Business And Technology Analytics Associate

Summary

Join Crosslake's team of Practitioners as a US-based remote employee supporting private equity clients with their investments and acquisitions. You will contribute valuable insights into target company financial and operational performance, helping analyze financial statements, revenue trends, and workforce data. This role fosters growth within a collaborative team, strengthening your business acumen while contributing to critical client projects. You will assist in data analysis, benchmarking, presentation creation, and collaboration with clients and senior team members. The position requires a degree and relevant experience, strong analytical skills, and proficiency in Excel and PowerPoint.

Requirements

• A degree in Computer Science or a related field with 1-3 years of experience in a consulting, finance, or analytics role, or similar experience OR a degree in Business, Finance, or a related field with 1-3 years of experience in software technology, or similar experience
• Strong proficiency in Excel and data analysis tools
• Proficiency in PowerPoint
• Analytical mindset with the ability to solve problems and make data-driven decisions
• Comfortable presenting data and insights in a clear, structured way for different audiences

Responsibilities

• Assist in the analysis of financial statements, including the P&L, to evaluate company expenditures on areas such as R&D, labor, and hosting costs
• Help analyze revenue trends, margin performance, and other key financial indicators
• Support the analysis of organizational structure, compensation, employee tenure, attrition, and other workforce data
• Contribute to the analysis of key performance metrics, focusing on operational efficiency and quality within software or tech companies
• Participate in conducting benchmarking exercises for financial, organizational, and operational data
• Collaborate with clients to gather data and information through meetings and interviews
• Assist in creating presentations that clearly communicate analysis results to both technical and non-technical audiences
• Work closely with senior team members to incorporate analysis into broader project deliverables

Preferred Qualifications

• Familiarity with the software industry and its operational aspects is a plus
• Basic understanding of Mergers & Acquisitions processes is preferred but not required