Role responsibilities
- Business and Financial Analytics: Analysis of P&L and other financial statements to evaluate companies' spend on R&D, hosting, labor as well as revenue composition and margin trends.
- Analyze org structure and census to profile the organization by roles, geo footprint, compensation, tenure, attrition
- Analyze key performance indicators and metrics related to key processes for a software / tech company – such as product development predictability, productivity, quality
- Perform relevant benchmarking for categories above
- Participate in sessions with clients to request the necessary data and conduct necessary interviews
- Develop presentations depicting the analysis results
- Collaborate with other team members to integrate the analysis into the overall deliverables
- Identify and design new value-added types of quantified analytics relevant to Crosslake’s core services
- Identify and develop new sources for benchmarking
- Collaborate with project Leads and Managing Directors on scoping and estimating the more complicated / bespoke analytical scenarios
- Oversee and coordinate practitioners’ assignment to projects
- Act as a “safety” net for issues resolution
- Participate in the recruiting process for new team members
Requirements
- Expert level Excel capabilities
- Strong Analytical mindset
- 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.
- The ability to build Powerpoint charts/stories to technical and non-technical audiences
- Understanding of software industry and financials and operations of a software company
- Understanding of Mergers & Acquisitions process (Preferred but not required)
- A degree in Business, Finance, or a related field
- 8+ years of experience with software / tech company (finance, operations or R&D functions) or consulting firm
- Team management experience
- Ability to design and operationalize new services
Top Skills
What We Do
Crosslake was founded in 2008 by an original member of Microsoft’s Engineering Excellence team with the intent to help changemakers buy, build and run technology that creates value. Crosslake’s unmatched community of technical practitioners – former CTOs, CIOs, architects and engineers – are skilled at translating technology buzzwords into actionable, business-focused insight. Their seasoned judgement is supported by the patented Corsis® platform, which leverages data from more than 3,500 prior technology M&A transactions to define objective, measurable TechIndicators® that private equity investors and management teams rely upon to deliver strategic value creation initiatives and inform diligence. Learn more at www.crosslaketech.com.
Why Work With Us
Our guiding values
Service- Our passion is empowering the success of our clients and colleagues.
Curiosity- We believe great advice starts with deep understanding.
Credibility- Our expertise is earned and proven.
Commitment- It’s our privilege to serve clients in their critical moments.
Creativity- We are inspired by the constant pursuit of better.
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