TAS Senior - Deal Analytics

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM currently has an opening for a business intelligence professional with a strong background in data modeling and business and data analysis to join our national Deal Analytics service line (an integrative part of the Transaction Advisory Services M&A practice) as an experienced professional.

As an experienced professional in Transaction Advisory, this individual will work closely with professionals in the national practice design, develop and execute solutions for private equity and strategic clients to help evaluate their acquisition decisions and financing requirements. This individual will also work closely with teams to provide data support for financial due diligence projects.

Core responsibilities include:

• Assist in project scoping and strategic planning

• Research and study the business for a given project, critically dissect the strategy, and develop insightful analysis

• Participate in client meetings (and potentially site visits) while interacting with top-level management to obtain pertinent information for financial analysis

• Design and develop data integration workflows to integrate data from disparate source systems into an integrated business intelligence environment

• Execute on a broad range of data and analytic techniques at the direction of practice managers and directors

• Propose techniques to apply based on experience and familiarity with the project data set, innovating new techniques when necessary

• Collaborate and work effectively with cross-functional RSM team members to develop and present project findings and assist in the preparation of client deliverables

Requirements:

General

• Minimum bachelor’s degree in the field of accounting, business administration, economics, operations, mathematics, computer science, and/or information systems from an accredited university

• Possesses a balance of strong financial and business acumen and ability to explain technical data concepts and analytical techniques in the language of business (including communication of concepts used and challenges encountered)

• 3+ years experience working within a large public accounting or consulting firm

• Strong oral, written, and interpersonal communication skills

• Highly self-motivated with the ability to effectively prioritize, multi-task and execute tasks while under pressure

• Demonstrates critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems

• Ability to work successfully and effectively in a team-oriented, collaborative environment, as well as independently

• A self-starter who is confident when interacting with clients, internal team members and firm leadership

• Consistently meets internal and client deadlines

• Willingness and ability to travel overnight (up to 30%)

Technical Data Abilities

• Strong knowledge of Microsoft Excel

• Experience in constructing and managing dimensional data models

• Experience in defining and managing ETL process and automating data integration routines (experience with Alteryx is a plus)

• Experience using T-SQL scripts (functions, views, stored procedures, etc.) to manipulate and simplify access to data

• Proficiency with the Microsoft business intelligence platform, including SQL Server databases, SQL Server

• Reporting Services (SSRS), SQL Server Analysis Services (SSAS), and Power BI

• Experience with constructing tabular models in Microsoft’s Azure environment is strongly preferred