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Strategic Finance Expert

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

Bachelor's degree in finance, economics, business, or a related field., 3-4 years of experience in investment banking, corporate finance/strategy, or management consulting, preferably in startups or fintech., Exceptional financial modeling and analytical skills, with strong project management and problem-solving capabilities., Bilingual proficiency in English and Spanish or Portuguese is required..

Key responsabilities:

  • Maintain Clara’s consolidated corporate finance model and update monthly forecasts and financial KPIs.
  • Prepare internal business review materials and support investor reporting.
  • Build business cases and conduct financial analysis to support new product launches and feature releases.
  • Collaborate with leadership teams to provide financial insights that influence strategic business decisions.

Clara logo
Clara Fintech: Finance + Technology Scaleup https://www.clara.com/
201 - 500 Employees
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Job description

Clara is the leading spend management platform for companies in Latin America. Our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region.

Clara is backed by top investors and strategics including Accial Capital, Canary, Citi Ventures, Coatue, DST Global, General Catalyst, Goldman Sachs, ICONIQ Growth, Kaszek, Monashees, and Notable Capital, as well as prominent angel investors.

We are seeking a highly motivated and analytical Strategic Finance Expert to join our dynamic finance team. Reporting to the Global Head of FP&A, 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 develop dashboards and analytical frameworks that will guide the executive team.

This is an excellent opportunity for a detail-oriented professional with a passion for problem-solving and driving impactful results at a fast-growing fintech startup. We are open to working locations in Mexico City, São Paulo, or remote.

Responsibilities

Strategic finance

  • Maintain Clara’s consolidated corporate finance model, including updates to monthly forecasts, financial KPIs, debt covenants, balance sheet, and cash flow projections.
  • Prepare internal business review / planning materials and support investor reporting.
  • 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.
  • Act as a business partner by supporting growth and product teams with data-driven recommendations.
  • Establish and maintain strong working relationships with key stakeholders across the organization.
Qualifications
  • Bachelor's degree in finance, economics, business, or a related field.
  • 3 - 4 years of experience in investment banking, corporate finance / strategy, or management consulting. Experience in startups or fintech is a plus.
  • Exceptional financial modeling and analytical skills, with strong interpersonal, project management, and problem-solving capabilities.
  • You can build scalable, efficient, and intuitive financial models in Excel with ease. Experience with financial and data science tools such as Netsuite, Metabase, or SQL is a plus.
  • 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.
The way we do things is as important as what we do. That is why we operate on a set of carefully-identified values. They are what we expect from ourselves and each other in our day-to-day.
 
We value
Clarity - Open and direct communication
Simplicity - Pare things down to the essential
Ownership - We're all owners and act like it
Pride - Make quality products we're proud of
Always Be Changing (ABC) - Continuous self-improvement
Inclusivity - Every voice counts; we value each other for our shared mission and contributions
 
We are
* Shaping business finances in Latin America
* Driven by our 6 core values
* Proud of our inclusive and caring culture
* Certified as Top LinkedIn Startup
 
What We offer 
* Competitive salary & a robust stock ownership plan
* 100% flexible work model
* A set of benefits that are adaptable to your needs & way of life
* Opportunities for growth in a fast-paced environment
* A chance to shape B2B payments in Latin America and increase the region’s economic competitiveness

Required profile

Experience

Industry :
Fintech: Finance + Technology
Spoken language(s):
EnglishSpanishPortuguese
Check out the description to know which languages are mandatory.

Other Skills

  • Collaboration
  • Communication
  • Detail Oriented
  • Problem Solving

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