Our Purpose

At Akton Partners, we help successful businesses build a better future through Strategic Finance.

We provide financial clarity, actionable insights, and long-term strategic planning to companies across Mexico, the US,

and Latin America, in industries like Fintech, E-commerce, Food & Beverage, Real Estate, EdTech, Healthcare, and more.

But it's not just what we do – it's how we do it.

We make numbers fun, simple, and impactful. At Akton, our purpose and values shape everything we do.

Why Join Akton as a Data & Intelligence Analyst?

As a Data & Intelligence Analyst, you sit exactly where strategic finance meets data. The core of your role is run several projects at once, taking clients' raw operating data – sales, costs, expenses,

inventory, targets – and turning it into models, KPIs and dashboards that a busy operator actually uses to make decisions. Alongside that, you will support 1–2 clients on pure Strategic Finance, which is the core of what Akton does. You will work closely with entrepreneurs and management teams across Mexico, the US and Latam.

In this role, you will:

- Run several Data & Intelligence projects: be the go-to person for the data and performance view of each one, from raw tables to the recommendation you give the CEO.
- Take part in Strategic Finance: on 1–2 clients you go beyond the data layer – strategic analysis, monthly management presentations, financial models, ad-hoc analysis and financing processes.
- Put AI at the center of how you work: use AI across the whole analytical process – from preparing and interrogating data to drafting the analysis – and help set the standard for how the firm uses it.
- Turn raw data into decisions: build the models and dashboards that show where a business truly makes and loses money.
- Own the business logic: define the metrics, reconstruct P&Ls;, and defend every number in front of clients and partners.
- Work across the full analytics stack: from data modeling and DAX to dashboard design and the story you tell with it.
- Face clients early: present your work directly to CFOs, founders, management teams and investors.
- Learn from the best: top-tier financial and technical mentors, on real problems, from day one.
- Grow fast: a clear and exciting growth path in one of the highest-leverage roles at the firm.

Ultimately having a big impact in helping Akton partner with successful businesses to build a better future.

Key Responsibilities - Data & Intelligence (core of the role – several projects at a time)





- Build interactive dashboards that give leadership visibility on business performance – sales and gross profit, income statement, operating KPIs, and inventory – with cross-filtering and flexible time periods (month, quarter, year, custom range).
- Design robust data models: correct joins across sales, product and location master data, expenses, inventory movements, and budgets, with consistent numbers across every view.
- Define and document KPIs: revenue, discounts, gross margin, contribution by channel, average ticket, items per ticket, days of inventory, waste, same-store vs. new-opening growth – and be able to justify each definition.
- Interrogate data quality: find gaps, duplicates, and inconsistencies, flag them clearly, and explain how you handled them.
- Automate and standardize: improve refresh, performance, and repeatability of recurring client deliverables instead of rebuilding them each month.
- Build AI into the analytical process: apply AI to accelerate data preparation, exploration, documentation and reporting, and judge when its output can be trusted and when it cannot.
- Structure processes so they are reliable and replicable: document each step, define the checks that prove the numbers are right, and turn a one-off analysis into a process another person – or a machine – can run next month and get the same result.

Strategic Finance (1–2 clients, alongside your Data & Intelligence projects)

- Build financial models, budgets and strategic analyses for your clients, and keep them alive as the business changes.
- Reconstruct financial views from operating data (revenue, COGS, gross profit, operating profit) when no ready-made income statement exists, and justify the structure you choose.
- Identify key business drivers, risks and opportunities behind the numbers – the real reasons a location, channel or category over- or under-performs.
- Build tools for pricing, profitability and decision-making that management can run themselves.
- Translate analysis into clear insights and recommendations: which locations, channels and categories to push, fix, or drop.
- Present findings to management teams, investors and other stakeholders,



and defend them in live sessions where open business questions come up on the spot.
- Own the monthly cycle for those clients: prepare and present the monthly management pack – results vs. budget and vs. prior year, what moved, and what to do about it.
- Run ad-hoc analyses on demand: the question the CEO asks on a Tuesday that needs a defensible answer by Thursday.
- Support financing processes: prepare the financial information, projections and materials that investors, banks or funds require.
- Collaborate cross-functionally with finance analysts, data engineers, and partners on both technical and business objectives, across Fintech, E-commerce, F&B;, Real Estate and Healthtech.

Qualifications

- Bachelor's degree in actuarial science, economics, finance, engineering, data science, or a related quantitative field. 2–4 years of experience in business intelligence, data analytics, FP&A;, corporate finance, or consulting.
- Ideally, your BI / data experience is finance-related – FP&A;, corporate finance, investment banking, private equity, or an analytics role where you owned P&L;, margin, budget or unit-economics reporting. You should be as comfortable discussing gross margin drivers as you are writing a measure.
- Solid financial literacy: you understand a P&L;, a budget vs. vigente, unit economics, margins, and cost structures, and you can build a financial model in Excel from scratch.
- Strong Power BI skills (or an equivalent BI tool): data modeling, DAX, and dashboard design that an operator can navigate without a manual.
- Proficient in SQL and comfortable working with large, messy, multi-table datasets.
- Advanced Excel.
- Python or equivalent scripting for data preparation and automation is a plus.
- Comfortable working with AI tools (LLMs, AI copilots and agents) as part of your daily workflow, with the judgment to verify what they produce – a plus, and something you will develop here.
- Exposure to modern data platforms (Microsoft Fabric, Azure, data warehouses/lakes) is a plus.
- Analytical rigor: you state your assumptions, sanity-check your numbers, and know when a result is too good to be true.
- Storytelling and executive communication: you can take a complex analysis and land the one insight that matters in two minutes.
- Proactive, detail-oriented, and capable of working under pressure with shifting priorities.
- Excellent communication skills in Spanish and English.
- High professionalism, ethics, and sense of ownership.

📌 Data & Intelligence Analyst (México)
🏢 Akton Partners
📍 México