Financial Planning Coordinator / Senior Financial Analyst

Financial Planning Coordinator / Senior Financial Analyst

Location:
Ciudad de Mxico, base in Colonia Cuchilla Agrcola Oriental, Alcalda Iztacalco

Salary:
$40,000 to $50,000 free monthly

Sobre la Empresa

We are a Mexican food processing company commercializing products in process of professionalization, with operation in own points of sale, wholesale markets and a Distribution Center, serving both retail and food service channels. We manage a portfolio of dry, refrigerated, and frozen products, and we are at an stage of growth that requires strengthening financial planning, budgetary control, and disciplined evaluation of new investments.

Objective of the Position

Responsible for designing, executing, and following up on financial planning processes, including budget preparation, forecasts, and financial analysis, as well as evaluating investment projects related to new openings, expansion of operations, and operational improvements. Your function will be to provide clear and timely financial information for the General Management's decision-making.

Main Responsibilities

Financial Planning and Budgets

• Prepare the annual budget of the company, integrating information by business unit, point of sale, and distribution center.

• Maintain monthly control over the budgetary process, analysis of variations, and explanation of deviations.

• Prepare and update financial forecasts (monthly and quarterly) considering operational and commercial scenarios.

• Build financial models that allow evaluating sensitivity, risks, and scenarios.

Analytical Financial

• Analyze financial statements and operating results by business unit.

• Identify deviations, financial risks, and opportunities in costs, expenses, and profitability.

• Prepare executive reports for the General Management with clear analysis and actionable recommendations.

• Maintain track of key financial indicators (margin, EBITDA, cash flow, ROIC, break-even point).

Evaluation of Investment Projects

• Evaluate financially investment projects for new openings, remodelings, and expansions.

• Prepare business cases, investment models, and financial projections.

• Analyze indicators of profitability such as VNP, TIR, payback, and cash flow.

• Maintain track of the actual performance of projects vs. what was budgeted.

Support to the General Management and Operational Areas

• Work together with accounting, operations, procurement, and commercial to align financial information.

• Support strategic decision-making with structured financial information.

• Participate in initiatives for continuous improvement and professionalization of financial processes.

Required Profile

Educational Background

• Bachelor's degree in Finance, Economics, Accounting, Administration or Industrial Engineering.

• Masters in Finance or MBA (desirable).

Experience

• Minimum 4 to 6 years of experience in financial planning, FP&A, or financial analysis.

• Experience evaluating investment projects and new openings (desirable).

• Experience in companies of consumption, retail, food, or commercialization (highly desirable).

Tech Knowledge

• Financial planning, budgets, and forecasts.

• Financial modeling and project evaluation.

• Financial statement analysis.

• Excel advanced (financial models).

• ERP management and financial analysis tools (Power BI, Tableau or similar desirable).

Key Skills

• High level of financial analysis and structured thinking.

• Able to translate numbers into business recommendations.

• Organization, attention to detail, and focus on results.

• Clear communication with operational and management profiles.

• Autonomy, financial judgment, and orientation towards continuous improvement.