Financial Business Analyst

Ba Global Talent; A distancia; MXN 1,094,000 - 1,460,000; Jornada completa

Descripción de la vacante

A leading global recruitment firm is seeking an experienced business analyst to develop and optimize financial and operational dashboards in Tableau. This fully remote position requires 5+ years in business or financial analysis, proficiency in Tableau and SQL, and a high level of English. Successful candidates will collaborate cross-functionally to provide financial insights and support strategic growth decisions. This role values attention to detail and analytical skills, catering to candidates in Latin America or the Caribbean.

Formación

• 5+ years of experience in business analysis, financial analysis, or business intelligence.
• Strong understanding of financial statements and reporting.
• English level: C1 or C2.

Responsabilidades

• Develop, manage, and optimize financial and operational dashboards in Tableau.
• Prepare and analyze financial reports including P&L statements.
• Provide ongoing financial analysis and forecasting support to the CFO.
• Produce BI and profitability reports segmented by performance drivers.
• Integrate and validate data to ensure consistency across metrics.
• Collaborate with cross-functional teams to translate data into insights.
• Support the development of predictive and profitability models.
• Assist in evolving financial and data reporting infrastructure.

Conocimientos

Business analysis

Financial analysis

Business intelligence

Tableau

Microsoft Excel

SQL

ETL

Analytical skills

Problem-solving

Herramientas

Tableau

Salesforce

QuickBooks

Descripción del empleo

OverviewBA Global Talent connects professionals across the Americas with meaningful opportunities at U.S. companies.

We specialize in remote recruitment, HR operations, and workforce solutions, with a strong focus on transparency, support, and long-term success.

At BA, you're never just a placement, you're part of a team that values growth, autonomy, and impact.

Responsibilities

• Develop, manage, and optimize financial and operational dashboards in Tableau.
• Prepare and analyze financial reports, including P&L statements, business unit profitability reports, and key performance indicators.
• Provide the CFO with ongoing financial analysis and forecasting support, identifying trends and opportunities for improvement.
• Produce business intelligence (BI) and profitability reports segmented by customer, department, and other performance drivers.
• Integrate and validate data from Salesforce, QuickBooks, and Excel to ensure accuracy and consistency across financial and operational metrics.
• Collaborate cross-functionally with Finance, Operations, and Executive Leadership to translate complex data into actionable insights.
• Support the development of predictive and profitability models to guide strategic growth decisions.
• Assist in the evolution of financial and data reporting infrastructure, supporting automation and improved data governance.

Requirements

• 5+ years of experience in business analysis, financial analysis, or business intelligence.
• Strong understanding of financial statements and reporting.
• Proficiency in Tableau, Microsoft Excel, SQL, and ETL.
• Strong analytical and problem-solving skills with high attention to detail.
• Must be based in Latin America or the Caribbean.
• English level: C1 or C2.
• Fully remote position.

Nice to Have

• Experience working with organizations in the financial services or wealth management industry.
• Familiarity with broker-dealers, RIAs, or advisory practice operations.
• Understanding of revenue models, compensation structures, or performance metrics used in financial advisory firms.
• Familiarity with Salesforce and QuickBooks.
• Time Zone: EST.

Only resumes submitted in English will be considered.

All qualified applicants will receive consideration for job opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.