FINANCIAL ANALYST

TPIS; Guaynabo (PR); On-site; USD 60,000 - 69,000; Full time

Job summary

TPIS in Guaynabo, PR is seeking a Financial Analyst to support budgeting, financial analysis, and month-end closing processes. The role reports to the Sr. Budget & Financial Manager and focuses on financial planning, pricing models, and internal reporting.

The candidate should have 5+ years of experience, bilingual English/Spanish, and solid skills in Excel and PowerBI. CPA/CMA preferred; MBA optional. This is a full-time position based in Guaynabo, PR.

Qualifications

• Bachelor-level degree in Accounting or Finance (BBA).
• MBA preferred but not required.
• CPA/CMA preferred.
• Minimum 5 years in financial analysis, budgeting and closing cycle.
• Bilingual English and Spanish advantageous.

Responsibilities

• Assist in annual budgets and forecasts.
• Develop models to compare actuals to budgets.
• Identify trends and provide improvement recommendations.
• Prepare financial analyses and pricing models on management request.
• Support monthly closing cycle and financial statements reporting.
• Prepare reports and presentations for customers and management.
• Gather information for project viability analyses.
• Coordinate with IT to validate reports for business trend analysis.
• Reconcile transactions and ensure cost controls.
• Maintain confidential financial/operational information.
• Support Quality Management Program initiatives.

Skills

Strong analytical skills

Good oral and written communication

Excellent time management

Organizational skills

Research skills

Data analysis

Education

BBA major in Accounting or Finance

MBA preferred but not required

Tools

SQL basics

Access

Excel (Office 365)

PowerBI

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FINANCIAL ANALYST

FULL TIME Guaynabo, PR, Guaynabo, PR, PR

Salary: $60,000.00 Annually

POSITION SUMMARY

The Financial Analyst reports to the Sr. Budget & Financial Manager and is responsible for assisting in the financial planning, budgeting, financial analysis and month-end closing for the company.

ESSENTIAL ROLES AND RESPONSIBILITIES

• Asist in the preparation of annual corporate budgets and forecasts.
• Assist in the development of models to compare actual results with budgets.
• Identifying trends in financial performance and provide recommendations for improvement.
• Assist in the preparation of financial analysis and pricing models upon management request.
• Provide support as needed during the monthly accounting closing cycle.
• Assist in the preparation of Financial Statements reporting.
• Prepare reports, analysis and presentations requested by customers and management.
• Gather information necessary to prepare project viability comparison analysis.
• Assist in the coordination with IT department the creation and validation of different reports required by management to analyze business trends and activities.
• Reconciles transactions by comparing and correcting data, drug cost control and reporting.
• Maintains financial security by following internal controls.
• Maintains all financial/operations information confidential.
• Any other duties as assigned.
• Support all Quality Management Program Initiatives.

TRAINING & EDUCATION

• BBA major in Accounting or Finance
• MBA preferred but not required

LICENSURE / CERTIFICATION

• Certified Public Accountant (CPA) or Certified Managerial Accountant (CMA) (preferred)

PROFESSIONAL EXPERIENCE

Minimum 5 years’ experience in financial analysis, budgeting, and accounting closing cycle.

PROFESSIONAL COMPETENCIES

Knowledge:

• Fully Bilingual English and Spanish
• Budgeting
• Accounting Closing Cycle Process
• Cost Accounting knowledge
• Basic SQL knowledge and Access
• Office 365, mainly Excel
• PowerBI

Skills:

• Strong analytical skills
• Good oral and written communication skills
• Excellent time management and organizational skills
• Research Skills
• Accurate Data Analysis Skills

Ability:

• Ability to multitask and meet constant deadlines.
• Adaptability to changing structures and situations.

TPIS is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans