193 Ofertas de Family Office en Colombia

The role is a senior level position responsible for providing senior management with an analysis and insight of Citi's financial results in Clients and Expense performance, Legal Entity Management. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance.

Responsibilities:

• Partner with stakeholders to design and create standardized performance management / KPI reporting for Cluster Heads and CCOs
• Perform ad hoc analyses of client financial performance of Citi and its competitors as it relates to the International segment
• Support business driven ad hoc projects and analytics including partnering with the Client finance team to create and monitor client analytics for International
• Review and manage the budget for the International expenses, including analysis and Tracking of possible Risk and Opportunities
• Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management
• Create senior management presentations for Legal Entity business performance using metrics to evaluate and drive business decisions
• Prepare analytics in support of CEO Reviews including business initiatives
• Develop relationships with key partners and senior management to influence behavior and decision making
• Prepare presentations and analysis for the team and in support of the CFO
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5+ years of relevant experience
• Experience within financial services
• Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
• Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
• Knowledge in additional systems including Oracle, Essbase, and SAP
• Consistently demonstrates clear and concise written and verbal communication
• Knowledge of Mexico's macroeconomic scenario
• English and Mexico are required

Education:

• Bachelor's degree/University degree
• Master's degree preferred

Job Family Group:
Finance

Job Family:
Financial Accounting

Time Type:
Full time

Most Relevant Skills
Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

¿Quieres desarrollar tu carrera profesional?

BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos como financieros, expertos jurídicos, científicos de datos, desarrolladores, ingenieros o diseñadores.

BBVA: Transformando sueños en oportunidades ¿Listo(a) para crear juntos?

Función principal:

• Cotizar las de adquirencias, convenios y Business Case, y su posterior seguimiento de las reciprocidades acordadas con los clientes clientes de CIB.

• Elaborar y enviar a la vicepresidencia de CIB y cada uno de los jefes de producto, los informes de seguimiento de Rentabilidad (modelo para hacer seguimiento a los clientes de CIB basado en los indicadores de RORC y RAROEC), Cash Management (seguimiento a la evolución del PyG del negocio de cash Management), InHouse (seguimiento de forma individual o consolidada al PyG de cada uno de los InHouse implementados por CIB), entre otros.

• Dar soporte en la marcación y flexibilización de tarifas para clientes de CIB, según lo definido en cada uno de los convenios.

Formación Académica:

• Profesional en carreras administrativas o afines al sector financiero.

• Nivel de Inglés: Medio-Alto.

Experiencia/ Conocimientos:

• Experiencia de 1 a 2 años en Finanzas, Planeación Financiera, Control de Gestión o áreas relacionadas.
• Conocimientos avanzados en matemáticas financieras, modelación y gestión financiera.
• Conocimientos avanzados en manejo de bases de datos y en herramientas ofimáticas (Excel, Powerpoint), con conocimientos y experiencia en el uso de Google Data Studio, Visual Basic Excel y Phyton.
• Experiencia en la elaboración, modelación y seguimiento presupuestal en entidades financieras o multinacionales.

Habilidades:

• Liderazgo.
• Proactividad
• Comunicación Asertiva.
• Trabajo en equipo.
• Capacidad de análisis.

Descubre el futuro de la banca con BBVA Somos una entidad bancaria de primer nivel con un ambicioso proyecto empresarial que busca liderar los cambios a nivel mundial a través de la transformación digital. Con presencia en más de 30 países, nuestro negocio diversificado ofrece servicios financieros de vanguardia.

En BBVA, nuestro objetivo es derribar las barreras de la banca tradicional y poner al alcance de todos las oportunidades de esta nueva era. Nuestro propósito nos impulsa a reinventar la industria y hacer negocios de una manera innovadora y accesible.

Con más de 50 años de trayectoria, en Colombia destacamos como una entidad ágil, moderna, innovadora y comprometida con el desarrollo económico y social del país. Únete a nuestro equipo en BBVA y sé parte de una compañía que vive y entiende la banca del futuro.

Experimenta la revolución bancaria con BBVA

Apply Now

Job Title
Specialist, Financial Planning & Analysis Bilingual

Job Description
Administrar los recursos financieros de la organización para el desarrollo de las actividades del negocio que garantice su continuidad y sostenibilidad en el tiempo.

Participar en el proceso de análisis financiero a corto, mediano y largo plazo, realizando seguimiento de la gestión de presupuesto y proyecciones de estado de resultados, con el fin de garantizar la contribución al mantenimiento de niveles óptimos de rentabilidad de la compañía.

