Finance leader jobs in Puerto Rico

- 61 jobs

Senior Finance Manager, EPM Data Design Product Owner
Johnson & Johnson 4.7
Finance leader job in Guaynabo, PR
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* Job Function: Data Analytics & Computational Sciences Job Sub Function: Data Engineering Job Category: People Leader All Job Posting Locations: Florida (Any City), Georgia (Any City), Guaynabo, Puerto Rico, United States of America, Gurabo, Puerto Rico, United States of America, Indiana (Any City), Massachusetts (Any City), New Brunswick, New Jersey, United States of America, New Jersey (Any City), Ohio (Any City), Pennsylvania (Any City) Job Description: Johnson & Johnson is recruiting for a Senior Finance Manager, EPM Data Design Product Owner. The primary location for this role is New Brunswick, NJ. The role may also be based in other J&J site locations within the US or Puerto Rico. We will also consider candidates to work out of our offices in Beerse, Belgium; Ireland; Wokingham, UK; Toronto, Ontario, Canada; or Zug, Switzerland. Please note that this role is available across multiple countries and may be posted under different requisition numbers to comply with local requirements. While you are welcome to apply to any or all of the postings, we recommend focusing on the specific country(s) that align with your preferred location(s): US & Puerto Rico - Requisition Number: R-047065 Canada - Requisition Number: R-048077 Beerse, Belgium & Ireland - Requisition Number: R-048136 Wokingham, UK - Requisition Number: R-048137 Zug, Switzerland- Requisition Number: R-048141 Remember, whether you apply to one or all of these requisition numbers, your applications will be considered as a single submission. Overview As a Senior Finance Manager EPM Data Design Product Owner, you will play a pivotal role in shaping the strategic direction of finance data architecture across Johnson & Johnson's global enterprise. This position demands a visionary leader who can align talent and resources to deliver innovative, scalable, and sustainable data solutions that empower financial planning, management reporting, and analytics. You will be responsible for translating complex business processes into robust data models, ensuring that every detail supports both immediate project needs and long-term organizational goals. Strategic Responsibilities Drive Enterprise Strategy: Lead the finance data design team with a clear focus on strategic objectives, ensuring that data models and solutions are not only technically sound but also aligned with the broader business vision and future growth. Provide guidance across all SigniFi workstreams to foster cohesive, scalable, and sustainable solution designs. Align Senior leaders on solutioning by making complex concepts simple and identify risks and communicate impacts and mitigations in a timely manner. Talent Alignment: Cultivate and develop a high-performing team of business data architects, engineers, and analysts. Prioritize talent development and alignment, ensuring that the team's skills and capabilities are leveraged to support Johnson & Johnson's finance digitalization journey and enterprise transformation. Cross-Functional Leadership: Build strong relationships with senior stakeholders and cross-functional partners, across all SigniFi workstreams (Including Global Process Owners, Business Product Owners & Technical Product Owners) and leaders of connected systems to ensure that solutioning works End to End through our architecture. Through this ensure that there is alignment between actual and plan data to support high quality BVA reporting. Champion the adoption of next-generation technology solutions that address evolving business needs. Data Design Excellence Detail-Oriented Assessment: Oversee the creation and maintenance of business data models for all Anaplan models covering Commercial, IBP, Supply Chain and Enterprise Planning & Analytics. Lead data fit-gap evaluations for each deployment, working closely with technical partners to ensure data sources and profiles meet process requirements. Ensure that all documentation is complete and accurate. Quality and Governance: Develop and memorialize Data Design Documents (DDD) to capture key decisions and provide reference for ongoing operations. Collaborate with Data Governance teams to enforce best practices and maintain high standards of data quality throughout all project phases. Run State Support: Oversea the transition of deployed models to the run state organisations with full knowledge transfers and documentation in place. Act as a consultant to the run teams to helps support development of continuous improvement (CI) initiatives to enhance data validation, process efficiency, and deliver stable, high-quality outcomes Major Responsibilities: * Lead a team of 10 business data architects, engineers, and analysts, including consultants to design and maintain business data models for Commercial, IBP, and Supply Chain Planning & Analytics within a multi-year enterprise transformation program. * Conduct data fit-gap evaluations for each deployment, collaborating with technical partners to identify and profile data sources in line with process requirements. * Provide strategic guidance across all SigniFi workstreams (including Global Process Owners, Business Product Owners, and Technical Product Owners) to ensure cohesive, sustainable, and scalable solution designs, leveraging the CIM foundation. * Develop and maintain Data Design Documents (DDD) to memorialize key decisions and serve as reference materials for run state teams. * Coordinate with the Data Validation team to drive data quality and analysis throughout project phases, including data dry runs, business simulations, integrated testing, and production validation. * Collaborate with the Finance Data Governance team to oversee SigniFi CIM design in the Finance Data Hub Platform for all fit-for-purpose use cases. * Ensure smooth transition of new data processes to run state owners, providing knowledge transfer and ongoing support post-deployment Qualifications: * A minimum of a Bachelor's Degree is required, Major in Finance or IT are preferred * 8+ years experience with min 5 years in relational database management/data model/data warehouse experience is preferred * SQL experience is required with strong technical systems background (e.g. Tableau, Alteryx, SAP Finance, BW, MDM) * Experience crafting sophisticated technology solutions to support a large, complex business landscape is required * Must have experience supervising direct reports in order to continue the development of talent pipeline of data, system combined with business process. * Extensive experience with Financial Planning tools and technology is required * The ability to effectively communicate complex technical ideas to individuals outside of the FS&T Program and Finance organization is required * Experience working in a matrixed, multi-team delivery model is required * Deep knowledge of organizational systems, models, and interdependencies needed to align the organization to the FS&T agenda is required * Must be excellent at building positive relationships with peers and other senior-level stakeholders to support adoption of technology solutions and effective integration throughout the business * Must be flexible and adaptable with the ability to thrive in ambiguous situations * Must have a team-oriented demeanour and the ability to work collaboratively with and through others * Experience detailing best practices and enforcing strong governance in a team is required * A dedication and passion for continuous integration, improvement, and using automation to ensure stable deliverables is required * Strong Project Management Skills or experience leading implementations is preferred * This role can be in any J&J geographic location, but presence in New Brunswick, NJ, will be required on an ad hoc basis * The role may require up to 25% domestic and/or international travel, based on employee's home location Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers . Internal employees contact AskGS to be directed to your accommodation resource. Required Skills: Preferred Skills: The anticipated base pay range for this position is : $122,000-$212,750 Additional Description for Pay Transparency: * The Company maintains highly competitive, performance-based compensation programs. Under current guidelines, this position is eligible for an annual performance bonus in accordance with the terms of the applicable plan. The annual performance bonus is a cash bonus intended to provide an incentive to achieve annual targeted results by rewarding for individual and the corporation's performance over a calendar/performance year. Bonuses are awarded at the Company's discretion on an individual basis. Employees and/or eligible dependents may be eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance. Employees may be eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company's long-term incentive program. Employees are eligible for the following time off benefits: Vacation - up to 120 hours per calendar year Sick time - up to 40 hours per calendar year; for employees who reside in the State of Washington - up to 56 hours per calendar year Holiday pay, including Floating Holidays - up to 13 days per calendar year of Work, Personal and Family Time - up to 40 hours per calendar year Additional information can be found through the link below. ******************************************** The compensation and benefits information set forth in this posting applies to candidates hired in the United States. Candidates hired outside the United States will be eligible for compensation and benefits in accordance with their local market.
