Financial Planning Specialist - Sales Channels

Finance Planning · Ciudad de México, Ciudad de México
Department Finance Planning
Employment Type PAYCLIP MEXICO
Minimum Experience Experienced

Purpose of the Job:

We are looking for a Financial Planning Specialist to be part of this amazing and fast – growing fintech. The financial planning in core sales channels main goal is to make sure financial resources are being used efficiently in our three main  sales channels (Retail, Resellers, Online) through an efficient expense control and deep analysis. S/he should thrive in a culture of decisions based on analytics, be able to step-back and communicate both the strategic and immediate implications on priorities. This candidate must have strong written and verbal communications skills in both English and Spanish and be willing to continue learning.


Education Level & Work Experience

Bachelor’s degree in Accounting/Finance/Economics or related financial field.

3-5 years of experience in financial analysis or closely related discipline.

Deep understanding in accounting processes (accounting records, accruals, month-end closing), and financial reporting.


Key Responsibilities 

1.       Collaborate with commercial leaders to drive operating performance our sales channels.

2.       Analyze, validate, and reconcile data through our current ERP and Data systems, and aligned with commercial teams.

3.       Provide financial analysis on a monthly basis of revenue and expense actuals vs budget to commercial heads including assessment of expense savings and controls, to drive profitable growth.

4.       Assist with management reporting and ad-hoc analysis to commercial heads.

5.       Partner with accounting and commercial heads to help all stakeholders understand and accurately provide expense accruals to reflect accurate accounting during month-end close processes.

6.       Ensure planning cycle (budget) and month-end closing deadlines are met by facilitating and coordinating efforts across commercial and accounting teams to gather required data.

7.       Identify and improve operational processes, automating as many manual processes as possible.

 


Technical knowledge

1.       Proficiency in Microsoft Excel and any ERP system (Oracle NetSuite would be an asset), including the ability to build and navigate efficiently across robust data sets.

2.       Ability to build cross-functional partnerships and work collaboratively.

3.       Strong problem-solving skills in order to analyze data and requirements to find appropriate solutions.

4.       Very high attention to detail and accuracy and strong analytical skills required.

Thank You

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  • Location
    Ciudad de México, Ciudad de México
  • Department
    Finance Planning
  • Employment Type
    PAYCLIP MEXICO
  • Minimum Experience
    Experienced