Analyst - Investments
Finance advisor job in Philadelphia, PA
Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers.
Duties & Responsibilities:
Complete underwriting, market analyses, due diligence and financial analyses
Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews
Assist is asset management
Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes
Develop/update valuation models, monitor investments and participate in asset management
Conduct market research to identify potential target markets for new investment opportunities
Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects
Highlights:
• Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans
• Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations
• High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development
• Visibility & upward mobility: Lean team structure where performance is noticed and rewarded
Qualifications:
Bachelor's degree - business, finance, economics or real estate emphasis preferred
2+ years in real estate private equity, investment banking, or structured finance
Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial
Exceptional quantitative and analytical skills, with a high degree of attention to detail
Ability to communicate (orally and in writing) in a highly professional manner
Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel
Must be a highly organized self-starter that functions well in a team of multi-taskers
Sap Finance Control Consultant
Finance advisor job in Harrisburg, PA
Role:- SAP FICO, FM, and PS SME
**Currently Remote but can change to hybrid. Only candidates 1.5 hours or less from Middletown, PA will be considered**
The selected candidate will perform a variety of support duties, including:
• Serve as SME for Finance, Funds Management, and Project Systems process for supporting the current systems as well as supporting the implementation of any new S/4HANA-based financial enterprise software system, application, processes or procedures as part of the SMART project. This includes integration with other SAP modules and other related PTC systems.
• Serve as an IT point of contact and subject matter expert for Finance, Funds Management, and Project Systems related activities, coordinating with project, system integrator, and business resources as needed.
• Partner with the system integrator, internal IT, and the business finance teams to provide configuration, development, testing or other required support for PTC financial systems.
• Quickly adapt and learn PTC's current As-Is Finance, Funds Management, and Project Systems processes to facilitate mapping these processes to the To-Be processes in the SMART project.
• Work with the system integrator, internal IT, and the business finance teams to support the implementation of any new or enhanced processes or reporting capabilities.
• Support, develop, and document changes in Finance, Funds Management, and Project Systems processes in the current ECC and future S/4HANA environments as needed.
• Support data profiling, cleansing, reconciliation, testing, and validations of master and transactional data in support of project activities.
• Assure modifications and upgrades are thoroughly and successfully tested and documented.
• Partner with the system integrator, internal IT, and business teams to support reporting and analysis of financial and project systems information.
• Assist project team in identifying Finance, Funds Management, and Project Systems related training needs, including initial training for new users, training on new processes or training to groups on specific functionality in the S/4HANA environment, etc.
• Assist in troubleshooting and resolving issues in the current ECC environment and provide support during cutover and post-go live in the S/4HANA environment.
• Support best practices for system and process change management and business practice documentation.
Minimum Experience
• At least 10 years of experience in configuring and supporting SAP ECC 6.0 and S/4HANA Finance, Funds Management, and Project Systems.
• At least 2 implementation project experience in configuring S/4HANA Finance, Funds Management, and Project Systems.
• Extensive knowledge and experience with SAP Finance and Controlling components with a strong understanding of the related end to end business processes
• Strong knowledge and deep experience working with Project Systems components of SAP, ideally using both ECC and S/4HANA.
• Experience with month-end and year-end financial processes in SAP ECC 6.0 and S/4HANA
• Experience participating in process discovery and design workshops to develop and deliver SAP Finance, Project Systems and Funds Management solutions, ideally using SAP S/4HANA.
• Candidates must have thorough understanding of end-to-end business, data, and transaction processes.
• Experience developing, reviewing, and editing design documents (functional design, technical design, testing, etc.) as well as training material (process documents, job aids, etc.) as needed.
• Understanding of financial procedures, policies, and regulations for public agencies.
Desired Skillset
• Experience with real time and batch integration between SAP ECC 6.0 AND S/4HANA and other systems and vendors for finance related processes.
• Experience in Background job processing in SAP ECC 6.0 and S/4HANA for finance related processes.
• Experience in handling postings for various forms of payments such ACH, and Check and real time payments including digital payments processed in SAP
• Experience in integrating SAP ECC 6.0 and S/4HANA with external systems and banks.
