PR · On-site
POSITION SUMMARY The Financial Analyst reports to the Financial Analysis Manager and is responsible for preparing financial analysis, pricing models, data analysis and reports for the company and ...
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PR · On-site
POSITION SUMMARY The Rebates Financial Analyst is responsible for preparing rebate submissions, validating claims data, tracking manufacturer payments, and supporting financial reconciliation and ...
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PR · On-site
Financial Planning / Accounting • Prepare quarterly closing, journal entries , financial statements/reporting and forecasts; • Manage expense reimbursement policy; • Maintain activity ...
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PR · On-site
Financial Planning / Accounting • Prepare quarterly closing, journal entries , financial statements/reporting and forecasts; • Manage expense reimbursement policy; • Maintain activity ...
Finance Analyst
Barceloneta, PR · On-site
Strong analytical skills, attention to detail, and ability to manage confidential financial information.
Finance Analyst
Barceloneta, PR · On-site
Strong analytical skills, attention to detail, and ability to manage confidential financial information.
PR · On-site
The Analyst plays a key role in budget management, financial tracking, compliance, and cross-functional coordination . Key Responsibilities * Manage regional financial operations : budgeting ...
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PR · On-site
The Analyst plays a key role in budget management, financial tracking, compliance, and cross-functional coordination . Key Responsibilities * Manage regional financial operations : budgeting ...
Performs financial analysis utilizing appropriate financial concepts and techniques. Recommends alternative courses of action. Responsibilities * Develop detailed financial forecasts incorporating ...
Performs financial analysis utilizing appropriate financial concepts and techniques. Recommends alternative courses of action. Responsibilities * Develop detailed financial forecasts incorporating ...
Financial P&A - P5
Dorado, PR · On-site
Performs financial analysis utilizing appropriate financial concepts and techniques. Recommends alternative courses of action. Responsibilities * Develop detailed financial forecasts incorporating ...
Financial P&A - P5
Dorado, PR · On-site
Performs financial analysis utilizing appropriate financial concepts and techniques. Recommends alternative courses of action. Responsibilities * Develop detailed financial forecasts incorporating ...
Financial P&A - P5
Dorado, PR · On-site
Performs financial analysis utilizing appropriate financial concepts and techniques. Recommends alternative courses of action. Responsibilities * Develop detailed financial forecasts incorporating ...
Financial P&A - P5
Dorado, PR · On-site
Performs financial analysis utilizing appropriate financial concepts and techniques. Recommends alternative courses of action. Responsibilities * Develop detailed financial forecasts incorporating ...
Junior Financial Associate
San Juan, PR · On-site
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational ...
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Junior Financial Associate
San Juan, PR · On-site
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational ...
PR · On-site
The Analyst plays a key role in budget management, financial tracking, compliance, and cross-functional coordination . Key Responsibilities * Manage regional financial operations : budgeting ...
Quick apply
PR · On-site
The Analyst plays a key role in budget management, financial tracking, compliance, and cross-functional coordination . Key Responsibilities * Manage regional financial operations : budgeting ...
PR · On-site
The Analyst plays a key role in budget management, financial tracking, compliance, and cross-functional coordination . Key Responsibilities * Manage regional financial operations : budgeting ...
Quick apply
PR · On-site
The Analyst plays a key role in budget management, financial tracking, compliance, and cross-functional coordination . Key Responsibilities * Manage regional financial operations : budgeting ...
Financial Planning & Analysis Senior Specialist
$85K - $106K/yr
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 ...
Financial Planning & Analysis Senior Specialist
$85K - $106K/yr
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 ...
Financial Associate
San Juan, PR · On-site
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational ...
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Financial Associate
San Juan, PR · On-site
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational ...
Financial Consultant
San Juan, PR · On-site
This role will help oversee spend at that cost center level, support FP&A analysis for operating expenses and work with cost center managers to track, analyze and maintain their spend within budget.
Financial Consultant
San Juan, PR · On-site
This role will help oversee spend at that cost center level, support FP&A analysis for operating expenses and work with cost center managers to track, analyze and maintain their spend within budget.
