Senior financial analyst (México)

Senior financial analyst (México)

09 ago
|
Serficor IMAP
|
México

09 ago

Serficor IMAP

México

company description serficor imap is a leading mergers and acquisitions advisory firm in mexico, serving a diversified portfolio of global 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 integral 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 powerpoint; 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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