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Financial Analyst (Financial Modeling)

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Location
Mexico
Boldr

Job Description

WHAT IS YOUR ROLE

The Financial Analyst plays a crucial role in supporting the financial decision-making process within the organization. This role involves analyzing financial data, preparing budgets and forecasts, conducting variance analysis, and providing strategic insights to assist in achieving the company's financial goals. You will collaborate with various departments to gather and interpret financial information, enabling effective planning and resource allocation.

WHAT WILL YOU DO

  • Develop and maintain detailed financial models to analyze business performance, evaluate investment opportunities, and support strategic planning initiatives.
  • Conduct comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to identify key drivers of financial performance and provide recommendations for improvement.
  • Prepare financial reports and presentations for senior management, investors, and other stakeholders, summarizing key findings, insights, and recommendations.
  • Collaborate with cross-functional teams to gather relevant data, validate assumptions, and ensure the accuracy and integrity of financial models and analyses.
  • Assist in budgeting, forecasting, and long-range planning processes by providing financial modeling expertise, insights, and recommendations.
  • Perform ad-hoc financial analysis and special projects as needed to support business objectives and initiatives.

Requirements

WHAT WE’LL LIKE ABOUT YOU

YOU HAVE…

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3-5 years experience as a Financial Analyst with a focus on financial modeling, preferably in a corporate finance, investment banking, or consulting environment.
  • Advanced proficiency in Microsoft Excel, financial modeling software (e.g., Excel, Tableau, or Power BI), and other analytical tools.
  • Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights.
  • Excellent communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders.
  • Detail-oriented with a high level of accuracy and attention to detail.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment, managing multiple priorities and meeting tight deadlines.
  • Strong business acumen and strategic thinking skills, with a passion for driving continuous improvement and delivering results.
  • Experience in the SaaS industry.

Benefits

  • Law Benefits
  • Private Health Insurance
  • Paid Time Off
  • Training
  • Life insurance
  • Mental Health Support
  • Learning and Development Programs

Advice from our career coach

The Financial Analyst role is a critical position that requires you to have strong analytical skills, advanced proficiency in financial modeling tools, and the ability to communicate complex financial concepts effectively. To stand out as an applicant, consider the following:

  • Highlight your experience in financial modeling, specifically in corporate finance, investment banking, or consulting environments.
  • Showcase your proficiency in Microsoft Excel and other analytical tools, such as Tableau or Power BI.
  • Emphasize your ability to interpret complex financial data, identify trends, and provide actionable insights.
  • Demonstrate your excellent communication and presentation skills, especially in conveying financial information to non-financial stakeholders.
  • Illustrate your attention to detail, ability to work under tight deadlines, and experience in collaborating in a fast-paced environment.
  • Include any experience you have in the SaaS industry to align with the company's preferences.

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