Financial Planning Director

Published: May 28, 2021
Location
PR, Puerto Rico
Job Type
Job Code
23931
Years of Experience
10
Salary
$120K - $135K Base Salary. Commensurate with candidate experience plus performance bonus, stock options and excellent fringe benefits.
Travel
No
Education
Bachelor’s Degree
Contact
Clara Amiama
Contact Email
camiama@careersincpr.com

Description

Our Client, a leader in the Insurance Industry is hiring a Financial Planning Director. This position will be responsible for the development and implementation of the strategic initiatives.

RESPONSIBILITIES:

  • Provide management with relevant analysis and information to support the business decisions
  • Manage the annual budgeting process, collaborating with the business owners
  • Establish economic objectives for the Company
  • Outline Company financial position and performance
  • Participate in Executive meetings, prepare presentations and make recommendations of budgets
  • Financial modeling for short term forecast and long-term strategy models
  • Support evaluation of new projects and investment opportunities

Requirements

  • Bachelor’s Degree in Accounting and/or Finance
  • CPA, MBA & CFA preferred
  • Supervisory experience
  • Advance financial modeling skills
  • Advance Excel and Power Point
  • Strong experience in financial reports, analysis, budgets, forecast

Compensation: $120K - $135K Base Salary. Commensurate with candidate experience plus performance bonus, stock options and excellent fringe benefits.

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