- Cardinal Health (San Juan, PR)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... financial systems and safeguards the organization's assets. Financial Planning & Analysis provides...a strategic advisor to senior leadership on financial performance, planning , and decision-making. + Oversee… more
- Oriental Bank (San Juan, PR)
- The Advisor , Finance and Accounting lead data and financial analysis within the general accounting unit to ensure accurate profitability assessments and fund ... accounting. Serve as a key liaison between finance digitalization and FP&A ( Financial Planning & Analysis ), translating financial insights into automated… more
- Cardinal Health (San Juan, PR)
- …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX)...Project management tools (eg, Jira, MS Project) + Data analysis and reporting (Excel, Power BI) **_Soft Skills:_** +… more
- Banco Popular Puerto Rico (San Juan, PR)
- …set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of ... in Retail, Business Banking and Wealth Management to increase referrals. * Provides financial planning services by advising the customer on the advantages and… more
- Bausch + Lomb (San Juan, PR)
- …to continue leading the advancement of eye health in the future. The Executive Director of Financial Planning & Analysis (FP&A) will serve as a key strategic ... portfolio prioritization, and resource deployment. + Serve as trusted advisor on financial performance and operational efficiency....CPA preferred. + 15+ years of progressive experience in financial planning & analysis , with… more
- Humana (San Juan, PR)
- …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... modules for: + **Finance** : Headcount cost modeling, compensation planning , forecasting, scenario analysis . + **HR** :...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
- Evolent (San Juan, PR)
- …with Operations Finance, Client Finance, Talent, and other teams to align financial planning with business execution. * Synthesize complex financial ... part of a centralized corporate FP&A team focused on financial intelligence, analysis , and forecasting, with a...stakeholders at all levels. * Act as a strategic advisor , building trusted relationships with business leaders and providing… more
- FirstBank PR (San Juan, PR)
- CORPORATE REPORTING MANAGER Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on ... the daily activities related to the preparation and detailed review of financial reports required by regulatory agencies on a periodic basis (Federal Reserve,… more
- Deloitte (San Juan, PR)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (San Juan, PR)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Datavant (San Juan, PR)
- …services. The Director of Internal Audit will act as a trusted advisor to senior and executive leaders, and support communications to Datavant's executive ... This position is not focused on nor responsible for financial auditing or SOX financial reporting, but...and compliance risk assessment processes to develop data-driven audit planning and the development of audit risk universe +… more
- Deloitte (San Juan, PR)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- FirstBank PR (San Juan, PR)
- …a financial services company or comparable experience working as an advisor to a financial services company. Competencies + Supervisory, interpersonal ... + Policies Awareness training + Special Investigations (Forensic) + Root Cause Analysis Process + Performs special tasks in order to assist internal, external… more