Senior Associate, Transaction Advisory Services & FP&A; Support

Job Summary:

We are seeking a motivated and detail-oriented Senior Associate to join our Transaction Advisory Services (TAS) practice. In this role, you will lead and support both buy-side and sell-side financial due diligence engagements on behalf of private equity clients while also providing post-close FP&A; support to their portfolio companies. This is an excellent opportunity to for a finance professional looking to deepen their deal execution experience while building lasting relationships with PE sponsors and their management teams across the investment cycle (from pre-close diligence through post-acquisition value creation).

Key Responsibilities:

- Financial Due Diligence (Buy-Side & Sell-Side)
- Support and execute both buy-side and sell-side financial due diligence engagements for private equity clients. Includes Quality of Earnings (QoE) analyses, working capital assessments, net debt analyses, and identification of normalized EBITDA adjustments.
- Build and review financial models.
- Analyze historical financial statements, management accounts, and supporting schedules to assess the quality and sustainability of earnings.
- Prepare due diligence reports, executive summaries, and client-ready deliverables with clear, actionable findings.
- Manage data room review processes and interact directly with target company management and PE deal teams.
- Post-Close FP&A; Support (Private Equity Portfolio Companies)
- Help finance teams build or strengthen their FP&A; capabilities.
- Support the development and implementation of monthly/quarterly management reporting packages, board-ready materials, KPI dashboards,



and variance analysis frameworks aligned with sponsor reporting expectations.
- Assist with the preparation of annual budgets, rolling forecasts, and long-range financial plans that tie back to the original deal model and investment thesis.
- Help establish standardized FP&A; processes, chart of accounts structures, and financial reporting infrastructure (particularly for companies transitioning from founder-led or PE-unsophisticated environments).
- Support add-on acquisition integration efforts from a financial reporting and consolidation standpoint where applicable.

Qualifications:

- Bachelor’s Degree in Accounting, Finance, or a related field is required.
- 1-2 years of experience in financial due diligence, transaction advisory, or a related M&A; advisory role is required.
- Public accounting, investment banking, or consulting background is preferred.
- Strong understanding of GAAP financial statements and accounting concepts is required.
- Demonstrated ability to perform quality of earnings analysis and working capital assessments is required.
- Proficiency in Microsoft Excel and PowerPoint is required.
- Ability to build and stress-test financial models is required.
- English Fluency: written and verbal communication skills with the ability to present complex financial information clearly and concisely is required.
- Experience with private equity-backed transactions is preferred.
- Exposure to FP&A;, financial modelling, and/or management reporting in post-acquisition context is preferred.
- Familiarity with data visualization tools (e.g., Tableau, PowerBI) or ERP systems (e.g., NetSuite, SAP, QuickBooks) is preferred.

#J-18808-Ljbffr

📌 Senior Associate Transaction Services (Ciudad de México)
🏢 reesmarx
📍 Ciudad de México