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Professional Financial Jobs in Puerto Rico (NOW HIRING)

Pharmpix

PR · On-site

PBMs, health plans, or healthcare financial operations PROFESSIONAL COMPETENCIES Knowledge: * Fully Bilingual English and Spanish * Strong proficiency in Microsoft Excel * PowerBI * Basic SQL ...

Pharmpix

PR · On-site

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.

Deca Analytics

Junior Financial Associate

San Juan, PR · On-site

This is an ideal opportunity for recent graduates or early-career professionals interested in developing a strong foundation in financial analysis and transaction advisory. You will work under the ...

Deca Analytics

Junior Financial Associate

San Juan, PR · On-site

This is an ideal opportunity for recent graduates or early-career professionals interested in developing a strong foundation in financial analysis and transaction advisory. You will work under the ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

  • Medical

  • Retirement

Professional certification such as CFA or CPA. * Experience with financial software and tools, such as Excel, QuickBooks, or SAP. * Prior experience in investment banking is prioritized. Ideal ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

  • Medical

  • Retirement

Professional certification such as CFA or CPA. * Experience with financial software and tools, such as Excel, QuickBooks, or SAP. * Prior experience in investment banking is prioritized. Ideal ...

Para la Naturaleza

PR · On-site

... professional-level financial and administrative functions , supporting data analysis, reporting, and operational decision-making. The Analyst plays a key role in budget management, financial tracking ...

Connecticut State Community College

PR · On-site

$100K/yr

  • Medical

  • Retirement

Community College Professional 21, 12-month, tenure track position Employment Type: Standard Hours ... Position Summary The Director of Financial Aid, Operations and Outreach supports the Associate Vice ...

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Professional Financial information

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

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 cities in Puerto Rico are hiring for Professional Financial jobs?

Cities in Puerto Rico with the most Professional Financial job openings:

Professional Financial jobs near you

Financial Analyst

Pharmpix

PR • On-site

Full-time

Re-posted 27 days ago

Job description

POSITION SUMMARY

The Rebates Financial Analyst is responsible for preparing rebate submissions, validating claims data, tracking manufacturer payments, and supporting financial reconciliation and client reporting.


ESSENTIAL ROLES AND RESPONSIBILITIES

Rebate Operations & Administration

  • Prepare manufacturer rebate submissions and supporting data files
  • Validate eligible claims against rebate contract requirements
  • Track submission timelines and manufacturer or intermediaries’ payment status
  • Investigate and resolve discrepancies related to utilization, eligibility, or payment amounts
  • Maintain rebate documentation and audit trails


Data Analysis & Validation

  • Reconcile expected versus received rebate payments
  • Perform trend and variance analyses to identify payment issues
  • Validate data inputs for completeness and accuracy prior to submission
  • Support ad hoc rebate analyses requested by Finance or Management


Financial & Close Support

  • Assist with rebate receivable and payable calculations and true‑ups
  • Support month‑end and quarter‑end close activities
  • Provide data and explanations for finance and accounting teams
  • Help ensure rebate data aligns with financial reporting and internal controls


Client Reporting & Audit Support

  • Assist in preparing client rebate reports (earned, paid, owed)
  • Support responses to client rebate inquiries and audits
  • Compile documentation requested during internal or external reviews
  • Ensure outputs align with client contractual terms


Process Documentation & Improvement

  • Maintain and update standard operating procedures (SOPs)
  • Identify opportunities to improve data accuracy, efficiency, or automation
  • Support system testing or process changes as needed

TRAINING & EDUCATION

  • Bachelor’s degree in finance, Accounting, Business, Economics, Analytics, or related field

PROFESSIONAL EXPERIENCE

  • 2–4 years of experience in healthcare operations, rebates, finance, or data analysis
  • Experience working with:
    • Manufacturer rebates or chargeback processes
    • PBMs, health plans, or healthcare financial operations

PROFESSIONAL COMPETENCIES

Knowledge:

  • Fully Bilingual English and Spanish
  • Strong proficiency in Microsoft Excel
  • PowerBI
  • Basic SQL knowledge and Access
  • Financial Analysis
  • Budgeting
  • Accounting Closing Cycle Process

Skills:

  • Analytical and problem‑solving mindset
  • Proven attention to detail and ability to work with large data sets
  • High accuracy and data integrity focus
  • Ability to follow complex contractual rules
  • Clear written and verbal communication
  • Comfortable working in a small‑team, fast‑paced environment
  • Ability to balance routine work with ad hoc requests

PHYSICAL AND MENTAL 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. While performing the duties of this job, the employee is regularly required to talk or hear, sitting, standing and walking.
  • The position requires that weight be lifted, and force be exerted up to 25 pounds.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the 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