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Finance Manager — Insurance & Investments

thehivecareers.co

San Juan
  • Trabajo remoto

Job Summary

The Finance Manager is responsible for managing the organization's financial operations, reporting, budgeting, forecasting, financial controls, and management analysis. In an insurance and investment environment, the role also supports investment accounting, portfolio reporting, capital management, regulatory compliance, and financial risk analysis.

Key Responsibilities

Manage day-to-day finance and accounting operations.

Lead budgeting, forecasting, financial planning, and variance analysis.

Prepare monthly, quarterly, and annual financial statements and management reports.

Monitor cash flow, liquidity, working capital, and financial performance.

Support investment accounting, portfolio valuation, and investment performance reporting.

Analyze investment income, expenses, returns, and risk-adjusted performance.

Support insurance-related financial reporting, reserves, premiums, claims, and regulatory requirements.

Maintain strong financial controls and ensure compliance with accounting policies and regulations.

Prepare financial models, business cases, and scenario analyses for management decision-making.

Support capital planning, solvency/capital adequacy analysis, and strategic financial initiatives.

Liaise with auditors, banks, regulators, investment managers, and other external stakeholders.

Identify opportunities for cost optimization and improved financial performance.

Lead, supervise, and develop finance team members.

Present financial insights and recommendations to senior management.

Ideal Candidate Profile

7–10+ years of finance/accounting experience.

Experience in insurance, banking, asset management, investment management, wealth management, or financial services preferred.

Strong experience in FP&A, financial reporting, budgeting, forecasting, and financial analysis.

Exposure to investment portfolios, investment accounting, capital markets, or treasury is highly desirable.

Strong Excel and financial modeling capabilities.

Experience with ERP/accounting systems and financial reporting tools.

Professional qualification such as ACCA, CA, CPA, CFA, CIMA, MBA Finance, or equivalent preferred.

Vacante publicada el 3 días atrás
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