Financial Planning and Analysis Specialist

hace 4 horas


Xico, México Trusteer Financial A tiempo completo
Financial Planning and Analysis Team Member

Trusteer Financial is a rapidly expanding finance and accounting firm dedicated to providing top-tier financial consulting services to early and mid-stage technology and media startups. Our mission is to alleviate the financial challenges of launching and scaling businesses through expert CFO advisory, accounting, and transaction services.

Key Responsibilities:
  • Master the application of advanced Excel functions, including Pivot Tables, Macros, and advanced formulas, for detailed financial analysis and modeling.
  • Develop and manage financial projections using both top-down and bottom-up approaches.
  • Conduct financial analyses, including MRR, LTV, CAC calculations, and basic cohort analysis.
  • Prepare comprehensive financial statements, such as P&L, Balance Sheets, and Cash Flow Statements.
  • Support monthly, quarterly, and annual financial closing processes for clients, ensuring accuracy and compliance.
  • Collaborate on financial planning and analysis tasks, including budgeting and forecasting.
  • Communicate effectively with clients and team members to manage financial data and project statuses across multiple platforms.
Qualifications:
  • Bachelor's Degree in Business Administration, Finance, Economics, or a related field.
  • At least three years of relevant experience in financial analysis, project management, and business process analytics.
  • Proficiency in Excel and familiarity with BI tools, such as Python, R, SQL, and Microsoft BI.
  • Exceptional analytical, problem-solving, and organizational skills.
  • Strong interpersonal and communication skills, capable of working effectively with cross-functional teams.
  • Experience with early to mid-stage startups preferred.
What We Offer:
  • The opportunity to work within an unbeatable company culture, alongside motivated and innovative teams.
  • Exposure to diverse financial scenarios and business models, facilitating rapid professional growth.
  • Competitive compensation and benefits package.
  • Opportunities for personal and professional development in a supportive environment.


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