Associate Financial & Demand Planning Analyst

Medial Group; San Juan (PR); On-site; USD 45,000 - 65,000; Full time

Job summary

MG STAFFING GROUP in San Juan, Puerto Rico is seeking an Associate Financial & Demand Planning Analyst. The role focuses ~60% on Demand Planning and ~40% on Financial Analysis, supporting forecasting, LBE, and P&L activities.

The incumbent collaborates with Finance, Marketing, Product Management, Planning, and Accounting to improve forecast accuracy and inventory planning. Remote project work may be available for a 6-month assignment.

Qualifications

• Bachelor’s degree in Accounting required.
• 1–3 years in Demand Planning, Financial Analysis, or related fields.
• Advanced Excel skills required.
• Knowledge of SAP and Power BI helpful.
• Bilingual in English and Spanish.

Responsibilities

• Support monthly Demand Planning cycle and forecast analysis.
• Perform P&L and expense forecasting and monthly reporting.
• Collaborate with Finance, Marketing, Product Management, Planning and Accounting.
• Prepare LBE submissions and related financial forecasts.
• Assist with journal entries, balance sheet analysis, and SG&A planning.

Skills

Advanced Microsoft Excel

Analytical thinking

Attention to detail

Independent work

Bilingual English/Spanish

Education

Bachelor’s Degree in Accounting

Tools

SAP

Power BI

Job description

Associate Financial & Demand Planning Analyst

Full time | MG STAFFING GROUP | Puerto Rico

Posted On 08/31/2026

Job Information

Manufacturing

City San Juan

State/Province San Juan

00926

Job Description

Summary

The Associate Financial & Demand Planning Analyst will support financial planning, analysis, reporting, and monthly Demand Planning activities. The position will have an approximate focus of 60% Demand Planning and 40% Financial Analysis .

The role will support the preparation and analysis of financial forecasts, Latest Best Estimate (LBE), management reporting, P&L, expense forecasting, and Demand Planning activities while ensuring the accuracy and integrity of financial data.

The incumbent will collaborate with Finance, Marketing, Product Management, Planning, and Accounting teams to support business objectives, forecast accuracy, and effective financial and inventory planning.

Key Responsibilities

• Support the monthly Demand Planning cycle , including analysis of forecast variations.
  
• Analyze and upload SKU-level demand forecasts into SAP based on approved LBE assumptions.
  
• Evaluate demand trends and identify potential risks and opportunities.
  
• Collaborate with cross-functional teams to improve forecast accuracy and support inventory and business planning decisions.
  
• Support the preparation and submission of the Latest Best Estimate (LBE) and related financial forecasts.
  
• Assist with P&L analysis , pricing, standard costs, expenses, and financial planning activities.
  
• Prepare month-end financial reporting packages according to established reporting calendars.
  
• Support local month-end closing procedures and financial reporting requirements.
  
• Prepare and support month-end journal entries, including commissions, bonuses, HCP, revenue recognition, and rebates.
  
• Perform Balance Sheet analysis .
  
• Support Product Managers with expense variance analysis and forecasting.
  
• Assist with quarterly Plan/RLBE submissions, including SG&A, A&P, HCP, brand-level P&L analysis, budgets, and financial summaries.
  
• Provide Marketing teams with A&P investment and sales performance information to support activity planning, budget allocation, and business reviews.
  
• Support internal and external audits and corporate financial requests.
  
• Maintain financial data accuracy, integrity, and compliance with applicable Corporate and Division financial policies and procedures.
  
• Collaborate with Finance, Marketing, Product Management, International Planning, and Accounting teams.
  
• Manage multiple priorities and meet established reporting and business deadlines.
  

Requirements

• Bachelor’s Degree in Accounting.
  
• 1–3 years of relevant experience in Demand Planning, Financial Analysis, Accounting, or related functions.
  
• Experience or knowledge in Demand Planning and financial forecasting .
  
• Knowledge of financial planning, reporting, P&L analysis, and month-end activities.
  
• Advanced Microsoft Excel skills.
  
• Working knowledge of SAP and Power BI .
  
• Strong analytical and problem-solving skills.
  
• Excellent attention to detail, accuracy, and data integrity.
  
• Ability to manage multiple priorities and meet aggressive deadlines.
  
• Ability to work independently with minimal supervision.
  
• Strong interpersonal, collaboration, and communication skills.
  
• Bilingual in English and Spanish.
  
• Available to work remotely for a 6-month project assignment .
  

Preferred Qualifications

• Experience supporting LBE, forecasting, Demand Planning, or financial planning processes.
  
• Experience working with SKU-level forecasts and SAP.
  
• Experience supporting cross-functional teams, including Finance, Marketing, Product Management, and Planning.
  
• Knowledge of financial reporting and planning systems.