Financial Planning & Analysis Senior Specialist

Merck Gruppe - MSD Sharp & Dohme; Guaynabo (PR); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Merck Gruppe - MSD Sharp & Dohme in Puerto Rico seeks a Financial Planning & Analysis Senior Specialist to act as the primary financial partner to the Puerto Rico business units, guiding planning, analysis, and reporting for decision-making.

You will coordinate budgets and forecasts, analyze profitability and cost drivers, and support month-end close with regional finance teams. Fluency in Spanish and English is required.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• Five (5) or more years of FP&A experience, preferably in pharma/healthcare.
• Experience end-to-end forecasting: demand planning, expenses, performance, presentations.
• Finance partner to commercial or therapeutic teams.
• Strong Excel, modeling, and analytical skills.
• Experience with SAP, BPC, CPC/Local Planning Tool, PowerBI or similar tools.
• Excellent communication and presentation skills to non-finance stakeholders.
• Pharma industry acumen and ability to influence cross-functionally.
• Detail-oriented, organized, able to manage multiple priorities.
• Bilingual Spanish/English preferred.

Responsibilities

• Lead annual budgeting and periodic forecasting for portfolios with BU partners.
• Validate, consolidate, and analyze forecast inputs (sales, pricing, expenses, headcount).
• Align Puerto Rico plans with company targets and regional guidelines.
• Support scenario analyses and re-forecasting.
• Prepare financial reports and dashboards for BU needs.
• Provide profitability analysis and cost-driver insights to support decisions.
• Collaborate with local/regional FP&A and stakeholders to standardize processes.
• Drive forecasting accuracy and data integrity across BU operations.

Skills

Adaptability

Budgeting

Budget Management

Budget Projections

Business Acumen

Business Case Development

Business Decisions

Cash Management

Corporate FP&A

Data Visualization

Decision Management

Enterprise Reporting

Financial Acumen

Financial Analysis

Financial Budgeting

Financial Modeling

Financial Planning

Forecasting Models

Forecast Management

GAAP

Management Controls

Market Trends

Preparation of Financial Reports

Quantitative Abilities

Education

Bachelor's degree in Finance or Accounting

Tools

SAP

Business Planning and Consolidation

Local Planning Tool

PowerBI

Job description

Job Description

Join our team and contribute to our mission!

As an Financial Planning & Analysis Senior Specialist, you will play a pivotal role within the local Finance organization in Puerto Rico by acting as the primary financial contact and partner to the Puerto Rico business units. This role bridges detailed financial planning, analysis, and reporting with business insights to support decision-making and drive business performance.

Unlock Your Potential: Key Responsibilities

• Coordinate the annual budgeting and periodic forecasting process for our portfolios, partnering directly with Business Units.
• Validate and consolidate forecast inputs including sales volumes, pricing, expenses, and headcount.
• Ensure alignment of Puerto Rico financial plans with overall company targets and regional guidelines.
• Support scenario analysis and re-forecasting as business conditions evolve.
• Support consolidation and preparation of expense profile for Puerto Rico.
• Provide financial analysis (profitability, cost drivers, variance analysis) to Business Units stakeholders to support strategic and operational decisions.
• Provide business insights and recommendations to Business Units in day-to-day process and key business transactions.
• Prepare and present regular financial reports and dashboards tailored to Business Units needs.
• Support business case evaluations and ad hoc financial projects related to Business Units initiatives.
• Collaborate with local Finance, Regional Financial Planning & Analysis, and other stakeholders to standardize and improve Business Units financial processes and reporting.
• Identify opportunities to enhance forecasting accuracy, reporting efficiency, and data integrity within the Business Units.
• Share best practices and leverage regional tools and systems to optimize Financial Planning & Analysis activities.
• Participate in cross-functional projects impacting Puerto Rico business performance.
• Stay informed on industry trends, regulatory changes, and accounting standards relevant to Pharma Products and incorporate these into financial planning and reporting.
• Support month-end close activities and mid-month sales estimates as needed.

What You Bring: Qualifications

Required

• Bachelor’s degree in Finance or Accounting.
• Five (5) or more years of experience in Financial Planning & Analysis, preferably within the pharmaceutical or healthcare industry.
• Experience with forecast end to end process, from Demand Planning/Revenue Generation, Expense Management, Monitor Performance, Management Presentation, and Management Interaction in the day to day basis.
• Proven track record as a finance business partner supporting commercial or therapeutic area teams.
• Strong financial modeling, forecasting, and analytical skills with advanced Excel proficiency.
• Experience with financial systems such as SAP, Business Planning and Consolidation, Local Planning Tool, PowerBI, or similar planning/reporting tools.
• Excellent communication and presentation skills, able to convey complex financial concepts to non-finance stakeholders.
• Strong business acumen with a deep understanding of key financial drivers in the pharmaceutical industry.
• Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.
• Proficiency in Spanish and English, oral and written.
• Collaborative mindset with the ability to influence and build relationships across functions.
• Proactive problem solver with a continuous improvement mindset.
• Ability to work independently and as part of a team.
• Resilient and adaptable to change.
• Strong stakeholder management and interpersonal skills.

Preferred

• MBA degree and/or CPA.
• Oncology experience

Required Skills:

• Adaptability
• Budgeting
• Budget Management
• Budget Projections
• Business Acumen
• Business Case Development
• Business Decisions
• Cash Management
• Corporate Financial Planning and Analysis (FP&A)
• Data Visualization
• Decision Management
• Enterprise Reporting
• Financial Acumen
• Financial Analysis
• Financial Budgeting
• Financial Modeling
• Financial Planning
• Forecasting Models
• Forecast Management
• Generally Accepted Accounting Principles (GAAP)
• Management Controls
• Market Trends
• Preparation of Financial Reports
• Quantitative Abilities {+ 9 more}

US and Puerto Rico Residents Only:

Our company is committed to inclusion, ensuring that candidates can engage in a hiring process that exhibits their true capabilities. Please click here if you need an accommodation during the application or hiring process.

As an Equal Employment Opportunity Employer, we provide equal opportunities to all employees and applicants for employment and prohibit discrimination on the basis of race, color, age, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or other applicable legally protected characteristics.As a federal contractor, we comply with all affirmative action requirements for protected veterans and individuals with disabilities. For more information about personal rights under the U.S. Equal Opportunity Employment laws, visit:

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We are proud to be a company that embraces the value of bringing together, talented, and committed people with diverse experiences, perspectives, skills and backgrounds. The fastest way to breakthrough innovation is when people with diverse ideas, broad experiences, backgrounds, and skills come together in an inclusive environment. We encourage our colleagues to respectfully challenge one another’s thinking and approach problems collectively.

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San Francisco Residents Only:

We will consider qualified applicants with arrest and conviction records for employment in compliance with the San Francisco Fair Chance Ordinance

Los Angeles Residents Only:

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance

Employee Status: Regular

Relocation: No relocation

VISA Sponsorship: No

Travel Requirements: 10%

Flexible Work Arrangements: Hybrid

Shift: 1st - Day

Valid Driving License: No

Hazardous Material(s): N/A

Job Posting End Date: 09/16/2026

Requisition ID:R416727