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Financial Reporting Professional 2
Humana 4.8
Finance representative job in San Juan, PR
**Become a part of our caring community and help us put health first** The Financial Reporting Professional 2 prepares and distributes periodic financial statements. The role requires data driven technical skills to support process improvement. The Financial Reporting Professional 2 work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action.
This role is suited for a technically capable reporting professional who can work directly with data, understand end to end reporting flows, and exercise sound judgement within established accounting and organizational guidelines to deliver accurate and timely financial information. Individual will own assigned reporting processes and schedules within the financial reporting team with accountability for data readiness, documentation and adherence to filing requirements/timelines.
The individual will partner with finance, accounting and engineering teams on broader automation and efficiency initiatives. The role requires the ability to implement basic technical solutions including revising SQL queries and modifying lightweight automation solutions. Advanced system development is NOT required
**Key responsibilities**
+ Contribute to light automation and workflow improvements while partnering with technical resources for more complex development.
+ Maintain reporting calendars and filing schedules for regulatory submissions.
+ Coordination with Compliance to ensure deadlines are tracked and met across multiple states and programs
+ Support financial and regulatory reporting through accurate execution of reporting process
+ Post journal entries and perform data reconciliations across source systems and the general ledger
+ Load, validate and maintain reporting data tables
+ Operate as business owner for existing tools including coordination of inputs, validation of outputs, and design changes
+ Ensure compliance with internal controls and regulatory requirements
+ Analyze data flows and identify opportunities to improve accuracy, efficiency and automation
+ Collaborate with cross functional partners on finance and accounting initiative
+ Write and modify basic SQL queries and support data validation and troubleshooting
**Use your skills to make an impact**
**Required Qualifications**
+ Undergraduate degree with emphasis in Finance, Accounting, Data Analytics or related field
+ 3 years of experience in accounting/finance department
+ Basic understanding of SQL and Microsoft Power Platform
+ Intermediate Excel
+ Strong analytical and problem-solving capabilities
+ Experience supporting or improving financial reporting processes
+ Working knowledge of general ledger and financial statement preparation
+ Ability to work independently and exercise sound professional judgment
**Preferred Qualifications:**
+ Healthcare insurance experience, including CMS and MLR ( **Medical Loss Ratio)** reporting requirements
+ Experience building apps on Microsoft Power Platform (Power BI, Power Apps, Power Automate, SharePoint)
+ Advanced SQL and/or VBA
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$71,100 - $97,800 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 01-29-2026
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
$71.1k-97.8k yearly 3d ago
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Finance Representative
GE Appliances, a Haier Company 4.8
Finance representative job in Carolina, PR
At GE Appliances, a Haier company, we come together to make "good things, for life." As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together.
The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities: _we come together_ , _we always look for a better way_ , and _we create possibilities_ .
Interested in joining us on our journey?
The FinanceRepresentative will play a key role in supporting the GE Appliances Air & Water Pro Solutions Stores by ensuring efficient order processing and maintaining financial accuracy. This position is responsible for assisting with inventory control, maintaining precise financial records, and supporting the resolution of discrepancies in the accounts receivable reconciliation process. The role ensures compliance with internal policies and procedures and reports directly to the Controller. This position is based at the GE Appliances office in Puerto Rico
**Position**
FinanceRepresentative
**Location**
USA, Carolina, PR
**How You'll Create Possibilities**
**Essential results-based duties**
+ Provide guidance and support to Pro Solution Store Representatives in addressing any discrepancies and exceptions to ensure proper and timely processing of orders.
+ Lead review of daily log payments from Pro Solution Stores to ensure all stores have submitted timely.
+ Review Pro Solution Stores daily logs to confirm all receipts are properly recorded in Oracle to streamline monthly cash reconciliation.
+ Partner with Pro Solution Stopres to manage and support in Store inventory count process, including confirming adjustments have proper root cause analysis and have been made at system level.
+ Analyze Cash in Advance customer accounts to reconcile upon invoice issuance and support with other customer accounts as requested.
+ Support physical inventory count audit processes to ensure compliance with policies.
+ Support quarterly tracking of required documents to ensure validity of supplier/vendor data.
+ Assist all functional financial audit requests, both internal and external, while exemplifying both a strong sense of urgency and attention to detail in regard to all audit requests.
+ Utilize process improvement skills to simplify and improve accuracy and efficiency of overall monthly & quarterly closing, forecasting, and reporting rhythm activities.
+ Perform other tasks or special projects as assigned within the scope of Controllership/Finance.
**What You'll Bring to Our Team**
**Position Requirements**
**Minimum Qualifications:**
+ Bachelor's degree in accounting, finance, business administration, or a related field.
+ 3 years of relevant experience in finance, accounting, or a related field.
+ Proficiency using MS Office suite applications (Outlook, Excel, PowerPoint)
+ Ability to work under pressure meeting tight deadlines
+ Demonstrated ability to adapt effectively to changing routines, peak workloads, and shifting priorities.
+ Skilled in building strong relationships and communicating across all levels of the organization.
+ Speed, accuracy and efficiency crucial - data entry
+ Ability to manage multiple priorities
+ Excellent verbal and written communication skills
+ Strong organizational skills with a proven ability to manage tasks, time, and priorities effectively.