$122k-212.8k yearly Auto-Apply 7d ago
Manager, Stakeholder Reporting
Luma Pr
Finance leader job in Puerto Rico
LUMA - Built for Puerto Rico We rely on electricity every day. We need it to run our appliances, power the streetlights and produce the goods and services that drive our economy. At LUMA we are committed to provide Puerto Rico with electricity that we all can depend on. At LUMA, we put people first - our employees, our customers and the communities where we live and work. We encourage and inspire our people to embrace opportunities as they work to build an electricity system that will make Puerto Rico a better place. If you're looking for a career where you can make a tangible difference in the lives of your neighbors and your community, LUMA is the place for you. LUMA offers new jobs designed to respond to the current and future needs of the T&D system. Together we're transforming the island's electric transmission and distribution system, and energizing Puerto Rico. Please note that these new jobs with LUMA offer different terms and conditions of employment to those currently in place with PREPA. We will schedule interviews with all qualified PREPA candidates. All PREPA applicants will receive priority in hiring and a compensation package equal to or better than what they receive today. In order to receive notifications as additional positions and locations are posted, please create a profile on our career site. About the Position This position is within the Regulatory Team. The Regulatory Team works to align LUMA's business plan with the public energy policy goals of Puerto Rico and plays a key role for the design, implementation and reporting on key policy initiatives. Regulatory works with all LUMA departments in support LUMA's compliance and reporting obligations under the Operations and Management Agreement, the energy regulator, and other governmental bodies. The team works with multiple external stakeholders and is responsible for the delivery of professional written documents, and verbal reason to support compliance and reporting. A high attention to detail, excellent time management, strong English and Spanish writing and reading comprehension and clear communication are key skills within the team. The primary function of this position is to coordinate internal and external stakeholder reporting for LUMA in compliance with LUMA's contractual requirements under the Transmission and Distribution Operation and Maintenance Agreement (T&D OMA). This individual will be responsible for executing reporting activities for their area(s) of focus, including managing multiple reporting obligations and the associated timelines, compiling the relevant documentation, engaging with departmental reporting liaisons, and monitoring compliance. Expected to work in a fast-paced environment including coordinating and developing reporting-related communications, requiring analysis of contractual requirements and an understanding of the procedures associated with each reporting activity. Requires expertise in project management, very strong attention to detail, reporting, formal oral and written communication in English, data analysis and stakeholder management. What will you get up to everyday? Responsible for team performance that coordinates and executes reporting activities in compliance with LUMA's obligations under the T&D OMA. Prepare and review responses to and correspondence from government stakeholders. Strong English editing and writing skills, with the ability to create comprehensive, formal documentation. Strong skills in the use of computer applications (MS Office, Excel, Word, PowerPoint, Outlook) and experience with programs such as Microsoft Project and SharePoint. Superior analytical and critical thinking skills with the ability to see the big picture, interpret and assess the short- and long-term impacts of actions and identify when decision escalation is necessary. Strong interpersonal, organizational and management skills with the ability to manage complex requirements with strict deadlines. Ability to effectively prioritize workloads, meet deadlines and resolve conflicting priorities. Ability to read, interpret, and analyze English legal documentation. Evaluate regulatory and contractual requirements, provide timely communications to internal stakeholders regarding upcoming deadlines, and coordinate inputs to reporting. Provide guidance on regulatory requirements to departments, ensure comprehension and ownership of requirements, and confirm compliance with T&D OMA, and other regulatory and legal requirements. Coordinate inputs from internal stakeholders to respond to T&D OMA related requirements and requests. Review, analyze and approve adequacy and accuracy of information provided to comply with reporting requirements. Coordinates with government agencies personnel on reporting requirements as requested by Director or senior executives. Responsible for developing and following procedures to meet control requirements and optimize reporting process. Responsible for on-going management of the contract administration tool. Process oriented with strong team and project management skills including timely feedback, coaching and collaborative problem solving, and ability to manage multiple projects and individuals on an ongoing basis. Strong English communication skills (both oral and written); ability to effectively communicate with all levels of employees through various means such as email, phone, video conferencing, and in-person. Strong ability to develop and deliver effective presentations and facilitate meetings as related to strategy, training, collaboration with various stakeholders, and communication of complex topics. Ability to influence, effectively communicate with senior leadership, external consultants, legal counsel, and regulatory agency staff. Establish and maintain a positive and proactive work environment with internal and external stakeholders. What We are Hoping You Bring to LUMA LUMA's culture is rooted in the concept of People First, Safety Always. We want your knowledge and expertise to pair with LUMA's globally recognized experts in numerous fields such as customer service, field workforce development, high-voltage transmission engineering, distributed energy resources and mini/micro grid integration. Our employees receive substantial training and development, as well as opportunities for advancement and success. Within our People First, Safety Always culture, we're committed to offering continuous learning opportunities and career-long support for our employees. Education Bachelor's degree in Engineering, Commerce or Business, Economics, Law or another relevant field. Masters' degree is preferred. Experience 10+ years with related work experience including 5+ years leading a team or 5+ years in a project management role. Work experience in a process improvement, business development, and/or reporting role an asset. Work experience in a regulatory environment, with an electrical utility, in a merger and acquisition environment, and a good understanding of the electric utility model an asset. Demonstrated work experience in a professional setting with high value (multi-million dollar) contracts or budgets. Result oriented, strong analytical and communication skills, ability to understand complex problems and manage multiple stakeholders and multiple requirements. A highly organized and detail-oriented individual, with the ability to clearly communicate both verbally and in writing, and experience coordinating with multiple teams to deliver complex projects under pressure and on time. Relevant experience in finance, accounting, economics, and law an asset. Travel Requirements Travel: No Percentage of Time: N/A Overnight Required: No Physical Demands Stationary Position - Constantly Pushing/Pulling/Reaching - Seldom Climb - Seldom Kneel - Seldom Grab - Seldom Bend - Seldom Lift/carry over - 5-10 LBS Vision - 20/20 Corrected Vision Hearing - Receive detailed information if spoken to Working Conditions Wet or Humid - Seldom Working near or on moving mechanical parts - N/A Working near or on heavy machinery - N/A Working in high places - N/A Exposed to fumes or airborne particles - N/A Exposed to toxic or caustic chemicals - N/A Frequency of working in outdoor weather conditions - Seldom Work with Electricity - N/A Work with explosives - N/A Work on or near a source of radiation - N/A Loud noise conditions (above 87dB)- N/A Other Environmental Factors including weather conditions______________________ We are looking forward to seeing your application! You made it to the end of the job posting! Thank you for expressing interest in LUMA and taking the time to read all the details of this position. We encourage you to apply and give us the opportunity to get to know you better through the recruitment process. Together, we're energizing the people of Puerto Rico. Note: this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, working conditions, physical demands, and activities may change or new ones may be assigned at any time with or without notice. LUMA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$84k-110k yearly est. Auto-Apply 60d+ ago
