Financial Analyst | Popular Insurance

Popular

Guaynabo, PR
Permanent
Full-time

1 month ago

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 DescriptionHelp empower results for the team by delivering innovative and effective solutions with an entrepreneurial and customer focus attitude. The position requires an inquisitive mind and a self-starter individual with a strong financial background to work on the assessment of the business plan to help forge a new future. We are focused on Sustainable Growth that delivers the best Customer Experience, Simplicity in our process and a talent pool that is Fit for the Future.Essential Duties and ResponsibilitiesBusiness ActivitiesCo-create management strategy presentations, as well as a series of business briefs and other financial communications as the Annual Report in collaboration with management.Prepare ad hoc financial analysis reports such as: forecast analysis, producer profitability analysis, product sales analysis, client analysis, growth opportunities analysis, benchmarking analysis.Periodically update the Insurance Business profitability model; analyze results and discuss findings and recommendations with management.Sales PlanMonitor the development, revision, and analysis of each line of business sales plan.Continuously review format and contents to secure a best-in-class Sales Plan Document.Support strategic projects including evaluation, planning, and monitoring.BudgetLead the preparation of budget guidance, meetings, critical path, and milestones.Support managers as liaison with the accounting unit in the preparation of the budget.Lead the monitoring of forecast monthly.ForecastAssist each manager in the development of financial modeling and forecasting.Assist and support financial and non-financial personnel regarding variance analysis.Communicate the financial conditions of lines of business and raise issues with recommendations when required.Peer Review and MetricsLead the development, consolidation, and monitoring of critical metrics.Assist and coordinate the preparation of the Marsh Berry PHP reports.Research best-in-class metrics for insurance programs in financial institutions.Supervisory Responsibilities:
This job has no supervisory responsibilities.Education

Bachelor's degree in business administration with concentration in Accounting and/or Finance; Engineering, Information Systems, or higher degree such as MBA or JD.

The following certifications and/or licenses are recommended yet not required:CPCU, CLU, CIC, or CRM DesignationExperienceRelated experience of no less than 3 years required. A JD or MBA degree will comply with the experience requirement.Other Qualifications

Excellent people skills and teamwork.
Dexterity to manage multiple tasks and responsibilities simultaneously without supervision.
Oral and written Communication in Spanish and English. Speaks clearly and persuasively in positive or negative situations; Demonstrates group presentation skills.
Collects, research and complements data; Synthesizes complex or diverse information
Demonstrates attention to detail; Generate creative solutions.
Identifies and resolves problems in a timely manner; Develops alternative solutions.
Proficiency in Word Processing, Presentations, Spreadsheet, Internet, other related software.
Demonstrate ability in project management, identification of business needs, work plan, time management, resource allocation, team management, and change management. Must demonstrate leadership, logic, and reasoning skills.

ValuesPassion for PeopleSucceed TogetherOwn Every MomentBuild the FutureAdditional RequirementsThe 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.If you are a California resident, please to learn more about your privacy rights..Popular is an Equal Opportunity EmployerLearn more about us at and keep updated with our latest job postings at .Connect with us!| | |

Popular

Apply Now