Quotation Estimate Financial Analyst in Colombia Medellín –Free Word Template Download with AI

This Quotation Estimate is formally issued by Andina Talent Solutions S.A.S. to Grupo Financiero Pacífico S.A. in relation to the recruitment, onboarding, and initial professional engagement of a qualified Financial Analyst to be based in Colombia Medellín. This document outlines the complete scope of services, associated costs, payment structure, and contractual terms governing the engagement. All figures presented herein are denominated in Colombian Pesos (COP) and are subject to the applicable tax regulations of the Republic of Colombia, including the Value Added Tax (VAT / IVA) at the current rate of 19%.

The Financial Analyst position to be filled under this Quotation Estimate encompasses the following professional responsibilities within the Colombia Medellín office:

• Preparation and maintenance of monthly, quarterly, and annual financial reports in compliance with Colombian accounting standards (NIC/IFRS) and local regulatory requirements established by the Superintendencia Financiera de Colombia.
• Development of financial models, budgeting frameworks, and forecasting analyses to support strategic decision-making for the Medellín regional operations.
• Conducting variance analysis, cost-benefit evaluations, and investment appraisal studies for capital expenditure projects.
• Monitoring cash flow, liquidity ratios, and working capital metrics on a weekly basis, reporting directly to the Chief Financial Officer.
• Collaboration with internal audit, tax compliance, and treasury departments to ensure full regulatory adherence within the Antioquia jurisdiction.
• Utilization of enterprise resource planning (ERP) systems, advanced Excel modeling, and data visualization tools (Power BI, Tableau) to generate actionable financial insights.

The Financial Analyst candidate identified under this Quotation Estimate must meet the following minimum qualifications:

• Professional degree in Finance, Accounting, Economics, or a related field from an accredited Colombian university (e.g., Universidad de Antioquia, EAFIT, Universidad del Rosario).
• Minimum of four (4) years of progressive experience in financial analysis, corporate finance, or investment banking, with at least two (2) years in a Colombian financial services or banking environment.
• Proficiency in Colombian tax law, commercial code, and financial reporting regulations applicable in Medellín and the broader Antioquia region.
• Advanced proficiency in Microsoft Excel, SQL, and at least one BI platform. CFA or CPA certification is considered a strong advantage.
• Fluency in Spanish (native) and professional working proficiency in English (C1 level or higher).

The following table presents the itemized costs associated with this Quotation Estimate for the Financial Analyst engagement in Colombia Medellín:

Payment for this Quotation Estimate shall be structured as follows: 40% upon execution of the service agreement, 35% upon successful onboarding of the Financial Analyst in the Colombia Medellín office, and the remaining 25% upon completion of the six-month guarantee period. All payments shall be made via bank transfer to the account designated by Andina Talent Solutions S.A.S. in a Colombian financial institution. Late payments shall accrue interest at the rate established by the Superintendencia Financiera de Colombia for overdue obligations.

• This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. Beyond this period, pricing may be revised to reflect market conditions in the Colombia Medellín financial services sector.
• The estimate assumes the Financial Analyst will be hired under a standard Colombian employment contract (contrato a término fijo o indefinido) compliant with the Código Sustantivo del Trabajo.
• Excluded from this estimate: ongoing payroll administration, annual performance reviews beyond the guarantee period, and any additional consulting engagements not explicitly listed above.
• All services will be delivered in compliance with Colombian data protection law (Ley 1581 de 2012) and applicable labor regulations in the city of Medellín.

By signing below, both parties acknowledge and accept the terms, conditions, and financial obligations set forth in this Quotation Estimate for the Financial Analyst engagement in Colombia Medellín.