Analyst Jobs in Gloucester, NJ

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis DUTIES and RESPONSIBILITIES: Client Support: As a key member of the service team, provide coverage for an FA/PWA/team including: Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity - - Remaining current on all policies, procedures and new platforms Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 2+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

JTW Advisors LLC JTW Advisors LLC is a boutique investment banking firm focused exclusively on the homebuilding, building products, and home services industry. Opportunity We are looking to hire a highly motivated investment banking professional with experience ranging from Analyst to Associate to support our principals in the execution of M&A transactions. The firm and position offer an excellent opportunity to gain expansive hands-on experience leading both sell-side and buy-side M&A deals. As a boutique firm, we provide our junior bankers exposure and responsibility for all steps in the M&A process. Responsibilities The selected candidate will be given as much responsibility as his/her experience and capabilities allow. Responsibilities will include: Supporting principals throughout all phases of the transaction process. Preparing financial models and valuation analyses. Drafting pitch materials, offering documents, and PowerPoint presentations. Curating and managing online data rooms. Managing due diligence processes. Assisting with marketing and prospecting initiatives. Interacting with clients and prospects on the phone, in writing, and at onsite meetings. Requirements Minimum 2 years M&A investment banking experience. Strong financial modeling skills. Experience drafting CIMs, management presentations, and pitch books. Advanced Excel and PowerPoint skills. Experience with financial databases such as S&P Capital IQ. High level of motivation and individual initiative. Flexibility to work with short deadlines requiring evenings and weekends as needed. Attention to detail. Series 63, 7, 82, and/or 79 licenses preferred. Good sense of humor is a must. Compensation JTW is a meritocracy. We don't track face time or subjective metrics. Instead, we are focused on outcomes. When our clients succeed our firm is rewarded financially. And when the firm succeeds our employees are rewarded financially. Base Salary = Market rate and is based on experience and capabilities. Revenue Participation = Every one of our employees receives a percentage of the firm's, or their vertical's, success fee revenue. This aligns employees' interests with our clients and firm ownership. As our clients achieve success, our employees are paid a portion of that revenue. Revenue participation varies by employee and is based on capabilities. And we don't make you wait until the end of the year, we pay you the next pay period after a transaction closes. Bonus = None. We don't pay a subjective annual bonus. We pay for outcomes. Our employees' potential income is much higher this way. When our clients succeed, we all make money. [See: "Revenue Participation" above.] This job is based out of our Wayne, PA office which is a suburb of Philadelphia, PA. This is not a work from home or "hybrid" position. We do serious work and expect our employees to be in the office five days per week. This is an adult job so slackers, skaters, and coasters should not apply. Likewise, college students and people with no investment banking experience should not apply Employment Type = Full-time. Interested candidates should reply to this job posting or email their resume to ********************.

