Investment Management Analyst

Chubb; A distancia; MXN 400,000 - 600,000; A tiempo parcial

Descripción de la vacante

A leading global insurance provider is seeking an IT Financial Analyst in Mexico to drive financial planning and forecasting efforts within the Chief Technology Office. Responsibilities include collaborating with program managers, processing invoices, and delivering financial insights to enhance decision-making. Candidates should possess strong analytical abilities, 7+ years of experience in financial analysis, and proficiency in tools like Excel and Power BI. This position requires excellent communication skills to present insights effectively to stakeholders.

Formación

• 7+ years of experience as a financial analyst.
• Experience in financial planning, forecasting, and budgeting.
• Minimum 2+ years in finance-heavy roles, such as FP&A or financial analyst.

Responsabilidades

• Assist in developing financial forecasts for the commercial business.
• Analyze customer plans to ensure financial expectations are met.
• Provide financial analysis for major business proposals.

Conocimientos

Financial planning

Forecasting

Budgeting

Analytical skills

Communication skills

Project management

Educación

Bachelor's degree in finance

Herramientas

Microsoft Excel

Power BI

Descripción del empleo

Requirements

• 7+ years of experience working as a financial analyst
• Experience in financial planning, forecasting (CAPEX or Project), and budgeting
• Excellent written and verbal communication skills. Strong ability to present and speak to period forecasts
• Strong ability to partner with multiple PepsiCo internal teams and external partners so to effectively manage and deliver period forecasts within plan.

Day-to-Day

Insight Global is looking for an IT Financial Analyst to join a Fortune 100 client remotely in Mexico City. The IT Financial Analyst will be focused within financial planning/forecasting within the Chief Technology Office organization. You will need to be comfortable collaborating with program delivery leads/program managers/project managers/IT leaders to maintain an understanding of project deliverables as estimated and planned. You will create POs and process reoccurring inbound and outbound invoices. You will partner with the client and various internal sector finance groups to release budgets in a timely manner after project investment approvals are made. You will also present financial reviews with PepsiCo leadership each period and prepare and present forecast details.

Relay Human Cloud is a global leader in staffing solutions, dedicated to connecting talented individuals with opportunities worldwide. We are committed to empowering both individuals and companies through our top-notch staffing services.

About the Role

We are seeking a highly motivated and analytical FP&A Analyst to join our growing team. This individual will support the delivery of high-impact financial insights, participate in transaction due diligence, and work closely with clients across a variety of sectors. The ideal candidate thrives in a fast-paced, client-focused environment and is eager to take ownership of critical deliverables.

What you’ll do:

• Build and refine models from scratch.
• Cashflow projections.
• Sensitivity tables.
• Debt/Leverage modeling.
• Valuation.
• Partner with our team to deliver financial insights for decision making.

Qualifications

• Minimum 2+ years of full-time experience in finance-heavy roles.
• FP&A or Financial Analyst roles.
• Transaction / Deal Advisory or Valuation.
• Real estate underwriting or investment analysis.

Financial Analyst – Commercial Business Partner

Financial Analyst – Commercial Business Partner

Position Summary

This position is responsible for assisting in the development and analysis of a monthly Commercial forecast. In addition, the Financial Analyst – Commercial Business Partner, will assist in the transfer of financial knowledge and the reinforcement of financial principles to the Commercial Organization. Key Result Areas include achieving results with regards to delivering Commercial Gross Margin plan/forecast through analysis, insight and supporting decision making.

Responsibilities

Specific Accountabilities

• Lead the customer teams during business planning by providing financial and business analysis (in collaboration with the Finance COE); analyze customer plans to ensure financial expectations are achieved.
• Investigate and provide understanding about Market/Cluster Performance, Outlook and Risk profile, through analysis and partnering with Commercial Teams.
• Provide decision support to Commercial Teams to help optimize Energizer’s sales and profit growth.
• Manage the Trade Spend funds to optimize ROI and ensure financial goals are met.
• Provide financial analysis for major proposals affecting the business; e.g. contract renewals, line reviews and competitive pressures.
• Support delivery of system & process improvements through collaboration with TG COE and engagement with the commercial team.
• In depth evaluation (review & commentary on trends & anomalies) and reporting to key stakeholders for month end close activities & reports - examples: Monthly Flash Report (MFR), GSR and Working Capital Reconciliation, etc.
• Establish follow-up actions to; course correct poor performance, or amply good outcomes.

