Finance Planning Consultant (Ciudad de México)

Finance Planning Consultant (Ciudad de México)

05 nov
|
Risk Hub
|
Ciudad de México

05 nov

Risk Hub

Ciudad de México

Clara is the leading platform in Latin America for companies to execute and manage every payment operation. More than 50,000 leading and fast-growing businesses run on our corporate cards, bill pay, financing and B2B payments, and in 2025 the Financial Times named Clara the region's fastest-growing company. We're passionate about helping every company we work with become more effective—and, through that, raising the region's competitiveness. We're ~400 people, backed by Notable Capital, Coatue, Kaszek, monashees, DST Global, ICONIQ, General Catalyst and Goldman Sachs, among others.
We are seeking a highly motivated and analytical Strategic Finance Expert to join our dynamic finance team. This position presents a rare opportunity for accelerated professional growth and development, regular exposure to Clara's leadership team, and the chance to make an impact on B2B financial services in Latin America.
Strategic finance
Maintain Clara's consolidated corporate finance model, including updates to monthly forecasts, financial KPIs, balance sheet, and cash flow projections.
Drive financial and operational efficiencies by improving processes and ensuring accurate financial reporting and analysis.
Oversee and monitor SG&A;, ensuring budget alignment and driving cost efficiencies and process optimization.
Build business cases including TAM analysis and financial projections to support new product launches and feature releases, prioritizing projects based on highest ROI.
Develop reporting and dashboards to advise and inform the finance team and executive leadership on new product performance.
Conduct ad hoc financial analysis including unit economics, working capital management, cash flow forecasting, and customer acquisition efficiency models.




Business partner strategic analysis
Work closely with integral and local leadership teams, providing financial insights to influence strategic business decisions that improve financial performance, including internal business review and planning materials.
Act as a business partner by supporting sales, growth, product, and other teams with data-driven recommendations.
Investor relations
Support preparation of board packs, investor updates, and associated financial reporting.
Build and update data room materials for equity and debt fundraising purposes.
Bachelor's degree in finance, economics, business, or a related field.
~3 - 4 years of experience in investment banking, venture capital, management consulting (MBB preferred), FP&A;, strategic finance, and / or data science. Experience in startups or fintech is a plus.
~ You are already an active user of the latest and greatest AI tools, building custom workflows, dashboards, and applications for complex financial analysis.
~ You can also build scalable, efficient, and intuitive financial models in Excel with ease.
~ Highly results-driven with strong organizational skills, a collaborative mindset, and exceptional attention to detail.
~ Excellent communication and presentation skills, with experience preparing materials and analysis for executive-level audiences.
~ Bilingual proficiency in English as well as Spanish or Portuguese is required.

This is a remote-first role: you'll work from home day to day. An annual learning budget and accelerated development paths.
English is our working language, with Spanish and Portuguese every day.
Clarity — Open and direct communication: we say what we mean and give context where it matters.

📌 Finance Planning Consultant (Ciudad de México)
🏢 Risk Hub
📍 Ciudad de México

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