About Us:
BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary standards and ensuring the best interests of our clients is always at the forefront of our operations.
Position Summary:
We are seeking a motivated, detail-oriented and proactive Financial Analyst to join our Finance department. This role is ideal for an individual with 3-5 years of experience who is interested in a career in financial services. Professional working proficiency in both Spanish and English is a mandatory requirement for this role to effectively serve our diverse stakeholders.
Areas of responsibilities include:
Reporting
- Prepare detailed reports and presentations for internal stakeholders to drive operational efficiency and support strategic decision-making.
- Communicate financial insights and findings clearly and effectively in both Spanish and English.
- Perform ad-hoc analysis and support various finance projects as needed.
General Accounting and Month-End Process
- Perform in-depth analysis of each P&L line, Balance Sheet, and Cash Flow statement to ensure accurate financial structure and reporting
- Conduct thorough review and analysis of daily/weekly financial reports and monthly accounting reconciliations
- Coordinate back-end activities for month-end closing, ensuring all accounting procedures are updated and financial data is accurate for the reporting period
- Execute monthly financial reporting to the headquarters in Madrid
- Proactively monitor and perform deep budget analysis (actuals vs budget) to report on performance deviations
- Participate in the yearly budgeting process providing analytical input following
Procurement and Internal Governance
- Lead analysis and improvement initiatives for core finance processes and workflows.
- Support the procurement process end to end by analyzing company needs, vendor proposals and collaborating with the team to formalize contracts
- Ensure compliance with regulatory requirements and internal policies.
Required qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 3-5 years of experience in a financial analysis or accounting role, with demonstrated experience in process definition, improvement, and internal data analysis.
- Understanding of procurement processes and basic knowledge of Third Party Risk Management (TPRM).
- Complete professional fluency in both Spanish and English (written and verbal).
- Strong analytical and quantitative skills with excellent attention to detail.
- Proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, financial functions).
- The "Lean" Mindset: Ability to work autonomously in a 3-person team, taking full "end-to-end" ownership of projects.
Preferred experience
- Experience working in a Registered Investment Advisor (RIA), Broker dealer or other financial services firm, so Series 65 is highly valued but not required
- Familiarity with financial and enterprise resource planning (ERP) systems (e.g., Workday, Concur, Bill.com, Sage Intacct, Aravo).
