Financial Planning Expert

hace 2 semanas


San Francisco, Heredia, Costa Rica Experian A tiempo completo

Financial Planning and Analysis Role

We are seeking an experienced Senior Financial Analyst to join our team, providing critical support for financial planning, analysis, and reporting. The ideal candidate will possess strong analytical and technical skills, with the ability to drive process improvements and foster effective partnerships with business units.

Key Responsibilities:

  • Develop and maintain financial models and reports, ensuring accuracy and completeness.
  • Collaborate with cross-functional teams to identify areas for process improvement and drive change.
  • Provide expert analysis and recommendations to senior management, using data-driven insights to inform business decisions.
  • Stay up-to-date with industry trends and developments, applying knowledge to drive business growth and improvement.
  • Ensure compliance with regulatory requirements and company policies, maintaining a culture of excellence and integrity.
  • Build and maintain strong relationships with stakeholders, both internally and externally, through effective communication and collaboration.
  • Deliver high-quality results under tight deadlines, prioritizing tasks and managing competing demands.

Requirements

  • Bachelor's degree in Finance, Economics, Accounting, or related discipline.
  • Master's in Business Administration, Certified Public Accountant, or other related Master's degree considered a plus.
  • 4+ years of progressive experience in Finance or Accounting processes.
  • Strong analytical and technical skills, with experience in financial forecasting and analysis.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with stakeholders.
  • Strong problem-solving skills, with the ability to drive process improvements and foster effective partnerships.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing competing demands.
  • Commitment to accuracy and integrity in research/analysis.


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    Zm Financial Systems seeks a skilled Financial Planning and Analysis Expert to join our team.The ideal candidate will possess a strong background in finance, with experience in financial planning, budgeting, and forecasting. The role requires advanced analytical skills, with the ability to develop and maintain complex financial models.Responsibilities...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    At Moody's, we are seeking an experienced Financial Planning Expert to oversee the financial planning and analysis processes. This role involves managing core planning functions, providing strong leadership, and partnering with different teams to deliver cross-functional projects.Key Responsibilities: Support the execution of financial planning and...


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    Are you a detail-oriented and analytical professional looking for a new challenge? Do you have experience in financial planning and analysis? If so, we encourage you to apply for the Corporate Financial Insights Expert position at Zm Financial Systems.About the Role:The successful candidate will be responsible for providing support to corporate business and...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    **Job Description**We are seeking a Financial Planning and Analysis Expert to join our Finance team. The successful candidate will be responsible for developing and maintaining financial models to forecast revenue and costs.The ideal candidate will have strong analytical skills and experience in financial planning and analysis. They will work closely with...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    About the Role:We are seeking a skilled Financial Planning and Analysis (FP&A) professional to join our team at Citi. As an FP&A expert, you will play a critical role in analyzing financial performance, developing planning processes, and providing strategic insights to senior stakeholders.Key Responsibilities:Analyze financial performance of Citi and its...


  • San Francisco, Heredia, Costa Rica British American Tobacco A tiempo completo

    We are seeking a highly skilled Financial Planning and Analysis expert to join our team in Heredia, Costa Rica. As a Senior Financial Analyst, you will play a critical role in supporting the overhead finance teams in the RAISC Financial Planning department.Your key responsibilities will include:Preparing monthly forecasting and supporting closing...

  • Financial Planning Expert

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    **Job Summary**The Financial Planning and Analysis Senior Analyst is an intermediate level position at Citi. This role is responsible for providing management with analysis and insights of the company's financial results in coordination with the broader Finance team.This position is part of a larger effort to improve financial planning and analysis processes...


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    At Zm Financial Systems, we empower organizations to make better decisions and achieve brighter futures. Our team of experts provides support through all phases of the financial planning and analysis processes.About the RoleThe Associate Financial Analyst role has the responsibility of becoming a major contributor to our Finance team. You will provide...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job OverviewCiti is seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team. As an FP&A expert, you will play a crucial role in analyzing financial performance, developing business plans, and driving strategic decision-making.Key ResponsibilitiesAnalyze Citi's financial performance and that of competitors to identify...


  • San Francisco, Heredia, Costa Rica Moody'S Investors Service A tiempo completo

    **About Us**Moody's Investors Service empowers people to make better decisions and achieve brighter futures.We're a leading provider of credit ratings, research, and risk analysis. Our mission is to help investors make informed decisions by providing timely and accurate information about the creditworthiness of bonds, loans, and other securities.In this...


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    We are looking for a talented Financial Planning and Analysis Professional to join our team at Zm Financial Systems. As a key member of our finance department, you will play a critical role in providing support to corporate business and IT finance management through all phases of the financial planning and analysis processes.Job Summary:The successful...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    About the RoleWe are seeking a strong Financial Analyst Expert to support our month-end close responsibilities, revenue recognition, reporting functions, and sales forecasting. This role will be responsible for providing internal support within the business unit and creating partnerships to optimize processes.

  • Demand Planning Expert

    hace 5 días


    San Francisco, Heredia, Costa Rica Hewlett Packard Enterprise A tiempo completo

    We are seeking a Demand Planning Expert to join our team at Hewlett Packard Enterprise. In this role, you will be responsible for leading a broad range of complex supply chain processes, such as inventory analysis and planning, demand planning, import/export operations, and sales and operations planning (SOP).About the RoleYou will identify opportunities for...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    **Job Overview:**We are seeking a highly skilled Senior Financial Analyst to join our team at Moody's. As a Senior Financial Analyst, you will play a key role in providing intermediate and advanced support through all phases of the financial planning and analysis processes.**Key Responsibilities:**Provide support on analytical, forecasting, month-end, and...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    **Company Overview**Moody's is a global leader in integrated risk assessment, empowering organizations to make informed decisions. As a Financial Analyst, you will be part of the Commercial Financial Planning & Analysis team, supporting business growth through strategic financial planning and analysis.**Job Description**The Financial Analyst plays a critical...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job OverviewWe are seeking a highly skilled Senior Financial Analyst to support our North America business unit in their month end close responsibilities, revenue recognition, reporting functions, and sales forecasting. This role will provide opportunities to work closely with North America Finance Teams and support the business unit with specific analysis...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    About the RoleWe are seeking a Strategic Financial Operations Lead to join our team at Moody's. As a key member of our finance team, you will be responsible for providing expert support across the financial planning and analysis processes.Key Responsibilities:Collaborate with stakeholders to deliver high-quality financial information and insights.Develop and...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    About UsMoodys Shared Services Finance is committed to delivering high-quality services and solutions to our clients.We strive to create a collaborative and dynamic work environment that fosters innovation and growth.Job SummaryThe Senior Financial Analyst will provide expert-level support to the finance organization, including forecast modeling, incentive...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    Maintaining a leading edge in financial planning and analysis is crucial for organizations seeking to optimize their performance. As a Senior Financial Analyst at Moody's, you will play a key role in driving this vision forward.About the JobThis position offers an exciting opportunity to work closely with various stakeholders across the organization,...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Citi. The ideal candidate will have a strong background in financial analysis, planning, and reporting, with excellent analytical and communication skills.Key Responsibilities:Analyze and interpret financial data to inform business...