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 (Guadalajara)
🏢 CobaltoTalent
📍 Guadalajara