Job summary
this role is responsible for providing valuable insights and solutions for the personal systems services business. The role actively drives the forecasting process, aligning with overall business objectives and supporting policy and process enhancement. The role may act as a team or project leader, providing direction to team activities and facilitating information validation and team decision making.
Responsibilities
performs complex financial analysis for specific functions or business units, identifies issues and recommends solutions.
Conducts comprehensive financial analysis for the assigned ps services customer accounts, providing valuable analytics to support key business initiatives.
Participates in cross‑functional teams as a representative of the finance domain.
Establishes and maintains relationships with business leaders to guide and influence decision‑making.
Supports policy and process enhancement, identifying opportunities for improved efficiency and organizational growth.
Drives the forecasting process (weekly, monthly, long‑term) by analyzing trends within the businesses and ensuring alignment with overall business objectives.
Provides information and counsel in the areas of controls, budgeting and planning, return on investment decisions, and the development of overall business plans and strategies.
Solves difficult and complex problems with a fresh perspective, demonstrating good judgment in selecting creative solutions and managing projects independently.
Leads moderate to high complexity projects, delivering professionally written reports, and supports the realization of operational and strategic plans.
Education & experience
four‑year or graduate degree in business administration, economics, finance, or any related discipline or commensurate work experience or demonstrated competence. Typically has 2‑4 years of work experience, preferably in financial management, accounting.
Preferred certifications
certified public accountant (cpa)
certified financial analyst (cfa)
knowledge & skills
accounting
auditing
automation
corporate finance
data analysis
economics
finance
financial analysis
financial modeling
financial planning
financial services
financial statements
generally accepted accounting principles
internal controls
investments
key performance indicators (kpis)
process improvement
profit and loss (p&l) management
sap applications
variance analysis
cross-org skills
effective communication
results orientation
learning agility
digital fluency
customer centricity
digital skills (not critical but a plus)
experience in automation projects.
Experience with database management and visualization tools.
Basic to expert knowledge of python, visual basic or other programming languages.
Impact & scope
impacts multiple teams and may act as a team or project leader providing direction to team activities and facilitates information validation and team decision making process.
Complexity
responds to moderately complex issues within established guidelines.
Responsibilities
acting controller/finance manager and general supervision of the finance department when controller/finance manager is out.
Annual budget preparation with plant staff.
Monthly forecast preparation with plant staff.
Weekly forecast vs actuals analysis and presentation.
Daily update in forecast vs actuals in key expense accounts.
Monthly and quarterly expense variance analysis budget vs actual, pe vs actual, and yoy comparisons.
Reviews and validates cost reductions in progress and proposed.
Reviews and validated capex exhibits and uptodate expense.
Month end close, accruals and balance sheet reconciliations of specific accounts.
Supports controller/finance manager in development and maintenance of internal control in the finance, it and customs team and doing samples of internal controls with hr, and materials.
Department record retention lead.
Vendor set up in oracle (where applicable).
Vendor contract administrator (manage templates, review with legal and ensures reviews with vendor and legal representative are completed).
Prepares and submits tower watson (compensation/termination and seniority premium) annual accrual for usgaap and mexgaap.
Supports local human resources with reports, and analysis for the annual general wage increase to divisional hr.
Part of the treasury process (part of the 2 approvers process for vendor payments, payroll, taxes and positive pay for checks).
Monthly dashboards/kpis reporting.
Payroll general supervision.
Special (confidential) employee payouts review and calculation.
Checks annual calculations on christmas bonus, profit sharing, and savings fund.
Reviews monthly accruals for profit sharing, christmas bonus, and employee vacations.
Reviews accident risk premium before social security (imss).
Manpower reports for division (act hours, direct labor, and ave hourly).
Petty cash monthly audit (where it applies).
Support internal and external audits (social security-imss, government housing loans -infonavit, kpmg, pwc, government directed, and internal control).
Comply with company policies, procedures, and external normativity in eh&s, labor, trade compliance, taxes and legal.
Authority
comply with the authority’s requirements in payroll, taxes and trade compliance.
Petty cash monthly audit.
Approve bank payments and manual checks.
Put together budget and forecast.
Create and update vendors in oracle (where applicable).
Payroll review and approval.
Basic requirements
public accountant and/or bachelor in business administration or experience in similar position of 3‑5 years.
Experience in budgeting/forecasting and variance analysis.
Three year of experience, or more in payroll (compliance and supervision).
Strong knowledge in labor and tax law.
Handles well mrp/erp systems (jdedwards, oracle, sap).
Fluent in english (b1‑c1 or higher).
Strong use and application of office (word, excel, powerpoint), payroll systems (tress and adp preferred).
Desirable requirements
analytical, focused, and reads and understands financial statements, well versed in budgeting and forecasting, as well as cost accounting.
Good internal and external customer service.
Role summary
the financial analyst supports financial planning, forecasting, reporting, and analysis activities to provide actionable insights that drive business performance. This role partners closely with regional finance teams, the global fp&a organization, and the accounting function to ensure alignment of financial results, forecasts, and operational drivers.
Essential duties
support preparation of annual budgets, quarterly forecasts, and long‑range financial plans.
Perform detailed variance analysis (actual vs. plan, forecast, prior periods) and clearly explain key drivers.
Develop and maintain financial models to support planning, scenario analysis, and business decisions.
Prepare management reporting packages and dashboards with clear and concise insights.
Ensure data accuracy and consistency across planning and reporting processes.
Standard cost & inventory analytics
analyze standard cost components including material, labor, and overhead variances.
Support inventory analytics including valuation, turnover, slow‑moving and obsolete inventory.
