Accounting Manager (Casa de Bolsa)

Requirements

• 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

Benefits

Additional Information

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

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