Financial Specialist Senior
We are a fast-growing, Mexican fintech startup with the mission to become the bridge to people’s financial freedom through technology.
We are providing microloans to people in financial need through a fast and efficient process, always treating them with the respect and dignity they deserve.
Our long-term vision is be the most inclusive digital bank in LATAM with more than 2.5 million clients.
About your role
As a Senior Financial Specialist, you will play a pivotal role in providing accurate financial insights and driving data-driven decisions to contribute to our company's success and growth. The role involves analyzing financial data, providing strategic insights, and ensuring the smooth functioning of our financial processes.
Outcomes (What we want the role to accomplish)
- Provide accurate financial insights that enable data-driven decisions and contribute to effective strategies.
- Improve operational efficiency by identifying shortcomings and implementing streamlined processes
- Ensure successful compliance and auditing outcomes through adherence to regulations and meticulous documentation.
- Cultivate strong connections with directors by conveying vital financial information with clarity and conciseness
- Support strategic planning by participating in forecasting, budgeting, and financial planning processes.
- Enhance financial stability by monitoring market trends and potential disruptions.
- Drive continuous improvement in financial operations through process enhancements and technological adoption.
Day to day (Task that help us achieve the outcomes)
- Analyze financial data and transactions to identify patterns, trends, and anomalies.
- Review large datasets to extract relevant information for decision-making.
- Perform data reconciliations to ensure accuracy and consistency.
- Collaborate with team members to develop financial forecasts and budgets.
- Analyze historical data to predict future financial performance and identify areas for improvement.
- Monitor actual financial performance against forecasts and provide explanations for variances.
- Create customized financial dashboards and visualizations to provide insights to management.
- Generate reports that comply with regulatory requirements and internal guidelines.
- Explore automation opportunities to improve efficiency in financial processes.
Requirements (must haves for the role)
- Bachelor's degree in finance, accounting, business administration, industrial engineering or similar
- +5 years experience in Finance/Banking positions.
- Intermediate-Advanced English
- Advanced Excel and financial modeling skills
- Strong analytical skills with the ability to interpret and manipulate complex financial data.
- High level of attention to detail, excellent organizational skills, and ability to prioritize demands and meet deadlines.
- Excellent written and verbal communication
Nice to have:
- Tableau, power BI or SQL
Your skills (adjust based on what you need)
- Clear and transparent communication. You are able to able to express your thoughts clearly, concisely and to the point. You can openly discuss any blockers you have, and constructively point out areas for improvement.
- Relentlessly resourceful at execution and problem solving. You make things happen, no matter what. You are disciplined, organized and systematically follow through on your work. Instead of getting stuck thinking "well, this doesn't work", you look for creative / innovative / outside-of-the-box solutions to fix the issue and move on.
- Sense of urgency. You operate with a constant sense of urgency (as if there was a large, hungry wolf chasing you), constantly looking for ways to move ahead and push everything around you to get to your desired outcome in the most efficient and productive way. You don’t wait around and make things happen.
- Flexibility / adaptability / resilience. You ****can maintain your composure and focus despite the constantly changing environment, and adequately adapt to new conditions. You can swiftly change the course of action when needed, and you don't get easily demotivated.
- Being self-driven /committed. You require very little guidance and intervention from your leader to move ahead. You can correctly read what the situation requires, and take the necessary action accordingly. If your leader were to disappear, you can still move ahead and make relevant things happen. You act because you want to, and not because someone else is telling you that you should.
- Strategic thinking / seeing the bigger picture. You can see further than just your immediate "doorstep". You can correctly assess the deeper implications of certain decisions that might materialise in the future, and take decisions accordingly. You often use data or previous research to inform your recommendations and decisions.
- Critical / analytical thinking. You can correctly analyse the root causes of a problem, without getting side-tracked by irrelevant, minor details. You can come to the right conclusion and propose a clear, logical plan of action. You don't stay on the surface of things.
What we can offer you
- Being part of a multinational, highly driven team of professionals.
- Flexible and remote working environment.
- High level of ownership and independence.
- 20 vacation days / year + 75% holiday bonus.
- 1 month (proportional) of Christmas bonus.
- "Vales de despensa" - 3,112 MXN / month.
- Coworking contribution.
- Health & Life insurance.
- Home office set-up budget.
- Unlimited budget for Kindle books.
- Baubap Free Loan.
- Competitive salary.