Financial Planning & Analysis (FP&A) Analyst
At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders
About the client: The client is a private equity-backed wealth management company with approximately $30 billion in assets under management. With a national presence of 500 employees, the company is rapidly growing through acquisitions and is seeking to strengthen its FP&A function to enhance financial reporting, forecasting, and strategic planning.
Role Overview: We are looking for an FP&A Analyst to join our finance team and support business decision-making through financial analysis, reporting, and forecasting. The ideal candidate will have strong analytical skills, experience in financial modeling, and the ability to work independently within a fast-paced environment.
Key Responsibilities:
Prepare financial reports, dashboards, and variance analysis to support strategic decision-making.
Develop and maintain financial models for budgeting, forecasting, and business planning.
Analyze key financial metrics and trends to provide insights and recommendations to senior management.
Support M&A activities by conducting financial due diligence and integration analysis.
Assist in preparing presentations and reports for leadership and board meetings.
Collaborate with cross-functional teams to streamline financial processes and improve efficiency.
Monitor industry trends and competitor performance to support business strategy.
Requirements:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
2+ years of experience in FP&A, corporate finance, or a related field.
Strong proficiency in Excel and financial modeling.
Experience with financial reporting tools (e.g., Power Point)
Excellent communication skills and ability to present financial data to non-financial stakeholders.
Ability to work independently and proactively suggest process improvements.
Fluent in English (written and verbal).
What's in it for you:
Competitive salary range in USD
PTO
US Holidays
Opportunity for growth within a fast-paced, expanding organization.
We consider candidates from all around LATAM! This is a full-time, remote position to work with the USA. Sounds like you? Let's see your application!
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