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Financial Executive Jobs in Puerto Rico (NOW HIRING)

Account Executive II

San Juan, PR · On-site

$102.26 - $178.96/hr

Achieve financial targets for assigned book of business. · Develop and maintain solid business relationships with clients at the executive level and with critical decision-makers within the client ...

Experience performing presentations, financial calculations, expenses, purchases orders or simple ... Executive Support, Organization & Prioritization: Efficiently manages complex schedules, meetings ...

As the Publisher Account Executive, you are responsible for growing, optimizing, and finding new ... Work cross-functionally across Sales, Legal, Product, Finance, and Technology departments to drive ...

As the Publisher Account Executive, you are responsible for growing, optimizing, and finding new ... Work cross-functionally across Sales, Legal, Product, Finance, and Technology departments to drive ...

Overview Our Account Executive' mission is to help solve our client's problems and uncover ... Meet budgetary objectives and adjust project constraints based on financial analysis. * Develop ...

Deputy CEO (San Juan)

San Juan, PR · On-site

$109K - $142K/yr

Identify business, financial and operational risks and ensure appropriate mitigation strategies are implemented. * Provide strategic insights and recommendations to the CEO to support business ...

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Financial Executive information

What is a financial executive?

Financial Executives are senior-level professionals responsible for managing the financial activities and strategies of an organization. Their roles often include overseeing budgeting, financial planning, reporting, investments, and risk management. They play a key role in shaping a company's financial health and ensuring compliance with regulations. Financial Executives typically work closely with other top executives to make strategic decisions that drive business growth and profitability.

What are the key skills and qualifications needed to thrive as a financial executive?

To thrive as a Financial Executive, you need advanced financial analysis, strategic planning, and leadership skills, typically backed by a degree in finance, accounting, or business administration, and often an MBA or CPA certification. Proficiency in financial modeling software, enterprise resource planning (ERP) systems, and data analysis tools is essential. Exceptional communication, decision-making, and problem-solving abilities distinguish top performers in this role. These skills and qualities are crucial for driving organizational growth, ensuring regulatory compliance, and making informed financial decisions.

What are some common challenges financial executives face when balancing strategic planning with day-to-day financial operations?

Financial Executives often juggle the demands of long-term strategic planning—such as forecasting, investment decisions, and risk management—while overseeing routine financial operations like budgeting, reporting, and compliance. One common challenge is allocating enough time and resources to both areas without compromising accuracy or strategic impact. They must also ensure their teams are well-coordinated and that communication flows smoothly between departments, especially when implementing new financial systems or responding to regulatory changes. Successfully managing these responsibilities requires strong leadership, prioritization skills, and a proactive approach to problem-solving.

What is the difference between Financial Executive vs Financial Analyst?

AspectFinancial ExecutiveFinancial Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; often advanced degrees or certifications like CFA or CPAUsually holds a bachelor's degree in finance, accounting, or economics; some roles may require or prefer CFA or CPA
Work EnvironmentSenior management settings, strategic planning, decision-making rolesOffice environment, data analysis, reporting, and financial modeling
Employer & Industry UsageUsed in corporate, banking, investment firms, and large organizationsCommon in corporations, consulting firms, and financial services

Financial Executives focus on strategic financial management and decision-making at a high level, while Financial Analysts primarily analyze data, prepare reports, and support financial planning. Both roles require strong financial credentials, but Financial Executives operate at a senior level with broader responsibilities.

What are the most commonly searched types of Financial jobs in Puerto Rico?

The most popular types of Financial jobs in Puerto Rico are:

Infographic showing various Financial Executive job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution.

Account Executive II

Medimpact

San Juan, PR • On-site

$102.26 - $178.96/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Key responsibilities

  • Develop and lead client-specific strategic, financial, and business relationship plans.

  • Ensure deliverables are completed on time, within budget, and meet quality standards.

  • Manage client relationships, support client business planning, and participate in implementation and strategic meetings.


