Financial Planning and Analysis

• Partner with commercial teams to facilitate order bookings.
• Ensure all incoming orders adhere to company criteria and compliance standards prior to entry.
• Collaborate with operational teams to ensure projects are accurately structured within the ERP system.
• Lead the invoicing and collections functions to maintain healthy cash flow.
• Manage project profitability by ensuring “As-Executed” margins are accurately reported.
• Lead weekly project margin reviews with operational leadership.
• Spearhead periodic closing activities and ensure financial data integrity.

Senior Finance Manager

• Own the end-to-end Financial Planning & Analysis function.
• Lead the company's budgeting, forecasting, and financial planning processes.
• Maintain, improve, and evolve the organization's financial forecasting model.
• Build and enhance executive dashboards using Power BI.
• Analyze financial and operational performance to identify trends, risks, and opportunities.
• Develop executive-level reports and financial presentations for leadership.
• Translate complex financial data into actionable business recommendations.
• Partner directly with the CFO to support strategic decision-making.
• Drive continuous improvements across reporting, planning, and analytics processes.
• Manage and develop one direct report.
• Ensure financial models remain accurate, scalable, and aligned with business objectives.

FP&A Manager

• Gestionar un equipo de ventas estableciendo objetivos y monitoreando el progreso
• Comunicar expectativas y definir estrategias de ventas
• Resolver problemas con cuentas de clientes
• Facilitar el desarrollo de planes de territorio y clientes
• Desarrollar objetivos del equipo y capacitar a los miembros

Líder de Ventas – Sector Financiero

• Analyzing financial data to support strategic planning and decision-making processes
• Developing financial models to forecast future financial performance and assess potential risks
• Conducting balance sheet and cash flow analysis to identify trends and opportunities for improvement
• Collaborating with internal teams to create and present financial reports that inform business strategies
• Monitoring and analyzing financial trends to provide insights and recommendations for financial planning
• Implementing financial budgeting and forecasting techniques to optimize resource allocation
• Managing profitability analysis to enhance financial performance and achieve business objectives
• Utilizing key performance indicators (KPIs) to evaluate financial outcomes and drive strategic initiatives
• Engaging in financial risk analysis to identify and mitigate potential financial threats
• Supporting financial policy development to align with organizational goals and regulatory requirements

Financial Strategy and Planning Senior Associate

• Asistir en auditorías y revisiones de registros financieros, transacciones y documentación de soporte.
• Verificar la exactitud y completitud de documentos contables y fiscales.
• Revisar y validar certificados de retención de impuestos y otros documentos de apoyo fiscal.
• Identificar discrepancias, inconsistencias o problemas de cumplimiento y escalar hallazgos según sea necesario.
• Preparar papeles de trabajo de auditoría, informes y documentación de soporte.
• Mantener registros organizados y asegurar la adecuada retención de documentos.
• Colaborar con los equipos de contabilidad, finanzas y operaciones para obtener la información requerida.
• Contactar a clientes de la empresa cuando sea necesario para solicitar o validar documentación.
• Apoyar las pruebas de controles internos y revisiones de cumplimiento.
• Seguir los procedimientos de auditoría establecidos, políticas de la empresa y requisitos regulatorios.
• Participar en iniciativas de mejora de procesos para mejorar la eficiencia de la auditoría.

Junior Financial Analyst

• Asegurar la integración técnica, digital y constructiva de los sistemas ferroviarios (telecom, señalización) mediante la coordinación BIM, garantizando cumplimiento de estándares, gestión de interfaces y alineación con RAMS, cronograma y puesta en servicio.
• Elaborar y analizar estados financieros, reportes ejecutivos e indicadores de desempeño.
• Realizar seguimiento al presupuesto (Budget) y pronósticos financieros (Forecast).
• Analizar desviaciones entre presupuesto, forecast y resultados reales.
• Controlar provisiones de ingresos y costos.
• Monitorear márgenes, rentabilidad y variaciones financieras.
• Participar en cierres contables mensuales y anuales.
• Generar reportes financieros para Dirección y áreas de negocio.
• Dar seguimiento al reconocimiento de ingresos conforme a políticas financieras.
• Identificar riesgos financieros y proponer acciones correctivas.
• Optimizar procesos de control interno y gestión financiera.
• Apoyar en auditorías internas y externas.
• Desarrollar dashboards e indicadores para el seguimiento del desempeño financiero.

