About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is seeking a Deal Data Technology & Analytics, Experienced Associate to help clients use data to inform M&A and transaction decisions. You will work with deal teams to extract insights from large, complex datasets, build analytical deliverables, and present findings that support transaction and value-creation work.

• Analyze large datasets to identify trends, patterns, and insights supporting deal and transaction decisions
• Develop data models, dashboards, and visualizations that translate complex findings into clear business outputs
• Perform data cleansing, transformation, and validation across multiple sources and formats
• Use Python, SQL, Alteryx, Power BI, or Tableau to organize, automate, and present analytical work
• Support financial and operational analyses for mergers, acquisitions, diligence, and value-creation projects
• Conduct research and interpret information from client materials, market sources, and internal datasets
• Apply statistical techniques and predictive methods to test assumptions and answer business questions
• Document methods, findings, and recommendations in concise reports and presentation materials
• Collaborate with senior team members to track deliverables, raise data issues, and adapt to shifting project needs

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Required Qualifications

• At least a Bachelor’s degree
• Minimum 1 year of relevant experience in data analysis, analytics, or a related role
• Hands-on experience with one or more: Python, SQL, Alteryx, Power BI, or Tableau
• Strong analytical thinking and attention to data quality
• Clear written and verbal communication skills; able to translate technical results for business audiences
• Ability to manage tasks in a fast-paced, client-facing environment

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Preferred / Nice to Have

• Degree in Accounting, Engineering, Data Analytics/Data Science, Computer & Information Science, Economics, or Finance
• Certifications in databases (Databricks, MS SQL), visualization (Power BI, Tableau), cloud platforms (AWS, Azure, GCP), or predictive modeling/ML (Python, SAS)
• Internship or coursework applying SQL/Python/visualization tools to solve business problems
• Familiarity with deal-specific or financial datasets and transaction support workflows
• Ability to adapt quickly across clients, teams, and shifting priorities

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Compensation & Benefits

• Salary range: $63,000 - $140,000 (range provided by Confidential Client; actual pay depends on skills, experience, and location)
• Eligible for annual discretionary bonus
• Benefits typically include medical, dental, vision, 401(k), paid holidays, vacation, and family/medical leave (specific benefits provided by Confidential Client)

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Location & Employment Type

• Location: SoMa, CA (San Francisco area) — on-site or hybrid arrangements determined by Confidential Client
• Employment type: FULL_TIME

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.