Financial And Planning Analyst

Position: Financial Planning Analyst

Location: Santo Amaro, São Paulo/SP

Department: Finance

Reports to: Chief Financial Officer (CFO)

Overview:

The Financial Analyst is a key member of the Finance team, responsible for delivering strategic financial analysis, reporting, and forecasting to support business decisions. This role also involves managing financial systems, ensuring compliance with accounting standards, and driving process improvements across multiple regions.

Primary Purpose of Role:

Provide financial controlling and analysis, including revenue, cost, and expense projections, cash flow forecasting, insurance oversight, and accounting/tax support for Argentina and Colombia.

Key Responsibilities:

• Prepare and manage budgeting (BGT) and forecasting (FCST) for revenue, costs, and expenses.
• Develop and maintain cash flow reports.
• Oversee credit management and billing process control.
• Manage insurance coverage for South America.
• Support vehicle control and related processes in South America.
• Handle Argentina accounting vendor financial processes.
• Control Colombia invoices and expenses.
• Support Brazil invoices and ARIBA accounting processes.
• Document and follow up on meetings with clear action items.
• Test financial systems and prepare documentation.
• Develop and deliver training materials; participate in training sessions.
• Present the monthly closing package to stakeholders.

Qualifications:

• Strong proficiency in Excel (VLOOKUP, SUMIF, Pivot Tables, etc.).
• Excellent written and verbal communication skills.
• Solid understanding of accounting principles, budgeting processes, and financial forecasting.
• Experience with ERP systems (SAP preferred).
• Familiarity with financial software and database applications.
• Advanced knowledge of Microsoft Office Suite.
• Strong analytical and problem-solving skills.
• Ability to influence and collaborate with executive leadership.

Experience:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Minimum 5 years of experience in budgeting and forecasting.
• Fluency in English and Spanish (Portunhol is accepted).
• Ability to manage multiple priorities under strict deadlines.
• Highly organized, detail-oriented, and proactive in improving processes.

Key Performance Indicators:

• Accurate and timely process documentation.
• Effective meeting minutes and action tracking.
• Project management and control reporting.
• Successful system testing and documentation.

Inglês - Nível Avançado e Espanhol - Nível Avançado

Competencies and Behaviors:

The highest standards in everything we do:

• Acts with honesty and transparency, surfacing issues and solutions to senior management.

Drive a positive customer experience:

• Gains the trust of others through active engagement.

Improve the way the world works:

• Seeks out the opportunity to work on unfamiliar things and innovate.

Leveraging the power of teamwork:

• Is seen as a team player and cooperates with others within and outside own functional area and puts personal interests aside to achieve goals
• Steps up to either lead or participate in matrix teams to achieve work outcomes

Scope Factors:

• Respond directly to internal and external directors
• Respond to all emergencies simultaneously