Strategic Financial Planning Expert

hace 16 horas


San Francisco, Heredia, Costa Rica Moody'S A tiempo completo
About the Role

Moody's is a global integrated risk assessment firm that empowers organizations to make informed decisions.

Job Summary

The Strategic Financial Planning Expert has the responsibility of providing advanced support through all phases of financial planning and analysis processes. This includes business partnering, working on cross-functional projects, and performing a broad range of financial activities including planning, analysis, budgeting, and reporting.

This expert-level position requires a meticulous and strategically-minded individual who can provide sophisticated support to the business planning processes and results.

Key Responsibilities
  • Support the execution of financial planning and analysis processes, projects, and ad-hoc requests as required by the Finance organization.
  • Provide intermediate/advance support to the preparation of monthly reports and variance analysis that will help identify key focus areas for management in a timely manner.
  • Provide intermediate/advance support to the input of forecast and budget projections and adjustments into Moody's financial reporting system.
  • Partner with local, regional, and global contacts and communicate effectively with the business to foster good working relationships with the rest of the organization.
  • Develop and update financial models to assist in central initiatives and support critical decisions through financial projections and critical metrics.
Required Skills and Qualifications
  • Post-graduate qualification in Finance, Accounting, Statistics, or quantitative field (e.g., MBA, CPA/CA, CIMA, ACCA).
  • 3-5 years of relevant experience in Financial Planning or equivalent, preferably with analysis processes, modelling, business intelligence tools, and data science experience.
  • Excellent verbal & written English skills, with detail and data quality oriented and capable of summarizing and effectively communicating findings/analysis to senior team members or management.
  • Proficiency in Microsoft Office (preferably: Office 365), financial modeling, and related financial systems.
Benefits and Other Perks

Mohy’s 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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