Financial Planning and Analysis Associate

hace 5 días


Alajuela, Alajuela, Costa Rica Zm Financial Systems A tiempo completo

Zm Financial Systems values a workplace culture that supports our mission to be the Agency of Choice for our customers, employees, and future employees.

We are committed to fostering a collaborative environment where everyone feels empowered to contribute their best ideas and skills. Our Culture focuses on Excellence and embodies behavioral qualities such as Integrity, Responsiveness, Collaboration, Respect, and Passion.

We believe that exceptional Shared Services teams are vital to our international success. That's why we're looking for a talented individual to join our team as a Management Reporting Specialist.

In this role, you will be responsible for preparing monthly reports, variance analysis, and commentaries that help identify key focus areas for management. You will work closely with the in-house accounting team and AP team to ensure the integrity and relevance of management reporting.

Able to perform system reconciliations and adjustments to guarantee correct reporting, the successful candidate will also prepare relevant ad-hoc analysis in support of the financial planning and analysis processes.

You will work with business intelligence tools to deliver timely and accurate reporting and dashboards to key business stakeholders. Participating in special projects as assigned by Finance management, you will interact with various departments including Accounting, Investor Relations, Treasury, HR, Tax, and business line representatives.

Key Responsibilities:

  1. Prepare monthly reports, variance analysis, and commentaries to help identify key focus areas for management
  2. Work closely with the in-house accounting team and AP team to ensure the integrity and relevance of management reporting
  3. Perform system reconciliations and adjustments to guarantee correct reporting
  4. Prepare relevant ad-hoc analysis in support of the financial planning and analysis processes
  5. Work with business intelligence tools to deliver timely and accurate reporting and dashboards to key business stakeholders

Qualifications:

  • Undergraduate degree in Finance, Accounting, Economics, or other business discipline or progress toward equivalent accountancy qualification
  • 1+ years experience in financial planning and analysis (FP&A) - reporting and modeling or in a finance environment
  • Proficiency in English in both written and verbal communication
  • Proficiency with Microsoft Office (Excel, PowerPoint)
  • Exposure to Power BI or similar business analytical tools preferred but not required


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