Partner with accounting and operations to understand cost drivers and inventory movements.
Track and report kpis related to manufacturing efficiency, cost performance, and inventory optimization.
Support identification of cost improvement opportunities through financial analysis.
Business partnership & decision support
support regional finance and business leaders with data‑driven insights to inform decisions.
Assist in evaluating business initiatives, cost savings opportunities, and operational improvements.
Provide financial analysis to support short‑term performance and long‑term strategic objectives.
Translate financial data into actionable recommendations for non‑financial stakeholders.
Collaborate closely with regional finance teams and the global fp&a organization to ensure consistency in planning and reporting.
Partner with the accounting organization to ensure alignment between financial reporting and forecasts.
Support cross‑functional collaboration with operations, supply chain, r&d, and commercial teams.
Ensure alignment of assumptions, methodologies, and financial data across teams.
Continuous improvement & process optimization
identify opportunities to improve financial reporting, forecasting accuracy, and process efficiency.
Support automation, standardization, and simplification of fp&a processes.
Enhance reporting tools, dashboards, and analytics capabilities.
Contribute to initiatives that improve data quality and financial transparency.
Systems & technical capability
utilize erp systems with netsuite.
Support planning and forecasting processes using nspb (netsuite planning & budgeting).
Maintain data integrity across systems and reporting tools.
Assist with system enhancements, implementations, and best practices adoption.
Compliance & governance
adhere to company policies, internal controls, and fcpa (foreign corrupt practices act) standards.
Ensure confidentiality of financial, operational, and strategic information.
Support audit and compliance requirements as needed.
Education required
bachelor’s degree in accounting or finance.
Experience required
2–4 years of relevant experience in fp&a or financial analysis.
Experience in manufacturing or agricultural industries preferred.
Exposure to erp systems and financial planning tools preferred.
Language and competencies
bilingual fluency in english and spanish.
Financial modeling and analysis techniques.
Erp systems (netsuite preferred).
Nspb (netsuite planning & budgeting) strongly desired.
Business intelligence and visualization tools (power bi, tableau).
Data analysis and reporting tools.
Responsibilities
analyze current and past financial data and performance to make recommendations on profit enhancement.
Consistently analyze financial information based on routine and ad‑hoc reports.
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators.
Communicate financial insights suggesting business issues to management.
Qualifications
bachelor's degree in accounting, economics, or finance or equivalent experience.
0 – 3 years financial analysis and modeling experience.
Advanced knowledge of excel.
Role and responsibilities
download & upload data from financial systems.
Set up systems and templates in sap.
Develop relevant reporting including data preparation, report creation to support forecast, budget and closing cycle.
Provide data analyses to support periodic (monthly, quarterly, year‑end) financial and operational performance reviews with the business and finance teams.
Support the financial planning process at the department level, inclusive of budgets, re‑forecasts, capital planning and long‑term plans. Helps to define and load data into models.
Perform gap analysis.
Calculate capex and depreciation expenses.
Collect necessary information from various internal parties.
Prepare, document and record journal entries based on business needs following accounting policies.
Required technical and professional expertise
degree: bachelor's degree in finance or accounting.
Experience: 3.5 – 5 years relevant experience in fp&a and accounting processes like preparing forecast and budget for parts of the p&l of a company, performed financial and accounting analysis to support company business units decision making.
Proficient english level.
Advance excel and office management.
Have good knowledge of general accepted accounting principles.
Basic tax rules and basic understanding on internal controls requirements and implications.
Preferred technical and professional expertise
good analytical and numeric skills using spreadsheets and databases.
Demonstrate skills of overall accounting & planning processes with analytical skills.
Ability to work independently and with a team.
Problem solving and analytical.
Ability to meet deadlines.
Flexible thinker.
Sap and tableau experience is a plus.
Position 100% base in guadalajara.
Working in hybrid mode.
Financial analyst – labor & capital planning
labor forecasting and headcount modeling.
Capital planning and investment analysis.
Workday adaptive planning administration.
Automating reporting and improving data integrity across systems.
Job overview
this role is ideal for a finance professional who thrives at the intersection of financial modeling, workforce planning, system administration, and data automation.
Key responsibilities
build and maintain detailed headcount and compensation models.
Forecast ftes, merit increases, benefits, and allocations.
Analyze labor trends, variances, and cost drivers.
Partner closely with hr and operations to align workforce planning with financial forecasts.
Support annual capital planning processes.
Track and analyze capex performance vs. budget and forecast.
Assist with roi and payback analysis.
Contribute to long‑range and scenario planning.
Design and maintain dashboards and reports in workday adaptive planning.
Automate recurring reporting processes.
Consolidate and reconcile data across erp, crm, and hris systems.
Improve reporting efficiency and reduce manual work.
Serve as a key administrator for workday adaptive planning.
Manage user access, roles, and system security.
Maintain metadata, hierarchies, and planning structures.
Support system upgrades, model enhancements, and scenario management.
Required qualifications
bachelor's degree in finance, accounting, economics, or related field.
3–6 years of fp&a or related experience.
Hands‑on experience with workday adaptive planning.
Advanced excel skills (financial modeling, pivottables, powerpivot).
Strong experience in workforce/labor modeling.
Experience working with data from multiple systems.
Experience in capital planning / capex analysis.
Exposure to private equity‑backed or growth‑stage environments.
Familiarity with power bi.
Experience integrating financial planning tools with hr systems.
Preferred attributes
enjoy building models and improving systems.
Comfortable working with complex datasets.
Proactively identify reporting inefficiencies.
Take ownership and follow through.
Curious and ask the right questions.
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