Data Analyst with M&A (Mergers & acquisitions)

Job Title: Data Analyst with Finance M&A experience

Location: Sunnyvale, CA / San Francisco, CA (Hybrid – 2 days onsite in a week)

Hire Type: Contract (6 months+)

Note:

• Only W2 contract role, No C2C.

Must Have (Notes from hiring manager):

• Strong analytical and financial modeling capabilities, including experience conducting market research, competitive intelligence, market sizing, valuation analysis, acquisition diligence, and comparable benchmarking; advanced proficiency in Excel, financial modeling, VBA/macros, and forecasting methodologies.
• Advanced technical and data automation skills, with expertise in Python, APIs, SQL/data extraction techniques, and Excel/VBA automation to build scalable workflows, improve data quality, perform trend analysis, and streamline complex business processes.
• Experience leveraging AI and emerging technologies to drive business insights, including designing and optimizing AI-enabled research workflows, validating and enriching large datasets, detecting data integrity risks, and delivering actionable insights across global markets and investment ecosystems.

Summary:

The Strategic Business Operations Team (SBO) is looking for a Data Analyst to work in an impactful, collaborative work environment. They will help drive business initiatives critical to the ongoing growth of the team and be responsible for developing a deep understanding of our business model and internal processes.

Responsibilities:

• Require 3-5 years of experience to Assist in the development of long-term revenue forecasts and analysis
• Lead the development of forecasting models based on market trends, existing licensee sales and new licensee acquisitions
• Support patent licensing executives by providing relevant analysis and financial information on prospective licensees
• Process diverse sets of information to provide summary-level insights and recommendations
• Improve the quality and consistency of data and data management
• Help identify opportunities for systems and processes for efficiency, effectiveness, and automation
• Problem solving and providing business insights and recommendations
• Prepare economic analysis in support of our patent pool engagements by providing analysis of royalty rate and pool structure proposals
• Develop patent valuation analysis supporting IP business development efforts.

Required Skills:

• Bachelor’s degree in Finance, Business Management, or a related field
• Experience with Microsoft Office suite
• Data Analyst with Finance M&A
• Exceptional financial modeling and analysis skills
• Strong data analysis and finance experience
• Interest in learning new software applications
• Excellent communication skills
• Ability to ownership over projects and work independently.