• Analizar los reportes de resultados financieros administrativos dirigidos a directivos e inversionistas, mediante la consolidación de datos, ejecución de presupuestos y análisis de demanda, con el fin de garantizar un apoyo en la toma de decisiones estratégicas del negocio.
• Proponer con su jefe inmediato las estrategias de administración del tiempo para cumplir con las fechas de entrega.
• Diseñar modelamientos financieros que permitan la evaluación de escenarios de proyecciones de estados de resultados para lograr el cumplimiento de los objetivos de la compañía.
• Presentar a su jefe inmediato los planes de mejora continua, con el fin de asegurar el ahorro de tiempos de ejecución y que se generen beneficios al área y a los aliados de la compañía.
• Liderar el proceso de elaboración de presupuestos a través de la consolidación de información y elaboración de los estados de resultados para asegurar la oportuna aprobación y posteriormente ser el responsable de la medición de la ejecución presupuestal

Internal Career Path Policies

• The game-changers must have the approval of his or her immediate supervisor to apply for the call.
• Required tenure: 6 months.
• Required performance: KPIs or goals on target for the business unit to which they belong in the last 3-month period (not average).
• Must not have active disciplinary actions.
• The game-changer may participate in only one process at a time.
• Comply with the learning paths of the Corporate University.
• Must remain at least 6 months in the position to which he/she was recently promoted, to be able to apply for another call.
• If you were evaluated by the PC psychologist for a vacancy and you were not selected, you must wait at least 2 months to reapply for that same position from which you did not pass
• The process is performed and/or outside working hours, which means that the game-changer should be available in his free time in case we require it.
• Any other guidelines that may arise in the Career Path process due to the legislation of each location or client's guidelines will be recorded within the current procedure and platform.

Location:

COL Medellin - Fabricato - Cra. 50 #38a-185, Rincon Santos, Bello, Antioquia

Language Requirements
English (Required)

Time Type
Full time

If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents
Apply Now

Country

Colombia

Working Schedule

Full-Time

Work Arrangement

Hybrid

Relocation Assistance Available

No

Posted Date

08-Sep-2025

Job ID

12184

Con más de 150 años de trayectoria y presencia en más de 40 países, MetLife está liderando la transformación global de la industria de seguros. Unidos por un propósito y con perspectivas diferentes, somos una comunidad colaborativa de más de colaboradores en todo el mundo, comprometidos en construir un futuro más seguro para todas nuestras audiencias clave: colaboradores, clientes, accionistas y comunidades en las que brindamos servicios.

En MetLife tenemos el compromiso de fomentar la diversidad entre colaboradores y colaboradoras, a través de un trato no discriminatorio por motivos de raza, expresión / identidad de género, orientación sexual, religión, edad, nacionalidad, estado civil, discapacidades, condición física o económica, no se hacen pruebas de VIH y embarazo como requisito para ingreso, permanencia o ascenso y existe igualdad de oportunidades laborales.

Estamos buscando un(a) nuevo(a) Coordinador de Planeación Financiera para unirse al equipo de MetLife Colombia.

Qué harás en este rol…

• Coordinar con las diferentes áreas la elaboración del plan financiero y las proyecciones de la compañía desde una perspectiva local y regional.
• Realizar un continuo seguimiento y control, junto con las Áreas Comerciales, de los resultados financieros de la compañía, a través del análisis de las variaciones y el cumplimiento de la ejecución presupuestal.
• Revisar de los resultados financieros con el CFO, CEO, las Áreas Comerciales y la Oficina Regional.
• Apoyar a la dirección de planeación, en la elaboración del presupuesto y proyecciones de la compañía.
• Implementar y optimizar los procesos de generación de informes financieros bajo las especificaciones requeridas por Casa Matriz, la Oficina Regional y el Comité Directivo.
• Elaborar modelos de evaluación y rentabilidad de los diferentes Canales de distribución de la compañía.
• Elaborar y monitorear los principales indicadores financieros baja la metodología USGAAP.

Para contribuir a tu éxito, es importante que …

• Seas profesional de las carreras de Contabilidad, Administración de empresas, Ing, Industrial, Economía.
• Cuentes con al menos tres años de experiencia en análisis contable y/o financiero.
• Tengas un nivel de inglés intermedio en lectoescritura.

¿Te entusiasma brindar tu experiencia y tus habilidades únicas en un equipo diverso de personas talentosas? Si estás buscando crecimiento personal y una oportunidad para generar impacto, te invitamos a postularte a la posición de Coordinador de Planeación Financiera.

