Vice President, TAS, Digital Value Creation (Business Analytics)

Title:

Vice President, Transaction Advisory Services, Digital Value Creation (Business Analytics)

Employment Type:

Full-time | Permanent

Location:

Chicago/Dallas

Meritocratic platform

- promotion from Analyst to Associate requires a minimum of 3 years; above that, performance-driven

Early exposure to business development (pitch decks, marketing materials)

- BD metrics become formal requirements at VP level and above

The Challenge
An investment bank's Transaction Advisory Services (TAS) practice is seeking a Vice President to join their fast-growing Digital Value Creation group (DVC). DVC provides key insights to our clients by leveraging financial, operational, and third-party data.

Key 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

Prior experience with one or more AI LLM tools (ChatGPT, Claude, or Gemini)

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

Experience in Claude Code or OpenAI Codex is a plus

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