Job Code: LEG-GC-EX
Department: Legal and Transactional Leadership
Location: San Juan, PR (On-Site)
Radford Level: Executive
ABOUT THE ROLE
The General Counsel at Oceanum Capital Partners, LLC will lead the company’s legal function with a strategic and comprehensive approach. As the chief legal advisor, this executive will be responsible for protecting the firm’s legal interests across investment operations, complex transactional structures, corporate governance, and regulatory risk management. This role combines analytical thinking, executive leadership, and tactical execution in a dynamic environment focused on private capital, structured credit, and real estate.
The position offers the opportunity to directly influence strategic business decisions in collaboration with investment, operations, compliance, and corporate leadership teams.
KEY RESPONSIBILITIESInvestment and Transactional Legal SupportDraft, negotiate, and review private credit documentation, including loan agreements, security instruments, intercreditor agreements, and amendments.
Lead legal review of private equity acquisitions, including purchase agreements, shareholder agreements, operating agreements, and diligence outcomes.
Oversee legal aspects of real estate acquisitions, financings, leases, development contracts, and dispositions.
Structure and execute complex investment vehicles, co-investments, and strategic joint ventures.
Corporate Governance and Risk ManagementEnsure compliance with applicable federal and state regulations, including those related to securities, credit, employment, taxation, and real estate.
Maintain key corporate documentation, including governance records, meeting minutes, resolutions, and ownership structures.
Advise on entity formation, restructuring, and jurisdictional implications for new or evolving business models.
Develop and implement internal policies to identify and mitigate legal and regulatory risks.
Strategic Operational SupportManage relationships with external counsel (litigation, regulatory, and transactional specialists).
Negotiate and review vendor agreements, service contracts, NDAs, engagement letters, and consulting relationships.
Actively participate in strategic planning and advise on long-term business initiatives and growth opportunities.
JOB REQUIREMENTSEducation and CredentialsJuris Doctor (JD) from an accredited law school.
Active license to practice law in Puerto Rico, in good standing.
Professional Experience8 to 15+ years of progressive legal experience in regulated environments.
Demonstrated track record in:
Top-tier law firms.
Private investment firms, family offices, credit funds, or asset managers.
Real estate investment or development firms.
Experience leading complex negotiations and coordinating multidisciplinary deal teams.
Proven ability to manage external counsel and legal budgets efficiently.
Legal and Technical CompetenciesExpertise in securities law, credit regulation, entity structuring, and investment documentation.
Ability to draft and interpret complex legal agreements with precision and clarity.
Strong knowledge of corporate governance, financial structuring, and regulatory compliance frameworks.
KEY COMPETENCIESStrategic Thinking – Ability to align legal objectives with the company’s financial and operational goals.
Executive Leadership – Skilled at influencing, leading legal teams, and building partnerships with internal and external stakeholders.
Risk Management – Proactive in identifying, assessing, and mitigating legal exposure across business lines.
Effective Legal Communication – Capable of translating complex legal concepts into clear, actionable guidance for non-legal audiences.
Results-Driven Execution – Operates with speed, precision, and accountability under tight deadlines and evolving priorities.
COMPENSATION & BENEFITS
At Oceanum Capital Partners we value every member of our Team and offer highly competitive compensation package and benefits.
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT
Oceanum Capital Partners, LLC is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. We make employment decisions based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, marital status, veteran status, genetic information, or any other status protected under applicable laws.
We encourage individuals from all backgrounds to apply and join our team in shaping responsible, innovative solutions within the financial and investment sectors.
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 LessJob Description
Job Title: Executive Business Coordinator
Job Family: Executive Support/Administration
Reports to: Co-Founders/Partners
Career Track: Professional - Support
Job Level: Career (P3)
Job Code: EXSUP-P3-001
Type: Full-Time | Professional
Location: San Juan, Puerto Rico (On-Site)
FLSA: Exempt
ABOUT DECA
DECA 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.OPPORTUNITY
Acts as a strategic and highly trusted coordinator for the Co-Founders, ensuring seamless execution of complex business and personal agendas. Manage communications, client interactions, meeting flow, and operational logistics for a rapidly growing advisory firm with a tech-forward, innovation-driven culture.
The Executive Business Coordinator is the operational backbone supporting DECA’s Co-Founders. This role navigates a fast-paced, innovation-focused environment where executive calendars, client demands, and corporate activities require precise coordination, proactive judgment, and confidentiality. You’ll orchestrate both business and personal schedules, manage client communication streams, and use tech-enabled tools to streamline workflows in a rapidly scaling advisory setting.
The Executive Business Coordinator is a strategic, tech-savvy partner responsible for managing and optimizing the business and personal agenda to ensure seamless operations. This role supports a high-volume, high-impact executive office with responsibilities spanning complex calendar orchestration, client communication, correspondence handling, document review, task follow-ups, travel arrangements, and presence at key corporate events.
The ideal candidate is proactive, impeccably organized, confident with ambiguity, and able to build trust quickly with an executive who maintains a hands-on leadership style until full confidence is established. As part of a tech-powered, innovation-focused corporate advisory firm, the coordinator will leverage digital tools, systems, and AI-enabled workflows to streamline processes and anticipate needs.