Únete a MetLife y descubramos todo lo que podemos construir juntos(as)

Beneficios que Ofrecemos

Nuestros beneficios están diseñados para cuidar su bienestar holístico con programas para la salud física y mental, el bienestar financiero y el apoyo para las familias. Ofrecemos seguro de gastos médicos mayores, seguro de vida en combinación con un paquete de compensación competitivo junto con bonificaciones por rendimiento, fondo de ahorro y plan de pensiones. También ofrecemos permisos parentales y de adopción ampliados, así como beneficios adicionales como tiempo libre de voluntariado, días libres por su cumpleaños y el Día del Patrimonio Cultural, eventos culturales y deportivos, y mucho más

Acerca de MetLife

Reconocida en la lista de la revista Fortune de las "Empresas más admiradas del mundo" de 2025 y en la lista de los 25 mejores lugares para trabajar en el mundo de Fortune para 2024, MetLife, a través de sus subsidiarias y afiliadas, es una de las principales empresas de servicios financieros del mundo; proporcionando seguros, anualidades, beneficios para empleados y gestión de activos a clientes individuales e institucionales.

Nuestro propósito es simple: ayudar a nuestros colegas, clientes, comunidades y al mundo en general a crear un futuro más seguro. Unidos por un propósito y guiados por la empatía, nos inspiramos para transformar el próximo siglo en los servicios financieros. En MetLife, es #AllTogetherPossible Únete a nosotros

At MetLife, we are committed to fostering diversity among employees, through non-discriminatory treatment for reasons of gender, gender expression, sexual orientation, religion, age, nationality, marital status, disability, physical or economic condition, HIV and embarrassment as a requirement for entry, permanence or ascension and there is equal employment opportunities.

Requirements
Description and Requirements
Con más de 150 años de trayectoria y presencia en más de 40 países, MetLife está liderando la transformación global de la industria de seguros. Unidos por un propósito y con perspectivas diferentes, somos una comunidad colaborativa de más de colaboradores en todo el mundo, comprometidos en construir un futuro más seguro para todas nuestras audiencias clave: colaboradores, clientes, accionistas y comunidades en las que brindamos servicios.

En MetLife tenemos el compromiso de fomentar la diversidad entre colaboradores y colaboradoras, a través de un trato no discriminatorio por motivos de raza, expresión / identidad de género, orientación sexual, religión, edad, nacionalidad, estado civil, discapacidades, condición física o económica, no se hacen pruebas de VIH y embarazo como requisito para ingreso, permanencia o ascenso y existe igualdad de oportunidades laborales.

Estamos buscando un(a) nuevo(a)
Coordinador de Planeación Financiera
para unirse al equipo de
MetLife Colombia.
Qué harás en este rol…

• Coordinar con las diferentes áreas la elaboración del plan financiero y las proyecciones de la compañía desde una perspectiva local y regional.
• Realizar un continuo seguimiento y control, junto con las Áreas Comerciales, de los resultados financieros de la compañía, a través del análisis de las variaciones y el cumplimiento de la ejecución presupuestal.
• Revisar de los resultados financieros con el CFO, CEO, las Áreas Comerciales y la Oficina Regional.
• Apoyar a la dirección de planeación, en la elaboración del presupuesto y proyecciones de la compañía.
• Implementar y optimizar los procesos de generación de informes financieros bajo las especificaciones requeridas por Casa Matriz, la Oficina Regional y el Comité Directivo.
• Elaborar modelos de evaluación y rentabilidad de los diferentes Canales de distribución de la compañía.
• Elaborar y monitorear los principales indicadores financieros baja la metodología USGAAP.

Para contribuir a tu éxito, es importante que …

• Seas p rofesional de las carreras de Contabilidad, Administración de empresas, Ing, Industrial, Economí a.
• Cuentes con al menos tres años de experiencia en análisis contable y/o financiero.
• Tengas un nivel de inglés intermedio en lectoescritura.

