Company Overview: Trusteer Financial is a rapidly expanding finance and accounting firm dedicated to providing top-tier financial consulting services to early and mid-stage technology and media startups. Our mission is to alleviate the financial challenges of launching and scaling businesses through expert CFO advisory, accounting, and transaction services. Whether supporting ventures without a finance team or enhancing the capabilities of established financial departments, our comprehensive suite of services is designed to minimize risks, streamline financial operations, and accelerate business growth.

Position Overview: We are seeking a highly energetic Financial Planning and Analysis team member to join our dynamic team. This role involves direct reporting to the Manager and close collaboration with Partners to deliver exceptional financial services to a diverse clientele of startups. If you are passionate about the startup ecosystem, possess a deep understanding of financial analysis, and excel in a fast-paced, entrepreneurial environment, we want you on our team!

Key Responsibilities:

• Master the application of advanced Excel functions such as Pivot Tables, Macros, and advanced formulas for detailed financial analysis and modeling.
• Develop and manage financial projections using both top-down and bottom-up approaches.
• Conduct financial analyses including MRR, LTV, CAC calculations, and basic cohort analysis.
• Prepare comprehensive financial statements such as P&L, Balance Sheets, and Cash Flow Statements.
• Support monthly, quarterly, and annual financial closing processes for clients, ensuring accuracy and compliance.
• Collaborate on financial planning and analysis tasks including budgeting and forecasting.
• Communicate effectively with clients and team members to manage financial data and project statuses across multiple platforms (Slack, Clickup, etc).

Qualifications:

• Bachelor’s Degree in Business Administration, Finance, Economics, or a related field.
• At least three years of relevant experience in financial analysis, project management, and business process analytics.
• Proficiency in Excel and familiarity with BI tools (Python, R, SQL, and Microsoft BI are pluses).
• Exceptional analytical, problem-solving, and organizational skills.
• Strong interpersonal and communication skills, capable of working effectively with cross-functional teams.
• Experience with early to mid-stage startups preferred.

What We Offer:

• The opportunity to work within an unbeatable company culture, alongside motivated and innovative teams.
• Exposure to diverse financial scenarios and business models, facilitating rapid professional growth.
• Competitive compensation and benefits package.
• Opportunities for personal and professional development in a supportive environment.

Application Process: Interested candidates are encouraged to apply directly . Please include a detailed resume.

Join Trusteer Financial and contribute to shaping the future of startups with your expertise and passion for financial excellence!

Salary: $350,000 MXN to 650,000+ MXN