Financial Planning and Analysis Specialist

AXA Partners; Ciudad de México; On-site; MXN 1,000,000 - 1,600,000; Full time

Benefits offered by this job

Grocery vouchers

Savings fund

Life insurance

SGMM

Job summary

AXA Partners in Mexico City is seeking a Financial Planning and Analysis Specialist. You will lead multi-year plans, budgets, and forecasts, and drive the MBR process with data-driven storytelling for executive decision-making.

The role requires strong modeling, scenario analysis, and cross-functional collaboration, with a focus on data quality and continuous improvement. Fluency in English and Excel expertise are essential.

Qualifications

• 5+ years of experience in financial planning, analysis, or related roles in insurance/finance.
• Strong budgeting, variance analysis, and financial modeling skills.
• Proficiency in Excel and advanced financial tools; English fluency essential.

Responsibilities

• Lead multi-year financial plans, budgets, and forecasts aligned to goals.
• Drive MBR process by analyzing data, variances, and narratives for decisions.
• Build models for stress tests, scenario planning, and risk assessments.
• Synthesize data into clear reports and dashboards for executives.
• Partner with cross-functional teams to improve data quality and reporting.
• Create tailored ad-hoc reports for stakeholders across the organization.
• Maintain data integrity, confidentiality, and compliance with policies.
• Mentor and develop team members by sharing best practices.

Skills

Financial planning

Variance analysis

Excel

Financial modeling

Scenario analysis

English fluency

Education

Bachelor's degree in Accounting, Economics, Finance

Tools

ERP systems

Job description

Join AXA as a Financial Planning and Analysis Specialist – Drive Strategic Growth with Data-Driven Insights!

Are you passionate about transforming financial data into strategic decisions? Do you thrive in a collaborative environment where your insights directly impact business success? AXA is seeking a talented Financial Planning and Analysis Specialist to join our dynamic Finance team in Mexico City. Be part of a global leader committed to innovation, growth, and excellence!

What You’ll Be Doing

• Lead the development and management of multi-year financial plans, annual budgets, and forecasts, ensuring alignment with corporate goals.
• Drive the Monthly Business Review process by analyzing data, identifying variances, and crafting compelling narratives to inform decision-making.
• Build and utilize financial models to perform stress tests, scenario planning, and risk assessments that guide strategic initiatives.
• Synthesize complex data into clear, impactful reports and dashboards for executive audiences.
• Partner with cross-functional teams to improve data quality, streamline reporting processes, and support operational decisions.
• Create tailored ad-hoc reports to meet the specific needs of stakeholders across the organization.
• Maintain the integrity, confidentiality, and security of financial data, ensuring compliance with policies and regulations.
• Support the growth and development of team members by mentoring and sharing best practices.

What You’ll Bring

• At least 5 years of experience in financial planning, analysis, or related roles, preferably within insurance, finance, or consulting.
• Bachelor's degree in Accounting, Economics, Finance, or a related field.
• Strong expertise in budgeting, variance analysis, financial modeling, and scenario analysis.
• Proficiency in Excel and advanced financial tools; fluency in English is essential.
• Exceptional analytical thinking, strategic mindset, and attention to detail.
• Excellent communication skills, capable of translating complex data into clear insights.
• Proven ability to collaborate effectively across departments and influence decision-making.
• Proactive, organized, and committed to continuous improvement.

What We Offer

At AXA Partners, we’re appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. You can expect to receive:

• Grocery vouchers
• Savings fund
• Life insurance
• SGMM

We’re proud to be an Equal Opportunities Employer and don’t discriminate against employees or potential employees based on protected characteristics. If you have a long-term condition or disability and require adjustments during the application or interview process, please send an email to AXA Partners Global HR Response - [e-mail]

Who We Are

We’re AXA Partners, experts at designing and delivering assistance solutions and specialised insurance, credit, and lifestyle protection – with and for our partners worldwide. What sets us apart? The expertise and passion of our 8,500+ people, and a strong network of over 55,000 professionals all over the world. Powered by them and our sector‑leading technology, we continuously evolve, adapt and thrive – offering solutions and services that make sure we’re always at people’s side, no matter what. Helping others is our passion. Combining the best digital technology with our warm, human touch, we’re always looking at new ways to offer seamless and reassuring experiences when it really matters.

Join a company that helps protect the forests! At AXA Partners, we plant a tree for every new recruit (with a permanent contract)