¿Te entusiasma brindar tu experiencia y tus habilidades únicas en un equipo diverso de personas talentosas? Si estás buscando crecimiento personal y una oportunidad para generar impacto, te invitamos a postularte a la posición de Coordinador de Planeación Financiera.
Únete a MetLife y descubramos todo lo que podemos construir juntos(as)
Beneficios que Ofrecemos
Nuestros beneficios están diseñados para cuidar su bienestar holístico con programas para la salud física y mental, el bienestar financiero y el apoyo para las familias. Ofrecemos seguro de gastos médicos mayores, seguro de vida en combinación con un paquete de compensación competitivo junto con bonificaciones por rendimiento, fondo de ahorro y plan de pensiones. También ofrecemos permisos parentales y de adopción ampliados, así como beneficios adicionales como tiempo libre de voluntariado, días libres por su cumpleaños y el Día del Patrimonio Cultural, eventos culturales y deportivos, y mucho más

Acerca de MetLife
Reconocida en la lista de la revista Fortune de las "Empresas más admiradas del mundo" de 2025 y en la lista de los 25 mejores lugares para trabajar en el mundo de Fortune para 2024, MetLife, a través de sus subsidiarias y afiliadas, es una de las principales empresas de servicios financieros del mundo; proporcionando seguros, anualidades, beneficios para empleados y gestión de activos a clientes individuales e institucionales.

Nuestro propósito es simple: ayudar a nuestros colegas, clientes, comunidades y al mundo en general a crear un futuro más seguro. Unidos por un propósito y guiados por la empatía, nos inspiramos para transformar el próximo siglo en los servicios financieros. En MetLife, es #AllTogetherPossible Únete a nosotros

At MetLife, we are committed to fostering diversity among employees, through non-discriminatory treatment for reasons of gender, gender expression, sexual orientation, religion, age, nationality, marital status, disability, physical or economic condition, HIV and embarrassment as a requirement for entry, permanence or ascension and there is equal employment opportunities.

Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title And Summary
Director, Financial Planning & Analysis, Services Expenses

Overview
The Financial Planning & Analysis function manages all aspects of management reporting encompassing budgeting and forecasting, strategic and customer planning. This includes the management and execution of the corporate reporting and planning requirements

This position is responsible across a broad spectrum of strategic processes and initiatives while managing and executing the corporate reporting and planning requirements

Role - Director Expenses - Global Services

• Lead the financial close process through the analysis of variances against budget, forecasts, prior year actuals, key business drivers and initiatives. Review and provide thoughtful business driven commentary to respective management teams
• Drive the development of the annual plan/budget and forecast for schedules cycles . Also be responsible for ensuring accurate data upload into Hyperion budgeting and forecasting tool
• Manage, develop and create standardized financial reporting packages that will help drive and support the business, inclusive of business metrics/KPIs. Also identify and communicate revenue risks and opportunities and review and respond promptly to ad-hoc requests for information and analysis
• Drive Mastercard strategic plans by providing relevant financial analytics and business insights to key stake-holders, while developing robust tracking mechanisms
• Apply strategic understanding of business dynamics and competitive forces in different markets and supporting business to formulate mitigating strategies
• Execute on financial process improvements by building and maintaining financial tools to perform analysis and modeling; review and create suggestions to financial systems
• Investigate and create opportunities for automation and more efficient methods of creation and delivery anticipating needs of internal customers, members and other stakeholders
• Guide and Mentor the team

All About You

• Educational qualification -Chartered Accountant or CPA or MBA Finance
• Experience in financial roles with advanced knowledge and experience with all phases of financial planning and management
• Good knowledge of Business Intelligence tools and experience with financial systems/applications (e.g. Hyperion and Oracle)
• Good understanding of reporting, forecasting and budgeting techniques.
• Strong analytical and problem solving skills
• Self-motivated with a proven track record of delivering success while operating in a team environment.
• Ability to deliver results in a fast-paced environment with a sense of urgency and accuracy
• Ability to manage multiple activities of different nature in a condensed timeframe
• Excellent communication and presentation skills
• Strong strategic thinking and business understanding.
• Strong relationship management and networking skills.
• High intellect with good commercial acumen and a creative approach to problem solving.
• Ambitious, highly driven and motivated.
• Maturity to challenge ideas and balance opportunities and threats.

Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:

• Abide by Mastercard's security policies and practices;
• Ensure the confidentiality and integrity of the information being accessed;
• Report any suspected information security violation or breach, and
• Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.

About Grip:

Grip is redefining cold-chain logistics for direct-to-consumer (DTC) eCommerce brands.

