Strategic Finance Expert

Posted One Month Ago
Be an Early Applicant
3 Locations
In-Office or Remote
Mid level
Payments • Financial Services
The Role
Develop and maintain corporate financial models, forecasts, KPIs, balance sheet and cash flow projections. Analyze new products and initiatives through TAM, ROI, unit economics and financial models. Build dashboards and reporting for leadership, support budgeting and cost efficiency, partner with business teams on strategic decisions, and prepare board, investor and fundraising materials.
Summary Generated by Built In

Clara is the leading platform in Latin America for companies to execute and manage every payment operation. More than 50,000 leading and fast-growing businesses run on our corporate cards, bill pay, financing and B2B payments, and in 2025 the Financial Times named Clara the region’s fastest-growing company. We’re passionate about helping every company we work with become more effective—and, through that, raising the region’s competitiveness. We’re ~400 people, backed by Notable Capital, Coatue, Kaszek, monashees, DST Global, ICONIQ, General Catalyst and Goldman Sachs, among others.

We are seeking a highly motivated and analytical Strategic Finance Expert to join our dynamic finance team. You will play a key role in developing and shaping our business and financial strategy, as well as executing on a number of high-impact cross-functional initiatives at the company.


You will help us better understand our business model to drive continuous improvement of KPIs, collaborate with business partners to evaluate the ROI of products, features, and initiatives and leverage AI to develop dashboards and analytical tools that will guide the executive team.

This position presents a rare opportunity for accelerated professional growth and development, regular exposure to Clara’s leadership team, and the chance to make an impact on B2B financial services in Latin America.

We’re prioritizing applicants based in Mexico City and São Paulo.

Responsibilities:

Strategic finance

  • Maintain Clara's consolidated corporate finance model, including updates to monthly forecasts, financial KPIs, balance sheet, and cash flow projections.
  • Drive financial and operational efficiencies by improving processes and ensuring accurate financial reporting and analysis.
  • Oversee and monitor SG&A, ensuring budget alignment and driving cost efficiencies and process optimization.

New business initiatives

  • Build business cases including TAM analysis and financial projections to support new product launches and feature releases, prioritizing projects based on highest ROI.
  • Develop reporting and dashboards to advise and inform the finance team and executive leadership on new product performance.
  • Conduct ad hoc financial analysis including unit economics, working capital management, cash flow forecasting, and customer acquisition efficiency models.

Business partner strategic analysis

  • Work closely with global and local leadership teams, providing financial insights to influence strategic business decisions that improve financial performance, including internal business review and planning materials.
  • Act as a business partner by supporting sales, growth, product, and other teams with data-driven recommendations.
  • Establish and maintain strong working relationships with key stakeholders across the organization.

Investor relations

  • Support preparation of board packs, investor updates, and associated financial reporting.
  • Build and update data room materials for equity and debt fundraising purposes.

Qualifications

  • Bachelor's degree in finance, economics, business, or a related field.
  • 3 - 4 years of experience in investment banking, venture capital, management consulting (MBB preferred), FP&A, strategic finance, and / or data science. Experience in startups or fintech is a plus.
  • You are already an active user of the latest and greatest AI tools, building custom workflows, dashboards, and applications for complex financial analysis.
  • You can also build scalable, efficient, and intuitive financial models in Excel with ease. 
  • Highly results-driven with strong organizational skills, a collaborative mindset, and exceptional attention to detail.
  • Ability to work independently, take initiative, and manage multiple time-sensitive priorities simultaneously.
  • Excellent communication and presentation skills, with experience preparing materials and analysis for executive-level audiences.
  • Bilingual proficiency in English as well as Spanish or Portuguese is required.

Where we work

This is a hybrid role: you'll split your time between the office, customers and home. We don't set a minimum number of office days for most roles — you'll spend time in the office naturally, and most days during your ramp-up or when your leader asks.

Why Clara
  • A high talent-density team driven to make an impact in Latin America — low ego, high ownership.
  • Competitive salary and stock options (ESOP) from day one.
  • An annual learning budget and accelerated development paths.
  • English is our working language, with Spanish and Portuguese every day.
How we work
  • Clarity — Open and direct communication: we say what we mean and give context where it matters.
  • Simplicity — If it can be simpler, it should be.
  • Ownership — We own everything we do, end to end. When something needs to happen, we don't wait.
  • Pride — We hold ourselves to a high standard, and it shows in what we deliver.
  • ABC (Always Be Changing) — We adapt fast, embrace change, and keep learning.
  • Inclusivity — Diverse ideas, stories and perspectives build a better Clara.

If you meet the must-haves, apply — the nice-to-haves are a bonus, not a requirement.

Skills Required

  • Bachelor's degree in finance, economics, business, or a related field
  • 3–4 years of experience in investment banking, venture capital, management consulting, and/or data science
  • Experience with startups or fintech
  • Active use of AI tools to build custom workflows, dashboards, and applications for complex financial analysis
  • Ability to build scalable and intuitive financial models in Excel
  • Strong organizational skills, collaborative mindset, and attention to detail
  • Ability to work independently, take initiative, and manage multiple time-sensitive priorities
  • Excellent communication and presentation skills, including executive-level materials and analysis
  • Bilingual proficiency in English and Spanish or Portuguese

Clara Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Clara and has not been reviewed or approved by Clara.

  • Equity Value & Accessibility — Equity grants are emphasized across several descriptions, with stock options commonly included and in some instances available from day one. Feedback suggests this ownership component is a meaningful part of total rewards.
  • Leave & Time Off Breadth — Time off offerings are portrayed as flexible, including references to flexible vacation and flexible time off policies. Feedback suggests this supports work–life balance for many roles.
  • Wellbeing & Lifestyle Benefits — Wellness support is cited through mental‑health platforms, coaching and meditation programs, and monthly wellness reimbursements in some contexts. Feedback suggests these offerings complement core benefits where available.

Clara Insights

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The Company
HQ: San Francisco, CA
476 Employees
Year Founded: 2020

What We Do

Clara is the leading payment platform for companies in Latin America. Our end-to-end solution includes our locally-issued corporate cards, Bill Pay, crossborder payments, and our highly-rated software platform used by thousands of the most successful companies across the region. Clara is backed by top global and regional investors such as Coatue, DST Global, General Catalyst, monashees, Kaszek, Canary, A*, BoxGroup, SV Angel, GFC, Picus Capital, Avid Ventures, ICONIQ Growth, Goldman Sachs, and prominent angel investors. Driven by our six core values (Ownership, Pride, ABC, Simplicity, Clarity and Inclusivity) we’ve reached a unicorn valuation in record time, have been recognized as a Great Place to Work and as one of the most promising startups according to Linkedin’s ranking “Top Startups 2021”. We’re looking for the best talent worldwide to join our team and be part of this journey, so you can't afford to miss this chance! We are: * Shaping business finances in Latin America * Driven by our 6 core values * Proud of our inclusive and caring culture * Certified as a Great Place to Work and a Top LinkedIn Startup

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