Financial & Planning Analyst

Department: Finance

Location: Tlalnepantla – Centrum

Reports to: Controller

Position Objective

To analyze, interpret, and present financial data that supports strategic and operational decision-making, with a focus on product profitability, cost control, operational efficiency, and financial forecasting.

Key Responsibilities Prepare monthly, quarterly, and annual financial reports. Analyze actuals vs. prior year, budget, and forecasts variances. Support the budgeting and forecasting processes. (P&L and Balance) Evaluate the financial impact of new projects, investments, or product launches. Collaborate with sales, operations, and procurement to understand financial implications. Cash flow projection and analysis. Assist in internal and external audits. Technical Requirements Bachelor’s degree in Finance, Accounting. 2–4 years of experience in financial analysis. Advanced Excel skills (pivot tables, macros are a plus). Experience with ERP systems (SAP, Oracle, or similar). Intermediate to advanced English (preferred for multinational environments). Soft Skills Strong analytical and critical thinking. Attention to detail. Effective communication. Proactive and self-driven. Ability to work under pressure and cross-functionally.