Job Title:

Financial Analyst – Financial Planning & Analysis (FP&A;)
Location:

TBD
Department:

Finance
Reports To:

Vice President of Finance

Job Summary:
We are seeking a highly motivated and detail-oriented

Financial Analyst

to join our

Finance

team. The successful candidate will play a key role in budgeting, forecasting, financial modeling, and providing strategic insights to support business decision-making. This position offers the opportunity to work cross-functionally with senior leadership, department heads, and various stakeholders to drive financial performance and long-term planning.

Key Responsibilities:
Develop and maintain detailed financial models to support budgeting, forecasting, and long-range planning
Analyze vigente results versus budget/forecast, providing variance analysis and identifying risks and opportunities
Collaborate with business units to gather inputs, understand performance drivers, and ensure alignment on financial plans
Prepare monthly, quarterly, and annual financial reports and dashboards for executive management
Support the preparation of leadership materials, investor presentations, and ad hoc financial analysis
Partner with Accounting to ensure accuracy of financial results and integrity of data
Drive continuous improvement in FP&A; processes, tools, and systems to increase efficiency and insight
Support and maintain our Data Warehouse analytics
Monitor key performance indicators (KPIs), providing actionable insights and recommendations
Conduct scenario analysis and sensitivity testing to support strategic decision-making
Participate in financial system enhancement projects as needed

Qualifications:
Bachelor’s degree in finance, Accounting, Economics, or a related field (MBA or CPA/CFA is a plus)
10+ years of experience in FP&A;, corporate finance, or related financial analysis roles




Strong proficiency in Excel and financial modeling; experience with financial planning systems is a plus
Solid understanding of financial statements, accounting principles, and budgeting processes
Excellent analytical, problem-solving, and communication skills
Ability to manage multiple priorities in a fast-paced environment
High attention to detail and a commitment to data integrity
Strong interpersonal skills and ability to work collaboratively across departments

Other Preferred Skills:
Experience / specific knowledge in the Spirits industry
Familiarity with ERP systems such as SAP, Oracle, or NetSuite

Requirements
Bachelor’s degree in Finance, Accounting, Economics, or a related field
MBA, CPA, or CFA strongly preferred
Minimum of

10 years of experience

in Financial Planning & Analysis (FP&A;), corporate finance, or related financial roles
Proven experience supporting senior leadership and executive decision-making
Strong background in budgeting, forecasting, financial modeling, and variance analysis
Advanced proficiency in Excel and financial modeling tools
Experience with financial planning and reporting systems; ERP exposure is a plus
Solid understanding of financial statements, accounting principles, and corporate finance processes
Ability to operate in complex, fast-paced, and international business environments
Strong analytical and problem-solving skills with a strategic mindset
Excellent communication and presentation skills, with the ability to translate complex financial data into clear business insights
High attention to detail and strong commitment to data accuracy and integrity
Demonstrated ability to manage multiple priorities and meet tight deadlines
Strong interpersonal skills and proven ability to collaborate cross-functionally
Fluent English is required , with the ability to communicate effectively with U.S.-based stakeholders

📌 Senior Financial Analyst Financial Planning & Analysis (FP&A) (Ciudad de México)
🏢 CobaltoTalent
📍 Ciudad de México