Financial & Planning Analyst

Department: Finance

Location: Tlalnepantla – Centrum

Reports to: Controller

Position Objective

To analyze, interpret, and present financial data that supports strategic and operational decision-making, with a focus on product profitability, cost control, operational efficiency, and financial forecasting.

Key Responsibilities

• Prepare monthly, quarterly, and annual financial reports.
• Analyze actuals vs. prior year, budget, and forecasts variances.
• Support the budgeting and forecasting processes. (P&L and Balance)
• Evaluate the financial impact of new projects, investments, or product launches.
• Collaborate with sales, operations, and procurement to understand financial implications.
• Cash flow projection and analysis.
• Assist in internal and external audits.

Technical Requirements

• Bachelor’s degree in Finance, Accounting.
• 2–4 years of experience in financial analysis.
• Advanced Excel skills (pivot tables, macros are a plus).
• Experience with ERP systems (SAP, Oracle, or similar).
• Intermediate to advanced English (preferred for multinational environments).

Soft Skills

• Strong analytical and critical thinking.
• Attention to detail.
• Effective communication.
• Proactive and self-driven.
• Ability to work under pressure and cross-functionally.