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Financial Operations Associate - Latam

Jeeves

Jeeves

Accounting & Finance, Operations
Mexico City, Mexico
Posted on Sep 9, 2025
About Jeeves
Jeeves is a fast-growing financial technology company designed to empower global businesses. We provide corporate cards, cross-border payments, and spend and expense management in one unified platform. Operating in over 20 countries—including Brazil, Colombia, Mexico, Canada, and the United States—Jeeves is committed to building a team as diverse as the companies we serve. We are looking for proactive and experienced professionals who thrive in fast-paced environments and can adapt quickly to changing priorities.
The Role: Your Mission
As the Financial Operations Leader LATAM, you will be responsible for ensuring the efficient, secure, and strategic management of treasury and financial operations in the region. Your mission is to optimize cash flow, ensure regulatory compliance, strengthen relationships with internal and external stakeholders, and drive continuous improvement initiatives that support the company’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 operations.
Support 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 to management.
Prepare dashboards and recurring 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 providers to ensure smooth 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 Excel (pivot tables, macros) or other tools.
Ensure 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 affecting treasury, SPVs, and cross-border operations.
Prepare documentation for internal and external audits.
6. Stakeholder Management
Partner with operations, compliance, and legal teams to support end-to-end financial processes.
Act as the point of contact for treasury-related questions.
Provide ad hoc analysis and presentations to senior management.
7. Continuous Improvement
Identify process inefficiencies and recommend improvements.
Support the implementation of new treasury tools, automation, and best practices.
Contribute to knowledge sharing and development of SOPs.
What We’re Looking For
5+ years of professional experience, ideally in fintech, banking, or payments.
Strong background in STEM fields (engineering, economics, mathematics, finance).
Treasury experience, including cash management, liquidity forecasting, and multi-bank environments.
Advanced Excel and data analysis skills (pivot tables, macros, financial modeling).
Excellent communication skills in English (written and verbal).
Strong problem-solving ability and structured thinking.
Comfortable working in fast-paced, cross-border environments.
Familiarity with regulatory frameworks, SPVs, or financial structuring is a plus.
Ability to collaborate effectively with multiple stakeholders (ops, compliance, legal).