Financial Planning Specialist – Business Partner

Sicredi

Especialista de FP&A atuando como Business Partner Financeiro no Sicredi, instituição financeira cooperativa brasileira. Produção de análises, projeções e indicadores para apoiar crescimento, rentabilidade e alocação eficiente de recursos.

Posted 8/17/2026full-timePorto Alegre • 🇧🇷 BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Planning, Budgeting, and Forecasting, with a strong focus on Financial Business Partnering and analytical decision support. Proficient in developing KPIs, financial models, and management dashboards to drive performance and strategic insights.

Highest-signal resume keywords

Financial PlanningFinancial Business PartneringAdvanced Excel SkillsPower BISQL

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ModelingBudget MonitoringPerformance IndicatorsData VisualizationSensitivity AnalysisProjectionsManagement ReportingAnalytical ProcessesDecision Support

Soft Skills

Analytical AbilityCritical ThinkingInfluence SkillsCommunication SkillsProactive Attitude

Tools & Technologies

Power BIExcelSQLPython

Certifications & Qualifications

Bachelor’s DegreePostgraduate DegreeMBA

Industry Keywords

Financial InstitutionsCredit CooperativesControllershipBusiness ManagementProfitability Metrics

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Act as the Financial Business Partner for segment areas, supporting decision-making through financial analysis and business insight.
Build and monitor performance analyses, identifying trends, risks and opportunities to improve results.
Develop projections, scenarios and sensitivity analyses to support strategic decisions and priority setting.
Translate movements in the economic, financial and competitive environment into impacts on the business and its results.
Support financial planning, budgeting, forecasting and periodic review processes, ensuring alignment between strategy and financial targets.
Monitor performance indicators and variances against plans, proposing corrective or mitigating actions when necessary.
Prepare executive materials and analyses for management forums, committees and decision-making processes.
Assess opportunities to optimize resources and capture efficiencies, contributing to sustainable value generation.
Work collaboratively with areas such as Credit, Funding, Products, Strategy and other business partners.
Lead technical and strategic discussions, influencing through evidence-based analyses, data and long-term perspective.
Develop KPIs, models and management dashboards that increase visibility into results, productivity and performance drivers.

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Economics, Accounting, Engineering or related fields.
Postgraduate degree, MBA or specialization in Finance, Controllership, Business Management or related areas.
Experience in Financial Planning, FP&A, Controllership, Financial Business Partnering or related functions.
Experience in financial institutions, credit cooperatives or segments with a strong financial and analytical component.
Experience building management reports, financial projections and providing decision support.
Advanced Excel skills and financial modeling experience.
Experience with Power BI or other data visualization tools.
Knowledge of SQL, Python or tools for automating analytical processes.
Familiarity with performance indicators, profitability metrics and budget monitoring.
Strong analytical ability and critical thinking.
Strategic mindset and understanding of business drivers.
Ability to simplify complex topics for diverse audiences.
Influence and communication skills with stakeholders at different hierarchical levels.
Proactive attitude, sense of ownership and results orientation.
Ease working in collaborative and fast-evolving environments.

Benefits

Comp & perks

Fixed 14th and 15th salaries
Profit-sharing (according to seniority)
Health and dental plans with no co-pay
Wellbeing programs with Wellhub (formerly Gympass), nutrition, psychology, occupational health, massage, running group and local gym
Meal and food vouchers – flexible allocation percentage between meal and food cards, with no co-pay
Extended maternity and paternity leave
Childcare or nanny allowance for children up to 6 years and 11 months
Support for children with disabilities, no age limit
Life insurance
Private pension plan up to 8% of salary
Training platform – Sicredi Aprende, offering a variety of courses
40-hour workweek – using a time bank system
Remote work allowance (except for positions that require 100% on-site presence)