Monaco Financial Controller
Barclays Plc 4.6
Finance leader job in Puerto Rico
Purpose of the role To manage the financial operations of the organisation, ensuring the accuracy, integrity, and reliability of financial reporting. Accountabilities * Management of the preparation and presentation of accurate and timely financial statements, and other accounting records in accordance with the relevant accounting standards, rules and regulations. * Support in identification, assessment, and mitigation of financial risks, and report on these financial risks to senior colleagues. * Development and maintenance of a robust system of internal controls to safeguard assets, ensure that there is no fraudulent misreporting, and ensure the accuracy of financial data, including regular assessment of the effectiveness of internal controls addressing any weaknesses or gaps. . * Development and implementation of up-to-date financial policies and procedures to ensure consistent and effective financial practices across the organisation. * Management of the selection, implementation, and maintenance of financial systems and software applications, including collaboration with IT colleagues to integrate financial systems with other enterprise systems. * Preparation and submission of statutory and regulatory reports to authorities, and provision of support to other departments in their preparation and review of regulatory reports. * Coordination with external auditors and regulatory authorities in support of audits and examinations. Vice President Expectations * To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.. * If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.. * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.. * OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.. * Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. * Manage and mitigate risks through assessment, in support of the control and governance agenda. * Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. * Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. * Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. * Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. * Adopt and include the outcomes of extensive research in problem solving processes. * Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Financial Controller | Barclays | Monaco We are seeking a Financial Controller to lead the Financial Control team in Monaco, overseeing core responsibilities across local statutory and tax reporting, month-end closing, account reconciliation, and supporting group reporting obligations. This team lead role, managing 3 direct reports, requires strong technical accounting skills, leadership capabilities, and the ability to operate effectively in a fast-paced, change-driven environment. You will be responsible for ensuring timely and accurate delivery of regulatory reports to local authorities (e.g. ACPR), VAT and corporate tax filings, production of statutory financial statements, and support of external audits. The role includes oversight of the month-end close, ensuring analytical integrity of journals and reconciliations. You'll also support EBA and group reporting, maintain financial controls, and proactively contribute to transformation and simplification initiatives in collaboration with both local and offshore teams. In addition to technical excellence, you'll foster team development, manage priorities and workflows, and ensure compliance with group control frameworks. Essential Skills: * Qualified Accountant with substantial experience in banking or financial services and strong knowledge of French GAAP and IFRS. * Experience in regulatory reporting, financial control and tax compliance within banking or financial services * Proven team leadership and ability to manage deadlines and stakeholders effectively * Fluent in French, with working-level English * Proficiency in Excel, PowerPoint, and familiarity with SAP and/or Avaloq Desirable Skills: * Previous experience in private banking or wealth management * Exposure to change management, transformation and working with offshore support centres * Experience in system or process improvements within a finance function * Master's degree in Finance, Accounting, or related field. This role is based in Monaco. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
$86k-109k yearly est. 60d+ ago
Director of Financial
People Talent Acquisition
Finance leader job in Guaynabo, PR
Our client, leader, is one of the main distributors in Puerto Rico. Recognized for the brands it represents, its distribution and sales network, marketing and service commitment. Is seeking a Director of Financial As the Director of Finance, you will be responsible for overseeing all financial aspects of the organization. You will play a crucial role in managing financial strategies, analyzing data, and ensuring compliance with regulations. Responsibilities and Duties Oversee all financial operations including payroll, accounts payable/receivable, bank reconciliations, property management, acquisitions, and general accounting. Conduct daily cash flow analysis and monitor accounts and investments to detect and address anomalies. Prepare and present comprehensive financial reports, including income statements, balance sheets, and other regulatory filings, to the President and Board of Trustees. Monitor and manage budgets for grants, collaborative agreements, and emergency funding. Lead the annual external audit process, ensuring timely documentation, addressing findings, and maintaining compliance with all applicable laws and regulations. Develop and enforce internal financial policies and procedures to ensure robust internal controls. Build and maintain strong banking relationships, evaluate financial services, and recommend optimal solutions for the institution. Qualifications and Skills Bachelor's degree in Accounting; CPA required. 8+ years of accounting experience, including 6+ years supervising AP/AR functions. Prior experience in media, broadcasting, or ad sales finance is a plus. Familiarity with ad tech and billing platforms (e.g., FreeWheel, WideOrbit, Google Ad Manager). Advanced Excel skills and experience with ERP systems like NetSuite, Oracle, or SAP. Solid knowledge of ASC 606, media revenue recognition, and vendor contract structuring. Excellent leadership, problem-solving, and communication skills.
$65k-104k yearly est. Auto-Apply 60d+ ago
Senior Financial Analyst
Banco Popular
Finance leader job in Puerto Rico
General Description Manage the financial reporting process, including the preparation of financial statements notes in accordance with U.S. GAAP and SEC reporting requirements. Oversight responsibility for the XBRL tagging of reports filed with the SEC and the appropriate execution of SOX controls. Timely respond to internal and external audit requests and technical accounting consultations. The ideal candidate must keep up to date in new accounting pronouncements and regulations that may have an impact in the financial statements and should exercise good time management to meet established deadlines. Essential Duties and Responsibilities Manage the financial reporting process Preparation of financial statements notes in accordance with U.S. GAAP and SEC reporting requirements Oversight of the XBRL tagging of reports filed with the SEC Provide guidance as to the disclosure requirements for new transactions Education Bachelor's Degree in Business Administration, concentration in accounting. CPA preferable. Experience At least 5 years of related experience in the preparation or audit of financial statements. Banking industry experience preferable. Knowledge, Skills and Abilities (KSA's) Ability to prepare financial reports, including preparation of financial statements and writing financial analysis. Knowledge and skills in the analysis of financial information and accounting pronouncements. Research and analysis skills. Excellent interpersonal skills and teamwork. Excellent oral and written communication skills, both in English and Spanish. Ability to work under pressure and meet deadlines. Organizational skills to handle multiple tasks simultaneously. Advanced knowledge in the use of Microsoft Office applications: Excel, Word, Outlook, PowerPoint. Availability to work extended hours, weekends, and holidays. Values 1. Passion for People3. Succeed Together2. Own Every Moment4. Build the Future Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary. ABOUT US Popular is Puerto Rico's leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular's employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events. If you have a disability or need more information about requesting an accommodation, please contact us at ***************************. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response. Are you ready for a rewarding career? Popular is an Equal Opportunity Employer Learn more about us at *************** and keep updated with our latest job postings at ******************** . Connect with us! LinkedIn | Facebook | Twitter | Instagram If you are a California resident, please click here to learn more about your privacy rights.
