Associate, Exit Planning and Transaction Support

Required background of 3 to 5 years of experience in investment banking, private equity, or quality of earnings

Proven ability to leverage Excel and other tools to manage, simplify, analyze, and present large and complex datasets

Experience with Business Intelligence tools (PowerBI, Power Query, and Power Pivot) is highly desired

Transactional finance experience, as well as an understanding of operational finance

Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner

As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues to guide clients through a variety of transaction-related projects focused on preparing companies for sale and supporting them throughout the deal process.

Work with company management, private equity deal and operating teams, investment bankers, and other third parties to support the development of an equity story and other go-to-market materials

Utilize both Excel and Business Intelligence tools (PowerBI, Power Query, and Power Pivot) to develop a variety of granular financial, operational, and business segment analyses

Analyze, quantify, and validate deal-related assumptions including synergies, add-backs, and pro-forma financials

Manage and / or support the development and population of an investor-ready data room

Work with CFOs and their teams, respond to due diligence and other deal-related questions from either financial (private equity) or strategic (corporate) buyers

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.