Job Summary The Operations Analyst prepares the operating data Commonstake Partners reviews before a client's business changes hands.
The Operations
Analyst collects reports from the client's systems, reconciles them and turns them into the schedules and summaries the partners use in valuation and buyer discussions. The position is full-time and remote.
Essential Duties and Responsibilities
Requests sales, payroll, inventory and customer reports from client teams and tracks what has arrived
Cleans and reconciles client data in Excel
Builds schedules of revenue by customer, product and month
Compares operating data with the financial statements and lists the differences
Prepares charts and summary tables for partner review
Maintains the data room index for operational documents
Other duties as assigned.
QualificationsBachelor's degree in business, finance, economics or a related field, or equivalent experience
Experience in operations, financial or business analysis, including internships
Excel: pivot tables, lookups and charts
Preferred QualificationsPower BI or Tableau
QuickBooks or another small-business accounting system
Exposure to valuation or due diligence work
Working Conditions
This is a remote position open to candidates anywhere in the United States. Work is performed at a desk with prolonged computer use and video meetings. Hours follow U.S. business hours, with more work near assignment deadlines.
Benefits
Health, dental and vision coverage, including family members
A 401(k) plan to which Commonstake contributes
Paid time off, sick days and the U.S. holiday calendar
Annual funding for professional courses and exams
A company laptop and support for a home workspace
About Commonstake Partners
Commonstake Partners advises owners of private businesses on succession, transaction preparation and changes in ownership. The firm is based in Columbus, Ohio. Every assignment is defined in writing before it begins, and legal documents, tax advice and financing stay with qualified specialists.
Commonstake Partners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status.