About Aplazo

Aplazo is a leading Mexican fintech company that empowers consumers to access flexible payment alternatives while helping merchants grow. Our mission is to build fair and transparent financial solutions that expand opportunities for all.

As we continue to scale, we are seeking a highly analytical and self-driven Lead of Finance & Strategy to join our team. This role is ideal for a candidate with a top-tier investment banking background, exceptional financial modeling skills, and a strong command of accounting, financial statements, and performance analysis..

Role Overview

You will be a key business partner across the organization—supporting strategic decision-making, scenario planning, investor materials, and financial operations. This role requires an individual who thrives in a fast-paced environment, can work autonomously, and can identify opportunities to automate and enhance processes.

The ideal candidate is based in Mexico and brings experience from a global investment bank or similar high-performance environment.

Key Responsibilities:

Financial Modeling & Forecasting

• Build, own, and refine complex financial models (3-statement, cohort, unit economics, credit models).
• Develop scenario analyses, sensitivities, and forward-looking projections to support strategic decision-making.
• Drive continuous improvement of forecasting accuracy and modeling automation.

Performance Analysis & Reporting

• Analyze company performance across revenue, credit, unit economics, operating efficiency, and cash flow.
• Create actionable insights and recommendations for leadership.
• Partner with accounting to ensure accurate interpretation of financial results and alignment between US GAAP reporting and management views.

Strategic Finance

• Support strategic planning, budgeting, capital allocation, and long-term modeling.
• Assist in fundraising preparation, including model updates, scenario cases, and responding to investor diligence requests.
• Own the creation of board materials, investor updates, and external presentations with a strong eye toward consistent theme and brand.

Cross-Functional Business Partnering

• Act as a strategic advisor to product, risk, operations, and commercial teams.
• Translate business performance into financial impact and help teams operationalize financial targets.
• Communicate financial concepts to non-finance stakeholders with clarity and precision.

Process Improvement & Automation

• Identify opportunities to streamline financial reporting, modeling workflows, and data analytics.
• Build automated tools/dashboards using SQL, Python, and spreadsheets.
• Implement best practices in data structuring, financial controls, and repeatable workflows.
  
  

Qualifications

• 3–6 years of experience in investment banking and/or strategic finance, corporate finance, or FP&A in a high-growth company.
• Expert-level skills in financial modeling, Excel/Sheets, and forward-looking analytics.
• Strong understanding of accounting, financial statements, US GAAP concepts, and financial controls.
• Proficiency in SQL and Python for analysis and automation.
• Ability to work independently, prioritize effectively, and deliver high-quality work under tight timelines.
• Exceptional communication and presentation skills; able to prepare board-level materials with precision.
• Comfortable partnering with accounting, product, risk, and operations teams.
• Based in Mexico, ideally Mexico City.
  
• English: advanced level
  

Preferred

• Experience working at or with a global investment bank
• Prior exposure to fintech, lending, credit, or consumer finance business models.
• Experience building investor materials, fundraising models, or diligence packages.
• Knowledge of SQL-based data warehouses and BI tools (e.g., Looker, Snowflake, BigQuery).
• Familiarity with high-growth or early-stage environments.

What Success Looks Like

• Highly accurate, dynamic financial models that become the source of truth for executive decision-making.
• Automated workflows replacing manual reporting.
• Clear, insightful board materials that elevate the quality of communication with investors.
• Strong cross-functional relationships and credibility with accounting, FP&A, product, and risk.
• Proactive identification of financial trends, risks, and opportunities before others see them.

Personal data collected during the recruitment process will be processed in accordance with the Privacy Notice of Aplaz, S.A. de C.V. (“Aplazo”), available at our Privacy and Policy Notice.
Aplazo does not discriminate on the basis of race, religion, skin color, sex, gender, age, ethnic or national origin, marital status, disability, social or economic status, sexual preferences, or any other condition or characteristic. Selection is based solely on the qualifications and merits of the candidates.