$53k-78k yearly est. 60d+ ago
Financial Controller
Trolley
Finance leader job in San Juan, PR
Location: Remote. Must maintain strong overlap with U.S. business hours for real-time coordination with founders and CPAs. Hours: 15-25 hrs/week depending on the needs. Submit your application HERE https://forms.clickup.com/**********/f/8cqbk2w-42777/HQAY19Y2GOAXZ71JUQ Note: We are not considering applications from agencies or recruiters at this time. Only individual candidates will be reviewed. Role Overview Were seeking an experienced Financial Controller to oversee multi-entity financial operations for a high-profile venture fund and related media projects. This role focuses on controllership, compliance, and stakeholder coordination. Youll work closely with our CEO, Senior Bookkeeper, fund administrators, legal teams, FP&A and CPAs to ensure our accounts, AP, and records are accurate, compliant, and audit-ready. This is a hands-on, senior-level role ideal for someone with experience in startups, fund management, SPVs, and partnerships who thrives in a fast-moving, founder-led environment. This role requires a strong command of U.S. GAAP and state-level compliance standards, with the discipline to manage multi-entity structures in real time and maintain strict documentation hygiene across all systems. Key Responsibilities 1. Financial Oversight Approve internal bookkeeping and monthly closings across multiple entities. Own the weekly close cadence across all entities: reconcile all Bank, Credit Cards, and Loan accounts, clear any uncategorized entries, and deliver reconciled reports with zero Uncategorized balances. Cash Flow management. 2. Accounts Payable Management Own AP process, ensure timely payments, and maintain clear cash flow visibility. Verify correct classification (e.g., loan principal vs. interest), ensure documentation is attached, and enforce proper approval trails. Vendor management, documentation and negotiation. 3. Fund & SPV Coordination Liaise with fund administrators, lawyers, CPAs, and investment partners on compliance, filings, and distributions. Coordinate directly with CPAs on U.S. federal and state filings to ensure audit readiness and tax alignment across entities. 4. Data & Document Management Maintain organized and complete financial/legal data rooms and reporting files. Maintain strict digital hygiene clean Drive structure, proper entity/date-based naming conventions, and elimination of legacy ad-hoc folders. Document recurring processes for key workflows (AP, reconciliations, reporting cadence). 5. Banking & Contracts Manage banking relationships, credit lines, and financial contract renewals. Ensure inter-company transfers and credit card allocations are fully reconciled and documented by entity. 6. Compliance & Audit Ensure regulatory filings, corporate compliance, and audit readiness for all entities. Uphold U.S. GAAP standards and maintain supporting documentation for all transactions. 7. Ad-hoc Financial Projects Support investment transactions, partnership agreements, and corporate restructurings as needed. Support FP&A by producing clean, reconciled financials while maintaining focus on controllership mechanics and compliance accuracy. What Were Looking For Experience 8+ years in financial control, fund accounting, or multi-entity finance. Direct experience managing QuickBooks Online multi-entity environments with precision (class/tag usage, intercompany reconciliations, and exception tracking). Track record managing AP, compliance, and investor reporting. Proven experience with venture funds, SPVs, partnerships, and startup environments. Skills Advanced QuickBooks proficiency (multi-entity). Strong understanding of fund structures, corporate compliance, and tax coordination. Highly organized with exceptional attention to detail; proficient in Google Drive and structured data management. Skilled at coordinating across lawyers, CPAs, and fund managers. Strong grasp of U.S. GAAP, state filings, and startup expense rules. Experience with collaborative tools, ideally ClickUp. Operational hygiene clean folders, version control, and naming discipline. Clear communication under pressure; comfort working with founders and advisors. Precision and process discipline in tight weekly cadences. Accountability and steadiness in fast-paced environments. Preferred CPA or equivalent qualification. Experience in media, venture capital, or investment management. This is not a corporate oversight role its a hands-on controllership position that demands precision, cadence, and speed. The ideal candidate enforces structure, keeps books clean, communicates crisply, and ensures every entity is reconciled, audit-ready, and compliant at all times. What to Expect: Our Application Process We respect your time and aim for clarity. Heres how it works: Apply through ClickUp Complete a short assignment via TestGorilla Interview with Recruitment & Ops Coordinator Second interview or role assessment Final interview with Founder & CEO Welcome to Trolley! Steps may vary slightly depending on the role well guide you through it! What to Expect: Our Application Process We respect your time and aim for clarity, so here's how it works: 1. Apply through ClickUp 2. Complete a short assignment via TestGorilla 3. Interview with Recruitment & Ops Coordinator 4. Second interview or role assessment 5. Final interview with Founder & CEO 6. Welcome to Trolley! Steps may vary slightly depending on the role well guide you through it! ---------- About Us Who We Are Trolley is a fast-growing creative operations company delivering high-impact digital and marketing solutions. We collaborate with high-profile clients to strategize, produce, and optimize compelling content that drives engagement, brand visibility, and business growth. Our creative team functions as a fully integrated power-house combining strategy, design, production, and performance analysis to deliver world-class results. We Operate Under Founder Mode Trolley is built on a Founder Mode mindset - an operating system rooted in ownership, strategic thinking, and execution at speed. Here, we look for people who take initiative, think like entrepreneurs, and use tools like AI to optimize how work gets done. But Founder Mode isn't about going alone, it's about working within high-trust, collaborative teams where contribution matters more than control. We value creativity, resourcefulness, and clear communication. If you're driven by impact, thrive in dynamic environments, and believe in scaling through systems, not stress - this is the place for you. Why Join Us? Work with the Best: We recruit globally to connect top talent with forward-thinking companies. Tech-Driven Efficiency: Leverage the latest AI and tools to amplify your impact. Human-Centric Approach: Our systems are designed to support and elevate people, not replace them. Training for Success: We provide world-class training to ensure you excel in every aspect of your role. Benefits at Trolley At Trolley, we believe in building a company that works for you not the other way around. That means freedom, tools, and culture that support both your creativity and your execution. We offer: Work from anywhere Flexible schedule and time off no micromanaging Direct collaboration with the Founder Access to top-tier AI tools (Perplexity, ChatGPT, ClickUp Brain and more) Clear path for long term career growth A supportive company culture grounded in ownership and prioritizing progress over perfection Be Part of the Future of Work Trolley is now accepting applications from ambitious professionals who want to work at the intersection of technology and creativity. Join us in shaping the next era of work.
$56k-84k yearly est. 10d ago
Finance Analyst
Lufthansa Technik 4.0
Finance leader job in Puerto Rico
Job Description Financial Analyst Organization: Lufthansa Technik Puerto Rico (LTPR) Department: Finance This position is responsible for generation, distribution and development of reports regarding the financial and operational situation of the company for the management. Essential Responsibilities Responsible for controlling reports relating to the month end closing tasks. Budget and Forecast development and evaluation of assumptions in coordination with facility executive management and network controlling (HAM Central PD Controlling). Generate reports regarding financial and operating results of Business Units/Company, comment on results, outline risks/chances and provide recommendations to support executive and senior leadership management. Develop and calculate key financial indicators and result drivers. Working with the CO- and FI-module of SAP. Prepare various presentations and analysis reports as required by Business Units/Company. Actively participate in the evaluation of possible investment projects and reorganization programs. Perform analyses of synergies between different units, initiate benchmarks, derive and suggest measures to the management. Develop and implement controlling systems; continuously striving for improvement / further development of teams' processes. Work on standardization of processes regarding the PD-Network. Generate business plans for projects as may be assigned. Be part of the international network controlling team. Ad hoc analysis as may be assigned / requested by the Head of Finance (HOF) or Head of Network Controlling. Other Responsibilities Maintains working area clean and organized. Comply and ensure compliance with company policies, procedures, local and federal regulations. Perform other tasks and projects, as requested. Ensure adherence to compliance with culture requirements. Education, Skills, and Competencies Bachelor's degree in business administration major in Accounting. Certified / Qualified Accountant is an advantage Tax experience / advisory qualification according to location specifics is an advantage At least 3 years job experience and/or experience related to business, finance and accounting Experience in business negotiations Very good knowledge in MS Windows, Word, Excel; Good SAP skills (FI/CO-module) are desirable Good communication skills at all levels of the organization Very good analytical skills Fluent in English (both written and spoken) Availability to travel abroad
$43k-70k yearly est. 20d ago
Senior Financial Analyst
Datavant
Finance leader job in San Juan, PR