• Experience with Integrations to and from Microsoft Dynamics
• Experience as a user with ServiceNow and Microsoft Azure DevOps (ADO)
• Experience with planning and executing migrations from ECC to S/4HANA
• Experience developing, documenting, and reviewing test scenarios, cases, scripts, and results as well as conducting hands on testing in ADO if necessary.
• Experience with planning and executing brownfield migrations from ECC 6 to S/4HANA including supporting migrations to cloud-based S/4HANA environments and transitions from SAP GUI to Fiori.
• Experience developing, documenting, and reviewing test scenarios, cases, scripts, and results as well as conducting hands on testing in ADO if necessary.
Certifications / Education
• Bachelor's degree in business management or information systems. Equivalent combination of education and/or experience may be accepted.
• Certifications in S/4HANA Finance, Funds Management, and Project Systems are strongly preferred
Engagement Requirements
• Candidate's location is preferred to be within the Continental United States.
• The work location will be virtual/remote until further notice. When required to be onsite, the work location will be at either PTC's Central Administration Building located at 700 South Eisenhower Boulevard in Middletown, PA, or PTC's Turnpike Industrial Park location located at 2850 Turnpike Industrial Drive, Middletown, PA.
• In-person interviews or work sessions with stakeholders will be conducted at the PTC facilities in Middletown, PA.
• Overtime requests always need to have prior approval of Project Principal with the rightful reasons for overtime.
• This position is primarily remote; however, this position may require reporting to the commission headquarters during key phases of the project - Solution Confirmation, Program Increment Cycles (PI), Showbacks, System Integration Test Cycles (SITs), User Acceptance Test (UAT), Go-Live, Immediately Post- Go-Live (Hypercare). The PTC will provide the onsite requirements when onsite is required.
• Any assigned PTC Equipment must be picked up in-person, by the resource, at the PTC's Middletown, PA office. Travel costs associated with picking up this equipment will not be reimbursed.
• Remote connectivity: computer equipment and access to required administrative services and facilities will be provided to vendor resources as required. Computer equipment for use while engaged with the Turnpike may include a laptop, iPad or other tablet device, laptop bag, monitors, wireless keyboard, mouse, or other equipment as required to perform job functions. When an engagement ends, all equipment issued to the vendor resource must be returned to the PTC within 2 weeks of the resource being offboarded. All equipment shall be returned to the PTC in good working condition. The Prime Contractor will be invoiced for any unreturned equipment or equipment damaged beyond reasonable wear and tear.
• No additional compensation for any travel required, if the resource is based within a 3-hour commuting distance. The rate is inclusive of any travel costs.
• Travel expenses submitted for reimbursement must adhere to federal GSA guidelines governing hotel, mileage, and meals per diem rates, and must include appropriate expense documentation (receipts). GSA Guidelines are available at: ***********************************************************************************
• Vendors are responsible for providing complete and accurate information and correctly completed forms for on-boarding resources. The vendor should allow a minimum of five to seven business days to fully on-board new resources. Vendor resources must:
• Complete the consultant onboarding spreadsheet provided by the PTC.
• Sign the PTC's “Acceptable Use of Commission Technology Resources” (Policy 8.01) and the Non-Revenue Card Application Use Agreement for door access.
• Provide a contact phone number and a current professional photo.
• Must provide a copy of the results of a Pennsylvania Access to Criminal History - Record Check Certification (ePATCH) of the selected candidate dated after the release date of the Statement of Work.
• Provide a copy of the results of a National Criminal Check.
• If vendor resources will manage or access PTC systems and/or data for the Commission, they must sign a non-disclosure agreement (NDA), which must also be approved and signable by their PTC supervisor.
• The PTC IT Department has established the following guidelines while working virtually and the vendor resource is expected to follow them:
• Use cameras during meetings.
• Maintain a professional appearance when in meetings and on camera.
• Resources must be available to come to the PTC work location within 3 hours in case of an emergency.
• The vendor-provided resource is expected to be on-site as needed for planned implementations or system issues (when required) with advance notice given when possible.
