Controlling & Planning Specialist

Hitachi Energy Ltd.; San Luis Potosí; Hybrid; MXN 450,000 - 850,000; Full time

Job summary

Hitachi Energy Ltd. in Mexico is seeking an experienced finance professional to manage day-to-day financial activities, including analysis, reporting, and controls. You will support month-end close, audits, and provide actionable insights for cash flow and working capital.

The ideal candidate holds a Bachelor’s in Finance/Accounting, 3–5 years in a similar role, and proficiency with SAP/Oracle and FP&A tools. Strong English skills are required for a global business environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. A master’s degree or professional certification (CMA, ACCA, CPA) is a plus.
• 3–5 years of experience in financial planning and analysis, controlling, or similar finance role in a large multinational.
• Strong understanding of IFRS/GAAP and financial reporting.
• Proficiency in financial modeling, data analysis, and advanced Excel (Pivot, VLOOKUP, etc.).
• Experience with ERP systems (SAP, Oracle) and FP&A software (Hyperion, Anaplan) is highly desirable.
• Fluent in English, both written and verbal.

Responsibilities

• Perform balance sheet reviews and reconciliations, investigate open items, and ensure accuracy of financial information.
• Prepare and post journal entries, including accruals and reclassifications with proper documentation.
• Support month-end and quarter-end close activities with timely accounting and control tasks.
• Assist with internal and external audits, providing documentation and reconciliations.
• Analyze Accounts Receivable and Accounts Payable, aging, and cash flow impact.
• Conduct in-depth financial analysis, including variances and trends, and translate into insights.
• Prepare financial reports, dashboards, and management presentations highlighting KPIs and deviations.
• Ensure compliance with accounting policies and internal controls.

Skills

Financial analysis

Forecasting

Advanced Excel

English fluency

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Admin

Master’s degree or CMA/ACCA/CPA (a plus)

Tools

SAP

Oracle

Hyperion

Anaplan

Job description

Responsible for the day-to-day financial activities of the organization, including:

• Controlling its financial resources and ensuring that all financial transactions, systems, and procedures comply with regulations, accounting principles, and standards
• Financial analysis and reporting, taxation, insurance, credit control, accounts payable and receivable, inventory and cost control, and budgeting and forecasting

How you will make an impact

• Perform comprehensive Balance Sheet reviews and account reconciliations, analyzing movements, investigating open items and reconciling differences, and ensuring the accuracy and integrity of financial information.
• Prepare and post journal entries, including accruals, reclassifications, corrections, and other recurring or ad hoc entries, ensuring appropriate supporting documentation and accounting treatment.
• Support month-end and quarter-end closing activities, ensuring timely and accurate completion of assigned accounting and controlling activities.
• Support with internal and external audit requirements, providing supporting documentation, account reconciliations, financial explanations, and timely resolution of audit requests.
• Analyze Accounts Receivable and Accounts Payable processes and balances, including aging, overdue items, payment and collection trends, and their impact on cash flow and working capital.
• Conduct in-depth financial analysis, including actuals, variance, and trend analysis, identifying key financial drivers and translating results into actionable insights.
• Prepare and present financial reports, dashboards, and management presentations that highlight key financial performance indicators, significant deviations, risks, and recommended actions.
• Ensure compliance with applicable accounting policies, internal controls, procedures, and financial reporting requirements.

Your Profile

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. A master's degree or professional certification (e.g., CMA, ACCA, CPA) is a plus.
• Minimum of 3-5 years of experience in financial planning and analysis, controlling, or a similar finance role, preferably within a large multinational corporation.
• Strong understanding of financial accounting principles (IFRS/GAAP) and financial reporting.
• Proficiency in financial modeling, data analysis, and advanced Excel skills (e.g., pivot tables, VLOOKUP, financial functions).
• Experience with ERP systems (e.g., SAP, Oracle) and financial planning software (e.g., Hyperion, Anaplan) is highly desirable.
• Fluent in English, both written and verbal.

Job type Full time

Work arrangement Hybrid

Experience Experienced

Job function Finance

Contract Regular

About Hitachi Energy

We are a global leader in electrification, powering the electricity era to meet the energy demands of today, and the next 25 years. As the energy arm of Hitachi Group, over three billion people depend on our pioneering, mission-critical technologies to power their daily lives.

With over a century of innovation, we are addressing the most urgent energy challenge of our time: driving the evolution of the world’s energy system to ensure abundant, secure, affordable, and sustainable power for today’s generation and the next.

With an unparalleled installed base in over 140 countries, we are the grid ecosystem partner across the utility, industry, data center, and transportation sectors. Headquartered in Switzerland, we employ over 56,000 people in 60 countries and generate revenues of around $20 billion USD.