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Role Summary:** As a Senior Financial Analyst in the FP&A group, you will be a financial expert who helps shape how we plan, measure, and invest in our business. You will partner closely with business leaders across the organization to drive financial insight and operational efficiency. This role is both strategic and hands-on: you'll be building scalable reporting processes, surfacing key insights, and driving financial transformation as Datavant continues to grow. **Specific requirements:** + Strong financial modeling, reporting, and variance analysis skills. + Advanced Excel skills (complex formulas, large datasets). + Mastery of accounting principles and US GAAP. + Strong communication and collaboration skills across levels and functions. **In this role you will:** + Build and enhance financial models for reporting, forecasting, and budgeting cycles. + Consolidate and analyze KPIs across multiple data sources to deliver clear business insights. + Partner with stakeholders to design and implement scalable reporting processes. + Review financial reports and identify trends, risks, and opportunities for leadership. + Support month-end close with variance analysis and commentary. + Conduct ad hoc analysis (e.g., headcount, OPEX, indirect costs) to support strategic decision-making. **What you will bring to the table:** + BA/BS in Finance, Economics, or related field. + 1-2 years experience in corporate finance, investment banking, or finance role at tech startup. + Healthcare industry experience a plus. + Ownership mindset with a drive to improve processes in a growing organization. + Passion for Datavant's mission to connect the world's healthcare data. We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. The estimated total cash compensation range for this role is: $102,000-$120,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
$102k-120k yearly 16d ago
Manager, Labor Planning & Analysis
Accorhotel
Finance leader job in Carolina, PR
Fairmont El San Juan Hotel, where lively vibes and peaceful ocean views meet. Located minutes from Old San Juan, on the award-winning Isla Verde Beach in Puerto Rico. The resort features four pools, villa rooms, live entertainment, a Well & Being Spa and Fitness Center, paddleboards, luxury cabanas, signature dining at Caña, El San Juan Beach Club, Meat Market, Riva and Chandelier Bar featuring a 7,000 Crystal Chandelier. What is in it for you Employee benefit card offering discounted rates at Accor worldwide Learning programs through our Academies Opportunity to develop your talent and grow within your property and across the world! Ability to make a difference through our Corporate Social Responsibility activities Job Description Fairmont El San Juan Hotel Manager, Labor Planning & Analysis oversees the strategic workforce planning process by analyzing labor data, developing forecasts, creating staffing models, and implementing workforce strategies to align talent with business needs and control costs. Specific Roles and Responsibilities, among others: Maintain the Labor Management System to maintain and align with Accor standards and audit requirements. Labor Management System champion for the Hotel. Produce daily and ad hoc labor reports based on company standards. Prepare a daily variance report, explaining the major variances to established labor standards. Prepare appropriate labor reports for the weekly labor meetings. Present analyses and lead weekly labor review meetings. Handle government inquiries, advise on programs and potential subsidies Support paymaster processes daily, weekly, by-weekly payroll information. Meet with division and department heads for ongoing assistance with Watson labor reports and developing labor standards. During the budget process, produce annual labor budgets taking actual history and labor standards into account. During the monthly forecast process, re-forecast monthly labor costs. If necessary, assist department heads in setting up computerized scheduling modules based upon their labor standards. Train all newly hired department heads on the Watson Labor Management Reporting system. Assist with payroll entries into Payroll System. Assist with month end close, processing journal entries related to payroll expenses, accruals and vacation accruals. Completion of assigned monthly balance sheet accounts related to payroll; accrued salaries and wages, vacation, banquet service charges, porter charges, pension contributions, and payroll taxes Ensure that all of the hotel's systems and internal controls, that are applicable to the payroll function, are followed. Maintain complete confidentiality with all payroll dealings. Maintain payroll / human resource system upgrades, testing, changes, etc. Communicate with corporate Labor Management System team. Cross train in all Payroll functions to allow for complete vacation coverage. Attend periodic training or seminars Must be willing to work a flexible schedule in order to accomplish all major responsibilities and tasks. Must be willing to accept assignments on an as needed basis, in order to promote teamwork. Must have a commitment to follow all Fairmont Hotels & Resorts policies and procedures. Must be self-motivating and have a high degree of analytical ability and confidentiality, and work in a safe, prudent and organized manner. Conduct self in a professional manner at all times to reflect the high standards of Fairmont Hotels & Resorts. Qualifications Qualifications: HRIS / Payroll processing knowledge Proficient in Excel, knowledge of Watson a strong asset Experience in managing productivity and staffing standard College diploma in Administration and a CPA certification is preferred Prior accounting experience in payroll, human resources or accounting Able to address and understand Labor Standards from an operation's perspective Exceptional organizational skills, a sense of urgency, and the ability to prioritize. Self-motivated, able to work on own. Accuracy and detail orientation is a must. Ability to communicate effectively with department heads A professional appearance and presentation along with excellent interpersonal and communication skills and an ability to build and maintain positive working relationships with all staff and external contacts Additional Information Our commitment to Diversity & Inclusion: We are an inclusive company and our ambition is to attract, recruit and promote diverse talent.
$69k-88k yearly est. 60d+ ago
Lead, Accounts Receivable RCM
Cardinal Health 4.4
Finance leader job in San Juan, PR
**_What Customer Service Operations contributes to Cardinal Health_** Contracts and Billing is responsible for finance related activities such as customer and vendor contract administration customer and vendor pricing, rebates, billing (including drop-ships), processing chargebacks and vendor invoices and developing and negotiating customer and group purchasing contracts. + Demonstrates knowledge of financial processes, systems, controls, and work streams. + Demonstrates experience working collaboratively in a finance environment coupled with strong internal controls. + Possesses understanding of service level goals and objectives when providing customer support. + Demonstrates ability to respond to non-standard requests from vendors and customers. + Possesses strong organizational skills and prioritizes getting the right things done. The Accounts Receivable Team Lead performs day-to-day AR functions with the goal of ensuring that all policies and procedures related to providing consistent, supervisor customer/patient care are adhered to, and service & production goals are met effectively and efficiently. They will work within the scope of responsibilities as dictated below with guidance and support from AR & Billing leadership teams. **_Responsibilities_** + Provides ongoing leadership and support to team associates to ensure that day-to-day service and production goals are met. + Assists management in monitoring associates' goals and objectives daily; motivates and encourages associates to maximize performance. + Provides ongoing feedback, recommendations, and training as appropriate. + Assists supervisors in ensuring staff adherence to company policy and procedures. + Assists supervisors in related personnel documentation as required, necessary, or appropriate. + Acts as a subject matter expert in claims processing. + Processes claims: investigates insurance claims; properly resolves by follow-up & disposition. + Lead and manage escalation projects, addressing complex issues and ensuring timely resolution to maintain optimal account receivables performance and client satisfaction. + Resolves complex insurance claims, including appeals and denials, to ensure timely and accurate reimbursement. + Verifies patient eligibility with secondary insurance company when necessary. + Bills supplemental insurances including all Medicaid states on paper and online. + Oversees appeals and denials management to maximize revenue recovery and minimize financial leakage, ensuring all claims are accurately processed and followed up in a timely manner. + Manages billing queue as assigned in the appropriate system. + Investigates and updates the system with all information received from secondary insurance companies. + Ensures that all information given by representatives is accurate by cross referencing with the patient's account, followed by using honest judgement in any changes that may need to be made. + Processes denials & rejections for re-submission (billing) in accordance with company policy, regulations, or third party policy. + Updates patient files for insurance information, Medicare status, and other changes as necessary or required as related to billing when necessary **_Qualifications_** + 6+ years of experience, preferred + High School Diploma, GED or technical certification in related field or equivalent experience, preferred + Proficiency in Microsoft Excel (e.g., pivot tables, formulas), preferred **_What is expected of you and others at this level_** + Takes the lead in effectively applying and teaching new processes and skills in order to accomplish a wide variety of assignments + Comprehensive knowledge in technical or specialty area + Ability to apply knowledge beyond own areas of expertise + Performs the most complex and technically challenging work within area of specialization + Preempts potential problems and provides effective solutions for team + Works independently to interpret and apply company procedures to complete work + Provides guidance to less experienced team members + May have team leader responsibilities but does not formally supervise **Anticipated hourly range:** $22.30 - $32.00/hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/8/2026 *if interested in opportunity, please submit application as soon as possible. _The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$22.3-32 hourly 3d ago
Financial Analyst- ERP Implementation
RSM Puerto Rico 4.4
Finance leader job in San Juan, PR
