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Senior Financial Analyst

Job Number: R0002402 Posted On: 07/12/2024 Location: San José, Provincia de San José Additional Locations: San Jose, San Jose, Costa Rica
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Why Catalina? Catalina Marketing Costa Rica is part of the Catalina Group

which is headquartered in the United States. The Catalina Group delivers omni-channel solutions to its customers with a long-standing history of rich data assets, but the company also recognizes its greatest asset is its people. The company’s guiding principles set the stage for winning in the markets we serve, and our potential is powerful. When you join the Catalina team, you will be part of an inclusive environment that embraces flexibility, community involvement, work-life balance as well as opportunities to grow professionally.

Our Team

We are seeking a Senior Financial Analyst to act as a financial consultant to our business units, guiding strategic and operational decisions through expert financial analysis. This pivotal role involves synthesizing complex financial data using tools like Hyperion and Workday Adaptive Planning to offer insights that drive business growth and efficiency. The successful candidate will collaborate closely with business leaders to develop financial models and reporting mechanisms that align with organizational goals and enhance financial understanding across the company. This position is essential for advocating best practices in financial management and supporting dynamic company-wide initiatives.


  • Serve as a strategic financial partner to business units and functional leaders, providing financial analysis and support to enhance various strategic and operational initiatives, facilitating informed decision-making, and optimizing financial performance.

  • Lead comprehensive financial modeling and scenario analysis for complex data-driven projects, providing critical insights that influence product development and innovation strategies.

  • Analyze financial data and trends using Hyperion & Workday Adaptive Planning to identify discrepancies, provide detailed explanations, and develop actionable insights for strategic decision-making and performance improvement.

  • Direct complex financial planning and analysis, driving strategic decision-making across business units to support corporate growth objectives.

  • Generate monthly and quarterly financial reports highlighting key variances, trends, and potential areas for cost reduction and revenue enhancement.

  • Optimize Hyperion and Workday Adaptive Planning usage to streamline financial reporting, ensuring rapid, accurate data processing and report generation.

  • Collaborate with cross-functional teams to drive financial understanding, ensuring alignment between business actions and financial outcomes.

  • Clarify financial reports and key financial concepts to business functions, ensuring they understand their impact on budgeting, forecasting, and cost control.

  • Evaluate capital investments and strategic projects using financial metrics such as NPV, IRR, and ROI to support decision-making.

  • Participate in developing and reviewing financial procedures and policies to ensure they align with corporate objectives and best practices.

  • Identify financial risks and develop mitigation strategies to protect organizational interests and ensure financial stability.


  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; or equivalent experience.

  • 5 - 8 years of experience in corporate finance, with demonstrated skills in financial planning, modeling, and strategic analysis.

  • Capable of developing and maintaining consultative relationships with various stakeholders, ensuring effective communication and collaboration to meet organizational objectives.

  • Strong working knowledge of Hyperion, Workday Adaptive Planning, or similar financial reporting and planning tools.

  • Ability to create complex models that forecast financial outcomes and analyze business scenarios.

  • Skilled in interpreting large volumes of data and turning them into actionable insights using statistical tools and software.

  • Knowledge of NPV, IRR, ROI, and other financial metrics to evaluate and support investment decisions.

  • Ability to think strategically and provide financial insights that align with the company’s goals.

  • Strong verbal and written communication skills to effectively explain financial information to non-financial audiences.

  • Aptitude for identifying problems, analyzing potential solutions, and implementing strategies that mitigate risks and enhance business performance.

  • Ability to work effectively with cross-functional teams, building relationships with stakeholders across various departments.

  • Intermediate to advanced Excel skills and proficiency in PowerPoint, essential for complex financial modeling, data analysis, and effective presentation of financial information.

  • Foundational understanding of accounting principles, including revenue and expense recognition, accruals, and prepaids, essential for accurate financial reporting and analysis.

  • Adept at prioritization and time management, with the ability to manage multiple projects simultaneously and understand the sense of urgency required in a dynamic business environment.

  • Possesses strong self-starting capabilities and the ability to self-direct work in an unstructured environment, ensuring productivity and initiative in independent settings.

The intent of this job description is to describe the major duties and responsibilities performed by incumbents of this job. Incumbents may be required to perform other job-related tasks other than those specifically included in this description.

All duties and responsibilities are essential job functions and requirements and are subjected to possible modification to reasonably accommodate individuals with disabilities.

About Catalina

Catalina is a recognized leader in highly targeted, personalized digital media that drives, tracks and measures sales lift for leading CPG retailers and brands. Powered by the most extensive shopper database in the world, Catalina's mobile, online and in-store networks personalize the consumer's path to purchase, delivering $7.9 billion in relevant consumer value each year. Catalina has no higher priority than ensuring the privacy and security of the data entrusted to us and maintaining the consumer trust paramount to the continued success of our business partners and Catalina. Based in St. Petersburg, FL, Catalina has operations in the United States, Costa Rica, and Europe. To learn more, please visit or follow us on Twitter @Catalina.

We are committed to investing in, empowering, and retaining a more inclusive community within our company.   We are dedicated to hiring the best and brightest from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has a seat at the table and a voice to be heard.  Our goal is to ensure that all our talented professionals are equipped with support, resources, and the opportunity to excel.

Catalina values your privacy and is committed to protecting your personal information. Please review ourprivacy policy, which provides details on how we process the data you provided for job applications.

We are committed to providing equal employment opportunities to all individuals and maintaining a safe, drug-free workplace in compliance with Costa Rican labor laws.


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