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This job expired on 24/08/2026. It no longer accepts applications.

Client & Financial Analyst

Universia México · Meredale

🇪🇸 Español
Excel

Job description

About the role

The Client & Financial Analyst will support the branch by managing its financial planning, reporting and operational efficiency while ensuring compliance with corporate finance standards and service level agreements.

Key responsibilities

  • Prepare and monitor the branch’s overall budget.
  • Produce the branch’s financial statements.
  • Manage operating margin and identify efficiency opportunities.
  • Initiate and track finance‑related projects.
  • Ensure compliance with corporate finance requirements, including suppliers, margins, inter‑company contracts, taxes, liquidity and solvency.
  • Govern relationships with units that outsource services: draft and manage SLAs, monitor performance, handle incidents and report KPI data.

Required profile

  • Completed degree in Economics, Finance, Business Administration or a related field.
  • Experience in client management, account handling or commercial functions.
  • Advanced English proficiency (mandatory).
  • Intermediate to advanced Excel skills.
  • Strong negotiation, organization and communication abilities.
  • Analytical mindset with a customer‑focused orientation.

Required skills

  • Excel

Questions fréquentes

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Published 3 months ago

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Universia México

Meredale