Financial Solutions Advisor providing investment advice and customized financial solutions at Bank of America. Collaborating with clients on investment strategies to achieve their financial goals.
DD
Hybrid Coordinador de Planeación Financiera
Posted 2 months ago
About the role
- Financial Planning Coordinator managing budgets, financial indicators, and reports for a dental and oncology insurance institution. Contributing to strategic planning and compliance in financial operations.
Responsibilities
- Preparar información para reportes matriciales para envío a corporativo
- Realizar seguimiento del presupuesto por área para asegurar el cumplimiento del control de presupuesto e informar al área involucrada y al subdirector financiero de cualquier desviación encontrada
- Calendarizar y gestionar entregas de reportes Para el Producto ONCO a la subdirección financiera, dirección general y corporativo
- Revisar forecast y rollforwards mensuales, así como proyecciones a corto, mediano y largo plazo de los estados financieros
- Planificar, organizar, dirigir y controlar las actividades relativas a la elaboración del presupuesto
- Coordinar y/o dar seguimiento a las acciones y desviaciones encontradas a nivel de tipo de gasto, canal, segmento, para cumplir con el presupuesto y plan estratégico
- Elaborar Planes de negocio y proyecciones de proyectos particulares, así evaluar el efecto en ppto
- Análisis de negocio para proyectos
Requirements
- Licenciatura en Administración de empresas, Contaduría, Finanzas, Ingeniería industrial o afín
- 3 años de experiencia en la elaboración y gestión de presupuesto, indicadores financieros KPI´s, sistemas contables, contabilidad general, elaboración de políticas, normas y procedimientos
- Preferente experiencia en el sector asegurador
- INDISPENSABLE: Manejo de Power bi o tableu
Benefits
- Prestaciones superiores a las de ley
- Desarrollo y crecimiento laboral
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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