Financial Planning & Strategy Associate, Portfolio Company, Mexico City, Mexico | Mexico City, MX

PER, Private Equity Recruitment; Ciudad de México; Presencial; MXN 50,000 - 70,000; Jornada completa

Descripción de la vacante

A leading shelter services provider in Mexico is seeking a Financial Planning & Strategy Associate to drive strategic initiatives and enhance long-term economic impact. The ideal candidate will have 2+ years in private equity or related fields and be fluent in both English and Spanish. Responsibilities include leading financial initiatives and collaborating with top executives. Competitive salary and a role with significant exposure to decision-making are offered.

Formación

• At least 2 years of professional experience in private equity, investment banking, management consulting, or corporate finance.
• Ability to interpret financial statements and support budgeting.
• Self-starter attitude with strong problem-solving abilities.

Responsabilidades

• Lead high-impact strategic and financial initiatives.
• Collaborate with Co-CEOs and senior leadership on financial planning.
• Contribute to strategic growth in a fast-paced environment.

Conocimientos

Strong analytical and financial skills

Proficiency in Microsoft Excel

Proficiency in PowerPoint

Fluency in English

Fluency in Spanish

Descripción del empleo

When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply.

About our client

Our client is a leading shelter services provider with over 35 years of experience helping international companies thrive in Mexico. With a binational team and deep operational expertise, they support business growth across sectors such as aerospace, electronics, medical devices, and consumer goods. They're now seeking a Financial Planning & Strategy Associate to help drive strategic initiatives that enable world-class operations and promote long-term economic impact.
What the job involves

• Lead high-impact strategic and financial initiatives aimed at driving business development and revenue growth
• Collaborate directly with the Co-CEOs and senior leadership across departments to support financial planning, build forecasts, and prepare investment analyses and presentations
• Gain direct exposure to top-level decision-making through close collaboration with executives
• Contribute to strategic growth by taking ownership of cross-functional initiatives in a fast-paced, international environment
• Deepen your understanding of cross-border business within one of the world's most dynamic trade corridors

Who we are looking for

• At least 2 years of professional experience in private equity, investment banking, management consulting, corporate finance, or a related field
• Strong analytical and financial skills, with the ability to interpret financial statements and support budgeting, forecasting, and performance analysis
• Proficiency in Microsoft Excel and PowerPoint, with a data-driven mindset and attention to detail
• Interest in search funds, the shelter services model, and nearshoring trends in North America
• Entrepreneurial, self-starter attitude with strong problem-solving abilities
• Fluency in English and Spanish, essential for working in a bilingual, cross-border environment

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You will be redirected to the company’s website – you must complete the application on their platform to apply.

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