Financial Analyst

hace 2 semanas

Ciudad de México, Ciudad de México Bamboo Works A tiempo completo USD1,440 - USD2,200

We're helping an international finance and M&A consultancy find a Financial Analyst to support transaction advisory, fundraising, and strategic finance projects for high-growth startups and scaleups.

You'll build sophisticated financial models, prepare investor and board materials, and support valuation and deal execution across software and deeptech companies. This is a hands-on, high-accountability role where flawless work is non-negotiable — your analyses will directly inform key decisions and client strategies.

This role is ideal for someone who is a wizard with numbers, detail-obsessed yet commercially minded, and capable of seeing both the story and strategy behind the spreadsheets.

Part time to start, 24 hours/week (with potential to transition to full time) 
Schedule: CET working hours
Location: Fully Remote 
Engagement: Independent Contractor
Compensation: $1440-$2200 (based on a 24-hour workweek, depending on level of experience); $2400-$3680 for full time

Key Responsibilities

  • Financial Modelling (Forecast & Scenario Analysis)
    Build fully linked 3-statement financial models with sensitivities and scenarios (base, downside, management).
    Create cash flow forecasts, liquidity bridges, and valuation-ready modules (DCF, comps, transaction comps).

  • Historical Restatement & Data Hygiene
    Reconcile and clean raw data (GL exports, bank data, SaaS metrics) into analysis-ready formats.
    Maintain version control, audit trails, and traceability from trial balance to model.

  • Reporting Templates & Automation
    Design board and investor reporting templates, KPI dashboards, and variance analysis frameworks.
    Build SaaS metrics (ARR/MRR bridges, churn, LTV/CAC, NRR) and recurring revenue templates.

  • Transaction Support (Model-Led)
    Produce deal-ready schedules for buy-side and sell-side engagements (QofE, NWC, closing adjustments).
    Translate model outputs into charts and visuals for investment memorandums and management presentations.

  • Quality Assurance & Standards
    Follow strict QA processes (FAST/SMART methodology).
    Double-check every formula, input, and output — your work must be flawless.
    Ensure transparency through consistent assumptions pages, error checks, and version logs.

Requirements

  • 3–6 years of experience in M&A, Transaction Services, or FP&A, ideally from a Tier 1 investment bank or M&A boutique.

    • Candidates with more years of experience will also be considered if they remain flexible and open to new approaches.

  • Strong experience working with software companies; exposure to deeptech (e.g., chipmakers) is a plus.

  • Advanced Excel/Google Sheets proficiency (array formulas, Power Query, dynamic formulas, structured refs).

  • Excellent grasp of valuation and deal mechanics (NWC, closing adjustments, leakage, earn-outs).

  • Ability to turn messy data into clear historicals and models — quickly and accurately.

  • Strong communication and interpersonal skills — able to explain the story behind the numbers.

  • Meticulous attention to detail and ability to self-check work before submission.

Nice-to-Haves

  • Experience preparing materials for investment memorandums (IMs).

  • Familiarity with CAPEX modelling and debt structuring.

  • Previous experience in software or SaaS transactions; exposure to deeptech deals a bonus.

How Our Client Works

  • They own the numbers — every figure must be backed by logic, traceability, and quality assurance.

  • They balance precision with practicality — models should be easy to hand over and fast to update.

  • They translate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story.

Recruitment Process

  1. Initial Interview

  2. Finance Case + bonus assignment

  3. Second Interview

Valuation Case Test
Final Interview

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