Pacer Advisors is looking to fill the role of Portfolio Management Analyst . Pacer Advisors is the investment advisor to Pacer ETFs. Pacer ETFs is one of the fastest growing ETF companies, with over $45 Billion in AUM and 50+ funds. Portfolio Management Analysts will have the opportunity to be involved in all stages of the investment management process impacting all segments of the firm. Working with the investment team will develop both the quantitative and qualitative skills of the candidate. Required Skills and Background: Candidates for the position should possess knowledge of the asset management industry. Must have 5+ years prior experience in the industry. Job requires to work in-office M-F The job requires management of multiple projects often under time constraints, constant communication with various teams, a willingness to get the job done to meet various deadlines and have extreme attention to detail. Experience with FactSet and Bloomberg is a must. Experience with Portfolio Order Management Systems a plus. Excellent Excel skills a must CFA, CAIA or other designations are not required, but would be encouraged to pursue. Responsibilities: Plan, coordinate, communicate, and conduct rebalances across all funds, utilizing various tools and methodologies, including the custom-in-kind basketing process. Communicate with all brokers on any necessary trading functions on behalf of the funds and understand all tax scenarios and implications as it relates to trading the funds. Communicate with the AP community and be able to negotiate necessary capital requirements for the funds during rebalance periods. Evaluate and review existing and potential indexes through solid understanding of economic, financial, fundamental, and technical aspects of the investing lifecycle, including the development and proofing of back tests. Provide regular communications, analysis, and insights to our Sales team for use with financial professionals and the investing public. Have experience in doing Comparisons that differentiate products, Indexes and competitors ETFS. Provides daily reporting to ETF Portfolio Managers and Pacer Management and all of our Sales staff, both Retail and Institutional. Closely follow and understand the Capital Markets, Federal Reserve activity, and drivers of performance on a macroeconomic and security-specific level and be able to communicate these insights through ideas and provide our sales team with support. Strong understanding of ETF market - structure, creation/redemption process and market participants. Must have strong communication skills, attention to detail, and ability to multi-task and be a critical thinker. Must work well in a collaborative team environment with occasional time sensitive/high speed requirements. Utilize FactSet, Bloomberg, Morningstar, and the Order Management System and other various systems to oversee the funds and provide support to various teams throughout the organization. Works closely with Marketing and Distribution teams to ensure updated and impactful data. Position is in-office M-F. Industry Financial Services Employment Type Full-time

Title: AML Analyst Duration: 12 months The AML Analysts within the CRIU review system-generated and manual cases for activity conducted by clients. The Senior Compliance Analyst is responsible for managing a caseload of investigations, perform analysis and follow-up and work cases from beginning to completion according to AML procedures and policies. Cases are generated from sources which include Automated Alerts (EAP, Mantas), and Manual referrals. Responsibilities include: • Document and report case review/investigation findings and prepare case files for review (e.g. media search results, copies of statements/checks, results from internal system searches etc.) • Conduct research over available Bank systems, the Internet and Databases consistent with the resolution of investigations. • Collect and examine financial statements/transaction data and other documents to assist in identifying unusual transaction patterns • Follow-up with additional Point(s) of Contact (POC) as needed to identify additional information in support of the case. • Document all research and analysis conducted in the Case Management System • Create Suspicious Activity Reports (SARs); and recommend relationship retention or termination; and track account closures as required. • Liaise with other CRIU units, ACRM, the Business, CSIS, FIU Legal, Trade Surveillance, and Law Enforcement, where applicable. Qualifications • Bachelor's Degree Required or equivalent experience. • 1-5 years' experience in reviewing customer transactions and information for potentially suspicious activity and performing AML or financial investigations • Experience in writing and preparing Suspicious Activity Reports (SARs) in accordance with applicable regulatory requirements preferred. “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

On behalf of our financial services client, Procom is searching for an AML Analyst. This position is a hybrid position with 2 days onsite at our client's New Castle, DE office. AML Analyst - Job Description: The project involves managing a caseload of investigations to identify suspicious activities according to AML procedures and policies. The AML Analyst will be responsible for writing and preparing Suspicious Activity Reports (SARs) and conducting comprehensive research and analysis. AML Analyst - Responsibilities: • Document and report case review/investigation findings and prepare case files for review. • Conduct research over available Bank systems, the Internet, and Databases. • Collect and examine financial statements/transaction data to identify unusual patterns. • Follow-up with additional Points of Contact as needed. • Document all research and analysis in the Case Management System. • Create Suspicious Activity Reports (SARs) and recommend relationship retention or termination. • Liaise with other CRIU units, ACRM, the Business, CSIS, AML Legal, Trade Surveillance, and Law Enforcement. AML Analyst - Mandatory Skills: • Bachelor's Degree or equivalent experience. • 1-5 years experience in reviewing customer transactions for suspicious activity. • Experience in writing and preparing Suspicious Activity Reports (SARs). • Knowledge of laws applicable to money laundering and financial crimes. • Excellent organizational, time management, and project management skills. • Advanced proficiency in Microsoft Office. • Strong writing, analytical, and communication skills. AML Analyst - Nice-to-Have Skills: • CAMS Certification. • Understanding of Senior Public Figures and Money Service Businesses. • Experience with online research tools. • Ability to work independently. • Strong attention to detail and follow-up skills. AML Analyst - Start Date: ASAP. AML Analyst - Assignment Location: New Castle, Delaware, United States, with a hybrid work arrangement requiring 2 days onsite.

