Senior Financial Planning Analyst

Himalaya Wellness USA; United States; On-site; MXN 600,000 - 900,000; Full time

Job summary

Himalaya Wellness USA is seeking a Senior Financial Analyst to join the FP&A team in a fast-paced environment. The role reports to the CFO and supports planning, analysis, and decision-making across departments.

The ideal candidate has extensive finance experience, strong Excel and BI tool skills, and the ability to present complex data clearly. This is a full-time position based in Mexico City with a focus on driving profitability and reliable forecasting.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or related field.
• At least ten years of experience in finance, preferably in a complex analysis role.
• Strong budgeting, forecasting, and operating planning experience.

Responsibilities

• Assist in planning, budgeting, forecasting, and long-term planning.
• Analyze revenue, costs, expenses, and cash flow; identify variances.
• Perform customer and product profitability analysis and KPI maintenance.
• Prepare executive monthly presentations and month-end reporting.
• Support ad hoc analyses and build automated financial models and forecasts.
• Review actuals against forecasts and drive data-driven improvements.

Skills

Advanced Excel

PowerPoint

SAP

Power BI

Tableau

Financial modeling

Forecasting

Budgeting

AI tools

Education

Bachelor's degree in Finance/Accounting

CPA, CFA, or MBA (advantage)

Tools

None

Job description

Himalaya Wellness USA is seeking a Senior Financial Analyst to join our FP&A team in a fast-paced, ever-changing environment, sometimes under pressure. The ideal candidate remains flexible, proactive, resourceful, and efficient while maintaining a high level of professionalism. Reporting to the CFO, this role plays a key part in financial planning and works across all departments to provide financial and decision-support information to management and the business.

Duties and Responsibilities

• Assist in planning, developing, and executing the Annual Operating Plan (AOP); facilitate and manage budgeting, forecasting, and long-term planning.
• Analyze current and historical trends in key performance indicators — including revenue, cost of sales, expenses, and operating cash flow — identifying variances and recommending corrective actions.
• Perform customer and product profitability analysis.
• Create and maintain financial and operational KPIs.
• Prepare executive monthly presentations.
• Own month-end reporting and analysis, including monthly division reports and other ad hoc requests.
• Support ad hoc analysis for new business initiatives, including preparing complex financial analyses and maintaining financial models and forecasts.
• Review actuals against forecasts, investigate material variances, and build and maintain automated financial models, rolling forecasts, and variance-analysis tools — including AI-driven tools — for the executive and management team.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or a related field.
• At least ten years of experience in finance, preferably in a complex financial analysis capacity.
• Demonstrated accuracy in developing and tracking complex budgets.
• Excellent written and verbal communication skills.
• Excellent interpersonal skills, with the ability to develop and maintain cooperative, productive working relationships.
• Ability to work in a fast-paced environment and manage multiple deadlines and tasks with diplomacy.
• Strong ability to work under pressure, including on complex problems where the right approach isn't always obvious and requires judgment beyond the data.
• Previous experience in a financial analyst position preferred.
• Expert-level Microsoft Excel and strong PowerPoint skills, with the ability to manipulate and present complex information in a usable format.
• Experience using AI tools to automate routine tasks, accelerate data synthesis, and drive predictive forecasting.
• CPG, retail, or e-commerce experience preferred.
• Experience with Power BI, Tableau, or similar data-visualization/BI tools a plus.
• Strong knowledge of SAP a plus.
• CPA, CFA, or MBA a plus.
• Analytical: Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.
• Problem Solving: Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem‑solving situations; uses reason even when dealing with emotional topics.
• Project Management: Develops project plans; coordinates cross-functional input; communicates changes and progress; completes projects on time and within budget.
• Technical Skills: Assesses own strengths and weaknesses; pursues training and development opportunities; continuously builds knowledge and skills; shares expertise with others.
• Written Communication: Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet audience needs; presents numerical data effectively.
• Teamwork: Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to a positive team spirit; supports everyone's efforts to succeed.
• Himalaya Wellness USA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.