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

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