Financial Planning Analyst – Senior

PagBank

Financial Planning Analyst responsible for analyzing financial results and supporting business areas. Collaborating with departments to prepare financial reports and project viability assessments.

Posted 6/12/2026full-timeSao Paulo • 🇧🇷 BrazilSeniorWebsite

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Monitor and analyze the financial results of products (revenues, costs and expenses).
Project product revenues and costs.
Perform financial feasibility analyses for projects and investments and prepare result projections.
Structure and present the business plan.
Provide support to business areas.
Prepare management reports (P&L and business case), dashboards and economic and financial KPIs.
Interact with areas such as Accounting, Sales and Finance to ensure planned results are achieved.
Prepare analyses to support decision-making.
Build relationships with other support and product-dependent areas to align activities and define execution deadlines.
Define and monitor product and team metrics and KPIs.
Prepare forecasts and management reports.
Reconcile monthly results with accounting.

Requirements

What you’ll need

Bachelor’s degree in Economics, Business Administration or related fields.
Experience analyzing financial reports and preparing projections.
Experience with indicators and metrics.
Experience controlling and analyzing variances in costs, expenses, CapEx, revenues and payments.
Knowledge of process mapping to diagnose and identify improvement opportunities.
Knowledge in preparing specifications for credit/financial processes.
Advanced Microsoft Office skills.
SQL, Power BI, AI and automation experience are considered pluses.
Postgraduate degree in Finance or related fields (plus).
Experience with SAP ERP, modules CO, FI and MM (plus).
Experience in financial institutions and/or financial services (plus).

Benefits

Comp & perks

Meal and/or food allowance.
Health and dental insurance.
Life insurance.
Partnerships with TotalPass and ZenKlub.
Extended maternity and paternity leave.
Childcare assistance.
Up to 50% discounts on postgraduate degrees and MBAs at major institutions such as FIA, FAAP and PUCRS.
No dress code: wear what makes you feel comfortable.
Birthday day off.
Baby gift for newborns.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisfinancial projectionscost analysisvariance analysisprocess mappingKPI developmentforecastingmanagement reportingSQLPower BI

Soft Skills

relationship buildingcommunicationsupportdecision-makingorganizational skills

Certifications

Bachelor’s degree in EconomicsBachelor’s degree in Business AdministrationPostgraduate degree in Finance