Financial Operations Leader - Latam

Financial Operations Leader- Latam

Location: Mexico City

Department: Finance – Finance Operations

Type: Full-time / Hybrid

About Jeeves: Jeeves is a groundbreaking and fast-paced financial and technology services business designed to empower global businesses. We provide corporate cards, cross-border payments, and spend and expense management all within one unified platform; operating in over 20 countries, including Brazil, Colombia, Mexico, Canada, and the United States. As a global organization, Jeeves is committed to building a team as diverse as the companies we serve. We are seeking proactive and experienced professionals who thrive in a fast-paced environment and have the flexibility to adapt to changing priorities.

The Role: Your Mission

As an Financial Operations Leader Latam, ensure the efficient, secure, and strategic management of treasury and financial operations in LATAM by optimizing cash flow, guaranteeing regulatory compliance, strengthening relationships with internal and external stakeholders, and driving continuous improvement initiatives that support the organization's financial stability and sustainable growth.

What You'll Do

1. Treasury and cash management: Monitor daily cash balances across multiple bank accounts and geographies. Prepare and update liquidity forecasts to ensure adequate funding for optimization of working capital and daily treasury operations. 2. Financial operations and analysis: Develop and maintain financial models for cash flow, funding, and scenario planning. Conduct variance analyses between forecasts and actual results, providing insights for management. Prepare recurring dashboards and reports to support decision-making. 3. Cross-border payments and banking: Support execution and reconciliation of cross-border payments. Liaise with partner banks and payment service providers to ensure smooth transaction processing. Assist in evaluating and onboarding new financial partners. 4. Data and systems management: Maintain treasury and financial data with accuracy and consistency. Automate recurring reporting tasks using advanced Excel tools (pivot tables, macros) or other software. Ensure financial systems and spreadsheets are structured and auditable. 5. Compliance and regulatory support: Collaborate with compliance and legal teams to ensure treasury operations meet regulatory standards. Track changes in regulatory frameworks impacting treasury, special purpose vehicles, and cross-border operations. Prepare documentation for internal and external audits. 6. Stakeholder management: Work closely with operations, compliance, and legal teams to support end-to-end financial processes. Serve as a point of contact for treasury-related questions from internal teams. Assist senior management with ad hoc analysis and presentations. 7. Continuous improvement: Identify process inefficiencies and recommend improvements in financial operations. Support the implementation of new treasury tools, automation initiatives, and best practices. Contribute to knowledge sharing and development of standard operating procedures.

What We're Looking For

5 years of professional experience, ideally in fintech, banking, or payments. Strong STEM background (engineering, economics, mathematics, finance). Prior treasury experience, including cash management, liquidity forecasting, and exposure to multi-bank environments. Advanced Excel and data analysis skills (pivot tables, macros, financial modeling). Excellent English communication skills (written and verbal). Strong problem-solving ability and comfortable working in fast-paced, cross-border environments. Exposure to regulatory frameworks, SPVs, or financial structuring is a plus. Ability to work across multiple stakeholders (ops, compliance, legal).