1

Client Finance Director Jobs in Puerto Rico (NOW HIRING)

Client Relationship Management * Develop strong relationships at the appropriate level with key ... Proficient in financial management, including budgeting and profitability analysis. * Expertise in ...

Client Relationship Management * Develop strong relationships at the appropriate level with key ... Proficient in financial management, including budgeting and profitability analysis. * Expertise in ...

Company Overview Our client is one of the leading owners of commercial structures across the island ... Make decisions based on financial analysis, productivity, and performance. * Ensure production ...

Deputy CEO (San Juan)

San Juan, PR · On-site

$109K - $142K/yr

... financial performance, operational excellence and regional expansion. This is a senior executive ... Protect existing revenue through strong client retention, account management, contract performance ...

New

Your role will involve analyzing client needs, configuring solutions, and providing training to ... Business Administration/Management, Marketing, Commerce, Finance, Management Information Systems ...

... financial plans. * Analyze vehicle market trends to forecast objectives and identify and size ... Provide direct oversight of AUTO business performance in Puerto Rico, including client results ...

PR · On-site

... Client's Compliance Departments. * Ensure an effective communication with supervised personnel ... financial targets. * Complies with agencies recommendations responsible for monitoring our work ...

... regard to client reporting, notifications, project system start-up and close-out requirements ... Finance including understanding of: - Scheduling (including work force loading) - Progress ...

... to client reporting, notifications, project system start-up and close-out requirements • ... Finance including understanding of: - Scheduling (including work force loading) - Progress ...

Account Executive II

San Juan, PR · On-site

$125 - $150/hr

... financial goals resulting from successful leadership of client deliverables, renewals, and upsell activities. By managing all aspects of the client business relationships with minimal direct ...

next page

Showing results 1-20

Client Finance Director information

What is a client finance director?

Client Finance Directors are senior professionals responsible for managing the financial relationship between a company and its clients, often within agencies or professional services firms. They oversee client budgets, financial forecasting, billing, and profitability analysis to ensure both the client’s and the company’s financial goals are met. Their role involves strategic financial planning, advising on cost efficiencies, and acting as a trusted financial partner for client accounts. They typically collaborate closely with client account teams and executive leadership to drive successful business outcomes.

What are the typical challenges a client finance director faces when managing multiple client accounts?

A Client Finance Director often juggles competing priorities across various client accounts, balancing the need for accurate financial reporting, budget management, and risk mitigation. Navigating differing client expectations, tight deadlines, and dynamic scopes of work can be challenging, especially when aligning internal teams with client objectives. Effective communication and strong organizational skills are essential to proactively address issues and deliver value while maintaining compliance and profitability. Building collaborative relationships with account managers, project leads, and external stakeholders is key to successfully managing these complexities.

What are the key skills and qualifications needed to thrive as a client finance director, and why are they important?

To thrive as a Client Finance Director, you need a deep understanding of financial management, strategic planning, and client relationship management, usually supported by a bachelor's or master's degree in finance or accounting and extensive industry experience. Expertise in financial analysis tools, ERP systems like SAP or Oracle, and relevant certifications such as CPA or CFA are highly valued. Exceptional communication, leadership, and negotiation skills help build trust and drive successful client partnerships. These competencies are crucial for delivering financial insights, ensuring regulatory compliance, and maximizing client satisfaction and business growth.

What is the difference between Client Finance Director vs Client Accountant?

AspectClient Finance DirectorClient Accountant
CredentialsTypically requires advanced degrees (e.g., CPA, CFA) and extensive experience in finance leadershipUsually holds a bachelor's degree in accounting or finance, with relevant certifications like CPA
Work EnvironmentStrategic leadership in corporate or client-facing finance teams, often in senior managementOperational accounting tasks within client accounts, focusing on day-to-day financial record-keeping
Employer & Industry UsageUsed in large firms, financial services, and consulting firms managing client financesCommon in accounting firms, small to medium-sized businesses, and client-specific accounting roles

The Client Finance Director focuses on strategic financial management and high-level client financial planning, while the Client Accountant handles detailed accounting tasks and day-to-day financial record-keeping for clients. Both roles are essential but differ significantly in scope and seniority.

What job categories do people searching Client Finance Director jobs in Puerto Rico look for?

The top searched job categories for Client Finance Director jobs in Puerto Rico are:

Infographic showing various Client Finance Director job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution.

Human Resources Director

Fulcro Insurance

San Juan, PR • On-site

Full-time

Re-posted 13 days ago


Job description

Company Overview
Our client, a leading company, provides innovative technological and commercial solutions for merchants, helping them optimize operations, drive sales growth, and enhance their competitive edge through advanced digital tools and specialized support. The company is currently seeking a Human Resources Director.
Job Summary
The Human Resources Director is responsible for leading the strategy, operations, and evolution of the Human Resources function within an organization in the technology and commercial lending sector. This role serves as a strategic partner to the executive team, driving initiatives that strengthen organizational culture, talent development, operational efficiency, and regulatory compliance. The position oversees all HR areas, including recruitment, compensation, labor relations, organizational development, and compliance.
Responsibilities and Duties
  • Strategic Leadership - Define and execute the Human Resources strategy aligned with corporate objectives, ensuring that the organizational structure supports the growth of the technology and financial business.
  • Talent Management - Lead recruitment and selection processes for technical, financial, and administrative roles, ensuring the attraction of highly specialized talent.
  • Organizational Development - Design training, leadership, succession planning, and performance evaluation programs based on metrics and objectives.
  • Culture and Engagement - Promote a culture centered on innovation, ethics, customer service, and collaboration, while driving wellness and employee engagement initiatives.
  • Compensation and Benefits - Develop competitive salary structures and benefits programs aligned with the technology and financial markets.
  • Compliance and Regulations - Ensure compliance with labor laws, financial sector regulations, and internal policies, overseeing audits and compliance processes.
  • Labor Relations - Manage internal investigations, conflict resolution, disciplinary processes, and legal risk mitigation strategies.
  • Human Resources Technology - Implement and optimize HRIS systems, automation tools, and talent analytics to enhance decision-making.
  • Change Management - Lead organizational transformation initiatives, technology integrations, and business scaling processes.
  • HR Team Leadership - Direct, develop, and evaluate the Human Resources team, fostering a high-performance and continuous-improvement culture.
  • Workforce Planning - Analyze talent trends, turnover, productivity, and future needs to ensure the availability of critical capabilities.
  • Internal Communication - Ensure clear, consistent, and strategically aligned communication throughout the organization.
Qualifications and Skills
  • Bachelor's degree in Human Resources, Business Administration, Industrial Psychology, Management, or a related field.
  • Ten (10) years of progressive experience in Human Resources, including direct leadership roles.
  • Experience in the technology, fintech, commercial lending, or financial services sectors.
  • Strong knowledge of labor legislation, compensation practices, organizational development, and change management.
  • Experience implementing HRIS systems, talent analytics, and automation tools.
  • Excellent communication, negotiation, leadership, and executive-influence skills.
  • Strategic mindset, analytical thinking, and strong results orientation.
  • Bilingual in Spanish and English, spoken and written.