Senior Investment Associate managing a $4B book of business with HUB International. Supporting client advisory, investment research, and operational workflows in a collaborative environment.
About the role
- Senior FP&A Analyst at one of Brazil's largest private banks. Engaging in financial planning and analysis processes within a collaborative environment.
Responsibilities
- Preparation of financial and budgetary projections (budget and forecast);
- Profitability analysis by product/segment (e.g., vehicles, loans, payroll-deductible loans - consignado);
- Act as a business partner to commercial and operations teams;
- Develop executive presentations for the board and executive committees;
- Monitor KPIs and financial performance metrics;
- Contribute to and facilitate process automation and functional transformation;
- Produce economic and financial analyses to identify insights and business opportunities.
Requirements
- Advanced Excel: financial modeling, pivot tables, complex formulas, automations;
- SQL/Python: extraction and manipulation of data directly from relational databases;
- Power BI / Tableau / data visualization tools: creation of interactive dashboards and management reports;
- Knowledge of accounting and corporate finance: financial statements, income statement (DRE) analysis, balance sheet, cash flow;
- Forecasting and budgeting: financial projections, scenario analysis, budget planning;
- Analytical and critical thinking, clear and concise communication;
- Teamwork, adaptability, and resilience.
Benefits
- Work in a supportive and collaborative environment
- Diversity and inclusion programs
- Recognition of best practices in finance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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