M&A Data & Financial Analyst (Remote)

Supports Collective Residential's M&A team by maintaining the M&A database in Excel: entering new data as it's received from acquisition targets, logging offers and valuations we've sent, and translating target financial statements into our standard reporting categories.

Responsibilities

• 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 (income statement, balance sheet, cash flow).


• 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

• 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.

Nice-to-have

• Prior finance, accounting, bookkeeping, or M&A support experience.


• Familiarity with the property management industry.

• Payments in USD every two weeks (Contractor Agreement);


• Flexible schedule.

#J-18808-Ljbffr