33 Empregos para Certified financial planner - São Paulo

Our Purpose

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.

Title and Summary

Manager, Financial Planning & AnalysisWho is Mastercard?

Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential.

Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.

Overview

The Brazil Local Finance – FP&A team is looking for a Manager FP&A to drive our customer experience strategy forward by consistently innovating and problem-solving. The ideal candidate is passionate about the customer experience journey, highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset.

Role

• Gathering raw data from Hyperion, MyMPA, etc
• Structuring information (criteria and process definition)
• Measuring Business and Financial KPIs
• Building reports, dashboard, tools, P&Ls (Products, Merchants, etc)
• Updating recurring reports and presentation
• Consolidating Forecast, Budget for Brazil
• Supporting Regional information requests
• Ad Hoc Reports for Brazil

All About You

The ideal candidate for this position should:

• Proven work experience within Finance / FP&A organization.
• Hands-on experience with financial and statistical software
• Expertise in MS Excel (creating spreadsheets and using advanced formulas)
• Familiarity with finance databases
• Understanding of Enterprise Resource Planning systems (ERP)
• Excellent analytical skills
• Ability to present financial data using detailed reports and charts
• Demonstrable strategic thinking skills
• Confidentiality in handling sensitive financial information
• BS degree in Finance, Accounting or Economics
• Fluency in English

Corporate Security Responsibility

All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:

• Abide by Mastercard's security policies and practices;
• Ensure the confidentiality and integrity of the information being accessed;
• Report any suspected information security violation or breach, and
• Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.

Company Description

At Garavello Capital, we are committed to helping you navigate life's financial journey with confidence and clarity. Specializing in asset protection, retirement planning, and college planning, we provide comprehensive solutions tailored to your unique needs.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for offering comprehensive financial planning services including retirement planning. The Financial Advisor will work closely with clients to understand their financial goals, develop and implement strategies to achieve these goals, and continually monitor their progress.

Qualifications

• Strong knowledge of Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Expertise in Financial Advisory services
• Excellent communication and interpersonal skills
• Ability to work independently in a remote setting
• Bachelor's degree in Finance, Economics, or a related field
• Certifications such as CFP (Certified Financial Planner) are a plus
• Experience in asset protection, and college planning is beneficial

We are a leading multinational telecommunications infrastructure company in Latin America, focused on the construction of
Towers, DAS, SLS
(small cells), as well as several special infrastructure neutral projects.

The
Junior or Mid-level
FP&A Analyst
will operate a global position accountable for a variety of assignments supporting QMC business partners in
Brazil, Chile, Colombia, Mexico, Peru and Puerto Rico
.

Key Responsibilities:

• Reviewing and approving a wide range of financial analyses submitted by different teams across Latin America.
• Developing new and/or enhancing current financial modeling and reporting tools.
• Tracking, gathering and managing financial assumptions for project valuation within all products and countries.
• Support building and managing accurate financial models and databases.
• Creating and maintaining financial dashboards and reports.
• Supporting team with ad hoc analysis, data sourcing, research and presentations.
• Developing strong internal business partnerships and network.

Requirements:

• Bachelor's degree in business, economics, accounting, engineering or equivalent.
• Good knowledge of micro and macroeconomic concepts.
• Intermediate to strong understanding of valuation, income statements, balance sheets and cash flows.
• Experience in M&A, capital markets, equity research or FP&A is a plus.
• Mandatory strong Microsoft Office skills; VBA and Power BI is must have.
• Mandatory proficiency in English. Desired proficiency in Spanish.
• This role follows a hybrid work model (3 days in the office and 2 days working from home).

RESPONSABILIDADE DO CARGO (atividades a serem realizadas)

Contratos: Ser responsável pela gestão de todos os contratos da TI, fazendo acompanhamento de vencimento, saldo do contrato, abertura de requisição de compras para renovação ou concorrência no mercado (BID), gestão financeira dos contratos como envio e acompanhamento do boletim de medição do serviço, criação da folha de serviço no ambiente SAP e realizando o follow-up de todas as aprovações como requisição, aditivo, pedido de compra, contrato e assinatura dos documentos envolvidos no processo. Realizar o Report quinzenal ou mensal para a gerência da TI sobre o progresso das contratações e renovações.

Orçamento: Ser responsável pela elaboração de todo o orçamento da TI (CAPEX e OPEX) de todas as localidades (Corporativo e unidades industriais), preparação do material executivo para apoio na defesa do orçamento, realização dos Forecast (FQ1, FQ2 e FQ3) mediante a orientação e acompanhamento do gerente da área de TI.

Indicadores: Desenvolver os indicadores da área administrava da TI, como o previsto e realizado do orçamento, volumetria de pagamento no mês, acompanhamento do que foi provisionado, visão geral dos contratos que estão participando de BID ou aditivos de renovações.

Pagamento: Acompanhar todo o fluxo de pagamento de todos os fornecedores, como o envio do Boletim de medição, criação e acompanhamento do fluxo de aprovação da folha de serviço, acompanhamento do recebimento e direcionamento ao setor fiscal do lançamento da nota fiscal e posteriormente o acompanhamento da conclusão do pagamento da fatura com o time do financeiro. Gestão do cartão corporativo sobre as compras realizadas, como criação do relatório de despesa e follow-up das aprovações.

