Senior Financial Analyst (México)

Senior Financial Analyst (México)

01 abr
|
Crosstree
|
México

01 abr

Crosstree

México

Crosstree is a specialty boutique investment bank with an exclusive focus on Health Sciences, including Pharmaceutical Services, Diagnostics and Tools, and Digital Health. We advise founder‑led and PE‑backed middle‑market companies on M&A; and private capital transactions. We build institution‑grade financial models and transaction materials. The standard is not good enough for a regional bank, it is good enough to withstand scrutiny from a sophisticated buyer’s diligence team. ROLE OVERVIEW We are seeking a Senior Financial Analyst (Manager) to join our remote nearshore team. This is a hands‑on execution role at the core of our deal process, not a strategy role, not a business development role. You will build and own the financial models that underpin every transaction we run. You will initially manage one Financial Analyst, with the expectation that the team grows as the firm scales. The defining requirement of this role is the ability to build rigorous bottom‑up financial models from imperfect, real‑world inputs.



If your modeling experience is primarily top‑down, applying growth rates to market sizes or revenue multiples to comparable companies, this role is not the right fit. THE THREE MODEL TYPES THIS ROLE OWNS Every engagement requires command of these three model types, listed in order of importance. Bottom‑Up Three‑Statement Integrated Model This is the primary deliverable on every engagement and the foundational filter for this role. It must be built from the ground up, from trial balances, raw P&Ls;, and operating data, not from a top‑down growth rate applied to a revenue line. Revenue must be constructed from presente business unit drivers: Named client contracts or pipeline opportunities with probability weighting by named account Bookings and backlog burndown schedules, not a percentage growth assumption Headcount‑driven revenue where applicable (utilization rate × billable hours × rate) Segment‑level forecast

📌 Senior Financial Analyst (México)
🏢 Crosstree
📍 México

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