Portfolio Risk Analyst Duration: 6 months (Potential for extension/conversion) We are seeking a Portfolio Risk Analyst to join a fast-paced team focused on building and executing a performance analysis and attribution program. This role is ideal for a detail-oriented professional with 3-5 years of experience in portfolio analysis, risk management, or financial modeling. You will play a key role in developing policies, conducting daily portfolio reviews, and ensuring client portfolios align with strategic goals (e.g., 60/40 allocations). Key Responsibilities Performance Analysis & Attribution: Develop and refine models to analyze portfolio performance using tools like Morningstar Desktop, FactSet, and Python/Jupyter notebooks. Daily Portfolio Reviews: Troubleshoot discrepancies, validate asset allocations, and ensure portfolios meet client objectives. Program Development: Establish processes/policies for portfolio analysis, working closely with stakeholders to drive efficiency. Stakeholder Collaboration: Partner with portfolio managers and oversight teams to communicate findings and recommendations. Data-Driven Insights: Leverage big data and regression modeling to identify trends and improve decision-making. Required Qualifications Experience: 3-5 years in portfolio risk, financial analysis, or asset management. Technical Skills: Proficiency in Morningstar Desktop, FactSet, and regression modeling. Experience with large datasets and analytical tools (Python/Jupyter is a plus). Education/Certifications: Bachelor's degree in finance, Economics, Business, or Actuarial Science. CFA Level 1 (or progress toward CFA) preferred. Soft Skills: Strong communication skills with a fiduciary mindset. Team player with an altruistic, client-first attitude.

A Global Asset Manager is hiring a Quant Risk Analyst to join the Active Fixed Income team in the Philadelphia area. This is a trade floor-based risk role, sitting with the PMs/Traders and discussing performance and risk analytics on a daily basis. For this role, the team wants a quantitative specialist to support the active fixed income investment business with a focus on their corporate, government, municipal bond strategies. The group has been developing in-house risk + pricing models for investments across the fixed income universe. This hire will support the front office by performing custom factor research, risk model enhancement, bond + derivative pricing modelling, and portfolio construction research. As the active fixed business evolves, so will this role - you're partnering with ALL fixed income PMs on portfolio construction and risk decisions. Requirements: 6+ years of experience in a quantitative risk function Expertise developing risk models and pricing analytics for fixed income trading Product knowledge: HY/IG corporate bonds, bond ETFs, municipal bonds, MBS and securitized products, Treasuries and UST futures, US rates derivatives, FX options Experience at an asset/investment manager or the asset and wealth management division of a major investment bank Familiarity with MSCI RiskMetrics, Aladdin, and other vendor models Proficiency in Python + SQL

***HYBRID*** In-person at control center at least three days a week until self-sufficiency is achieved, and at least two days a week thereafter. Working hours are 8:00 AM - 5:00 PM The EMS Support Department delivers front-line critical Operations & Maintenance services for EMS applications the help run the grid. The primary supported applications are SCADA, AGC, and Network Applications. This position has a focus on operational O&M engineering in the SCADA space. Candidate should have either experience, or demonstration of interest and capability to learn: • The major technical layers of EMS telemetry o ICCP/DNP o Data mapping to grid models o Telemetry value and quality analysis, new gen integration • Working with diverse up and downstream customers and peers o Dispatch, Transmission Owners, Generations Owners The candidate will both follow established process, and develop (and use) good engineering judgement for all issues and challenges related to feeding the EMS system the tens of thousands of real-time data points needed to run the grid.

