Senior Financial Analyst (México)

Senior Financial Analyst (México)

08 ago
|
Serficor IMAP
|
México

08 ago

Serficor IMAP

México

Company Description Serficor IMAP is a leading mergers and acquisitions advisory firm in Mexico, serving a diversified portfolio of integral and local clients on sell-side, buy-side, private placements, and balance sheet restructuring mandates.

The firm focuses on inbound and outbound transactions for multinational companies and specializes in closely held and family-owned Mexican businesses with annual sales between $25 and $250 million USD.

Serficor IMAP is the exclusive Mexico member of IMAP, one of the oldest and most collaborative M&A; advisory organizations worldwide, with offices in 35 countries and over 450 experienced advisors and analysts.

Through IMAP’s global network and deep local expertise, Serficor IMAP offers access to high-quality deal opportunities and counterparties for mid-market cross-border transactions.

This environment provides team members with exposure to complex international deals, diverse industries, and a highly collaborative, professional culture.

Role Description The Senior Financial Analyst will support M&A; transactions and related advisory projects by performing detailed financial analysis, valuation, and modeling for mid-market companies.

Day-to-day responsibilities include:

- Building and reviewing financial models, analyzing financial statements, preparing client presentations, and supporting due diligence activities for both buy-side and sell-side mandates.
- Research industry and market dynamics, reviewing general and industry- specific press to identify trends and M&A; opportunities in Mexico.
- Create, audit and/or supervise financial modeling for M&A;, project finance and capital raising transactions, presenting written reports with robust analysis, supporting arguments and recommendations.
- Take ownership of specific tasks across all phases of the M&A; process: client proposals, status reports, business plans, promotional materials, management presentations, financial and valuation models, and sales presentations with potential clients.




- Work directly with clients to gain a high-level understanding of their industry and a detailed knowledge of their business.
- Actively participate in meetings with clients, internal staff, transaction counterparts and third-party advisors.
- Represent Serficor IMAP's mission and business ethics professionally in every client interaction, maintaining strict confidentiality.
- This position requires full-time availability in our Mexico City offices.

Qualifications

- Candidates should possess strong Finance knowledge, including a solid understanding of corporate finance, valuation concepts, and M&A; transaction fundamentals.
- Candidates should possess advanced Analytical Skills to interpret data, build and analyze complex financial models, and support decision-making under tight timelines, attention to detail and organizational skills.
- Candidates should possess expertise in Financial Statements, including the ability to analyze income statements, balance sheets, and cash flow statements and identify key performance drivers.
- Candidates should possess experience in Financial Reporting and Financial Planning, including budgeting, forecasting, and preparing management and investor-level reports.
- Relevant academic background in Finance, Economics, Accounting, Business, Engineering or a related field; professional certifications (e.g., CFA, CPA) are a plus.
- Strong proficiency in Excel and Power

Point; experience with financial modeling tools and data providers (e.g., Bloomberg, Capital IQ) is beneficial.
- Relevant professional experience in investment banking or related areas (minimum 2 years).
- Excellent written and verbal communication skills in English and Spanish (above 90%), with the ability to present complex financial information clearly and professionally; additional languages a plus
- Demonstrated ability to work
- High energy, outgoing, results-oriented self-starter, able to work independently and as part of a team; sets priorities and responds to changing demands from multiple sources.
- Comfortable working in dynamic, sometimes ambiguous environments where adaptability and flexibility are critical.

📌 Senior Financial Analyst (México)
🏢 Serficor IMAP
📍 México

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