Formula.Monks

Financial Planning Analyst

Posted 2 Days Ago

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Bogotá, Bogotá, D.C.

Hybrid

Mid level

Information Technology

The Role

As a Financial Planning Analyst, you will support the FP&A team by conducting financial analyses, managing budgets, overseeing payroll, and optimizing financial processes. You will create management reports, collaborate with stakeholders, and leverage analytical tools to improve decision-making and ensure financial health.

Summary Generated by Built In

Formula.Monks, part of Media.Monks and S4 Capital, is a global consulting firm mastering AI-powered transformations for Fortune 100 companies. We combine long-term strategic thinking, deep enterprise experience, and a human-centered approach to help clients transform business processes and dominate their industries.

About the Role

As a Senior FP&A (Financial Planning Analyst), you’ll oversee and manage financial planning and analysis, deliver insights to key stakeholders, and assist in supporting business decisions. Working in a hybrid capacity in Bogotá, you’ll help streamline data-driven processes while also contributing to budgeting, payroll, and financial strategy for global initiatives.

Responsibilities:

Conduct detailed financial analysis, including revenue trends, gross margin performance, cost control, and P&L analysis.
Lead and manage financial planning processes, including budgeting, forecasting, and monthly outlooks.
Analyze payroll and budgetary data to identify areas of improvement or opportunity.
Create and deliver concise, clear management reports to support data-driven decision-making.
Collaborate with internal teams and stakeholders to ensure financial health, strategy alignment, and effective resource planning.
Leverage tools like Power BI or Tableau to enhance reporting efficiencies and deliver actionable insights.
Proactively identify risks and opportunities for cost savings and operational improvements.
Support leadership with ad hoc financial analyses and reporting needs.
Build and maintain strong working relationships across teams and functions.
Identify process improvements and proactively drive effective solutions.
Other duties as assigned.

Qualifications

4+ years of relevant work experience in financial planning and analysis.
Proficiency in PowerBI and/or Tableau, and ERP systems such as NetSuite, SAP, or Oracle.
Solid knowledge of the Microsoft Suite (Excel).
Highly proficient English language skills (B2+ minimum).
Strong communication skills with the ability to coordinate with stakeholders effectively.
Proactive, independent, and able to collaborate in a team environment.
Experience with budgets, payroll, and financial strategy development.

Nice to have

Knowledge of Salesforce or HubSpot.
Experience managing people or teams.

Formula.Monks does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other reason prohibited by law in provision of employment opportunities and benefits.

At Formula.Monks, we celebrate diversity and are dedicated to creating a workplace that welcomes all perspectives. If your skills don’t perfectly match every requirement, apply anyway—we’d love to hear how your unique experience adds value to our team!