Financial Analyst

Vintti; Mexico; On-site; PHP 5,313,000 - 7,813,000; Full time

Job summary

Vintti seeks a proactive Financial Analyst to support a U.S.-based financial services firm. You will build and maintain three-statement models, forecast cash flows, and analyze performance for multiple clients.

The role focuses on delivering data-driven insights to CFOs/Controllers, collaborating on PE-backed funding, acquisitions, or sales, and ensuring accurate month-end updates. Strong Excel, AI tools, and English communication are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 3–5 years of experience in financial analysis, FP&A, or investment banking.
• Proven expertise in financial modeling (three-statement model).
• Strong command of U.S. GAAP principles.
• CPA or CMA certification.
• Experience working with U.S.-based teams or clients.
• Advanced proficiency in Excel and financial data tools, and AI tools.
• Excellent English communication skills (both written and verbal).
• Ability to work independently and proactively, with strong problem-solving skills.
• Experience in agriculture, construction or logistics industries.
• Knowledge of QuickBooks Online or other ERP systems (e.g., Famous, Sage).
• Exposure to private equity or capital injection projects.

Responsibilities

• Develop and maintain three-statement financial models (Income Statement, Balance Sheet, and Cash Flow).
• Conduct cash flow forecasting, financial performance analysis, and variance tracking.
• Support CFOs and/or Controllers with data-driven insights and actionable recommendations for U.S.-based clients.
• Analyze client financials to identify irregularities, trends, and optimization opportunities.
• Manage and update financial models after month-end close and other reporting cycles.
• Collaborate on projects involving private equity-backed funding, acquisitions, or sales.
• Work across multiple client accounts simultaneously, maintaining high-quality deliverables and communication.

Skills

Financial modeling

FP&A

Investment banking

Excel proficiency

English communication

Problem solving

Independent work

US GAAP

Experience with multiple clients

Education

Bachelor’s degree in Accounting, Finance, Economics

Tools

QuickBooks Online

Famous

Sage

ERP systems

AI tools

Job description

We are seeking a proactive and analytical Financial Analyst to join a dynamic U.S.-based financial services firm. The ideal candidate will have solid experience in financial modeling, strong understanding of U.S. GAAP, and a background in investment banking or FP&A. This position involves providing analytical support to CFOs/Controllers, delivering insights to clients, and maintaining financial models that drive strategic decision-making.

• Develop and maintain three-statement financial models (Income Statement, Balance Sheet, and Cash Flow).
• Conduct cash flow forecasting, financial performance analysis, and variance tracking.
• Support CFOs and/or Controllers with data-driven insights and actionable recommendations for U.S.-based clients.
• Analyze client financials to identify irregularities, trends, and optimization opportunities.
• Manage and update financial models after month-end close and other reporting cycles.
• Collaborate on projects involving private equity-backed funding, acquisitions, or sales.
• Work across multiple client accounts simultaneously, maintaining high-quality deliverables and communication.
• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 3–5 years of experience in financial analysis, FP&A, or investment banking.
• Proven expertise in financial modeling (three-statement model).
• Strong command of U.S. GAAP principles.
• Experience working with multiple clients in a dynamic environment.
• Advanced proficiency in Excel and financial data tools, and AI tools.
• Excellent English communication skills (both written and verbal).
• Ability to work independently and proactively, with strong problem-solving skills.
• Experience working with U.S.-based teams or clients.
• CPA or CMA certification.
• Experience in agriculture, construction or logistics industries.
• Knowledge of QuickBooks Online or other ERP systems (e.g., Famous, Sage).
• Exposure to private equity or capital injection projects.