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 (Qo E) 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:

📌 Senior associate transaction services (Ciudad de México)
🏢 reesmarx
📍 Ciudad de México