Analyst, Finance and Accounting

Oriental Bank; San Juan (PR); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Oriental Bank in San Juan, Puerto Rico, is seeking a Finance Analyst to support monthly reporting, budgeting, forecasting, and strategic planning. You will develop dashboards and executive presentations, turning data into actionable insights for senior leadership and the Board.

The role requires strong Excel/PowerPoint skills, bilingual English/Spanish communication, and the ability to manage multiple projects with precision. Hybrid work arrangement in San Juan, PR.

Qualifications

• Bachelor's degree in Accounting/Finance/Economics/Business Administration or related field.
• Experience in Financial Planning & Analysis, Finance, Accounting, Risk Management, or similar analytics.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Excellent written and verbal communication in English and Spanish.

Responsibilities

• Support monthly financial reporting and executive reporting packages for senior leadership and Board.
• Analyze financial, operational, statistical, and cost data to identify trends and drivers.
• Prepare analyses, variance explanations, and management reporting for decisions.
• Assist with annual budgeting, forecasting, and strategic planning activities.
• Develop dashboards, reports, scorecards, and performance-monitoring tools.
• Extract, validate, organize, and interpret data from financial systems.
• Create executive presentations communicating results and insights.
• Collaborate with business units to understand reporting needs and support decisions.
• Contribute to process improvements for reporting quality and efficiency.
• Support benchmarking and industry comparisons as needed.

Skills

FP&A

Excel

PowerPoint

English/Spanish

Analytical thinking

Attention to detail

Project management

Time management

Dashboard development

SQL

Data analytics

Reporting automation

Workday Financials

Adaptive Planning

Education

Bachelor's degree in Accounting/Finance/Economics/Business Administration

Tools

Workday Financials

Adaptive Planning

SQL

Dashboards

Data analytics

Job description

The Analyst plays a critical role in supporting financial reporting, budgeting, forecasting, strategic planning, and executive decision-making. This position contributes to the development of financial analyses, management reporting, dashboard solutions, and Board-level presentations that help senior leadership evaluate business performance and achieve strategic objectives. Working closely with Finance leadership and business partners, the Analyst transforms financial and operational data into meaningful insights, supports monthly financial reporting processes, and contributes to the Bank's strategic planning initiatives. This hybrid position is based in San Juan, Puerto Rico.

What You'll Do

• Support monthly financial reporting processes and executive reporting packages used by senior leadership and the Board of Directors.
• Analyze financial, operational, statistical, and cost-related information to identify trends and performance drivers.
• Prepare financial analyses, variance explanations, and management reporting to support business decisions.
• Assist with annual budgeting, forecasting, and strategic planning activities.
• Develop dashboards, reports, scorecards, and performance-monitoring tools that support strategic objectives.
• Extract, validate, organize, and interpret data from financial systems and reporting platforms.
• Create executive-level presentations that communicate financial results and business insights effectively.
• Research, investigate, and explain unusual trends, variances, and performance indicators.
• Partner with business units to understand reporting needs and provide meaningful decision-support analysis.
• Support the achievement of organizational strategic goals through data-driven recommendations.
• Contribute to process improvements that enhance reporting quality, efficiency, and accuracy.
• Assist in peer benchmarking, industry comparisons, and competitive performance analysis.

What We're Looking For

Required Qualifications Bachelor's Degree in Accounting, Finance, Economics, Business Administration, or a related field. Experience in Financial Planning & Analysis, Finance, Accounting, Risk Management, or related analytical functions. Advanced proficiency in Microsoft Excel. Strong PowerPoint presentation development skills. Advanced written and verbal communication skills in English and Spanish. Strong analytical thinking and problem-solving capabilities. Exceptional attention to detail and data accuracy. Ability to manage multiple projects and competing deadlines. Strong organizational and time management skills.

Preferred Strengths Banking, Financial Services, Insurance, or Public Accounting experience. Experience with financial reporting, forecasting, budgeting, or strategic planning activities. Experience creating executive presentations or Board-level materials. Knowledge of Workday Financials, Adaptive Planning, or similar financial reporting systems. SQL, data analytics, or reporting automation experience. Experience developing dashboards and performance reporting solutions. Financial modeling and variance analysis experience. Ability to explain complex financial information to non-financial stakeholders.

WORK AUTHORIZATION & ELEGIBILITY

Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization. Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Equal Opportunity Employer

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities) Recruitment Privacy Statement Compliance Posters #LI-Hybrid

Company Culture

This may be the opportunity to change your life and take your career to the next level. Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability.

Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to: Compliance_Posters / Labor Laws Recruitment Privacy Policy Statement

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel. Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad.

A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables: Afiches de Cumplimiento/ Leyes Laborales Política de Privacidad de Reclutamiento