About the Role:
We are seeking a highly motivated and experienced Key Account Manager to join our team in the Finance industry. As a Key Account Manager, you will be responsible for maintaining and expanding relationships with our key and national accounts. Your main goal will be to achieve sales targets and ensure customer satisfaction. You will also be responsible for developing and implementing sales strategies, managing product launches, and overseeing distributor and company sales. Your success in this role will be measured by your ability to increase revenue and market share.
Minimum Qualifications:
Bachelor's degree in Business Administration, Sales, or related field5+ years of experience in Key Accounts, National Accounts, Regional Sales, or Territory SalesProven track record of achieving sales targets and increasing revenueExcellent communication, negotiation, and interpersonal skillsAbility to travel as neededPreferred Qualifications:
Experience in Large Account salesExperience in the Finance and Insurance industryMBA or advanced degree in Business AdministrationResponsibilities:
1. Client Relationship Management
Serve as the primary point of contact for assigned clients, ensuring regular, open, and effective communication.Build and maintain strong relationships with clients, understanding their unique needs and expectations.Address client inquiries, issues, and concerns promptly, coordinating solutions and follow-ups as needed.2. Project Coordination Across Divisions
Collaborate with different DECA service divisions (Foundational Level Services, Government Incentives, Ongoing Compliance, and Access to Capital) to manage and coordinate client projects.Ensure smooth handoffs and clear communication among team members involved in each client’s project.3. Timeline and Milestone Management
Oversee project timelines, milestones, and deadlines, making sure all deliverables meet or exceed client expectations.Identify potential delays or issues and work proactively with internal teams to resolve them, keeping clients informed throughout.4. Compliance and Regulatory Guidance
Stay informed on tax compliance, regulatory changes, and incentive opportunities specific to DECA’s client industries, particularly in Puerto Rico.Guide clients through compliance and regulatory requirements, including filing deadlines, R&D tax credit applications, and other financial compliance needs.5. Client Onboarding
Manage client onboarding to DECA’s processes, systems, and tools (such as Monday.com and Google Workplace), ensuring clients are set up for success.Provide resources on DECA’s services.6. Client Issue Resolution and Support
Identify and resolve client issues, escalating as needed to senior leadership or other departments.Maintain comprehensive records of client interactions and resolutions to ensure a cohesive service experience and document support history.7. Strategic Planning and Client Growth Support
Participate in strategic planning discussions, offering insights into client satisfaction, needs, and potential areas for service expansion.Support DECA’s growth by identifying client needs that align with new service opportunities or expanded offerings.8. Process Improvement and Reporting
Monitor and evaluate internal processes affecting client projects, identifying areas for improvement and collaborating on process optimizations.Track and report on client account performance metrics, including satisfaction scores, project completion rates, and compliance success, providing data-driven insights to leadership.9. Cross-Functional Collaboration
Collaborate with cross-functional teams to ensure an integrated approach to client service and achieve business objectives.Facilitate the flow of information between departments, ensuring all team members have the insights and updates they need to serve clients effectively.10. Documentation and System Updates
Maintain thorough documentation in client records, project timelines, and compliance reports to support accurate reporting and data retention.Update Monday.com, Google Calendar, and other relevant systems regularly with client-specific project status, deadlines, and notes.Skills:
As a Key Account Manager, you will utilize your strong communication, negotiation, and interpersonal skills to build and maintain relationships with key and national accounts. You will also use your strategic thinking and problem-solving skills to develop and implement sales strategies, manage product launches, and resolve any customer issues. Your ability to collaborate with cross-functional teams and travel as needed will be essential to achieving business objectives. Additionally, experience in Large Account sales and the Finance and Insurance industry will be beneficial in this role.
About the Role:
We are seeking a highly motivated and experienced Key Account Manager to join our team in the Finance industry. As a Key Account Manager, you will be responsible for maintaining and expanding relationships with our key and national accounts. Your main goal will be to achieve sales targets and ensure customer satisfaction. Your success in this role will be measured by your ability to increase revenue.
