Job Market - Open Position

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Job ID:
Job Title:
Strategic Bank
Type of Job:
Full Time
Date Posted:
April, 22, 2021
Job Location(s):
Contact Name:
Julia Whippo
Contact Phone:
Contact Email:
Website URL:
Method of Contact:

Job Description:

Could this be the Dream Job for an Accountant?

Take your career to the next level by joining a unique private bank in Puerto Rico

-- while revolutionizing the modern banking industry



While the specifics of the role may vary based on your specific skill-set, there are a number of responsibilities that you will be expected to perform as a baseline to the role.

  • Ownership of Monthly, Quarterly, and Annual tax returns and filings
  • Ownership of Payroll and benefits administration
  • Monthly, Quarterly, and Annual regulatory reporting and filings
  • Ensure the company remains in compliance with tax filings and deadlines
  • Invoicing, purchasing, accounts payable and accounts receivable, coordinate bank deposits, pay vendor invoices and track bank account balances
  • Develop monthly, quarterly, and annual financial statements, including cash flow, profit and loss statements, and balance sheets and report financial results on a regular basis to management
  • Maintain the books of the bank and a number of investment vehicles
  • Record and process customer and operating activity
  • Liaise with and report as necessary to local tax and regulatory authorities
  • Liaise with financial auditors
  • Maintain and organize documentation and evidence of all filings, assigned follow-ups, etc. 
  • Maintain records, prepare reports, memos, invoices letters, and other documents
  • Work alongside the Chief Operating Officer to design and execute improvements to current back office systems and workflows
  • Other related duties as you may be reasonably assigned from time to time



This is an exciting full-time opportunity at a private bank headquartered in paradise in San Juan, Puerto Rico. 

You’ll work with an international team based all over the world to achieve clearly defined quarterly goals and help us stay on track with our business.

We run on a meritocracy: the more value you provide, the more we will be able to reward you. 

On top of a competitive salary, we also offer:

  • A long-term career opportunity
  • Significant autonomy
  • Access to training or development program you feel would help you with your life or career
  • Support in reaching personal and professional goals
  • Flexible work-from-home and remote work
  • Supportive and open-minded team culture
  • Be involved behind the scenes of deal structuring, capital raising, private placements, SPV administration, and more




The right person will have a few marked characteristics:

  • Accounting background with deep knowledge and familiarity with Puerto Rico and US requirements and rules. You need to be ready to hit the ground running and should already be fluent in accounting and Puerto Rico AND US tax filings.
  • Experience with accounting for a bank or coop is required. Past experience could be working as an auditor or a junior accountant at a firm in a relationship with a bank, but we need a sharp person who knows what banking financials look like.
  • Being certified as a CPA is not required but would be a strong advantage
  • Detail-oriented - we're talking preparing a 100-page financial discussion, and triple checking your work to ensure there are no mistakes
  • A general understanding of financial institutions and global markets would be a strong advantage
  • A general understanding of corporate structures and business would be a strong advantage
  • 100% fluent English speaker
  • Excellent written and verbal communication skills
  • Excellent organization and attention to detail (yes, it's so important it's listed twice)
  • Proactive approach, the ability to be part of a team and be flexible is essential



  1. A flexible schedule that meets your needs
  2. We invest in your future and success through resources and educational courses
  3. The only limit to what you can accomplish is yourself
  4. Work with a great international team



Strategic Bank is not your typical bank. We are a digital private bank that brings back the old virtues of traditional banking: safe, transparent and relationship-oriented. 

Our operations have grown a lot in the past year, and it’s time to bring our accounting in-house.

That’s why we need to hire a rockstar accountant who is well-versed in Puerto Rico and US taxes for a bank and who recognizes life doesn’t come with an instruction manual.

We’re a small team, and everyone wears a lot of hats. In your case, you will not only be keeping the books and tax filings, but you’ll also be involved with some back-office operations, designing, building, and documenting systems and regulatory reporting.

In this role, you’ll have a significant amount of autonomy and the chance to be a part of a bank that puts the client first. The way banking should be done.



Ready for a challenge? Apply NOW.

**All applicants must apply from the link below**