Financial Analyst – Labor & Capital Planning

Department: Finance (FP&A)
Reports To: Finance Director

About the Company

We are a leading provider of Environmental and Life Sciences testing services, delivering critical scientific data and analytical solutions to clients across highly regulated industries. Our Finance team serves as a strategic partner to the business, supporting growth through data-driven decision-making, workforce planning, and capital investment analysis.

Position Overview

We are seeking a highly analytical and systems-focused Financial Analyst – Labor & Capital Planning to join our FP&A team. This role is ideal for a finance professional who enjoys working at the intersection of financial planning, workforce analytics, systems administration, and process automation.

As a key contributor to the finance organization, you will help drive strategic decision-making through labor forecasting, capital planning, financial modeling, and continuous improvement of reporting systems. This is a highly visible role with significant exposure to finance leadership and cross-functional stakeholders.

Key ResponsibilitiesWorkforce Planning & Labor Analytics

• Develop and maintain detailed headcount, compensation, and workforce planning models.
• Forecast labor-related expenses, including salaries, merit increases, benefits, and departmental allocations.
• Analyze labor trends, variances, and key cost drivers to support business planning.
• Partner with Human Resources and operational leaders to align workforce plans with financial forecasts.
• Support budgeting, forecasting, and long-range workforce planning initiatives.

Capital Planning & Investment Analysis

• Support annual capital planning and budgeting processes.
• Monitor and analyze capital expenditures (CapEx) against budget and forecast.
• Assist in evaluating investment opportunities through ROI, payback, and financial impact analyses.
• Contribute to scenario planning and long-term strategic financial modeling.

Reporting, Data Management & Automation

• Design, develop, and maintain financial dashboards, reports, and planning tools.
• Automate recurring reporting processes to improve efficiency and reduce manual effort.
• Consolidate, reconcile, and validate data across ERP, HRIS, CRM, and financial systems.
• Drive data integrity and reporting consistency across multiple platforms.
• Identify opportunities to streamline workflows and enhance reporting capabilities.

Workday Adaptive Planning Administration

• Serve as a primary administrator for Workday Adaptive Planning.
• Manage system security, user access, and role configurations.
• Maintain organizational hierarchies, metadata, planning structures, and model integrity.
• Support system enhancements, upgrades, forecasting models, and scenario planning initiatives.
• Partner with stakeholders to optimize platform functionality and reporting capabilities.

QualificationsRequired Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–6 years of experience in FP&A, Financial Analysis, Corporate Finance, or a related function.
• Hands-on experience with Workday Adaptive Planning.
• Advanced Microsoft Excel skills, including financial modeling, PivotTables, and Power Pivot.
• Strong experience building workforce and labor planning models.
• Experience working with and integrating data from multiple business systems.
• Strong analytical, problem-solving, and communication skills.

Preferred Qualifications

• Experience with capital planning and CapEx analysis.
• Exposure to private equity-backed, high-growth, or rapidly scaling organizations.
• Experience with Power BI or other business intelligence tools.
• Knowledge of integrating financial planning systems with HR and workforce management platforms.

What Will Make You Successful

• You enjoy building robust financial models and improving planning systems.
• You are comfortable working with large, complex datasets.
• You proactively identify inefficiencies and recommend process improvements.
• You take ownership of your work and follow through on commitments.
• You are naturally curious, detail-oriented, and eager to solve business challenges.
• You thrive in a collaborative, fast-paced environment.

Why Join Us?

• High visibility and partnership with Finance leadership.
• Opportunity to directly influence workforce and capital investment decisions.
• Ownership of key financial planning systems and processes.
• Ability to drive automation and modernization initiatives across Finance.
• Collaborative environment focused on innovation, growth, and continuous improvement.

Tipo de puesto: Tiempo completo

Sueldo: $45,000.00 - $50,000.00 al mes

Idioma:

• Inglés (Obligatorio)

Lugar de trabajo: remoto híbrido en Ciudad de México, CDMX