Minimum Qualifications:
Bachelor’s degree in Business Administration, Marketing, or a related business administration field. Experience: Prior 3-5 years experience experience in B2B client-relationship management, and project management. Proven ability to manage multiple projects simultaneously, while maintaining high client satisfaction.Language Proficiency: Effective verbal and written communication in both English and Spanish with the ability to convey complex ideas in a clear and concise manner. Bilingual candidates with proficiency in both English and Spanish will be given preference.Personal Attributes: Highly disciplined and organized individual with the ability to work under pressure and manage compressed timelines. Excellent communication and interpersonal skills are a must.Analytical Skills: Strong analytical abilities with a keen eye for detail.Technology Skills: Proficiency in project management tools. Comfortable with adopting new technologies to improve operational efficiency.Strong business acumen with the ability to understand complex client needs.Excellent communication and interpersonal skills.Ability to manage multiple projects and meet deadlines.Familiarity with compliance and regulatory frameworks is a plus.Proficient in project management tools such as Monday.com and Google Workplace.Preferred Qualifications:
3-5 years experience in Sales or Customer Success experience in the Finance and Insurance industryMBA or advanced degree in Business AdministrationResponsibilities:
1. Client Relationship Management
Serve as the primary point of contact for assigned clients, ensuring regular, open, and effective communication.Build and maintain strong relationships with clients, understanding their unique needs and expectations.Address client inquiries, issues, and concerns promptly, coordinating solutions and follow-ups as needed.2. Project Coordination Across Divisions
Collaborate with different DECA service divisions (Foundational Level Services, Government Incentives, Ongoing Compliance, and Access to Capital) to manage and coordinate client projects.Ensure smooth handoffs and clear communication among team members involved in each client’s project.3. Timeline and Milestone Management
Oversee project timelines, milestones, and deadlines, making sure all deliverables meet or exceed client expectations.Identify potential delays or issues and work proactively with internal teams to resolve them, keeping clients informed throughout.4. Compliance and Regulatory Guidance
Stay informed on tax compliance, regulatory changes, and incentive opportunities specific to DECA’s client industries, particularly in Puerto Rico.Guide clients through compliance and regulatory requirements, including filing deadlines, R&D tax credit applications, and other financial compliance needs.5. Client Onboarding
Manage client onboarding to DECA’s processes, systems, and tools (such as Monday.com and Google Workplace), ensuring clients are set up for success.Provide resources on DECA’s services.6. Client Issue Resolution and Support
Identify and resolve client issues, escalating as needed to senior leadership or other departments.Maintain comprehensive records of client interactions and resolutions to ensure a cohesive service experience and document support history.7. Strategic Planning and Client Growth Support
Participate in strategic planning discussions, offering insights into client satisfaction, needs, and potential areas for service expansion.Support DECA’s growth by identifying client needs that align with new service opportunities or expanded offerings.8. Process Improvement and Reporting
Monitor and evaluate internal processes affecting client projects, identifying areas for improvement and collaborating on process optimizations.Track and report on client account performance metrics, including satisfaction scores, project completion rates, and compliance success, providing data-driven insights to leadership.9. Cross-Functional Collaboration
Collaborate with cross-functional teams to ensure an integrated approach to client service and achieve business objectives.Facilitate the flow of information between departments, ensuring all team members have the insights and updates they need to serve clients effectively.10. Documentation and System Updates
Maintain thorough documentation in client records, project timelines, and compliance reports to support accurate reporting and data retention.Update Monday.com, Google Calendar, and other relevant systems regularly with client-specific project status, deadlines, and notes.Skills:
As a Key Account Manager, you will utilize your strong communication, negotiation, and interpersonal skills to build and maintain relationships with key and national accounts. You will also use your strategic thinking and problem-solving skills to develop and implement sales strategies, manage product launches, and resolve any customer issues. Your ability to collaborate with cross-functional teams and travel as needed will be essential to achieving business objectives. Additionally, experience in Large Account sales and the Finance and Insurance industry will be beneficial in this role.