LL Funds is hiring a Middle Office Operations Analyst. The Operations Analyst will be responsible for supporting the daily operations of the Firm's lending activities and securities portfolios. Working with the Financial Control, Trading, Compliance and Investor Relations teams, the role is integral to maintaining a robust operational, financial control and risk mitigation environment. The ideal candidate will have relentless attention to quantitative detail and an ability to craft, adapt, manage and implement operational processes. The is an in-office position in our Philadelphia, PA office. Specific Responsibilities Include: Lending Operations Facilitate the flow of funds to and from lending facilities, including review and approval of funding requests, maintenance of borrowing bases and collateral verification/monitoring. Participate in the review of new facilities/transactions and coordinate with colleagues in the analysis, design and execution of the operational processes. Support on-going efforts to systematize lending and middle office operations via internal and external technology platforms. Securities Operations Perform trade order management and allocation, cash and position reconciliation, trade settlements and fund distributions in coordination with portfolio management and financial control/administrator teams. Review principal and interest payments on asset-backed securities portfolios and review trustee deal reporting. Manage and review cash and position reconciliations prepared by external middle office teams. General Liaise with internal and external accounting and custody teams as part of ongoing operational support. Prepare and review portfolio monitoring and performance metrics for internal and external clients. Participate in ongoing reviews of controls and processes to ensure that oversight, risk monitoring, risk mitigation and financial control are achieved daily. Automate manual workflows using VBA and SQL and other systems/platforms as needed. Assist in the design and implementation of processes and controls. Assist in on-site due diligence reviews from clients and consultants. Perform related duties as assigned. Skills & Experience Required: Bachelor's degree or equivalent in Accounting, Finance, Math, Computer Science or related field with a strong record of academic success is required. 1 to 2 years of relevant industry experience, including private lending, fixed income or credit investment operations/middle office. Experience working with asset-backed securities preferred. Advanced Excel skills with strong data management skills and the ability to perform complex data analysis and reporting using tools like SQL/VBA required. Proficiency in Python highly desired. Familiarity with Order Management and Portfolio Management systems preferred; direct knowledge of Enfusion is a plus. Results-orientation with an ability to take initiative, execute and complete multiple projects and daily deliverables in a detail-oriented, accurate and timely manner utilizing exceptional organizational skills and the ability to prioritize tasks, balancing both immediate and long-term assignments to meet team deadlines. Outstanding initiative, work ethic and integrity. Excellent interpersonal, communication, and project management skills. Ability to collaborate in team setting as well as work independently. Willingness to ask questions and challenge status quo. Desire to work hard in a dynamic, entrepreneurial organization and enjoy the fast pace of a fast-growing investment management firm. · Passion for financial markets with desire to develop research, trading, analysis and portfolio management skillsets. About LL Funds Founded in 2009, LL Funds (LL) is an independent investment manager with approximately $3B AUM. LL makes opportunistic investments in asset-backed securities (ABS) and the companies that originate them. We look for deep value situations to concentrate our analytical, actuarial-based, contrarian approach. Our team combines the equity skills of sourcing, diligence, management and operating with the credit expertise of origination, asset-backed lending, underwriting, securitization and trading. LL has a highly collaborative, creative, team-based environment that rewards initiative, productivity and independent thinking with exposure to senior leadership for coaching, mentoring and development. Successful candidates will be motivated self-starters and strive for results, have the highest ethical standards and the ability think creatively to help achieve optimal outcomes for investors. He or she will be a team player, a natural collaborator and enjoy interacting with individuals at all levels. LL offers competitive compensation, excellent employer-paid benefits, paid time off and in-office lunches. LL is an Equal Opportunity Employer. Application Process Please email your resume and cover letter to *******************. Please mention “Operations Analyst” in the subject line of your email. Principals only-no search firms.

