Our Client is one of the United States’ largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C;). They proudly serve more than 10 million U.S. households with more than 19 million individual policies across all 50 states through the efforts of over 48,000 exclusive and independent agents and nearly 18,500 employees. Finally, our Client is part of one the largest Insurance Groups in the world.

Job Summary

The Financial Analyst II is responsible for supporting financial planning, forecasting, reporting, and business analysis activities for the Claims Finance & Vendor Management organization. This role partners with business leaders to provide meaningful financial insights, monitor key performance indicators, and support strategic decision-making through data-driven analysis.

The analyst will assist in the preparation of financial reports, forecasts, budgets, and business models while identifying trends, risks, and opportunities within the organization. This position also supports vendor financial reviews, strategic planning initiatives, and process improvement projects. The ideal candidate combines strong financial acumen with analytical capabilities and a willingness to expand technical skills in SQL, database management, and business intelligence tools.

Key Responsibilities

- Prepare and analyze monthly financial reports, including budget-to-vigente variance analyses, forecasts, and business performance reviews.
- Develop and maintain key performance indicator (KPI) reporting to support operational and financial decision-making.
- Support the annual operating plan, strategic planning, and forecasting processes through data consolidation and financial analysis.
- Create, update, and enhance financial models to evaluate business performance and support planning activities.
- Track, analyze, and report financial performance related to special projects, initiatives, and cost-saving opportunities.




- Conduct financial assessments of vendors and assist with vendor management reporting and analysis.
- Review and support capital appropriation and investment proposals through financial evaluation and business case development.
- Create ad hoc analyses, reports, and presentations for leadership and business partners.
- Maintain and improve databases, reporting tables, and data sources used for financial reporting and analytics.
- Leverage tools such as Excel, Power BI, SAP, and SQL to automate reporting and improve data visibility.
- Identify opportunities for process improvements, standardization, and reporting efficiencies.
- Ensure compliance with company policies, financial controls, and safety/ergonomic standards.

Requirements

Education

- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field preferred.
- High school diploma or equivalent required.
- Six Sigma Yellow Belt certification is a plus.

Experience

- Minimum of 3 years of progressive experience in Finance, Financial Planning & Analysis (FP&A;), Accounting, or related financial analysis roles.
- Experience supporting budgeting, forecasting, financial reporting, and business performance analysis.
- Experience working with large datasets and financial reporting systems preferred.
- Exposure to vendor management, operational finance, or claims organizations is a plus.

Financial & Analytical Skills

- Budgeting and Forecasting (Intermediate)
- Financial Planning & Analysis (FP&A;)
- Variance Analysis
- Financial Modeling (Intermediate)
- Business Performance Analysis
- Management Reporting (Intermediate)
- Data Analysis and Problem Solving




- Strategic and Critical Thinking

Technical Skills

- SAP (1-3 years preferred)
- Power BI (1-3 years preferred)
- Advanced Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, formulas)
- Basic SQL knowledge or willingness to learn
- Microsoft Office Suite

Benefits

Competitive compensation and benefits package:

1. Competitive salary and performance-based bonuses
2. Comprehensive benefits package: Grocery vouchers, saving funds, SGMM, etc.
3. Career development and training opportunities
4. Dynamic and inclusive work culture within a globally renowned group
5. Private Health Insurance
6. Pension Plan
7. Paid Time Off
8. Training & Development

Note: Benefits differ based on employee level.

By applying for this position, candidates acknowledge and agree that:

• Personal Data Processing: The personal data provided during the recruitment and selection process will be collected, processed, and retained for legitimate recruitment and compliance purposes, in accordance with applicable data protection and privacy laws and FBS internal policies.

• Legal Authorization to Work: Employment with FBS is conditional upon the candidate having valid, local legal authorization to work in the country where the role is based at the time of hire. FBS does not sponsor or obtain work authorization unless explicitly stated.

• Exclusivity of Employment and Conflict of Interest: Upon acceptance of an offer and during employment with FBS, employees will not be permitted to engage in parallel employment, professional activities, or paid work for other entities. Any ownership, partnership, directorship, or participation in other businesses or companies must be fully disclosed and formally reviewed in accordance with FBS internal conflict‑of‑interest and external engagement policies prior to the start date or as soon as such circumstances arise.

Failure to comply with these conditions may impact the hiring decision or employment continuation.

📌 FBS Finance Analyst II (México)
🏢 Capgemini
📍 México