TAS Deal Analytics - Senior Associate

RSM USI is seeking a Senior Associate for TAS team within our Consulting group. This role involves gathering, analyzing, and interpreting data related to industry trends, financial performance, and operational metrics to provide valuable insights and recommendations to middle-market clients. The TAS Benchmarking Operations teamwill be responsible for conducting comprehensive benchmarking analysis within the Transaction Advisory Services (TAS) department. The ideal candidate will have a strong background in financial analysis, data handling, analytical tools know-how, exceptional attention to detail, and the ability to communicate complex information effectively. The candidate should also possess excellent communication skills both written and verbal.

Responsibilities:

Conduct benchmarking data processing and analysis for clients within the TAS department, comparing their financial and operational performance against industry peers and best practices.

Maintain, analyze, and help develop an in-house benchmarking database to provide operational and performance benchmarks to partners and consultants.

The key role will revolve around execution of Benchmarking operations project at USI office for the duration as prescribed by US leaders.

Once the project is completed, the candidate will continue to work with DA team on client projects.

Identify key performance indicators (KPIs) and metrics relevant to each client's business objectives and industry sector.

Prepare detailed reports and presentations summarizing benchmarking findings, trends, and recommendations for clients and internal stakeholders.

Collaborate with TAS team members and other departments to ensure alignment of benchmarking efforts with client needs and project objectives.

Stay abreast of industry developments, market trends, and emerging best practices in benchmarking and performance measurement.

Maintain confidentiality and integrity of client data and adhere to ethical standards and professional guidelines in all aspects of work.

Demonstrate strong quality execution and delivery.

Minimum Qualifications and skills

• Master's degree in finance, Accounting, Business Administration, or related field. Professional certification (e.g., CA,CFA, CPA) preferred.
• Minimum of 3-4 years of relevant experience.
• MS Excel (including Power Pivot and Data Model)
• Experience working with Alteryx Designer and Server is preferred.
• Strong understanding of data migration, integration concepts and techniques.
• Proficiency in SQL and data manipulation languages.
• Experience with data visualization tools such as Tableau or Power BI is a plus.
• Strong analytical, project management, communication, teamwork, and interpersonal skills.
• Ability to manage multiple competing priorities simultaneously to meet tight deadlines and drive projects to completion independently with minimal supervision.
• Ability to work creatively and analytically in a time-limited, problem-solving environment.