Financial Analyst - 15545

Somewhere; México; A distancia; MXN 360.000 - 480.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

100% remote role

Professional growth opportunities

Flexible working hours

Competitive compensation

Descripción de la vacante

A leading financial services company is looking for a Financial Analyst to support client engagements through accurate financial data management and reporting. This fully remote entry-level position requires a Bachelor's degree and proficiency in Excel. Ideal candidates will have 2+ years of relevant experience and a proactive mindset for growth and collaboration. Competitive compensation and flexible work environment offered.

Formación

• 2+ years of experience in finance, accounting, or an analytical role.
• Familiarity with financial dashboards and reporting tools.
• Solid understanding of accounting principles and financial statements.
• Familiarity with financial dashboards and reporting tools (Iris a plus).
• Solid understanding of accounting principles and financial statements.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Proactive, self-starter mindset with a remote, team‑oriented work style.

Responsabilidades

• Perform data entry and maintain accurate financial records.
• Assist in preparing client-facing financial reports and analyses.
• Support ongoing bookkeeping, reconciliations, and month-end close processes.
• Use tools such as Excel and Iris for data management and reporting.
• Collaborate with CFOs to provide timely updates and ensure accuracy of financial information.
• Conduct quality checks and validation of financial data prior to client delivery.
• Identify and contribute to process improvements in financial reporting and workflow management.
• Provide ad‑hoc financial support as needed across client engagements.

Conocimientos

Excel proficiency

Detail-oriented

Strong communication skills

Analytical skills

Analytical mindset

Educación

Bachelor’s degree in Accounting, Finance, Economics, or related field

Herramientas

Iris

Iris (e‑commerce CFO dashboard)

Descripción del empleo

About the Company

We are a fast‑growing fractional CFO firm led by experienced finance professionals and serving a diverse client portfolio. Our mission is to deliver strategic financial insights and operational support that empower entrepreneurs to scale their businesses. With a strong reputation for reliability and expertise, we provide clients with the clarity and confidence they need to make sound financial decisions.

Position Overview

The Financial Analyst will play a critical role in supporting client engagements by managing financial data entry, preparing reports, and performing foundational analysis. This mid‑level role is ideal for professionals with a background in accounting or finance who thrive in detail‑oriented work and are eager to grow within a dynamic, client‑focused environment. Working closely with senior fractional CFOs, you will ensure that backend financial tasks are completed accurately and efficiently—enabling leadership to focus on client‑facing strategy and advisory services.

Key Responsibilities

• Perform data entry and maintain accurate financial records across spreadsheets, dashboards, and systems.
• Assist in preparing client‑facing financial reports, forecasts, and analyses.
• Support ongoing bookkeeping, reconciliations, and month‑end close processes.
• Use tools such as Excel and Iris (e‑commerce CFO dashboard) for data management and reporting.
• Collaborate with CFOs to provide timely updates and ensure accuracy of financial information.
• Conduct quality checks and validation of financial data prior to client delivery.
• Identify and contribute to process improvements in financial reporting and workflow management.
• Provide ad‑hoc financial support as needed across client engagements.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 2+ years of experience in finance, accounting, or an analytical role.
• Strong proficiency in Excel, with the ability to build and maintain complex spreadsheets.
• Familiarity with financial dashboards and reporting tools (experience with Iris a plus).
• Solid understanding of accounting principles and financial statements.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Proactive, self‑starter mindset with the ability to work effectively in a remote, team‑oriented environment.
• Eagerness to learn and adapt in a fast‑paced setting.

What We Offer

• 100% remote role with flexibility.
• Opportunity to work alongside seasoned CFOs and gain hands‑on exposure to a wide variety of industries.
• Professional growth in a high‑trust, collaborative environment.
• Competitive compensation aligned with experience.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Finance and Sales

Industries

Staffing and Recruiting