M&A Data, Financial Analyst

🔥 13 hours ago

🌐 Brazil, Mexico, +1 more countries – Remote

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⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

📉 Data Analyst

👻 Ghost score 12%

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Logo of Collective Residential

Collective Residential

201 - 500 employees

🏠 Real Estate

🤝 B2B

Real Estate • B2B

Collective Residential is a company that acquires respected multifamily property management companies and integrates them into a national collective that provides capital, operational infrastructure, shared services, and a technology/AI-enabled ecosystem. Formerly known as Proper, Collective Residential is led by former owners and operators and focuses on preserving local brands, teams, and market relationships while offering owners upfront liquidity plus optional rollover equity and pathways for continued involvement. The company centralizes resources such as HR, marketing, data and technology, and operational best practices to drive performance across an aligned portfolio of property management firms.

📋 Description

• Maintain and update the M&A database in Excel, including data received from acquisition targets and data on offers/valuations sent to targets • Enter new data as deals progress, following the database's existing structure and categories; this is a maintenance role, not a rebuild • Read and interpret financial statements submitted by targets, including income statements, balance sheets, and cash flow statements • Recategorize and standardize line items from target financials into Collective Residential's standard categories • Check entries for accuracy and consistency across the database • Flag anomalies, unclear data, or discrepancies to the M&A team rather than guessing • Maintain strict confidentiality of all deal, valuation, and target financial data per NDA

🎯 Requirements

• Strong, hands-on Excel skills (formulas, structured tables, accurate data entry; pivot tables a plus) • Ability to read and understand financial statements (income statement, balance sheet, cash flow) • High attention to detail and consistency across repetitive data entry • Comfort working independently once trained on the existing database structure • Trustworthy handling of confidential deal and financial information • Reliable internet and own equipment • Prior finance, accounting, bookkeeping, or M&A support experience (nice-to-have) • Familiarity with the property management industry (nice-to-have)

🏖️ Benefits

• Payments in USD every two weeks (Contractor Agreement) • Flexible schedule

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