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Strategic Finance Expert

Clara - Mexico City, Mexico - Hybrid - posted 2026-09-17

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Clara is a fast-growing B2B fintech company in Latin America providing spend management solutions including corporate cards, bill pay, financing, and a B2B platform serving over 20,000 businesses. The company is backed by top-tier investors including Kaszek, Monashees, Coatue, DST Global, and Goldman Sachs. You will join the finance team as a Strategic Finance Expert, playing a key role in developing business and financial strategy while executing high-impact cross-functional initiatives. This role offers rare opportunities for accelerated professional growth, regular exposure to Clara's leadership team, and meaningful impact on B2B financial services in Latin America. Key Responsibilities: Strategic Finance: Maintain Clara's consolidated corporate finance model including monthly forecasts, financial KPIs, balance sheet, and cash flow projections. Drive financial and operational efficiencies by improving processes and ensuring accurate financial reporting. Oversee and monitor SG&A, ensuring budget alignment and driving cost efficiencies. New Business Initiatives: Build business cases with TAM analysis and financial projections to support new product launches and feature releases, prioritizing projects by ROI. Develop reporting and dashboards to advise the finance team and executive leadership on new product performance. Conduct ad hoc financial analysis including unit economics, working capital management, cash flow forecasting, and customer acquisition efficiency models. Business Partner Strategic Analysis: Work closely with global and local leadership teams, providing financial insights to influence strategic business decisions. Act as a business partner supporting sales, growth, product, and other teams with data-driven recommendations. Establish and maintain strong working relationships with key stakeholders. Investor Relations: Support preparation of board packs, investor updates, and associated financial reporting. Build and update data room materials for equity and debt fundraising. The company offers a hybrid work model with flexibility focused on results, competitive salary and stock options (ESOP) from day one, annual learning budget, and a high-ownership, fast-moving culture. Requirements: - Bachelor's degree in finance, economics, business, or related field - 3–4 years of experience in investment banking, venture capital, management consulting (MBB preferred), and/or data science. Experience in startups or fintech is a plus - Active user of latest AI tools, building custom workflows, dashboards, and applications for complex financial analysis - Ability to build scalable, efficient, and intuitive financial models in Excel - Highly results-driven with strong organizational skills, collaborative mindset, and exceptional attention to detail - Ability to work independently, take initiative, and manage multiple time-sensitive priorities simultaneously - Excellent communication and presentation skills with experience preparing materials and analysis for executive-level audiences - Bilingual proficiency in English and Spanish or Portuguese (required)

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