We are seeking a highly skilled and experienced Financial Analyst with ERP Implementation Project Experience to join our consulting firm. As a Financial Analyst, you will be responsible for providing financial expertise and insights during ERP implementation projects for our clients. Your strong understanding of finance and project management will be essential in ensuring successful project execution and delivering value to our clients. Responsibilities: Financial Analysis: Conduct detailed financial analysis of client organizations, including reviewing financial statements, assessing financial processes, and identifying areas for improvement. Analyze financial data to understand the impact of ERP implementation on key financial metrics, such as profitability, cash flow, and return on investment. Requirements Gathering: Collaborate with clients to understand their financial requirements and objectives related to the ERP implementation project. Conduct interviews and workshops to gather relevant financial data and document business processes. Financial Planning and Modeling: Assist clients in developing financial plans and models to support the ERP implementation project. This includes creating financial forecasts, budgeting, and conducting scenario analysis to evaluate the financial impact of different implementation strategies. Change Management: Support clients in managing the financial aspects of organizational change resulting from the ERP implementation. Help develop change management plans, including financial training and communication strategies, to ensure smooth transitions and minimize disruptions. Data Migration and Integration: Work with project teams to ensure accurate and efficient migration of financial data into the ERP system. Collaborate with technical teams to integrate financial systems and ensure data integrity during the implementation process. Risk Assessment and Mitigation: Identify financial risks associated with the ERP implementation project and develop mitigation strategies. Conduct risk assessments, monitor financial controls, and recommend measures to minimize financial risks and ensure compliance with regulations. Reporting and Documentation: Prepare financial reports and documentation related to the ERP implementation project. This includes financial status updates, cost-benefit analysis, ROI calculations, and other financial deliverables as required by the project stakeholders. Stakeholder Management: Collaborate with project managers, client finance teams, and other stakeholders to ensure effective communication and coordination throughout the ERP implementation project. Provide financial insights and recommendations to support decision-making and project success. Qualifications: Bachelor's degree in finance, accounting, or a related field. A Master's degree or professional certification (e.g., CFA, CPA) is preferred. Proven experience as a Financial Analyst, preferably in a consulting or project-based environment, with specific experience in ERP implementation projects. Strong understanding of finance and accounting principles, as well as knowledge of ERP systems and their financial modules. Proficiency in financial modeling and forecasting techniques. Excellent analytical skills with the ability to interpret complex financial data and provide actionable insights. Strong communication and presentation skills, with the ability to communicate financial concepts effectively to both finance and non-finance stakeholders. Project management experience and familiarity with project management methodologies. Attention to detail and ability to work independently in a fast-paced, client-focused environment. Strong problem-solving skills and ability to adapt to changing project requirements. Experience with ERP systems such as SAP, Oracle, or Microsoft Dynamics is preferred.
$49k-77k yearly est. 60d+ ago
Senior Financial Analyst
Acadia External 3.7
Finance leader job in San Juan, PR
Conduct detailed variance analyses, including Actual vs. Budget, Actual vs. Forecast, Month-to-Month, Quarter-to-Quarter, and Year-over-Year comparisons, and provide explanations for deviations. Prepare financial performance analysis: review and validate monthly variance explanations prepared by financial analysts. Prepare Profit and Loss Statements by business segment Identify saving opportunities based on expense and trend analyses Provide trend analysis for expenses, revenues, and key financial indicators as required. Perform and update monthly financial and operational indicators to monitor business performance. Assist the accounting team in account analysis and the preparation of journal entries. Prepare and provide custom financial reports and analyses as needed. Ensure that balance sheet accounts are adequately supported with proper documentation and analysis (balance sheet review). Support in the development and execution of the hospital's annual budget. Assist in external and internal financial audits by providing required financial documentation and analysis. Collaborate on special projects assigned by the CFO and Director of Finance (DOF) to improve financial strategies and operations. Regularly review financial results with the DOF and CFO, ensuring timely and accurate reporting. Ensure all assigned tasks and reports are completed within the established deadlines. Support on the Internal and External Audits Other Qualifications - CPA preferred. - Minimum of 3-5 years of experience in financial analysis, preferably in healthcare. - Strong knowledge of financial reporting, budgeting, and forecasting. - Proficiency in Microsoft Excel, financial modeling, and accounting systems. - Ability to analyze complex financial data and present findings clearly. - Strong communication and collaboration skills to work cross-functionally. - Fluent in English. - Experience with hospital finance and healthcare contracts is a plus.
$57k-72k yearly est. 18d ago
Financial Analyst
Cai 4.8
Finance leader job in San Juan, PR
**Req number:** R6673 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. **Job Summary** We are looking for a Financial Analyst ready to take us to the next level! If you have extensive experience involving Financial Reporting, Monthly Analysis, and forecasting and are looking for your next career move, apply now! **Job Description** CAI's **Financial Analyst** provides leadership and expertise in operational and financial support for a defined area. Works directly with the EVP (Executive VP), account managers, sales associates, and corporate staff to effectively support that area's needs. Creativity and independent decision making are required. A strong focus on Financial Planning and analysis is a key part of this role. This position will be **full-time** and **remote.** **What You'll Do** + Understand the business so you can lead financial discussions and point out areas of concern/opportunity + Foster the team goal of digitizing financial results and metrics, ensure you are promoting the use of the tools being built + Prepare monthly analysis of financial reports for operating divisions and cost centers, including trend analysis and spending/revenue patterns + Assess monthly financials for discrepancies and error reporting + Prepare monthly forecasts for operating divisions and cost centers + Prepare ad hoc reports to support management in financial decision making + Provide payroll documentation for salary and bonus payouts + Prepare financial reports for Return on Investment, and other decision support models + Understand the business operations of divisions and cost centers to provide business support + Assist divisions and cost centers in creating new project structures to allow associates and subcontractor personnel to report time and expenses + Responsible for correct project/customer set up that enables invoicing based off Customer SOW's, reviewing/analyzing RFP's for new project bids - finding costs that could affect profit margins **What You'll Need** Required: + Bachelor's Degree in Accounting/Finance/Business Administration + 2-3+ years of Financial Analysis/Forecasting experience within Corporate Finance/Accounting + Experienced with Microsoft Office, especially Microsoft Excel (Pivot Tables) Preferred: + Experience with Workday is highly preferred + Strong analytical and problem-solving skills + Strong communication and collaboration skills + Ability to develop presentations and MS Word documents + Ability to understand financial statements **Physical Demands** + Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state and local standards + Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. + Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard and monitor **\#LI-JE1** **Reasonable accommodation statement** If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111. $70,000 - $80,000 The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
$70k-80k yearly 10d ago
Financial Analyst
Invest Puerto Rico
Finance leader job in San Juan, PR
Invest Puerto Rico (IPR) is a non-profit organization created by the Government of Puerto Rico via Law 13-2017 with the mission of promoting Puerto Rico as a competitive investment jurisdiction to attract new business and external capital to the Island. Overview The range of responsibilities will include: financial management and development and optimization around the key internal controls of the organization, acting as a subject matter expert in internal finance policies, including areas such as revenue recognition and developing a best-in-class financial processes. Duties and Responsibilities: Financial Planning / Accounting • Prepare quarterly closing, journal entries , financial statements/reporting and forecasts; • Manage expense reimbursement policy; • Maintain activity expenditure against budgets; • Maintain rolling cashflow projection; • Maintain A/P, A/R & asset registers Compliance and Internal controls • Ensures that contractors adhere to and abide by the clients' contractual terms and guidelines; • In charge of all reporting requirements for the organization's projects and grant funds; • Manages the continuous revision of processes & SOPs • Manages an end-to-end audit process of current systems - while acting as the first point of contact for external auditors (audits and tax requirements) • Update financial risk assessments Required Qualifications: • Bachelor's degree in Accounting or Finance • CPA license desirable • 2-4 years experience in administrative and financial management of large-scale, complex, international and grant-funded programs; • 2-4 years experience in grant's management, including proposals, contracting and financial reporting • 2-4 years experience in financial/funds management and reporting; • Ability to work effectively under pressure and to manage competing priorities; • Outstanding team player and willingness to learn and support learning of others; • Highly Fluent in Written and Spoken English and Spanish Invest PR is an Equal Opportunity Employer.