Founded in 2022 by former ButcherBox executives, Grip combines advanced technology

with a nationwide fulfillment network to optimize the shipping of perishable goods. Our

proprietary Smart Logistics Engine analyzes over 25 million data points daily—including

weather patterns, carrier performance, and real-time temperatures—to make intelligent,

package-level shipping decisions. Grip's Pulse Order Management System (OMS) offers

real-time inventory tracking, batch traceability, and seamless integration with platforms

like Shopify. This end-to-end solution provides brands with complete visibility and

control over their supply chain, eliminating the need for multiple third-party tools. With

temperature-controlled fulfillment centers strategically located in New Jersey, Texas,

California, Michigan, Florida, and Nevada, Grip can reach over 80% of the U.S.

population within 24 hours. Our mission is to empower DTC brands to scale efficiently

by providing innovative logistics solutions tailored to the unique challenges of shipping.

Job Description:

We are seeking a highly motivated and detail-oriented professional to join Grip as an FP&A Analyst. In this role, you will drive financial planning, forecasting, and reporting to support strategic decision-making across the organization. You will partner with leadership and functional teams to provide insights into business performance, identify risks and opportunities, and support long-term planning. The FP&A Analyst will be instrumental in building financial models, analyzing trends, and delivering actionable insights to guide sustainable growth. This position reports to the Financial Manager.

Specific responsibilities:

Financial Planning & Forecasting:

• Support monthly, quarterly, and annual budgeting processes.
• Develop and maintain dynamic financial models to forecast revenue, costs, and cash flows.
• Partner with business leaders to refine assumptions and ensure alignment with strategic objectives.

Reporting & Analysis:

• Prepare and deliver weekly and monthly management reports, including P&L, balance sheet, and cash flow analysis.
• Conduct variance analysis (actual vs. forecast/budget) and explain key drivers of performance.
• Identify trends and provide recommendations to improve profitability and efficiency.

Business Partnering:

• Collaborate with operations, sales, and technology teams to assess financial implications of business initiatives.
• Provide data-driven insights to support pricing, cost optimization, and investment decisions.
• Support cross-functional projects with financial analysis and scenario planning.

Reporting and Transparency:

• Enhance forecasting accuracy by implementing process improvements and financial best practices.
• Build dashboards and visualizations in tools like Tableau, Power BI, or Excel to support decision-making.
• Leverage SQL, Python, or other tools to automate reporting and streamline financial processes.

Qualifications:

• Bachelor's degree in finance, Accounting, Economics, Business, or related field.
• Strong financial modeling skills in Excel (experience with SQL, Python, or BI tools a plus).
• Experience in budgeting, forecasting, and financial reporting.
• Solid understanding of accounting principles and financial statements.
• Excellent analytical, problem-solving, and communication skills.
• Exceptional attention to detail and accuracy in financial analysis and reporting.
• Ability to thrive in a dynamic, fast-paced environment and manage multiple priorities.
• English proficiency for clear communication and collaboration.

Equal Employment Opportunity Statement:
Grip is an equal opportunity employer, dedicated to complying with all applicable non-discrimination laws. We are committed to providing an inclusive workplace environment, where all employees and applicants are treated with respect and without discrimination based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), national origin, age, disability, genetic information, or any other characteristic protected by law.

Our Purpose

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.

Title and Summary

Manager, Financial Planning & Analysis – Core PaymentsWho is Mastercard?

Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential.

Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.

Overview

The Financial Planning & Analysis function manages all aspects of management reporting encompassing budgeting and forecasting, strategic and customer planning. This includes the management and execution of the corporate reporting and planning requirements

This Manager position is responsible across a broad spectrum of strategic processes and initiatives while managing and executing the corporate reporting and planning requirements

Role

• Support the financial close process through the analysis of variances against budget, forecasts, prior year actuals, key business drivers and initiatives. Review and provide thoughtful business driven commentary to respective management teams
• Support the development of the annual plan/budget and forecast for scheduled cycle. Also be responsible for ensuring accurate data upload into Hyperion budgeting and forecasting tool
• Manage, develop and update standardized financial reporting packages that will help drive and support the business, inclusive of business metrics/KPIs. Also identify and communicate revenue risks and opportunities and review and respond promptly to ad-hoc requests for information and analysis
• Support the development of presentations and analysis for quarterly business reviews (QBRs) and quarterly operating reviews (QORs), as well as ad hoc presentation
• Support Mastercard strategic plans by providing relevant financial analytics and business insights to key stakeholders, while developing robust tracking mechanisms
• Apply strategic understanding of business dynamics and competitive forces in different markets and supporting business to formulate mitigating strategies
• Execute on financial process improvements by building and maintaining financial tools to perform analysis and modeling; review and create suggestions to financial systems
• Investigate and create opportunities for automation and more efficient methods of creation and delivery anticipating needs of internal customers, members, and other stakeholders
• On top of FP&A responsibilities will have the opportunity to assist other finance business partners
• Support special projects as they arise

