Transaction Services Analyst: your first 90 days.
Whether you're joining a Big 4 TS practice or a mid-market advisory firm, this guide covers what you need to know — from data room navigation to QoE delivery. Written by practitioners, not recruiters.
Read by 900+ TS professionals
Week-by-week plan
Structured 90-day plan: what to learn in weeks 1-2, 3-4, month 2, and month 3.
Core deliverables explained
QoE, NWC, debt-like items, management presentations — what they are and how to build them.
Excel skills that matter
The specific Excel techniques used daily in TS (pivot tables, INDEX/MATCH, conditional formatting, data validation).
Common mistakes to avoid
The top 15 mistakes new analysts make and how to avoid them from day one.
Datapack-TS-Analyst-Onboarding.pdf
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