• Resources must abide by all published IT Standards, including those published publicly at *************************************
Retirement Planner/Financial Advisor
Finance advisor job in Pittsburgh, PA
Golden Reserve is looking for an experienced financial retirement planner for our locations in our Pittsburgh region (Canonsburg, Green Tree). We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of business, or your parents werent a member of the right country club. We know about the empty promises youve probably heard to get you in the door but very little support and guidance once you get started.
Golden Reserve built our company on trying to not just change the financial industry for retirees but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows
(********************************************************** Seminars and Digital channels.
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
We provide:
Salary
:
Retirement Planner (24 years of client selling experience) - $150,000, increasing to $175,000 in Year 2
Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2
Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation
Prospects
you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads
Benefits
Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance
We expect:
·
Conversion
: we deliver the leads we expect you to win and convert them into clients
·
Service
: provide excellent customer service to your existing clients
·
Commitment
: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY this is NOT a typical financial services position so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And dont take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
Click to see our Radio, TV & YouTube shows (********************************************** and our CEOs Amazon bestselling book that defines our companys culture and mission Fire Your Financial Advisor (**********************************
You can also learn more at **********************
Requirements:
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Compensation details: 175000-200000 Yearly Salary
PI1f6a45d8e5fe-31181-39077989
Financial Advisor
Finance advisor job in Philadelphia, PA
Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights.
At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth.
Who We're Looking For:
We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location.
Some of the essential duties and responsibilities:
Develop and prepare comprehensive financial plans for new and existing clients
Make investment recommendations and subsequent follow-ups for client portfolios with investment team
Provide ongoing support for existing clients through annual reviews
Present life insurance and annuity analysis
Create a planning process to help individuals meet their financial goals.
Work with businesses, business owners and individuals
What We Offer:
Highly competitive transition income for established advisors
Company matched 401(k)
Internal support staff
Hands on training and development program
Health Benefits
Medical
Dental
Vision
Prescription
Life Insurance
Long Term Disability
Position Requirements:
Bachelor's Degree
At least 3 years related experience in the Financial Advisor role
Series 7 & 66 securities licenses (or 65/63)
Life/Health preferred
Exceptional client relationship management skills
Excellent writing and verbal communication skills
Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills
All resumes are kept strictly confidential.
#LI-JC1
#vizi#
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow.
And with our broadened mission has come corporate growth:
We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs.
We help educators identify their financial goals and develop plans to achieve them.
This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
Financial Advisor
Finance advisor job in Lock Haven, PA
Financial Advisor is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances. The Financial Advisor will also discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status.
Essential Functions
* Develop new business on the financial services platform
* Retain existing business
* Initiate contacts for developing and closing new business
* Conduct securities buying and selling
* Develop and meet with prospects to explain Northwest's investment services
* Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
* Maintain an ongoing relationship with existing customers to retain and develop business
* Develop a high community profile
* Utilize Northwest office network for referrals and prospects
* Ensure mailing lists are maintained and participating in marketing initiatives and campaigns
* Conduct educational meetings as required
* Communicate on the development of new business accounts
* Administer certain client accounts as required
* Assist with setting personal goals and targets
* Meet and/or exceed annual production guidelines
* Cultivate potential referrals from existing clients, Retail Offices, Northwest's departments and centers of influence in the community
* Complete financial profiles and accurately analyze customer needs and prepare proposals
* Recommend products and services accordingly, taking into account all available alternatives
* Perform presentations, meetings, and seminars with prospects
* Finalize new agreements and all supporting new account documentation with customers
* Cross-sell other Northwest products and services
* Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
* Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
* Provide required reporting on a timely basis
* Monitor client accounts on an ongoing basis
* Review customer account transactions daily
* Coordinate customer documentation and agreements
* Schedule client meetings on a periodic basis
* Conduct regular investment/relationship reviews as required to retail client relationship, and securities buying and selling as directed by client (licensed representatives)
* Complete timely buying and selling (licensed representatives)
* Oversee/schedule client distributions / bill payments
* Review financial / investment markets daily
* Ensure total document and data integrity
* Develop a high community profile
* Initiate and author client correspondence
* Assure accurate information passed to Operations
* Oversee system coding on individual accounts
* Adhere to stated fee schedules
* Minimize nonstandard fee schedules
Additional Essential Functions
Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Assist with setting personal goals and targets
* Recommend improvements to sales and procedures
* Recommend new marketing initiatives / potential new business opportunities
* Recommend additions to product and services offerings
* Complete special projects as they are assigned
Safety and Health for Supervisors without Direct Reports
* Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
* Consistently and fairly enforce safe work practices
* Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
Bachelor's Degree in Finance /Related Degree
Preferred Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Employee Benefits
Licenses and Certifications
Series 7
Life/Accident/Health
Series 63
Series 65 or Series 66
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyFinancial Advisor
Finance advisor job in Pittsburgh, PA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyAdvisor, Finance Operations (Medical Customer Rebates)
Finance advisor job in Harrisburg, PA
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP 1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Wealth Advisor - State College, PA
Finance advisor job in State College, PA
Primary Office Location:117 South Allen Street. State College, Pennsylvania. 16801.Join our team. Make a difference - for us and for your future.