+ Proficient in inspection techniques and quality assurance practices
+ Fully Bilingual - English & Spanish
+ Proven analytical, negotiation, and influencing skills
+ Accountable and willing to take initiative
**Preferred Qualifications:**
+ Knowledge of US GAAP
+ Experience with Oracle Finance applications
**Working Conditions:**
+ Working conditions are normal for an office environment.
+ 15% travel to store locations
**Our Culture**
Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities.
This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices.
By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy.
GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization.
GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
_If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail_ _to *******************************_
$46k-74k yearly est. 20d ago
Representative 3
Western Digital 4.4
Finance representative job in San Juan, PR
** At Western Digital, our vision is to power global innovation and push the boundaries of technology to make what you thought was once impossible, possible. At our core, Western Digital is a company of problem solvers. People achieve extraordinary things given the right technology. For decades, we've been doing just that-our technology helped people put a man on the moon and capture the first-ever picture of a black hole.
We offer an expansive portfolio of technologies, HDDs, and platforms for business, creative professionals, and consumers alike under our Western Digital , WD and WD_BLACK Professional brands.
We are a key partner to some of the largest and highest-growth organizations in the world. From enabling systems to make cities safer and more connected, to powering the data centers behind many of the world's biggest companies and hyperscale cloud providers, to meeting the massive and ever-growing data storage needs of the AI era, Western Digital is fueling a brighter, smarter future.
Today's exceptional challenges require your unique skills. Together, we can build the future of data storage.
**Job Description**
ESSENTIAL DUTIES AND RESPONSIBILITIES
+ Work cross-functionally between Technical Support, Supply Chain, Pricing, Legal, and Product Marketing organizations within company to meet customers' needs
+ Manage the relationship with the account - including contract manufacturers, distributors, and end customer
+ Drive customer revenue and shipments to the goals of the account and company
+ Manage the internal and external communication regarding the account, making sure there is alignment and consistency within WD and externally to the customer Is available, responsive, and timely to customer inquiries, requests for information and/or quotations, problem resolution, etc - even if after normal business hours.
+ Coordinate customer pricing and rebate communication, and ensure correct rebates are paid on time to the customers
+ Manage the product lifecycle by account: product list, product roadmap, product launch, qualification, End of Life Schedule and host various technology and business meetings on weekly & quarterly basis
+ Manage meeting preparation, including creating pre-meeting document and scheduling pre-meeting for internal review and alignment prior to facing the customer
+ Manage meeting logistics including travel for customer engagements Map customer relationships and identify areas for improvement Manage historical and current revenue, PB, and unit shipment data for the account
**Qualifications**
REQUIRED
+ Bachelor's degree in a related field
+ 5-7 years of account management experience or equivalent experience.
+ Understand market conditions and how they affect WD and the customer
+ Understand the customer legal contracts and terms in place
+ Understand the supply chain process from WD to the end customer, identify areas of concern as they arise, and escalate when necessary
SKILLS
+ Exceptional customer service and communication skills, with the ability to explain complex technical concepts to all levels of users.
+ Strong problem-solving and analytical skills.
+ Proven troubleshooting skills in customer-facing environments.
+ Strong desire and ability to learn new products and technologies.
**Additional Information**
Western Digital is committed to providing equal opportunities to all applicants and employees and will not discriminate against any applicant or employee based on their race, color, ancestry, religion (including religious dress and grooming standards), sex (including pregnancy, childbirth or related medical conditions, breastfeeding or related medical conditions), gender (including a person's gender identity, gender expression, and gender-related appearance and behavior, whether or not stereotypically associated with the person's assigned sex at birth), age, national origin, sexual orientation, medical condition, marital status (including domestic partnership status), physical disability, mental disability, medical condition, genetic information, protected medical and family care leave, Civil Air Patrol status, military and veteran status, or other legally protected characteristics. We also prohibit harassment of any individual on any of the characteristics listed above. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the "Know Your Rights: Workplace Discrimination is Illegal (************************************************************************************** " poster. Our pay transparency policy is available here (*********************************************************************************************** .
Western Digital thrives on the power and potential of diversity. As a global company, we believe the most effective way to embrace the diversity of our customers and communities is to mirror it from within. We believe the fusion of various perspectives results in the best outcomes for our employees, our company, our customers, and the world around us. We are committed to an inclusive environment where every individual can thrive through a sense of belonging, respect and contribution.
Western Digital is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Please contact us at jobs.accommodations@wdc.com to advise us of your accommodation request. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.
Based on our experience, we anticipate that the application deadline will be 1/16/2025 (3 months from posting), although we reserve the right to close the application process sooner if we hire an applicant for this position before the application deadline. If we are not able to hire someone from this role before the application deadline, we will update this posting with a new anticipated application deadline.
\#LI-VV1
**Compensation & Benefits Details**
+ An employee's pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs.
+ The salary range is what we believe to be the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York. This range may be modified in the future.
+ If your position is non-exempt, you are eligible for overtime pay pursuant to company policy and applicable laws. You may also be eligible for shift differential pay, depending on the shift to which you are assigned.
+ You will be eligible to be considered for bonuses under **either** Western Digital's Short Term Incentive Plan ("STI Plan") or the Sales Incentive Plan ("SIP") which provides incentive awards based on Company and individual performance, depending on your role and your performance. You may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to Western Digital's Standard Terms and Conditions for Restricted Stock Unit Awards.
