Personal Finance Bookkeeper & Deal Outreach Specialist - LATAM

This is a remote position.

Position Summary

This hybrid role combines traditional bookkeeping responsibilities with business development activities focused on deal sourcing and outreach. The ideal candidate will maintain accurate financial records while actively identifying and vetting potential acquisition targets in the behavioral health and real estate sectors.

Key Responsibilities

Personal Finance Bookkeeper

• Maintain accurate and up-to-date financial records using QuickBooks Online
  

• Categorize and record all business transactions with proper class coding and account allocation
  

• Reconcile bank accounts credit cards and other financial accounts monthly
  

• Generate monthly financial reports including P&L statements balance sheets and cash flow reports
  

• Assist with year-end closing procedures
  

• Track and categorize expenses by business units and acquisition targets
  

• Maintain detailed records of acquisition-related expenses and financing activities
  

• Support with loan documentation and compliance reporting
  

Deal Sourcing & Outreach

• Research and identify potential acquisition targets in behavioral health and real estate sectors.
  

• Build and maintain comprehensive databases of target companies using CRM systems
  

• Conduct initial outreach to practice owners via email phone and LinkedIn
  

• Screen potential deals based on established acquisition criteria (revenue size geography services)
  

• Coordinate with brokers and M&A advisors to access deal flow
  

• Maintain detailed tracking of all outreach activities and responses
  

• Prepare initial deal summaries and financial assessments
  

• Schedule and coordinate meetings between ownership and potential sellers
  

• Follow up on leads and maintain ongoing relationships with potential targets
  

• Analyze financial documents: P&L rent rolls tax returns OMs and loan docs.
  

• Build financial models for real estate and business deals including: IRR cash-on-cash cap rate DSCR and exit scenarios.
  

• Organize deals by stage (New Under Review LOI Under Contract Dead)
  

Requirements

Education & Experience

• Minimum 1 year of bookkeeping experience with small to medium-sized businesses
  

• 1-2 years of business development sales or deal sourcing experience
  

• Experience with healthcare or professional services companies preferred
  

• 3 years in real estate business underwriting or financial modelling
  

• Understanding and familiarity with US real estate metrics and/or small business fundamentals
  

• Excellent English communication skills (written & spoken)
  

Technical Skills

• Required: Proficiency in QuickBooks Online
  

• Required: Strong Excel/Google Sheets skills for data analysis and reporting
  

• Required: Experience with CRM platforms (Salesforce HubSpot Pipedrive or similar)
  

• Preferred: Familiarity with deal sourcing platforms such as:
  

• BizBuySell
  

• DealStream
  

• Crexi
  

• Axial
  

• LoopNet (for real estate components)
  

• PitchBook or similar databases
  

• Preferred: Knowledge of financial modeling and valuation techniques
  

Soft Skills

• Strong attention to detail and accuracy in financial record-keeping
  

• Excellent written and verbal communication skills for outreach activities
  

• Ability to build rapport with business owners and maintain professional relationships
  

• Self-motivated with ability to work independently and manage multiple priorities
  

• Strong organizational skills and ability to meet deadlines
  

Preferred Qualifications

• Experience in healthcare behavioral health or professional services industries
  

• Knowledge of SBA lending processes and documentation requirements
  

• Previous experience with business acquisitions or M&A activities
  

Performance Metrics

• Accuracy of financial records and timely monthly close procedures
  

• Number of qualified leads generated and deals sourced monthly
  

• Maintenance of target database with current and accurate information
  

Reporting Structure

This position reports directly to the CEO/Owner and will work closely with our accounting team during acquisition activities.

Benefits

• Work from home setup
  
• Paid US Holidays
  Paid Time Offs
• Paid Birthday Leave
  
• Monthly Health Stipend