Financial Analyst

Date: Jan 4, 2023

Location: San Juan, PR

Company: Popular

General Description

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

Essential Duties and Responsibilities

•    Support budgeting and forecasting activities. 
•    Support management on internal, external and regulatory audit requests.
•    Financial accounting and reporting for lease accounting transactions (ASC 842) and project accounting transactions.
•    Support the Corporate Real Estate Division in matters related to lease administration, project accounting, and fixed assets accounting, among others.
•    Evaluate special transactions or consultations received from the business units.
•    Identify issues as they arise, providing alternatives and collaborating in the decision-making process
•    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.
•    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.


Bachelor's Degree in Accounting or Finance


At least four years of related experience.

Certifications / Licenses

No certifications or license needed.

Other Qualifications

•    Knowledge of accounting principles
•    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.


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

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