+ We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program; employee stock purchase plan; and the Western Digital Savings 401(k) Plan.
+ **Note:** No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
**Notice To Candidates:** Please be aware that Western Digital and its subsidiaries will never request payment as a condition for applying for a position or receiving an offer of employment. Should you encounter any such requests, please report it immediately to Western Digital Ethics Helpline (******************************************************************** or email ****************** .
$24k-42k yearly est. 30d ago
Financial Advisor II
Baylor Scott & White Health 4.5
Finance representative job in San Juan, PR
The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience.
**ESSENTIAL FUNCTIONS OF THE ROLE**
Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH.
Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B
Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen.
Conducts finance training for BSWH personnel as directed.
Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis.
Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
**KEY SUCCESS FACTORS**
Healthcare finance experience (Particularly Hospital/Clinic Experience)
Experience in financial planning and Budgeting
Self-starter and able to work independently with minimal supervision
Strong analytical abilities and presentation skills
Intermediate to advanced excel skills
Experience with enterprise financial systems (Syntellis Axiom experience preferred)
Experience with data visualization software (Power BI experience preferred)
**BENEFITS** - Our competitive benefits package includes the following
Immediate eligibility for health and welfare benefits
401(k) savings plan with dollar-for-dollar match up to 5%
Tuition Reimbursement
PTO accrual beginning Day 1
_Note: Benefits may vary based upon position type and/or level_
**QUALIFICATIONS**
+ EDUCATION - Bachelors Degree
+ EXPERIENCE - 3 Years of Experience
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$77.7k-120.4k yearly 60d+ ago
Intern, Finance
Stryker 4.7
Finance representative job in Arroyo, PR
**Who we want:** + **Analytical thinkers.** Individuals who enjoy working with numbers, identifying trends, and transforming data into meaningful insights that support business decisions. + **Detail-driven performers.** People who ensure accuracy in financial reports, reconcile data thoroughly, and maintain high standards of quality in all deliverables.
+ **Curious learners.** Individuals eager to deepen their understanding of financial processes, budgeting, forecasting, cost analysis, and corporate accounting.
+ **Collaborative partners.** People who actively engage with cross-functional teams in Operations, HR, Engineering, Procurement, and Leadership to support financial transparency and discipline.
+ **Proactive problem-solvers.** Individuals who take initiative, propose improvements, and work independently to complete tasks with minimal supervision.
+ **Ethical stewards.** People who value integrity, confidentiality, and compliance in all financial activities.
**What you will do:**
As a Finance Intern at Stryker, you will play a key role in supporting the financial health and operational success of the site. You will gain hands-on experience in corporate finance, cost accounting, and data analysis while contributing to initiatives that enhance visibility, accuracy, and efficiency across the organization.
You will:
+ **Support monthly, quarterly, and annual financial closing processes** , including journal entries, reconciliations, and variance analysis.
+ **Assist with budgeting and forecasting** , providing data inputs, reviewing assumptions, and helping prepare financial reports for site leadership.
+ **Analyze cost drivers and operational performance** , identifying trends, risks, and opportunities to improve financial outcomes.
+ **Prepare dashboards, reports, and presentations** that communicate financial insights clearly and effectively.
+ **Collaborate with cross-functional partners** to ensure accurate financial data related to operations, inventory, procurement, and headcount.
+ **Participate in audits and compliance reviews** , supporting documentation, internal controls, and process validations.
+ **Contribute to continuous improvement projects** to streamline financial processes, enhance automation, and strengthen reporting accuracy.
+ **Support ad hoc financial analyses** , special projects, and initiatives led by Finance and Site Leadership.
**What you need:**
+ **Third year B.B.A. in Accounting, Finance, Business Administration, or related field completed.**
+ Strong analytical, mathematical, and problem-solving skills.
+ Advanced PC skills, especially in **Excel** (pivot tables, formulas, data analysis) and proficiency in PowerPoint and Word.
+ Effective communication and interpersonal skills.
+ Ability to handle confidential information with professionalism and discretion.
+ Bilingual fluency in **English and Spanish** .
+ Interest in corporate finance, cost analysis, budgeting, and business strategy.
+ Strong attention to detail, accountability, and initiative.
Pay rate will not be below any applicable local minimum wage rates.
Stryker is a global leader in medical technologies and, together with its customers, is driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer - M/F/Veteran/Disability.
The internship program provides an introduction to audit. As an intern in Deloitte's Audit & Assurance practice, you'll experience the auditing profession from a real-world perspective. You'll get in-depth exposure to the auditing profession and learn more about the day-to-day responsibilities of an auditor. You'll receive guidance and work closely with experienced audit professionals, as well as have the opportunity to participate in networking activities. You'll have exposure to issues shaping and affecting the profession today as well as topics related to your own career development. Your coach will serve as a vital source of information and advice, offering timely, constructive feedback on your performance.
Recruiting for this role ends on February 22, 2026.
Work You'll Do
During your internship, you'll sharpen your analytical skills as you audit client financials, transactions and internal control processes . You'll work with audit team members and learn how to apply concepts of risk assessment and how to design and perform audit procedures responsive to those risks. You will execute these audit procedures using our cutting-edge audit tools and technologies that use artificial intelligence, advanced analytics, data visualizations and process flow automation to perform data interrogation and analysis of client data.