Read LessDECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses.
Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.
Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.
Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.
About the Role:
The Human Resources Apprentice will play a crucial role in supporting the HR department within the finance and insurance industry. This position is designed to provide hands-on experience in various HR functions, particularly in recruitment and talent acquisition. The apprentice will assist in developing and implementing effective recruitment strategies to attract top talent, ensuring that the organization meets its staffing needs. Additionally, the role will involve engaging with candidates in both English and Spanish, enhancing the company's ability to connect with a diverse applicant pool. Ultimately, the Human Resources Apprentice will contribute to building a strong workforce that aligns with the company's goals and values.
Minimum Qualifications:
Enrolled and about to complete a bachelor degree in Human Resources.Proficiency in written and spoken English, and SpanishBasic understanding of recruitment processes and strategiesBasic understanding of payroll processFamiliar with Federal and State labor law frameworkPreferred Qualifications:
Experienced in HRIS systems such as ADP Workforce Now, and ATSFamiliarity with e-recruitment tools and platformsFamiliarity with health insurance administrationIntern experience preferredResponsibilities:
Assist in the recruitment process by posting job openings, screening resumes, and scheduling interviews.Support the development and implementation of recruitment strategies to attract qualified candidates.Engage with candidates in both English and Spanish to facilitate communication and enhance the candidate experience.Process payroll according to state and federal regulationsAssist in the onboarding, and offboarding processMaintain accurate records of candidate interactions and recruitment metrics to support data-driven decision-making.Collaborate with HR team members on various projects and initiatives to improve overall HR processes.Skills:
The required skills in recruitment strategies and e-recruitment will be utilized daily as the apprentice engages in sourcing candidates and managing job postings. Proficiency in both English and Spanish will enhance communication with a diverse range of applicants, ensuring a welcoming and inclusive recruitment process. The ability to analyze recruitment metrics will support the apprentice in making informed decisions and recommendations to improve hiring practices. Additionally, strong organizational skills will be essential for maintaining accurate records and managing multiple recruitment tasks simultaneously. Overall, these skills will empower the Human Resources Apprentice to contribute effectively to the HR team's success.
DECA Analytics is seeking an experienced and strategic Senior Tax Director (or Director- level candidate) to lead and expand our growing tax function. This individual will play a critical role in overseeing complex compliance operations, advising clients on tax optimization strategies, and strengthening the team infrastructure.
Key Responsibilities
1. Tax Compliance & Filings
Oversee preparation and timely filing of all major Puerto Rico tax obligations, including:Incentive Income Tax ReturnsVolume of Business DeclarationsPersonal Property Tax (CRIM)Exempt Annual Reports & Annual Corporate ReportsInformative Returns (480 series)Sales & Use Tax (IVU) returnsProfessional Services Quarterly ReturnsCFSE filingsCoordinate and manage the preparation of U.S. Federal Income Tax Returns for applicable entities.2. Tax Consulting & Advisory
Entity Structuring & Optimization:Advise on tax-efficient corporate structures using Puerto Rico incentives.Conduct cross-border structuring and IP ownership evaluations.Design optimal subsidiary and holding company structures.Cross-Border & International Tax Planning:Analyze cross-jurisdictional tax implications.Develop strategies for global effective tax rate (ETR) minimization.Assess treaty applications and manage PE risk.Tax Accounting Advisory:Oversee deferred tax accounting related to Puerto Rico tax incentives (ASC 740).Provide internal compliance oversight and audit readiness support.3. State, Local, and Indirect Tax Advisory
Advise on municipal tax compliance, incentives, and CRIM exemptions.Negotiate tax reliefs and packages with local authorities.Analyze indirect tax implications (IVU, VAT, excise).Identify optimization and credit opportunities for indirect tax exposures.4. Intellectual Property Tax Strategies
Design tax-efficient IP ownership and licensing frameworks.Support valuation methodologies and manage intercompany IP transactions.Optimize incentive utilization through IP placement.Qualifications
Bachelor’s degree in Accounting, Finance, or a related field.Certified Public Accountant (CPA) designation.8+ years of experience in tax consulting or tax leadership roles.At least 3 years in a managerial or director-level position.In-depth knowledge of Puerto Rico tax laws, filings, and incentive programs (Act 60 and related).Proven experience in international tax planning and entity structuring.Familiarity with R&D tax credits is a plus.Bilingual: Fluent in English and Spanish (verbal and written).Exceptional communication, leadership, and client engagement skills.Ability to manage multiple priorities and meet deadlines under pressure.Why Join DECA Analytics?You’ll be part of a high-impact team that plays a central role in supporting the tax operations of one of Puerto Rico’s most forward-thinking analytics firms. With opportunities for growth and innovation, you’ll help lead a strategic transformation in how DECA and its clients optimize their tax outcomes.
