Planning & Performance Analyst

Job category

Finance

Experience level

Intermediate

Relocation available

This role is not eligible for relocation

Job type

Professionals

Travel required

No travel is expected with this role

Job code

RQ112594

Entity:

Finance

Job Family Group:

Finance Group

Job Description:

The GBS Finance Analyst, working with minimal direction, performs in‑depth solve of issues caused by systems, interfaces, master data, or processing errors across the settlement and reconciliation process. This role researches and resolves advanced issues from the team, business partners, or third parties, provides real‑time operational support, and develops documentation and training materials. The analyst also delivers analysis and feedback for new initiatives, recurring issues, and all facets of the settlement and reconciliation process.

Key Accountabilities

Prepare volume reports and team metrics, analyze variances, and communicate results.

Monitor key reports and performance indicators.

Review and update allocations.

Evaluate and identify gaps in current processes to ensure appropriate control measures are in place.

Update dashboards and performance tracking tools.

Recommend improvements to existing processes.

Support the team in delivering continuous improvement initiatives.

Lead process enhancements and develop and deliver associated training materials.

Qualifications

Solid experience working with Microsoft Office applications, especially Excel.

Advanced Excel skills (pivot tables, formulas, structuring files for system integration).

Ability to identify and resolve problems and propose solutions that prevent recurrence.

Previous SAP experience.

Comfort with Power BI or strong willingness to learn and master it.

Experience in financial analysis.

Detail‑oriented attitude with strong control field.

Bilingual in English and Spanish (required).

Ability to work effectively under constant deadlines, manage multiple tasks, and prioritize competing demands.

Skills & Competencies

Strong analytical skills and ability to translate data into insights.

Problem‑solving attitude with focus on process improvement.

Ability to work independently and manage competing priorities.

High attention to detail and strong organizational skills.

Ability to operate with a control perspective.

Work Location & Shift Pattern

Santa Fe, CDMX.

8:00am to 5:00pm

Hybrid, 2 days remote 3 days in the office.

Why join us

At bp, we support our people to learn and grow in a diverse and ambitious environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly.

There are many aspects of our employees’ lives that are meaningful, so we offer benefits (https://exploreyourbenefits.com/landing.html) to enable your work to fit with your life. These benefits can include flexible working options, a generous paid parental leave policy, and excellent retirement benefits, among others!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Travel Requirement

No travel is expected with this role

Relocation Assistance:

This role is not eligible for relocation

Remote Type:

This position is a hybrid of office/remote working

Skills:

Analysis and modelling, Analytics, Commercial Acumen, Commercial performance management, Communication, Data visualization and interpretation, Financial Analysis, Integrated Planning, Investment appraisal, Performance management

Legal Disclaimer:

If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.

Legal Disclaimer:

If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.

Our innovative Energize recognition points programme and spot awards translate exceptional performance into tangible rewards, to motivate our high performers.

Pay

bp offers competitive pay in line with industry standards, making us an employer of choice.

Discretionary bonus

We offer discretionary bonuses to reward strong company, business unit and individual performance, and recognition awards, including those related to long service to recognize commitment to the company.

Retirement & savings

We offer a range of discretionary retirement and savings plans to help provide you and your family with financial security.

Insurance benefits

To give you additional peace of mind, bp provides valuable insurance benefits in some countries. These are designed to provide financial assistance to employees and their families if employees become unwell or die in service.

Equity

Depending on your location and job level, there may be equity (stock and share) options you are eligible to join so you can be part of bp’s success.

Disclaimer

This is a high-level summary only of terms and current discretionary benefits applicable to certain roles. Some rewards, benefits and policies are at managers’ discretion and vary depending on where you work within the business. All terms subject to contract and all discretionary benefits subject to policy and eligibility.