Financial Analyst

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

📋 Description

• Develop and establish a comprehensive monthly reporting package that includes complete financial statements along with department-level Budget versus Actual reports.

• Collaborate with department heads to gather operational data and streamline reporting processes.

• Create scenario models to assist in pricing, membership, and program decisions.

• Deliver board-ready financial presentations and insightful analyses.

• Manage capital expenditure budgets over multiple years.

• Supervise cash flow tracking at the project level and carry out variance analyses.

• Examine vendor contracts and oversee spending based on project milestones.

• Keep a rolling 13-week cash flow forecast to facilitate liquidity planning.

• Maintain audit-ready financial records and coordinate tax compliance oversight.

• Ensure compliance with loan covenants and fulfill lender reporting obligations.

• Act as the internal systems leader for Jonas Club Software, managing accounting modules such as accounts payable, accounts receivable, member billing, fixed asset schedules, and financial reporting.

• Enhance data integrity across Jonas POS and accounting systems.

• Identify and automate manual reconciliation processes using Jonas reporting tools and Excel workflows.

• Lead the annual insurance renewal process.

• Collaborate with brokers to assess coverage and cost implications.

• Analyze shifts in premiums and their impact on the operating budget.

⛳️ Requirements

• Over 5 years of experience in strategic finance or FP&A.

• Background in recurring revenue environments such as membership models, subscriptions, SaaS, or similar.

• Advanced proficiency in Excel, including financial modeling, multi-tab reporting structures, and variance analysis.

• Direct experience with Jonas Club Software or similar club management and accounting platforms like Clubessential or Northstar.

• Strong comprehension of three-statement financial reporting.

• Experience in constructing financial systems or reporting infrastructures from the ground up.

• Capability to convert operational data into insights suitable for executive-level discussions.

• Excellent written and verbal communication skills.

• Comfortable presenting information to senior leadership or board-level stakeholders.

🏝️ Benefits

• You will receive compensation in **USD** (bi-monthly: on the 15th and 30th).

• **Paid Time Off** in line with company policy.

• Observance of **Holidays** according to company guidelines.

• **100% remote setup** allowing you to work from any location that enhances your productivity.

• A high-visibility role that includes direct interaction with executives and the board.

• An opportunity to modernize financial systems within an established organization.

• Responsibility for reporting, modeling, and capital planning.