Financial Planning Specialist

hace 5 días


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

Job Summary:

We are seeking a highly skilled Financial Analyst to join our team at Popular Bank. As a key member of our credit team, you will play a crucial role in analyzing financial data, preparing projections and financial models, and summarizing findings to support business decisions.

Responsibilities:

  • Develop integrated financial statement analyses using our spreading system.
  • Obtain, enter, review, and analyze data to be used in our underwriting process.
  • Effectively identify, understand, and explain relevant fluctuations and trends.
  • Prepare projections and forecasts.
  • Agilely model financial scenarios (base case/stressed case).
  • Articulate and efficiently prepare reports and presentations related to financial and/or industry matters.
  • Analyze periodically client's financial info and monitor compliance with loan covenants.
  • Research and summarize macroeconomic and industry information and trends.
  • Identify key data to be used in underwritings and industry analyses.
  • Assess possible impact of this information on clients.
  • Maintain updated databases in a reliable and efficient fashion.
  • Maintain credits file complete and in compliance.
  • Efficiently coordinate and monitor with Commercial Credit Operational Support Unit.
  • Assist in all administrative and regulatory aspects of the credit portfolio.
  • Bring suggestions to improve structuring alternatives to new credits and provide insightful inputs to possible structures.

Requirements:
  • Bachelor's Degree in Finance or Accounting.
  • At least two years' experience in credit and financial analytical tasks.
  • Excellent analytical skills.
  • Effective identifying fluctuations and situations.
  • Deep knowledge of financial analysis tools (Excel, etc.), and analytical approaches (horizontal analysis, ratio analysis, etc.).
  • Excellent research and reporting skills.
  • Excellent oral and written communication skills, both in English and Spanish.
  • Excellent interpersonal skills and strong teamwork spirit.
  • Ability to work under pressure and meet deadlines.
  • Excellent organizational skills to handle multiple tasks simultaneously.
  • MS Office domain: Excel, Word, PowerPoint, and Outlook.

Values:

Passion for People
Succeed Together
Own Every Moment
Build the Future


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