This position will gather and analyze account-specific information and the market data needed to develop and execute activity that supports Retail Key Account performance and growth. REPRESENTATIVE RESPONSIBILITIES: Provide Key Account Managers and Sales Managers with the data and information needed to optimize account programming and execution. Establish new item codes and promotion program submissions. Align Distributor (ADI) and Franchise partners on commercializing account programming. Prepare and report post ad/program analysis to KAM team. Develop and communicate weekly Sales Bulletin content across all markets. Produce ad-hoc analysis (Channel & Customer analysis). Support development of Key Account presentations and reviews. Generate period end Key Account performance scorecards and metrics. Provide assistance to sales team with Margin Minder reporting & tracking (e.g. Non-Buy lists, distribution reports, etc.). Support revenue growth management process and align with FP&A on account-specific pack and rate plans. Provide monthly/period Brand, Package and Channel data for monthly operating reviews. Support special account projects (e.g. account business reviews) Provide competitive comparison reports utilizing Market Share Data EXPERIENCE, EDUCATION, CERTIFICATION: Bachelor's degree in Finance, Accounting, or Business equivalent 3-5 Years of professional work experience in a finance or analytical role Strong computer/technical skills - Microsoft Office, Excel and Word The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the company.

The American Board of Internal Medicine (ABIM) is currently seeking a Data Analyst to join our Psychometrics team. In this role, the Data Analyst provides analytic/research support to Psychometricians and Assessment & Research staff through data management, data dissemination, and statistical analysis. Reporting to the Manager, Psychometric Data Analysis, the Data Analyst has the following responsibilities: Perform routine processing for Item Response Theory and Classical Test Theory exams. Perform statistical analyses for quantitative/qualitative research projects. Design, develop, test, implement, and document statistical/analytical computer algorithms in high-level software packages. Generate and check various psychometric reports, tables, and graphs for internal and external stakeholders. Run Automated Test Assembly software for use in Standard Setting meetings. Assure data accuracy and completeness in reports, files, and database. Develop, document, update, and maintain analytical data files and databases. Participate in and contribute ideas for project management, quality improvement, and user acceptance testing. The ideal candidate has an undergraduate degree in a related field of study with at least three years of relevant experience in data analysis and management. A graduate degree in Health Services Research, Biostatistics, Applied Statistics, Public Health, Psychology, Measurement, or related field is highly desirable. The proven ability to extract data from large databases and files for statistical analysis and report generation and interpretation, along with strong working experience with basic statistical packages and experience with the MS suite of programs are essential to this role. A detail-oriented individual with the capacity to master database query language (SQL, PL/SQL, PROC SQL), strong quantitative analytical and research skills, and an understanding of basic research methodology and survey instrument design will thrive in this role. They must also have the ability to work independently with limited supervision, as well as demonstrate a consistent commitment to working effectively across the organization. The ability to assess priorities, and adjust work schedules appropriately in order to meet deadlines is a must. In addition, experience with item response theory scoring and calibrations is highly desired. This role requires an on-site office presence at least two days per week. ABIM offices are located in the historic section of Philadelphia, 510 Walnut Street. Our technology and workplace operations teams provide for and support a seamless hybrid work environment for all ABIM employees. * * * At the American Board of Internal Medicine (ABIM), our team of unique and talented professionals, and the inspiring work they do, are essential to meeting the needs and expectations of ABIM's diverse community of physicians. ABIM is like no other workplace, and we are proud of it. We are committed to recognizing the importance of our people by investing in their lives through ongoing learning opportunities and exceptional total compensation & benefit offerings. We look forward to learning more about your interest in joining our team. EOE

Provides administrative support to the Director of Patient Experience and the Office of Patient Experience at Fox Chase Cancer Center including Guest Services. Responsible for coordinating and managing project improvement initiatives focused on enhancing the patient and family experience and providing data analysis reports and metrics to departments, satellites, accreditation agencies, and hospital leadership. Assists with service recovery efforts on an as needed basis and facilitates customer service and patient experience training to departments and staff. Performs varied tasks to support department management requiring considerable judgment in problem solving and extensive knowledge of departmental and institutional policies and procedures. Continually works to ensure the smooth operation and workflow of the department. Handles time sensitive and confidential information. Education Bachelors Degree (Required) Combination of relevant education and experience may be considered in lieu of degree. Experience 5 Years experience in a related administrative capacity (Required) 1 Year experience in a healthcare setting (Preferred) 1 Year of experience in Patient Experience (Required) 1 Year experience leading project or project management (Preferred)

