Job Description
Investment team:
We are looking for a rigorous and experienced Accounting Manager to own the accounting function of Casa de Bolsa Plata , a new brokerage firm currently in its pre-operational phase, targeting CNBV licensing in the upcoming months and commencement of operations in December 2026.
This role goes beyond day-to-day bookkeeping, you will build the accounting infrastructure of the firm from scratch: chart of accounts, ERP setup, regulatory report templates, and audit frameworks. You will be the financial backbone of the institution and a key participant in the CNBV inspection process.
If you are energized by building something new within a highly regulated environment and you have deep experience in Mexican financial institution accounting, this role is for you.
Challenges that await you:
• Design and implement the firm's chart of accounts ( catálogo de cuentas ) in accordance with CNBV standards
• Draft the accounting policies and procedures manual
• Configure the ERP/accounting system and integrate it with trading and custody platforms
• Prepare the opening balance sheet and capital adequacy analysis
• Develop CNBV regulatory report templates (R01–R14 as applicable) prior to commencement of live submissions
• Coordinate with external auditors on the annual audit framework
• Support the CNBV commencement-of-operations inspection — financial records section
• Once live: prepare monthly and annual financial statements ( NIF -compliant), submit regulatory reports via SITI , and ensure tax compliance before SAT (ISR, IVA, DIOT)
What makes you a great fit:
• Bachelor's degree in Accounting, Finance, or a related field; Certified Public Accountant (CPC) strongly preferred
• Minimum 7 years of experience at a regulated financial institution, preferably a casa de bolsa or bank with a brokerage division
• Hands-on experience with CNBV regulatory reports and SITI submissions
• Solid command of NIF (Normas de Información Financiera) and their application in financial institutions
• Experience with SAT tax filings in a financial services context (ISR, IVA, DIOT, informative returns)
• Prior experience building or overhauling accounting systems and procedures
• English conversational level
• Spanish conversational level
Nice to Have:
• Experience joining an institution during its pre-operational or start-up phase
• Familiarity with drafting or reviewing regulatory manuals for CNBV submission
• AMIB certification (desirable but not required)
• Experience supporting regulatory inspections by the CNBV
Our ways of working:
• Innovative Spirit: A commitment to creativity and groundbreaking solutions
• Honest Feedback: valuing open, transparent communication
• Supportive Team: a strong, collaborative community
• Celebrating Achievements: recognizing our wins together
• High-Tech Environment: a team full of smart and revolutionary people who date to challenge the status quo of incumbent finances
🎯Stop Job Hunting. Start Job Matching.
Jessie's Underground Rolodex — personalized, Jessie-powered search
⚡ Most applicants are flying blind
Fire off a cold application and your resume vanishes into the ATS black hole—no fit score, no signal, no reply. Jessie matches your resume to roles from our network and shows you exactly where you're a strong fit before you apply.
Upload your resume once and get personalized job matches with exact fit scores—powered by Jessie's matching engine.
★Smart Matching
See your match percentage for every job. Only apply where you're 70%+ qualified.
★50 Personalized Searches
Full access for 120 days. Fresh roles from our network.
🚀 Try 3 Free Searches - Upload ResumeStart FREE • $9.99 CAD for 50 searches • Reloads $3.99 • 120-day access
✓ Fresh roles from our network • ✓ Your resume, your control