Financial Planning Support Associate at Davy providing client support and ensuring regulatory compliance in financial planning initiatives.
About the role
- Financial Analyst supporting budgeting and forecasting for Logcomex's technology solutions in international trade. Collaborating on financial modeling and data pipelines for long-term business sustainability.
Responsibilities
- Assist in financial modeling and in managing the Budget, Forecast and Long-Term Planning;
- Calculate and monitor KPIs and unit economics;
- Prepare analysis and control of costs, expenses, pricing and profitability;
- Prepare and analyze financial statements and managerial financial and accounting reports;
- Identify improvement opportunities and propose changes to tools and internal control processes;
- Prepare reports, analyses and presentations to support decision-making and ensure results;
- Assist in implementing actual vs. budget tracking through BI platforms;
- Manage and improve data pipelines;
- Collaborate with other teams to ensure alignment and support business decisions;
- Assist in data collection to develop forecasting strategies and methods to ensure long-term profitability and the economic sustainability of the business;
Requirements
- Degree, preferably in Engineering, Economics, Accounting, or Business Administration;
- Experience in Financial Modeling;
- Advanced knowledge of Budget Planning;
- Advanced Excel;
- Experience creating and implementing finance BI projects (Looker, Power BI, Tableau, etc.) is a plus;
- Advanced/Fluent English;
- Previous experience in startup environments and SaaS companies;
- Knowledge of programming languages (SQL, Python, etc.);
Benefits
- Caju benefits with a fixed amount of R$2,300.00 per month (CWB and RMC) or R$1,840.00 (other regions) (food, mobility, multi-balance and home office allowance);
- Health plan (Unimed or Amil) with national coverage;
- Dental plan (Odontoprev);
- Life insurance - MetLife;
- Wellhub;
- Keiken (psychological support platform);
- Starbem (health services platform for physical, mental and emotional well-being);
- Pharmacy partnership with Panvel;
- Extended maternity and paternity leave through the Empresa Cidadã program;
- Learning subsidy in partnership with Unico Skill, offering options for undergraduate and postgraduate degrees, language courses, mentorships, etc.;
- Private English lessons for leadership and for specialists (Level II and above);
- School/Education assistance;
- Fresh fruit, cookies, coffee, tea and energy drinks available at any time;
- Happy hours, integration events and team buildings;
- Travel to the office for Loggers from other locations is covered by the company;
- Partnerships with Market 4U and KÜK Station to offer the best for our Loggers on office days;
- No dress code: be yourself and wear what makes you comfortable;
- Relaxed environment, full of challenges and video game tournaments; rest hammocks for a breather during the busy day;
- Log library with great books for all Loggers to develop;
- In-company massages;
- Birthday day-off;
- Birthday gift;
- Great gifts on each Logger anniversary;
- Recruta Loggers (referral program with cash bonus).
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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