Director - Deal Analytics

RSM US LLP; City of Rochester (NY); On-site; USD 151,000 - 304,000; Full time

Benefits offered by this job

Discretionary bonus

Flexible schedule

Job summary

RSM US LLP is seeking a Director of Deal Analytics to lead the end-to-end data analytics process for mergers and acquisitions, developing financial models and delivering strategic insights to support deal evaluation and decision-making.

You will mentor engagement teams, support business development, and build strong client relationships across private equity and corporate clients. Travel as required; a strong background in accounting/finance and leadership is essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 9+ years of experience in deal analytics or related field.
• Proven experience leading teams and managing complex engagements.

Responsibilities

• Leads and manages complex analytics and transaction engagements across buy-side and sell-side transactions.
• Develops engagement approaches meeting client objectives and supporting high-quality outcomes.
• Provides strategic insight to clients related to transaction evaluation, execution, and value creation.
• Leads, mentors, and develops engagement teams while fostering a collaborative culture.
• Supports business development efforts and enhances go-to-market strategies.
• Builds and maintains strong client relationships across private equity and corporate clients.

Skills

SQL

Tableau

Financial modeling

Team leadership

Data analytics

Client engagement

Education

Bachelor's degree in Accounting/Finance

Tools

Tableau

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that’s why there's nowhere like RSM.

The Director of Deal Analytics leads the end-to-end data analytics process for mergers and acquisitions, providing strategic insights that support deal evaluation, financial reporting, and operational decision-making. This role collaborates with deal teams to analyze complex datasets, develop financial models, and identify growth opportunities through advanced analytics tools such as SQL and Tableau. Strong leadership, financial acumen, and technical expertise are essential to drive data-informed strategies and support client success.

Job Responsibilities

• Leads and manages complex analytics and transaction engagements across buy-side and sell-side transactions.
• Develops and delivers engagement approaches that meet client objectives and support high-quality outcomes.
• Provides strategic insight to clients related to transaction evaluation, execution, and value creation.
• Leads, mentors, and develops engagement teams while fostering a collaborative culture.
• Supports business development efforts and enhances go-to-market strategies.
• Builds and maintains strong client relationships across private equity and corporate clients.

Minimum Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 9+ years of experience.
• Proven experience leading teams and managing complex engagements.

Preferred Qualifications

• Big Four or similar consulting background.
• Experience serving private equity clients.
• Demonstrated success building and growing advisory practices.

Additional Role Expectations

• Travel: As required by client engagements.
• Peak Periods: Increased workload during active transactions.
• Licensure Progress: Maintenance of relevant credentials.
• Scheduling: Flexibility to meet client and business demands.

Benefits

• At RSM, we offer a competitive benefits and compensation package for all our people.
• We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.
• Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Compensation Range: $151,200 - $304,200

Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.

RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders).

RSM will consider for employment qualified applicants with arrest or conviction records.

For those living in California or applying to a position in California, please click here for additional information.

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.