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Financial Analyst Jr
Full Time
Accounting & Finance
México
Salary Range: US$36,000.00 to US$120,000.00* per Annually
*Depending on experience, capabilities & performance
CA-AF-34782
Job Description
Key Responsibilities:
Analyzing financial data, including budgets, forecasts, and financial statements, to identify trends, patterns, and areas for improvement.
Conducting in-depth financial research and analysis on market trends, competitors, and industry benchmarks to support business decision-making.
Developing financial models, forecasts, and scenario analysis to assess business performance and evaluate investment opportunities.
Preparing comprehensive reports and presentations to communicate financial analysis, findings, and recommendations to stakeholders and senior management.
Assisting in budgeting and financial planning processes, including revenue projections, expense tracking, and variance analysis.
Collaborating with cross-functional teams to gather financial data and insights for business initiatives, projects, and strategic planning.
Monitoring and evaluating financial performance metrics and key performance indicators (KPIs) to identify risks and opportunities.
Conducting profitability analysis, cost analysis, and ROI assessments to drive efficiency and profitability.
Assisting in financial audits, ensuring compliance with regulations and internal controls.
Keeping up to date with industry trends, regulations, and best practices in financial analysis and reporting.
Key Activities:
Prepare financial statements (income statement, balance sheet, cash flow statement).
Manage accounts payable and accounts receivable processes.
Reconcile bank statements and other financial accounts regularly.
Monitor company budgets and compare with actual expenses.
Conduct variance analysis to explain financial performance.
Handle payroll processing and ensure compliance with tax regulations.
Prepare and file tax returns (corporate, VAT, payroll, etc.).
Maintain general ledger and ensure accurate journal entries.
Assist in financial forecasting and cash flow management.
Support annual audits by preparing required documentation.
Academic Skills and Qualifications
Degree in Finance, Economics, or Accounting: A Bachelor’s degree with a strong emphasis on quantitative analysis and financial theory.
Foundational Real Estate Finance: Academic understanding of Cap Rates, IRR (Internal Rate of Return), NPV (Net Present Value), and Cash-on-Cash returns.
Data Analysis & Statistics: Proficiency in statistical methods to interpret property market trends and economic indicators.
Advanced Excel & Google Sheets: Mastery of complex formulas, pivot tables, and financial modeling (VBA knowledge is a plus).
AI Tool Integration: Proficiency in using LLMs like Claude for rapid document summarization, data extraction from PDFs, and formula generation.
Introduction to Python/SQL: Basic academic knowledge of programming to query real estate databases and automate repetitive data tasks.
Financial Reporting Standards: Understanding of IFRS or local GAAP (Mexico/UK) to ensure all syndication reports are compliant.
Market Research Methodologies: Ability to conduct academic-grade research on regional property markets and macroeconomic shifts.
Business Writing & Communication: The ability to translate complex numerical data into clear, concise executive summaries and memos.
Ethical Finance & AML: Foundational knowledge of Anti-Money Laundering (AML) regulations and "Know Your Customer" (KYC) protocols in real estate.
Investment Banking Basics: Understanding the structure of debt and equity in real estate syndication and lending processes.
Critical Thinking & Logic: Strong deductive reasoning skills to spot anomalies in financial data before they reach the senior team.
Key Skills and Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field. 1+ years of experience in financial analysis, investment banking, or a similar role.
Strong analytical and quantitative skills, with a keen attention to detail. Proficiency in financial modeling, forecasting, and data analysis.
Advanced Excel skills and experience with financial software and tools.
Solid understanding of financial statements, accounting principles, and financial ratios.
Excellent communication and presentation skills, with the ability to convey complex financial concepts in a clear and concise manner.
Strong problem-solving and critical thinking abilities.
Ability to work collaboratively in a team environment and manage multiple priorities.
Knowledge of industry regulations and compliance standards.
Work Experience:
With 1-2 years of experience, assisted in analyzing financial data, preparing reports, and forecasting budgets to support business decisions. Collaborated with senior analysts to evaluate investment opportunities and track key performance indicators, ensuring accuracy and compliance with company standards.
Daily Job Schedule:
Our office hours are typically from 9:00 AM to 5:00 PM, Monday to Friday. However, flexibility may be required to accommodate project deadlines and deliverables.
What we offer!
At our organization, we work hard to establish a welcoming environment that draws in and keeps great people. We are aware of the importance of a supportive workplace environment for our employees' success and happiness. Here is a summary of the ideal workplace culture we provide to attract all job hopefuls:
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An inclusive and diverse culture is important to us because we think that different viewpoints and experiences foster better creativity and problem-solving. Every employee feels accepted, valued, and empowered to offer their special thoughts and experiences because we promote an inclusive atmosphere.
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We encourage teamwork and collaboration because we know that when people work together, they typically get the best results. To create a friendly and supportive workplace, we promote open communication, idea exchange, and cross-functional cooperation.
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Opportunities for Growth and Development: We place a high priority on our workers' continued development. To improve their skills and expertise, we provide a range of learning and development programs, mentorship opportunities, and ongoing training. We give employees a clear career path and aid them in reaching their professional objectives.
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Work-Life Balance: We are aware of how crucial it is to keep a positive work-life balance. We encourage employees to take time off to recover and pursue personal interests and we provide flexible work schedules, remote work opportunities (where appropriate), and other benefits. We think that having a healthy work-life balance makes people happier and more effective.
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Recognizing and rewarding hard work and contributions from employees is important to us. We offer benefits and attractive salary packages that are in line with industry standards, and we have a structured recognition program that recognizes excellent achievement.
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Employee Support: We place a high priority on our employees' support and well-being. We provide access to services for both physical and mental health as well as comprehensive health insurance policies, wellness initiatives, and programs. We encourage staff to express their concerns or ask for help when necessary and maintain an open-door policy.
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Environment for Innovation and Creativity: We promote an atmosphere for innovation and creativity. We give workers the freedom, autonomy, and resources they need to try out novel concepts, innovative ideas, and cutting-edge technologies. We support questioning the status quo and making continual improvements to our procedures and products.
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Social responsibility and sustainability are important to us because we want to have a beneficial influence on both people and the environment. We offer volunteer opportunities, sustainability programs, and corporate social responsibility activities so that staff members can support worthwhile causes and change the world.
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Transparent Communication: We support open lines of communication and educating staff on new initiatives, objectives, and tactics. We have regular town halls, team meetings, and offer avenues for comments and feedback. We value candid conversation and welcome employee ideas and input.
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Fun and Engaging Activities: We are committed to fostering a positive work environment. We plan social events, team-building exercises, and joint milestone and achievement celebrations. We support an upbeat, welcoming environment where humor and creativity flourish.
Benefits
Health & Wellness
Fitness & Recreation
Health Insurance
Life Insurance
Continuing Education
Training & General Education
Foreign Language
Family
Flexible Scheduling
Child Care
Finance
Retirement Plan
Bonus / Compesation
Free Time
Paid Off Time
Sick Leave
Law Enforcement & Veteran Benefits
Special Discounts
Special Learning Programs
DISCLAIMER
IMPORTANT: earnings and legal disclaimers Carlos Ayala is an Internet marketing and security professional and his results are not typical. Your experiences are not a guarantee that you will earn money. You can do more, less or the same or nothing at all. This is purely educational. No income is guaranteed.
Only serious and ambitious entrepreneurs please apply.
Prices are subject to change without notice. No refunds will be allowed for tickets at any price level. If for some reason you cannot attend the events that are organized, you will receive full credit for your investment in my store (iamcarlosayala.com). There is no risk for your investment with me today.