What we are looking for

Required Skills and Experience

• Bachelor’s Degree or equivalent experience.
• Min 3-5 years business experience.
• Complexity: Most likely single market, in direct BP responsibility. Multi in support role.
• Ability to work under pressure in a fast-paced and changing environment, delivering quality output while adhering to tight deadlines
• Proficient in Microsoft Excel, Word, PowerPoint
• Excellent written and oral skills
• English written, speaking and reading

Behavioral

• Strategic Thinking
• Developing the Organization

Professional

• Financial Integrity
• Driving Insights from Data

Technical

• Financial Analysis
• Planning budgeting & forecasting

Preferred Skills and Experience

We’re looking for someone who blends deep FP&A expertise with a transformation-driven mindset. This role fits someone who’s comfortable owning the day-to-day financial rhythm while also pushing for better processes, cleaner data, and smarter decision-making. The ideal candidate thrives in a dynamic environment where precision, collaboration, and forward-thinking matter.

Key Responsibilities

• Own budgeting, forecasting, and reporting for Opex across multiple departments, ensuring accuracy and alignment with business goals.
• Build, maintain, and distribute financial models, dashboards, and reports that track Opex performance and highlight actionable insights.
• Partner with department leaders and finance executives to provide analysis, recommendations, and decision support around spending trends and cost optimization.
• Manage Opex data accuracy, including allocations, updates, and reconciliations for finance and business stakeholders.
• Support accounting during month-end close, including allocations, accruals, and variance analysis to ensure timely and accurate reporting.

Required Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or related field.
• Advanced degree or certification (CPA, CFA, MBA) preferred.
• Experience balancing hands‑on financial operations with process improvement or transformation initiatives.
• Proficiency with Adaptive Insights (Workday Adaptive Planning), advanced Excel (Power Query, VBA), and visualization tools such as Power BI or Tableau.
• Strong communication and collaboration skills, with the ability to partner with and influence senior stakeholders.

Preferred Qualifications

• Experience leading or contributing to FP&A transformation or standardization efforts.
• Background in consulting or large enterprise FP&A teams managing Opex workflows and strategic initiatives.
• Strong project management skills with the ability to balance operational detail with strategic thinking.

Nice to Have

• SaaS industry experience.
• Experience with financial planning tools such as Anaplan, Pigment, or Board.
• Strong proficiency in Power BI.

Let me know if you have any questions!

Senior Financial Planning Analyst - Consumer Packaged Goods (CPG)

Location: Remote (Latin America)

Working Schedule: Part-time to start, with flexibility. Ideal overlap of ~6 hours with Pacific Time (9am–4pm PT)

Compensation: $21–$4 USD/hour · Part-time (up to 6 hours per day )

Overview

We’re looking for a Senior FP&A Analyst to deliver high‑quality, board‑ready financial planning and analysis for a fast‑growing CPG client ($10 + revenue, scaling to ~ 20M, VC‑backed). This role will support a fractional CFO and must be able to build strong models, produce insightful variance analysis, and create clean, visually compelling deliverables.

Responsibilities

• Build and maintain a 3‑statement financial model (fully linked IS/BS/CF).
• Create supporting schedules within the model (e.g., payroll schedule , debt schedule , drivers‑based forecasting).
• Produce a weekly finance flash report (PowerPoint or equivalent): sales, shipments, cash position, key updates.
• Create and maintain a KPI dashboard (Excel or Power BI) including:
• Profitability by SKU , customer , and sales channel
• Progress‑to‑goal visuals and executive‑friendly summaries
• Lead budget vs. actual tracking and monthly variance analysis , clearly explaining drivers and changes.
• Provide high‑quality analysis and communication that supports CFO‑level decision‑making.

Requirements — Must‑Have

• 4-5 years of FP&A / finance / analytical experience (senior analyst level).
• Proven ability to build 3‑statement models and drivers‑based forecasts.
• Experience working in Manufacturing industries (inventory‑based businesses).
• Strong business writing and communication skills
• Ability to work independently and reliably deliver board‑level quality.
• Bachelor’s degree in Finance, Accounting, Economics , or related field.

Nice‑to‑Have

• Direct‑to‑consumer analytics exposure (e.g., CAC, LTV, AOV , ad spend ROI, Amazon/web channel performance).
• Background supporting or reporting into a fractional CFO / board reporting cadence.

Legal Analyst – Financial & Regulatory Focus (Remote)

Legal Analyst – Financial & Regulatory Focus (Remote)

Salary Range: USD $1500 - $1800 per month

About the Company

Our client is a fast‑growing private investment firm focused on helping small‑cap public companies reach their full potential. With increasing interest in their services, they’re expanding their team and are looking for a sharp, driven professional with a legal background to support operations as the company scales.

About the Role

We’re looking for a Legal Analyst with a strong foundation in Mexican law and an interest in the financial and regulatory landscape in the U.S. You’ll work closely with the Operations Officer and Founders, supporting the team on legal documentation, compliance‑related matters, research, and organization of contracts and investment‑related documents. You’ll thrive in this role if you’re a fast learner, proactive, and eager to work in an international, fast‑paced environment.

This is an ideal role for someone who’s legally trained in Mexico but eager to learn about U.S. financial regulations and work within a global investment context.