DECA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
If you are interested in this role and qualified, apply now.
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As Oceanum and its affiliated entities (PRIF, Cacique, and others) expand, we are seeking to strengthen our internal investment accounting capabilities. The Fund Accountant will be a critical support resource responsible for end-to-end financial reporting, fund operations, and control processes across multiple investment platforms. This role will evolve to work across all entities and support cross-functional financial initiatives.
Key Responsibilities
General Ledger & Daily Accounting
Maintain general ledger using QuickBooks across multiple funds and SPVs.Record A/R, A/P, journal entries, amortization schedules, vendor invoices, and class tracking.Reconciliations & Ledger Compliance
Reconcile bank, custody, and subscription line accounts daily/weekly.Post adjustments and ensure GAAP compliance across fund books.NAVs, Allocations & Distributions
Calculate periodic NAVs and allocate income and expenses to LPs.Model and execute ILPA-compliant waterfall distributions and capital calls.Financial Statements & Reporting
Prepare quarterly GAAP-compliant financials:Statement of Assets & LiabilitiesSchedule of InvestmentsPartners’ Capital RollforwardNarrative portfolio performance reportsAudit & Tax Coordination
Act as primary liaison to auditors and tax professionals.Deliver TBs, respond to audit queries, and prepare K-1 data packages.Process Improvement & Controls
Document internal policies and workflows.Enhance QuickBooks configurations, automate reporting, and implement transaction controls.Treasury & Lending Support
Assist in cash flow forecasting, wires, and borrowing-base tracking for credit facilities.Qualifications
Education: Bachelor’s degree in Accounting (required).Experience: 2–6 years in fund accounting (private credit, direct lending, PE, or fund admin).Systems: Advanced Excel; QuickBooks proficiency is a must.Technical Knowledge: Solid understanding of U.S. GAAP and portfolio accounting.Languages: English (required), Spanish (preferred).Soft Skills: Detail-oriented, strong communicator, collaborative, deadline-driven.We are an Equal Opportunity Employer. All employment decisions are made without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
We comply with all applicable equal employment opportunity laws and are committed to fostering an inclusive and respectful workplace for all employees.
Read LessDECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses.Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.About the Role
We are seeking a highly skilled Tax Analyst Senior to join our team. As a Tax Analyst Senior, you will be responsible for providing tax advisory services to our clients, ensuring compliance with tax laws and regulations, and analyzing tax policies to identify potential risks and opportunities. You will also be responsible for developing and maintaining strong client relationships, providing exceptional client service, and managing client expectations.
