Sr. Financial and Planning Analyst

Position: Senior Financial and Planning Analyst / Financial and Planning Specialist

Location: Santo Amaro, São Paulo/SP

Department: Finance

Reports to: Chief Financial Officer (CFO)

Overview:

The Financial and Planning Analyst is a key member of the Finance team, responsible for supporting financial planning, analysis, reporting, budgeting, and forecasting activities. This role partners with multiple functions across the organization to provide financial insights, ensure reporting accuracy, support decision-making, and drive process improvements within a public company environment.

Primary Purpose of Role:

Provide financial analysis and reporting support through the compilation, interpretation, and presentation of financial information. The position is responsible for supporting budgeting, forecasting, financial planning, reporting compliance, and continuous improvement initiatives while ensuring adherence to company policies and financial standards.

Key Responsibilities:

• Compile and analyze financial information from multiple areas of the organization.
• Develop revenue, expense, and financial performance analyses.
• Prepare forecasts, projections, reports, and management presentations.
• Support annual budgeting and financial planning processes.
• Coordinate the preparation and analysis of annual financial documents.
• Ensure consistency and accuracy of financial reporting across departments.
• Partner with stakeholders to maintain compliance with company financial policies and regulatory requirements.
• Support financial reporting systems, databases, and internal control processes.
• Analyze, document, and improve financial reporting procedures and workflows.
• Utilize SAP and advanced spreadsheet applications to support financial analysis and reporting.
• Present financial information and recommendations to management and business stakeholders.
• Identify opportunities to improve reporting efficiency and financial processes.

Qualifications:

• Strong analytical and problem-solving skills.
• Advanced Excel skills and experience working with complex spreadsheets and financial data.
• Experience with ERP systems, preferably SAP.
• Knowledge of budgeting, forecasting, financial analysis, and financial reporting.
• Understanding of accounting principles and financial controls.
• Database management and reporting system experience.
• Strong written and verbal communication skills.
• Ability to work effectively in a high-volume and fast-paced environment.
• Strong organizational and planning skills.
• Ability to collaborate with cross-functional teams and influence stakeholders.
• High level of professional maturity, accountability, and attention to detail.

Experience:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum 8 year of experience as a Financial Analyst, Budget Analyst, or Accounting professional.
• 10+ years of experience preferred.
• Experience working with budgeting, forecasting, financial reporting, cost analysis, or FP&A activities.
• SAP experience preferred.
• Fluent English required.
• Basic to intermediate Spanish communication skills preferred.
• Experience in Consulting environments, Manufacturing, Auto Parts / Automotive Components, Mining, Oil & Gas or Agribusiness is highly preferred.
• Candidates with broad exposure to end-to-end financial processes, cross-functional collaboration, and financial analysis will be highly valued.