FO SAM Team Lead

Schneider Electric

Monterrey

Hybrid

MXN 1,000,000 - 1,300,000

Full time

20 hours ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Schneider Electric in Mexico City (preferred) or Monterrey seeks a Finance Specialist to support the South America Business Finance organization in a hybrid role spanning regional FP&A and GSC finance transformation, partnering with finance leaders and local teams to drive forecasting accuracy and performance insights.

You will consolidate results across South America, prepare executive-level reports, develop financial models, and train users on EPM and SAP tools while maintaining data integrity

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field is required.
  • MBA, CFA, or equivalent advanced qualification is a plus and highly desirable.
  • 7+ years of FP&A, GSC Finance, or related finance experience with multi-country exposure.
  • Strong forecasting, consolidation, planning, and P&L management experience.
  • Experience supporting finance transformation, systems implementation, user testing, or change adoption is a plus.

Responsibilities

  • Drive quarterly and annual forecasting processes across South America.
  • Support budgeting, strategic planning, and long-range financial planning activities.
  • Coordinate inputs from country finance teams and consolidate regional outlooks.
  • Monitor forecast accuracy, identify risks and opportunities, and partner with stakeholders to drive results.
  • Consolidate financial results, forecasts, and plans across South America and prepare executive-level reports.

Skills

Financial Analysis
Forecasting
Data Visualization
Excel Modeling

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
MBA, CFA, or equivalent advanced qualification is a plus

Tools

SAP
EPM
Power BI

Job description

Finance Specialist - South America Business Finance
Role Overview

We are seeking a highly motivated and analytical Finance Specialist to support the South America Business Finance organization in a hybrid role combining regional financial planning and performance management with the continued finance transformation of Global Supply Chain (GSC) activities. This position will partner closely with finance leaders, GSC stakeholders, the CoCe team, and local teams across South America to drive forecasting accuracy, performance insights, EPM adoption, process understanding, and effective knowledge transfer. The ideal candidate combines strong financial acumen with solid systems expertise, exceptional communication skills, and the ability to operate effectively in a fast-paced, multicultural environment.

Key Responsibilities
Financial Planning & Forecasting
  • Drive quarterly, and annual forecasting processes across South American countries.
  • Support budgeting, strategic planning, and long-range financial planning activities.
  • Coordinate inputs from country finance teams and ensure timely consolidation of regional outlooks.
  • Monitor forecast accuracy and identify risks and opportunities to financial performance.
  • Business partnering with multiple stakeholders to understand and drive results.
Business Performance & Margin Analysis
  • Conduct detailed revenue, gross margin, and profitability monthly analysis across the region.
  • Analyze business drivers, variances, trends, and key performance indicators.
  • Provide actionable recommendations to improve business performance and support decision-making.
  • Develop financial models and scenario analyses to assess business opportunities and risks.
Consolidation & Reporting
  • Consolidate financial results, forecasts, and plans across all South America countries.
  • Prepare executive-level financial reports, presentations, and insights for regional leadership.
  • Ensure consistency and integrity of financial data across countries and reporting cycles.
  • Partner with local finance teams to resolve reporting discrepancies and improve data quality.
GSC Back Office Finance Transformation & EPM Enablement
  • Support the continued finance transformation of GSC Back Office activities across South America.
  • Actively participate in EPM training sessions, process walkthroughs, user testing, and deployment-readiness activities.
  • Develop a strong understanding of GSC operating flows, P&L impacts, Back Office processes, and EPM functionality.
  • Serve as a bridge between transformation teams and local finance teams, translating new processes and system capabilities into clear, practical guidance.
  • Prepare and deliver training sessions, knowledge-transfer materials, and ongoing support for local teams.
  • Create, consolidate, validate, and analyze GSC Back Office financial results, ensuring data quality and consistent reporting across the region.
  • Build effective relationships with South America GSC stakeholders and collaborate closely with the CoCe team to drive adoption, standardization, and continuous improvement.
Cross-Functional Partnership
  • Collaborate with Business Finance, Center of Excellence, Competency Center, Transformation, and Corporate Finance stakeholders.
  • Support financial reviews, business rhythm processes, and leadership discussions.
  • Drive process improvements and standardization across the region.
Qualifications
Education
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
  • MBA, CFA, or equivalent advanced qualification is a plus.
Experience
  • 7+ years of experience in Financial Planning & Analysis (FP&A), Business Finance, Commercial Finance, GSC Finance, or related finance roles.
  • Experience supporting multi-country or regional finance operations preferred.
  • Strong background in forecasting, consolidation, planning, financial analysis, and P&L management.
  • Proven experience performing detailed margin and profitability analysis.
  • Experience supporting finance transformation, systems implementation, user testing, training, or change-adoption initiatives is highly desirable.
  • Exposure to Global Supply Chain finance or Back Office financial processes is a strong advantage.
Technical Skills
  • Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
  • Hands-on experience with SAP and Enterprise Performance Management (EPM) tools; experience with EPM testing, deployment, or user enablement is highly desirable.
  • Experience with Power BI and financial reporting systems is highly desirable.
  • Strong understanding of financial statements, P&L flows, management reporting, planning processes, and GSC finance concepts.
  • Ability to translate complex system and process concepts into clear training materials and practical guidance for finance users.
Language Requirements
  • Fluent English and Spanish (mandatory).
  • Portuguese is highly desirable and considered a strong advantage.
Leadership & Behavioral Competencies
  • Proven leadership capabilities through influence and cross-functional collaboration.
  • Strong resilience and ability to manage ambiguity in a dynamic business environment.
  • Excellent analytical and problem-solving skills.
  • Strong executive communication and storytelling abilities.
  • High attention to detail with the ability to maintain a strategic perspective.
  • Ownership mindset with a strong focus on execution and results.
  • Ability to work independently while effectively managing multiple priorities and deadlines.
  • Strong interpersonal skills and the ability to build relationships across countries and cultures.
Preferred Profile