Gestão de documentos: Gestão dos documentos da área, como a criação e a publicação dos documentos da TI na aplicação GED (Gestão Eletrônica de Documento) da empresa como também no Sharepoint da TI.

Atividades administrativas Gerais: Responsável pela consolidação e análise dos indicadores da área para as reuniões operacionais, a fim de garantir a informação consistente. Elaborar planilhas e redigir documentos de rotinas da área, observando padrões preestabelecidos. Consolidar os indicadores e garantir a atualização do Power BI. Consolidar relatórios gerenciais, garantindo a acuracidade dos números. Apoiar a gerência em assuntos inerentes à sua área de atuação, apresentando e discutindo problemas e irregularidades, visando ao bom andamento das áreas e as normas e procedimentos da empresa. Desenvolvimento de apresentações, condução do desenvolvimento de dashboards. Realizar follow-ups de acompanhamento com as áreas como Suprimentos, Jurídico, Fiscal e Financeiro.

Requisitos:

Perfil aberto para aprender e inovar, com capacidade de identificar e analisar novas oportunidades de melhorias em processos, tecnologias e

ferramentas.

Desejável conhecimento em estratégias para melhorias do processo.

Ter uma boa comunicação, sabendo se comunicar com a alta liderança da empresa (Gerência e Diretoria) em apresentação de indicadores da área, sendo objetiva e direto ao ponto.

Saber trabalhar em time e ter bons relacionamentos com os demais integrantes da área de TI.

Ser paciente e flexível as mudanças.

Capacidade de identificar e lidar com riscos e desafios, propondo ações para mitigação e superação.

Saber analisar o cenário de sua atuação, antecipar determinada necessidade, tendo atitude proativa.

Conhecimento e Experiência comprovada em:

Excel Avançado para otimização e construção de planilhas de controle

Power Point para elaboração de apresentações executivas, indicadores e informações relevantes da área de TI

Word para formatação de políticas e procedimentos elaborado pelo time de TI onde essa profissional estará realizando últimos ajustes necessários para publicação

Power BI para construção dos Dashboards da área administrativa financeira da TI

Gestão de orçamento de alto volume (Maior que 30MM ano).

Requisito: Ter vivência na área administrativa de alguma área de TI.

Job Opportunity

Ambitious individuals are invited to apply for a challenging role in financial planning and analysis.

Overview

The Brazil Local Finance – FP&A team is looking for a Manager FP&A to drive our customer experience strategy forward by consistently innovating and problem-solving. The ideal candidate is passionate about the customer experience journey, highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset.

• Gathering raw data from Hyperion, MyMPA, etc
• Structuring information (criteria and process definition)
• Measuring Business and Financial KPIs
• Building reports, dashboards, tools, P&Ls (Products, Merchants, etc)
• Updating recurring reports and presentations
• Consolidating forecast and budget for Brazil
• Supporting regional information requests
• Ad Hoc reports for Brazil

• Proven work experience within Finance / FP&A organization
• Hands-on experience with financial and statistical software
• Expertise in MS Excel (creating spreadsheets and using advanced formulas)
• Familiarity with finance databases
• Understanding of Enterprise Resource Planning systems (ERP)
• Excellent analytical skills
• Ability to present financial data using detailed reports and charts
• Demonstrable strategic thinking skills
• Confidentiality in handling sensitive financial information
• BS degree in Finance, Accounting or Economics
• Fluency in English

All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:

• Abide by Mastercard’s security policies and practices;
• Ensure the confidentiality and integrity of the information being accessed;
• Report any suspected information security violation or breach, and
• Complete all periodic mandatory security trainings in accordance with Mastercard’s guidelines.

• Mid-Senior level

• Full-time

• Finance and Sales

• Financial Services, IT Services and IT Consulting, and Technology, Information and Internet

Estamos procurando um(a) Especialista em FP&A (Financial Planning & Analysis - Planejamento e Análise Financeira) para integrar a equipe de Finanças em uma empresa do setor de consultoria e aceleração de negócios internacionais, com atuação relevante em serviços para empresas estrangeiras em expansão no Brasil. Para esta função, é fundamental ter profunda expertise técnica prática em contabilidade, finanças corporativas e FP&A (Financial Planning & Analysis - Planejamento e Análise Financeira), além de experiência comprovada em elaboração e análise de orçamentos, previsões e demonstrações financeiras. Basicamente, o(a) candidato(a) selecionado(a) será responsável por liderar processos de planejamento financeiro, análise de resultados, tesouraria e suporte consultivo a múltiplas contas de clientes, reportando-se diretamente ao CFO (Chief Financial Officer - Diretor Financeiro).

