Position Summary

Our client, a boutique business valuation firm headquartered in Houston, Texas, is expanding internationally and establishing a new Valuation Center of Excellence in Mexico City. As part of this expansion, they are hiring a Senior Bi-Lingual Financial Analyst to join the founding team of the Mexico City office.

In this role, you will support U.S.-based Certified Valuation Analysts by preparing engagement files, consolidating and analyzing financial statements, reviewing client documentation, conducting industry and economic research, and entering data into a proprietary valuation model.

This is a structured, detail-oriented, and process-driven role that requires strong analytical judgment, accuracy, organization, and consistent communication in English. The position is full-time and based on-site in Mexico City, with a hybrid working model, competitive compensation, generous paid time off, and occasional opportunities for U.S. travel for training or collaboration.

This role is ideal for an experienced finance or accounting professional who wants meaningful responsibility, direct exposure to senior decision-makers, and the opportunity to help build and shape a new office within a rapidly growing national firm.

The Opportunity and Why It Matters

This is not a back-office role.

As a Senior Financial Analyst, your work will directly support high-impact valuation engagements for privately held businesses across a wide range of industries in the United States. You will collaborate closely with certified appraisers and senior financial professionals, and your analyses will contribute directly to defensible, client-facing valuation conclusions.

Because our client is a boutique firm, senior analysts are not siloed or buried under layers of management. Your work is visible, your judgment matters, and strong performance is rewarded with increased responsibility and leadership opportunities. As the Mexico City office grows, this role offers the potential to mentor junior team members and help shape workflows, standards, and best practices.

Prior valuation experience is not required. Our client provides a defined path toward certification and invests in professional training and development for high-performing team members.

Key Responsibilities

• Set up and maintain valuation engagement files; upload, organize, and manage client documentation

• Review client intake forms for accuracy and completeness; identify and escalate inconsistencies

• Enter financial and operational data into the proprietary valuation model, following workflow rules and documentation standards

• Consolidate and link financial statements; apply formatting standards and document unusual or nonrecurring findings

• Identify discretionary, nonrecurring, or unclear items and draft questions for client and owner interviews

• Conduct industry and economic research, including verification of NAICS and SIC codes

• Assist with owner interview preparation; attend interviews when appropriate and update workpapers accordingly

• Perform consolidated balance sheet reviews, flagging non-operating, personal, or unusual items

• Collect, analyze, and summarize national, regional, and local economic data (employment, population, income, real estate trends)

• Support the preparation of valuation reports and summaries for client delivery

• Maintain organized documentation, communicate proactively with U.S.-based teams, and uphold high standards of accuracy, integrity, and professionalism

• Contribute to process improvement initiatives, documentation standards, and workflow efficiency as the Mexico City office grows

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field from an accredited institution

• 2+ years of experience in financial statement analysis, audit support, accounting, tax, banking, corporate finance, FP&A, or similar analytical roles

• Strong understanding of income statements, balance sheets, and cash flow statements

• Ability to identify inconsistencies, missing information, and unusual trends in financial data

• Advanced Excel skills, including linking sheets, reorganizing data, and tracing formulas

• High English proficiency (speaking, reading, and writing)

• Exceptional attention to detail, organization, and ability to clearly summarize findings

• Comfort working in structured, process-driven environments and collaborating with cross-border teams

• Strong commitment to confidentiality, data integrity, and meeting deadlines

Nice to Have / Preferred Qualifications

• Familiarity with valuation concepts such as Seller’s Discretionary Earnings (SDE), EBITDA, and nonrecurring adjustments

• Experience supporting U.S.-based clients or working in professional services

• Prior experience in audit, accounting, or tax environments

• Interest in pursuing long-term growth in the valuation profession

Work Location and Structure

• On-site role in Mexico City, Monday–Friday

• Hybrid working model

• Collaboration with U.S.-based valuation professionals

• Occasional opportunities for U.S. travel for training or collaboration

What We Offer

• Founding role within the client’s Mexico City Valuation Center of Excellence

• Direct mentorship from experienced U.S.-based certified valuation professionals

• Exposure to diverse industries and sophisticated valuation engagements

• 10 Mexican national holidays observed plus 15 days of paid time off

• Competitive compensation

• Clear opportunities for professional growth, leadership development, and certification as the center expands