Finance Specialist - South America Business Finance Role Overview

We are seeking a highly motivated and analytical Finance Specialist to support the South America Business Finance organization in a hybrid role combining regional financial planning and performance management with the continued finance transformation of Global Supply Chain (GSC) activities. This position will partner closely with finance leaders, GSC stakeholders, the CoCe team, and local teams across South America to drive forecasting accuracy, performance insights, EPM adoption, process understanding, and effective knowledge transfer. The ideal candidate combines strong financial acumen with solid systems expertise, exceptional communication skills, and the ability to operate effectively in a fast-paced, multicultural environment.

Key Responsibilities Financial Planning & Forecasting

- Drive quarterly, and annual forecasting processes across South American countries.
- Support budgeting, strategic planning, and long-range financial planning activities.
- Coordinate inputs from country finance teams and ensure timely consolidation of regional outlooks.
- Monitor forecast accuracy and identify risks and opportunities to financial performance.
- Business partnering with multiple stakeholders to understand and drive results.

Business Performance & Margin Analysis

- Conduct detailed revenue, gross margin, and profitability monthly analysis across the region.
- Analyze business drivers, variances, trends, and key performance indicators.
- Provide actionable recommendations to improve business performance and support decision-making.
- Develop financial models and scenario analyses to assess business opportunities and risks.





Consolidation & Reporting

- Consolidate financial results, forecasts, and plans across all South America countries.
- Prepare executive-level financial reports, presentations, and insights for regional leadership.
- Ensure consistency and integrity of financial data across countries and reporting cycles.
- Partner with local finance teams to resolve reporting discrepancies and improve data quality.

GSC Back Office Finance Transformation & EPM Enablement

- Support the continued finance transformation of GSC Back Office activities across South America.
- Actively participate in EPM training sessions, process walkthroughs, user testing, and deployment-readiness activities.
- Develop a strong understanding of GSC operating flows, P&L; impacts, Back Office processes, and EPM functionality.
- Serve as a bridge between transformation teams and local finance teams, translating new processes and system capabilities into clear, practical guidance.
- Prepare and deliver training sessions, knowledge-transfer materials, and ongoing support for local teams.
- Create, consolidate, validate, and analyze GSC Back Office financial results, ensuring data quality and consistent reporting across the region.




- Build effective relationships with South America GSC stakeholders and collaborate closely with the CoCe team to drive adoption, standardization, and continuous improvement.

Cross-Functional Partnership

- Collaborate with Business Finance, Center of Excellence, Competency Center, Transformation, and Corporate Finance stakeholders.
- Support financial reviews, business rhythm processes, and leadership discussions.
- Drive process improvements and standardization across the region.

Qualifications Education

- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
- MBA, CFA, or equivalent advanced qualification is a plus.

Experience

- 7+ years of experience in Financial Planning & Analysis (FP&A;), Business Finance, Commercial Finance, GSC Finance, or related finance roles.
- Experience supporting multi-country or regional finance operations preferred.
- Strong background in forecasting, consolidation, planning, financial analysis, and P&L; management.
- Proven experience performing detailed margin and profitability analysis.
- Experience supporting finance transformation, systems implementation, user testing, training, or change-adoption initiatives is highly desirable.
- Exposure to General Supply Chain finance or Back Office financial processes is a strong advantage.

Technical Skills

- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Hands-on experience with SAP and Enterprise Performance Management (EPM) tools; experience with EPM testing, deployment, or user enablement is highly desirable.
- Experience with Power BI and financial reporting systems is highly desirabl

📌 FO SAM Team Lead (Monterrey)
🏢 Schneider Electric
📍 Monterrey