Finance Manager, Customer Experience

Movate Costa Rica

Job Title: Finance Manager, Customer Experience
Location: Heredia (Hybrid)
Education: Bachelor’s degree in finance, Accounting, Economics, or a related field (MBA is a plus)
Experience:5+ years of experience in finance
No of Openings: 1

We are looking for a Finance Manager to support the Customer Experience (CX) organization. This role, part of the GTM Finance team, will work closely with key stakeholders across CX, Finance, and Accounting to provide critical financial support, analysis, and process improvements. The ideal candidate is a self-starter with strong analytical skills, business acumen, and a passion for driving insights to support decision-making.

Roles and Responsibilities
Support the development and maintenance of CX spend planning models, rolling forecasts, and tools to improve efficiency and alignment with business execution.
Provide comprehensive monthly close, forecast, and headcount analysis, including Business Variance (BVA) reports, with actionable insights for stakeholders.
Automate and enhance financial reporting packages using data visualization tools for standardized quarterly communication.
Maintain accuracy in investment and profitability models to enable data-driven decisions.
Approve and review purchase requisitions to ensure teams are spending in line with their budgets.
Partner cross-functionally with CX and Accounting to improve closing activities and streamline financial processes.
Analyze and provide insights on CX contracts (new and renewals) to support procurement and prioritization.
Develop financial models that prioritize investment ROI and measure marketing spend efficiency.
Support process improvement and process mapping initiatives to enhance efficiency and streamline operations.
Collaborate with stakeholders to train and educate on financial processes, tools, and systems for smoother operations.
Perform ad-hoc financial analyses and projects as needed

Required Skills
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA is a plus.
5+ years of experience in finance, preferably in financial planning and analysis (FP&A) or business-facing roles.
Proven ability to analyze large datasets and provide executive-ready insights.
Proficiency with tools such as Excel/Google Sheets, Anaplan, NetSuite, Alteryx, or similar.
Experience with SQL, Snowflake, Tableau, or other data analysis and visualization tools is a plus.
Strong analytical, problem-solving, and organizational skills, with keen attention to detail.
Ability to manage multiple priorities under pressure and adapt quickly to changing demands.
Excellent verbal and written communication skills, with a collaborative and positive approach