Deal Outreach Specialist (with Bookkeeping Experience) - LATAM
Deal Outreach Specialist (with Bookkeeping Experience) - LATAM
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Job Description
This is a remote position.
Position Summary
This hybrid role blends deal sourcing and outreach with essential bookkeeping responsibilities. You ll identify and connect with potential acquisition targets in the behavioral health and real estate sectors while also maintaining accurate financial records that support informed business decisions and successful transactions.
Key Responsibilities
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)
Bookkeeping
Managing QuickBooks Online records categorizing and reconciling accounts preparing monthly financial reports and tracking expenses related to business units and acquisitions including maintaining documentation for loans and compliance.
Requirements
Required Qualifications
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
Proficiency in QuickBooks Online
Strong Excel/Google Sheets skills for data analysis and reporting
Experience with CRM platforms (Salesforce HubSpot Pipedrive or similar)
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
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
Familiarity with deal sourcing platforms including BizBuySell DealStream Crexi Axial and LoopNet for real estate components as well as PitchBook or similar databases is highly valued.
Knowledge of financial modeling and valuation techniques
Work Hours:
Full-time (40 hours a week)
Monday-Friday
8 AM-5 PM Pacific Time (1 hour lunch)
Benefits
- Work from home setup
- Paid US Holidays
Paid Time Offs - Paid Birthday Leave
- Monthly Health Stipend
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. Work Hours Full-time (40 hours a week) Monday-Friday 8 AM-5 PM Pacific Time (1 hour lunch)
Employment Type
Full Time
