Job Title: Financial Analyst / Data Analyst

Position Type: Full-Time, Remote
Working Hours: U. S. client business hours (with flexibility for reporting deadlines, month-end cycles, and strategic projects)

About the Role

Our client is seeking a Financial Analyst / Data Analyst to build financial models, analyze operational and financial performance, and deliver data-driven insights that support strategic decision-making.

This role combines financial analysis with modern data analytics, requiring strong quantitative skills, business acumen, and proficiency with reporting and BI tools. The Financial Analyst / Data Analyst serves as the bridge between raw data and executive strategy — ensuring reporting is accurate, actionable, and aligned with business goals.

The idóneo candidate is analytical, detail-oriented, and capable of transforming complex datasets into clear recommendations for leadership and cross-functional teams.

Responsibilities Financial Modeling & Strategic Analysis

- Build and maintain 3-statement financial models including P&L;, balance sheet, and cash flow projections
- Create scenario, sensitivity, break-even, ROI, IRR, and valuation analyses to evaluate risks and opportunities
- Support forecasting, budgeting, and long-range planning initiatives
- Analyze financial performance and identify trends impacting profitability, growth, and operational efficiency

Data Analysis & Reporting

- Query SQL databases and work with large structured datasets
- Clean, transform, and validate data using Excel, Python, R, or related tools
- Conduct variance analysis comparing actual performance against budgets and forecasts




- Develop recurring and ad hoc reports for finance, operations, and leadership teams

Dashboard Development & Business Intelligence

- Build and maintain KPI dashboards using Tableau, Power BI, Looker, or similar BI tools
- Ensure reporting consistency, data integrity, and standardized metric definitions across departments
- Create executive-ready visualizations and reporting packages for leadership and board presentations
- Improve visibility into operational and financial performance through automated reporting systems

Forecasting, Planning & Business Support

- Partner with FP&A;, finance, sales, and operations teams to refine forecasts and budgets
- Incorporate real-time business trends into rolling forecasts and scenario planning
- Support strategic initiatives through financial and operational analysis
- Translate business needs into measurable KPIs and analytical frameworks

Data Governance & Accuracy

- Validate and reconcile data sources to ensure accuracy and reliability
- Document methodologies, assumptions, and reporting processes for transparency and repeatability
- Identify opportunities to improve reporting efficiency, automation, and data quality
- Maintain organized, audit-ready documentation and analysis workflows





Cross-Functional Collaboration

- Work closely with leadership and stakeholders across finance, operations, sales, and strategy teams
- Present findings and recommendations clearly to both technical and non-technical audiences
- Support decision-making with concise, actionable insights backed by data and financial analysis

What Makes You a Perfect Fit

- Strong analytical thinker capable of turning complex data into simple, actionable insights
- Highly detail-oriented with strong standards for accuracy and consistency
- Excellent communicator comfortable presenting to executives and stakeholders
- Curious and proactive in identifying trends, opportunities, and operational risks
- Strong balance of technical analysis and business understanding

Required Experience & Skills

- 2+ years of experience in financial analysis, FP&A;, business intelligence, or data analytics
- Advanced Excel or Google Sheets skills including pivot tables, INDEX/MATCH, lookup formulas, and modeling
- Strong SQL skills for querying and analyzing datasets
- Experience preparing variance analyses, forecasting models, and management reports
- Ability to work with large datasets and synthesize findings clearly

Preferred Experience & Skills

- Experience using Python or R for advanced analytics and data transformation
- Familiarity with BI tools such as Tableau, Power BI, or Looker
- Industry experience in Saa S, finance, healthcare, or professional services
- Experience extracting data from ERP systems such as Net Suite, SAP, or Oracle
- Knowledge of financial planning, bu

📌 Financial & Data Analyst (México)
🏢 Pavago
📍 México