The successful intern will have:
+ Demonstrated effective verbal and written communication skills
+ Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
+ Proven experience working independently and managing multiple assignments in a dynamic environment
Regardless of project type, your work will require:
+ Proficiency in verbal and written communication skills essential to interacting with clients and teams
+ Ability to work independently and manage multiple projects/assignments/ responsibilities in a fast-paced environment
+ Problem solving and critical thinking skills in support of both innovative and operational enhancement opportunities
+ Ability to collaborate and communicate across Deloitte team members and client stakeholders
+ Ability to identify, learn, understand, and implement new concepts, frameworks and emerging technologies
+ Ability to manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experience
+ A strong understanding of Windows Based systems and proficiency with Microsoft Excel, Word, and PowerPoint
The Team
Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape. Learn more about Deloitte Audit & Assurance.
Qualifications
Required:
+ Pursuing a Bachelor of Science/Business Administration in Accounting or related field
+ Definitive plans to meet minimum educational requirements for CPA licensure (which may differ from the educational requirements to sit for the CPA exam) in the state of your assigned office location prior to beginning full-time employment
+ Limited immigration sponsorship may be available
+ Strong academic record, cumulative GPA of 3.0 or above
+ You should reside within a commutable distance of your assigned office with the ability to commute daily, if required
+ You can expect to co-locate on average 3 times a week with variations based on types of work/projects and client locations
+ Ability to travel up to 50%, on average, based on the type of work you perform and the clients served
+ Candidates must be at least 18 years of age at the time of employment
Preferred:
+ Pursuing a Master of Science in Accounting or related field
+ Cumulative GPA of 3.2 of above
+ Relevant work experience or work experience in a professional environment (e.g. internships, summer positions, school jobs)
+ Demonstrated recent leadership role(s), such as in a campus club, society, sports teams or other activity
Information for applicants with a need for accommodation:
************************************************************************************************************
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $25.64/hour to $51.44/hour.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
$25.6-51.4 hourly 60d+ ago
Parts Representative
Ricardo Caballero Auto 4.4
Finance representative job in Coamo, PR
The person in this position acts as the main contact between the parts department of Ricardo Caballero Grupo Automatize and the different suppliers, and supplies the parts needs to the service department, as well as with retail and wholesale customers in the sale of parts and accessories for cars under the MITSUBISHI brand. He carries out all part transactions such as sale, shipping, receipt, return, among others.
Responsibilities:
Executes work assigned by the Parts & Service Manager.
Inspects daily inventory and ensures that there is always an inventory of all parts to meet customer and service department needs.
Keeps a record of the part or accessory orders placed and identifies in the system who owns each one and coordinates the delivery with the client or the appointment with the advisor.
Keep the areas assigned to store parts clean, orderly and in good condition. Create new areas as needed and not have pieces on the floor that obstruct the passage.
In charge of performing “Scrapping” and complying with the standard.
Is responsible for keeping parts in the assigned area properly organized.
Dispatch parts to the customer through the counter and to the workshop through the workshop window.
Promote the installation of parts sold over the counter and refer it to the Service Advisor.
Responsible for ordering parts complying with the standards of each brand.
Estimates parts over the counter and for repairs in the workshop, whether warranty or paying customer, and will follow up on them.
Ensure that you receive all the parts that are ordered and that they are in perfect condition.
Responsible for communicating with the supplier when parts do not meet standards, or the ordered quantity is not received.
Maintains contact with suppliers for order status or part returns.
Document all delivery of special tools to technicians.
Know the MITSUBISHI brand parts policies and procedures manual to comply with the brand's standards, including obsolescence.
Make efforts to get new clients, whether regular or wholesale.
Work as a team providing support to colleagues.
Participate in seminars and training courses, whether online or in person, and do your best to acquire new skills.
Follows up with advisors on uninstalled parts in inventory.
Carry out other activities if requested by your supervisor.
Know Service Advisor processes and guarantees to cover if necessary.
Requirements:
High School Diploma
Valid Driver's License required.
Basic knowledge of the use of dangerous objects and the risks.
Basic knowledge of vehicle diagnosis.
Knowledge of physical inventory, obsolescence, parts movements.
Basic knowledge of safety in the work area.
Basic reading and writing skills to understand repair orders and document work performed or needed.
Knowledge of MITSUBISHI brand vehicles preferably and everything related to the development of the parts department.
Ability to lift boxes of merchandise.
Knowledge of information systems.
Good verbal and written communication
Kind of position:
Full time, Indefinite contract
Benefits:
Professional development training.
Private medical insurance
Uniform provided
Christmas Bonus
Schedule:
From Monday to Saturday
One day off during the week and on Sundays
Job Location:
Face-to-face employment
*Equal Employment Opportunities
$16k-23k yearly est. Auto-Apply 16d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance representative job in San Juan, PR
**_What Financial Planning & Analysis 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.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**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:** 1/21/2026 *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.
_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 (***************************************************************************************************************************
$80.9k-115.5k yearly 27d ago
Financial Representative Trainee - Guaynabo, Puerto Rico
Careers Mutual of Omaha
Finance representative job in Puerto Rico
As a FinancialRepresentative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
WHAT WE CAN OFFER YOU:
Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
Promotion to a FinancialRepresentative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll demonstrate appropriate skills and pass a sales process competency test.
