- Own the financial planning, budgeting, and forecasting processes for
Culligan Puerto Rico including management of risks and opportunities,
completion of variance analysis and preparation of quarterly business
presentations for the Culligan leadership team.
- Partner with the Sales, Customer Care, Service, and Supply Chain
leaders of the business to ensure achievement of the business’s
financial goals and identify risks and opportunities to manage volatility,
as necessary.
- Partner cross-functionally with peer leaders and regional/BU leadership
to optimize spend and drive cost savings.
- Develop and maintain financial models to evaluate business scenarios
and support strategic decision-making.
- Monitor KPIs and financial metrics, identifying trends, risks, and
actionable insights.
- Drive monthly accounting and close processes and ensure financials
are presented in accordance with applicable accounting guidance and
internal Culligan policy and prepare variance analysis for the Culligan
Puerto Rico and Culligan leadership team(s).
- Oversee preparation and timely filing of all required Puerto Rico tax
returns. Liaise with external advisors and auditors on tax planning and
filing matters.
- Oversee the end-to-end AP process, including invoice processing,
approvals, and payments.
- Oversee the billing function, including billing accuracy and customer
account monitoring.
- Own and oversee the preparation, review, and resolution of balance
sheet account reconciliations. Ensure all reconciliations are completed
accurately and in a timely manner each month.
- Drive continuous improvement in financial processes, reporting tools,
and data accuracy.
- Lead and mentor junior team members as needed.
- Support ad hoc strategic projects such as cost-benefit analyses, pricing
strategies, and investment evaluations, etc.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
(MBA or CPA strongly preferred)
- 8–10 years of progressive experience in Corporate Finance, FP&A, or a
related analytical or strategy function
- Strong understanding of Puerto Rico accounting principles and tax
regulations
- Proven ability to work cross-functionally and influence stakeholders
without direct authority
- Advanced proficiency in Microsoft Excel and financial modeling;
experience with FP&A tools (e.g., Hyperion) and ERP systems is a plus
- Strong business acumen, problem-solving skills, and attention to detail
- Excellent written and verbal communication skills, with the ability to
present complex information clearly
- Self-motivated, highly organized, and comfortable operating in a fastpaced environment