Financial Planner

Platzi; Ciudad de México; A distancia; MXN 549,000 - 916,000; Jornada completa

Descripción de la vacante

An innovative technology school in Mexico City is seeking a Financial Planner to transform decision-making through data-driven analysis and automation. The ideal candidate has over 3 years of experience in financial planning and analysis, is bilingual in Spanish and English, and possesses strong skills in SQL, Excel, and financial modeling. This role offers a chance to work with various teams and utilize AI tools to improve financial processes.

Servicios

100% work tools provided

Kindle with professional books

Extended maternity/paternity leave

Option to own company shares

15 vacation days per year

Online therapy sessions covered

Team syncs in various locations

Annual team gathering

Formación

• 3+ years of experience in FP&A, financial analysis, or similar role.
• Strong skills in financial modeling and presenting insights to stakeholders.
• Experience automating financial processes.

Responsabilidades

• Responsible for financial planning and analysis across the business.
• Build models, forecast results, and analyze performance.
• Drive automation and efficiency in financial reporting.

Conocimientos

FP&A

Financial modeling

Forecasting

Financial analysis

Bilingual (Spanish–English)

Herramientas

SQL

Excel

Google Sheets

Power BI

Tableau

Python

Descripción del empleo

About us

Platzi is the largest technology school in the Hispanic world with over 5 million students and 4,000 companies trusting us to deliver effective online education. Our mission is to make Latin America a technology superpower. We do it by training companies and individuals in areas such as AI, Cybersecurity, English, Programming and Leadership.

As an industry leader, our presence is highlighted by our massive and fanatic community, extensive press coverage and a daily stream of success stories from students. We operate mostly remote, with key offices in Bogotá, Medellín and Mexico City.

Summary

We’re building an AI-first Finance team at Platzi. As a Financial Planner, you’ll help transform how we make decisions faster, more data-driven, and highly automated. This role is ideal for someone who loves the intersection of finance, data, and AI, and who enjoys creating tools and models that go beyond traditional reporting.

Description

In this role, you’ll be responsible for financial planning and analysis across all parts of the business B2C, B2B, and new products. You’ll build models, forecast results, analyze performance, and translate data into insights that inform key decisions. You’ll work closely with Finance leadership and cross‑functional teams including Product, Growth, Education, and Enterprise.

A big part of your job will be driving automation and efficiency. You’ll use SQL, AI tools, and automation platforms like n8n to clean and transform data, automate reports and reconciliations, and prototype new dashboards or workflows. You’ll constantly ask, “How can this be simpler or faster?” and take the initiative to make it happen.

You’ll also act as a business partner helping teams understand how financial metrics connect to business goals, defining and tracking key KPIs (revenue, churn, CAC, LTV, margins, pricing, etc.), and preparing materials for leadership and board discussions.

Qualifications

• 3+ years of experience in FP&A, financial analysis, or a similar finance role.
• Strong skills in financial modeling, forecasting, and presenting insights to stakeholders.
• Proven experience improving or automating financial or operational processes.
• Advanced command of Excel and Google Sheets.
• Proficiency in SQL for data extraction and analysis.
• Experience with business intelligence tools (Power BI, Tableau, Looker, or similar).
• Curiosity and hands‑on experience with AI tools (LLMs, copilots, n8n, or similar automation platforms).
• Bilingual (Spanish–English) with strong written and verbal communication skills.

Nice to have:

• Experience using Python for data analysis or automation.
• Background in tech, SaaS, or subscription‑based businesses.
• Experience building dashboards or self‑serve tools for non‑finance teams.

💻 Hardware

With Platzi's help, you will have 100% of the necessary work tools such as a laptop, smartphone, desk, ergonomic chair, monitor, and other accessories.

📗 Books

We provide you with all the books you need to grow professionally on Kindle, and we give you the Kindle too 😉.

🐣 Maternity/Paternity Leave

At Platzi, we believe in gender equity and the importance of parents in the upbringing and care of their children. We make this a reality for new mothers and fathers through extended maternity and paternity leave.

💸 Option Pool

All members of the Platzi Team have the opportunity to own a part of Platzi and have company shares.

🌴 Vacation

You have 15 days of vacation per year regardless of the country you are in, starting from the moment you join the team.

💆♂️ Online Therapy

We care about your emotional health by covering the first four online therapy sessions with specialized companies.

🌐 Team Syncs

Although we are in different parts of the world, Platzi teams meet in person during the year to exchange ideas, build, and strengthen bonds.

🏖️ Villa Platzi

Every year, the entire team gathers somewhere in the world for a week to meet face‑to‑face, get to know each other, have interesting discussions, and plan ambitious projects.