Salario: $ 54,000

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 OVERVIEWWe 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 OWNSEvery engagement requires command of these three model types, listed in order of importance.Bottom‐Up Three‐Statement Integrated ModelThis 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 accountBookings and backlog burndown schedules, not a percentage growth assumptionHeadcount‐driven revenue where applicable (utilization rate × billable hours × rate)Segment‐level forecasts for companies with multiple service lines or geographiesCost structure must reflect presente operating mechanics:Headcount by function with fully loaded costs, salary, benefits, and payroll taxesClinical vs. administrative staff mix modeled separately where relevantVariable costs tied explicitly to revenue or volume drivers,

and pitch materialsManage model updates and roll‐forwards with accurate variance analysisReview and refine junior analyst work against Crosstree's modeling standardsSupport pre‐ and post‐marketing due diligence processesQUALIFICATIONS — MUST HAVEDemonstrated ability to build bottom‐up three‐statement models from raw operating data — not top‐down market‐based projections5+ years in investment banking, transaction advisory, credit/restructuring analysis, or boutique M&A; advisory. Exceptional candidates from other backgrounds will be considered if the case study demonstrates IB‐grade modeling capability.Fluent English — written and spoken. Must be able to present and explain models directly to US Managing Directors without support.Advanced Excel — formulas, pivot tables,



scenario analysis, dynamic model architecture with no hardcoded assumptionsStrong accounting foundation — U. S. GAAP, balance sheet mechanics, cash flow reconciliationAvailable during US East Coast business hoursQULIFICATIONS — PREFERRBackground in investment banking, Big 4 Transaction Advisory/Deals, or workout/restructuring credit analysisCapital IQ proficiency — comps screening, financial data extraction, transaction searchCFA designation (completed or in progress)Experience with healthcare sector companiesExposure to AI‐enabled workflow toolsAPPLICATION AND CASE STUDYSubmit your resume with details of your transaction or advisory experience and a brief note confirming English proficiency.Shortlisted candidates will complete a mandatory 72‐hour case study. The case study provides a messy trial balance and a set of operating data. You will build a bottom‐up three‐statement model, a DCF, and a comps table, and prepare a 2‐slide financial summary as if presenting to a client.There is no template. The model architecture is part of what we are evaluating.WHAT WE OFFECompetitive compensation: $54,000–$62,000 USD/year base + bonusRemote work with structured processes and clear workflowsDirect collaboration with U. S. investment professionals, including Managing DirectorsTechnology‐forward, AI‐enabled working environmentStable, long‐term opportunity with a clear path to team leadership as the firm scalesThe chance to build models at the highest level of industry sophisticationCrosstree is an equal opportunity employer.

? Senior financial analyst (Nezahualcóyotl)
? Crosstree
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