You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Ability to successfully achieve criteria of Trainee Program.
Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires FinancialRepresentatives to obtain securities licensing within 24 months of entry into the program,
Highly self-motivated and results-oriented with ability to work independently and as part of a team.
Access to reliable transportation in order to attend appointments and meetings.
Ability to travel up to 50% of the work period and maintain a valid driver's license.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
$36k yearly 60d+ ago
Entry Level - Financial Advisor - PR, San Juan (3869)
AXA Equitable Holdings, Inc.
Finance representative job in Ponce, PR
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
* Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
* Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
* Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
* Location: In-office presence required
* Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
* Education: Bachelor's degree or equivalent skills and work experience
* Licensing: State Life & Health, SIE, Series 7, Series 66
* Personal Attributes: values-driven with a track record of success and accomplishment
* Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
* Mindset: entrepreneurial spirit with a desire to positively impact others' lives
* Collaboration: ability to work with and learn from top performers
* Work Authorization: must be authorized to work in the United States
Training & Development
* FINRA Sponsorship: provided for required FINRA licensing
* Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
* Virtual University: access to Equitable Advisors' Virtual University for continuous learning
* Mentorship: opportunities for joint work and mentorship
* Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
* Leadership Development: access to Leadership Development School for those with management ambition
* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
* Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
* Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
* Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
* Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations
Location\: In-office presence required
Work-Life Balance\: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education\: Bachelor's degree or equivalent skills and work experience
Licensing\: State Life & Health, SIE, Series 7, Series 66
Personal Attributes\: values-driven with a track record of success and accomplishment
Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence
Mindset\: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration\: ability to work with and learn from top performers
Work Authorization\: must be authorized to work in the United States
Training & Development
FINRA Sponsorship\: provided for required FINRA licensing
Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training
Virtual University\: access to Equitable Advisors' Virtual University for continuous learning
Mentorship\: opportunities for joint work and mentorship
Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development\: access to Leadership Development School for those with management ambition
Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$55k-96k yearly est. Auto-Apply 60d+ ago
Senior Financial Advisor
People Talent Acquisition
Finance representative job in Puerto Rico
Our client is one of the leading Financial Analysis and Insurance firms in Puerto Rico. They are currently seeking a highly experienced and strategically minded Senior Financial Advisor to join their team of professionals.
We are looking for a highly qualified Senior Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives. This role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client's best interests. The candidate will serve as the local face of the firm, promoting a culture based on trust, regulatory compliance, and service excellence.
Key Responsibilities:
Advise clients on investment products and strategies, including stocks, bonds, mutual funds, ETFs, and other financial instruments.
Analyze clients' financial profiles, needs, and goals to develop personalized investment plans.
Stay up to date with market trends, regulatory changes, and new investment opportunities.
Ensure compliance with applicable regulatory standards (SEC, FINRA, fiduciary laws) and internal policies.
Manage long-term client relationships, fostering trust and loyalty.
Collaborate with internal teams (advisors, trust officers, compliance, etc.) to deliver integrated financial solutions.
Prepare and present regular reports on portfolio performance and strategic recommendations.
Actively participate in business development activities, identifying growth opportunities and acquiring new clients (individuals, families, trusts, institutions).
Promote and ensure the delivery of personalized, high-quality wealth management services aligned with clients' best interests.
Communicate effectively with internal stakeholders to ensure consistent execution of strategy and operational excellence.
Education:
Bachelor's degree in Finance, Economics, Business Administration, or a related field.Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus.
Active Series 7 and Series 66 licenses (required).
Minimum of 6 years of proven experience in investment advising, wealth management, or similar roles within the financial sector.
Previous experience working with high-net-worth clients is highly desirable.
Strong knowledge of financial markets, investment products, and regulatory environments.
Excellent verbal and written communication skills in both English and Spanish.
Strong client orientation, strategic thinking, and results-driven mindset.
Proficiency in financial technology tools and investment/wealth management platforms.
Ability to work independently and collaboratively within a multidisciplinary team.
$55k-96k yearly est. Auto-Apply 60d+ ago
University Representative
Kevane Grant Thornton LLP
Finance representative job in San Juan, PR
You can become a Kevane Grant Thornton University Representative. We are accepting resumes for our talent database.
The University Representatives:
Represent the firm in the campuses.
Deliver the firm's key messages to the universities and identify talented candidates.
Maintain a close relationship with the professors and student's organizations to promote the firm.
Principal Function:
The University Representative is responsible for assisting the Human Resources Department in increasing and improving the exposition of the Firm in their respective universities and throughout accounting students. The incumbent must demonstrate skills such as: leadership, ethical conduct, self-confidence, excellent interpersonal communication, and familiarization with the Firm environment.
Educational Background:
The incumbent must comply with the following requirements:
Enrolled in a bachelor's degree program in accounting of any university and coursing his/her second year, preferably.
Having a 3.30 GPA or more on a scale of 4.00. This average should be maintained during the years of studies.
Active member of the Accounting Students Association.
Fluent in English and Spanish, written and oral.
Kevane Grant Thornton is proud to be an Equal Employment Opportunity and Affirmative Action employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, religion, sexual orientation, gender identity, gender expression, national origin, age, disability status, genetic information, military or veteran status or any other applicable legally protected considerations made unlawful by federal, state, or local laws.
