What are the responsibilities and job description for the Data Analyst position at Rodefer Moss & Co PLLC?
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
- 2-5 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