Analyst, Finance and Accounting

Oriental; San Juan (PR); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Oriental in San Juan, Puerto Rico is seeking an Analyst to support financial reporting, budgeting, forecasting, and strategic planning. This hybrid role collaborates with Finance leadership to transform data into actionable insights and develop executive presentations for board oversight.

The position emphasizes dashboard creation, management reporting, and data-driven decision support to help leadership evaluate performance and achieve strategic objectives.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or 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.

Responsibilities

• 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.

Skills

Advanced Excel

PowerPoint

Analytical thinking

Bilingual English/Spanish

Project management

Education

Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field

Tools

Workday Financials

Adaptive Planning

SQL

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

As an Analyst, you will:

• 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.

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 & Eligibility

• 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.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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