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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in finance and accounting operations, including treasury management, compliance with Mexican labor regulations, and effective communication in both Spanish and English. Proven ability to manage financial schedules, oversee accounting deliverables, and coordinate with external stakeholders.
Highest-signal resume keywords
Finance Operations ManagementTreasury OperationsMexican Labor ComplianceAdvanced Excel/Google Sheets SkillsBilingual in Spanish and English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingFinanceTreasury ManagementFinancial ReportingBudget TrackingPayroll ManagementVendor ManagementFinancial AnalysisCapital ManagementCompliance Auditing
Soft Skills
Communication SkillsOrganizational SkillsAttention to DetailWorkflow ManagementTeam Coordination
Tools & Technologies
Accounting PlatformsTreasury PlatformsHR PlatformsGoogle SheetsExcel
Industry Keywords
Real Estate Asset ManagementImpact ProgramsInvestment ProjectsMulti-Currency TransactionsLocal Fringe Benefits
About the role
Key responsibilities & impact- Manage finance and accounting operations for impact programs, investment projects, and core administrative needs
- Coordinate the Mexico monthly close
- Oversee treasury and payment workflows
- Review outsourced accounting deliverables
- Maintain entity- and project-level financial schedules
- Support financial operating requirements for investment portfolios, funds, trusts, and development projects
- Act as primary liaison for external Mexican bookkeepers, auditors, and tax advisors
- Audit internal accounting systems for transaction accuracy
- Maintain schedules for capital commitments, capital calls, funding transfers, distributions, management fees, project expenditures, and available liquidity in multi-currency scenarios
- Manage full-cycle treasury operations, including payroll, local tax payments, and vendor/contractor settlements
- Administer local corporate banking portals
- Monitor treasury cash positions, forecast near-term working capital needs, and ensure operational expense coverage
- Partner with budget managers to monitor corporate credit card and departmental spending
- Track project budgets, actual expenditures, funding requirements, financial milestones, covenant requirements, and liquidity needs
- Design and implement institutional guidelines and process maps
- Oversee Mexico City office operations, lease administration, local employee benefits issues, and coordination with notaries
- Coordinate employee onboarding and offboarding, documentation workflows, and payroll-platform setup
- Administer employee benefits, health and life insurance policies, and local fringe benefits
- Track vacation accruals and time-off requests and report leave data to the external HR contractor
- Report to the US-based CFO and work on investment-management priorities with the Mexico-based Chief Investment Officer and Asset Management Associate
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- 5+ years of experience in Accounting, Finance Operations, Real Estate Asset Management, or a related field within Mexico
- Structured corporate accounting experience combined with hands-on experience in a startup, high-growth, or scaling organization strongly preferred
- Strong understanding of Mexican labor compliance, including payroll regulations, IMSS, INFONAVIT, and local fringe benefits administration
- Professional fluency in both Spanish and English
- Excellent written and verbal communication skills
- Demonstrated success supporting finance or operational processes
- Advanced skills in Excel/Google Sheets
- Proficiency in standard accounting, treasury, and HR platforms
- Close attention to detail and strong organizational skills
- Ability to manage workflows and external vendors effectively
- Hybrid role based in CDMX, requiring in-office presence 2 days/week
Benefits
Comp & perks- Paid time off for observed holidays, including Dia de la Constitución, Semana de Pascua, Dia del Trabajo, Dia de la Madre, Summer Break, Dia de la Independencia, Dia de los Fieles Difuntos, Dia de la Revolución, Dia de la Virgen Guadalupe, Winter Break, and the employee's birthday
- Up to 12 vacation days during the first year, usable after 90 days
- Annual vacation premium bonus equivalent to allotted vacation days at 25% of base salary
- Additional paid time off after the first year, subject to manager approval
- 100% employer-funded Major Medical Health Insurance through AXA for employee-only coverage
- Life Insurance through GNP for employee-only coverage
- Dependents' major medical insurance with 40% employee contribution
- Broxel Flex Benefit Card with a monthly allowance of $1,000 MXN for supermarkets, food, gas, education, and wellness expenses
- 12 weeks of paid parental leave for primary caregivers after one year
- 6 weeks of paid parental leave for secondary caregivers after one year
- One-time adoption-expense reimbursement of up to $180,000 MXN after one year
- Company-covered airfare, lodging, ground transportation, and meals for required work travel
- Company-covered professional development costs when in the best interests of the employee and company