M&A Data, Financial Analyst

Posted 1hrs ago

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Job Description

M&A Data & Financial Analyst maintaining Excel acquisition databases for Collective Residential. Standardizing target financial statements, offers, and valuations across Brazil, Mexico, and the Philippines.

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, including income statements, balance sheets, and cash flow statements
  • 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

Requirements:

  • 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
  • Prior finance, accounting, bookkeeping, or M&A support experience (nice-to-have)
  • Familiarity with the property management industry (nice-to-have)

Benefits:

  • Payments in USD every two weeks (Contractor Agreement)
  • Flexible schedule