Sr Finance Process & Automation Analyst

Posted An Hour Ago
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Mexico, Cuauhtémoc, Mexico City, MEX
Hybrid
Senior level
Fintech • Payments • Software • Financial Services
The Role
Implements automation for monthly accounting close and high-volume banking processes. Translates finance requirements into automated workflows, develops controls and exception handling, and builds dashboards for reconciliations, data quality, and accounting monitoring. Collaborates with Finance, FinOps, Data, Product, and Engineering teams to identify automation opportunities. Requires advanced Excel and SQL, intermediate Python, API experience, and familiarity with accounting or ERP systems.
Summary Generated by Built In

About Klar

We're turning one of the world's largest underbanked markets into something fairer, simpler, and more transparent. 

7 million users served since 2019. Uber's first global credit card, built right here in Mexico. Klar Empresarial, a brand-new B2B solution — Klar Empresarial — bringing agile credit and smart accounts to SMEs who've been ignored by traditional banks for too long. And a full banking license on the horizon, because our customers asked for it and we listened.

We move fast, we think big, and we go all in, because as our CEO puts it: "Growing doesn't always mean going further. Sometimes it means going deeper." 

Behind all of it is a team of 30+ nationalities, working across Mexico City, Berlin, and Argentina, obsessed with building financial products that are simpler, faster, and fairer than anything that came before.

This is Klar, and we're seeking the people who'll write the next chapter.

Our people

If you join us at Klar, you’ll be welcomed to a team that is rich in many talents and we are very proud! With our head office in Mexico City, and remote tech hubs in Berlin and Argentina, we are always learning something new about another culture or language. With so many people from different backgrounds and walks of life (young professionals, parents, LGBTQ+, neurodivergence), you’ll definitely find your people here! 

and walks of life (young professionals, parents, LGBTQ+, neurodivergence), you’ll definitely find your people here! 

Our values

Ownership - We own our successes & our failures as a team.

Excellence - We do everything to the best of our ability & always seek to achieve a new level of excellence in our work.

Inclusion - We believe we are stronger together and actively work to promote a safe, diverse, inclusive, and respectful culture.

Customer Obsession - We understand the value Klar can bring to its customers & it’s always at the forefront of our decisions.

Klarity - We communicate clearly & with authenticity. It’s in our name & it’s what we do.

The position and your daily adventures

This is a full-time position based in our Mexico City office with a hybrid model, therefore we are looking forward to seeing you in our office 2-3 times per week. 

What you can expect:

  • Implement automation solutions for the monthly accounting close, with a focus on main banking products and other high-volume accounting processes.
  • Work with Accounting and Finance teams to translate business requirements into technical solutions and automated workflows. 
  • Develop and maintain controls, monitoring, and exception-handling processes to ensure the completeness, accuracy, and traceability of automated accounting processes. 
  • Build tools and dashboards to monitor accounting close, reconciliations, exceptions, and data quality. 
  • Document controls that ensure the quality and traceability of automated processes.
  • Collaborate with FinOps, Data, Product, and Engineering teams to identify and prioritize new automation opportunities. 

What we are looking for:

  • Bachelor’s degree in an engineering discipline or analytical field (e.g., Computational, Mechatronics, Mathematics, Physics, etc.)
  • 3+ years of experience in business analysis, finance automation, data analytics, process improvement, or a related role. 
  • Accounting knowledge is a plus, especially when combined with experience in process automation and ERP systems such as SAP. 
  • Previous experience in a financial institution, banking, lending, or fintech environment is a plus. 
  • Experience working with APIs, including connecting to and consuming data from systems such as a data warehouse.
  • Advanced Excel. Knowledgeable in formulas, pivot tables, and macros.
  • Advanced SQL.
  • Intermediate Python, particularly for data processing, automation, and validation. 
  • Elementary English.

Our offer to you:

  • Competitive salary based on performance and experience
  • Chance of earning Klar stock options
  • 15 days of paid vacation per year; plus extended maternity and paternity leaves
  • Vacation premium
  • 30 days of Christmas bonus
  • Food vouchers
  • Medical Insurance
  • Computer device
  • Wellhub  subscription to offer mental and physical health
  • Sponsored coaching and therapy sessions via a Mental Health Platform
  • A modern centrally located office in Mexico City with free drinks, snacks, and regular social events
  • International work environment with amazing and highly skilled people
  • A world class team that helps you evolve your skills in areas you're interested in

Klar is a safe place for everyone!

We trust our highly skilled and diverse team and we’re committed to creating a welcoming and inclusive environment for new talents to flourish. We value diversity and welcome all applications regardless of gender, nationality, ethnic and social origin, religion/belief, physical abilities, age, sexual orientation and identity.

Should you require any accommodations through the recruitment process, please don’t hesitate to let us know how we can help!

Skills Required

  • Bachelor's degree in engineering or an analytical field
  • 3+ years of experience in business analysis, finance automation, data analytics, process improvement, or a related role
  • Experience working with APIs and consuming data from systems such as data warehouses
  • Advanced Excel, including formulas, pivot tables, and macros
  • Advanced SQL
  • Intermediate Python for data processing, automation, and validation
  • Elementary English
  • Accounting knowledge, particularly with process automation and ERP systems such as SAP
  • Experience in a financial institution, banking, lending, or fintech environment
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The Company
351 Employees

What We Do

Klar is a Mexican digital bank and financial services platform that provides a secure, transparent, and free alternative to traditional banking services. Utilizing an app-based platform, the company offers a variety of deposit and credit services, including credit cards and loans. By leveraging AI-powered underwriting, Klar specifically targets Mexico's underbanked population to enable rapid customer acquisition and efficient credit decisioning.

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