Financial Planning and Analysis Senior Specialist
Nubank
Financial Planning and Analysis Senior Specialist
Nubank
Digital bank offering credit cards
Nu serves more than 140 million customers, guided by a mission to fight complexity and empower people. The company has been leading an industry transformation through innovative products and human-centered services.
Proprietary technology and data at scale power Nu’s digital platform, built to promote financial access, advancement, and transparency. Its business model thrives on customer love and lower costs, feeding a flywheel of growth and profitability.
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Mexico FP&A is the finance partner of the Mexico business. We sit between the product, credit, growth and marketing teams and the country leadership, and our job is to make sure every bet the business makes is sized, challenged and reflected in the P&L before it is made.
We are not a reporting team. We work hand in hand with Credit Card, Lending, Cuenta (deposits and transactional) and Growth stakeholders, as well as Treasury, Controllership, Public Policy, Second Line Risk and Investor Relations, to turn strategy into numbers and numbers into decisions.
How we work
We are owners: we make things happen instead of waiting for them.
We have a bias to output: fast, right-sized answers over months-long projects.
We set the finance agenda, not only serve it.
We embrace conflicting ideas and question the status quo, with data.
We work hard, with integrity and putting the team first.
As a Mexico FP&A Senior Specialist, you sit at the intersection of Nu México’s financial execution, regulatory discipline, and forward planning. You serve as the operational anchor for Mexico’s consolidated figures, ensuring that key consolidated financial outputs reported to management, the Board of Directors, and regulators are reliable, structurally sound, and delivered on time. In this role, you lead the monthly close, consolidate financial statements and KPIs, and turn variance analysis into clear executive materials for local leadership, Holdings, Investor Relations, and regulatory authorities.
Beyond recurring cycles, you act as an analytical first responder for complex, ad-hoc analyses. This demands both advanced corporate finance expertise and close cross-functional coordination to clarify technical details, align business assumptions, and secure the agreements needed to deliver rigorous analysis. At this level, you bridge technical modeling with executive decision-making, ensuring leadership moves forward with numbers that are both rigorous and grounded.
1. Deliver recurring financial operations
Coordinate and execute Mexico’s monthly close, driving end-to-end planning and alignment across local and global finance teams.
Consolidate financial statements and core KPIs, preparing executive management materials and partnering across business units to explain variances and deliver deep-dive analyses.
Deliver specialized financial reporting for executive stakeholders, including the Board of Directors, Investor Relations (IR), and mandatory or ad-hoc regulatory requirements (e.g., CNBV).
2. Drive planning and forecasting cycles
Consolidate Mexico’s budget and forecast figures, including financial statements, KPIs, assumptions, and business narrative, leveraging advanced corporate finance and financial modeling expertise.
Partner with Business Units (BUs) and efficiency business partners to challenge, validate, and accurately reflect assumptions in financial plans.
Build and align the budget narrative across cross-functional teams and executive stakeholders to ensure strategic consistency.
3. Lead structural projects and ad-hoc financial analysis
Conduct high-impact, ad-hoc financial analyses on complex, non-recurring issues (such as capital requirements, structural business changes, or regulatory shifts) to support strategic decision-making.
Manage initiatives to optimize and scale financial models, ensuring they reflect evolving business needs and maintain structural integrity.
Contribute to model and infrastructure roadmaps, translating business requirements into technical enhancements and tooling improvements (e.g., Anaplan).
Must have
Bachelor's degree in Economics, Finance, Industrial Engineering, Actuarial Science or a related quantitative field.
3-4 years of experience in FP&A, business analytics, strategy or credit analytics, with a significant part in consumer credit, banking or fintech.
Advanced financial modeling and forecasting skills.
Advanced skills across Google Workspace and Microsoft 365 ecosystems.
Knowledge of Mexican GAAP and IFRS accounting standards.
Ability to explain complex financial information clearly to senior stakeholders.
Cross-functional leadership and stakeholder alignment.
Strong prioritization skills and the ability to manage recurring deadlines alongside urgent requests.
Spanish and English fluency.
Nice to have
Experience with Mexican financial regulation or regulated banking entities.
Experience with planning tools such as Anaplan.
Experience navigating, extracting, or validating financial data across Mexican financial regulatory portals and databases (e.g., CNBV, Banxico).
Fluency with AI tools to speed up analysis and build lightweight dashboards and calculators.
Location
Mexico City
Work model
[Hybrid / On-Site]
Office requirement
2 days per week at the office.
MEXICO JOBS:
Chance of earning equity at Nubank
Food Card
NuCare – Psychological, Financial and Legal Assistance Program
Life Insurance
Medical Plan
Dental Plan
NuLanguage – Language Course Program
Nucleo - Our learning platform of courses
Extended Parental Leave
Daycare Allowance
Parental Consultancy
Work-from-home Allowance
Gym Partnerships
Holiday Bonus ("Aguinaldo") of 30 days of pay per year
17 days of paid vacation with 25% vacation bonus
Relocation Assistance Package, if applicable
Our recruitment process may involve the use of artificial intelligence–enabled tools, such as automated interview transcription and analysis, to support the evaluation process. Artificial intelligence is not used to make final hiring decisions; all decisions are made by human reviewers.
To maintain a consistent and fair process for every candidate, Nu does not provide individualized technical feedback. See how our policy works here
Nubank is a digital bank in Latin America that offers financial services mainly through its mobile app, including credit cards, personal loans, and digital payment solutions for individuals and small businesses. Customers access and manage products through the app, with loans earning interest and merchants paying transaction fees; the bank aims to minimize or eliminate fees and provide a simple, transparent user experience. Nubank’s products work by delivering credit and payment services online, with revenue coming from interest on loans, card interchange fees, and premium services. The company differentiates itself through a strong focus on a no-fee, user-friendly digital experience, scale across Brazil, Mexico, and Colombia, and technology-driven operations that emphasize accessibility and transparency. Its goal is to simplify banking, expand access to financial services, and become a leading, trusted financial platform in Latin America.
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