Ankura Consulting Group, LLC

Lead and develop M&A IT transformation strategies, drive business growth, and oversee complex client engagements in financial services and insurance sectors. | 15+ years in M&A advisory with deep expertise in financial services/insurance, proven revenue generation, and experience with end-to-end carve-out or merger technology. | Ankura is a team of excellence founded on innovation and growth. Practice Overview Ankura's Data & Technology Business Group includes client services in the areas of Data Analytics & AI, Analytics & Data Strategy, and Cybersecurity. Our Data & Technology team helps our internal and external customers design, execute and test innovative solutions in each of our respective areas. Role Overview The IT Transformation Senior Managing Director role is an executive level position focused on driving significant new business origination, delivering complex client engagements, and scaling our corporate M&A IT advisory team. The ideal candidate possesses a proven track record across the M&A transaction lifecycle with deep expertise in Financial Services and/or Insurance IT transformation. The candidate will be a "person of stature" and self-sustaining rainmaker who generates $3 - $5 million+ annually. This role requires an individual who is both a deep technical expert and a proven rainmaker capable of building a team, defining a strategy, and driving a substantial book of business. Responsibilities • Initiates and converts business opportunities and collaborates with other Senior Managing Directors to sell and deliver engagements that generate $3 - $5 million+ annually • Establish the strategic roadmap and go-to-market plan for IT Transformation, aligning it with the firm's global growth objectives • Develop and implement a clear strategy into the firm's service offerings and processes to help drive new revenue opportunities • Serve as the executive engagement partner and quality assurance oversight for all major Financial Services related M&A and transformation projects, ensuring client satisfaction and driving follow-on work • Lead comprehensive IT engagements advising Financial Services and Insurance clients on deal strategy, EBITDA proforma assessments, key risks, and transformation opportunities • Serve as the expert lead for complex IT carve-out and divestiture projects, applying an end-to-end strategy and execution methodology. Key focus areas include Day One readiness, Transitional Service Agreements (TSA) management, and cost-to-separate analysis. • Lead cross-functional post-close projects, including integration PMO leadership, to achieve cost synergy capture and operational optimization • Advise on areas such as application consolidation, operating model design, and employee re-organization • Design and implement solutions for G&A functions (Finance, HR, IT), including mapping corporate strategy to a new functional operating model and designing global risk mitigation and KPI tracking tools • Design, craft and deliver client proposals, presentations, and marketing materials • Participate in business development activities such as public speaking events, conferences, seminars, marketing events and client meetings • Serve as a thought leader within the organization on M&A and IT Transformation innovation, sharing knowledge and best practices • Market research and analysis, GTM strategy development, and sales enablement • Responsible for innovating and enhancing the D&T business group technological capabilities and offerings Requirements • BA/BS in Computer Science, Engineering, Business Analytics, or another analytical area • 15+ years of progressive experience in M&A advisory, with a deep focus on Financial Services and/or Insurance within consulting • Proven track record with Financial Services & Insurance clients • The candidate will possess a strong personal brand and deep market-making relationships resulting in a robust flow of inbound calls and bookings • A successful track record of revenue generating $3 - $5 million+ annually • Strong background in financial analysis, including developing and tracking one-time cost to achieve models, synergy analysis, and reporting financial metrics to executive committees • Experience with end-to-end strategy and execution carveout or merger technology #LI-NT1 #LI-Remote Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.

