Data Analyst

Company Profile  

At Sand Cherry Associates, we excel in the design and delivery of strategic customer-centric initiatives through digitally-native, data-empowered solutions.  Our client’s confidence in us is centered on exceptionally skilled, high-energy talent working with the support of the full Sand Cherry team.  Finding the right match for this role is a critical aspect of continuing that success.   

Overview 

We’re looking for a Data Analyst with exceptional data migration, cleanup, and reporting skills, as well as a keen business acumen.  The successful candidate will work with a combination of financial and operational data. This role will be responsible for developing and optimizing investment performance analytics frameworks, including cash flow tracking, and portfolio valuation systems, tailored to private equity investments. This role will work to validate, organize, and analyze data to generate insights. This role is required to be on site 5 days per week in New York City. Candidates must be fully authorized to work in the United States without requiring visa sponsorship. Please note that we do not work C2C.  

Duties & Responsibilities 

• Build and maintain data pipelines that consolidate financial data from portfolio companies, third-party administrators, and internal systems, ensuring real-time and accurate reporting.
• Lead the integration of deal-specific data (acquisition terms, leverage ratios, exit strategies) into firm-wide financial models and dashboards for senior leadership.
• Design and implement advanced SQL queries, Python scripts, and VBA macros to automate complex reconciliation and variance analyses across funds and reporting cycles.
• Spearhead the transition from legacy reporting tools to modern BI platforms, creating customized dashboards that track fund performance, liquidity, and compliance metrics.
• Collaborate closely with the deal teams to interpret financial data in the context of investment strategies, fund structures, and limited partner reporting requirements.
• Enforce strict data governance protocols to safeguard sensitive investment and portfolio company financial data, ensuring regulatory and confidentiality compliance.
• Provide mentorship to analysts and serve as a go-to expert on private equity financial data management, analytics best practices, and tools.

Requirements

• Minimum of 5 years experience in data analytics, data modeling and reporting 
• Experience in the financial industry is desired
• Proficient in using Advanced Excel (including Power Pivot and VBA)  
• Proficient with Smartsheet and Tableau is desired
• Proficiency in SQL; familiarity with SQL database structures, access, and modification  
• Excellent query and scripting skills
• Familiarity working with multiple data sources including financial and operational data 
• Ability to work with data visualization tools and techniques and to translate information into compelling data views is required

Education/Certifications 

·          Bachelor's degree in Computer Science, Engineering or related degree is required 

Benefits

Our team is unique — we are passionate about what we do. At Sand Cherry, our Consultants know they are impacting and shaping our clients’ industries. We recognize our employees for their contributions. Our culture is one of the most friendly and communicative in the consulting industry. Sand Cherry is not a top-heavy organization. We offer the opportunity to be part of a digital workforce. Discover the experience that only comes with self-responsibility in the workplace. Our team members manage their own workloads and are expected to deliver exceptional work for our clients. Professional career growth is one of our main priorities, as we affirm that investing in our Consultants and empowering our people will also deliver the best results and value for our clients.