Financial Operations Associate

Jeeves; Ciudad de México; Presencial; MXN 400,000 - 600,000; Jornada completa

Descripción de la vacante

A pioneering financial services company in Mexico is looking for a Financial Operations Associate to manage treasury and financial operations. The ideal candidate will have over 5 years of experience, strong analytical skills, and proficiency in Excel. Responsibilities include cash flow optimization, compliance support, and continuous improvement of financial processes. Join a fast-paced environment with a mission to empower businesses with cost-effective financial solutions.

Formación

• 5+ years of financial operations experience, ideally in fintech, banking, or payments.
• Treasury experience, including cash management and liquidity forecasting.
• Familiarity with regulatory frameworks is a plus.

Responsabilidades

• Monitor daily cash balances across various accounts.
• Develop and maintain financial models for cash flow and funding.
• Support execution of cross-border payments and banking.
• Maintain accurate financial data and automate reporting tasks.
• Collaborate with compliance teams to ensure regulatory standards.
• Identify process inefficiencies and recommend improvements.

Conocimientos

Financial operations experience

Advanced Excel skills

Strong problem-solving ability

Excellent communication skills in English

Educación

Background in STEM fields

Descripción del empleo

Jeeves is a groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves over 5,000 clients ranging from venture-backed startups to SMBs around the world. With a mission to empower businesses with more efficient and cost-effective financial solutions worldwide, Jeeves combines cutting-edge financial technology with exceptional team expertise to transform the business financial landscape. Jeeves has been recognized as one of The Information\'s 50 Most Promising Startups in 2023, as well as a Y Combinator Top Company 2021-2023 and won “Fintech of the Year" at the European Fintech Awards.

Since graduating from Y Combinator in 2020, Jeeves has successfully raised over $380 million and is backed by top world-class investors including Andreessen Horowitz, Y Combinator, CRV, Tencent, Stanford University, Clocktower Ventures, and founders of more than 15 unicorns including David Velez (Nubank), Carlos Garcia (Kavak) and Sebastián Mejía (Rappi).

As the Financial Operations Associate, you will be responsible for ensuring the efficient, secure, and strategic management of treasury and financial operations in the region. Your mission is to optimize cash flow, ensure regulatory compliance, strengthen relationships with internal and external stakeholders, and drive continuous improvement initiatives that support the company’s financial stability and sustainable growth.

What You’ll Do:

• Treasury and Cash Management: Monitor daily cash balances across multiple bank accounts and geographies. Prepare and update liquidity forecasts to ensure adequate funding for operations. Support optimization of working capital and daily treasury operations.
• Financial Operations and Analysis: Develop and maintain financial models for cash flow, funding, and scenario planning. Conduct variance analyses between forecasts and actual results, providing insights to management. Prepare dashboards and recurring reports to support decision-making.
• Cross-Border Payments and Banking: Support execution and reconciliation of cross-border payments. Liaise with partner banks and payment providers to ensure smooth processing. Assist in evaluating and onboarding new financial partners.
• Data and Systems Management: Maintain treasury and financial data with accuracy and consistency. Automate recurring reporting tasks using Excel (pivot tables, macros) or other tools. Ensure systems and spreadsheets are structured and auditable.
• Compliance and Regulatory Support: Collaborate with compliance and legal teams to ensure treasury operations meet regulatory standards. Track changes in regulatory frameworks affecting treasury, SPVs, and cross-border operations. Prepare documentation for internal and external audits.
• Stakeholder Management: Partner with operations, compliance, and legal teams to support end-to-end financial processes. Act as the point of contact for treasury-related questions. Provide ad hoc analysis and presentations to senior management.
• Continuous Improvement: Identify process inefficiencies and recommend improvements. Support the implementation of new treasury tools, automation, and best practices. Contribute to knowledge sharing and development of SOPs.

What We’re Looking For:

• 5+ years of financial operations experience, ideally in fintech, banking, or payments.
• Strong background in STEM fields (engineering, economics, mathematics, finance).
• Treasury experience, including cash management, liquidity forecasting, and multi-bank environments.
• Advanced Excel and data analysis skills (pivot tables, macros, financial modeling).
• Excellent communication skills in English (written and verbal).
• Strong problem-solving ability and structured thinking.
• Comfortable working in fast-paced, cross-border environments.
• Familiarity with regulatory frameworks, SPVs, or financial structuring is a plus.
• Ability to collaborate effectively with multiple stakeholders (ops, compliance, legal).