Top 42 Financial consultant Jobs in Caguas Pr

Financial Consultant
Elevance Health —San Juan, PR
- Weekends as needed
- Hybrid work
- CPA
- Bachelor of Science
- Research
- Employee stock purchase plan
- Paid holidays
4d
Compliance Officer & AML Analyst
AGC Consulting —San Juan, PR
- Spanish
- English
- Mid-level
Quick Apply
Tax Manager - Federal / Corporate Tax
Deloitte —San Juan, PR
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Writing skills
Tax Manager - Real Estate
Deloitte —San Juan, PR
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Business development experience
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
Quick Apply
Partnership Executive/Investment Sales & Business Advisor
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development experience
- Presentation skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Regional Vice President of Sales
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (North Central)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (South Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Lower Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Pacific)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Upper Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
1d

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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 - $125,000 a year

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Financial Consultant

Elevance Health -
San Juan, PR

Apply Now

Job Details

Full-time
4 days ago

Benefits

Employee stock purchase plan
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Foreign language proficiency
Financial forecasting
Master's degree in business administration
Preparation of internal financial performance reports
Master's degree in business
CPA
Financial model construction
Financial model development
Bachelor's degree in finance
Expense management
Bachelor of Science
Business analysis
Leading financial planning
Research
Mid-level
Business consulting
3 years
Finance
Budget forecasting
Economic analysis
Managing budgets in a finance role
Bachelor's degree
Managing financial analysis teams
Staff training
Certified Management Accountant
Financial strategy recommendations
Data interpretation
Accounting and finance experience
Financial accounting
Presentation preparation

Full Job Description

Financial Consultant

Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. This position will be based at the following location: PR-SAN JUAN, TORRE CHARDON BUILDING, 350 AV. CARLOS E. CHARDON, SUITES 325, 500 & 610.

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.

Schedule: This position will work a first shift, Monday through Friday. Additional hours, including weekends or holidays, may be required based on operational needs.

MMM Holdings, LLC is a company that provides Medicare Advantage and Medicaid plans in Puerto Rico. Currently, MMM Holdings, LLC operates in Puerto Rico under Elevance Health, Inc. a leading health company dedicated to improving the quality of life of communities in the United States. Through its affiliated companies, they serve more than 118 million people.

The Financial Consultant is responsible for reviewing and preparing interpretation of historical financial data, financial projections, and results. Performs consulting services to support business development studies, economic evaluation, and planning functions.

How You Will Make an Impact

Primary duties may include, but are not limited to:

Identifies complex financial problems or issues, researches solutions, and implements corrective steps to achieve higher level of efficiency.
Advises management of various financial models and recommendations.
Prepares complex presentations.
Prepares financial planning, financial section of annual and quarterly reports to shareholders, applicable government reports, and budget reports. Is used as a resource by staff or outside departments.
Manages an administrative expense and maintains more than 50 cost centers.
This role will help oversee spend at that cost center level, support FP&A analysis for operating expenses and work with cost center managers to track, analyze and maintain their spend within budget.
This role will also support processes around identifying and tracking cost saving initiatives and opportunities.
Trains and reviews the work of lower level Financial Analysts.

Minimum Requirements:

Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities and Experiences:

MBA, CPA, or CMA preferred.
Fully Bilingual (English & Spanish). Must be able to write, read and speak both languages in a proficiency level.
Previous experience managing budget forecasts and providing variance explanations is preferred.

If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a `sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed.

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact [email protected] assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act

Apply Now

Refine Your Search

financial consultant jobs in caguas pr

Financial Consultant

Compliance Officer & AML Analyst

Tax Manager - Federal / Corporate Tax

Tax Manager - Real Estate

Remote Financial Advisor

Registered Representative - State Farm Agent Team Member

Partnership Executive/Investment Sales & Business Advisor

Regional Vice President of Sales

Regional Vice President of Sales (North Central)

Regional Vice President of Sales (South Atlantic)

Regional Vice President of Sales (Lower Midwest)

Regional Vice President of Sales (Southeast)

Regional Vice President of Sales (Central Gulf)

Regional Vice President of Sales (Pacific)

Regional Vice President of Sales (Great Lakes)

Regional Vice President of Sales (Mid-Atlantic)

Regional Vice President of Sales (Rust Belt)

Regional Vice President of Sales (Upper Midwest)

Regional Vice President of Sales (Northeast)

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