Job Title: Consumer Compliance Transactional Testing Analyst Duration: 12 Months Note: Candidates with predominantly AML/KYC testing experience and/or internal controls testing experience will not work for us. Job Description: Undergraduate degree in finance, business administration or related field 4+ years' of work experience Experience in federal consumer compliance regulations including TILA (Reg Z), Electronic Fund Transfer Act (Reg E), Equal Credit Opportunity Act (Reg B), Bankruptcy, CAN-SPAM, Children's Online Privacy Protection Act (COPPA), Privacy, Credit Bureau Reporting - Fair Credit Reporting Act (CBR - FCRA), Record Retention, and Marketing 1 to 2 years of consumer compliance transactional testing /quality assurance testing experience Working knowledge in MS Office Suite (Excel, PowerPoint, Word) Good communication skills, both verbal and written, with the ability to document testing steps and findings Degree in Business, or Risk Management Experience in banking and financial products such as credit cards, unsecured lending and deposits

Financial Planning Analyst Principal A career in Financial Planning will provide the opportunity to lead the annual operating budget process, track, and report on performance relative to plan, and manage ongoing rolling forecast updates. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision making regarding the company's revenue growth strategy, cost structure, and capital expenditures. Additionally, it includes establishing, tracking and monitoring key operating metrics used to drive the business to greater efficiency as well as creating ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI and helping drive finance discipline, fact-based decision-making, and financial visibility are all key facets to this group. This also includes consolidating, cash flow forecasting, independently leading automation initiatives, driving efficiency, and preparing financial reports to the Board. Roles within Financial Planning are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as analyzing business trends, changes, and new initiatives. Essential Functions: Roles and responsibilities for this position include, but are not limited to: • Independently planning and executing complex tasks that support non-routine activities and project goals • Guiding selection of appropriate methods and techniques in performing tasks • Possibly designing new techniques and applying advanced level of understanding project goals and methods • Maintaining high level of expertise through familiarity with processes and structures and applying appropriately to projects • Leading group meetings. Presenting results of work, interpreting data, and drawing conclusions regarding presented material and nature of work This role will have broad expertise or unique knowledge and use skills to contribute to development of company objectives and principles and to achieve goals in creative and effective ways. You will work on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. It is expected that you will exercise independent judgment in methods, techniques and evaluation criteria for obtaining results. Additionally, you will create formal networks involving coordination among groups and lead finance automation, consolidation and rolling forecast initiatives. It is expected that your role leads projects that enable the department/ group/team to meet and achieve goals. You will guide the successful completion of cross-functional programs. Additionally, it is expected that you will make decisions that have a long-term impact. You will act independently to determine methods and procedures on new or special assignments. You may supervise the activities of others. Your role typically reports to Managers/ Directors. Additionally, the level and nature of interaction of your role includes: • Managing work of other associates and having oversight on quality of work produced • Leading projects with manageable risks and resource requirements This is a role that contributes through own efforts and application of expertise, skills, or tasks. Qualifications/Skills: Bachelor's degree in Finance, Accounting, Business Administration, or a related field with 10 years of relevant experience, or Master's degree with 8 years of relevant experience. Equivalent work experience may be considered in lieu of degree. Minimum of 3 years of leadership experience. Advanced proficiency in Microsoft Excel and other financial software applications. Strong understanding of the three financial statements and ability to analyze and project financial data. Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders. Proven leadership skills with the ability to manage and develop a team of financial analysts. Strategic mindset with the ability to think critically, problem-solve, and drive business performance improvements. Energy or Utility industry knowledge and experience with Hyperion system preferred. .

