Analista Financiero Bilingue

Amalga Group SA de CV busca Analista Financiero Bilingue en Monterrey, Nuevo León

Position Summary

We are looking for a Senior Financial Analyst to support financial planning, financial statement analysis, forecasting, operating expense review, profitability reporting, and business process analysis across different departments. This role will work closely with internal teams and management to review financial performance, control costs, evaluate business decisions, and support process improvement initiatives.

The Senior Financial Analyst will handle recurring financial reporting as well as a high volume of ad hoc analysis based on department and management needs. This position requires previous finance experience, strong Excel skills, quantitative analysis, business sense, organization, and the ability to work with financial data, operational context, and confidential information.

Responsibilities:

Analyze financial statements, financial components, and business processes to support management decisions.

Prepare monthly forecasts, financial reports, operating expense reviews, and profitability analyses.

Review financial data to identify cost trends, performance changes, risks, and improvement opportunities.

Support departments with ad hoc financial analysis based on operational needs and management requests.

Evaluate the profitability of potential business decisions, projects, or operational changes.

Conduct valuation analysis, financial modeling, and other project based analysis when required.

Prepare recommendations related to cost control, forecasting, profitability, and process improvement.

Coordinate with different departments to gather data, clarify assumptions, and complete financial analysis.

Prepare clear summaries, findings, and recommendations for internal stakeholders and management.

Handle confidential financial and employee related information with discretion.

Follow up on pending information, reporting deadlines, and analysis requests.

Support improvements in financial processes, reports, tracking tools, and business visibility.

Requirements:

Bachelors degree in Finance, Accounting, Business Administration, Economics, or a related field.

2 to 3 years of experience in financial planning and analysis, finance, accounting, or a similar role.

Previous experience working in a finance role.

Strong Microsoft Excel skills.

Knowledge of SQL and VBA is preferred.

Strong quantitative and critical thinking skills.

Ability to analyze financial statements, operating expenses, profitability, and business performance.

Organized and able to manage recurring reports, ad hoc analysis, deadlines, and follow up.

Good written and verbal communication skills.

Ability to coordinate with different departments and work with multiple stakeholders.

Professional, reliable, and comfortable working with confidential information.

Ability to work independently, review data carefully, and connect financial analysis to business context.

Nice to Have:

Experience with financial modeling, valuation analysis, forecasting, and profitability reporting.

Experience preparing management reports, dashboards, or financial summaries.

Experience using ERP systems, accounting platforms, reporting tools, or data visualization tools.

Advanced Excel knowledge, including formulas, pivot tables, lookups, financial templates, and data analysis tools.

Experience using SQL or VBA for reporting, automation, or financial analysis.

Experience supporting process improvement initiatives across different departments.

What Success Looks Like:

Financial statements, forecasts, expense reviews, and profitability reports are analyzed clearly and consistently.

Ad hoc analysis is completed with financial reasoning, business context, and clear recommendations.

Departments receive useful financial support for cost control, forecasting, and operational decisions.

Management has visibility into financial performance, risks, profitability, and improvement opportunities.

Financial data is organized, reviewed, and presented in a way that supports decision making.

Confidential information is handled carefully and financial processes become easier to track and review.