Senior Financial Analyst

• Create realistic, domain-specific tasks in Spanish/English reflecting finance practices
• Adapt and apply clear scoring rubrics to evaluate AI-generated and human responses
• Review and score submissions for accuracy, regulatory alignment, and professional quality
• Provide expert feedback and contribute to high-quality “gold standard” solutions

Subject Matter Expert – Finance – Spanish

• Own the daily accounting engine — AP, receiving reconciliation, vendor accounts, COGS accuracy
• Process, code, and schedule vendor invoices across our full supplier base
• Execute 3-way matching (PO → receiving report → invoice) on every inbound shipment
• Run payment cycles, track terms, and capture early-pay discounts
• Resolve discrepancies directly with vendors — you make the call, we back you up
• Daily reconciliation of invoiced quantities vs. goods actually received on our dock
• Catch short ships, production variances, and pricing errors before they become write-offs
• Partner with fulfillment leadership to keep receiving documentation airtight
• Maintain weighted average cost accuracy across ~1,300 SKUs
• Reconcile landed costs — freight, duties, inbound charges — into true unit economics
• Support monthly COGS true-ups and inventory valuation reviews
• Own vendor account reconciliations, statement reviews, and terms compliance
• Be the first line on anything billing-related with our supplier network
• Track vendor performance: variance rates, pricing drift, chargeback recovery
• Margin analysis: blended and category-level gross margin tracking across all categories.
• SKU analysis: contribution, velocity, and markdown exposure across 1,300 SKUs — tell us what to double down on and what to cut
• Vendor efficiency: scorecard our suppliers on cost, accuracy, and reliability — who earns more volume and who's on notice
• Ad hoc deep-dives for ownership: spend reviews, pricing scenarios, whatever the business needs answered this week

Cost Accountant, Financial Analyst

• Cotejo de información
• Control y soporte: organizar y recopilar la documentación comprobatoria indispensable (facturas, complementos de pago, notas de crédito).
• Reporte de discrepancias: identificar diferencias numéricas y armar reportes en Excel para que el equipo correspondiente realice los ajustes.
• Colaborar en cierres mensuales y auditorías

Becario de Finanzas

• Configure calculation functions, allocation rules, and formulas within SAP PaPM.
• Create end-to-end profitability, cost allocation, and transfer pricing models.
• Update and optimize drivers, cost pools, and allocation keys based on business changes.
• Validate that PaPM outputs reconcile perfectly with the general ledger and financial statements.
• Execute "what-if" scenarios, forecasting models, and margin analyses for business units.
• Analyze multi-dimensional profitability data (by product, customer, channel, and region) to find cost-saving opportunities.
• Assist in configuring sustainability and carbon footprint modeling within the platform as required.
• Partner with SAP HANA Data Engineers to source, map, and clean data from SAP ERP (S/4HANA/ECC) and non-SAP systems.
• Collaborate with BI teams to create executive dashboards and reports using SAP Analytics Cloud (SAC) and Fiori.
• Document data lineage, model logic, and system configurations for audit and compliance purposes.

Finance Analyst

• Support tasks related to area improvement and optimization of financial systems
• Assist in identifying improvement opportunities in financial processes
• Develop and maintain tools for financial processes
• Utilize Python and SQL for data analysis
• Create SQL queries for financial reports
• Contribute to the design of user-friendly interfaces

Becario de Análisis de Datos, Finanzas

• Gestionarás el suministro de información financiera para el cálculo de reservas, capital y liquidez en procesos críticos del banco.
• Asegurarás la ejecución correcta de los procesos productivos mensuales y resolverás incidencias técnicas de forma oportuna.
• Implementarás reglas de calidad de datos para garantizar la integridad y exactitud de la información en los cierres de mes.
• Liderarás la migración de procesos desde entornos tradicionales hacia el ecosistema ADA, optimizando los circuitos actuales.
• Propondrás mejoras en el aprovisionamiento de información mediante el uso de Inteligencia Artificial y nuevas tecnologías.

Data Specialist, Riesgos y Finanzas

• Drive the growth and market positioning of Global Trade Finance Solutions (GTFS) and Structured Trade Finance (STF) across Corporate & Investment Banking in Mexico
• Lead business origination, client acquisition and strategic commercial initiatives
• Act as the primary commercial sponsor for structured trade finance opportunities
• Identify, originate and develop new business opportunities across the CIB client portfolio
• Engage with CFOs, Treasurers and senior executives to understand financing needs and deliver tailored solutions
• Develop sector-focused commercial strategies to increase client penetration and revenue generation
• Develop the annual commercial plan and budget achievement

Executive Director – Global Trade Finance Solutions, Structured Trade Finance

• Colaborar en el esfuerzo comercial de Receivables Finance dentro del equipo de WCS en México.
• Contar con un conocimiento profundo del catálogo de productos de Receivables Finance.
• Apoyar la originación, estructuración y ejecución de oportunidades de Receivables Finance.
• Participar de forma recurrente en reuniones con clientes junto con los distintos banqueros.
• Gestionar Solicitudes de Propuesta (RFP).
• Revisar y negociar documentación legal en colaboración con el área Legal de CIB.
• Contribuir a la innovación y desarrollo de nuevas soluciones.

