Analista Financiero Senior

Essential Duties and Responsibilities

Financial Planning & Analysis

• Prepare and maintain monthly, quarterly, and annual financial forecasts for Mexico operations.
• Analyze actual financial results against budget, forecast, and prior-year performance, identifying key drivers and trends.
• Develop financial models to support strategic business decisions, capital investments, pricing strategies, and operational initiatives.
• Partner with business leaders to establish budgets, performance targets, and key financial objectives.
• Support long-range planning and annual budgeting processes.

Business Performance Analysis

• Monitor key performance indicators (KPIs) related to revenue, profitability, labor, inventory, operating expenses, and working capital.
• Provide actionable recommendations to improve financial performance and operational efficiency.
• Conduct variance analyses and prepare executive-level reporting packages for leadership review.
• Evaluate financial impacts of new business opportunities, acquisitions, expansions, and process improvements.

Cross-Border Financial Support

• Serve as the primary finance liaison for Mexico-based operations and leadership teams.
• Analyze foreign exchange (FX) impacts and assist with currency-related financial planning.
• Ensure alignment of financial reporting between U.S. and Mexico business entities.
• Collaborate with accounting teams to support month-end close activities and ensure financial accuracy.
• Assist with transfer pricing analyses and intercompany financial transactions as needed.

Reporting & Compliance

• Develop and maintain financial dashboards, management reports, and executive presentations.
• Ensure compliance with company financial policies and applicable accounting standards.
• Support internal and external audit requests by providing financial analyses and supporting documentation.
• Identify opportunities to improve financial reporting processes, controls, and system efficiencies.

Strategic Partnership

• Build strong relationships with operational leaders to provide financial guidance and business insights.
• Present financial findings and recommendations to senior leadership.
• Participate in special projects, strategic initiatives, and ad hoc analyses as assigned.

Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• MBA, CPA, CMA, or equivalent professional certification preferred.

Experience

• 5+ years of progressive financial analysis, FP&A, corporate finance, or business analytics experience.
• Experience supporting operations in Mexico or Latin America strongly preferred.
• Experience within a multi-location, manufacturing, distribution, transportation, automotive, or industrial environment preferred.
• Experience working within multinational organizations and cross-border business operations.

Knowledge, Skills, and Abilities

• Advanced financial modeling, forecasting, and budgeting skills.
• Strong understanding of financial statements, accounting principles, and business performance metrics.
• Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and financial modeling.
• Experience with ERP systems and business intelligence tools (Power BI, Tableau, or similar preferred).
• Strong analytical, problem-solving, and critical-thinking abilities.
• Excellent written and verbal communication skills with the ability to present complex financial information to non-financial audiences.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Bilingual English and Spanish preferred.