$40k-66k yearly est. Auto-Apply 60d+ ago
Financial Analyst
Bold 3.8
Finance leader job in Guaynabo, PR
We are seeking a motivated and experienced Financial Analyst to join our Finance Team. We are seeking candidates who are business-minded, data-driven, and able to translate large and complex data sets into meaningful information and have the desire to influence a company's decisions and performance. Using your strong analytical skills, you will review data surrounding payment performance metrics (such as payment acceptance rates, chargebacks, fraud rates) in order to develop strategies to drive revenue growth within the business while reducing risk. You should be a strong partner who enjoys working cross-functionally to drive growth. You should also be comfortable creating and taking on assignments where you may have little prior knowledge and seeing them to completion. In addition, you will help design the necessary reporting and tools required to effectively review and make changes to our e-commerce platform. About this team As our Financial Analyst, you will report to the Finance Director, Payments, and will be a key member of the team supporting BOLD's payments team. We are seeking candidates who are business-minded, data-driven, and able to translate large and complex data sets into meaningful information and have the desire to influence the company's decision-making and performance. Using your strong analytical skills, you will review data surrounding payments performance metrics (such as payment acceptance rates, chargebacks, and fraud rates) in order to develop strategies to drive revenue growth within the business while reducing risk. You should be a strong partner who enjoys working cross-functionally to drive growth. You should also be comfortable creating and taking on assignments where you may have little prior knowledge and seeing them to completion. In addition, you will help design the necessary reporting and tools required to effectively review and make changes to our e-commerce platform. What you'll do Analyze and interpret large quantities of data as it related to payment acceptance, chargebacks, fraud rates, and other payment performance metrics Monitor and forecast payment related metrics, and predict customer behaviors through data analysis and modeling Understand the key drivers of company KPIs (Key Performance Indicators such as conversion rate, life time value of a customer, chargeback rate, and fraud rate) and the relative contribution of those drivers to the business performance through financial modeling Review and make recommendations toward our payment processor allocation strategies in order to drive revenue growth Make recommendations to improve operations, anti-fraud processes and system enhancements What you'll need Finance or other Analytical degree required 2+ years work experience in an analytical role such as finance or business analytics Ability to collaborate with and across teams throughout the company, including Finance, Platform, Customer Support, Product, and Marketing to drive results Extensive experience in building complex financial models, conducting quantitative and qualitative financial analysis and scenario analysis Strong written, verbal and presentation communication skill Experience in presenting analysis to senior executives and working as a business partner across all departments Thrive in a complex, fast-paced environment; Advanced Microsoft Excel and PowerPoint Skills Strong analytical, quantitative, and problem-solving skills What's good to have Master's degree Experience with SiSense, Tableau or other data visualization tools Previous experience in Payments is a plus Benefits Outstanding Compensation Competitive salary Bi-annual bonus 401(k) plan with match Equity in company Internet and home office reimbursement In-Office Catered Breakfast & Lunches 100% Full Health Benefits Medical, dental, and vision (optional plans for your family) Life & long-term disability insurance (optional) Mental health support and resources Wellness reimbursement (gym, health apps, etc.) Flexible Time Away Flexible PTO Sick time policy Observed holidays Certain group health plans are required to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRFs). The MRFs for the Triple S Salud medical benefit plans are linked below as of July 1, 2022: ********************************************************************************** #LI-Remote
$47k-69k yearly est. Auto-Apply 60d+ ago
Financial Analyst
Pharmpix Corporation
Finance leader job in Guaynabo, PR
The Financial Analyst is responsible for assisting in the financial planning, budgeting, financial analysis and month-end closing for the company. ESSENTIAL ROLES AND RESPONSIBILITIES Asist in the preparation of annual corporate budgets and forecasts. Assist in the development of models to compare actual results with budgets. Identifying trends in financial performance and provide recommendations for improvement. Assist in the preparation of financial analysis and pricing models upon management request. Provide support as needed during the monthly accounting closing cycle. Assist in the preparation of Financial Statements reporting. Prepare reports, analysis and presentations requested by customers and management. Gather information necessary to prepare project viability comparison analysis. Assist in the coordination with IT department the creation and validation of different reports required by management to analyze business trends and activities. Reconciles transactions by comparing and correcting data, drug cost control and reporting. Maintains financial security by following internal controls. Maintains all financial/operations information confidential. Any other duties as assigned. Support all Quality Management Program Initiatives. TRAINING & EDUCATION BBA major in Accounting or Finance MBA preferred but not required LICENSURE / CERTIFICATION Certified Public Accountant (CPA) or Certified Managerial Accountant (CMA) (preferred) PROFESSIONAL EXPERIENCE Minimum 5 years' experience in financial analysis, budgeting, and accounting closing cycle. PROFESSIONAL COMPETENCIES Knowledge: Fully Bilingual English and Spanish Financial Analysis Budgeting Accounting Closing Cycle Process Cost Accounting knowledge Basic SQL knowledge and Access Office 365, mainly Excel PowerBI Skills: Strong analytical skills Great presentation skills Good oral and written communication skills Excellent time management and organizational skills Attention to detail. Research Skills Accurate Data Analysis Skills Ability: Ability to multitask and meet constant deadlines. Adaptability to changing structures and situations. PHYSICAL AND MENTAL DEMANDS: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk. The position requires that the weight be lifted, and force is exerted up to 25 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. ENVIRONMENTAL AND WORKING CONDITIONS This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Require evening or weekend work. PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans
$40k-66k yearly est. Auto-Apply 37d ago
Financial Analyst
Pharmpix
Finance leader job in Guaynabo, PR
The Financial Analyst is responsible for assisting in the financial planning, budgeting, financial analysis and month-end closing for the company. ESSENTIAL ROLES AND RESPONSIBILITIES Asist in the preparation of annual corporate budgets and forecasts. Assist in the development of models to compare actual results with budgets. Identifying trends in financial performance and provide recommendations for improvement. Assist in the preparation of financial analysis and pricing models upon management request. Provide support as needed during the monthly accounting closing cycle. Assist in the preparation of Financial Statements reporting. Prepare reports, analysis and presentations requested by customers and management. Gather information necessary to prepare project viability comparison analysis. Assist in the coordination with IT department the creation and validation of different reports required by management to analyze business trends and activities. Reconciles transactions by comparing and correcting data, drug cost control and reporting. Maintains financial security by following internal controls. Maintains all financial/operations information confidential. Any other duties as assigned. Support all Quality Management Program Initiatives. TRAINING & EDUCATION BBA major in Accounting or Finance MBA preferred but not required LICENSURE / CERTIFICATION Certified Public Accountant (CPA) or Certified Managerial Accountant (CMA) (preferred) PROFESSIONAL EXPERIENCE Minimum 5 years' experience in financial analysis, budgeting, and accounting closing cycle. PROFESSIONAL COMPETENCIES Knowledge: Fully Bilingual English and Spanish Financial Analysis Budgeting Accounting Closing Cycle Process Cost Accounting knowledge Basic SQL knowledge and Access Office 365, mainly Excel PowerBI Skills: Strong analytical skills Great presentation skills Good oral and written communication skills Excellent time management and organizational skills Attention to detail. Research Skills Accurate Data Analysis Skills Ability: Ability to multitask and meet constant deadlines. Adaptability to changing structures and situations. PHYSICAL AND MENTAL DEMANDS: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk. The position requires that the weight be lifted, and force is exerted up to 25 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. ENVIRONMENTAL AND WORKING CONDITIONS This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Require evening or weekend work. PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans
