Consultant Financial Planning
hace 4 semanas
Financial Planning & Analysis Advisor
Payroll: (28,000 MXN - 35,000 MXN)
Employment Type: Full-Time
Fully Remote / Work from Home
We are an advisory and accounting firm that helps businesses with financial reporting, planning, and strategic guidance. Our remote team works closely with clients to provide clear, accurate, and timely financial insights.
We are seeking a Financial Planning & Analysis (FP&A) Advisor to join the Client Advisory Services team. In this role, you will provide financial guidance to a portfolio of client businesses, develop budgets and forecasts, and deliver insights that help clients make informed business decisions. This is a client-facing role across multiple industries, working closely with bookkeeping and tax teams.
Analyze performance to identify growth and profitability opportunities.
Prepare cash flow forecasts and liquidity analyses.
Create dashboards in Excel or Power BI highlighting KPIs and trends.
Advise clients on pricing, staffing, capital planning, and funding readiness.
Collaborate with tax and accounting teams to ensure consistent insights.
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, CFA a plus).
~3+ years in FP&A, strategic finance, or business advisory (CPA/advisory firm experience preferred).
~ Strong financial modeling, forecasting, and data analysis skills.
~ Experience managing multiple clients and projects simultaneously.
Accounting/ERP: QuickBooks Online, Xero, NetSuite, Sage Intacct
Power BI, Tableau, Anaplan, Pigment, LivePlan, Jirav, Fathom
Excel (advanced), Teams, Slack, Asana
Growth into Senior Manager or Director-level roles
Opportunity to influence financial strategy across diverse industries
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