Senior Vice President, Receivable Finance

• Marketing, origen, estructuración y ejecución de soluciones de Financiamiento Comercial y Capital de Trabajo
• Gestión de una lista objetivo de clientes corporativos
• Participar en esfuerzos de ventas, proporcionando el soporte necesario
• Preparar propuestas de crédito para aprobación de riesgos
• Liderar el proceso de negociación con clientes corporativos

Global Trade Finance Associate Lead

• Act as a finance business partner-mate to departmental heads, providing financial guardrails, challenging spend assumptions, and identifying savings opportunities
• Lead the annual budgeting and quarterly forecast processes for the designated business departments, ensuring alignment with corporate targets and continuous improvement in Forecast accuracy
• Deliver monthly and quarterly financial performance reviews with qualified commentary. Explain the 'what' happened and focus on the 'why' and 'what do we do next to improve our results.'
• Support the departmental leadership with financial models to evaluate new business investments and initiatives, including ROI, CapEx and similar expansion plans.
• Oversee the purchase order (PO) receiving process and ensure the prompt, compliant management of accruals in strict alignment with monthly and quarterly closing schedules.
• Own, enhance and further automate the comprehensive budget trackers to the stakeholders
• Compile departmental fluctuation analysis and MRC review report for internal audit
• Educate business teams on financial policies, definitions and processes
• Engage in Corporate digital transformation projects with AI/BI solutions
• Provide timely financial support to finance and business teams
• Build strong relationships and foster teamwork within business groups, overall finance, and Corporate supporting functions (P&C, Procurement, IT etc.)

Financial OpEx Manager

• Preparar información para reportes matriciales para envío a corporativo.
• Realizar seguimiento del presupuesto por área para asegurar el cumplimiento del control de presupuesto e informar al área involucrada y al subdirector financiero de cualquier desviación encontrada.
• Calendarizar y gestionar entregas de reportes Para el Producto ONCO a la Subdirección financiera, dirección general y corporativo.
• Revisar forecast y rollforwards mensuales, así como proyecciones a corto, mediano y largo plazo de los estados financieros.
• Planificar, organizar, dirigir y controlar las actividades relativas a la elaboración del presupuesto.
• Coordinar y/o dar seguimiento a las acciones y desviaciones encontradas a nivel de tipo de gasto, canal, segmento, para cumplir con el presupuesto y plan estratégico.
• Trabajar en equipo con todas las áreas de la compañía para la elaboración y control de presupuesto.
• Elaborar Planes de negocio y proyecciones de proyectos particulares, así evaluar el efecto en ppto.
• Revisar la información financiera necesaria para la prueba de solvencia dinámica.
• Apoyar a todas las áreas y fomentar la cultura de cuidados centrados en las personas brindando una atención de calidad y calidez.

Coordinador de Planeación Financiera

• Serve as the primary investment consultant on medium and large clients.
• Generate sales by expanding revenues from existing clients.
• Provide investment advice to a wide range of institutional clients.
• Create and evaluate investment strategies and their impact for large and jumbo market clients.
• Implement efforts to aggressively market and expand the Investment Consulting business.

Institutional Investment Manager

• Supporting the month end close process from an FP&A perspective with variance analysis focusing on cost P&L
• Performing detailed reviews of actual spend with finance business partners and budget holders
• Summarizing key findings to support discussions and decision making with the business
• Assisting in the production of the monthly cost forecast submission and updating of related systems
• Supporting the annual budget process, including the design of templates and the critical review of planning assumptions
• Supporting the financial review of key initiatives focused on driving business performance, including the creation and analysis of business cases
• Developing actionable insights which aim to improve business unit / regional profitability
• Providing insight of financial performance through accurate, timely and relevant reporting
• Interpretation and clear communication of results, reports and analysis
• Continuous review and improvement of management information

FP&A Analyst

• Manage financial reporting and closing of projects in accordance with US GAAP.
• Overall project financial leadership – review contract and understand key deliverables, TT terms, cash milestones, payment terms, FX & tax implications; organize budget handover & allocation; ensure project reviews accurately reflect project financial status and drive results to meet & better the As-sold project financials
• Partner with the Project Team to analyze the execution performance and propose action plans to improve contract margin and cash profile as well as corrective action plans to mitigate identified risks
• Drive and support Project team in resolving all complex situations that arise in project execution ensuring the best financial outcome for GE
• Be connected to Region/HQ FP&A team to ensure any variances to Plan is timely reflected in the weekly QMIs
• Ensure the project accounting entries are validated and accurately captured in the respective ledgers
• Connect with tax team to understand local implications
• Responsible to review and sign off project trial balance and ensure all the required supporting documentations are available for both internal and external audit requests
• Participate in cross-functional projects to drive LEAN and standardization of work.
• Strong collaboration with FP&A for developing estimates, plans/forecasts/reviews

Financial Planning and Analysis jobs in Mexico

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