San Juan, San Juan, Puerto Rico

Executive Director (Financial)

 Job Description:

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Consulting Firm

The ideal candidate should have experience in investments, financial planning, and strategic and operating performance on wealth management.

What you will do:

  • Business acumen to provide financial strategy recommendations of short- and long-term financial goals
  • Provide financial services management tailored to different needs
  • Develop comprehensive financial planning analysis, cash management strategies, ensuring proper resource allocation.
  • Recommendations for financial activities, risk management strategies, cash management, taxes, investment, insurance, and overall wealth management initiatives.
  • Advise on financial opportunities.
  • Provide Financial Planning Programs including investment portfolios, insurance, tax planning


  • Overall understanding of business financials
  • Supervisory experience
  • 10 plus years of experience in financial planning, financial management or Directors equivalent experience


  • Bachelor degree in business, accounting, or finance.
  • MBA Preferred
  • CPA and or CFP certifications preferred.

Knowledge, Skills, and Abilities:

  • Knowledge of accounting, finance, financial planning and wealth management.
  • Strong strategic and business acumen