POSITION PURPOSE:
Under direct Finance VP supervision, lead the Finance Transformation Program, including, but not limited to, driving improvements in reporting, budgeting, and planning processes; implementing efficiency and productivity initiatives across all finance functions; advancing data modeling and analytics capabilities in collaboration with the Data & Analytics (D&A) team; standardizing financial processes across the organization; enhancing management reporting; and providing executive decision-support insights. This role will serve as a key contributor to the Finance AI adoption journey, helping transform the Finance organization into a digital-driven function.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
- Lead and coordinate the Finance Transformation Program, ensuring initiatives are aligned with strategic business objectives and finance priorities.
- Identify, evaluate, and implement opportunities to improve finance processes, controls, and operating efficiency across FP&A, Accounting, Treasury, Finance Operations, Controllership and other finance functions.
- Drive continuous improvement initiatives focused on automation, simplification, productivity enhancement, and cost optimization.
- Support the redesign and standardization of finance processes, policies, and reporting frameworks across the organization.
- Enhance management reporting packages for executive leadership and Board-level audiences.
- Analyze financial and operational performance trends, identifying risks, opportunities, and recommendations for management action.
- Partner with the Data & Analytics (D&A) team to advance finance data architecture, reporting capabilities, and analytical solutions.
- Act as a key contributor to the Finance AI adoption strategy and digital transformation roadmap.
Qualifications
- Bachelor Degree in Accounting, Economy or Business Administration.
- MBA, master’s degree in finance, Business Analytics, Data Science, or related discipline preferred but not exclusive
- Solid 5 years growing experience in financial planning, accounting, or Big four auditing company.
- Preferred knowledge/Experience with Insurance companies
- Strong experience with Power BI, Tableau, Phyton or other business intelligence and visualization tools.
- Working knowledge of SQL, database structures, and data analytics methodologies.
- Experience with ERP, planning, and reporting systems such as Workday Adaptive Planning, Oracle, SAP, Hyperion, Anaplan or similar platforms.
- Competency with financial data modelling
- Ability to manage multiple projects and prioritize tasks, coordinate and meet various deadlines
- Ability to maintain confidentiality and integrity
- Demonstrate initiative, flexibility and ability to drive and embrace change
- Strong process improvement mindset
- Demonstrate a commitment to personal development
- English & Spanish proficiency preferred.
Skills Required
- Bachelor’s degree in Accounting, Economics, or Business Administration
- Five years of progressive experience in financial planning, accounting, or Big Four auditing
- Strong experience with Power BI, Tableau, Python, or comparable business intelligence and visualization tools
- Working knowledge of SQL, database structures, and data analytics methodologies
- MBA or master’s degree in Finance, Business Analytics, Data Science, or related discipline
- Knowledge or experience with insurance companies
What We Do
Best Doctors Insurance is the leading international health insurance company in Latin America, the Caribbean and Canada. At Best Doctors Insurance we have a clear vision: to help our members connect with the very best healthcare, with access to the best-quality hospitals and specialized centers around the world. Best Doctors Insurance offers top-quality medical insurance plans; each carefully designed to deliver a full range of exclusive benefits and services for our members. The result? Our members can be certain they have the best health insurance plan that will help them, not only by paying the medical expenses but also guiding them through the complexities of the health care system when they need medical care. At Best Doctors Insurance, we are proud to contribute to better health—and better lives.
