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ProAssets LLC

Financial Planning Analyst

Certificates : Evidencia de estudios (Mandatory)

Division/Department : Finanzas

Skills : Interpersonal skills, Strategic planning, Problem solving, Flexibility, Decision making, Project management, Persuasion skills, Goal orientation, Leadership, Judgement, Stress management, Attention to detail, Customer satisfaction, Initiative, Work ethic, Planning, Communication, Multitasking, Teamwork, Participative leadership

Experience : 3 Years

Reports to :

Shift type : FullTime   |  Salary type : Exempt

  

5 months ago

Date : 06/11/2025

Job Description :

Job Title: Financial Planning Analyst

Location: Carolina, PR

Summary: Create and monitor operating budgets for achieving organizational objectives. Make recommendations to create, design, and implement financial analysis to support in the decision-making process. Prepare dashboard designs and other similar tools for day to day business metrics.

Requirements:
  • Bachelor's degree in Finance.
  • Three years of related experience.
  • Fully bilingual (English and Spanish, oral and written).
  • Proven proficiency in spreadsheets, databases, and financial software applications.
Essential Functions:
  • Analyzes current and past financial data and performance.
  • Prepares reports and projections based on analysis.
  • Created predictive financial models based on analyses to support organizational decision-making.
  • Reviews financial information and forecasts.
  • Prepares and develops the budget/forecasting process of the company.

EEOC