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Remote Finance Director Jobs in Puerto Rico (NOW HIRING)

Financial Planner, Puerto Rico

San Juan, PR · Remote

$74K - $100K/yr

This role is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning. Key Responsibilities * Meet and engage with clients remotely over video, chat and email to give ...

This is a field-based/remote position. Candidates can reside in Newport News, Hampton, Norfolk ... Manage financial and revenue growth, operations, and labor management, contract management, and ...

This is a field-based/remote position. Candidates can reside in Newport News, Hampton, Norfolk ... Manage financial and revenue growth, operations, and labor management, contract management, and ...

This is a field-based/remote position. Candidates can reside in Newport News, Hampton, Norfolk ... Manage financial and revenue growth, operations, and labor management, contract management, and ...

This is a field-based/remote position. Candidates can reside in Newport News, Hampton, Norfolk ... Manage financial and revenue growth, operations, and labor management, contract management, and ...

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Remote Finance Director information

What are the key skills and qualifications needed to thrive as a Remote Finance Director, and why are they important?

To thrive as a Remote Finance Director, you need deep expertise in financial strategy, budgeting, forecasting, and a degree in finance, accounting, or a related field—often accompanied by a CPA, CFA, or MBA. Proficiency with financial management systems such as SAP, Oracle, QuickBooks, and advanced Excel skills is typically required. Exceptional leadership, communication, and problem-solving abilities help you guide remote teams and collaborate across departments. These skills ensure effective financial oversight, strategic decision-making, and smooth remote operations in a complex business environment.

What is the difference between Remote Finance Director vs Remote Financial Analyst?

AspectRemote Finance DirectorRemote Financial Analyst
Required CredentialsCPA, CFA, or MBA often preferredBachelor's degree in finance, accounting, or related field
Work EnvironmentStrategic leadership, executive decision-makingData analysis, financial modeling, reporting
Employer & Industry UsageCorporate, large organizations, finance departmentsInvestment firms, banks, corporate finance teams
Common Search & ComparisonYesYes

The Remote Finance Director focuses on strategic financial leadership, overseeing budgets, financial planning, and high-level decision-making. In contrast, the Remote Financial Analyst primarily conducts data analysis, financial modeling, and reporting to support business decisions. While both roles require strong financial credentials, the Director role is more senior and strategic, whereas the Analyst role is more technical and operational.

How do Remote Finance Directors typically collaborate with other departments given the virtual work environment?

Remote Finance Directors often rely on regular virtual meetings, collaborative financial planning tools, and cloud-based reporting systems to maintain close coordination with other teams such as operations, HR, and executive leadership. Clear communication and proactive scheduling are key to ensuring alignment on budgeting, forecasting, and compliance matters. Many organizations also encourage Finance Directors to participate in cross-functional project teams and virtual strategy sessions, which helps foster strong working relationships and a shared understanding of business goals.

What does a Remote Finance Director do?

A Remote Finance Director oversees an organization's financial operations and strategy while working from a location outside the traditional office. Their responsibilities include managing budgets, forecasting financial performance, ensuring regulatory compliance, and providing strategic recommendations to senior leadership. They collaborate with other departments virtually, supervise finance teams, and often implement financial systems and controls. Remote Finance Directors leverage digital tools to maintain communication and workflow, ensuring the company's financial health regardless of their physical location.
What are the most commonly searched types of Remote Finance jobs in Puerto Rico? The most popular types of Remote Finance jobs in Puerto Rico are:
What job categories do people searching Remote Finance Director jobs in Puerto Rico look for? The top searched job categories for Remote Finance Director jobs in Puerto Rico are:
Financial Planner, Puerto Rico

Financial Planner, Puerto Rico

LearnLux

San Juan, PR • Remote

$74K - $100K/yr

Full-time

Retirement

Posted 20 days ago


Job description

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.

We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.

About the Role

LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.

This role is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning.

Key Responsibilities
  • Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
  • Advise on and adapt the LearnLux methodology to financial planning topics relevant in Puerto Rico
  • Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
  • Become an expert on our client's benefit plans so you can act as an extension of their team during open enrollment
  • Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
  • Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You Should Have
  • An active Certified Financial Planner (CFP) designation is required for this role
  • Fluent English and Spanish - written and spoken
  • Passion for educating individuals to take control and invest in their financial future
  • Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
  • Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice to haves
  • Startup and/or Fintech experience
  • Experience creating presentations and presenting to large audiences
Closing

LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. We're excited to speak with you about joining our team!