Financial Planning Analyst

Sagan Recruitment; Ciudad de México; Remote; MXN 260,000 - 416,000; Full time

Job summary

Sagan Recruitment is seeking an FP&A Analyst to support forecasting, budgeting, and financial modeling for a remote Latin America-based role. You will build and interpret models to explain performance drivers and inform leadership decisions.

You will work on budget-versus-actual analyses, monthly reporting, and cost reviews of vendors and haulers. Strong Excel skills and clear communication with senior leaders are essential.

Qualifications

• At least two years of hands-on budgeting and forecasting experience.
• Advanced Excel skills and direct experience building financial models.
• Experience using Power Query, Power Pivot or DAX formulas; Power BI alone does not meet this requirement.
• PowerPoint proficiency for presenting analysis to leadership.
• Ability to explain the causes of variances and trends, beyond reporting the numbers.
• Experience translating financial analysis into recommendations.
• A work history that demonstrates substantive FP&A responsibilities. Bookkeeping, AP/AR, tax, transaction processing, or data entry alone does not meet the role's requirements.
• Availability for the full Monday–Friday EST schedule.

Responsibilities

• Support budgeting and forecasting with hands-on analysis and financial models.
• Compare actual performance with budgets and explain material variances.
• Analyze financial trends and identify the drivers behind changes in results.
• Prepare monthly reporting that makes performance understandable to the CFO and leadership.
• Review vendor and hauler costs and assess their effect on financial performance.
• Contribute analysis related to pricing, RFPs, and late fees.
• Use advanced Excel to organize financial information, build models, and test assumptions.
• Present findings in PowerPoint and explain your conclusions clearly.
• Recommend practical fixes based on what the analysis shows.

Skills

Budgeting

Forecasting

Advanced Excel

Power Query/DAX

PowerPoint

Variance Analysis

FP&A Experience

Tools

Power BI

Job description

Job Title: FP&A Analyst — Forecasting and Financial Modeling

Location: Remote — Latin America

Salary Range: USD $1,250–$2,000 per month

Work Schedule: Monday–Friday, 8:00 AM–5:00 PM EST

About Sagan

Sagan connects international professionals with remote opportunities at U.S. businesses.

About the Role

Support the CFO with hands-on financial planning and analysis, from budgeting and forecasting to explaining the drivers behind performance. This role is for an analyst who can build models, interpret variances, and turn financial information into recommendations leadership can act on.

You will work on budget-versus-actual results, trends, monthly reporting, and costs. The work includes examining vendor and hauler costs, pricing, RFPs, and late fees. Strong Excel and modeling skills matter because the position requires analysis of business drivers, rather than a focus limited to transaction processing or data entry.

Key Responsibilities

• Support budgeting and forecasting with hands-on analysis and financial models.
• Compare actual performance with budgets and explain material variances.
• Analyze financial trends and identify the drivers behind changes in results.
• Prepare monthly reporting that makes performance understandable to the CFO and leadership.
• Review vendor and hauler costs and assess their effect on financial performance.
• Contribute analysis related to pricing, RFPs, and late fees.
• Use advanced Excel to organize financial information, build models, and test assumptions.
• Present findings in PowerPoint and explain your conclusions clearly.
• Recommend practical fixes based on what the analysis shows.

Qualifications

• At least two years of hands-on budgeting and forecasting experience.
• Advanced Microsoft Excel skills and direct experience building financial models.
• Hands-on experience using Power Query, Power Pivot or DAX formulas; Power BI alone does not meet this requirement.
• PowerPoint proficiency for presenting analysis to business leadership.
• Ability to explain the causes of variances and trends, beyond reporting the numbers.
• Experience translating financial analysis into recommendations.
• A work history that demonstrates substantive FP&A responsibilities. Bookkeeping, AP/AR, tax, transaction processing, or data entry alone does not meet the role's requirements.
• Availability for the full Monday–Friday EST schedule.