The idóneo candidate brings a proven track record in FP&A;, hands-on expertise with SQL and Power BI, and a forward-thinking approach to leveraging AI tools, including the Microsoft Copilot suite, to elevate both the quality and velocity of financial insight. This is a senior individual contributor role with people leadership responsibilities: the right person has built the budget model, presented to the CFO, redesigned the monthly reporting package, and coached a team through a new tool rollout.

Key Responsibilities

Financial Planning & Analysis

- Lead the annual budgeting and quarterly forecasting processes, partnering with business unit leaders to ensure accuracy and alignment with company strategy
- Develop and maintain dynamic financial models to support long-range planning, scenario analysis, and business case development
- Build and maintain cash flow forecasting models, including short-term liquidity forecasts and long-range cash planning
- Prepare monthly and quarterly financial packages including variance analysis, KPI tracking, and executive commentary
- Identify trends, risks, and opportunities within financial results and communicate findings with clear, actionable recommendations
- Support month-end close activities by providing FP&A; input to the Controller's team

Data, Technology & AI
- Build and maintain Power BI dashboards and reports that deliver clear, actionable financial insights to senior leadership
- Write and optimize SQL queries to extract, transform, and analyze large datasets in support of financial reporting and ad hoc analysis
- Leverage Microsoft Copilot and AI-powered tools to accelerate analysis, automate routine reporting tasks, and surface insights faster




- Apply prompt engineering techniques to extract high-quality outputs from AI tools and integrate them into repeatable FP&A; workflows
- Critically evaluate AI-generated outputs before presenting to leadership-knowing when to trust, when to verify, and when to intervene
- Champion adoption of AI and automation capabilities within the FP&A; team, identifying opportunities to embed these tools into existing processes

Business Partnership & Leadership
- Serve as a trusted business partner to cross-functional leaders in Accounting, Operations, and Sales, translating data into strategic narrative
- Lead with insight and recommendation, not just reporting; the “so what” and “what next” matter as much as the “what happened”
- Manage and develop 1-2 junior finance team members, coaching on analytical best practices and AI tool adoption
- Drive continuous improvement in FP&A; processes, tools, and reporting infrastructure

Required Qualifications Experience & Education
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 5+ years of progressive FP&A; experience with a demonstrated record of measurable outcomes-be prepared to speak to specific results you have driven
- Proven ability to operate independently in a fast-paced environment, managing competing priorities without sacrificing accuracy or timeliness




- Experience building and maintaining cash projection and cash flow forecasting models, including short-term liquidity and long-range planning

Technical Skills
- SQL: Advanced proficiency; able to independently query, join, and manipulate data across relational databases
- Power BI: Advanced proficiency including data modeling, DAX formula development, and executive-ready dashboard design
- Microsoft Copilot Suite: Demonstrated hands-on use across Copilot for Microsoft 365, Excel, Teams, Outlook, and Word; practical finance workflow application required
- AI Tools: Active user with the ability to evaluate output quality, apply prompt engineering, and identify appropriate automation use cases
- Excel: Expert-level financial modeling skills

Core Competencies
- Insight-driven communicator: translates complex financial data into concise, compelling executive narratives
- Analytical skeptic: applies rigorous critical thinking to data and AI outputs and does not present findings without verification
- Intellectually curious: stays current on AI and finance technology and proactively brings new ideas to the team
- Change agent: comfortable leading peers and stakeholders through process and technology transitions
- Business-first mindset: builds cross-functional relationships and is seen as a trusted advisor

Preferred Qualifications
- MBA, CPA, or CFA designation
- Experience in distribution, entertainment, or consumer goods industries
- Exposure to cloud data platforms (Snowflake, Azure Synapse, Databricks, or similar)
- Python experience for finance automation: data cleaning, report generation, or modeling
- Demonstrated experience piloting or scaling AI tools within a finance team

📌 Senior Financial Planning Analyst (Bogotá)
🏢 Auxis
📍 Bogotá