Financial Operations Associate - Latam at Jeeves

Mexico City, Mexico City, Mexico

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Financial ServicesIndustries

Requirements

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)

Responsibilities

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
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
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
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
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
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
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

Skills

Excel

pivot tables

macros

financial modeling

cash flow forecasting

liquidity forecasting

variance analysis

cross-border payments

treasury management

payment reconciliation

financial reporting

Jeeves

Corporate card and expense management platform

About Jeeves

Jeeves offers a corporate card and expense management platform tailored for startups and global companies. Its main product, the corporate card, allows businesses to pay for expenses in their local currency without incurring fees or interest, and it does not require personal guarantees. This card is integrated into a mobile-first expense management platform that helps companies track and manage their spending across different currencies. Jeeves differentiates itself from competitors by providing up to 4% cashback on purchases and eliminating foreign exchange fees, making it particularly beneficial for businesses with international operations. The goal of Jeeves is to simplify financial operations for companies with global teams, allowing them to focus on their core activities.

Miami, FloridaHeadquarters

2019Year Founded

$260.8MTotal Funding

DEBTCompany Stage

Consumer Software, Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Hybrid Work Options

Remote Work Options

Risks

Increased competition from local fintech startups in Latin America may challenge Jeeves' market share.

Currency fluctuations in Latin America could impact Jeeves' profitability in cross-border transactions.

Regulatory changes in Brazil regarding digital payments could pose compliance challenges for Jeeves.

Differentiation

Jeeves offers a unique global financial platform with no foreign exchange fees.

The company provides up to 4% cashback on purchases, enhancing spending efficiency.

Jeeves' mobile-first platform caters to businesses with international operations, offering seamless expense management.

Upsides

Jeeves' expansion into Latin America taps into a rapidly growing digital payment market.

The partnership with Bexs enhances Jeeves' cross-border payment capabilities in Brazil.

Jeeves' new Chief Product Officer brings extensive fintech experience, driving product innovation.

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