Strategic Financial Insights Specialist

hace 8 horas


San José, San José, Costa Rica Zm Financial Systems A tiempo completo
About Zm Financial Systems

At Zm Financial Systems, we empower people to make informed decisions and achieve their goals.

We are a trusted source for credit ratings and research, valued globally for our insight and rigor.

Financial Data Analyst Role

As a Financial Data Analyst, you will play a crucial role in the ratings and research process by analyzing financial documents and data provided by issuers.

  • You will use your accounting and finance expertise to perform financial statement analysis, adjust reported data according to relevant methodology requirements, and review and analyze ratios.
  • Responsible for reviewing and understanding financial statements, official statements, and other documents related to issuers' performance.
  • You will work directly with ratings and support analysts to explain the data, adjustments, and other information needed.
  • Build documentation and provide mentorship to support analysts and outsourcers.
  • Review, adjust, and publish data to external market participants.
  • Regularly collaborate with Moody's ratings analysts regarding financial and operational data needed for analysis and publications.
  • In addition to regular daily responsibilities, FDAs will have the opportunity to work on new projects such as technology projects, accounting changes, analytic reviews, methodology updates, and implementation of operational improvements.
Key Qualifications
  • Bachelor's degree in Business management, Public Administration, Accounting, Finance or related field.
  • Fluent in both English and Portuguese (B2 level).
  • Knowledge in analyzing financial documents and accounting is required.
  • Prior experience 1-3 years in analyzing financial documents and accounting is a plus.
  • Fully proficient in English, capacity to express ideas and attend calls and meetings.
  • Shown understanding of Microsoft Office products and particularly Excel, such as pivot tables, lookups, etc.
  • Ability to multitask, balance priorities, display initiative, and work independently in a fast-paced environment.
  • Strong interpersonal communication (verbal & written) skills.

Zm Financial Systems is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity, or any other characteristic protected by law.



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