Finance Analyst II

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

📋 Description

• Assist in financial planning, forecasting, reporting, and business analysis for the Claims Finance & Vendor Management team.

• Collaborate with business leaders to deliver financial insights, track KPIs, and aid in data-driven strategic decision-making.

• Prepare and evaluate monthly financial reports, budget-to-actual variance analyses, forecasts, and reviews of business performance.

• Develop and sustain KPI reporting.

• Facilitate the annual operating plan, strategic planning, and forecasting through data consolidation and financial analysis.

• Create, update, and enhance financial models.

• Monitor and report on financial performance for special projects, initiatives, and cost-saving measures.

• Conduct financial assessments of vendors and assist in vendor management reporting.

• Review capital appropriation and investment proposals through financial evaluation and business case development.

• Produce ad hoc analyses, reports, and presentations for leadership and business partners.

• Maintain and enhance databases, reporting tables, and data sources.

• Utilize Excel, Power BI, SAP, and SQL to automate reporting processes and improve data visibility.

• Identify opportunities for process improvement, standardization, and reporting efficiency.

• Ensure adherence to company policies, financial controls, and safety/ergonomic standards.

⛳️ Requirements

• A Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field is preferred.

• A high school diploma or equivalent is required.

• Six Sigma Yellow Belt certification is advantageous.

• At least 3 years of progressive experience in Finance, Financial Planning & Analysis (FP&A), Accounting, or similar financial analysis roles.

• Experience in budgeting, forecasting, financial reporting, and business performance analysis is essential.

• Familiarity with large datasets and financial reporting systems is preferred.

• Exposure to vendor management, operational finance, or claims organizations is a plus.

• Proficient in Budgeting and Forecasting (Intermediate).

• Knowledge of Financial Planning & Analysis (FP&A).

• Experience in Variance Analysis.

• Competence in Financial Modeling (Intermediate).

• Skills in Business Performance Analysis.

• Adept at Management Reporting (Intermediate).

• Strong Data Analysis and Problem Solving abilities.

• Capable of Strategic and Critical Thinking.

• Experience with SAP (1-3 years preferred).

• Familiarity with Power BI (1-3 years preferred).

• Advanced skills in Microsoft Excel (including Pivot Tables, VLOOKUP/XLOOKUP, and formulas).

• Basic SQL knowledge or a willingness to learn.

• Proficiency in the Microsoft Office Suite.

• Valid local legal authorization to work in Mexico at the time of hire is required.

• No parallel employment, professional activities, or paid work for other entities during employment.

• Disclosure and formal review of ownership, partnership, directorship, or participation in other businesses or companies are necessary.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive benefits package including grocery vouchers, saving funds, SGMM, etc.

• Opportunities for career development and training.

• A dynamic and inclusive work culture within a globally recognized organization.

• Private Health Insurance.

• Pension Plan.

• Paid Time Off.

• Training & Development.