Strategic Finance Expert

Clara; Ciudad de México; Hybride; MXN 900 000 - 1 800 000; Plein temps

Avantages offerts par ce poste

Competitive salary and ESOP

Multicultural team: Portuguese,Spanish

Annual learning budget

High-ownership environment

Hybrid work model

Flexible vacation

Résumé du poste

Clara is a fast-growing B2B fintech in Latin America, seeking a Strategic Finance Expert to shape our business and financial strategy. You will develop dashboards, analyze ROI of products, and partner with leaders across regions to drive efficiency and growth.

Join a high-growth team prioritizing AI-enabled analysis, scalable financial modeling, and cross-functional collaboration to accelerate impact in Latin America's payments landscape.

Qualifications

• Bachelor's degree in finance, economics, business or related field.
• 3–4 years in investment banking, VC, management consulting, and/or data science.
• Experience in startups or fintech is a plus.
• Active user of AI tools for financial analysis and automation.
• Strong Excel modeling skills and ability to build scalable models.
• Excellent communication and executive-level presentation skills.
• Bilingual in English and Spanish or Portuguese.

Responsabilités

• Maintain Clara's consolidated corporate finance model with monthly forecasts and KPIs.
• Improve processes to drive financial reporting accuracy and efficiency.
• Oversee SG&A budgeting and cost optimization.
• Build TAM analyses and financial projections for new launches.
• Develop dashboards and reporting for finance and leadership.
• Perform ad hoc analyses: unit economics, working capital, cash flow.
• Partner with global/local leadership to influence strategic decisions.
• Support sales, growth, product with data-driven recommendations.
• Establish strong cross-functional relationships.
• Prepare board packs, investor updates, and data-room materials.

Connaissances

AI tools usage

Financial modeling in Excel

Data analysis

Communication skills

Bilingual English & Spanish/Portuguese

Formation

Bachelor's degree in finance/economics/business

Outils

Excel

BI tools

Dashboards

Description du poste

Clara is the fastest-growing company in Latin America. We've built the leading solution for companies to make and manage all their payments. We already help over 20,000 large and growing businesses operate with agility and financial clarity through locally issued corporate cards, bill pay, financing, and a powerful B2B platform built for scale.

Clara is backed by some of the most successful investors in the world, including top regional VCs like monashees, Kaszek, and Canary, and leading global funds like Notable Capital, Coatue, DST Global Partners, ICONIQ Growth, General Catalyst, Citi Ventures, SV Angel, Citius, Endeavor Catalyst, and Goldman Sachs - in addition to dozens of angel investors and local family offices. We’re building the financial infrastructure that powers high-performing organizations across the region. We invite you to join us if you want to be part of a fast-paced environment that will accelerate your career and support you to do some of the best work of your life alongside a passionate and committed team distributed across the Americas.

What you'll do

We are seeking a highly motivated and analytical Strategic Finance Expert to join our dynamic finance team. You will play a key role in developing and shaping our business and financial strategy, as well as executing on a number of high-impact cross-functional initiatives at the company.

You will help us better understand our business model to drive continuous improvement of KPIs, collaborate with business partners to evaluate the ROI of products, features, and initiatives and leverage AI to develop dashboards and analytical tools that will guide the executive team.

This position presents a rare opportunity for accelerated professional growth and development, regular exposure to Clara’s leadership team, and the chance to make an impact on B2B financial services in Latin America.

We’re prioritizing applicants based in Mexico City and São Paulo.

Responsibilities

Strategic finance

• Maintain Clara's consolidated corporate finance model, including updates to monthly forecasts, financial KPIs, balance sheet, and cash flow projections.
• Drive financial and operational efficiencies by improving processes and ensuring accurate financial reporting and analysis.
• Oversee and monitor SG&A, ensuring budget alignment and driving cost efficiencies and process optimization.

New business initiatives

• Build business cases including TAM analysis and financial projections to support new product launches and feature releases, prioritizing projects based on highest ROI.
• Develop reporting and dashboards to advise and inform the finance team and executive leadership on new product performance.
• Conduct ad hoc financial analysis including unit economics, working capital management, cash flow forecasting, and customer acquisition efficiency models.

Business partner strategic analysis

• Work closely with global and local leadership teams, providing financial insights to influence strategic business decisions that improve financial performance, including internal business review and planning materials.
• Act as a business partner by supporting sales, growth, product, and other teams with data-driven recommendations.
• Establish and maintain strong working relationships with key stakeholders across the organization.

Investor relations

• Support preparation of board packs, investor updates, and associated financial reporting.
• Build and update data room materials for equity and debt fundraising purposes.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• 3 - 4 years of experience in investment banking, venture capital, management consulting (MBB preferred), and / or data science. Experience in startups or fintech is a plus.
• You are already an active user of the latest and greatest AI tools, building custom workflows, dashboards, and applications for complex financial analysis.
• You can also build scalable, efficient, and intuitive financial models in Excel with ease.
• Highly results-driven with strong organizational skills, a collaborative mindset, and exceptional attention to detail.
• Ability to work independently, take initiative, and manage multiple time-sensitive priorities simultaneously.
• Excellent communication and presentation skills, with experience preparing materials and analysis for executive-level audiences.
• Bilingual proficiency in English as well as Spanish or Portuguese is required.

Why join Clara

At Clara, you’ll have the autonomy, speed, and support to make meaningful impact — not just on your team, but on how organizations are run across Latin America.

Who we are

We’re the leading B2B fintech for spend management in Latin America.

Certified as one of the world's fastest-growing companies, a Great Place to Work, and a LinkedIn Top Startup.

Passionate about making Latin America more prosperous and competitive.

Constantly innovating to build financial infrastructure that enables each of our customers to thrive.

Product-led, high-talent-density culture — designed for builders who raise the bar.

Proud of our open, inclusive, and values-driven environment.

What we believe in

#Clarity. We say things clearly, directly, and proactively.

#Simplicity. We reduce noise to focus on what really matters.

#Ownership. We take responsibility and never wait to be told.

#Pride. We build products and experiences we’re proud of.

#Always Be Changing (ABC). We grow through feedback, risk-taking, and action.

#Inclusivity. Every voice counts. Everyone contributes to our mission.

What we offer

• Competitive salary and stock options (ESOP) from day one
• Multicultural team with daily exposure to Portuguese, Spanish, and English (our corporate language)
• Annual learning budget and internal accelerated development paths
• High-ownership environment: we move fast, learn fast, and raise the bar — together
• Smart, ambitious teammates — low ego, high impact
• Flexible vacation and hybrid work model focused on results

Claridians in a hybrid mode split their time between working from the office, talking to or visiting customers, or working from home. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for each individual and team.

We don't enforce a minimum number of days for most roles, but you're expected to spend time at the office organically, and be at the office most days during your ramp-up or when required by your leader.