M&A Data, Financial Analyst

Collective Residential

. Maintain and update the M&A database in Excel, including data received from acquisition targets and data on offers/valuations sent to targets .

Posted 9/19/2026contractRemote • Brazil, Mexico, PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Proficient in maintaining and updating databases with a strong focus on data accuracy and confidentiality. Capable of interpreting financial statements and standardizing financial data in compliance with established categories.

Highest-signal resume keywords

Excel SkillsFinancial Statement AnalysisData Entry AccuracyConfidentiality ManagementM&A Support Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

ExcelData EntryFinancial Statement InterpretationData StandardizationPivot Tables

Soft Skills

Attention to DetailIndependent WorkTrustworthiness

Industry Keywords

M&AFinanceAccountingBookkeepingProperty Management

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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