Analista Financiero/a MEX

Responsible for financial monitoring of country projects, including budget creation, configuration in ERP systems, monthly and quarterly reporting, and financial closure. Supports financial administration, donor reporting, partner follow-up, and audit processes to ensure effective project financial management.

Responsibilities

• Manage project portfolio budgets.
• Prepare project budgets ensuring inclusion of all relevant costs.
• Obtain final donor-approved budget version.
• Control budget modifications with proper authorization throughout project life.
• Ensure all expenses are correctly coded and recorded; request corrections if necessary.
• Participate in planning and budget update workshops.
• Configure budgets in required currencies in ERP system.
• Make annual budget modifications and quarterly updates in ERP by project and period.
• Transfer financial information to Plan's formats.
• Record project donation income in ERP.
• Request monthly funds for project payments.
• Consolidate monthly timesheets from project team.
• Participate in internal and external project follow-up meetings and fulfill assigned tasks.
• Control reimbursements to PIG for cost recoveries.
• Follow up on project audits.
• Prepare monthly budget execution reports in local and donor currency in Plan's internal format and share with project stakeholders to explain variations.
• Prepare donor format budget execution reports as per reporting calendar and explain variations.
• Consolidate budget execution reports of Plan and partners.
• Reconcile budget execution reports with ERP and project bank accounts.
• Ensure timely delivery of financial reports to donors.
• Control budget line execution in local and donor currency and send timely alerts/recommendations.
• Monitor exchange rate variations and alert on budget gains or losses.
• Conduct periodic visits to partner offices to review expense documentation.
• Review partner execution reports and reconcile with project bank accounts.
• Review partner financial liquidations ensuring consistency by budget line and send alerts/recommendations.
• Follow up on registration of partner financial liquidations in ERP.
• Participate in follow-up meetings with partners and document agreements.
• Request advances for partners.
• Ensure all expenses are recorded before project end date.
• Ensure income recorded in ERP matches total execution.
• Ensure relevant project documentation is archived.
• Maintain organized digital backup of project information.
• Support focal point in project closure in ERP within established timeframe.

Requirements

• 3 or more years of experience in design, planning and financial monitoring of social development projects.
• Experience in financial budget development.
• 3 or more years of university studies in Public Accounting, Auditing, Business Administration, or equivalent.
• Ability to analyze financial data.
• Ability to calculate and project numerical figures.
• Preparation and interpretation of financial reports.
• Good intercultural communication skills, assertiveness in verbal and written form.
• Organization and work planning skills.
• Ability to work under pressure and deliver results.
• Advanced level of Microsoft Office packages and email (advanced Excel).
• Ability to use ERP software.
• Intermediate level of English (desirable).
• Excellent analytical skills.
• Ability to establish and maintain productive professional relationships with diverse people.
• Appropriate use of confidentiality.
• Self-motivation.
• Clear written and verbal communication.
• Ability to work in diverse teams.
• Commitment to Child Protection Policy and Gender Equality Policy.
• Commitment to zero tolerance of child abuse and adherence to Code of Conduct.
• Demonstrates social sensitivity.

Skills

• Financial Monitoring
• Financial Budget Development
• Financial Data Analysis
• Financial Reporting
• Budget Creation
• ERP Software
• Advanced Microsoft Excel
• Project Financial Management
• Audit Processes
• Donor Reporting
• Numerical Projection
• Public Accounting
• Business Administration
• Inter-Cultural Communication
• Work Planning
• Confidentiality Management
• Child Protection Policies
• Gender Equality Policy Advocacy

Languages

Spanish, English