At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States and 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 communityGeneral Description:Help 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 Responsibilities:Business Activitiesstylelist:style:type:circle::Co: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 Planstylelist:style:type:circle::Monitor 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.:Budgetstylelist:style:type:circle::Lead 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.:Forecaststylelist:style:type:circle::Assist 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 Metricsstylelist:style:type:circle::Lead 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 DesignationExperience:Related experience of no less than 3 years required. A JD or MBA degree will comply with the experience requirement.Other Qualificationsstylemargin:bottom:2.0px::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
