Job Summary:
Ensures the accuracy and integrity of financial information by maintaining complete and organized financial records, assisting in data analysis, and supporting monthly close activities. Collaborates with internal teams to facilitate audit and compliance requirements and contributes to process improvements and ERP-related accounting initiatives to strengthen financial controls and enhance operational efficiency.
Job Description:
- Maintains accurate and complete financial records by preparing general ledger entries, performing daily, monthly, and quarterly accounts reconciliations, resolving discrepancies, and monitoring clearing accounts to identify unusual activity.
- Analyzes financial data to identify trends and variances, helping ensure the integrity and reliability of reported financial information.
- Supports month‑end and year‑end close processes by preparing schedules, updating reports and contributing to process improvements that enhance the accuracy and timeliness of the close cycle.
- Ensures compliance with accounting standards, internal controls, company policies, and established procedures by researching complex accounting scenarios, interpreting requirements, and recommending proper accounting treatment.
- Contributes to the documentation and continuous improvement of accounting procedures to strengthen internal controls and improve operational efficiency.
- Provides support during external audits by preparing required documentation and assisting to ensure an efficient and well‑controlled audit process.
- Supports company initiatives by collaborating with cross‑functional teams on special accounting projects and assisting with Oracle ERP improvements, including requirements gathering, reviewing configurations, conducting testing, and helping resolve issues.
- Follows established company policies, procedures, and standards to ensure full compliance with applicable laws and industry regulations.
- Participates in storm restoration tasks and assigned drills to contribute to the safe and reliable recovery of services.
- Performs additional tasks aligned with role expectations and qualifications to support team goals and operational flexibility.
Supervisory responsibilities: No
Additional Job Description:
Education & Experience
Required Qualifications:
- Bachelor’s degree in Accounting, Finance or Business Administration.
- 3 to 5 years' experience with functional role responsibilities such as maintaining financial records, analyzing data, supporting close processes, ensuring compliance, coordinating audits, and contributing to accounting and ERP initiatives, and working with data collection, analysis and interpretation.
- Experience with general ledger accounting, month-end close, journal entries, account reconciliations, and financial reporting.
- Experience analyzing financial data and preparing account analysis and financial reports.
- Experience working with documents, policies, SOP creation and implementation.
- Experience leading or collaborating with small projects.
- Experience as matter-expert and asset resource to provide support to internal/external clients.
Preferred Qualifications:
- Bachelor's degree in Accounting.
Additional Qualifications:
Additional experience may substitute for required education when it aligns with the competencies and knowledge necessary for the role:
- Associate’s degree in Accounting, Finance or Business Administration may substitute when accompanied by a minimum of 8 years of experience performing similar functions and at least 3 years of experience performing a previous Specialist role.
- High School or equivalent (GED) when accompanied by a minimum of 10 years of experience performing similar functions described and at least 5 years of experience performing a previous Specialist role.
Competencies (Skills)
- Accounting & Compliance Knowledge: Strong knowledge of U.S. GAAP and ability to exercise sound professional judgment to investigate accounting issues and recommend practical solutions.
- Analytical & Problem‑Solving Skills: Strong analytical abilities supported by advanced Microsoft Excel skills to evaluate financial data, identify issues, and develop effective solutions.
- Attention to Detail & Accuracy: High attention to detail with consistent accuracy in financial analysis, documentation, and reporting.
- Organization & Execution: Strong organizational and time‑management skills with the ability to manage multiple priorities and consistently meet deadlines.
- Communication & Collaboration: Excellent verbal and written communication skills, bilingual proficiency in English and Spanish, and ability to work independently and collaboratively in cross‑functional teams.
Licenses/Certifications
Required:
- Valid Puerto Rico driver's license
Preferred:
- Certified Public Accountant (CPA)
Travel Requirements:
Physical Demands
- Stationary Position: Frequently
- Pushing/ Pulling/ Reaching: Seldom
- Kneel: Seldom
- Grab: Seldom
- Bend: Seldom
- Lift/ Carry over: 0 - 15 pounds
Working Conditions
- Wet or humid: Seldom
- Working near or on moving mechanical parts: Never
- Working near or on heavy machinery: Never
- Working in high places: Never
- Exposed to fumes or airborne particles: Never
- Frequency of working in outdoor weather conditions: Never
- Work with electricity: Never
- Loud noise conditions: Seldom
LUMA Energy is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, military status, disability, or any other characteristic protected by federal or local laws.
