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Financial Associate Jobs in Puerto Rico (NOW HIRING)

Express & Bonobos

Sales Associate

Carolina, PR

$12.25 - $16.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Carolina, PR · On-site

$12.25 - $16.75/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express & Bonobos

Sales Associate

Ponce, PR

$13.75 - $18.50/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express & Bonobos

Sales Associate

Carolina, PR

$12.25 - $16.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Carolina, PR · On-site

$12.25 - $16.75/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express

Sales Associate

Ponce, PR · On-site

$13.75 - $18.50/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

San Juan, PR · On-site

$9 - $12.25/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express & Bonobos

Sales Associate

San Juan, PR

$13.75 - $18.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Ponce, PR · On-site

$13.75 - $18.75/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express

Sales Associate

San Juan, PR

$9 - $12.25/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Para la Naturaleza

PR · On-site

Manage regional financial operations : budgeting, purchasing, fund reconciliations, and petty cash * Track and document grant funds and external funding compliance * Process invoices, manage vendors ...

Walmart

Associate Merchant - PR

Carolina, PR

... culture of belonging so associates thrive and perform drives a positive associate and ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

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Showing results 1-20

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Financial Associate information

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in Puerto Rico? The most popular types of Financial jobs in Puerto Rico are:
What job categories do people searching Financial Associate jobs in Puerto Rico look for? The top searched job categories for Financial Associate jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Financial Associate jobs? Cities in Puerto Rico with the most Financial Associate job openings:
Financial Associate jobs near you
Accounting Junior-Associate

Accounting Junior-Associate

Pantera Capital Management LP

San Juan, PR • Hybrid

Other

Posted 20 days ago

Job description

Accounting Associate

Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem. Pantera launched the first cryptocurrency fund in the United States in 2013. The firm subsequently launched the first exclusively-blockchain venture fund. In 2017, Pantera was the first firm to offer an early-stage token fund. Pantera manages $3.5bn across three strategies - passive, hedge, and venture - exclusively focused on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.

Pantera is hiring an Accounting Junior or Associate to support the management companies.  The ideal candidate will have experience with the full accounting cycle, including accounts payable processing, compiling and reviewing financial information, preparing financial paperwork, and maintaining records. This role will also assist with general administrative tasks. This role requires presence at least three days a week in our San Juan office.

Responsibilities

  • Review, process, and record vendor invoices, employee expense reports, and other accounting transactions accurately and timely
  • Assist with monthly close activities, including journal entries, accruals, reconciliations, and financial reporting support
  • Perform bank, cash, prepaid, and balance sheet reconciliations across multiple entities and systems
  • Track outstanding payables, payment support, and cash activity
  • Work with large data sets and assist with consolidating accounting data across multiple systems and reports
  • Maintain and understand general ledgers for management companies and related entities
  • Assist with quarterly financial reporting, reconciliations, and other accounting functions
  • Research and help resolve accounting discrepancies and reconciliation differences with guidance from the management team members
  • Support annual audits, tax return preparation, and informative returns
  • Assist with ad hoc accounting and operational projects as assigned while taking ownership and support operational needs across multiple areas when needed

Excel & Data Skills
Experience working with:

  • Pivot Tables
  • XLOOKUP/VLOOKUP
  • SUMIF/SUMIFS
  • Data cleanup and consolidation

Qualifications:

  • Bachelor's degree in Accounting, Finance, Business, or related field
  • Fluency in English; Spanish is a plus
  • 2-5 years of accounting experience in public accounting firms and/or private companies
  • Strong understanding of accounting operations, accrual methodology, and U.S. GAAP
  • Strong analytical, organizational, and problem-solving skills
  • Able to identify situations and escalate to their manager
  • Proactive mindset with the ability to identify issues and take initiative
  • Ability to prioritize, manage multiple responsibilities, and work in a fast-paced environment with accuracy and timeliness
  • Strong technical skills in Excel and NetSuite or similar accounting software
  • Able to work independently and collaborate cross-functionally with internal teams to support accounting and operational processes

Compensation:

Compensation is competitive and based on experience

Apply