Job Title: Financial Analyst / Data AnalystPosition Type: Full-Time, RemoteWorking Hours: U.S. client business hours (with flexibility for reporting deadlines, month-end cycles, and strategic projects)About the RoleOur 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.ResponsibilitiesFinancial Modeling & Strategic AnalysisBuild and maintain 3-statement financial models including P&L;, balance sheet, and cash flow projectionsCreate scenario, sensitivity, break-even, ROI, IRR, and valuation analyses to evaluate risks and opportunitiesSupport forecasting, budgeting, and long-range planning initiativesAnalyze financial performance and identify trends impacting profitability, growth, and operational efficiencyData Analysis & ReportingQuery SQL databases and work with large structured datasetsClean, transform, and validate data using Excel, Python, R, or related toolsConduct variance analysis comparing actual performance against budgets and forecastsDevelop recurring and ad hoc reports for finance, operations, and leadership teamsDashboard Development & Business IntelligenceBuild and maintain KPI dashboards using Tableau, Power BI, Looker, or similar BI toolsEnsure reporting consistency, data integrity, and standardized metric definitions across departmentsCreate executive-ready visualizations and reporting packages for leadership and board presentationsImprove visibility into operational and financial performance through automated reporting systemsForecasting, Planning & Business SupportPartner with FP&A;, finance, sales,



and operations teams to refine forecasts and budgetsIncorporate real-time business trends into rolling forecasts and scenario planningSupport strategic initiatives through financial and operational analysisTranslate business needs into measurable KPIs and analytical frameworksData Governance & AccuracyValidate and reconcile data sources to ensure accuracy and reliabilityDocument methodologies, assumptions, and reporting processes for transparency and repeatabilityIdentify opportunities to improve reporting efficiency, automation, and data qualityMaintain organized, audit-ready documentation and analysis workflowsCross-Functional CollaborationWork closely with leadership and stakeholders across finance, operations, sales, and strategy teamsPresent findings and recommendations clearly to both technical and non-technical audiencesSupport decision-making with concise, actionable insights backed by data and financial analysisWhat Makes You a Perfect FitStrong analytical thinker capable of turning complex data into simple, actionable insightsHighly detail-oriented with strong standards for accuracy and consistencyExcellent communicator comfortable presenting to executives and stakeholdersCurious and proactive in identifying trends, opportunities, and operational risksStrong balance of technical analysis and business understandingRequired Experience & Skills2+ years of experience in financial analysis, FP&A;, business intelligence, or data analyticsAdvanced Excel or Google Sheets skills including pivot tables, INDEX/MATCH, lookup formulas, and modelingStrong SQL skills for querying and analyzing datasetsExperience preparing variance analyses, forecasting models,



and management reportsAbility to work with large datasets and synthesize findings clearlyPreferred Experience & SkillsExperience using Python or R for advanced analytics and data transformationFamiliarity with BI tools such as Tableau, Power BI, or LookerIndustry experience in SaaS, finance, healthcare, or professional servicesExperience extracting data from ERP systems such as NetSuite, SAP, or OracleKnowledge of financial planning, budgeting, and operational KPI frameworksExposure to automation or advanced reporting workflowsWhat Does a Typical Day Look Like?
A Financial Analyst / Data Analyst's day revolves around transforming financial and operational data into meaningful business insights.
You will:Pull, clean, and validate data from SQL databases, ERP systems, or reporting platformsUpdate financial models and run scenario analyses based on the latest business performancePrepare variance analyses explaining deviations from forecast or budgetBuild and maintain dashboards that provide leadership with real-time visibility into KPIsCollaborate with stakeholders to interpret data and support strategic decisionsDocument assumptions, methodologies, and reporting logic to ensure consistency and transparencyIn essence: you ensure leadership always has accurate, timely, and actionable insights to guide business decisions and long-term strategy.Key Metrics for Success (KPIs)Forecast and model accuracy within agreed variance thresholdsTimely delivery of monthly, quarterly, and ad hoc reportingReliability and usability of dashboards and reporting toolsImproved data quality and reporting consistencyActionable insights that support strategic and operational decisionsPositive stakeholder feedback on reporting clarity and analytical supportInterview ProcessInitial Phone ScreenVideo Interview with Pavago RecruiterPractical Assessment (e.g., financial model, dashboard creation, or analytical case study)Client Interview with Finance / Operations LeadershipOffer & Background Verification#FinancialAnalyst #DataAnalyst #FPandA #BusinessIntelligence #SQL #PowerBI #Tableau #FinancialModeling #DataAnalytics #Forecasting #RemoteJobs #AnalyticsJobs #FinanceJobs
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📌 Financial & Data Analyst (México)
🏢 Pavago
📍 México