Strategic Planning and Finance Specialist

Responsibilities

• Build and manage advanced financial models, including valuations, projections, and scenario analysis
• Analyze strategic opportunities such as investments, expansion, M&A, and operational efficiencies
• Coordinate strategic projects using a PMO approach and prepare executive presentations for Committees and Senior Management
• Interact with external advisors and support due diligence processes
• Identify financial and operational risks

Requirements

• Bachelor's degree in Economics, Finance, Actuarial Science, or a related field
• 3 to 5 years of experience in similar roles within the banking or consulting sectors
• Strong knowledge of financial modeling, valuation methods, and financial analysis
• Understanding of Mergers and Acquisitions (M&A)
• Proficiency in Power BI and Tableau
• Advanced English language skills

Preferred Qualifications

• Knowledge of Artificial Intelligence (AI) tools
• Proficiency in programming languages

Benefits

• Competitive salary
• Performance-based bonuses
• Benefits exceeding statutory requirements
• Comprehensive wellness benefits covering economy, health, family, and education
• Direct employment with the Bank

About the Company

Monex is a Mexican company with over 35 years of history and a team of more than 2,500 collaborators. We have a global presence in the United States, Canada, United Kingdom, Spain, Netherlands, Singapore, and Luxembourg. As leaders in the foreign exchange market, we are recognized as one of the best companies to work for in Mexico's financial sector.