Financial Analyst Leader

hace 1 mes


San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completo
Job Title: Financial Analyst LeaderLocation:

San Juan, PR or Remote

About the Role

We are seeking a highly skilled Financial Analyst to join our team in San Juan, PR or remotely. The ideal candidate will have a strong background in investments, finance, and accounting.

Key Responsibilities
  • Prepare investment reports for journal entries, ensuring accuracy and timeliness.
  • Verify and reconcile investment data with broker reports, identifying discrepancies.
  • Record transactions for assigned investment accounts, maintaining accurate records.
  • Create reports on investment levels and designations, highlighting areas requiring manual entries.
  • Collaborate with the Investment Department to confirm designations and maintain documentation.
  • Prepare reports for consultants on Current Expected Credit Losses (CECL), analyzing data and trends.
  • Analyze variations in investment accounts, documenting changes and recommending adjustments.
  • Calculate interest and commissions related to investments, providing insights to accounting teams.
  • Manage intercompany transactions, ensuring compliance with regulations and maintaining accurate records.
  • Support the preparation of annual reports and quarterly filings, focusing on investment information and notes.
  • Assist in gathering investment data for other reports, ensuring accuracy and completeness.
  • Collaborate with Senior Financial Analysts during audits, providing expertise and support.
Requirements
  • Bachelor's degree in Business Administration or Finance, with at least 3 years of experience in investments, finance, or a related field.
  • Proficiency in Microsoft tools, including Word, Excel, and PowerPoint.
  • Excellent communication and presentation skills, with ability to present to groups in English and Spanish.
  • Strong analytical skills, with ability to assess situations and make informed decisions.
  • Ability to manage high workloads and meet deadlines, prioritizing tasks effectively.
Compensation

The estimated salary range for this position is $65,000 - $85,000 per year, depending on experience and qualifications.

Benefits

This role offers a competitive benefits package, including health insurance, retirement plan, and paid time off.


  • Financial Analyst

    hace 2 meses


    San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completo

    Financial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Firma de Reclutamiento en PR. As a Financial Analyst, you will play a key role in the preparation of subsidiary reports and the financial closing of investments.Key Responsibilities:Prepare investment reports for the creation of monthly journal...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    **About Busy Season Staffing Solutions**We are a leading provider of temporary accounting staff, dedicated to delivering exceptional professionals who meet the highest standards. Job Title: Financial Analyst ProfessionalSalary: $65,000 - $90,000 per year, depending on experience and qualifications. About the RoleWe are seeking a highly skilled Financial...


  • San Juan, San Juan, Puerto Rico El Comeback A tiempo completo

    Private Capital Advisor Firm Seeking Quantitative Financial AnalystAt El Comeback, a non-profit program that attracts and retains professional talent for Puerto Rico-based jobs, we are hiring a skilled Quantitative Financial Analyst to join our team. Our client, a Private Capital Advisor Firm with a distribution network in North America, Latin America,...

  • Senior Financial Analyst

    hace 4 semanas


    San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    At Busy Season Staffing Solutions, we are seeking a highly skilled Senior Financial Analyst to join our team.About the RoleThis is a challenging and rewarding opportunity for an experienced financial professional to take their skills to the next level. As a Senior Financial Analyst, you will be responsible for providing comprehensive financial analysis to...


  • San Juan, San Juan, Puerto Rico Popular Bank A tiempo completo

    Job OverviewWe are seeking a Compliance Financial Analyst to join our team at Popular Bank. This role will be responsible for monitoring and analyzing customer transactions to ensure compliance with relevant regulations.About the RoleThe Compliance Financial Analyst will perform ongoing monitoring analysis of transactions to assure compliance with Bank...

  • Financial Analyst

    hace 3 semanas


    San Juan, San Juan, Puerto Rico Popular A tiempo completo

    Job OverviewWe are seeking an experienced Financial Analyst to join our team at Popular. This is a full-time opportunity that requires strong analytical and problem-solving skills.Key ResponsibilitiesProminent Tasks:Analyze financial information and prepare detailed reports for management review.Collaborate with the accounting team to ensure accurate and...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Job SummaryWe are seeking a highly skilled financial analyst to join our team at Busy Season Staffing Solutions. The ideal candidate will have a strong background in accounting and experience with financial statement processing, Excel analysis, and budget preparation.


