Associate FP&A

1 semana atrás

São Paulo, Brasil Patria Investments Tempo inteiro

Join to apply for the Associate FP&A - Commercial Planning role at Patria Investments . Our Essence Patria is a long‑lasting and resilient entrepreneurial partnership that continually assesses the environment and identifies trends. We adapt our investments and product offering to capture opportunities, delivering consistent results to our clients and creating lasting impact for all stakeholders. We welcome professionals who carry this entrepreneurial spirit in a dynamic partnership, evolving with their expertise and cultural characteristics. About Patria Patria is made of high performers with entrepreneurial spirit and a high‑performance mindset, blending expertise with a hands‑on approach. Our strong relationships with clients, high returns to investors, and commitment to ethical values have made us the regional and sector specialist in alternative asset management for over 35 years. This position will be based in our office in Brazil with a full in‑person work model. We are looking for local talent. Main Responsibilities Lead strategic analysis of the company’s consolidated results through the development of financial reports, identifying key business drivers and communicating operational and financial performance Support corporate planning processes, including the annual operating plan, 3‑year strategic plan, monthly forecasts, and business performance analyses Analyze commercial performance by distribution channel, identifying trends, opportunities, and risks to support strategic decision‑making Evaluate profitability by client, product, and segment, providing insights to optimize commercial strategies and resource allocation Collaborate with commercial teams to align financial planning with go‑to‑market strategies, pricing models, and sales targets Develop KPIs, metrics, and dashboards to monitor and interpret business unit performance Assist in special projects for the CFO, Executive Board, and senior leadership Drive process improvements to enhance efficiency by implementing and reviewing tools and workflows Validate revenue and expense allocations by comparing actual results against budgeted figures Conduct and guide financial research and data‑driven projects Provide analytical support to internal teams within the scope of the role Requirements Minimum of 5 years of progressive experience in Financial Planning Bachelor’s degree in Accounting, Business Administration, Economics, or Engineering Fluency in English and Spanish (ideal) Knowledge of Brazilian GAAP, tax regulations, and corporate legislation Advanced proficiency in Microsoft Office, programming languages (Python, R) Diversity At Patria we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity or expression, status as a veteran, or any other protected class. Our employment policies strictly prohibit all forms of discrimination. All our employment practices are based on individual merit and the organization’s needs. #J-18808-Ljbffr

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