Strategic Financial Analyst - Budget Forecasting

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

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.