Financial Planner

As experts in nearshore recruitment, **Cápita Works** specializes in connecting Mexican talent with exceptional long-term remote job opportunities in the US. We're dedicated to matching you with clients who will value and celebrate your unique skills.

We are currently searching for a standout **Financial Planner & Analyst** ready to excel in an international setting.

**WE OFFER**
- Monthly salary range starting at 45.000 to 50.000 MXN NET.
- Monthly bonus of 2,000 MXN NET.
- 12 vacation days after the first year.
- Free access to 1DOC3 (Healthcare app).
- US holidays.
- Remote work.

**RESPONSIBILITIES**
- Work collaboratively with the finance team to develop and update the company's financial plan.
- Conduct financial analysis and prepare reports for management and the board of directors.
- Monitor the company's budget and perform variance analysis.
- Create clear and concise financial reports using data visualization tools such as Tableau or Power BI.
- Perform ad hoc analysis to support the needs of the business.
- Collaborate with the marketing team to develop and implement effective performance marketing strategies.
- Identify new marketing opportunities and develop strategies to capitalize on them.

**REQUIREMENTS**
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- Experience working with US GAAP financial statements.
- Proficiency in data visualization tools such as Tableau or Power BI.
- Prior experience in performance marketing is required.
- Prior professional experience in Software as a Service (SaaS) or consumer subscription companies.
- Prior professional experience in e-commerce (digital transactions) is accepted.
- Prior professional experience in investment banking is accepted (additional positive experience).

**SCHEDULE**
- Monday to Friday (8:00 to 17:00 PST).

Pay: $45,000.00 - $50,000.00 per month

Application Question(s):

- Do you have at least one year of experience in a Software as a Service (SaaS) company, a consumer subscription company, or e-commerce (digital transactions)? (Investment banking experience is a plus.)

**Experience**:

- US GAAP financial statements: 1 year (preferred)
- data visualization tools such as Tableau or Power BI: 1 year (preferred)
- performance marketing: 1 year (preferred)

**Language**:

- Inglés avanzado (required)

Work Location: Remote