Vice President, Transaction Advisory Services, Digital Value Creation (Business Analytics) - Dallas or Chicago

Business Unit:

Financial and Valuation Advisory

Industry:

TAS - Transaction Advisory Services

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.

Transaction Advisory Services

Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors.

Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.

Job Description

TAS is seeking a Vice President to join our fast-growing Digital Value Creation group (DVC). DVC provides our clients value-creating insights from vast market, operational, and financial data. 

 

DVC professionals work closely with our due diligence and investment banking teams. As a professional in the group, you will be teamed with highly talented and dedicated M&A professionals. This opportunity provides you broad exposure to different transactional issues affecting businesses in an M&A environment. 

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 

• 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 

Salary Range

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this r