Finance Specialist - South America Business FinanceRole OverviewWe are seeking a highly motivated and analytical
Finance Specialist to support the South America Business Finance organization. This role will partner closely with finance leaders and business stakeholders across multiple countries within the region to drive financial planning, forecasting accuracy, performance analysis, and business insights.
The ideal candidate combines strong financial acumen with solid systems expertise, exceptional communication skills, and the ability to operate effectively in a fast-paced, multicultural environment.
Key ResponsibilitiesFinancial Planning & Forecasting- Drive quarterly, and annual forecasting processes across South American countries.
- Support budgeting, strategic planning, and long-range financial planning activities.
- Coordinate inputs from country finance teams and ensure timely consolidation of regional outlooks.
- Monitor forecast accuracy and identify risks and opportunities to financial performance.
- Business partnering with multiple stakeholders to understand and drive results.
Business Performance & Margin Analysis- Conduct detailed revenue, gross margin, and profitability monthly analysis across the region.
- Analyze business drivers, variances, trends, and key performance indicators.
- Provide actionable recommendations to improve business performance and support decision-making.
- Develop financial models and scenario analyses to assess business opportunities and risks.
Consolidation & Reporting- Consolidate financial results, forecasts, and plans across all South America countries.
- Prepare executive-level financial reports, presentations, and insights for regional leadership.
- Ensure consistency and integrity of financial data across countries and reporting cycles.
- Partner with local finance teams to resolve reporting discrepancies and improve data quality.
Cross-Functional Partnership- Collaborate with Business Finance, Center of Excellence, Competency Center, Transformation, and Corporate Finance stakeholders.
- Support financial reviews, business rhythm processes, and leadership discussions.
- Drive process improvements and standardization across the region.
QualificationsEducation- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
- MBA, CFA, or equivalent advanced qualification is a plus.
Experience- 7+ years of experience in Financial Planning & Analysis (FP&A), Business Finance, Commercial Finance, or related finance roles.
- Experience supporting multi-country or regional finance operations preferred.
- Strong background in forecasting, consolidation, planning, and financial analysis.
- Proven experience performing detailed margin and profitability analysis.
Technical Skills- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Hands-on experience with SAP and Enterprise Performance Management (EPM) tools.
- Experience with Power BI and financial reporting systems is highly desirable.
- Strong understanding of financial statements, management reporting, and planning processes.
Language Requirements- Fluent English and Spanish (mandatory).
- Portuguese is highly desirable and considered a strong advantage.
Leadership & Behavioral CompetenciesThe successful candidate will demonstrate:
- Proven leadership capabilities through influence and cross-functional collaboration.
- Strong resilience and ability to manage ambiguity in a dynamic business environment.
- Excellent analytical and problem-solving skills.
- Strong executive communication and storytelling abilities.
- High attention to detail with the ability to maintain a strategic perspective.
- Ownership mindset with a strong focus on execution and results.
- Ability to work independently while effectively managing multiple priorities and deadlines.
- Strong interpersonal skills and the ability to build relationships across countries and cultures.
Preferred ProfileWe are looking for an individual who thrives in a regional environment, can translate complex financial data into actionable business insights, and is capable of influencing decision-making across diverse stakeholders. The ideal candidate combines strong technical finance expertise with business partnership skills, leadership presence, and a continuous improvement mindset.
Location: Mexico City (preferred) or Monterrey
Function: Business Finance
Scope: South America
Reporting To: Business Finance Manager / Regional Finance Lead
Rewards designed for you
Our Total Rewards is our way of saying: We see you and we value you. It's more than just pay and benefits-it's a meaningful investment in you. It is designed to help you perform, grow, feel safe, and elevate your potential. The package helps you care for yourself and your family, plan your future, grow your skills and career, collaborate in an inclusive workplace, and contribute to your community. At Schneider Electric, we're here for what matters most to you. Discover more at our Career Page .
* Country-specific programs and initiatives may be available.
Looking to make an IMPACT with your career? When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values - Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork - starts with us.
IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.
We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.
Become an IMPACT Maker with Schneider Electric - apply today!
€40 billion global revenue
+9% organic growth
150 000+ employees in 100+ countries
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and 'inclusion' is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.
At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here
Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.
Responsibilities
Finance Specialist - South America Business FinanceRole OverviewWe are seeking a highly motivated and analytical
Finance Specialist to support the South America Business Finance organization. This role will partner closely with finance leaders and business stakeholders across multiple countries within the region to drive financial planning, forecasting accuracy, performance analysis, and business insights.
The ideal candidate combines strong financial acumen with solid systems expertise, exceptional communication skills, and the ability to operate effectively in a fast-paced, multicultural environment.
Key ResponsibilitiesFinancial Planning & Forecasting- Drive quarterly, and annual forecasting processes across South American countries.
- Support budgeting, strategic planning, and long-range financial planning activities.
- Coordinate inputs from country finance teams and ensure timely consolidation of regional outlooks.
- Monitor forecast accuracy and identify risks and opportunities to financial performance.
- Business partnering with multiple stakeholders to understand and drive results.
Business Performance & Margin Analysis- Conduct detailed revenue, gross margin, and profitability monthly analysis across the region.
- Analyze business drivers, variances, trends, and key performance indicators.
- Provide actionable recommendations to improve business performance and support decision-making.
- Develop financial models and scenario analyses to assess business opportunities and risks.
Consolidation & Reporting- Consolidate financial results, forecasts, and plans across all South America countries.
- Prepare executive-level financial reports, presentations, and insights for regional leadership.
- Ensure consistency and integrity of financial data across countries and reporting cycles.
- Partner with local finance teams to resolve reporting discrepancies and improve data quality.
Cross-Functional Partnership- Collaborate with Business Finance, Center of Excellence, Competency Center, Transformation, and Corporate Finance stakeholders.
- Support financial reviews, business rhythm processes, and leadership discussions.
- Drive process improvements and standardization across the region.
QualificationsEducation- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
- MBA, CFA, or equivalent advanced qualification is a plus.
Experience- 7+ years of experience in Financial Planning & Analysis (FP&A), Business Finance, Commercial Finance, or related finance roles.
- Experience supporting multi-country or regional finance operations preferred.
- Strong background in forecasting, consolidation, planning, and financial analysis.
- Proven experience performing detailed margin and profitability analysis.
Technical Skills- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Hands-on experience with SAP and Enterprise Performance Management (EPM) tools.
- Experience with Power BI and financial reporting systems is highly desirable.
- Strong understanding of financial statements, management reporting, and planning processes.
Language Requirements- Fluent English and Spanish (mandatory).
- Portuguese is highly desirable and considered a strong advantage.
Leadership & Behavioral CompetenciesThe successful candidate will demonstrate:
- Proven leadership capabilities through influence and cross-functional collaboration.
- Strong resilience and ability to manage ambiguity in a dynamic business environment.
- Excellent analytical and problem-solving skills.
- Strong executive communication and storytelling abilities.
- High attention to detail with the ability to maintain a strategic perspective.
- Ownership mindset with a strong focus on execution and results.
- Ability to work independently while effectively managing multiple priorities and deadlines.
- Strong interpersonal skills and the ability to build relationships across countries and cultures.
Preferred ProfileWe are looking for an individual who thrives in a regional environment, can translate complex financial data into actionable business insights, and is capable of influencing decision-making across diverse stakeholders. The ideal candidate combines strong technical finance expertise with business partnership skills, leadership presence, and a continuous improvement mindset.
Location: Mexico City (preferred) or Monterrey
Function: Business Finance
Scope: South America
Reporting To: Business Finance Manager / Regional Finance Lead