Tax Analyst Senior
San Juan, PR · On-site
$55K - $60K/yr
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique ... Our mission is to provide unparalleled financial and operational guidance tailor-designed to ...
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Tax Analyst Senior
San Juan, PR · On-site
$55K - $60K/yr
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique ... Our mission is to provide unparalleled financial and operational guidance tailor-designed to ...
Work with finance and business teams (FP&A, operations) to understand planning needs * Assist with data integrations and data preparation from different sources * Follow established modeling ...
Work with finance and business teams (FP&A, operations) to understand planning needs * Assist with data integrations and data preparation from different sources * Follow established modeling ...
Tax Analyst Senior
San Juan, PR · On-site
$112K - $112K/yr
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique ... Our mission is to provide unparalleled financial and operational guidance tailor-designed to ...
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Tax Analyst Senior
San Juan, PR · On-site
$112K - $112K/yr
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique ... Our mission is to provide unparalleled financial and operational guidance tailor-designed to ...
PR · On-site
Responsible for the direct control of all accounting, financial analysis, and financial reporting of the AIBC. * Review daily and monthly accounting activities required to maintain the general ledger.
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PR · On-site
Responsible for the direct control of all accounting, financial analysis, and financial reporting of the AIBC. * Review daily and monthly accounting activities required to maintain the general ledger.
Tax Analyst Senior
San Juan, PR · On-site
$60K - $70K/yr
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique ... Our mission is to provide unparalleled financial and operational guidance tailor-designed to ...
Quick apply
Tax Analyst Senior
San Juan, PR · On-site
$60K - $70K/yr
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique ... Our mission is to provide unparalleled financial and operational guidance tailor-designed to ...
Work with finance and business teams (FP&A, operations) to understand planning needs * Assist with data integrations and data preparation from different sources * Follow established modeling ...
Work with finance and business teams (FP&A, operations) to understand planning needs * Assist with data integrations and data preparation from different sources * Follow established modeling ...
Financial Analyst information
Is AI replacing financial analysts?
AI is transforming the role of financial analysts by automating data analysis, forecasting, and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools can handle routine work, human judgment, industry knowledge, and interpretative skills remain essential in financial analysis. The profession is evolving to incorporate AI proficiency alongside traditional analytical skills.
What is the difference between Financial Analyst vs Accountant?
| Aspect | Financial Analyst | Accountant |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common | Bachelor's degree in accounting or finance; CPA certification often preferred |
| Work Environment | Financial firms, investment banks, corporate finance departments | Accounting firms, corporate accounting departments, government agencies |
| Primary Responsibilities | Analyzing financial data, creating reports, forecasting, investment analysis | Preparing financial statements, maintaining records, ensuring compliance with regulations |
| Industry Usage | High in finance, investment, and corporate sectors | Widespread across all industries requiring financial record-keeping |
Financial Analysts and Accountants share similar educational backgrounds and certifications, often working in related environments. However, Financial Analysts focus on analyzing financial data and making investment recommendations, while Accountants handle financial record-keeping and compliance. Both roles are essential in finance, but they serve different functions within organizations.
How does a Financial Analyst typically collaborate with other departments within a company?
Financial Analysts frequently work cross-functionally with teams such as accounting, operations, and marketing to gather data, analyze business performance, and support strategic planning. Regular collaboration ensures that financial models and forecasts are based on accurate, up-to-date information from across the organization. This teamwork is essential for preparing budgets, evaluating investment opportunities, and providing actionable insights to management. Strong communication and relationship-building skills are important for success in these collaborative efforts.
What Is a Financial Analyst Job Description?
Financial analysts provide guidance to clients about their investments. They evaluate the market and stock performance, considering present and previous economic data. Then they create forecasts and reports to make suggestions to clients. To work in this profession, you must have strong interpersonal skills, an analytical mind, and demonstrated experience in financial planning and investments.
What does a Financial Analyst do?
A Financial Analyst is responsible for analyzing financial data, preparing reports, and making recommendations to help businesses and individuals make informed investment decisions. They evaluate economic trends, study financial statements, and assess the performance of stocks, bonds, and other types of investments. Financial Analysts often work for banks, investment firms, insurance companies, or corporate finance departments, providing insights that support key financial strategies and planning.