$18k-28k yearly est. Auto-Apply 60d+ ago
Junior Algorithmic Trader
Grupo Oricteropo Tropical
Finance representative job in Aguadilla, PR
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management (“headquarters” for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Algorithmic Traders use their expert understanding of the financial markets and market microstructure to develop relative value arbitrage trading software and build and improve trading strategies. As a Junior Algorithmic Trader, you will have the opportunity to experience relative value arbitrage trading paired with innovative software. You will partner with Senior Traders to assist and learn all facets of automated trading. From researching and analyzing high-frequency tick data and trading performance, to building mathematical models and performing time series analysis, you will experience a deep dive into real-time trading and gain exposure to build your expertise. The ideal candidate is intellectually curious, technically analytical, and has the desire to learn and apply programming skills in a fast-paced environment (Python, C++).
Responsibilities
Work with Senior Algorithmic Traders to assist and learn all facets of automated trading
Develop expertise in market microstructure, tick data, and automated trading systems
Learn and master object-oriented programming languages (C++ and Python)
Build and maintain trading quantitative model tools and analytics
Develop, code, maintain and support production quality automated trading software and strategies
Improve strategies and trade execution by performing post trade analyses and developing prediction models
Requirements
Pursuing a Bachelor's, Master's, or Doctorate in a technical field, such as but not limited to STEM or Finance, with a graduation date between December 2025 and Spring 2026, or 1-2 years of pertinent industry experience
Required courses: Data structures, Probability, Statistic,s and Linear Algebra
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency and experience in object-oriented programming languages, C++, Python, and/or Java preferred
Proficiency and experience in Linux scripting are a plus
Demonstrated passion for markets, finance, and trading, such as, but not limited t,o personal trading, participation in trading competitions, attendance at firm discovery days, industry-related student groups or clubs, and/or prior internship experience preferred
Project or internship experience in data analysis, quantitative modeling, and/or machine learning
Passion for math and software applied to markets and trading
Strong understanding of computing, math, probability, statistics, and finance
Strong work ethic and willingness to do what it takes to get the job done
Excellent verbal and written communication skills
Ability to work within a team in a fast-paced environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to prepare for the interview process
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$63k-103k yearly est. Auto-Apply 60d+ ago
Relationship Banker- San Juan Corners Financial Center- Spanish Language Required
Bank of America 4.7
Finance representative job in San Juan, PR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$43k-51k yearly est. Auto-Apply 60d+ ago
Core Sales Representative
Unum Group 4.4
Finance representative job in San Juan, PR
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Unum Sales Representative is responsible for contributing to sales goals, through building relationships with other insurance professionals - brokers, financial planners, agents, stockbrokers, consultants, enrollment firms and other Unum sales professionals. The Sales Representative is the marketing and technical expert who represents Unum, educating and motivating other professionals to sell our products to their clients with particular focus on selling the full portfolio of integrated products. The Sales Representative is responsible for achieving profitable revenue growth through ethical operations and balance of Unum's risk objectives with integrated sales goals attainment.
This role is remote eligible, with preference for candidates based in or willing to relocate to Birmingham, AL.
Existing remote employees and field-based employees are eligible to apply.
**Principal Duties and Responsibilities**
+ Build, maintain and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service.
+ Achieve office and personal sales goals through consultation, negotiations and positioning of Unum offerings within profit and product design guidelines.
+ Identify and procure new customer sales opportunities in partnership with brokers in territory
+ Execute on the annual renewal strategy in support of office renewal goals.
+ Manage the inforce block of business to build new/integrated sales opportunities with existing clients
+ Manage a high volume quote/sales activity territory with primary focus on small to mid-sized employers
+ Represent both Group, Dental/Vision and Voluntary products in the local market
+ Operating within reliable business acquisition and retention processes, effectively utilize technology, financial analysis practices, marketing tools, and the support infrastructure, including full knowledge of the enrollment process to generate successful product and service solutions for our customers.
+ Effectively understand and collaborate with all Field and Home Office resources in the acquisition and retention of business.
+ Build strong field sales/service team partnership. Energize the sales, enrollment and service support team by clarifying the broader purpose and mission of their work. Encourage high standards of performance.
+ Develop solution selling skills by understanding employee benefit challenges and issues facing employers and provide solutions to these challenges.
**Job Specifications**
+ Bachelors degree required
+ Licensed to solicit insurance in the states within assigned territory (use Field Comp Policy & Practice document for specific details on licensing requirements)
+ Able to articulate Unum's value proposition as it relates to employee benefits, exhibits a thorough, deep understanding of Unum's products and services
+ Ability to demonstrate a leadership presence with internal and external partners with strong ability to create relationships and be a team player
+ Superior interpersonal, communication and presentation skills
+ Ability to quickly analyze, adapt, incorporate and apply new information and concepts
+ Strength in applying accurate logic and common sense in making decisions
+ Ability to excel in a highly charged, fast paced environment, handling multiple, often competing priorities
+ Excellent time management, organization and project management abilities
+ Ability to aggregate a variety of statistical data and draw accurate conclusions
+ Demonstrate a willingness to experiment with new ideas, within acceptable boundaries
+ Full understanding of underwriting and risk concepts.
