Financial Planner

Platzi

Financial Planner automating FP&A, forecasting, and KPI analysis for Platzi, an online technology education company. Building AI-enabled models, dashboards, and workflows for business decisions.

Posted 8/5/2026full-timeBogotá • 🇨🇴 ColombiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, with a strong focus on financial modeling, forecasting, and the ability to translate data into actionable insights. Proficient in SQL, Excel, and business intelligence tools to drive automation and efficiency in financial processes.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Financial ModelingSQL ProficiencyBusiness Intelligence ToolsBilingual Spanish–English

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisForecastingData ExtractionDashboard PrototypingKPI TrackingAutomationExcelGoogle SheetsPythonAI Tools

Soft Skills

CommunicationCollaborationCuriosity

Tools & Technologies

Power BITableauLookerN8nAI Tools

Industry Keywords

B2CB2BSaaSSubscription-Based Businesses

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3+ years of experience in FP&A, financial analysis, or a similar finance role
Strong skills in financial modeling, forecasting, and presenting insights to stakeholders
Proven experience improving or automating financial or operational processes
Advanced command of Excel and Google Sheets
Proficiency in SQL for data extraction and analysis
Experience with business intelligence tools such as Power BI, Tableau, Looker, or similar
Curiosity and hands-on experience with AI tools, LLMs, copilots, n8n, or similar automation platforms
Bilingual Spanish–English with strong written and verbal communication skills
Experience using Python for data analysis or automation
Background in tech, SaaS, or subscription-based businesses
Experience building dashboards or self-serve tools for non-finance teams

Benefits

Comp & perks

100% of necessary work tools, including a laptop, smartphone, desk, ergonomic chair, monitor, and other accessories
Books needed for professional growth on Kindle, plus a Kindle
Extended maternity and paternity leave
Opportunity to own a part of Platzi through company shares
15 days of vacation per year regardless of country, starting from joining the team
First four online therapy sessions covered
In-person team meetings during the year
Annual week-long Villa Platzi gathering somewhere in the world