Do you need a CPA to become a financial analyst?
A CPA is not required to become a financial analyst, but having certifications like the CFA or relevant finance degrees can enhance job prospects. Employers typically look for strong analytical skills, financial modeling experience, and proficiency with tools like Excel and financial software.
Is 40 too late to start a career in finance?
Starting a career as a financial analyst at age 40 is possible, as many employers value skills, experience, and certifications like the CFA. Transitioning from related fields or gaining relevant education can facilitate entry into finance at any age. Success depends on individual background, networking, and willingness to learn new tools and concepts.
What are the key skills and qualifications needed to thrive as a Financial Analyst, and why are they important?
To thrive as a Financial Analyst, you need strong analytical abilities, proficiency in financial modeling, and typically a degree in finance, accounting, or a related field. Familiarity with tools such as Microsoft Excel, financial databases (like Bloomberg), and certifications such as CFA or CPA are often required. Attention to detail, effective communication, and problem-solving skills help analysts interpret data and present actionable insights. These abilities are crucial for making informed recommendations that drive sound financial decisions and business growth.
What does a financial analyst do exactly?
A financial analyst evaluates financial data, prepares reports, and provides insights to help organizations make investment, budgeting, and financial decisions. They analyze market trends, create financial models, and often use tools like Excel or financial software to support their recommendations.
More about Financial Analyst jobs
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What are popular job titles related to Financial Analyst jobs in Puerto Rico? For Financial Analyst jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Financial Analyst jobs in Puerto Rico look for? The top searched job categories for Financial Analyst jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Financial Analyst jobs? Cities in Puerto Rico with the most Financial Analyst job openings:
What are popular job titles related to Financial Analyst jobs in PR? For Financial Analyst jobs in PR, the most frequently searched job titles are:
Job description
POSITION SUMMARY
The Financial Analyst reports to the Financial Analysis Manager and is responsible for preparing financial analysis, pricing models, data analysis and reports for the company and monitoring actual results and trends.
ESSENTIAL ROLES AND RESPONSIBILITIES
- Prepare financial analysis and pricing models upon management request.
- Perform data analysis by collecting and analyzing data & patterns, presenting findings, facilitating informed decision-making and problem resolution.
- Prepare reports, analysis, and presentations requested by customers and management.
- Reconciles customer’s actual performance with contract terms and definitions on a monthly, quarterly and/or annual basis. Also, provide responses to submitted findings and perform corrections as necessary.
- Identifying trends in financial performance and provide recommendations for improvement.
- Provide support as needed during the monthly accounting closing cycle.
- Responsible for maintaining Client Side Pricing Tool, including but not limited to: updating contracted pricing, coordinating with IT department to make necessary programming requested by client or management, and perform testing.
- Coordinate with IT department the creation and validation of different reports required by management to analyze business trends and activities.
- Maintains technical knowledge by attending educational workshops, reviewing publications (NCPDP).
- Protect operations by keeping financial information confidential.
- Contributes to team effort by accomplishing related results as needed.
- Other tasks and responsibilities as required by Supervisor.
TRAINING & EDUCATION
- BBA major in Finance or Accounting.
LICENSURE / CERTIFICATION
- CMA or CPA, preferred.
PROFESSIONAL EXPERIENCE
- Five (5) or more years of experience in a combination of financial analysis, reporting and accounting closing cycle.
- PBM and/or Medicare experience, preferred.
PROFESSIONAL COMPETENCIES
Knowledge:
- Expert Knowledge in MS Office, mainly Excel and Power BI.
- Basic SQL knowledge, preferred.
- Fully bilingual English and Spanish.
Skills:
- Strong analytical skills.
- Great presentation skills.
- Good oral and written communication skills.
Abilities:
- Excellent time management and organizational ability.
- Ability to multitask and meet constant deadlines.
- Adaptability to changing structures and situations.
PHYSICAL AND MENTAL DEMANDS
- The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk or hear, sit, stand, and walk.
- The position requires that the weight be lifted, and force is exerted up to 50 pounds.
- Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
ENVIRONMENTAL AND WORKING CONDITIONS
- This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Require evening or weekend work.
PharmPix is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans
About Pharmpix
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