Financial Analyst

Date: May 13, 2024

Location:

San Juan, PR

Company: Popular

Workplace Type:

Financial Analyst

Job Type

Full Time Opportunity

General Description

Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account corporate goals.

Essential Duties and Responsibilities

• Serve as back-up for Supervisors or Managers to ensure continuity of the daily work and to lead the team to achieve objectives, activities include:

o review variance explanations for Income Statement and/or Condition Statement accounts prepared by Seniors and/or Accountants

o review processes assigned to accountants eg. Journal entries approval,

o provide guidance in day-to-day activities to accountants and seniors, etc.

o provide limited support to them on certain supervisory responsibilities as needed during vacations, illness absences, special projects assignment,

o redistribute tasks when team member absences

o Main liaison between Management and Senior accountants and/or accountants to address situations, recommendations, changes implementation, etc. In coordination with the department manager, establish project plans to resolve any deviation.

• Create/develop/prepare and/or review special reports requested by Management, by other business units and/or by corporate comptroller.

• Participate, lead and support management in the analysis of accounting processes for new initiatives, new products, new processes, changes in accounting policies, business acquisitions, new services and/or changes to existing process. Lead and/or participate in related meetings. Act as the Unit Representative in meetings.

• Prepare and/or review Notes to Financial Statements

• Provide support to Senior accountants and accountants in the use of applications and/or systems tools, including their training and coaching.

• Support management by communicating priorities to team members, details on projects and other, as requested by the supervisor or manager.

• Participate, lead and support management in the analysis of accounting processes for new initiatives, new products, new processes, changes in accounting policies, business acquisitions, new services and/or changes to existing process. Lead and/or participate in related meetings. Act as the Unit Representative in meetings.

• Validate the correct accounting procedures are in place based on Popular Accounting Guidelines.

• Review and update processes to identify efficiencies. Prepare updated Unit procedures

• Timely communicate situations to the supervisor or manager.

• Develop strong customer relationships by active participation in meetings with the operations/business/accounting departments. Prepare and distribute meetings minutes and action plans.

• Lead and participate in visits to operational/business/accounting departments as internal training to obtain a better understanding of their processes and how they are related to our processes.

• All other task assigned by the management.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Education

Bachelor's Degree in Accounting

Experience

At least four years of experience working in Accounting

Other Qualifications

• Knowledge of accounting principles, ASU 842 (preferrable)

• Knowledge of Accounting for Leases

• Knowledge of General Ledger complete accounting cycle, accounting entries, analysis of subsidiaries, assist in the preparation of financial and related reports.

• Analytical ability to evaluate financial information.

• Able to integrate and apply accounting knowledge to the analysis of operational and financial processes.

• Able to prioritize, anticipate situations, identify problems, analyze their causes and resolve them in a timely and accurate manner.

• Able to work with minimal supervision and delivery dates, focused on achieving results through collaboration and teamwork.

• Able to lead and adapt to changes, learn new tasks and be able to work under pressure.

• Customer Centric: skills to maintain good relationships with clients, anticipate their needs, present alternatives to solve situations.

• Excellent communication skills in both English and Spanish, both oral and written.

• Systems Proficient. Skills in MS Windows (Excel, Word, Outlook, Power Point). SAP, S4H, etc.

Values

Passion for People

Succeed Together

Own Every Moment

Build the Future