$40k-66k yearly est. Auto-Apply 37d ago
Senior Analyst, Finance Operations
Cardinal Health 4.4
Finance leader job in San Juan, PR
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Conducts proactive research, customer and supplier inquiries and dispute resolution all with a concentration on customer pricing from internal and external customers. + Collaborates proactively and cross functionally with internal and external key stakeholders. + Leads customer account(s) and / or processes in a fast paced and highly data analytical environment. + Leads customer facing video conversations and escalations to improve overall customer experience. + Drives process innovation for customer(s) through their identified pricing program. + Drives and influences process change(s) to proactively prevent reoccurrence of negative customer experiences through root cause analysis for their customers. + Effectively prioritize multiple job tasks to meet deadlines. + Demonstrates leadership skills to assist other team members. + Models an ownership mindset by taking accountability for outcomes. + Continuously learns and adapts through updates in systems, processes, and / or other career growth opportunities. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 2-4 years of experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Proficiency in Alteryx and Tableau reporting preferred + Strong ability to lead direct conversations with internal and external customers + Sense of urgency, attention to detail, prioritization, and accountability + Ability to build strong collaborative relationships and communicate effectively + Strong organizational skills **_What is expected of you and others at this level_** + Applies working knowledge in the application of concepts, principles and technical capabilities to perform varied tasks + Works on projects of moderate scope and complexity + Identifies possible solutions to a variety of technical problems and takes action to resolve + Applies judgment within defined parameters + Receives general guidance and may receive more detailed instruction on new projects + Work reviewed for sound reasoning and accuracy **Anticipated salary range:** $57,000-$73,440 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/30/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$57k-73.4k yearly 11d ago
Financial Analyst
Invest Puerto Rico
Finance leader job in San Juan, PR
Invest Puerto Rico (IPR) is a non-profit organization created by the Government of Puerto Rico via Law 13-2017 with the mission of promoting Puerto Rico as a competitive investment jurisdiction to attract new business and external capital to the Island. Overview The range of responsibilities will include: financial management and development and optimization around the key internal controls of the organization, acting as a subject matter expert in internal finance policies, including areas such as revenue recognition and developing a best-in-class financial processes. Duties and Responsibilities: Financial Planning / Accounting • Prepare quarterly closing, journal entries , financial statements/reporting and forecasts; • Manage expense reimbursement policy; • Maintain activity expenditure against budgets; • Maintain rolling cashflow projection; • Maintain A/P, A/R & asset registers Compliance and Internal controls • Ensures that contractors adhere to and abide by the clients' contractual terms and guidelines; • In charge of all reporting requirements for the organization's projects and grant funds; • Manages the continuous revision of processes & SOPs • Manages an end-to-end audit process of current systems - while acting as the first point of contact for external auditors (audits and tax requirements) • Update financial risk assessments Required Qualifications: • Bachelor's degree in Accounting or Finance • CPA license desirable • 2-4 years experience in administrative and financial management of large-scale, complex, international and grant-funded programs; • 2-4 years experience in grant's management, including proposals, contracting and financial reporting • 2-4 years experience in financial/funds management and reporting; • Ability to work effectively under pressure and to manage competing priorities; • Outstanding team player and willingness to learn and support learning of others; • Highly Fluent in Written and Spoken English and Spanish Invest PR is an Equal Opportunity Employer.
$40k-66k yearly est. Auto-Apply 60d+ ago
Financial Analyst
Pharmpix
Finance leader job in Guaynabo, PR
Job Description The Financial Analyst reports to the Financial Analysis Manager and is responsible for preparing financial analysis, pricing models, data analysis and reports for the company and monitoring actual results and trends. ESSENTIAL ROLES AND RESPONSIBILITIES Prepare financial analysis and pricing models upon management request. Perform data analysis by collecting and analyzing data & patterns, presenting findings, facilitating informed decision-making and problem resolution. Prepare reports, analysis, and presentations requested by customers and management. Reconciles customer's actual performance with contract terms and definitions on a monthly, quarterly and/or annual basis. Also, provide responses to submitted findings and perform corrections as necessary. Identifying trends in financial performance and provide recommendations for improvement. Provide support as needed during the monthly accounting closing cycle. Responsible for maintaining Client Side Pricing Tool, including but not limited to: updating contracted pricing, coordinating with IT department to make necessary programming requested by client or management, and perform testing. Coordinate with IT department the creation and validation of different reports required by management to analyze business trends and activities. Maintains technical knowledge by attending educational workshops, reviewing publications (NCPDP). Protect operations by keeping financial information confidential. Contributes to team effort by accomplishing related results as needed. Other tasks and responsibilities as required by Supervisor. TRAINING & EDUCATION • BBA major in Finance or Accounting. LICENSURE / CERTIFICATION • CMA or CPA, preferred. PROFESSIONAL EXPERIENCE • Five (5) or more years of experience in a combination of financial analysis, reporting and accounting closing cycle. • PBM and/or Medicare experience, preferred. PROFESSIONAL COMPETENCIES Knowledge: • Expert Knowledge in MS Office, mainly Excel and Power BI. • Basic SQL knowledge, preferred. • Fully bilingual English and Spanish. Skills: • Strong analytical skills. • Great presentation skills. • Good oral and written communication skills. Abilities: • Excellent time management and organizational ability. • Ability to multitask and meet constant deadlines. • Adaptability to changing structures and situations. PHYSICAL AND MENTAL DEMANDS • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk. • The position requires that weight be lifted, and force be exerted up to 25 pounds. • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ENVIRONMENTAL AND WORKING CONDITIONS • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Requires evening or weekend work PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans
$40k-66k yearly est. 26d ago

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