+ Demonstrate a "can-do" spirit, a sense of optimism, ownership and commitment
+ Ability to travel
\#LI-FF1
-IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Annual Draw $65,000 - $90,000
This role pays an annual draw in the range above that pays out on a bi-weekly basis. The role is 100% incentive based, so this draw must be validated with actual sales production. Any compensation earned over and above the draw amount will be paid out in bonus 7 times a year.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
$65k-90k yearly 9d ago
Premier Relationship Banker, Seremban Branch
HSBC 4.9
Finance representative job in Puerto Rico
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the
possibilities. Whether you want a career that could take you to the top, or simply take you in an
exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth
Management; and Global Private Banking, to become one of the world's largest global wealth
managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in
any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our
dedicated colleagues serve millions of customers worldwide across the entire spectrum of private
wealth, ranging from personal banking for individuals and families, through to business owners,
investors and ultra-high-net-worth individuals. We provide products and services such as bank
accounts, credit cards, personal loans and mortgages, as well as asset management, insurance,
wealth management and private banking, that best suit our customers' needs.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in
the role of Premier Relationship Banker working together with colleagues to define, manage and
achieve divisional business targets.
Principal Responsibilities:
• Manage, acquire, grow and deepen Premier customers' relationships through effective
relationship management.
• Drive revenue and AUM growth expectations through holistic financial planning
• Ensure a high level of sales and services of HSBC retail products based on needs based selling
• Refer mortgage business to Mortgage Arranger (MA)
• Ensure best practice on wealth sales is being referred to peers and others
• Ensure compliance with products and sales policies, procedures and guidelines set by the
Bank and the relevant authorities are adhered and complied to at all times
Qualifications - External
• Candidate with experience in relationship Management of High Net Worth clients are
preferred.
• A recognized tertiary Diploma / Degree qualification;
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI,
FIMM, IPPC is required
• Evidence of strong sales track record insurance and investment products
• Sales oriented, driven to produce results.
• Highly skilled in influencing, networking and portfolio management skills
• Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in
Mandarin / Cantonese would be an added advantage
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation
needed will be prioritized.
To understand why our Wealth colleagues like working at HSBC, please visit
***************************
HSBC is committed to building a culture where all employees are valued, respected and opinions
count. We take pride in providing a workplace that fosters continuous professional development,
flexible working and opportunities to grow within an inclusive and diverse environment. Personal
data held by the Bank relating to employment applications will be used in accordance with our
Privacy Statement, which is available on our website.
Issued by HSBC Bank Malaysia Berhad
$50k-59k yearly est. 20d ago
Fraud Monitoring Representative
Popular Inc. 4.5
Finance representative job in San Juan, PR
Company: Popular Workplace Type: On-site Fraud Monitoring Representative Job Type * Full Time Non-Exempt * This job requires approximately 4 weeks consecutive weeks of training in San Juan.
Work Schedule
Available Shifts:
* Sunday through Thursday from 12:00 p.m. to 9:00 p.m.
* Monday through Friday from 12:00 p.m. to 9:00 p.m.
Training Requirement:
Candidates must be available to attend onsite training in San Juan, Monday through Friday from 9:00 a.m. to 6:00 p.m., for four consecutive weeks.
General Description
Interact with customers to resolve inquiries regarding a fraud-or security-related concern, such as verifying flagged transactions, caller authentication, reporting an account as fraud, etc. Research and resolve their service-related problems in an accurate and prompt manner. Manage incoming calls and referrals from other departments, also generating outbound calls to validate customer transactions when necessary.
Essential Duties and Responsibilities
* Provide exceptional customer service by responding to all customer service requests, customer calls, customer emails and written correspondences.
* Build rapport with each customer. Actively listen to customers' requests and inquires. Identify and assess customers' needs to achieve satisfaction.
* Executes routine inbound and outbound call center activities concerning the bank products and services, using alternatives as per quick references, scripts, and established guidelines and under supervision, to meet business expectations.
* Handle inbound customer calls; complete necessary fraud verification, includes caller authentication, transaction verification, etc., utilizing excellent customer service skills.
* Leverage systems to support the identification and initiation of fraud investigations, and ensure relevant information is appropriately collected, analyzed, and documented.
* Escalates issues to senior levels as needed, based on reports on complaints or concerns, explaining company policies to customers.
* Analyze fraud alerts and manage appropriately.
Education
24 Bachelor's degree approved credits or equivalent combination of education and experience.
Experience
Two (2) years of experience in a customer service environment, preferably call centers.
Other Qualifications
* Must have an excellent disposition and outstanding customer service skills, including telephone skills and etiquette, be customer service oriented.
* Detail-oriented with analytical skills.
* Excellent oral and written communication skills in English and Spanish.
* Ability to establish priorities and to work with multiple tasks simultaneously.
* Ability to work under pressure and with a sense of urgency, to work with a team and collaborate with others to accomplish common goals.
* Excellent interpersonal and communication skills towards customers and coworkers.
* Computer skills including knowledge of Windows Microsoft Office applications (Word, Excel, Power Point, etc.).
* Some positions may require working sitting down or standing up and using telephone equipment.
Values
1. Passion for People
3. Succeed Together
2. Own Every Moment
4. Build the Future
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
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, including Disability/Vets
Learn more about us at *************** and keep updated with our latest job postings at *********************
Connect with us!
