Finance Manager — Insurance & Investments

thehivecareers.co; San Juan (PR); On-site; USD 85,000 - 125,000; Full time

Job summary

The Finance Manager role at thehivecareers.co oversees financial operations, budgeting, forecasting, reporting, and controls in a financial services environment. It supports investment accounting, capital management, and regulatory compliance while guiding management analysis and risk assessment.

The ideal candidate will have extensive FP&A experience, strong Excel modeling, and a professional qualification such as CPA/CFA or MBA in Finance, with leadership skills to develop the finance team.

Qualifications

• 7–10+ years of finance/accounting experience in financial services preferred.
• Strong FP&A, budgeting, forecasting and financial analysis skills.
• Experience with investment accounting, capital management or treasury is desirable.

Responsibilities

• Manage day-to-day finance and accounting operations.
• Lead budgeting, forecasting, planning and variance analysis.
• Prepare monthly, quarterly and annual financial statements and reports.
• Monitor cash flow, liquidity and working capital performance.
• Support investment accounting, portfolio reporting and risk analysis.
• Ensure strong financial controls and regulatory compliance.
• Develop financial models and business cases for decisions.
• Collaborate with auditors, banks and regulators.
• Lead and mentor finance staff and present insights to leadership.

Skills

Finance leadership

Budgeting & FP&A

Financial analysis

Forecasting

ERP systems

Excel modeling

Education

MBA Finance

CPA/CA/CFA or equivalent

Tools

ERP Systems

Financial reporting tools

Job description

Job Summary

The Finance Manager is responsible for managing the organization's financial operations, reporting, budgeting, forecasting, financial controls, and management analysis. In an insurance and investment environment, the role also supports investment accounting, portfolio reporting, capital management, regulatory compliance, and financial risk analysis.

Key Responsibilities

Manage day-to-day finance and accounting operations.

Lead budgeting, forecasting, financial planning, and variance analysis.

Prepare monthly, quarterly, and annual financial statements and management reports.

Monitor cash flow, liquidity, working capital, and financial performance.

Support investment accounting, portfolio valuation, and investment performance reporting.

Analyze investment income, expenses, returns, and risk-adjusted performance.

Support insurance-related financial reporting, reserves, premiums, claims, and regulatory requirements.

Maintain strong financial controls and ensure compliance with accounting policies and regulations.

Prepare financial models, business cases, and scenario analyses for management decision-making.

Support capital planning, solvency/capital adequacy analysis, and strategic financial initiatives.

Liaise with auditors, banks, regulators, investment managers, and other external stakeholders.

Identify opportunities for cost optimization and improved financial performance.

Lead, supervise, and develop finance team members.

Present financial insights and recommendations to senior management.

Ideal Candidate Profile

7–10+ years of finance/accounting experience.

Experience in insurance, banking, asset management, investment management, wealth management, or financial services preferred.

Strong experience in FP&A, financial reporting, budgeting, forecasting, and financial analysis.

Exposure to investment portfolios, investment accounting, capital markets, or treasury is highly desirable.

Strong Excel and financial modeling capabilities.

Experience with ERP/accounting systems and financial reporting tools.

Professional qualification such as ACCA, CA, CPA, CFA, CIMA, MBA Finance, or equivalent preferred.