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Financial Strategy & Analytics Specialist ll

Equifax

Office

Heredia, Costa Rica

Full Time

As a Financial Strategy & Analytics Specialist II, you will play a critical role in shaping our financial decisions. You will be responsible for leading internal and customer reporting initiatives and providing strategic insights that drive business performance. Your expertise will be key in evaluating the collections portfolio to identify emerging risks and pinpoint new opportunities. This role requires a high degree of analytical skill and creativity to transform complex data into compelling, meaningful reports. An expert level of proficiency in Excel is essential for success in this position.

What you will do

  • Conduct moderate to complex financial analyses related to the order to cash process including reports for customers, internal management, metrics, portfolio risk, and statistical reports.

  • Work closely with order to cash process leadership to understand needs and quantify opportunities for improving collections outcomes.

  • Assist end users with reporting solutions and provide training as needed, participate in financial research and process improvement projects, analyze operational results and provide insights.

  • Use a variety of analytical and reporting tools to identify risks, opportunities, and priorities for the collections team.

  • Work with the business intelligence team to ensure data integrity and completeness, assist with requirement documents, prioritization, testing, and production releases. 

What skills and experience you need

  • Bachelor's degree in Business Administration, Finance, Accounting, or a related field; or two years of relevant university coursework.

  • English fluency required (B2/C1 level or higher) with excellent written and oral communication skills.

  • At least 2 years of experience in data wrangling and analysis using languages such as SQL or Python.

  • Advanced proficiency with Excel/Google Sheets.

What could set you apart

  • University degree in a quantitative field (e.g., Statistics, Data Science, Econometrics).

  • Data Visualization: Proficient with data visualization tools like Tableau, Looker Studio, and PowerBI.

  • Analytical Skills: Skilled in evaluating problems from multiple perspectives to provide valuable, data-driven insights.

  • Work Ethic: Highly motivated, self-driven, and committed to producing high-quality work while consistently meeting deadlines.

  • Communication: Strong ability to understand requirements and effectively communicate complex analytical findings to stakeholders.

  • Teamwork: A detail-oriented, accountable, and collaborative team player focused on achieving collective success.

Primary Location:

CRI-Heredia

Function:

Function - Finance

Schedule:

Full time

Financial Strategy & Analytics Specialist ll

Office

Heredia, Costa Rica

Full Time

August 12, 2025

company logo

Equifax

Equifax