Financial Business Analyst (LATAM)

BA Global Talent connects professionals across the Americas with meaningful opportunities at U.S. companies. We specialize in remote recruitment, HR operations, and workforce solutions, with a strong focus on transparency, support, and long-term success. At BA, you're never just a placement, you're part of a team that values growth, autonomy, and impact.

BA Global Talent is seeking an experienced Financial Business Analyst  in Latin America to support a U.S.-based company. This role plays a key function in connecting financial performance with business intelligence insights, partnering closely with the CFO and CIO. The ideal candidate will have strong analytical capabilities, experience with financial reporting, and the ability to translate data into meaningful insights for leadership.

You would be joining a team that values collaboration, clarity, and data-driven decision-making. If you are a self-starter who can thrive in a fast-paced environment, then this is the role for you! Apply now for an opportunity to contribute to strategic growth and operational efficiency.

Responsibilities :

Develop, manage, and optimize financial and operational dashboards in Tableau .

Prepare and analyze financial reports, including P&L statements, business unit profitability reports, and key performance indicators.

Provide the CFO with ongoing financial analysis and forecasting support, identifying trends and opportunities for improvement.

Produce business intelligence (BI) and profitability reports segmented by customer, department, and other performance drivers.

Integrate and validate data from Salesforce, QuickBooks , and Excel to ensure accuracy and consistency across financial and operational metrics.

Collaborate cross-functionally with Finance, Operations, and Executive Leadership to translate complex data into actionable insights.

Support the development of predictive and profitability models to guide strategic growth decisions.

Assist in the evolution of financial and data reporting infrastructure, supporting automation and improved data governance.

Requirements :

5+ years of experience in business analysis, financial analysis, or business intelligence.

Strong understanding of financial statements and reporting.

Proficiency in Tableau, Microsoft Excel, SQL, and ETL.

Strong analytical and problem-solving skills with high attention to detail.

Must be based in Latin America or the Caribbean.

English level : C1 or C2.

Fully remote position.

Nice to Have :

Experience working with organizations in the financial services or wealth management industry.

Familiarity with broker-dealers, RIAs, or advisory practice operations.

Understanding of revenue models, compensation structures, or performance metrics used in financial advisory firms.

Familiarity with Salesforce and QuickBooks.

Time Zone : EST

Full time

Remote from LATAM and the Caribbean

Only resumes submitted in English will be considered.

All qualified applicants will receive consideration for job opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

BA Global Talent connects professionals across the Americas with meaningful opportunities at U.S. companies. We specialize in remote recruitment, HR operations, and workforce solutions, with a strong focus on transparency, support, and long-term success. At BA , you're never just a placement; you're part of a team that values growth, autonomy, and impact.