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TPIS

FINANCIAL ANALYST

TPIS Guaynabo, Puerto Rico, United States · $55K–$65K/yr

Education Administration Programs · 11-50 employees

Sep 09
financial-analyst Senior (5-10 yrs) Full-time United States
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About the role

The Financial Analyst assists in corporate budgeting, financial planning, and month-end closing processes. They are also responsible for developing financial models, analyzing business trends, and preparing reports for management and customers.

What they look for

Financial Analysis Budgeting Accounting Closing Cycle Cost Accounting SQL Access Excel PowerBI Analytical Skills Presentation Skills Communication Skills Time Management Organizational Skills Attention To Detail Research Skills Data Analysis

Requirements

Candidates must hold a Bachelor's degree in Accounting or Finance with at least 5 years of professional experience. A CPA or CMA certification and an MBA are preferred qualifications.

Full description

POSITION SUMMARY

The Financial Analyst reports to the Sr. Budget & Financial Manager and is responsible for assisting in the financial planning, budgeting, financial analysis and month-end closing for the company.

ESSENTIAL ROLES AND RESPONSIBILITIES

  • Asist in the preparation of annual corporate budgets and forecasts.
  • Assist in the development of models to compare actual results with budgets.
  • Identifying trends in financial performance and provide recommendations for improvement.
  • Assist in the preparation of financial analysis and pricing models upon management request.
  • Provide support as needed during the monthly accounting closing cycle.
  • Assist in the preparation of Financial Statements reporting.
  • Prepare reports, analysis and presentations requested by customers and management.
  • Gather information necessary to prepare project viability comparison analysis.
  • Assist in the coordination with IT department the creation and validation of different reports required by management to analyze business trends and activities.
  • Reconciles transactions by comparing and correcting data, drug cost control and reporting.
  • Maintains financial security by following internal controls.
  • Maintains all financial/operations information confidential.
  • Any other duties as assigned.
  • Support all Quality Management Program Initiatives.

TRAINING & EDUCATION

  • BBA major in Accounting or Finance
  • MBA preferred but not required

LICENSURE / CERTIFICATION

  • Certified Public Accountant (CPA) or Certified Managerial Accountant (CMA) (preferred)

PROFESSIONAL EXPERIENCE

Minimum 5 years’ experience in financial analysis, budgeting, and accounting closing cycle.

PROFESSIONAL COMPETENCIES

Knowledge:

  • Fully Bilingual English and Spanish
  • Financial Analysis
  • Budgeting
  • Accounting Closing Cycle Process
  • Cost Accounting knowledge
  • Basic SQL knowledge and Access
  • Office 365, mainly Excel
  • PowerBI

Skills:

  • Strong analytical skills
  • Great presentation skills
  • Good oral and written communication skills
  • Excellent time management and organizational skills
  • Attention to detail.
  • Research Skills
  • Accurate Data Analysis Skills

Ability:

  • Ability to multitask and meet constant deadlines.
  • Adaptability to changing structures and situations.

TPIS is an Equal Employment Opportunity Employer Minorities / Females / Disable / Veterans

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