Financial Planning and Analysis Advisor
hace 3 semanas
Financial Planning & Analysis Advisor Salary Range: Payroll: (28,000 MXN - 35,000 MXN) Direct: (35,000 MXN - 44,000 MXN) *To be fully determined based on experience and hiring modality. No commissions, nor variable payment structures. Employment Type: Full-Time Location: Fully Remote / Work from Home Schedule: 9 AM – 5 PM (CST) About the role 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. Responsibilities Lead monthly and quarterly financial review calls with business owners, walking through reports, insights, and recommendations. Build dynamic financial models, rolling forecasts, and multi-scenario plans that align with client goals. 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. Qualifications 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. Excellent communication skills, able to explain financial concepts to non-financial clients. Experience managing multiple clients and projects simultaneously. Preferred Tools Accounting/ERP: QuickBooks Online, Xero, NetSuite, Sage Intacct FP&A & Analytics: Power BI, Tableau, Anaplan, Pigment, LivePlan, Jirav, Fathom Productivity: Excel (advanced), Teams, Slack, Asana What We Offer Growth into Senior Manager or Director-level roles Collaborative and entrepreneurial team culture Access to modern FP&A and client collaboration platforms Opportunity to influence financial strategy across diverse industries
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Financial Planning and Analysis Advisor
hace 3 semanas
Mexico Hirably Staffing A tiempo completoFinancial Planning & Analysis Advisor Salary Range: Payroll: (28,000 MXN - 35,000 MXN) Direct: (35,000 MXN - 44,000 MXN) *To be fully determined based on experience and hiring modality. No commissions, nor variable payment structures. Employment Type: Full-Time Location: Fully Remote / Work from Home Schedule: 9 AM – 5 PM (CST) About the role We...
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Financial Planning and Analysis Advisor
hace 3 semanas
Mexico Hirably Staffing A tiempo completoFinancial Planning & Analysis AdvisorSalary Range:Payroll: (28,000 MXN - 35,000 MXN)Direct: (35,000 MXN - 44,000 MXN)*To be fully determined based on experience and hiring modality. No commissions, nor variable payment structures.Employment Type: Full-TimeLocation: Fully Remote / Work from HomeSchedule: 9 AM – 5 PM (CST)About the roleWe are an advisory and...
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Financial Planning and Analysis Advisor
hace 3 semanas
Mexico City Hirably Staffing A tiempo completoFinancial Planning & Analysis Advisor Salary Range: Payroll: (28,000 MXN - 35,000 MXN) Direct: (35,000 MXN - 44,000 MXN) *To be fully determined based on experience and hiring modality. No commissions, nor variable payment structures. Employment Type: Full-Time Location: Fully Remote / Work from Home Schedule: 9 AM – 5 PM (CST) About the role We...
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Financial Planning and Analysis Advisor
hace 3 semanas
Mexico City Hirably Staffing A tiempo completoFinancial Planning & Analysis Advisor Salary Range: Payroll: (28,000 MXN - 35,000 MXN) Direct: (35,000 MXN - 44,000 MXN)*To be fully determined based on experience and hiring modality. No commissions, nor variable payment structures. Employment Type: Full-Time Location: Fully Remote / Work from Home Schedule: 9 AM – 5 PM (CST) About the role We are an...
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Financial Planning and Analysis
hace 1 semana
Mexico City IPF Digital A tiempo completo1 day ago Be among the first 25 applicants Direct message the job poster from IPF Digital IPF Digital is a Financial Services company part IPF Group and trades as Creditea in México. We provide consumer loans, and our mission is to make life easier by offering simple and personalized financial solutions to everyday Mexicans. Our organizational purpose is to...
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Financial Planning and Analysis
hace 1 semana
Mexico City IPF Digital A tiempo completo1 day ago Be among the first 25 applicants Direct message the job poster from IPF Digital IPF Digital is a Financial Services company part IPF Group and trades as Creditea in México. We provide consumer loans, and our mission is to make life easier by offering simple and personalized financial solutions to everyday Mexicans. Our organizational purpose is to...
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Senior Manager, Financial Planning and Analysis
hace 2 días
Mexico City Global Payments Inc. A tiempo completoSenior Manager, Financial Planning and Analysis Summary of This Role Manages, interprets and directs the accounting policies and procedures of the country/business unit to align with the established financial planning of the segment/enterprise. Sets direction for accounting practices, financial controls (budgets), cost, and general accounting for the...
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Senior Manager, Financial Planning and Analysis
hace 2 días
Mexico City Global Payments Inc. A tiempo completoSenior Manager, Financial Planning and Analysis Summary of This Role Manages, interprets and directs the accounting policies and procedures of the country/business unit to align with the established financial planning of the segment/enterprise. Sets direction for accounting practices, financial controls (budgets), cost, and general accounting for the...
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Senior Manager, Financial Planning and Analysis
hace 7 días
Mexico City Greater Giving, Inc. A tiempo completoSummary of This Role Manages, interprets and directs the accounting policies and procedures of the country/business unit to align with the established financial planning of the segment/enterprise. Sets direction for accounting practices, financial controls (budgets), cost, and general accounting for the country/business unit. Oversees the preparation and...
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Senior Manager, Financial Planning and Analysis
hace 6 días
Mexico City Greater Giving, Inc. A tiempo completoSummary of This Role Manages, interprets and directs the accounting policies and procedures of the country/business unit to align with the established financial planning of the segment/enterprise. Sets direction for accounting practices, financial controls (budgets), cost, and general accounting for the country/business unit. Oversees the preparation and...
