Associate Director, Strategy & Operations (M&A Analytics)

Company: Vista Equity Partners Management, LLC
Location: Washington
Posted on: May 31, 2025

Job Description:

Associate Director, Strategy & Operations (M&A Analytics)vision insurance, flexible benefit account, parental leave, 401(k), employee discountAt EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards.For more information, visit our Careers page.The Role in Brief:Associate Director, Strategy & Operations (M&A Analytics)As an Associate Director on the Strategy & Operations team, you will act as a key partner to the team by providing visibility and analysis as it relates to EAB's Annual Recurring Revenue (ARR) and into the company's overall and future performance projections. You will perform in-depth analysis to identify opportunities, set strategy, and allocate resources. To be successful, you will need to establish a technical proficiency across common data and analytics platforms, and build a comprehensive understanding of our organization. Ideal candidates for this position will have exceptional critical thinking and communication skills, and must be highly motivated to tackle challenging problems and provide outstanding service.This role may be based in Washington, D.C. or Richmond, VA. This position is also posted at Director level; candidates are being considered across two levels for the current opening.This position is listed as Associate Director, Strategy & Operations (M&A Analytics)for posting purposes; the official title of this hire is expected to be Associate Director, Strategy & Operations to align with EAB business norms.Primary Responsibilities:

• Forecasting performance in order to set expectations for the executive team
• Analyzing specific business problems, including ARR across the company, pricing analysis, ad-hoc analysis, modeling, and forecasting
• Identifying actionable data to align commercial and delivery behavior with business objectives
• Collaborating with leadership across Commercial, Product, Strategy, and Finance divisions to understand pressing business needs and act as a strategic thought partner to address those needs, specifically as it relates to future M&A activity at EAB
• Creating models to forecast future performance and model the impact of new initiatives on revenue and service delivery
• Analyzing trends and validating adherence to strategic initiatives and objectives
• Using SQL to transform and clean data for the purpose of downstream analysis
• Creating reports, dashboards, and data visualizations in Excel to generate actionable insight
• Setting and maintaining sales and renewal goals based on historical performance data and qualitative feedback
• Delivering in-depth ad hoc analyses to diagnose performance issues and guide strategic initiativesBasic Qualifications:
  • Bachelor's degree, ideally in an analytical/quantitative field (e.g. economics, statistics, finance, accounting, etc.)
  • Minimum 5-6+ years of work experience in an analytical or operational capacity
  • 3+ years of proven experience using Microsoft Excel and SQL to query and analyze business data
  • Robust grasp of complex Microsoft Excel (advanced formulas, pivot tables, and power query)
  • Experience with financial modeling and valuation analysis
  • Ability to effectively communicate technical concepts and insights from data
  • Excellent interpersonal skills, including the ability to influence others and gain the trust of stakeholders
  • Self-starter with proven ability to think creatively and navigate data complexity, stay organized and multi-task in a fast-paced environment
  • Strong attention to detail with a desire to solve challenging problems, and to constantly improve technical/analytical skills by learning new methodsIdeal QualificationsA candidate that possesses 2 or more of the following qualifications could be viewed as a strong fit for this role.
    • Experience working with complex and disparate data to produce relevant and consumable reports, dashboards, and/or ad-hoc analyses
    • Experience using PowerBI, Tableau, or other business intelligence/visualization tools
    • Experience with Salesforce or other customer relationship management (CRM) systems
    • Experience reporting to/communicating with executives
    • Experience in FP&A or with M&A analysis and/or diligence
    • Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB's mission, values, and aspirationIf you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other's unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day.Compensation:The anticipated starting salary (base) range for this role is $83,500 - $110,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role.This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance.Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include:
      • Medical, dental, and vision insurance plans; dependents and domestic partners eligible
      • 20+ days of PTO annually, in addition to paid firm and floating holidays
      • Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each)
      • 401(k) retirement savings plan with annual discretionary company matching contribution
      • Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans
      • Employee assistance program with counseling services and resources available to all employees and immediate family
      • Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation
      • Fertility treatment coverage and adoption or surrogacy assistance
      • Paid parental leave with phase back to work program for birthing and non-birthing parents
      • Access to milk shipping service to support nursing employees during business travel
      • Discounted pet health insurance coverage for dog and cat family members
      • Company-provided life, AD&D, and disability insurance
      • Financial wellness resources and membership in a robust employee discount program
      • Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunitiesBenefits kick in day one; learn more at eab.com/careers/benefits.This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future.At EAB, we believe that to fulfill our mission to "make education smarter and our communities stronger" we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard.To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.Helping all candidates find great careers is our goal. The information you provide here is secure and confidential.We are now directing you to the original job posting. Please apply directly for this job at the employer's website.
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Keywords: Vista Equity Partners Management, LLC, Bethesda , Associate Director, Strategy & Operations (M&A Analytics), Executive , Washington, Maryland