All About You

The ideal candidate for this position should:

• Educational qualification -Chartered Accountant or CPA or MBA Finance
• Experience in financial roles with advanced knowledge and experience with all phases of financial planning and management
• Good knowledge of Business Intelligence tools and experience with financial systems/applications (e.g. Hyperion and Oracle)
• Good understanding of reporting, forecasting and budgeting techniques
• Strong analytical and problem solving skills
• Self-motivated with a proven track record of delivering success while operating in a team environment
• Ability to deliver results in a fast-paced environment with a sense of urgency and accuracy
• Ability to manage multiple activities of different nature in a condensed timeframe
• Excellent communication and presentation skills
• Strong strategic thinking and business understanding.
• Strong relationship management and networking skills
• High intellect with good commercial acumen and a creative approach to problem solving
• Ambitious, highly driven and motivated
• Maturity to challenge ideas and balance opportunities and threats.

Corporate Security Responsibility

All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:

• Abide by Mastercard's security policies and practices;
• Ensure the confidentiality and integrity of the information being accessed;
• Report any suspected information security violation or breach, and
• Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.

About CFO Worx

CFO Worx provides Fractional CFO services, M&A preparation, monthly financial analysis, and accounting support for small and mid-size businesses across the U.S. Our team delivers actionable financial leadership and insights to help businesses grow profitably and prepare for transactions.

We are seeking a highly skilled
FP&A Analyst
to join our team. This role requires a strong mix of
finance/accounting expertise, analytical skills, Excel mastery, AI/automation adoption, and business acumen
. The FP&A Analyst will work on client-facing projects and internal initiatives, delivering high-impact analysis and insights to CFO Worx leadership and our clients.

Key Responsibilities

• Financial Analysis & Insights
• Perform detailed analyses on margins by product/service, cost of sales, cost per employee, and contribution margin.
• Conduct trend, variance, and expense analysis to identify opportunities for profitability improvement.
• Analyze balance sheets and create financial KPI dashboards.
• Modeling & Visualization
• Build robust Excel/Google Sheets models using pivot tables, large dataset analysis, and structured financial models.
• Create professional, client-ready visualizations, revenue bridges, and summary tables in Excel, PowerPoint, and Canva.
• Support Controllers and accounting teams with client-specific analysis and insights.
• AI-Enhanced Productivity
• Use ChatGPT and other AI/automation tools to accelerate data analysis, automate workflows, and build repeatable reporting frameworks.
• Participate in internal projects to design scalable analysis processes and automation for client deliverables.
• Collaboration & Client Interaction
• Report directly to the CFO, pushing projects forward independently with minimal supervision.
• Present findings to clients in clear, professional formats and on-camera presentations.
• Ensure insights are actionable, identifying where pricing, cost control, or process improvements are needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (preferred).
• Fluency in English
  (written and spoken; business-professional level).
• Experience working with
  U.S.-based companies
  is
  required
  .
• Strong understanding of finance/accounting principles (margin, contribution, KPIs, cost analysis).
• Excel/Google Sheets mastery
  : Pivot tables, large dataset handling, advanced formulas, structured modeling.
• Visualization tools
  : PowerPoint, Canva, and experience with PowerBI (nice-to-have, but internal use only).
• Demonstrated experience with
  ChatGPT or AI agents
  to automate workflows and enhance analysis.
• Strong
  statistics knowledge
  to support deeper analysis.
• Excellent communication and presentation skills, client-facing presence.
• High-performance computer, fast internet, and a professional home workspace.

Attributes for Success

• Independent, proactive, and capable of managing projects without daily supervision.
• Detail-oriented, highly organized, and able to deliver insights under tight deadlines.
• Business-oriented thinker who can translate data into actionable decisions for clients.
• Growth mindset with interest in scaling AI-driven analysis across client deliverables.

Why Join CFO Worx?

• High-Impact Work
  : Support CFOs and business leaders directly with critical financial insights.
• AI-Driven Growth
  : Be part of a company pioneering the use of AI and automation in financial analysis.
• Client Exposure
  : Work with diverse U.S. companies across industries.
• Career Path
  : Opportunity to grow into senior FP&A or CFO-track roles as CFO Worx expands.
• Remote Flexibility
  : Nearshore role aligned with U.S. Eastern Time hours.