Responsibilities
Analyzing client financial needs and developing tailored solutions to optimize financial performance
Implementing financial systems and process automation to streamline operations and enhance controls
Designing strategies for financial shared services to reduce costs and improve efficiency
Navigating complex financial scenarios to provide insightful recommendations and support decision-making
Building meaningful client relationships to understand and anticipate their financial needs
Utilizing critical thinking to break down complex financial concepts and generate innovative solutions
Interpreting financial data to inform insights and guide strategic planning
Upholding professional and technical standards in financial management and strategy
Mentoring junior team members to foster growth and enhance team capabilities
Collaborating with teams to deliver quality financial consulting services and achieve client goals
Requirements
At least a Bachelor's degree
At least 4 years of experience in Anaplan
Oral and written proficiency in English required
Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management,



Computer Science/Information Systems, Finance, Mathematics/Statistics, Risk Management/Insurance
Current pursuit of or an active Certified Public Accountant (CPA) license is preferred
Demonstrating proficiency in Anaplan implementation and optimization
Utilizing financial modeling and forecasting skills effectively
Excelling in financial data mining and analysis
Managing complex financial systems and operations
Embracing change and demonstrating learning agility
Core Competencies
Demonstrates expertise in financial analysis, Anaplan implementation, and process automation to optimize financial performance.
Strong ability to mentor team members and build client relationships while delivering strategic financial consulting services.
Hard Skills
Financial Analysis
Financial Forecasting
Financial Data Mining
Complex Financial Systems Management
Strategic Planning
Soft Skills
Critical Thinking
Client Relationship Management
Mentoring
Collaboration
Learning Agility
Certifications & Qualifications
Certified Public Accountant (CPA)
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📌 Senior Anaplan Solution Architect (Santiago de Querétaro)
🏢 Jobtailor
📍 Santiago de Querétaro