Analista de Planificación y Presupuesto

Placements24; Toluca; Hybrid; MXN 420,000 - 540,000; Full time

Benefits offered by this job

Hybrid work model

Health, dental, and vision insurance

Professional development opportunities

Toluca office location

Job summary

Placements24 is seeking a detail-oriented Planning and Budget Analyst to join our finance team in Toluca. This hybrid role combines in-office collaboration with remote workdays and focuses on budgeting, forecasting, and performance analysis to support strategic decisions.

The ideal candidate has 2–4 years FP&A experience, strong Excel skills, and a solid understanding of financial statements. You will work cross-functionally to gather data, identify variances, and contribute to the company’s

Qualifications

• 2-4 years of FP&A, budgeting, or related finance experience.
• Strong Excel skills with advanced formulas and pivot tables.
• Knowledge of financial statements and accounting principles.
• Excellent analytical and organizational abilities.

Responsibilities

• Support annual budgeting process from data collection to consolidation.
• Develop and maintain financial forecast models.
• Analyze monthly performance against budget and forecast for variances.
• Prepare reports and presentations for management review.
• Collaborate with department heads to gather inputs and guidance.
• Assist in long-range financial planning and cost-savings opportunities.

Skills

Financial modeling

Budgeting

Data analysis

Analytical thinking

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

ERP systems

Job description

About the Role

Our client is seeking a detail-oriented and proactive Planning and Budget Analyst to join their finance team in Toluca. This hybrid role offers a flexible work arrangement, combining essential in-office collaboration with remote workdays. You will be responsible for supporting the annual budgeting process, developing financial forecasts, and analyzing financial performance against plans. This position requires strong analytical skills, proficiency in financial modeling, and the ability to work effectively with various departments to gather necessary financial data. The ideal candidate will contribute to accurate financial planning, identify budget variances, and provide insights to support strategic decision-making. We are looking for an individual who can ensure financial discipline and contribute to the company's financial health through diligent planning and analysis. Your role will be critical in providing the financial roadmap for the organization, ensuring resources are allocated effectively to achieve business objectives.

Key Responsibilities

• Support the annual budgeting process, from data collection to final budget consolidation.
• Develop and maintain financial forecast models.
• Analyze monthly financial performance against budget and forecast, identifying key variances and trends.
• Prepare financial reports and presentations for management review.
• Collaborate with department heads to gather budget inputs and provide financial guidance.
• Assist in the development of long-range financial plans.
• Identify opportunities for cost savings and efficiency improvements.
• Maintain and update financial planning databases and reporting tools.
• Contribute to the continuous improvement of planning and budgeting processes.
• Support ad-hoc financial analysis requests from various business units.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2-4 years of experience in financial planning and analysis (FP&A), budgeting, or a related finance role.
• Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis.
• Experience with financial planning software or ERP systems is a plus.
• Strong understanding of financial statements and accounting principles.
• Excellent analytical, problem-solving, and organizational skills.
• Good written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Detail-oriented with a high degree of accuracy.
• Experience working in a hybrid environment is beneficial.

Benefits

• Competitive salary and benefits package.
• Hybrid work model offering flexibility and work-life balance.
• Health, dental, and vision insurance.
• Opportunities for professional development and career growth in financial planning.
• Supportive team environment within a reputable company.
• Convenient office location in Toluca .