Design and maintain data pipelines, develop executive dashboards, optimize data models, automate workflows, apply predictive analytics, and ensure data governance and security. | 12+ years in data engineering/BI with expert Power BI, SQL, Alteryx, Microsoft Fabric skills, Workday ERP integration experience, advanced analytics proficiency, and strong communication and organizational skills. | Ankura is a team of excellence founded on innovation and growth. Ankura Corporate Overview: The goal of Ankura Business Services (ABS) is to provide support and assistance to Ankura's client facing business groups. All of Ankura's ABS groups work together to achieve a common goal, which is to create innovative solutions for our clients. ABS includes Finance, Legal, IT Services, Marketing and Communications, Real Estate, Conflict Check, Operations & Workplace Services, and the People Office. Collaborative lateral thinking, hard-earned experience, expertise, and multidisciplinary capabilities drive results. Together, Ankura's ABS groups work in harmony to Protect, Create, and Recover Value for our clients. Role Overview: Ankura is seeking a seasoned Data Engineer / Business Intelligence professional with strong technical acumen and demonstrated experience in dashboarding, data modeling, and workflow automation to join the Operations team. This position will play a pivotal role in building and maintaining the firm's reporting infrastructure, integrating disparate data sources, and developing intuitive dashboards that enable informed operational decision-making. The ideal candidate has extensive experience designing and scaling data pipelines, optimizing reporting outputs, and applying advanced analytics to improve business performance. Candidates must demonstrate a disciplined approach to data governance, confidentiality, and security, as they will be handling sensitive operational and financial information. Prior experience within the Professional Services sector is a plus. The role will be filled at the Senior Director level. This position is ideally hybrid based for a candidate located near an Ankura office in the eastern or central time zone but there is potential to be remote based (in the eastern or central time zone). Responsibilities: Core Responsibilities • Data Engineering & ETL: Design, build, and maintain efficient data pipelines using SQL, Alteryx, Microsoft Fabric, and other ETL tools to integrate and transform data from multiple systems (e.g., Workday ERP, Salesforce CRM, Intapp). • Dashboard Development: Lead the design and development of executive-level dashboards and reports in Power BI and Microsoft Fabric, ensuring outputs are intuitive, scalable, and actionable. • Advanced Data Modeling: Architect and optimize large-scale data models, applying best practices in normalization, schema design, and performance tuning for analytics and reporting. • Automation & Optimization: Identify opportunities to streamline and automate data workflows, reduce manual reporting, and increase the speed and reliability of business insights. • Analytics & Insights: Apply statistical and predictive analytics techniques (Python, R, or Alteryx) to analyze large datasets, forecast trends, and generate meaningful operational insights. • Collaboration: Partner with IT, Finance, and business leadership to ensure reporting solutions meet stakeholder needs and align with firm-wide operational excellence priorities. • Governance & Security: Uphold rigorous standards around data governance, security, and confidentiality in handling sensitive compensation, financial, and client information. Technical Responsibilities • Power BI & Fabric Expertise: Develop complex dashboards, write advanced DAX formulas, use M language for data transformations, and leverage Microsoft Fabric for end-to-end data management, including data lakes, pipelines, and governance. • Data Engineering Skills: Create scalable ETL pipelines using SQL, Alteryx, and Fabric Data Factory, integrating structured and unstructured data sources. • Workflow Automation: Use tools such as Alteryx, Power Query, or Python to automate repetitive tasks and improve reporting efficiency. • Predictive Analytics: Leverage statistical tools (Python, R, Alteryx, KNIME) to model and forecast business performance metrics. • Workday ERP Integration: Support reporting and data integration from Workday PSA and Financials, including API usage and data migration. • Visualization: Deliver compelling, executive-ready reports and presentations via Power BI, Fabric dashboards, Excel, and PowerPoint. Requirements: • Bachelor's degree in Data Engineering, Computer Science, Business Analytics, or related field. Advanced degree preferred. • 12+ years of experience in data engineering, BI, or analytics roles (experience in Professional Services industry preferred). • Expert proficiency with Power BI (DAX, M), SQL, Alteryx / KNIME, and Microsoft Fabric. • Strong background in ETL design, large data model development, and BI dashboarding. • Experience with Workday ERP and integrating ERP data with BI tools. • Proficiency with Excel (advanced functions, VBA), Power Query, Power Pivot, and PowerPoint. • Preferred skills include Python, R, Tableau, Salesforce CRM, and Workday Adaptive Planning. • Excellent analytical, problem-solving, and communication skills, with the ability to translate technical outputs into business insights. • Experience managing cross-functional data projects, with proven ability to deliver under tight deadlines. • Strong organizational skills and the ability to manage multiple priorities across stakeholders. #LI-MJ1 #LI-Hybrid Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.