Senior Transaction Advisory Services Consultant

Forvis Mazars In Mexico; Estado de México; Presencial; MXN 400,000 - 600,000; Jornada completa

Descripción de la vacante

A multinational firm in Mexico is seeking a Senior Transaction Services professional to lead financial due diligence for buy-side and sell-side transactions. Candidates should have over 5 years of experience in financial advisory, strong Excel skills, and excellent communication abilities. The role offers competitive compensation, continuous training, and an opportunity to work within a collaborative environment focused on professional growth.

Servicios

Competitive compensation

Attractive benefits package

Ongoing training and development plan

Formación

• 5+ years of experience in financial due diligence, M&A advisory, or Transaction Services.
• Proven skills in Excel and financial modeling.
• Excellent verbal and written communication skills in English.

Responsabilidades

• Conduct financial due diligence for buy-side and sell-side transactions.
• Prepare Quality of Earnings (QoE) reports and assess financial performance.
• Analyze financial trends and identify potential risks post-transaction.

Conocimientos

Financial due diligence

Excel modeling

Analytical skills

Team collaboration

Client communication

Educación

Bachelor's degree in Accounting, Finance, or related field

Descripción del empleo

Forvis Mazars is seeking a Senior Transaction Services professional. We are looking for a motivated and collaborative Senior to join our growing Transaction Services team at Forvis Mazars Mexico. In this role, you will lead financial due diligence engagements for both buy-side and sell-side transactions, helping clients assess opportunities and risks across various industries. You will work alongside our experienced professionals to deliver value‑added insights, structure transactions effectively, and support clients throughout the full lifecycle of a deal from initial evaluation to post‑acquisition integration.

The position involves close collaboration with international and local teams, meticulous Excel modeling, mentoring junior staff, and active participation in proposal development, client presentations, and business‑development initiatives.

Key Responsibilities

• Conduct financial due diligence for both buy-side and sell-side transactions.
• Analyze the financial performance and operational results of target companies.
• Prepare Quality of Earnings (QoE) reports and identify key diligence issues and value drivers.
• Evaluate financial trends, normalize EBITDA, and identify potential post-transaction risks or synergies.
• Lead client meetings, support executive discussions, and maintain communication throughout engagements.
• Collaborate with international and local teams to deliver cross-border projects (U.S. and Mexico).
• Develop robust Excel models for financial analysis and valuation purposes.
• Supervise and mentor junior team members to ensure quality and efficiency.
• Support partners and managers in proposal development, client presentations, and business development initiatives.
• Stay current on industry trends and best practices related to M&A and due diligence.

Preferred Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of experience in financial due diligence, M&A advisory, or Transaction Services (ideally in a consulting or Big 4 environment).
• Advanced skills in Excel and financial modeling.
• Strong analytical and problem‑solving skills with attention to detail.
• Ability to manage multiple projects simultaneously in a fast‑paced environment.
• Excellent verbal and written communication skills in English.
• Proactive, client‑focused, and collaborative mindset.
• Experience working with U.S. and/or international clients is highly desirable.

What can we offer?

• Immediate incorporation into a multinational firm with a consolidated presence in audit, tax, advisory, and transaction services.
• Opportunity to gain international exposure and work with cross‑border clients and teams.
• Competitive compensation and an attractive benefits package.
• Ongoing training and development plan to support your technical growth and leadership journey.
• Supportive and collaborative work environment that encourages continuous feedback and professional development.

How to apply

You should apply directly by submitting your updated resume.

About Forvis Mazars

At Forvis Mazars, you don't just join a firm — you join a community. Here, you grow with every project, every client, and every new learning opportunity that broadens your perspective and deepens your expertise. Growth is more than a goal — it's our promise. We believe in creating a workplace where everyone feels a sense of belonging. A space where your voice is heard, your ideas matter, and you are valued for who you you are. Together, we grow, we belong, and we create impact. Because when you grow, we all grow. We are Forvis Mazars.

Inclusion and Diversity

We believe that a diverse team strengthens our ability to serve our clients and communities. That's why we welcome and hire people based on their skills, knowledge, and experience — regardless of sexual orientation, gender identity, ethnicity, nationality, faith, beliefs, social background, age, or disability.