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
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Maintain and update the M&A database in Excel, including data received from acquisition targets and data on offers/valuations sent to targets.
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Enter new data as deals progress, following the database’s existing structure and categories — this is a maintenance role, not a rebuild.
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Read and interpret financial statements submitted by targets (income statement, balance sheet, cash flow).
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Recategorize and standardize line items from target financials into Collective Residential’s standard categories.
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Check entries for accuracy and consistency across the database.
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Flag anomalies, unclear data, or discrepancies to the M&A team rather than guessing.
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Maintain strict confidentiality of all deal, valuation, and target financial data per NDA
Requirements
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Strong, hands-on Excel skills (formulas, structured tables, accurate data entry; pivot tables a plus).
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Ability to read and understand financial statements (income statement, balance sheet, cash flow).
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High attention to detail and consistency across repetitive data entry.
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Comfort working independently once trained on the existing database structure.
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Trustworthy handling of confidential deal and financial information.
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Reliable internet and own equipment.
Nice-to-have
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Prior finance, accounting, bookkeeping, or M&A support experience.
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Familiarity with the property management industry.
Benefits
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Payments in USD every two weeks (Contractor Agreement);