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If you are a California resident, please click here to learn more about your privacy rights.
$17k-22k yearly est. 9d ago
Oracle Finance Specialist
Gd9 Rh
Finance representative job in Puerto Rico
activities As a Senior profile, he/she will provide functional support, enhancements, and troubleshooting for different modules of Oracle E-Business Suite, and other tools used by tax team, ensuring smooth daily operations and user satisfaction. Act as subject matter expert for Oracle Finance modules (AP, AR, GL, FA, Cash Management, eTax) with a strong focus on the Brazilian Localization Package. Collaborate with Finance and Tax teams to ensure accurate accounting and statutory compliance, supporting Brazilian requirements (SPED Fiscal, SPED Contábil, NF-e, EFD Contribuicões) and managing tax determination and calculation (ICMS, IPI, PIS/COFINS, ISS), while contributing to smooth month-end and year-end closing. Partner with IT and technical teams to configure, optimize, and maintain Oracle Finance applications. Lead or support projects related to regulatory changes in Brazilian tax and accounting legislation, updating system configurations and business processes accordingly. Contribute to rollouts, upgrades, UAT, and integration projects across LATAM. Deliver training, documentation, and guidance to finance and business users to build knowledge and improve system adoption.
requirements
Advanced or fluent English Knowledge of Oracle financial models Bachelor's degree in finance, Accounting, Information Systems, or a related field. Strong functional knowledge of Oracle Financials (EBS R12), processes and modules: General Ledger, Accounts Payable, Accounts Receivable, and Tax Accounting. Experience in Oracle Finance, with exposure to the Brazil Localization Package (LAD / LACLS). In-depth understanding of Brazilian tax regulations (ICMS, IPI, ISS, PIS/COFINS) and statutory reporting (SPED, NF-e). Experience in requirements gathering, writing functional specifications, and acting as a bridge between finance users and technical teams. Excellent problem-solving skills and ability to provide timely production support. Strong communication skills in Portuguese and English (B2-C1 level); Spanish or French is a plus. Experience with Oracle ERP Cloud Finance implementations in Brazil. Familiarity with SOX compliance, internal controls, and audit processes.
benefits
Vale Transporte Vale Refeicão R$30,00 por dia Vale Alimentacão R$200,00 Assistência Médica Assistência Odontológica
$44k-68k yearly est. 25d ago
Business/Finance - Summer 2026 Intern - Puerto Rico
Honeywell 4.5
Finance representative job in Puerto Rico
**Join a team recognized for leadership, innovation, and diversity** **The future is what you make it.** When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers, and doers who make the things that make the future. That means changing the way we fly, fueling jets in an eco-friendly way, keeping buildings smart and safe and even making it possible to breathe on Mars.
Working at Honeywell isn't just about developing cool things. That's why our employees enjoy access to dynamic career opportunities across different fields and industries.
**Are you ready to help us make the future?**
**ABOUT THE ROLE:**
Are you a top Finance or Accounting student who would enjoy a stimulating internship, with a competitive company? Are you interested in exposure to multiple industries and finance jobs? This is the job for you! Join top university students at Honeywell!
We offer exciting, high impact internships. Our interns consistently tell us that their internship exceeded their expectations as they learned and contributed to a high degree and it made them feel like an expert as part of the team. You will participate in our world class Internship Program where you'll work on important projects and experience corporate finance at Honeywell.
In addition to hands on learning, you'll be invited to our intern event series (to learn about Honeywell, Finance / Accounting and business), social activities, and present what you accomplished during your internship to senior finance leadership.
**Locations Available:** Puerto Rico
**MINIMUM QUALIFICATIONS:**
+ Currently pursuing a bachelor's degree (or higher) from an accredited college or university in Accounting or Finance (not MBA).
+ Must graduate December 2026 or later
+ Must have obtained degree within 12 months of the date of hire
+ Must reside in Puerto Rico
+ Minimum 3.0 GPA. 3.5 GPA, preferred
+ Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. citizen, U.S. permanent resident, or have asylum or refugee status in the U.S.
Honeywell is currently unable to consider applicants who would require current or future sponsorship for employment authorization for this position. Candidates must be authorized to legally work in the United States without current or future sponsorship requirements.
**WE VALUE:**
+ Management role in campus and/or volunteer activities.
+ Good communication/presence.
+ Takes initiative.
+ Has interest/ability to work in a dynamic, stimulating work environment.
+ Good time management / organization / ability to multi-task.
+ Strong PC skills in Excel & PowerPoint. Tableau & SAP skills, preferred.
+ Data analytics certificate/classes preferred.
Interning at Honeywell provides hands-on experience with cutting-edge technologies, professional development, and mentorship within a global organization. Interns will receive relocation benefits and short-term housing if they are 50 miles or more from their assigned work location (excluding Canada).
The application period for the intern position is estimated to be through the end of March 2026; however, this may be shortened or extended depending on business needs and the availability of qualified candidates.
\#HoneywellURNAM
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
How much does a finance representative earn in Carolina, PR?
The average finance representative in Carolina, PR earns between $27,000 and $102,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Carolina, PR
$53,000
What are the biggest employers of Finance Representatives in Carolina, PR?
The biggest employers of Finance Representatives in Carolina, PR are: