About the role

The Senior Data Coordinator serves as the day-to-day lead for a team of Data Specialists supporting strategic data, technology, and operational initiatives across Lincoln International's Valuations & Opinions Group. Day-to-day work includes setting priorities, coordinating workloads, coaching early-career team members, reviewing work quality, and performing core data and operational responsibilities as needed. The role supports client onboarding to the Anaplan valuation platform, private-market data collection and reporting, functional testing, and continuous improvement initiatives including emerging AI and data-extraction solutions. Based in Mumbai, Maharashtra, the position follows a hybrid work model with in-office collaboration Monday through Thursday and the option to work remotely or from the office on Fridays.

What you’ll do

Provide day-to-day direction, coaching, and support to a team of Data Specialists, serving as the primary point of coordination for daily activities.
Set priorities, assign work, and balance team capacity across multiple onboarding, data, testing, and support workstreams.
Review team output for accuracy, completeness, consistency, and timeliness, reinforcing clear quality standards and expectations.
Monitor productivity, turnaround times, and workflow bottlenecks; proactively adjust assignments and escalate risks when needed.
Coordinate the onboarding of valuation clients onto Lincoln's Anaplan platform, ensuring required data, activities, and stakeholders are aligned.
Oversee the collection, validation, maintenance, and reporting of private-market data, establishing and reinforcing quality-control procedures.
Partner with the Anaplan Technology team on new platform capabilities and enhancements, including requirements clarification, functional testing, issue documentation, and validation of fixes.
Support the evaluation and responsible adoption of emerging AI and data-extraction solutions that improve team productivity and data-processing capabilities.

What you’ll bring

Approximately 7-8 years of relevant experience in data operations, financial analysis, valuation, financial reporting, or a related field.
Experience providing day-to-day leadership, coaching, or work coordination for junior or early-career team members.
Demonstrated ability to manage multiple priorities, deadlines, and stakeholders in a fast-paced environment.
Strong project coordination skills, including planning, milestone tracking, risk identification, issue management, and status communication.
Analytical foundation with an understanding of financial statements and strong proficiency in Microsoft Excel.
Strong working knowledge of the team's core data, financial analysis, and operational processes, with the ability and willingness to independently complete, troubleshoot, and provide guidance on the w
Experience analyzing or preparing company financials, financial models, valuation analyses, or related reporting.
Strong written and verbal English communication skills, with close attention to detail and the ability to communicate effectively with both technical and business stakeholders.

Nice to have

CFA designation completed or actively being pursued.
Experience with Anaplan or another enterprise planning or workflow platform.
Experience with SQL, Power BI, or other data and reporting tools.
Experience supporting technology implementations, functional testing, or user acceptance testing.
Experience in financial services, investment banking, valuation, or a related professional-services environment.

Skills

Microsoft ExcelFinancial statementsProject coordinationData operationsFinancial analysisValuationFinancial reportingEnglish communication

Education

CFA designation completed or actively being pursued.