Director of Finance – LATAM

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Develop and sustain dynamic financial models for 1-year, 3-year, and 5-year periods, encompassing three-statement models, scenario analyses, and sensitivity tables.

• Assume ownership of rolling forecasts, annual budgets, variance analyses, and financial reporting across a range of client engagements.

• Create KPI dashboards, executive reporting packages, and board-ready materials that transform complex data into straightforward decisions.

• Conduct margin analyses, demand planning, unit economics assessments, and financial analyses related to pricing, channel mix, inventory, and vendor choices.

• Collaborate with senior finance leaders as the primary analytical lead for various client relationships.

• Prepare documentation for board meetings, investor calls, strategic planning sessions, fundraising activities, and M&A-related projects.

• Participate in client meetings as necessary, confidently communicating with leaders in marketing, supply chain, operations, and executive teams.

• Assist with capital markets activities, including investor presentations, lender reporting, data rooms, credit packages, due diligence documents, and runway planning.

• Enhance recurring workflows by creating report templates, documenting standard operating procedures, and reinforcing analytical frameworks across engagements.

• Leverage Excel, Google Sheets, AI tools, and automation platforms to improve the speed, clarity, and scalability of reporting and analysis.

⛳️ Requirements

• **Must-Have:**

• Over 8 years of progressive experience in FP&A, investment banking, private equity, corporate finance, or financial advisory.

• Previous experience in a multi-client, portfolio support, consulting, fractional finance, private equity operations, or multi-entity setting.

• Advanced skills in financial modeling, including multi-year three-statement models, DCF, LBO, scenario analyses, and sensitivity tables.

• Solid understanding of consumer business models, such as DTC, retail, omnichannel, wholesale, CPG, or similar sectors.

• Practical knowledge of accounting principles, including accrual versus cash accounting, revenue recognition, COGS treatment, and inventory accounting.

• Capability to distill complex financial data into clear, executive-ready insights for senior stakeholders.

• Confidence to operate independently in client-facing discussions with cross-functional leaders.

• **Nice to Have:**

• Background in investment banking or private equity.

• Familiarity with QuickBooks Online, NetSuite, Xero, or BI/reporting tools.

• Experience in supporting fundraising, M&A, lender reporting, or investor-facing activities.

• Strong working knowledge of large language models like Claude or ChatGPT and automation platforms.

• Exposure to industries such as beauty, retail, consumer goods, or founder-led growth companies.

🏝️ Benefits

• Access to a **$200K+ perk marketplace** offering discounts on over 150 global services.

• Option to **withdraw up to 50% of approved earnings** ahead of payday.