Job Overview
Objective of the Role
Act as a strategic financial advisor to business leaders, embedding financial insights into operational decisions and long-term planning. This role fosters cross-functional collaboration, drives value creation, and ensures financial sustainability across the organization.
Main Responsibilities
• Partner with Commercial, Marketing, Product, and Tech teams to evaluate financial impact of initiatives, campaigns, and pricing strategies.
• Lead business case development and financial modeling for strategic projects, pilots, and new product launches.
• Provide financial recommendations to leadership on resource allocation, investment prioritization, and pricing decisions.
• Facilitate planning cycles by integrating financial perspectives into strategic roadmaps and OKRs.
• Monitor performance against budget and forecast, identifying drivers of variance and proposing mitigation strategies.
• Conduct market and competitor analysis to inform strategic positioning and margin optimization.
• Support decisions related to customer profitability, working capital, and operational efficiency.
• Promote financial literacy and accountability across business units through training and coaching.
• Collaborate with Data and Strategy teams to align KPIs and ensure consistent performance tracking.
• Serve as finance liaison for external consultants, supporting audits, tax matters, and regulatory compliance.
• Drive continuous improvement in financial processes, systems, and reporting standards.
• Influence cross-functional teams by translating financial insights into strategic actions.
• Represent Finance in cross-functional governance forums, ensuring alignment between financial goals and business execution.
Required Knowledge and Experience
• Bachelor’s degree in finance, Accounting, Economics, Industrial Engineering, or related field.
• Location: Monterrey
• Experience: 1-3 years in financial business partnering, or strategic finance roles.
• Strategic thinking and stakeholder management
• Strong financial analysis and modeling capabilities
• Excellent communication and storytelling with data
• Proficiency in Excel, PowerPoint, and BI tools (e.g., Tableau, Power BI)
• ERP system knowledge and process improvement mindset
• Fluent in English (oral and written)
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