Personal Finance Advisor developing trusting relationships with members and clients to meet their financial goals. Engaging in advisory roles and ensuring service quality for business relationships.
About the role
- Finance Manager at PayJoy helping underserved customers achieve financial stability. Supporting budgeting, forecasting, and analysis processes in a high-growth environment.
Responsibilities
- Assist in budgeting, forecasting, variance analysis processes and modeling in support of PayJoy’s aggressive goals.
- Develop financial models (top-down and bottom-up) for budgeting, business forecasting, company health, and pricing evaluation.
- Prepare monthly, quarterly, and annual financial reports for management, including evaluating financial performance by comparing actual results with budgets and forecasts, and other financial metrics.
- Support to model the value of future partnership opportunities.
- Collaboration with departments to gather data for financial analysis, including working closely with the accounting team to gather financial information and assist with the reconciliation of Local GAAP versus US GAAP, and supporting operations in making payments to merchants and reconciling the transactions with accounting by helping with the assignment processes to the FIDC.
- Model and ensure sufficient liquidity for the operation.
- Support in defining the financial strategy by assisting operational areas.
- Work closely with the superior to support ongoing daily functions
Requirements
- Bachelor’s degree in Finance, Statistics, Economics or related studies.
- Desired MBA or Master in Finance.
- 3-5 years of experience in financial planning & analysis, budgeting, forecasting, and financial reporting, in a fast-paced, high-growth environment.
- Strong analytical mindset with a keen attention to detail, a proactive approach to problem-solving and forecasting skills to ensure healthy financial planning and operations control.
- Understanding of corporate finance, accounting principles, and financial reporting standards (GAAP, NIF).
- Advanced knowledge of Excel, Google Suite, and data analysis software.
- Experience with NetSuite, PBCS/Hyperion is a plus.
- English advanced for conversational use.
Benefits
- 100% Company-funded Health and dental and vision discount plan for employees and immediate family members.
- Life insurance.
- Phone finance, Headphone, home office equipment and wellness perks.
- 30 days of Christmas bonus
- 20 days paid Vacation
- 50% Vacation premium
- 13% Saving funds
- $2,000 MXN monthly grocery coupons
- $2,000 USD annual Co-working Travel perk
- $2,000 USD annual Professional Development perk
- Catered lunches
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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