Job Overview
A Junior Financial Analyst is responsible for supporting the finance team by preparing financial reports, maintaining financial models, reconciling data, and assisting with budgeting and forecasting activities. This role focuses on ensuring data accuracy, supporting reporting processes, and developing foundational financial analysis skills while collaborating with cross functional teams to support business operations and decision making.
Responsibilites:
- Prepare recurring financial reports including branch, channel, and departmental financial performance.
- Maintain and update financial models created by senior finance team members.
- Develop and maintain key performance indicator (KPI) reports.
- Prepare clear and accurate financial summaries for internal stakeholders.
- Reconcile financial and operational data across systems to ensure reporting accuracy.
- Assist with monthly and quarterly variance tracking against budgets.
- Support the annual budget preparation process by gathering and organizing departmental inputs.
- Assist with documenting financial processes and maintaining reporting procedures.
- Assist with identifying opportunities to improve reporting efficiency.
- Support margin tracking and profitability analysis across business units.
- Assist with tracking expenses and identifying areas for cost visibility and efficiency.
- Collaborate with cross-functional teams to gather data and support reporting needs.
- Provide financial information support to departments as requested.
- Support communication between finance and operational teams.
Requirements
- Bachelor’s degree in finance, Accounting, Economics, or related field.
- 0 to 2 years’ experience in finance, accounting, data analysis, or related field (internship experience acceptable).
- Strong proficiency in Microsoft Excel including formulas, pivot tables, and data organization.
- Familiarity with financial systems or data tools (e.g., QuickBooks, SAP, Oracle, Power BI, Tableau) is a plus.
- Basic understanding of financial and accounting principles.
- Strong attention to detail and commitment to data accuracy.
- Ability to manage multiple tasks and meet deadlines in a structured environment.
- Strong communication skills with the ability to explain financial information clearly.
- Willingness to learn financial modeling and reporting best practices.
We offer
- Competitive salary
- Career path
- Monday to Friday schedule
- We have US and MX Holidays
After the 6th month you are eligible to:
- 30 days of Christmas Bonus
- 100 % of vacation premium
- 26 % Savings fund (13% employee and 13% Company)
- Minor and Major Medical Expenses
- Internal courses
If you are interested please apply in here: https://recruiting.paylocity.com/recruiting/jobs/Apply/4331061/Panorama-Mortgage-Group-LLC/Jr-Finance-Analyst
Job Type: Full-time
Pay: $20,000.00 - $24,000.00 per month
Ability to commute/relocate:
- 44680, Circunvalación Guevara, Jal.: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- This role requires in-office work at our Guadalajara, Jal. office. Are you able to work onsite 5 days per week?
Language:
- English (level B2 intermediate) (Required)
Work Location: In person
