Financial Planning & Analysis Senior Specialist

Job Description

Join our team and contribute to our mission! As an Financial Planning & Analysis Senior Specialist, you will play a pivotal role within the local Finance organization in Puerto Rico by acting as the primary financial contact and partner to the Puerto Rico business units. This role bridges detailed financial planning, analysis, and reporting with business insights to support decision-making and drive business performance.

• Coordinate the annual budgeting and periodic forecasting process for our portfolios, partnering directly with Business Units.
• Validate and consolidate forecast inputs including sales volumes, pricing, expenses, and headcount.
• Ensure alignment of Puerto Rico financial plans with overall company targets and regional guidelines.
• Support scenario analysis and re-forecasting as business conditions evolve.
• Support consolidation and preparation of expense profile for Puerto Rico.
• Provide financial analysis (profitability, cost drivers, variance analysis) to Business Units stakeholders to support strategic and operational decisions.
• Provide business insights and recommendations to Business Units in day-to-day process and key business transactions.
• Prepare and present regular financial reports and dashboards tailored to Business Units needs.
• Support business case evaluations and ad hoc financial projects related to Business Units initiatives.
• Collaborate with local Finance, Regional Financial Planning & Analysis, and other stakeholders to standardize and improve Business Units financial processes and reporting.
• Identify opportunities to enhance forecasting accuracy, reporting efficiency, and data integrity within the Business Units.
• Share best practices and leverage regional tools and systems to optimize Financial Planning & Analysis activities.
• Participate in cross-functional projects impacting Puerto Rico business performance.
• Stay informed on industry trends, regulatory changes, and accounting standards relevant to Pharma Products and incorporate these into financial planning and reporting.
• Support month-end close activities and mid-month sales estimates as needed.

• Bachelor’s degree in Finance or Accounting.
• Five (5) or more years of experience in Financial Planning & Analysis, preferably within the pharmaceutical or healthcare industry.
• Experience with forecast end to end process, from Demand Planning/Revenue Generation, Expense Management, Monitor Performance, Management Presentation, and Management Interaction in the day to day basis.
• Proven track record as a finance business partner supporting commercial or therapeutic area teams.
• Strong financial modeling, forecasting, and analytical skills with advanced Excel proficiency.
• Experience with financial systems such as SAP, Business Planning and Consolidation, Local Planning Tool, PowerBI, or similar planning/reporting tools.
• Excellent communication and presentation skills, able to convey complex financial concepts to non-finance stakeholders.
• Strong business acumen with a deep understanding of key financial drivers in the pharmaceutical industry.
• Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.
• Proficiency in Spanish and English, oral and written.
• Collaborative mindset with the ability to influence and build relationships across functions.
• Proactive problem solver with a continuous improvement mindset.
• Ability to work independently and as part of a team.
• Resilient and adaptable to change.
• Strong stakeholder management and interpersonal skills.
• Preferred MBA degree and/or CPA.

• Adaptability, Adaptability, Budgeting, Budget Management, Budget Projections, Business Acumen, Business Case Development, Business Decisions, Cash Management, Corporate Financial Planning and Analysis (FP&A), Data Visualization, Decision Management, Enterprise Reporting, Financial Acumen, Financial Analysis, Financial Budgeting, Financial Modeling, Financial Planning, Forecasting Models, Forecast Management, Generally Accepted Accounting Principles (GAAP), Management Controls, Market Trends, Preparation of Financial Reports, Quantitative Abilities {+ 9 more}

Our company is committed to inclusion, ensuring that candidates can engage in a hiring process that exhibits their true capabilities.

As an Equal Employment Opportunity Employer, we provide equal opportunities to all employees and applicants for employment and prohibit discrimination on the basis of race, color, age,…