Jr Finance Analyst

Posted 2 Days Ago
Be an Early Applicant
Guadalajara, Jalisco, MEX
In-Office
Junior
Fintech • Real Estate • Financial Services • PropTech
The Role
Support finance team by preparing recurring financial reports, maintaining financial models and KPI reports, reconciling data, assisting budget and variance tracking, and collaborating with cross-functional teams to improve reporting efficiency and support decision-making.
Summary Generated by Built In

Description

Job Overview

A Junior Financial Analyst is responsible for supporting the finance team by preparing financial reports, maintaining financial models, reconciling data, and assisting with budgeting and forecasting activities. This role focuses on ensuring data accuracy, supporting reporting processes, and developing foundational financial analysis skills while collaborating with cross functional teams to support business operations and decision making.

(P) Production Responsibilities

  • Prepare recurring financial reports including branch, channel, and departmental financial performance.
  • Maintain and update financial models created by senior finance team members.
  • Develop and maintain key performance indicator (KPI) reports.
  • Prepare clear and accurate financial summaries for internal stakeholders.

(A) Administrative Responsibilities

  • Reconcile financial and operational data across systems to ensure reporting accuracy.
  • Assist with monthly and quarterly variance tracking against budgets.
  • Support the annual budget preparation process by gathering and organizing departmental inputs.
  • Assist with documenting financial processes and maintaining reporting procedures.

(E) Entrepreneurial Responsibilities

  • Assist with identifying opportunities to improve reporting efficiency.
  • Support margin tracking and profitability analysis across business units.
  • Assist with tracking expenses and identifying areas for cost visibility and efficiency.

(I) Integration Responsibilities

  • Collaborate with cross-functional teams to gather data and support reporting needs.
  • Provide financial information support to departments as requested.
  • Support communication between finance and operational teams.

Requirements

Requirements

  • Bachelor’s degree in finance, Accounting, Economics, or related field.
  • 0 to 2 years’ experience in finance, accounting, data analysis, or related field (internship experience acceptable).
  • Strong proficiency in Microsoft Excel including formulas, pivot tables, and data organization.
  • Familiarity with financial systems or data tools (e.g., QuickBooks, SAP, Oracle, Power BI, Tableau) is a plus.
  • Basic understanding of financial and accounting principles.
  • Strong attention to detail and commitment to data accuracy.
  • Ability to manage multiple tasks and meet deadlines in a structured environment.
  • Strong communication skills with the ability to explain financial information clearly.
  • Willingness to learn financial modeling and reporting best practices.

Skills

  • Skilled in data organization and financial reporting support.
  • Proficient in Excel and structured data management.
  • Basic knowledge of budgeting and financial reporting concepts.
  • Strong analytical and problem solving skills.
  • Attention to detail and accuracy.
  • Ability to work independently and as part of a team.
  • Excellent time management and organizational skills.
  • Ability to follow standardized processes and maintain documentation.

Proficiency in English

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 0 to 2 years' experience in finance, accounting, or data analysis (internship acceptable)
  • Strong proficiency in Microsoft Excel including formulas and pivot tables
  • Familiarity with financial systems or data tools (QuickBooks, SAP, Oracle, Power BI, Tableau)
  • Basic understanding of financial and accounting principles
  • Strong attention to detail and commitment to data accuracy
  • Ability to manage multiple tasks and meet deadlines
  • Strong communication skills to explain financial information clearly
  • Willingness to learn financial modeling and reporting best practices
  • Proficiency in English
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Year Founded: 2007

What We Do

Panorama Mortgage Group, LLC (d/b/a SimplyPMG) is a leading independent mortgage bank and nonbank lender providing a variety of loan products, including government, portfolio, renovation, and conventional loans. With a focus on increasing family wealth through homeownership, particularly for first-time Hispanic homebuyers, the company offers purchase, refinancing, and cash-out options through a simplified, digital-first mortgage platform.

Similar Jobs

Micron Technology Logo Micron Technology

Senior Design Verification Engineer

Artificial Intelligence • Hardware • Information Technology • Machine Learning
In-Office
Tlaquepaque, San Pedro Tlaquepaque, Jalisco, MEX
45000 Employees

Micron Technology Logo Micron Technology

Supply Chain Planner NCG

Artificial Intelligence • Hardware • Information Technology • Machine Learning
In-Office
Tlaquepaque, San Pedro Tlaquepaque, Jalisco, MEX
45000 Employees

CrowdStrike Logo CrowdStrike

Regional Sales Manager

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
México
11000 Employees

Mondelēz International Logo Mondelēz International

Manager, Engineering Digital (Automation)

Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Remote or Hybrid
México
90000 Employees

Similar Companies Hiring

Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account