Strategic Finance Expert

We are seeking a highly motivated and analytical Strategic Finance Expert to join our dynamic finance team. You will play a key role in developing and shaping our business and financial strategy, as well as executing on a number of high-impact cross-functional initiatives at the company.

You will help us better understand our business model to drive continuous improvement of KPIs, collaborate with business partners to evaluate the ROI of products, features, and initiatives and leverage AI to develop dashboards and analytical tools that will guide the executive team.

This position presents a rare opportunity for accelerated professional growth and development, regular exposure to Clara’s leadership team, and the chance to make an impact on B2B financial services in Latin America.

We’re prioritizing applicants based in Mexico City and São Paulo.

Responsibilities:

Strategic finance

• →Maintain Clara's consolidated corporate finance model, including updates to monthly forecasts, financial KPIs, balance sheet, and cash flow projections.
• →Drive financial and operational efficiencies by improving processes and ensuring accurate financial reporting and analysis.
• →Oversee and monitor SG&A, ensuring budget alignment and driving cost efficiencies and process optimization.
  
  

New business initiatives

• →Build business cases including TAM analysis and financial projections to support new product launches and feature releases, prioritizing projects based on highest ROI.
• →Develop reporting and dashboards to advise and inform 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 that improve financial performance, including internal business review and planning materials.
• →Act as a business partner by supporting sales, growth, product, and other teams with data-driven recommendations.
• →Establish and maintain strong working relationships with key stakeholders across the organization.

Investor relations

• →Support preparation of board packs, investor updates, and associated financial reporting.
• →Build and update data room materials for equity and debt fundraising purposes.

Qualifications

• →Bachelor's degree in finance, economics, business, or a 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.
• →You are already an active user of the latest and greatest AI tools, building custom workflows, dashboards, and applications for complex financial analysis.
• →You can also build scalable, efficient, and intuitive financial models in Excel with ease. 
• →Highly results-driven with strong organizational skills, a 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 as well as Spanish or Portuguese is required.

• We’re the leading B2B fintech for spend management in Latin America.

• Certified as one of the world's fastest-growing companies, a Great Place to Work, and a LinkedIn Top Startup.

• Passionate about making Latin America more prosperous and competitive.

• Constantly innovating to build financial infrastructure that enables each of our customers to thrive.

• Product-led, high-talent-density culture — designed for builders who raise the bar.

• Proud of our open, inclusive, and values-driven environment.

• #Clarity. We say things clearly, directly, and proactively.

• #Simplicity. We reduce noise to focus on what really matters.

• #Ownership. We take responsibility and never wait to be told.

• #Pride. We build products and experiences we’re proud of.

• #Always Be Changing (ABC). We grow through feedback, risk-taking, and action.

• #Inclusivity. Every voice counts. Everyone contributes to our mission.

Claridians in a hybrid mode split their time between working from the office, talking to or visiting customers, or working from home. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for each individual and team.

We don't enforce a minimum number of days for most roles, but you're expected to spend time at the office organically, and be at the office most days during your ramp-up or when required by your leader.