KEY RESPONSIBILITIES
Executive Agenda & Workflow ManagementManage dynamic calendars with shifting priorities and time-sensitive demands.Coordinate internal/external meetings, deadlines, and travel logistics.Anticipate conflicts and provide solutions without waiting for instruction.Client & Stakeholder CoordinationServe as a communication point for clients, partners, and government entities.Review client emails and documentation to identify required executive actions.Ensure timely follow-up and meeting preparedness.Documentation & Communication ManagementDraft, proofread, and translate communications in English and Spanish.Maintain structured digital documentation for correspondence and records.Prepare executive summaries, meeting briefs, and follow-up logs.Event & Operational SupportCoordinate logistics and attend corporate events to support leadership.Prepare hospitality, seating, materials, and executive flow.Process Optimization & Technology UseLeverage AI, CRM, and digital platforms to automate and streamline tasks.Identify and implement workflow improvements and efficiency strategies.REQUIRED QUALIFICATIONS
Bachelor’s degree in Business Administration, Communications, or related field. 3–6 years of executive support experience.3–6 years of experience in executive support, office management, or senior administrative roles.Bilingual. Fluent in Spanish and English, with strong technical writing skills. Proficiency in written and spoken forms of both languages is essential for effective communication with the executive team, clients, government agencies, and within the team.High proficiency with Google Workspace, calendar management tools, CRM platforms, automation tools, AI productivity tools, and other modern productivity tech.Strong discretion, judgment, and professionalism.Proven ability to manage confidential information with discretion.Preferred:
Experience coordinating executive schedules with complex commitments.Background supporting executives who operate in fast-paced, detail-intensive, or highly demanding roles.COMPENSATION & BENEFITS
At DECA Analytics we value every member of our Team and offer highly competitive compensation packages and benefits.
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.
Read LessAbout 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.
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 motivated and detail-oriented Junior Financial Associate to join our Capital Markets team. This is an ideal opportunity for recent graduates or early-career professionals interested in developing a strong foundation in financial analysis and transaction advisory.
You will work under the guidance of senior analysts and associates, supporting market research, financial modeling, and reporting. As part of a collaborative team, you’ll be exposed to real-world capital structuring and incentive finance projects while developing technical and analytical skills necessary for long-term career growth.
Key ResponsibilitiesSupport the preparation of financial statements, reports, and dashboards.Conduct preliminary financial and market research to assist in the evaluation of client opportunities.Contribute to the development and maintenance of financial models and templates.Assist in gathering data for budgeting, forecasting, and investor presentations.Ensure that all work adheres to internal compliance standards and documentation protocols.Collaborate with cross-functional teams on due diligence, audits, and client deliverables.Continuously learn financial tools, methods, and regulations relevant to Puerto Rico’s capital environment.Minimum Qualifications
Bachelor’s degree (completed or near completion) in Finance, Accounting, Economics, or a related field.Familiarity with basic financial concepts (e.g., income statements, cash flow, valuation).Strong Microsoft Excel skills (including formulas, formatting, and basic modeling).Effective communication and organizational skills.Enthusiastic about learning financial analysis and advisory practices.Preferred Qualifications
Relevant internship or co-op experience in financial services, accounting, or consulting.Exposure to investment banking, corporate finance, or transaction advisory concepts.Experience with tools such as PowerPoint, QuickBooks, or financial CRMs.Ideal Candidate Skills and Experience:
Learning Agility: Eager to develop technical skills through mentorship and training.Team Orientation: Works collaboratively, asks questions, and values peer feedback.Problem Solver: Takes initiative to research, organize, and present information clearly.Curiosity: Shows interest in capital markets, economic incentives, and policy impacts.Attention to Detail and Accuracy: Strong attention to detail in financial analysis, ensuring that all data used in financial models is accurate, complete, and relevant. The ability to spot inconsistencies and potential issues is vital.Financial Statement Analysis: Expertise in analyzing financial statements (balance sheets, income statements, and cash flow statements) to assess company performance, financial health, and key metrics. This includes conducting ratio analysis, trend analysis, and benchmarking against industry peers.Financial Modeling: Ability to create financial models that support forecasting, valuation, budgeting, and decision-making. This includes proficiency in Excel and other financial modeling tools, as well as the capability to build models from scratch for different business scenarios.Industry Research and Market Analysis: Familiarity conducting comprehensive industry and market research, including understanding market dynamics, competition, and economic factors. The ability to synthesize research findings into actionable insights for business strategy and investment decisions is critical.Valuation and Investment Analysis: Understanding of various valuation methods, such as discounted cash flow (DCF), precedent transactions, and comparable company analysis. Experience with evaluating investment opportunities, assessing risk, and providing strategic recommendations.Strategic Thinking and Problem-Solving: Ability to think critically and solve financial problems, often under tight deadlines. A strategic mindset is essential for developing financial models and conducting research that drives business decision-making.Relocation Opportunities:
We welcome candidates seeking to relocate to Puerto Rico from the U.S. mainland.
Responsibilities:
Assist in the preparation and analysis of financial reports, including income statements, balance sheets, and cash flow statements.Support the budgeting process by gathering data, analyzing trends, and providing recommendations for cost management
Conduct financial statement analysis, including ratio analysis, trend analysis, and benchmarking against industry peers.
Perform market research and analyze the company’s financials to assess investment opportunities and provide strategic recommendations.
Build complex financial models that support forecasting, valuation, budgeting, and strategic decision-making.
Ensure compliance with financial regulations and internal policies through regular audits and reviews.
Collaborate with cross-functional teams to provide financial insights that support business decisions and strategic initiatives.
Maintain accurate financial records and documentation to facilitate transparency and accountability.
If you are passionate about finance, have a focus on corporate finance or transaction advisory, and want to contribute to the success of our organization, we invite you to apply for the Financial Associate position. Together, we can achieve financial excellence and drive strategic growth.
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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.
Read LessAbout the Role
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 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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