MedImpact Healthcare Systems rating

8.9

Company rating: 8.9 out of 10

Based on 13 frontline employees who took The Breakroom Quiz


Job description

## Account Executive IIApplylocations: Remotetime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR102694### Exemption Status:United States of America (Exempt)### $102,260 - $140,608 - $178,955“Pay scale information is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any selected candidate or employee, which is always dependent on actual experience, education, qualifications, and other factors. A full review of our comprehensive pay and benefits will be discussed at the offer stage with the selected candidate.”This position is not eligible for Sponsorship.MedImpact Healthcare Systems, Inc. is looking for extraordinary people to join our team!Why join MedImpact? Because our success is dependent on you; innovative professionals with top notch skills who thrive on opportunity, high performance, and teamwork. We look for individuals who want to work on a team that cares about making a difference in the value of healthcare.At MedImpact, we deliver leading edge pharmaceutical and technology related solutions that dramatically improve the value of health care. We provide superior outcomes to those we serve through innovative products, systems, and services that provide transparency and promote choice in decision making. Our vision is to set the standard in providing solutions that optimize satisfaction, service, cost, and quality in the healthcare industry. We are the premier Pharmacy Benefits Management solution!# **Job Description****Summary**The Account Executive II is responsible for the success of the overall client business relationship of a high-touch book of business that includes complex, strategic, and other key revenue generating clients. As a leader, the Account Executive provides proactive and strategic support for achieving 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 oversight and exhibiting a track record of achieving exceptional results, this position ensures ongoing client satisfaction and effectively leads the client team to achieve service, revenue, and product goals as identified in client strategic plans.**Essential Duties and Responsibilities** include the following. Other duties may be assigned.·Develop and lead client specific strategic, financial and business relationship plans that encompass client goals, performance expectations, new products/programs, and growth in claims volume/profitability.·Consistently ensure that deliverables are on time, within budget, and meet the quality levels expected by MedImpact internal and external customers.·Optimize potential for sustainable growth and profitability for assigned book of business. Achieve financial targets for assigned book of business.·Develop and maintain solid business relationships with clients at the executive level and with critical decision-makers within the client organization.* Utilize financial and pricing models to analyze and present business scenarios to clients that illustrate different options to grow the business.* Influence client decisions through analytic reports, industry trends, and other facts that demonstrate MedImpact as an expert in our market.* Organize and lead client business planning meetings, financial performance reviews, leadership summits, as well as internal strategy planning meetings.* Collaborate with internal leaders and staff throughout the organization to solve problems, plan successful outcomes, and implement new clients and programs.* Demonstrate ability to manage challenging situations in a positive and constructive manner that comports with MedImpact’s mission, vision, and values.* Provide oversight of projects and client initiatives and assist in the interpretation and context of client requests.* Provide regular feedback of strategic plan performance and outcomes to MedImpact leadership to ensure that service and growth opportunities are maximized and incorporated into the organizational strategic planning process.* Participate in and support the implementation process for new clients and new client programs, including collaboration with Sales, Marketing, Implementation, Contracting and other areas of the company.* Participate in internal sales, product development, and strategic executive meetings, taking an active role to represent the voice of the customer and informing the strategic direction of the enterprise.**Supervisory Responsibilities** No supervisory responsibilities **Client Responsibilities**This is an internal and external client facing position that requires excellent customer service skills and interpersonal communication skills (listening/verbal/written). One must be able to; manage difficult or emotional client situations; Respond promptly to client needs; Solicit client feedback to improve service; Respond to requests for service and assistance from clients; Meet commitments to clients.**Qualifications**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.**Education and/or Experience**BS/BA and 9+ years’ experience or equivalent combination of education and experience, and 6 years' of SME in respective areas.**Computer Skills**Intermediate to advanced knowledge of MS/ Word, Excel, PowerPoint and Outlook to create complex documents, manage schedules, and analyze data.Experienced business user of multiple software applications/processing systems.Demonstrated proficiency of key internal business applications associated with the position within six (6) months of active employment in the role, such as MedOptimize.**Other Skills and Abilities*** Fluency in English and Spanish is required.* Must reside in Puerto Rico and be able to travel to San Juan office 2-3 days a week.* Ability to prioritize and handle multiple tasks in a demanding work environment.* Previous management experience or experience directing a high performing organization with a track record of contributing to and responsibility for product, program, and company success.* Ability to maintain a high degree of confidentiality using, tact, discretion, and professionalism in all aspects of the job.* Strong attention to detail and follow-through skills.* Ability to gather business requirements and client specifications.**Reasoning Ability** * Ability to define problems, collect data, establish facts, and draw valid conclusions.* Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.**Mathematical Skills** * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.* Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.**Language Skills*** Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. * Ability to respond effectively to the most sensitive inquiries or complaints.**Competencies** To perform the job successfully, an individual should demonstrate the following competencies:ComposureDecision QualityOrganizational AgilityProblem SolvingCustomer FocusDrive for ResultsPeer RelationsTime ManagementDealing with AmbiguityLearning on the FlyPolitical Savvy**Physical Demands**The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is regularly required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Ability to maintain clear near visual acuity at approximately 20 inches or less (i.e., “close vision”) to accurately read fine print, view computer screens, and handle small objects. Requires adequate color vision and depth perception to support safety and precision in detail-oriented tasks.**Work** **Environment**The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.This position may regularly be exposed to or encounter moving mechanical parts, high, precarious places, fumes or airborne particles, toxic or caustic chemicals, outdoor weather conditions, risk of electrical shock or vibration. The noise level in the work environment is usually moderate (examples: business office with computers and printers, light traffic).**Work Location**This position must work on-site at the San Diego Headquarters (or other company location) for purposes of providing adequate support to internal clients; being available for face-to-face interactions and coordination of work with other employees, colleagues, clients, or vendors; as well as for facilitation of quick and effective decisions through collaboration with stakeholders. Periodic scheduled remote work may be permitted as allowed under the department’s policy and with management approval.**Working Hours**This is an exempt level position requiring the incumbent to work the hours required to fully accomplish job responsibilities and reasonably meet deadlines for work deliverables. The individual must have the flexibility to work beyond traditional hours and be able to work nights, weekends or on holidays as required. Work hours may be changed from time to time to meet the needs of the business. Typical core business hours are Monday through Friday from 8:00am to 5:00pm.**Travel**This position requires domestic travel of up to 25% of the time.# **The Perks:*** Medical / Dental / Vision / Wellness Programs* Paid Time Off / Company Paid Holidays* Incentive Compensation* 401K with Company match* Life and Disability Insurance* Tuition Reimbursement* Employee Referral BonusTo explore all that MedImpact has to offer, and the greatness you can bring to our teams, please submit your resume to www.medimpact.com/careers #J-18808-Ljbffr

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