Financial Analyst – Labor & Capital Planning
Department: Finance (FP&A)
Reports To: Finance Director
About the Company
We are a leading provider of Environmental and Life Sciences testing services, delivering critical scientific data and analytical solutions to clients across highly regulated industries. Our Finance team serves as a strategic partner to the business, supporting growth through data-driven decision-making, workforce planning, and capital investment analysis.
Position Overview
We are seeking a highly analytical and systems-focused Financial Analyst – Labor & Capital Planning to join our FP&A team. This role is ideal for a finance professional who enjoys working at the intersection of financial planning, workforce analytics, systems administration, and process automation.
As a key contributor to the finance organization, you will help drive strategic decision-making through labor forecasting, capital planning, financial modeling, and continuous improvement of reporting systems. This is a highly visible role with significant exposure to finance leadership and cross-functional stakeholders.
Key ResponsibilitiesWorkforce Planning & Labor Analytics
- Develop and maintain detailed headcount, compensation, and workforce planning models.
- Forecast labor-related expenses, including salaries, merit increases, benefits, and departmental allocations.
- Analyze labor trends, variances, and key cost drivers to support business planning.
- Partner with Human Resources and operational leaders to align workforce plans with financial forecasts.
- Support budgeting, forecasting, and long-range workforce planning initiatives.
Capital Planning & Investment Analysis
- Support annual capital planning and budgeting processes.
- Monitor and analyze capital expenditures (CapEx) against budget and forecast.
- Assist in evaluating investment opportunities through ROI, payback, and financial impact analyses.
- Contribute to scenario planning and long-term strategic financial modeling.
Reporting, Data Management & Automation
- Design, develop, and maintain financial dashboards, reports, and planning tools.
- Automate recurring reporting processes to improve efficiency and reduce manual effort.
- Consolidate, reconcile, and validate data across ERP, HRIS, CRM, and financial systems.
- Drive data integrity and reporting consistency across multiple platforms.
- Identify opportunities to streamline workflows and enhance reporting capabilities.
Workday Adaptive Planning Administration
- Serve as a primary administrator for Workday Adaptive Planning.
- Manage system security, user access, and role configurations.
- Maintain organizational hierarchies, metadata, planning structures, and model integrity.
- Support system enhancements, upgrades, forecasting models, and scenario planning initiatives.
- Partner with stakeholders to optimize platform functionality and reporting capabilities.
QualificationsRequired Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3–6 years of experience in FP&A, Financial Analysis, Corporate Finance, or a related function.
- Hands-on experience with Workday Adaptive Planning.
- Advanced Microsoft Excel skills, including financial modeling, PivotTables, and Power Pivot.
- Strong experience building workforce and labor planning models.
- Experience working with and integrating data from multiple business systems.
- Strong analytical, problem-solving, and communication skills.
Preferred Qualifications
- Experience with capital planning and CapEx analysis.
- Exposure to private equity-backed, high-growth, or rapidly scaling organizations.
- Experience with Power BI or other business intelligence tools.
- Knowledge of integrating financial planning systems with HR and workforce management platforms.
What Will Make You Successful
- You enjoy building robust financial models and improving planning systems.
- You are comfortable working with large, complex datasets.
- You proactively identify inefficiencies and recommend process improvements.
- You take ownership of your work and follow through on commitments.
- You are naturally curious, detail-oriented, and eager to solve business challenges.
- You thrive in a collaborative, fast-paced environment.
Why Join Us?
- High visibility and partnership with Finance leadership.
- Opportunity to directly influence workforce and capital investment decisions.
- Ownership of key financial planning systems and processes.
- Ability to drive automation and modernization initiatives across Finance.
- Collaborative environment focused on innovation, growth, and continuous improvement.
Tipo de puesto: Tiempo completo
Sueldo: $45,000.00 - $50,000.00 al mes
Idioma:
Lugar de trabajo: remoto híbrido en Ciudad de México, CDMX
