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SENIOR FINANCIAL PLANNING ANALYST - ANALYTICS
Indeed
Full-time
Onsite
No experience limit
No degree limit
Praça do Patriarca, 62 - Centro Histórico de São Paulo, São Paulo - SP, 01002-010, Brazil
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Job Summary: BMG Bank is seeking a professional to support financial planning routines, with a focus on data for analysis and strategic forecasting. Key Highlights: 1. Dynamic and collaborative environment with exposure to various areas of the bank. 2. Opportunity to learn about finance, banking products, and performance. 3. Potential for career advancement within the finance area. For over 90 years, BMG Bank has operated with a focus on democratizing access to financial solutions, always placing the customer at the center of everything we do. We are a benchmark in payroll-deductible loans and operate nationwide through branches, franchises, banking correspondents, and a comprehensive app that connects millions of people to simple, accessible, and innovative financial services. Growing and generating sustainable results that deliver value to our customers, shareholders, employees, and society at large is a top priority for us. Our results reflect this commitment. Guided by principles, we have built an organizational culture that values people, drives ownership, and transforms social impact into legacy. We work with teams that prioritize autonomy, commitment, and excellence. We continuously invest in knowledge and innovation to transform the journeys of both employees and customers. This care for people led us to be recognized in 2025 as one of the top 3 best financial institutions to work for in Brazil, ranking 3rd in the Great Place To Work ranking — a source of pride that reinforces our commitment to practicing the BMG Way every day. These pillars drive continuous transformation, promoting daily reviews of processes, the customer journey, decision-making, and how teams connect to create value. At BMG, we are driven by doing things differently and better — with integrity, simplicity, and a unique way of being: the BMG Way. **About the Area** The Financial Planning (FP&A) area is responsible for supporting the management of the bank’s financial performance, ensuring consistent analyses, reliable forecasts, and managerial information to support strategic decision-making. **What We’re Looking For** A professional to directly support financial planning routines, focusing on capturing, processing, and analyzing datasets, and responsible for preparing structured and reliable data to serve as input for analyses, forecasts, and decisions within the area. **What We Offer** A dynamic, collaborative environment with significant exposure to various areas of the bank (Accounting, Pricing, Products, etc.). Opportunity to learn about finance, banking products, and performance outcomes. Potential for career advancement within the finance area. **Responsibilities and Duties** * Capture, organize, and process large volumes of data from multiple internal databases and systems. * Use SQL and Databricks for data manipulation, cleaning, transformation, and creation of automated queries/processes. * Develop and maintain Excel spreadsheets, ensuring data accuracy, consistency, and documentation. * Prepare consolidated datasets for use by the Financial Planning team in analyses, forecasts, and monitoring models. * Update and enhance Power BI reports and dashboards, ensuring financial KPIs accurately reflect business performance. * Support identification of inconsistencies, gaps, and opportunities for improvement in data flows. * Contribute to standardization and evolution of financial data governance and management processes. **Requirements and Qualifications** * Bachelor’s degree in Administration, Economics, Engineering, Accounting, Data Science, or related fields. * Practical knowledge of **SQL**, including queries, joins, table creation, and database manipulation. * Intermediate-level proficiency in Excel and PowerPoint. * Familiarity with **Power BI** for dashboard updates and maintenance. * Analytical thinking, attention to detail, and strong organizational skills. * Ability to handle multiple data sources and simultaneous deadlines. * Experience with Databricks or other data processing platforms. **Preferred Qualifications** * Prior experience in financial analysis or planning functions. * Experience working in financial sector companies. **Additional Information** **Benefits, Health, and Well-being** * Health insurance with no monthly premium + Telemedicine; * Dental insurance with no monthly premium; * Meal and food allowance; * Life insurance; * Funeral assistance; * Private pension plan; * Competitive annual variable compensation (bonus); * PPR – Profit Sharing Program; * Único Skill (free education benefit); * Bicycle parking and changing rooms; * Daycare assistance; * Internet allowance; * Quality-of-life programs; * On-site clinic; * Pregnancy program; * Extended maternity and paternity leave; * Copay exemption for pregnant women and babies up to 1 year old; * Personalized baby kit; * Dr. BMG – Telepsychology + Telemedicine + Nutritionist + Nurse and Physical Education Specialist, extended to dependents; * PAP – Financial, legal, and psychological advisory program; * Gympass/Wellhub – Discounts at gyms; * Pharmacy network; * Fresh fruit daily; * Birthday Day Off; * Flexible dress code; * Hybrid work model. So, are you ready to wear the jersey and shine on the field with a bank present in the lives of millions of Brazilians and recognized as one of the best places to work? **\#Let’sGoUp** **JOIN BMG BANK!** We are always looking for people who identify with our culture and are ready to contribute to BMG Bank’s success. With 94 years of history, we are passionate about delivering the best for our customers — the center of everything we do! At BMG, we lead the payroll-deductible loan market, offering accessible credit to millions of Brazilians. With the largest network of banking correspondents in the country, we drive local economic growth and bring opportunities across Brazil. **Education and Development: Our Passion for Our People’s Careers** We believe employee development is essential to our success. That’s why we offer an **educational platform**, providing access to undergraduate and graduate programs, language courses, short courses, and mentoring. At BMG Bank, continuous learning is part of our culture! **Diversity and Inclusion**: We believe diversity strengthens us. We foster an inclusive workplace where you can be yourself and bring your best. We value differences and believe they are fundamental to our success. #### **It’s for our customers that we wear the jersey and dedicate ourselves to executing every move with excellence!**

Source:  indeed View original post
João Silva
Indeed · HR

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Indeed
João Silva
Indeed · HR
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