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Reporting Analyst Financial Planning & Analysis

Job Details

Remote, Colombia
Fully Remote

Description

Job Title:  Reporting Analyst – FP&A (Financial Planning & Analysis) 

Location:  Remote - Colombia
Department: Enterprise Data & Analytics / Technology 
Reports to: Chief Data Officer (CDO) or Head of Data Engineering 

 

About the Role 

We are seeking a detail-oriented and analytical Reporting Analyst to support our Financial Planning & Analysis (FP&A) team within the financial services vertical. You will play a crucial role in generating, analyzing, and delivering timely financial reports that help drive business decisions, forecasting, and budgeting in a fast-paced fintech environment. 

Your work will directly impact how the company manages financial performance, optimizes resource allocation, and ensures compliance with regulatory reporting requirements. 

Forma 

Key Responsibilities 

  • Develop, maintain, and automate financial and operational reports to support FP&A processes including budgeting, forecasting, and variance analysis. 

  • Collaborate with finance, accounting, and business units to collect, validate, and reconcile financial data. 

  • Create dashboards and reporting tools to provide actionable insights into revenue, expenses, cash flow, and key performance indicators (KPIs). 

  • Support monthly, quarterly, and annual financial close processes by preparing FP&A reports and analyses. 

  • Analyze financial results vs. budgets and forecasts, identifying trends, risks, and opportunities. 

  • Assist with regulatory and compliance reporting specific to financial services (e.g., SEC filings, FINRA, SOX controls). 

  • Work closely with data teams to improve data quality, reporting automation, and financial data governance. 

  • Communicate financial insights clearly to senior management and business stakeholders. 

Qualifications

Required Qualifications 

  • Bachelor’s degree in Finance, Accounting, Economics, or related field. 

  • 3+ years of experience in FP&A, financial reporting, or business analysis—preferably in financial services or fintech. 

  • Strong proficiency with Excel (pivot tables, formulas, macros) and experience with financial reporting tools (e.g., Oracle Hyperion, Anaplan, Workday Adaptive Planning). 

  • Experience with BI tools such as Tableau, Looker or Power BI to develop dashboards and visualizations. 

  • Solid understanding of accounting principles, financial statements, and budgeting processes. 

  • Excellent analytical, problem-solving, and organizational skills. 

  • Strong communication skills with ability to present complex financial data to non-financial stakeholders. 

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Preferred Qualifications 

  • Experience working within regulated financial services environments (banking, lending, payments). 

  • Familiarity with GAAP/IFRS standards and regulatory reporting requirements. 

  • Exposure to data warehouses or data lakes and working with SQL or data query tools. 

  • Experience with financial modeling and scenario analysis. 

  • Knowledge of fintech product metrics (e.g., loan portfolio KPIs, payment volumes). 

  • Python programming, Web scraping, API integration, Data analysis, Machine learning, and Linux. 

Forma 

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