We are seeking a dynamic and ambitious Financial Analyst familiar with Big Data, who will support the Finance Team with analyzing data across all facets of our business operations. You'll work closely with management to help model financial decision-making tools and maximize profitability for our food manufacturing and fulfillment operations. You will report to the CFO and will assist the Financial Planning & Analysis (FP&A) Manager and Pricing Manager on a day-to-day basis. Our growing FP&A team is developing a business intelligence tool, and this position will contribute to this development in various capacities from conceptualization to implementation. The ideal candidate will have experience in roles such as but not limited to Financial Analyst, Controller, Risk Analyst in industries such as but not limited to Manufacturing, Foodservice, Public Accounting or Banking. Qualifications Bachelor's degree in Accounting, Finance, Business Information Systems, or a similar field 2-5 years of progressing experience in accounting, financial planning, analysis, or similar roles. Experience in manufacturing or food industry is a bonus. 3 Years of Advanced to Expert level use of Microsoft Excel or other database systems Key Responsibilities Support FP&A Manager and Finance Leadership with financial planning processes (annual budgets, forecasts, long-term planning) and ensure alignment with business objectives. Maintain, develop and improve existing high-dimensional financial models to support decision-making and business strategy. Collaborate with cross-functional teams to gather and validate financial information, ensuring accuracy and completeness. Maintenance of data models for price books across a diverse set of customer and product lines. Support the preparation of financial reports, including variance analysis, cost of goods sold (COGS), and profitability analysis. Annual Forecast & Budgeting Support Assist in analyzing financial data, trends, and forecasts to support cost control initiatives and enhance financial performance. Contribute to continuous process improvement initiatives to enhance reporting accuracy, timeliness, and business decision-making. Aid Accounting & Finance Leadership with ad-hoc financial analysis projects as needed. Skills and Competencies: Masterful proficiency in Microsoft Excel (Advanced to Expert Level preferred - Data Models, PowerQuery, PowerBI, Macros) Understanding of Microsoft Access or other Database Warehouse Software Experience with at least 2 accounting or ERP Software -Involvement with FP&A Software Tools is an advantage Strong understanding of financial modeling, forecasting, and budgeting. Problem-Solving and curious, critical thinking skills Effectively manage multiple projects concurrently and meet deadlines Strong communication skills with the ability to simplify complex financial data for non-financial teams. Certifications (Preferred) MBA or Professional Business Certifications a plus, but not required Benefits Offered A dynamic, team-oriented culture that values creativity and innovation. Medical Dental Vision Supplemental Benefits 401(K) with Company Match PTO Sick Time Profit Sharing Referral Bonus

Job Title: AML SAR Writer Duration: 6-12 Months (Possible Extension/Conversion) Qualifications • 2-5 years experience in reviewing customer transactions and information for potentially suspicious activity and performing AML or financial investigations • Experience in writing and preparing Suspicious Activity Reports (SARs) in accordance with applicable regulatory requirements preferred. • CAMS Certification is a plus • Knowledge of the laws applicable to money laundering, terrorist financing, and other applicable financial/securities related crimes (e.g., insider trading, market manipulation), including the Bank Secrecy Act (BSA), The USA PATRIOT Act, US Treasury AML guidelines, OFAC, SEC, FINRA, FRB, FinCEN requirements, and SAR requirements • Advanced proficiency in MS Office (i.e., MS-Word, MS-Excel, MS-Access, MS-PowerPoint and MS-Outlook) Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

