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Date:  Jul 5, 2024

San Juan, PR

Company:  Popular
Workplace Type:  On-site

Business Analyst | Financial Insights 1

At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.


Are you ready for a rewarding career?

Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

General Description

  • Analyze and provide financial and accounting insight to support business annual plan, including budget. Monitor expense and income accounts to assure goal accomplishment. Manage, prepare and analyze profitability model results.

Essential Duties and Responsibilities

  • Analyze monthly costs and operational expenses and revenues against prior year and budget, providing explanations and business solutions to help mitigate risks.
  • Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budget.
  • Assist in annual Planning process to align Division’s strategic projects with Budget recommendations.
  • Identify over/under-budget areas of opportunity.
  • Manage reports and variance explanations to areas according to requests.
  • Perform investigations into requested invoices from the management team.
  • Conduct reviews and evaluations for cost- reduction opportunities.
  • Manage and analyze statistical data to provide accurate strategic recommendations.
  • Provide support to prepare financial results, forecast and incentive recommendations.


Supervisory Responsibilities:

This Job has no supervisory responsibilities but in special circumstances may lead the work of others.

Minimum Education

  • Bachelor’s degree in Business Administration with a major in Accounting, Finance; Industrial Engineering or related field.


  • At least two years related experience in one of the following: business analysis, budgeting process and monitoring, profitability, or data management.

Certifications / Licenses (Nice to have)

Business Analyst Certification
Microsoft Certified Professional (MCP)

Other Qualifications

  • Detail-oriented, organized, exceptional critical thinking and problem-solving skills.
  • Self-driven, agile, and able to work independently and on multiple engagements simultaneously.
  • Creative thinker and an outstanding storyteller.
  • Excellent written and verbal communication skills in English and Spanish.
  • Ability to present and interact with all levels of management including executive leadership.
  • Advanced proficiency in MS Office applications such as Word, Excel, Power Point and Access.
  • Proven experience with Power BI and Dashboards.


Analytical Discipline
Business Excellence
Change Agent
Collaboration & Teamwork
Self Development
Customer Centric

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.


If you have a disability and need assistance with the application process, please contact us This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.


As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.


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Popular is an Equal Opportunity Employer

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