Data Analyst

Description

Do you have a strong foundation in finance and a passion for turning data into insights? Join the Rodefer Moss Transaction Advisors team, where your skills in Excel and data analytics will help drive high-impact decisions, all in a collaborative environment that values balance and growth.

As a Data Analyst on our Advisory team, you will play a key role in supporting engagements related to mergers and acquisitions, financial modeling, and complex claims analysis. This position is well-suited for a highly analytical and detail-driven professional seeking a dynamic, client-focused role in a fast-paced consulting environment.

Can you?

• Assist in the preparation of quality of earnings (QoE) reports, working capital analyses, and other due diligence deliverables?
• Analyze financial statements and key performance indicators (KPIs) of target companies?
• Perform data modeling, trend analysis, and deep-dive reviews on revenue, margin, and operational metrics?
• Support industry and company research to help assess risks and opportunities?
• Prepare client-ready workpapers, schedules, and presentation materials?
• Assist with builder’s risk and insurance claims analysis, including reviewing supporting documentation and calculating damages
• Provide support on litigation-related engagements, including financial modeling, damage calculations, and document review
• Collaborate with Managers and Partners to support transaction execution?
• Participate in client meetings and calls as needed?

Requirements

Does this list describe your skillset?

• Bachelor’s degree in Accounting, Finance, Economics, or related field
• 0–2 years of professional experience in public accounting, finance, or transaction-related consulting (internships count)
• Expert in Excel and PowerPoint; familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus
• Solid understanding of financial statements, including income statement, balance sheet, and cash flows
• Exceptional attention to detail and accuracy in financial analysis
• Strong analytical, organizational, and problem-solving skills
• Effective written and verbal communication skills
• Ability to work independently while also collaborating effectively within a team environment
• Ability to prioritize multiple tasks and meet tight deadlines in a transaction-driven environment
• Strong work ethic and desire to learn

Preferred (but not required) Qualifications

• Exposure to M&A, corporate finance, or audit/tax engagements involving private equity or corporate transactions
• Familiarity with working capital concepts, EBITDA normalization, and transaction structuring