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Financial Strategy Analyst
hace 1 día
At Buscojobs Puerto Rico, we strive to provide a wide array of services and financial solutions to cater to the diverse needs of our communities in Puerto Rico, United States, and Virgin Islands.
We are dedicated to empowering our customers' dreams by offering tailored financial solutions at every stage of their life journey. Our extensive track record showcases the resilience and determination of our employees in innovating, finding suitable solutions, and strongly supporting the communities we serve; therefore, we value their diverse skills, experiences, and backgrounds.
Are you ready for a rewarding career that drives meaningful impact?
We have a team of over 8,000 people in Puerto Rico, United States, and Virgin Islands who work together to achieve our vision.
About this RoleThe Financial Strategy Analyst plays a crucial role in supporting the execution of strategies for all business units within the Popular One Division, including Private Banking, Financial Planning, Risk Services, and Securities.
This role involves analyzing financial results, preparing reporting to facilitate informed decision-making, and providing support with reporting, presentations, and other materials for senior management.
As part of our team, you will participate in special projects within the Popular One Division as needed.
Key Responsibilities- Monitor and analyze monthly financial results to identify main variances and tendencies, assessing action plans as necessary.
- Review and analyze assigned budgets for all Popular One Division units.
- Prepare monthly reporting packages for management and analyze metrics and main variances to identify areas of opportunities or potential savings.
- Provide support in the preparation of special presentations such as business reviews, board of managers, and employee quarterly meetings.
- Support the design and execution of business strategies, providing updates on progress.
- Collaborate with the Popular One Business Strategy unit on projects and initiatives like employee experience, marketing initiatives, client events, data analysis, and other projects.
- Collaborate with business units on the execution of special projects as needed.
This role has no supervisory responsibilities but may lead the work of others in special circumstances.
Education and ExperienceBachelor's Degree in Business Administration with a major in Accounting or Finance.
A minimum of two years of work experience managing and analyzing financial information.
Knowledge, Skills, and Abilities (KSAs)- Analytical thinker with knowledge and skill in the analysis and interpretation of business financial information.
- Advanced knowledge in the use of Microsoft Office applications: Excel, Word, and PowerPoint. Knowledge in PowerBI is ideal.
- Strong organizational skills and attention to detail.
- General knowledge in the financial industry.
- Maturity and professionalism.
- Strong work ethic with a positive, can-do attitude.
- Ability to work under pressure to meet deadlines and with minimal supervision.
- Outstanding reporting, presentation, and communication skills.
- Ability to think creatively.
- Excellent interpersonal skills and teamwork.
- Show attention to detail.
- Excellent oral and written communication skills, both in English and Spanish.
We are driven by three core values:
- Passion for People: We care deeply about our customers, employees, and the communities we serve.
- Succeed Together: We believe in collaboration, mutual respect, and collective success.
- Own Every Moment: We take ownership of our actions, decisions, and outcomes.
- Build the Future: We are committed to growth, innovation, and shaping a better tomorrow.
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