first PRO is partnering with a prominent organization located in Center City, Philadelphia, to recruit a skilled Financial Analyst. This is an excellent opportunity for a professional with 2+ years of FP&A experience to make a significant impact within a dynamic team. The successful candidate will play a crucial role in supporting the development of financial models, assisting with budgeting and forecasting processes, and contributing to the pricing and budgeting of contracts. Key Responsibilities: Financial Analysis & Reporting: Perform in-depth financial analysis, producing comprehensive and insightful reports that drive data-driven decision-making. Strategic Planning Support: Prepare and present accurate forecasts, budgets, and financial models to support the organization's strategic initiatives and key project planning. Data Interpretation: Analyze and interpret complex financial and power market data, identifying trends and potential risks, and recommending areas for further investigation. Cross-functional Collaboration: Work closely with various departments to collect and verify financial data, ensuring accuracy and completeness in reporting and forecasting. Performance Monitoring: Track and evaluate financial and operational performance against KPIs, providing actionable insights for continuous improvement. Policy Development & Compliance: Contribute to the creation and execution of financial policies, procedures, and internal controls to safeguard the company's financial integrity. Qualifications: Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Experience: At least 2+ years of experience in Financial Planning and Analysis (FP&A), with a strong understanding of financial modeling, budgeting, and forecasting. Skills: Proficiency in Excel, financial modeling, and analytical tools. Excellent communication skills with the ability to present complex financial data clearly and concisely. This is a fantastic opportunity to join a thriving organization in a key analytical role, offering growth potential and a collaborative work environment.

This role would be joining a renewable energy start-up platform that acquires, operates, and optimizes wind and solar infrastructure in the US. Operating assets through operational and commerical development. The Financial Analyst, while reporting to the CFO, will be supporting the Director of Accounting, Director of Financial Planning and Analysis, and Sr. Treasury Manager. The Financial Analyst will be a utility player supporting all of the functions in the CFO organization. This position involves active participation in planning, reporting, accounting, treasury and analysis functions. Role supports decision-making by providing accurate financial and data analysis while supporting ad hoc requests from the CFO, or their direct reports. Ensure a financial perspective is integrated into daily operations and compliance with managerial policies. Analyzing and manipulating large amounts of financial and commercial data. Supporting cash management and treasury functions including preparation of cash flow analysis, reports and models. Support financing, acquisition, and integration of existing and potential renewable energy projects. Active participation in planning, reporting, and analysis functions of the team. Qualifications And Skills Bachelor's and/or Master's Degree in Business Administration with an emphasis on Finance, Accounting or Data Management. 2 years of relevant experience in finance, accounting, and/or data analytics. Exceptional work ethic and desire to work in a start-up. Analytical understanding of finance, budgeting, treasury and accounting principles. Credibility, ethical, full disclosure and clean financial history. General knowledge of the energy industry, specifically renewable energy, is preferred. Proficient in Microsoft Office and other analytical software systems.

On behalf of our client in the Financial Services Sector, Procom is seeking AML Analyst is required AML Analyst- Job Specification Document and report case review/investigation findings and prepare case files for review (e.g. media search results, copies of statements/checks, results from internal system searches etc.) Conduct research over available Bank systems, the Internet and Databases consistent with the resolution of investigations. Collect and examine financial statements/transaction data and other documents to assist in identifying unusual transaction patterns Follow-up with additional Point(s) of Contact (POC) as needed to identify additional information in support of the case. Document all research and analysis conducted in the Case Management System Create Suspicious Activity Reports (SARs); and recommend relationship retention or termination; and track account closures as required. Liaise with other FIU units, ACRM, the Business, CSIS, FIU Legal, GIU, Trade Surveillance, and Law Enforcement, where applicable. AML Analyst - Job Specification 1-5 years experience in reviewing customer transactions and information for potentially suspicious activity and performing AML or financial investigations Experience in writing and preparing Suspicious Activity Reports (SARs) in accordance with applicable regulatory requirements preferred. CAMS Certification is a plus Knowledge of the laws applicable to money laundering, terrorist financing, and other applicable financial/securities related crimes (e.g., insider trading, market manipulation), including the Bank Secrecy Act (BSA), The USA PATRIOT Act, US Treasury AML guidelines, OFAC, SEC, FINRA, FRB, FinCEN requirements, and SAR requirements Advanced proficiency in Microsoft Office (i.e., MS-Word, MS-Excel, MS-Access, MS-PowerPoint and MS-Outlook) AML Analyst - Length 6 Months to start AML Analyst - Location New Castle, DE