Responsabilidades:

• Elaborar, analisar e acompanhar orçamentos (budget) e previsões (forecast) detalhadas para clientes de diversos setores;

• Realizar análises aprofundadas de Demonstrações de Resultado (DRE), Fluxo de Caixa e Balanço Patrimonial, identificando variações, tendências e impactos financeiros;

• Desenvolver e aprimorar modelos financeiros robustos e escaláveis, que suportem cenários e decisões estratégicas;

• Preparar relatórios gerenciais e apresentações executivas que traduzam dados financeiros em insights estratégicos para stakeholders e alta liderança dos clientes;

• Atuar de forma consultiva, compreendendo o negócio dos clientes e propondo soluções financeiras personalizadas;

• Identificar oportunidades de automação e melhorias de processo dentro do escopo de FP&A;

• Oferecer mentoria técnica a analistas mais juniores, promovendo o desenvolvimento da equipe.

Requisitos:

• Graduação completa em Ciências Contábeis, Economia, Administração, Engenharias ou áreas correlatas;
• Experiência prática em FP&A (Financial Planning & Analysis - Planejamento e Análise Financeira), incluindo atuação sênior no ciclo completo de planejamento, análise de resultados e forecast;
• Profunda expertise técnica prática em contabilidade e finanças corporativas, incluindo BR GAAP (Brazilian Generally Accepted Accounting Principles - Princípios Contábeis Aceitos no Brasil) e/ou IFRS (International Financial Reporting Standards - Normas Internacionais de Relatório Financeiro);
• Domínio de Microsoft Excel (funções avançadas, modelagem, tabelas dinâmicas);
• Vivência com ERPs (Enterprise Resource Planning - Sistema de Gestão Empresarial), como Omie, e ferramentas de BI (Business Intelligence - Inteligência de Negócios), como Power BI;
• Inglês avançado (oral e escrito);
• Capacidade comprovada de trabalhar com grandes volumes de dados e transformá-los em recomendações estratégicas;
• Boa comunicação (verbal e escrita), habilidade em liderança, proatividade, organização, autogerenciamento, raciocínio lógico apurado, pensamento analítico, orientação a resultados, habilidade para lidar com múltiplas demandas e prazos apertados, colaboração e espírito de equipe;
• Experiência prévia com clientes BPO (Business Process Outsourcing - Terceirização de Processos de Negócios) dos setores de importação, farmacêutico ou industrial (Desejável).

Get AI-powered advice on this job and more exclusive features.

Integration’s São Paulo Office is seeking candidates to be part of our multi-functional and international team of hands-on professionals inside the Corporate area.

Integration prioritizes professional development. We provide an environment and tools for growth and offer options to help each career path be one of a kind. With no up-or-out policy, professionals have the information to make the right decisions to grow.

If you’re interested in working in the Corporate area of a strategy & management consultancy, we invite you to apply for the position of Financial Planning Analyst within our Corporate Finance area.

Location: Itaim Bibi, São Paulo, SP (hybrid system).

• Conduct the budget process.
• Consolidation and analysis of actual vs budgeted and financial performance of BUs and corporate areas.
• Management and preparation of revenue and cost forecasts.
• Development of reports and dashboards.

• Bachelor’s Degree, Business Administration, Financial Management, Accounting, or related courses;
• 3-5 years’ experience in financial, controllership or related;
• At ease in an international environment: you speak both great English and Portuguese, Spanish is a plus;
• Knowledge of Power BI is a plus;
• Teamwork and people development ability;
• Flexibility in dealing with changeable environments;
• Open to give and receive feedback;
• Result-driven and client-oriented.

• Mid-Senior level

• Full-time

• Finance and Sales

• Business Consulting and Services

Our Purpose

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.

Title: Senior Analyst, Financial Planning & Analysis

Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.

As a Senior Analyst in FP&A, you will be a key finance partner supporting strategic decision-making through insightful analysis, robust forecasting, and performance reporting. You’ll collaborate across functions and geographies, helping shape the financial narrative and drive business outcomes.

• Performance Analysis & Reporting: Analyze monthly results, identify key variances, and deliver actionable insights to senior leadership.
• Business Partnering: Work closely with business units to understand performance drivers and support strategic initiatives with financial rigor.
• Planning & Forecasting: Lead components of the annual budget and rolling forecasts, ensuring accuracy and alignment with business goals.
• Financial Modeling & KPIs: Develop and maintain financial models, dashboards, and reporting packages to track key metrics and support decision-making.
• Process Improvement & Automation: Drive continuous improvement in financial processes, leveraging tools like Hyperion, Power BI, and Excel.
• Ad-hoc Analysis & Presentations: Support quarterly business reviews and executive presentations with compelling data storytelling.

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA is a plus).
• 4+ years of experience in FP&A, corporate finance, or related roles.
• Strong analytical mindset with attention to detail and business acumen.
• Proficient in financial systems (e.g., Hyperion, SAP, Oracle) and advanced Excel skills.
• Excellent communication skills in English and Portuguese.
• Comfortable working in a global, matrixed environment.

All activities involving access to Mastercard assets, information, and networks come with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:

• Abide by Mastercard’s security policies and practices;
• Ensure the confidentiality and integrity of the information being accessed;
• Report any suspected information security violation or breach, and
• Complete all periodic mandatory security trainings in accordance with Mastercard’s guidelines.