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Client Finance Director Jobs in Puerto Rico (NOW HIRING)

Abarca Health

Sr. Manager, Trade Relations

San Juan, PR · On-site

Accountable for all rebate and formulary financial modeling delivered to clients, ensuring accuracy ... client teams. * Lead the strategic relationship and performance governance with Abarca's rebate ...

Kevane Grant Thornton LLP

Audit Senior

San Juan, PR · On-site

... directing and completing audits; developing and supervising staffs, reviewing financial statements ... Exceptional client service and communications skills with a demonstrated ability to develop and ...

DECA

Marketing Manager

San Juan, PR · On-site

$80 - $100/hr

Client Promotions & Storytelling * Build a prioritized client list and manage the end-to-end ... Direct keyword and search‑intent research across DECA's core service lines (Act 60, R&D tax ...

Deca Analytics

Marketing Manager

San Juan, PR · On-site

$80 - $100/hr

... directing contracted specialists to drafting content themselves with the help of AI tools. You will ... Client Promotions & Storytelling * Build a prioritized client list and manage the end‑to‑end ...

RosadoToledo&

Account Supervisor

San Juan, PR · On-site

Lead the day-to-day management of client accounts, working closely with the Account Director on ... Ensure financial health of accounts, meeting budget targets and contributing to agency ...

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All JobsClient Finance JobsClient Finance Director JobsClient Finance Director Jobs in Puerto Rico

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:

Client Finance Director jobs near you
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.

Assistant Location Manager

Service Corporation International

Bayamon, PR • On-site

Full-time

Re-posted 18 days ago

Service Corporation International rating

6.4

Company rating: 6.4 out of 10

Based on 97 frontline employees who took The Breakroom Quiz

5th of 9 rated funeral services

Job description

Our associates celebrate lives. We celebrate our associates.
As a seasoned practicing Funeral Director, under the guidance of a Location Manager, learn the responsibilities of a Location Manager for the opportunity of career advancement. Assist the Location Manager with the daily operations of a Funeral Home including planning, achieving annual sales revenue and production targets, encourage profitable case volume growth, Profit & Loss (P&L) goals, manage expenses, developing a professional and effective staff, and exceeding client family expectations. Assist and direct the business operations as if it were your own.
JOB RESPONSIBLITIES
Funeral Director
  • Arranges and conducts funeral services in accordance with the family's desires, expectations, and spiritual beliefs.
  • Discusses family's wishes, funeral options, services, products, and pricing with deceased family. Identifies and communicates special veteran or recognition benefits. Executes funeral services contracts and documents in accordance with state and federal laws.
  • Through community and non-profit involvement, retains heritage, increases good will, and indirectly increases market share.
  • Additional responsibilities associated with Funeral documents, arrangements, services, and post family care.

Location Management
Financial Management
  • Work with Location Manager to develop annual business plan and budget as well as financial, production and revenue goals.
  • Run reports, analyze, identify trends, and make observations or improvement recommendations to Location Management.
  • Understand industry finances, how daily activities affects financial outcomes. May approve expenditures and invoices including overtime.

Operations
  • Assist the Location Manager with the day-to-day activities ensuring on-time services that exceed client family expectation. Identify barriers, encourage ideas, and recommend improvements. Assure the location's operating practices comply with applicable federal & state regulations and Company policies.
  • Manage frontline supervisor's responsibilities, expectations, and accountabilities. Make decisions that support and reinforce the company's market strategies, values, and goals.
  • In absence of the Location Manager, full-fil appropriate daily responsibilities and decision-making.
  • Additional responsibilities as requested or assigned.

People Development
  • Screen, interview, and assess candidates (internal and external) for hiring or promoting a skilled and effective staff.
  • Develop a strong, trusting, and reliable team through influence and leading by example, having indirect responsible for staff. Constructively address issues and provide tangible and appropriate feedback to develop skills and/or close gaps. Monitor training and licensing requirements ensuring staff is re-trained/licensed prior to expiration.

Education, experience & Skills
Education, Certifications, and Licensure
  • Applicable state Funeral Director Licensure is required; Technical schooling diploma Funeral Services/ Mortuary Science preferred; Bachelor's degree in Mortuary Science where required by state law.

Experience
  • At least five (5) years industry experience in the applicable discipline with progressively increasing responsibilities with an understanding of industry competitive pricing, demographic patterns, and market competition
  • Desire to learn, understand and apply Financial and Business acumen
  • Professional interpersonal skills as well as cultural sensitivity and tactfulness to interact with a variety of cultures and language barriers

Skills
  • Proficient in MS Office suite including mail, word, excel, & power point as well as proprietary industry software (HMIS, CarePoint, Becan)
  • Environment: Work may be performed both indoors and outdoors regardless of weather conditions; Care Center personnel may have exposure to various chemicals and fluids; cemetery personnel may have exposure to chemicals and equipment.
  • Attire: Business attire is required. Personal safety equipment or appropriate attire may be required for cemetery or crematory environment
  • Physical Demands: Sitting continuously for multiple hours or standing continuously for multiple hours. Manual dexterity to operate standardized office equipment, telephone, calculator, copier, and computer. Ability to lift up to 50lbs to assist with moving bodies
  • Extenuating Schedule: Typically required to work several evenings or weekends each month
  • Travel: minimal local

Postal Code: 00958
Category (Portal Searching): Operations
Job Location: US-PR - Bayamon

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