Financial Planning and Analysis

• Liderar la operación financiera de dos empresas del grupo (México y US)
• Reportar directamente a un Co-founder
• Ejecutar el cierre mensual bajo IFRS (MX) y US GAAP (US), y la consolidación multi-entidad MX/US
• Realizar análisis de variaciones y reporte mensual a dirección
• Preparar forecast de resultados y flujo de efectivo, y modelar escenarios para la toma de decisiones
• Operar el modelo financiero basado en AI y las plataformas que integran la operación financiera
• Elaborar reporting dual para auditoría corporativa (ASC 606, ASC 842, IFRS 16)
• Supervisar el cumplimiento fiscal mexicano (SAT, CFDI, RESICO, ISR, IVA)
• Analizar la rentabilidad por proyecto
• Identificar oportunidades de automatización en el área

FP&A Manager

• Run day-to-day support for the internal travel and expense program
• Monitor Slack ticket channels throughout the day and respond to employee inquiries about Navan and Ramp
• Troubleshoot booking changes, expense submissions, receipt/memo requirements, card declines, reimbursements, and policy questions
• Escalate platform bugs or policy exceptions to Finance, Ops, or the vendor
• Track recurring questions and flag documentation or policy gaps
• Meet response-time expectations and keep tickets resolved, not just answered
• Provide empathetic and efficient frontline support to enterprise customers

Finance Travel and Entertainment Representative

• Build clear and accurate financial business cases for new quotes, including new programs and engineering changes
• Validate and establish ownership of main assumptions by each responsible function
• Perform cost variation analysis for engineering changes, CAPEX updates, pricing, and purchasing inputs
• Use the cost model to simulate scenarios and thresholds
• Prepare and present program profitability for Gates Review meetings
• Drive the core team to improve new-program profitability through the gate review process
• Ensure proper application of indexed commodities pricing and accurate pricing at launch
• Support appropriation request meetings, create projects in SAP, and control release of funds
• Pursue tooling rebill and provide forecast updates
• Support and coordinate claims during the program phase, ensuring all recoverable concepts and claimed amounts are validated
• Support post-audit processes for major programs and present convergence plans
• Support forecasting and budgeting for new programs
• Maintain documentation and work instructions, and attend internal audits

Finance Analyst

• Represent the finance function in cross-functional discussions relating to Controlling & Inventory, particularly MAKE and R&D
• Support the Controlling & Inventory Finance Lead with the global finance transformation initiative, including ERP/S4Hana design, build, and deployment
• Collaborate with Global Process Owners, Technical Product Owners, System Integrators, and transformational programs to capture and define business requirements
• Manage interdependencies with other transformational programs such as Signifi/Transact
• Ensure the Global Template is designed and built to meet business requirements using current technology capabilities
• Document future-state design as part of the Global Template build
• Support TPO and System Integrator teams in building the proposed design in S4/Hana
• Participate in build demonstrations, review deliverables, and provide feedback
• Ensure business requirements are met during the build
• Collaborate with the Master Data team to validate data setup for Controlling & Inventory processes
• Ensure development-system processes meet business requirements and provide feedback to TPO and System Integrator teams
• Support deployment teams during testing cycles and hypercare

Finance Manager – Controlling & Inventory

• Manage a portfolio of accounts receivable for an assigned territory
• Contact customers to obtain promises to pay and follow up on payment status
• Determine reasons for non-payment and escalate when necessary
• Liaise between customers and field sales and service to resolve disputes
• Initiate credit memos as needed
• Contact customers to resolve past due balances before release
• Secure purchase orders from customers when required
• Perform accounts receivable and collections reporting and analysis
• Enter electronic invoicing for customer accounts
• Reconcile accounts, provide backup detail, and submit tie-offs and refund requests
• Review account status, obtain payment commitments, and document relevant information in internal account systems

