are you passionate about turning financial data into strategic business decisions? We are seeking a mid-level fp&a; analyst to join our finance team and work closely with business leaders and senior management to drive financial performance and support key decision-making processes.

this role sits at the intersection of financial planning, forecasting, strategic analysis, and executive reporting, providing valuable insights that directly influence business outcomes.

key responsibilities

- own the monthly and quarterly budgeting and forecasting cycles for assigned business units.
- develop and maintain financial models to support strategic initiatives and management decisions.
- perform variance analysis (presente vs. Budget vs. Forecast) and provide clear, actionable recommendations.
- prepare executive dashboards, reports, and presentations for senior leadership, including cfo-level materials.
- partner with business stakeholders to translate financial data into strategic insights.
- support ad hoc analyses related to capital planning, profitability assessments, regulatory reporting, and internal reporting requirements.
- drive continuous improvements across fp&a; processes, reporting tools, and financial templates.

qualifications

required

- 2+ years of experience in financial planning & analysis (fp&a;), banking finance, financial services, corporate finance




- strong understanding of financial products and banking concepts, financial statements (p&l; and balance sheet), financial and banking kpis, budgeting and forecasting processes
- advanced excel skills
- experience preparing presentations and financial analyses for senior leadership.
- advanced english proficiency, with regular interaction with stakeholders in the united states and japan.

preferred qualifications

- basic sql knowledge.
- experience with power bi, tableau, or other data visualization tools.
- progress toward, or interest in pursuing, financial certifications such as cfa, amib, or similar credentials.

what we're looking for

- strong analytical and problem-solving skills.
- exceptional attention to detail.
- ability to manage multiple priorities and work under tight deadlines.
- excellent communication and stakeholder management skills.
- self-starter with strong autonomy and accountability.
- ability to work effectively with cross-functional teams and senior stakeholders.

why join us?

this is an excellent opportunity to play a critical role in financial planning and business strategy within a highly collaborative environment. Your work will have direct visibility with senior leadership and will contribute to key decisions that shape the organization's performance and growth.

📌 Financial planning analyst (México)
🏢 MUFG
📍 México