Geekbears

Financial and BI Analyst

Geekbears

full-time

Posted on:

Location Type: Remote

Location: Mexico

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About the role

  • Maintain accurate financial records with our bookkeeper
  • Prepare key financial reports such as P&L, balance sheet, and cash flow statements
  • Support budgeting, forecasting, and cash flow planning
  • Track expenses, loans, licenses, and payroll changes
  • Ensure accurate contractor payroll processing
  • Coordinate with our CPA for tax filings and compliance
  • Calculate bonuses and commissions
  • Define and track key company KPIs
  • Build dashboards and reports to monitor company performance
  • Analyze financial and operational data to support leadership decisions
  • Monitor accounts receivable and collection timelines
  • Track project profitability and margins
  • Improve resource planning through data analysis
  • Implement automations using AI tools, APIs, and no-code platforms
  • Build internal reporting tools to reduce manual work
  • Create ad-hoc analyses to support strategic decisions

Requirements

  • Bachelor’s degree in Finance, Accounting, Business Intelligence, Economics, or a related field
  • 5+ years of experience in finance, financial operations, or business intelligence
  • Experience supporting small or mid-sized companies, ideally in tech or agency environments
  • Strong knowledge of financial reporting, budgeting, and forecasting
  • Experience building BI dashboards and data reports
  • Familiarity with automation tools such as Zapier, Make, APIs, or similar platforms
  • Advanced proficiency in Excel or Google Sheets
  • Experience with financial software and CRM platforms (Zoho CRM is a plus)
  • Excellent communication in Spanish and English.
Benefits
  • Fully remote work from anywhere in Mexico
  • Flexible work schedule
  • Competitive compensation with performance-based bonuses
  • Premium medical insurance
  • Company-provided hardware and software
  • Opportunity for equity participation
  • Direct exposure to company leadership and strategic decisions
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial reportingbudgetingforecastingdata analysisKPI trackingfinancial operationsfinancial softwareExcelGoogle Sheetsbusiness intelligence
Soft Skills
communicationleadershiporganizational skillsanalytical thinkingproblem-solving