We are looking for an individual who thrives in a regional and transformation-driven environment, can translate complex financial and system information into actionable business insights, and is capable of influencing decision-making across diverse stakeholders. The ideal candidate combines strong Business Finance and P&L expertise with an understanding of GSC processes, systems curiosity, training capabilities, leadership presence, and a continuous improvement mindset. Success in this role requires the ability to connect global transformation initiatives with local execution and to work collaboratively with South America GSC stakeholders and the CoCe team.

Location: Mexico City (preferred) or Monterrey

Function: Business Finance / GSC Finance Transformation

Scope: South America

Reporting To: Business Finance Manager / Regional Finance Lead

Rewards designed for you

Our Total Rewards is our way of saying: We see you and we value you. It’s more than just pay and benefits—it’s a meaningful investment in you. It is designed to help you perform, grow, feel safe, and elevate your potential. The package helps you care for yourself and your family, plan your future, grow your skills and career, collaborate in an inclusive workplace, and contribute to your community. At Schneider Electric, we’re here for what matters most to you.

  • Country-specific programs and initiatives may be available.
Looking to make an IMPACT with your career?

When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us.

IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.

We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.

€40 billion global revenue

+9% organic growth

150 000+ employees in 100+ countries

Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and ‘inclusion’ is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.

At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here

Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status or any other legally protected characteristic or conduct.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Specialist, Business Finance Commercial
Specialist, Business Finance Commercial

Schneider Electric • Monterrey

On-site
MXN 1,200,000 - 1,800,000
Country-specific programs
Finance Intern (Tlaxcala, Acuamanala)
Finance Intern (Tlaxcala, Acuamanala)

Schneider Electric • Tlaxcala de Xicohténcatl

On-site
MXN 45,000 - 78,000
Senior Specialist, Business Finance Supply Chain and Equipments
Senior Specialist, Business Finance Supply Chain and Equipments

Schneider Electric • Tijuana

On-site
MXN 1,000,000 - 1,600,000
Finance Intern (Querétaro)
Finance Intern (Querétaro)

Schneider Electric • Santiago de Querétaro

On-site
MXN 134,000 - 201,000
Senior Project Manager, Manufacturing Transformation (SAP S/4HANA)
Senior Project Manager, Manufacturing Transformation (SAP S/4HANA)

Schneider Electric • Ciudad de México

On-site
MXN 1,200,000 - 1,500,000
Business Strategy & Offer Management Intern (Polanco, CDMX)
Business Strategy & Offer Management Intern (Polanco, CDMX)

Schneider Electric • Ciudad de México

Hybrid
MXN 167,000 - 246,000
Specialist, Business Finance Multi-disciplinary
Specialist, Business Finance Multi-disciplinary

Schneider Electric • Monterrey

On-site
MXN 600,000 - 900,000
GSC SAM Sr. Business Analyst
GSC SAM Sr. Business Analyst

Schneider Electric • Monterrey

On-site
MXN 600,000 - 900,000
Finance Process Excellence & Digital Transformation Analyst
Finance Process Excellence & Digital Transformation Analyst

Schneider Electric • Mexico

On-site
MXN 900,000 - 1,300,000
Payroll Manager MX & CAM
Payroll Manager MX & CAM

Schneider Electric • Monterrey

On-site
MXN 900,000 - 1,300,000