M&A Data & Financial Analyst (Remote)
Collective Residential Mexico
Real Estate · 51-200 employees
About the role
The analyst will maintain and update the M&A database by entering deal data and standardizing target financial statements. They are responsible for ensuring data accuracy and flagging discrepancies to the M&A team while maintaining strict confidentiality.
What they look for
Requirements
Candidates must have strong Excel skills, including experience with formulas and structured tables, and the ability to interpret financial statements. Prior experience in finance, accounting, or M&A support is preferred, along with high attention to detail.
Benefits
Full description
Supports Collective Residential's M&A team by maintaining the M&A database in Excel: entering new data as it's received from acquisition targets, logging offers and valuations we've sent, and translating target financial statements into our standard reporting categories.
Responsibilities • Maintain and update the M&A database in Excel, including data received from acquisition targets and data on offers/valuations sent to targets.
- Enter new data as deals progress, following the database's existing structure and categories — this is a maintenance role, not a rebuild.
- Read and interpret financial statements submitted by targets (income statement, balance sheet, cash flow).
- Recategorize and standardize line items from target financials into Collective Residential's standard categories.
- Check entries for accuracy and consistency across the database.
- Flag anomalies, unclear data, or discrepancies to the M&A team rather than guessing.
- Maintain strict confidentiality of all deal, valuation, and target financial data per NDA
- Strong, hands-on Excel skills (formulas, structured tables, accurate data entry; pivot tables a plus).
- Ability to read and understand financial statements (income statement, balance sheet, cash flow).
- High attention to detail and consistency across repetitive data entry.
- Comfort working independently once trained on the existing database structure.
- Trustworthy handling of confidential deal and financial information.
- Reliable internet and own equipment.
Nice-to-have
- Prior finance, accounting, bookkeeping, or M&A support experience.
- Familiarity with the property management industry.
- Payments in USD every two weeks (Contractor Agreement);
- Flexible schedule.
