analysts' work, acting as a technical second-in-command as the team grows.
- Operate across multiple fast-moving engagements at once, typically two to four weeks per project.
What you'll bring:
- CA qualification (complete).
- Genuine, hands-on experience in a deal or transaction analytics environment, ideally from a Big 4 or equivalent boutique advisory firm, not purely corporate finance, modelling or dashboard/reporting work.
- Strong, demonstrable Alteryx and Power BI skills, able to both build and troubleshoot workflows and dashboards independently.
- A track record of reconciling detailed transactional data against financial statements and translating it into a commercial narrative.
- Comfort working with incomplete or messy data and proposing your own approach rather than needing detailed direction.
- Experience reviewing or mentoring junior team members.
- Resilience for a deadline-driven, project-based environment with periods of high intensity around deal timelines.
Why join:
- A genuine opportunity to help shape and grow a newly established analytics capability from an early stage, with a clear path toward a management remit.
- Direct exposure to live deal work rather than generic reporting, alongside the firm's broader advisory and transaction diligence teams.
- A more sustainable working rhythm than typical Big 4 environments, with informal hybrid working.
Data Analyst employer: Morgan McKinley
Morgan McKinley is an excellent employer that fosters a collaborative work culture, encouraging innovation and professional growth for its employees. With a focus on performance and security in the ServiceNow platform, team members benefit from ongoing training opportunities and a supportive environment that values their contributions. Located in a vibrant area, the company offers unique advantages such as flexible working arrangements and a commitment to employee well-being.