Platzi

Financial Planning and Analysis

• Perform financial planning and analysis across B2C, B2B, and new products
• Build financial models and forecast results
• Analyze business performance and translate data into decision-making insights
• Collaborate with Finance leadership and Product, Growth, Education, and Enterprise teams
• Use SQL, AI tools, and n8n to clean and transform data
• Automate reports and reconciliations
• Prototype dashboards and automated workflows
• Help teams connect financial metrics to business goals
• Define and track KPIs including revenue, churn, CAC, LTV, margins, and pricing
• Prepare materials for leadership and board discussions
• Drive automation, efficiency, and simpler, faster processes

Financial Planner