Hybrid Finance & Strategy Lead

Posted 2 weeks ago

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About the role

  • Lead of Finance & Strategy in a leading Mexican fintech company empowering consumers with flexible payment alternatives. Position involves financial modeling, performance analysis, and strategic finance support.

Responsibilities

  • Financial Modeling & Forecasting: Build, own, and refine complex financial models (3-statement, cohort, unit economics, credit models).
  • Develop scenario analyses, sensitivities, and forward-looking projections to support strategic decision-making.
  • Drive continuous improvement of forecasting accuracy and modeling automation.
  • Performance Analysis & Reporting: Analyze company performance across revenue, credit, unit economics, operating efficiency, and cash flow.
  • Create actionable insights and recommendations for leadership.
  • Partner with accounting to ensure accurate interpretation of financial results and alignment between US GAAP reporting and management views.
  • Strategic Finance: Support strategic planning, budgeting, capital allocation, and long-term modeling.
  • Assist in fundraising preparation, including model updates, scenario cases, and responding to investor diligence requests.
  • Own the creation of board materials, investor updates, and external presentations with a strong eye toward consistent theme and brand.
  • Cross-Functional Business Partnering: Act as a strategic advisor to product, risk, operations, and commercial teams.
  • Translate business performance into financial impact and help teams operationalize financial targets.
  • Communicate financial concepts to non-finance stakeholders with clarity and precision.
  • Process Improvement & Automation: Identify opportunities to streamline financial reporting, modeling workflows, and data analytics.
  • Build automated tools/dashboards using SQL, Python, and spreadsheets.
  • Implement best practices in data structuring, financial controls, and repeatable workflows.

Requirements

  • 3–6 years of experience in investment banking and/or strategic finance, corporate finance, or FP&A in a high-growth company.
  • Expert-level skills in financial modeling, Excel/Sheets, and forward-looking analytics.
  • Strong understanding of accounting, financial statements, US GAAP concepts, and financial controls.
  • Proficiency in SQL and Python for analysis and automation.
  • Ability to work independently, prioritize effectively, and deliver high-quality work under tight timelines.
  • Exceptional communication and presentation skills; able to prepare board-level materials with precision.
  • Comfortable partnering with accounting, product, risk, and operations teams.
  • Based in Mexico, ideally Mexico City.
  • English: advanced level.

Benefits

  • Flexible work arrangements
  • Professional development

Job title

Finance & Strategy Lead

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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