Financial Services Specialist

• Prospección y generación de nuevos clientes
• Desarrollo, mantenimiento y seguimiento de cartera
• Asesoría a clientes en soluciones financieras y de protección
• Cotización y emisión de productos
• Seguimiento de cobranza y servicio al cliente
• Desarrollo de una cartera de clientes con un esquema de ingresos basado en resultados

Asesor Financiero

• Lead release activities for SAP S/4HANA General Ledger, interfaces, and Direct Material AP automation
• Partner with Finance, Procurement, IT, integration teams, shared services, and implementation partners
• Support SAP S/4HANA General Ledger design, including chart of accounts, ledgers, postings, close processes, Universal Journal, and reporting
• Lead financial data interface scope, readiness, design validation, mapping reviews, error handling, and controls
• Lead Direct Material AP automation, including invoice intake, PO and goods receipt matching, exceptions, approvals, duplicate-invoice prevention, posting, and payment readiness
• Oversee SIT, FIT, BST, and UAT testing, end-to-end invoice scenarios, reconciliations, controls, and defect resolution
• Support cutover planning and execution, supplier readiness, open-invoice and GR/IR considerations, workflow and monitoring setup, reconciliations, and business continuity
• Prepare operating procedures, financial controls documentation, training, business readiness, and post-go-live adoption
• Act as SAP S/4HANA General Ledger, Interfaces, and Direct Material AP Automation SME during go-live and hypercare
• Resolve posting, reconciliation, invoice-processing, workflow, and integration issues to stabilize operations

Lead Financial Analyst – SAP S/4HANA, General Ledger, Interfaces, Direct Material AP Automation

• Review and process Professional Services orders and contracts to set up projects in internal systems.
• Process contract/project updates and cancellations requested by internal teams or customers.
• Handle manual adjustments, ensuring correct approvals and accounting rules are followed.
• Audit project documentation and validate that systems reflect customer agreements.
• Audit billing data prior to final invoicing.
• Research and resolve customer inquiries related to billing, credits, or adjustments.
• Communicate with other Epicor departments to support issue resolution and order accuracy.

Finance Operations Intern

• Manage all financial aspects of project accounting for HD Services MMP/TX projects, including project setup, actuals booking, revenue recognition, manual journal entries and reconciliations, monthly/quarterly closing, and reporting for assigned contracts.
• Review and reconcile periodic balance sheet accounts related to projects and prepare and present balance sheet reviews as required.
• Perform Margin Review (CMR) reconciliation.
• Download and prepare SONIC data as part of the pacing process.
• Monitor intercompany transactions related to projects and partner with the central IBS team to resolve rejects and holds.
• Identify and execute Lean/AI projects with global impact on the MMP portfolio and partner with ERP Finance on ERP deployments and continuous improvement ideas.
• Ensure compliance with internal controls, accounting policies, and contract terms.
• Perform closing and pacing activities for the HDGT MMP/TX business line to ensure timely and accurate financials.

Lead Finance Specialist – FP&A Operations

• Recopilar, procesar y validar grandes volúmenes de datos financieros provenientes de diversas fuentes internas y externas.
• Identificar y resolver inconsistencias o errores en los datos, implementando las correcciones necesarias para asegurar la calidad de la información.
• Colaborar con otros equipos para asegurar la correcta integración y el flujo constante de datos a través de los sistemas institucionales.
• Generar reportes y análisis de datos financieros para apoyar las operaciones del banco y el cumplimiento de requerimientos regulatorios.
• Participar activamente en proyectos de mejora continúa aplicados a los procesos de gestión de datos.
• Mantenerse en actualización constante sobre las últimas tendencias y tecnologías en gestión de datos financieros.
• Garantizar el cumplimiento de las políticas internas y regulaciones externas relacionadas con la privacidad y seguridad de los datos.
• Interpretar datos financieros complejos e identificar patrones o tendencias oportunamente, manteniendo precisión con grandes volúmenes de información y alineamiento con normativas de seguridad y regulaciones bancarias.

Financial Planning and Analysis jobs in Mexico