Associate Director – Advisory Analytics

Role Overview

• Taking senior ownership of the analytics and AI strategy for Transaction Services and M&A, with a clear mandate to develop this into a broader Advisory Analytics offering.
• Defining and evolving analytics methodologies, models and best practice to enhance the quality, depth and efficiency of advisory engagements.
• Working closely with Partners and Directors to identify how analytics can be deployed to solve client problems, differentiate our offering and support growth ambitions.
• Leading the development and adoption of innovative analytics and AI use cases, ensuring they are robust, commercial and scalable.
• Driving capability building through training, coaching and upskilling of colleagues, with a particular focus on the effective and responsible use of AI.
• Establishing strong working relationships across the firm, particularly with the analytics and digital transformation teams, to align tools, standards and delivery approaches
• Taking overall responsibility for the analytics workstream on complex Transaction Services and M&A engagements, acting as a senior point of contact for analytics within deal teams.
• Providing direction and oversight on analytics delivery to ensure high-quality outputs, commercial insight and consistency of approach.
• Working closely with Transaction Services and M&A leads to ensure analytics insights are clearly articulated and directly inform deal conclusions and client decisions.
• Overseeing the end-to-end data process, including data scoping, extraction from client Finance, ERP and CRM systems, validation, structuring and analysis.
• Applying advanced analytical techniques to large and complex datasets to identify trends, assess performance, and highlight risks and value drivers.
• Engaging directly with clients and their other advisers, including lawyers and corporate finance advisers, as required.
• Leading on analytics input into scope definition, fee proposals and budgeting for advisory engagements.
• Leading the development of analytics solutions beyond Transaction Services and M&A, working with Partners across Forensics, Restructuring and Insolvency, Growth Advisory and other advisory teams.
• Identifying opportunities to embed analytics into existing services and to develop new analytics‑led advisory offerings aligned to client demand.
• Supporting Partners in business development activities, including pitches, proposals and client presentations, with a focus on articulating the value of analytics.
• Acting as an internal advocate for analytics‑led advisory, raising awareness of capability and encouraging adoption across the firm.

Requirements

• Demonstrated expertise in advanced data manipulation and analysis using programming languages, with the ability to set standards and best practice for others.
• Strong capability in data visualisation, analytics platforms, and python. With experience advising on appropriate tools and approaches for client engagements.
• Deep understanding of accounting, financial reporting and transactional financial data, with the ability to apply analytics in a deal and advisory context.
• Strong commercial acumen, with a proven ability to translate complex analytical outputs into clear, decision‑driven advisory insights for clients.
• Proven experience leading analytics workstreams on complex engagements, including setting approach, overseeing delivery and reviewing outputs for quality and commercial relevance.
• Excellent communication and presentation skills, with confidence engaging directly with clients, Partners and senior stakeholders.
• Strong interpersonal skills and an established track record of mentoring, coaching and developing teams and individuals.
• Ability to operate effectively across multiple engagements and priorities in a fast‑paced, deadline‑driven advisory environment.
• Entrepreneurial mindset, with the ability to identify opportunities to develop and grow analytics capability within advisory services.
• Significant experience in Transaction Services and or M&A, either directly within Transaction Services teams or in a closely aligned analytics role supporting deal environments.
• Experience contributing to or leading the development of analytics propositions, new service offerings or innovative advisory solutions.
• Chartered Accountant (ACA or ACCA qualified) or other relevant professional qualification.
• Exposure to applying analytics beyond Transaction Services, for example within Forensics, Restructuring and Insolvency, Growth Advisory or consulting environments.

Tech Stack

• ERP
• Python