Especialista de Planeación Financiera Comercial
Core
Financial planning and forecasting specialist supporting commercial revenue plans, P&L analysis, and profitability reporting for retail and financial institution segments.
Role type
Financial Planning & Analysis (FP&A) Specialist
Builds
Revenue plans, forecasts, P&Ls, and profitability analyses for commercial units
Domain
Financial Services / Retail Banking
Required skills
Financial planning, Revenue forecasting, P&L analysis, Variance analysis, Budgeting, Profitability analysis, Data reconciliation, Business scenario modeling
Preferred skills
None stated
Technologies
Microsoft Office
Responsibilities
Assist in developing customer revenue plans (Top 350, Financial Institutions, Retail Direct), generate monthly comparative revenue reports, create weekly and monthly revenue forecasts, prepare P&Ls by client, analyze profitability of new business opportunities, and reconcile sales and cancellations data.
Seniority
Mid-level, hands-on IC