Financial Planning Data Analyst (Ciudad de México)

Financial Planning Data Analyst (Ciudad de México)

08 nov
|
Pavago
|
Ciudad de México

08 nov

Pavago

Ciudad de México

Financial Analyst / Data Analyst
Position Type: Full-Time, Remote
S. client business hours (with flexibility for reporting deadlines, month-end cycles, and strategic projects)
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.
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 vigente 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
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
Data Governance & Accuracy
Validate and reconcile data sources to ensure accuracy and reliability
Identify opportunities to improve reporting efficiency, automation, and data quality
Maintain organized, audit-ready documentation and analysis workflows
Work closely with leadership and stakeholders across finance, operations, sales, and strategy teams
Support decision-making with concise, actionable insights backed by data and financial analysis
Strong analytical thinker capable of turning complex data into simple, actionable insights
Strong balance of technical analysis and business understanding




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
~ 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 SaaS, finance, healthcare, or professional services
Experience extracting data from ERP systems such as NetSuite, SAP, or Oracle
Knowledge of financial planning, budgeting, and operational KPI frameworks
A Financial Analyst / Data Analyst's day revolves around transforming financial and operational data into meaningful business insights. Pull, clean, and validate data from SQL databases, ERP systems, or reporting platforms
Update financial models and run scenario analyses based on the latest business performance
Prepare variance analyses explaining deviations from forecast or budget
Collaborate with stakeholders to interpret data and support strategic decisions
Improved data quality and reporting consistency
Video Interview with Pavago Recruiter
Client Interview with Finance / Operations Leadership
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📌 Financial Planning Data Analyst (Ciudad de México)
🏢 Pavago
📍 Ciudad de México

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