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Financial Planning & Strategy Associate, Portfolio Company, Mexico City, Mexico
Help shape the future of shelter services in Mexico by joining a mission-driven team at the intersection of international business and economic development. As a Financial Planning & Strategy Associate, you’ll work with one of the largest and most experienced shelter service providers, supporting global companies across key industries. This role is based in either Mexico City or Tijuana.
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Financial Planning & Strategy Associate, Portfolio Company, Mexico City, Mexico

Corporate Development / M&A
Mexico
2 - 5 years
About our client

Our client is a leading shelter services provider with over 35 years of experience helping international companies thrive in Mexico. With a binational team and deep operational expertise, they support business growth across sectors such as aerospace, electronics, medical devices, and consumer goods. They're now seeking a Financial Planning & Strategy Associate to help drive strategic initiatives that enable world-class operations and promote long-term economic impact.
 
What the job involves

  • Lead high-impact strategic and financial initiatives aimed at driving business development and revenue growth
  • Collaborate directly with the Co-CEOs and senior leadership across departments to support financial planning, build forecasts, and prepare investment analyses and presentations
  • Gain direct exposure to top-level decision-making through close collaboration with executives
  • Contribute to strategic growth by taking ownership of cross-functional initiatives in a fast-paced, international environment
  • Deepen your understanding of cross-border business within one of the world’s most dynamic trade corridors
Who we are looking for

  • At least 2 years of professional experience in private equity, investment banking, management consulting, corporate finance, or a related field
  • Strong analytical and financial skills, with the ability to interpret financial statements and support budgeting, forecasting, and performance analysis
  • Proficiency in Microsoft Excel and PowerPoint, with a data-driven mindset and attention to detail
  • Interest in search funds, the shelter services model, and nearshoring trends in North America
  • Entrepreneurial, self-starter attitude with strong problem-solving abilities
  • Fluency in English and Spanish, essential for working in a bilingual, cross-border environment
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