Investment team:

We are looking for a rigorous and experienced Accounting Manager to own the accounting function of Casa de Bolsa Plata, a new brokerage firm currently in its pre-operational phase, targeting CNBV licensing in the upcoming months and commencement of operations in December 2026.

This role goes beyond day-to-day bookkeeping, you will build the accounting infrastructure of the firm from scratch: chart of accounts, ERP setup, regulatory report templates, and audit frameworks. You will be the financial backbone of the institution and a key participant in the CNBV inspection process.

If you are energized by building something new within a highly regulated environment and you have deep experience in Mexican financial institution accounting, this role is for you.

Challenges that await you:
- Design and implement the firm's chart of accounts (catálogo de cuentas) in accordance with CNBV standards
- Draft the accounting policies and procedures manual
- Configure the ERP/accounting system and integrate it with trading and custody platforms




- Prepare the opening balance sheet and capital adequacy analysis
- Develop CNBV regulatory report templates (R01–R14 as applicable) prior to commencement of live submissions
- Coordinate with external auditors on the annual audit framework
- Support the CNBV commencement-of-operations inspection — financial records section
- Once live: prepare monthly and annual financial statements (NIF-compliant), submit regulatory reports via SITI, and ensure tax compliance before SAT (ISR, IVA, DIOT)

What makes you a great fit:
- Bachelor's degree in Accounting, Finance, or a related field; Certified Public Accountant (CPC) strongly preferred
- Minimum 7 years of experience at a regulated financial institution, preferably a casa de bolsa or bank with a brokerage division
- Hands-on experience with CNBV regulatory reports and SITI submissions
- Solid command of NIF (Normas de Información Financiera) and their application in financial

📌 Accounting Manager (Ciudad de México)
🏢 Plata Card
📍 Ciudad de México