  • San Juan, San Juan, Puerto Rico Popular Bank A tiempo completo

    Job Summary: We are seeking a highly skilled Senior Financial Insights Analyst to join our team at Popular Bank. As a key member of our organization, you will be responsible for providing critical financial insights and analysis to support business decision-making.


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    About the RoleWe are seeking a highly skilled Lead Financial Analyst to join our team at Busy Season Staffing Solutions. As a key member of our team, you will be responsible for overseeing and managing the monthly accounting closing process to ensure timely and accurate financial reporting.


  • San Juan, San Juan, Puerto Rico Ryder System, Inc. A tiempo completo

    Company OverviewRyder System, Inc. is a leading logistics and transportation company that requires a skilled Financial Management Leader to oversee its finance and accounting functions.

  • Senior Financial Analyst

    hace 3 semanas


    San Juan, San Juan, Puerto Rico NFP A tiempo completo

    About the Role:We are seeking a skilled Senior Financial Analyst to join our team at NFP. This is an exciting opportunity to work with a dynamic organization and contribute to its growth and success.Job Summary:The Senior Financial Analyst will play a critical role in providing financial analysis and support to various stakeholders within the company. Key...


  • San Juan, San Juan, Puerto Rico Fernández Valdivia & Company, Psc. A tiempo completo

    Job OverviewFernández Valdivia & Company, Psc. is seeking a Financial Risk Assessment Leader to join our team. This is a challenging opportunity for a seasoned professional to lead our financial risk assessment initiatives.


  • San Juan, San Juan, Puerto Rico Popular A tiempo completo

    About the Role:The Senior Financial Analyst will be responsible for obtaining and analyzing financial data, preparing projections and financial models, and summarizing and reporting findings. This role will also involve executing administrative tasks related to a credit portfolio and assisting in the preparation of credit approval memos.Key...

  • Chief Financial Analyst

    hace 3 semanas


    San Juan, San Juan, Puerto Rico AIG A tiempo completo

    About the OpportunityWe are seeking a skilled Chief Financial Analyst to join our General Insurance team. As a key member of our team, you will play a crucial role in analyzing payment transactions, allocating cash receipts, and generating journal entries.Key Responsibilities:Analyze and identify all payment transactions received in bank for the Latin...


  • San Juan, San Juan, Puerto Rico Popular A tiempo completo

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Popular. As a key member of our accounting department, you will be responsible for analyzing financial information, preparing financial reports, and providing support to accountants.ResponsibilitiesProvide training and coaching to accountants on the use of systems, as well as...


  • San Juan, San Juan, Puerto Rico El Comeback A tiempo completo

    El Comeback is a prominent leader in the logistics industry, and we are seeking a highly skilled Strategic Financial Insights Professional to join our team. This role is an exciting opportunity for an experienced financial analyst to drive strategic decision-making through data-driven insights.About the RoleWe are looking for a talented individual with a...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Job SummaryWe are seeking a highly skilled Financial Analyst and Excel expert to join our team at Busy Season Staffing Solutions. In this role, you will play a crucial part in preparing financial statements, analyzing data, and ensuring compliance with legal and company guidelines.Key Responsibilities:Assist in the preparation of balance sheets, income...

  • Financial Data Analyst

    hace 4 semanas


    San Juan, San Juan, Puerto Rico NTT DATA A tiempo completo

    Job OverviewWe are seeking a highly skilled Financial Data Analyst to join our team in San Juan, Puerto Rico.About the Role:This position will be responsible for providing business analysis and functional support to the Oracle PeopleSoft Financials application.The selected candidate will work closely with cross-functional teams to enhance Oracle PeopleSoft...

  • Financial Credit Analyst

    hace 2 semanas


    San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    About Us:">At Popular, we have been serving the financial needs of our customers for over a century. We are a leading financial institution in Puerto Rico and have expanded our presence to the United States, the Caribbean, and Latin America.">Our Commitment:">We are dedicated to helping our customers achieve their financial goals by offering a wide range of...


  • San Juan, San Juan, Puerto Rico Ryder System, Inc. A tiempo completo

    About This RoleThis position will lead financial analysis, planning, and data mining efforts for their respective business segments. Directly supporting FP&A Finance/Segments and coordinating with multiple departments to deliver results.Key ResponsibilitiesManage financials of assigned accounts/product lines, including monthly close activities, review of...