Financial Business Analyst (LATAM)

BA Global Talent; Ciudad de México; A distancia; MXN 1,284,000 - 1,652,000; Jornada completa

Descripción de la vacante

A recruitment firm connecting professionals and opportunities seeks a Business Analyst to develop dashboards and analyze financial reports. The ideal candidate will have over 5 years of business analysis experience, along with proficiency in Tableau and SQL. This is a fully remote position open to applicants based in Latin America or the Caribbean, with strong English skills required.

Formación

• 5+ years of experience in business analysis, financial analysis, or business intelligence.
• Strong understanding of financial statements and reporting.
• Experience with predictive and profitability models.

Responsabilidades

• Develop and optimize financial and operational dashboards in Tableau.
• Prepare and analyze financial reports and key performance indicators.
• Provide ongoing financial analysis and forecasting support.
• Collaborate with Finance, Operations, and Leadership to translate data into insights.

Conocimientos

Business analysis

Financial analysis

Business intelligence

Analytical skills

Problem-solving

Attention to detail

English (C1 or C2)

Herramientas

Tableau

Microsoft Excel

SQL

ETL

Salesforce

QuickBooks

Descripción del empleo

Overview

BA 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.