Responsibilities as a Tax Preparer will include:
Lead and manage complex tax engagements from planning through deliveryPrepare and review Puerto Rico income tax returns (corporate, partnership, individual)Develop and advise on tax strategies under Act 60 and other Puerto Rico incentive laws (Acts 20, 22, 73, 83)Prepare ASC 740-compliant tax provisions for client entities and internal reportingOversee filings and ensure compliance with:Informative Returns (Forms 480.x series)Business Declarations, Volume Reports, and Personal Property Tax ReturnsAct 60 Tax Return for Exempt Businesses (480.30(II)DI)Collaborate across legal, compliance, and finance teams on permits and filings.Provide tax advisory services to clients, including tax planning, compliance, and researchEnsure compliance with tax laws and regulationsAnalyze tax policies to identify potential risks and opportunitiesDevelop and maintain strong client relationships, providing exceptional client service, and managing client expectationsCollaborate with cross-functional teams to deliver high-quality tax services to clientsMinimum Qualifications:
Bachelor's degree in Accounting, Finance, or related field5+ years of experience in tax preparation and complianceStrong analytical skills with attention to detail Strong knowledge in Generally Accepted Accounting Principles (GAAP) and tax laws and regulationsExcellent analytical and problem-solving skillsStrong communication and interpersonal skillsBilingual English and SpanishPreferred Qualifications:
Master's degree in Accounting, Finance, or related fieldCertified Public Accountant (CPA)Skills:
As a Tax Analyst Senior, you will utilize your expertise in United States Generally Accepted Accounting Principles (GAAP) and tax accounting to provide tax advisory services to clients. You will also use your analytical and problem-solving skills to analyze tax policies and identify potential risks and opportunities. Your strong communication and interpersonal skills will be essential in developing and maintaining strong client relationships, providing exceptional client service, and managing client expectations. Additionally, your experience with tax return preparation and review, sales tax applications, and individual and corporate tax compliance will be beneficial in this role.
Qualified candidate must apply and complete our job application.
DECA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
Read LessDECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach combining quantitative analytics, our qualitative experience, and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses.Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.Access to Capital: We provide access to affordable capital through non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.OPPORTUNITY
We are seeking a highly motivated candidate with the ability to think both analytically and creatively to join our fast-growing team of dedicated professionals. The selected candidate will report to senior leadership and participate in strategic planning and supporting the growth of DECA.
Responsibilities as an Audit Manager will include:
Perform Agreed Upon Procedures (AUP) engagements related to tax credits, specifically verifying the eligibility of expenses associated with research and development (R&D) activities and tourism projects.Prepare detailed AUP reports, including the certification of eligible expenses, executive summaries, and the necessary documentation, such as supplier details, payment evidence, and applicable regulatory references.Prepare and file Annual Reports for clients with the Puerto Rico Department of State.Serve as the primary point of contact for clients undergoing AUP and annual report engagements, addressing any questions or concerns regarding the processes.Oversee and manage the audit process for multiple client engagements, ensuring timely and accurate delivery of AUPs and annual reports.Stay current with Puerto Rico's tax credit regulations, including any changes to Act 60 of 2019, as amended, and related regulations.QUALIFICATIONS
Bachelor’s degree in Accounting, Finance, or a related field. A Master’s degree or higher is preferred.Certified Public Accountant (CPA) license, authorized to practice in Puerto Rico.Minimum of 5 years of experience in auditing.Experience in conducting Agreed Upon Procedures (AUP) engagements.Experience in preparing and filing corporate Annual Reports in compliance with Puerto Rico regulations.Proficiency in audit sampling methods, including statistical and non-statistical approaches.Strong analytical and detail-oriented skills, with the ability to interpret and apply complex regulatory requirements.Excellent communication skills, both written and verbal, in English and Spanish.Ability to manage multiple audit engagements and Annual Report filings simultaneously, delivering high-quality reports within tight deadlines.COMPENSATION & BENEFITS
At DECA we value every member of our Team and offer highly competitive compensation packages and benefits. For the role of Audit Manager, we would like to offer the following:
Highly competitive base salary commensurate with experience levelAttractive bonus structure based on performance and fee sharingHealth Insurance: 100.0% Premium Tier Care Policy to be paid by DECAContinuing Educational Certifications & Fees: 100.0% paid by DECA to support ongoing license maintenance and growth within the role.For more information regarding DECA, please contact us at careers@deca.pr or visit us at www.deca.pr.
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DECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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