Controlling & planning specialist | San Luis Potosi, Mexico

Hitachi Energy Ltd.; San Luis Potosí; Hybrid; MXN 350,000 - 550,000; Full time

Job summary

Hitachi Energy Ltd in San Luis Potosí, Mexico, is seeking a Controlling & Planning Specialist to drive financial planning, analysis and performance monitoring. You will support strategic decisions through accurate reporting, forecasting and budgeting, aligning with company objectives and promoting efficiency.

The role involves variance and profitability analysis, consolidation of budgets and long-term plans, and building financial models for investments and business cases.

Qualifications

• 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 3–5 years of experience in financial planning and analysis, controlling, or a similar finance role, preferably in a large multinational corporation.
• Strong understanding of IFRS/GAAP and financial reporting.
• Proficiency in financial modeling, data analysis, and advanced Excel (pivot tables, VLOOKUP, financial functions).
• Experience with ERP systems (SAP, Oracle) and planning software (Hyperion, Anaplan) is highly desirable.
• Fluent in English, both written and verbal.

Responsibilities

• Conduct in-depth financial analysis including variance, profitability, and cost-control initiatives.
• Lead preparation and consolidation of budgets, forecasts, and long-term business plans with cross-functional teams.
• Develop and maintain financial models to support strategic initiatives and business cases.
• Prepare and present financial reports, dashboards, and presentations to senior management with actionable insights.
• Monitor actual performance against budget/forecast and explain deviations.

Skills

Financial analysis

Financial modeling

Excel advanced

IFRS/GAAP knowledge

English fluency

Analytical thinking

Data visualization

Business partnership

Education

Bachelor's degree in Finance/Accounting/Economics/Business Administration

Master's degree or professional certification (CMA/ACCA/CPA)

Tools

SAP

Oracle

Hyperion

Anaplan

Job description

The Controlling & Planning Specialist will play a crucial role in financial planning, analysis, and performance monitoring within Hitachi. This position is responsible for supporting strategic decision-making through accurate financial reporting, forecasting, and budgeting, ensuring alignment with company objectives and driving operational efficiency.

How you will make an impact:

• Conduct in-depth financial analysis, including variance analysis, profitability analysis, and cost control initiatives, identifying key drivers and trends.
• Lead the preparation and consolidation of financial budgets, forecasts, and long-term business plans, collaborating with various departments.
• Develop and maintain financial models to support strategic initiatives, investment decisions, and business case evaluations.
• Prepare and present comprehensive financial reports, dashboards, and presentations to senior management, highlighting key financial performance indicators and actionable insights.
• Monitor and analyze actual financial performance against budget and forecast, explaining deviations and recommending corrective actions.
• Support the implementation and improvement of financial planning and reporting systems and tools.
• Responsible for ensuring compliance with applicable external and internal regulations, procedures, and guidelines.

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.

More about us

• Growth globally
• Benefits above the regular in the market

Job type Full time

Work arrangement Hybrid

Experience Experienced

Job function Finance

Contract Regular

Publication date 2026-10-01

Reference number R0146700

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.