Associate, Business and Technology Analytics

(this position is US based remote, commutable to Charlotte preferred)

What we believe

In the past few years, private equity investors have invested more than a trillion dollars in software and tech-enabled companies. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk?

We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do.

Our role

We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology.

What we value

You could be a good fit for Crosslake if you see yourself reflected in our guiding values:

Service. We effect change by empowering others.

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. 

Crosslake is a diverse organization and proud of it. What unites us is our belief that technology makes a difference.

Overview: This role is an addition to Crosslake's team of Practitioners serving our clients with their investments and acquisitions. You will support our work with private equity clients, providing valuable insights into target company financial and operational performance. This role is designed to help you grow within a collaborative team and strengthen your business acumen while contributing to critical client projects.

Responsibilities

• Assist in the analysis of financial statements, including the P&L, to evaluate company expenditures on areas such as R&D, labor, and hosting costs.
• Help analyze revenue trends, margin performance, and other key financial indicators.
• Support the analysis of organizational structure, compensation, employee tenure, attrition, and other workforce data.
• Contribute to the analysis of key performance metrics, focusing on operational efficiency and quality within software or tech companies.
• Participate in conducting benchmarking exercises for financial, organizational, and operational data.
• Collaborate with clients to gather data and information through meetings and interviews.
• Assist in creating presentations that clearly communicate analysis results to both technical and non-technical audiences.

Work closely with senior team members to incorporate analysis into broader project deliverables.

Requirements

• A degree in Computer Science or a related field with 1-3 years of experience in a consulting, finance, or analytics role, or similar experience OR a degree in Business, Finance, or a related field with 1-3 years of experience in software technology, or similar experience.
• Strong proficiency in Excel and data analysis tools.
• Proficiency in PowerPoint.
• 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.
• Familiarity with the software industry and its operational aspects is a plus.
• Basic understanding of Mergers & Acquisitions processes is preferred but not required.