Who we are?

There’s a fintech revolution underway in Mexico, and Clip is leading the way!

Clip is the leading platform for digital payments and financial solutions. We were born with the idea that all businesses in Mexico should have the opportunity to access the latest innovation in financial technology, driven by #ElPoderDeClip.

Being part of Clip will make you proud. You will work in what you are passionate about within a talented community, in a safe space where you can be your best self and where growth means constant learning.

The Role

We are looking for a Strategy & Funding Manager to oversee performance, ensure compliance with covenants, and optimize reporting processes. The ideal candidate will have a strong background in management, experience in monitoring credit agreements, and the ability to develop reports for banks and stakeholders. They should proactively track key metrics, assess the impact of funding structures, and support strategic decision-making by providing clear, data-driven insights. Additionally, this role will play a key part in defining and refining strategies to enhance operational efficiency, optimize resource allocation, and drive sustainable growth. A detail-oriented mindset and strong analytical skills are essential for success.

What will I be doing?

• Oversee and manage funding performance to support daily business operations.
• Monitor and ensure compliance with financial covenants and regulatory requirements.
• Develop and manage reports for banks and stakeholders, providing clear insights into funding status.
• Track key financial metrics and assess the impact of funding strategies on business performance.
• Collaborate with finance and treasury teams to align funding strategies with overall business needs.
• Prepare financial forecasts and reports, aligning funding strategies with long-term business planning.
• Identify and implement process improvements to enhance operational efficiency and reduce costs.
• Support the continuous improvement of operations by ensuring streamlined and effective processes.

Ideal Candidate

• 5+ years of experience in financial management, funding operations, or similar roles within the lending or financial services industry.
• Strong background in financial modeling, analysis, and evaluating funding strategies.
• Hands-on experience ensuring compliance with financial covenants and regulatory requirements.
• Experience in a fast-paced, dynamic environment, such as Fintech, is a strong advantage.

Technical Knowledge

1. Financial Analysis and Modeling: Proficiency in evaluating credit options, forecasting cash flows, and assessing the financial impact of different strategies.
2. Credit Instruments: Understanding of credit facilities, debt, securitization, and other credit mechanisms.
3. Compliance and Regulations: Familiarity with financial covenants, legal documentation, and regulatory requirements for credit and funding facilities.
4. Financial Systems and Tools: Competence in using tools like Excel, financial modeling software, and ERP or treasury management systems.
5. Risk Management: Understanding of credit risk, market risk, and strategies to mitigate them in credit and funding agreements.

Clip was born with the genuine idea of financial inclusion and this has been our way of living ever since.

In Clip, we are committed to a diverse and inclusive workplace. Clip does not discriminate on any basis of origin, gender identity, sexual orientation, race, disability, age or other legal status. Clip is an equal opportunity employer.

If you are unstoppable, creative and have the skills we need, we want to hear from you!

Consult our privacy notice: https://www.clip.mx/privacidad.