Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things.
Appian's Customer Success Operations team is growing! This role demands someone with comfort in both business and finance and an interest in translating between the two. We are looking for someone who is quick, enthusiastic and has an extremely high level of attention to detail. There is a huge opportunity to make a significant impact on the business. If you like to look at things from different angles and come up with great solutions, this is the role for you.
This role provides critical financial and operational support to the Customer Success organization, ensuring robust fiscal management and strategic insights.
- This role is based at our Mexico City office in Coyoacan. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 5 days a week to foster that culture and ensure we continue to thrive through shared ideas and teamwork. We believe being in the office provides more opportunities to come together and celebrate working with the exceptional people across Appian._
**In this role, you will**:
- Support, advise, and educate Directors, Project Managers, and VPs on project and organizational budgeting, forecasting, and Estimate-at-Completion (EAC) processes.
- Track, report,



and analyze program spend against funding and contract values.
- Conduct detailed planning, reporting, and analysis on key Customer Success performance metrics. Provide data-driven recommendations and advisory to supervisors and stakeholders, developing analytical tools as needed.
- Partner with key stakeholders across Customer Success and other departments to manage financial and operational processes for projects and business areas.
- Develop and maintain accurate pipeline forecasts, analyze pipeline trends, and provide insights to improve sales effectiveness and revenue predictability.
- Lead the development of essential financial processes and reporting for Customer Success operations.
- Manage financial reporting and analysis, revenue and profit forecasting, utilization analysis, and other business management tasks.
- Lead and assist with program financial duties, including project labor costing, SOW analysis, bill rate analysis, and FFP percentage of completion revenue recognition.
- Serve as Project Leader/Manager for medium to high-complexity special projects and operational initiatives, handling requirements gathering, stakeholder alignment, schedule management, and reporting.
- Develop and implement best practices on budgeting, forecasting, timesheet compliance, and other relevant best practices for new managers.
- Able to work with high-level, ambiguous business challenges and transform them into clear,



structured financial models.
**Basic Qualifications**:
- 2-4 years in financial analysis, project finance, project control, finance operations, or corporate finance within a professional services/consulting organization.
- Demonstrated leadership abilities through proactive communication and effective support of stakeholders at various organizational levels and functional domains.
- Strong analytical skills with proven experience in developing financial reporting and analysis.
- Bachelor's degree in Finance, Accounting, and/or a related field.
- Expert in Excel / Googlesheets, knowledge of Tableau and CRM systems (Salesforce)
- Fast learner capable of working independently with mínimal direction.
- Experience working within a Technology Company, particularly with a SaaS (Software as a Service) business model. Working knowledge of key SaaS metrics (NRR, GRR, Renewal Rates, etc.) a plus.
**Tools and Resources**
- Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
- Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
- Community: We'll immerse you into our commun

📌 Financial Operations Analyst (Ciudad de México)
🏢 Appian
📍 Ciudad de México