Manager - Deal Analytics

RSM US LLP; City of Rochester (NY); On-site; USD 127,000 - 255,000; Full time

Job summary

RSM US LLP in Rochester, NY seeks a Deal Analytics Manager to lead data and business analytics throughout the engagement lifecycle, gathering data, understanding key deal questions, and formulating pragmatic solutions for clients.

The role involves designing advanced analytics solutions with clients, leading analytics engagements for buy-side and sell-side transactions, and managing staffing, workshops, and client relationships across engagements with moderate travel.

Qualifications

• Bachelor's degree required in business, finance, accounting, or technology.
• 6–11 years of experience.
• Strong program and project management capabilities.

Responsibilities

• Leads and manages analytics engagements supporting buy-side and sell-side transactions.
• Structures engagements and staffing models to support pre-close planning, post-close execution, and operational readiness.
• Leads client workshops and working sessions to validate deal thesis, investment objectives, and value drivers.
• Applies deep understanding of transaction planning, synergy assessment, and execution considerations.
• Collaborates with internal teams to deliver integrated, value-focused analytics solutions.
• Manages engagement delivery, economics, and client relationships.

Skills

Analytics leadership

Project management

Client workshops

Education

Bachelor's degree in business, finance, accounting, or technology

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. As a Deal Analytics Manager, you will execute and manage the data and business analytics process throughout all phases of the engagement lifecycle. You will gather data, understand key deal questions, and formulate pragmatic solutions, performing detailed analyses to support business and deal-related processes. Additionally, you will work closely with clients to design and implement advanced analytics solutions, maximizing revenue and growth opportunities while providing technical leadership to the analytics team.

Job Responsibilities

• Leads and manages analytics engagements supporting buy-side and sell-side transactions.
• Structures engagements and staffing models to support pre-close planning, post-close execution, and operational readiness.
• Leads client workshops and working sessions to validate deal thesis, investment objectives, and value drivers.
• Applies deep understanding of transaction planning, synergy assessment, and execution considerations.
• Collaborates with internal teams to deliver integrated, value-focused analytics solutions.
• Manages engagement delivery, economics, and client relationships.

Minimum Qualifications

• Bachelor's degree in business, finance, accounting, or technology.
• 6-11 years of experience.
• Strong program and project management capabilities.

Preferred Qualifications

• Experience supporting private equity or corporate transaction clients.
• Functional experience in finance, HR, IT, or operations.
• Consulting or professional services background.

Additional Role Expectations

• Travel: Moderate, depending on engagement needs.
• Peak Periods: Increased workload during transaction execution.
• Licensure Progress: Progress toward relevant certification where applicable.
• Scheduling: Flexibility aligned to transaction timelines.

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.

Compensation Range: $126,500 - $254,700. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California.

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.