Wealth Advisor
Business Unit: WM - FNTC
Reports to: Market Executive - Wealth Management
Position Overview:
This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual will lead and deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client. Among the areas the individual will focus will be:
Personal Wealth Management with a focus on HNW clientele.
Institutional Wealth Management
Retirement Plan Services - to include 401k and Pension plans
Primary Responsibilities:
Promotes the Wealth Management (WM) Model internally to internal business partners to develop organic sales opportunities. Works with internal bank and external network to develop leads for WM.
Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies needs and presents solutions. Drives revenue to FNTC and FNBIA.
Prepares all associated and required documentation in conjunction with sales of investment services and products in a manner compliant with company and regulatory oversight.
Manages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle.
Prepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures.
Keeps current on all products and services offered through the WM area, demonstrates an in-depth knowledge of these products and services and is able to position and differentiate the corporation from industry competitors.
Continually recognizes the responsibility to promote FNTC products, services and image by being involved in community development and by participating and attending local community events.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CTFA or CFP designation preferred
Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - State College, PA
Finance advisor job in State College, PA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyEquity Analyst
Finance advisor job in Philadelphia, PA
The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.
* Minimum of three years of experience, CFA preferred
* Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
* Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
* Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
* Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
* Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
* Keep abreast of industry and academic research and identify new research ideas
* Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process
* Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
* Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies
Competencies for Success:
* Ability to work independently and as part of a team
* Strong financial statement analysis, valuation, and modeling skills
* Bachelor's degree in finance, business, economics, math, or business administration
* Bloomberg and or Factset proficiency
* Microsoft office proficiency
* Python, SQL and or programming proficiency a plus
* Strong work ethic, high integrity and aligned with the company's core values
* Strong communication and interpersonal skills
* Exceptional quantitative, verbal, and written communication skills
* Ability to adapt to and learn new technologies
Financial Experience Advisor Level II - Robinson Twp
Finance advisor job in Robinson, PA
Description Your MissionBe the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that makes a difference. What You'll Do
Perform vault duties and keyholder responsibilities
Educate members on Clearview's products & services
Solve financial needs with smart, tailored solutions
Build strong relationships, in person and by phone
Assist with accounts, loans, transactions, and digital tools
Represent Clearview at community and charity events
What You Bring
6+ months vault and keyholder experience required
Excellent communication & relationship-building skills
Advanced knowledge of financial products and lending
Demonstrated cross-selling skills
Quick learner, detail-oriented, open availability
Driven by empathy, integrity, and growth
Why Join UsAt Clearview, we're all about people helping people. You'll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day. Working Hours: Scheduled during the following hours of operation:
Monday - Thursday: 9am - 5pm
Friday: 9am - 6pm
Saturday: 9am - 2pm Apply today and start making lives better, one member at a time. We're proud to be an Equal Opportunity Employer. Diversity fuels our success.
Auto-ApplyClient Advisor - Mercedes Benz of State College
Finance advisor job in State College, PA
Full-time Description
We have immediate openings for energetic, enthusiastic and highly motivated salespeople to join our growing and dynamic team! Are you a career minded individual in search of a workplace to call home? At Mercedes Benz of State College, you'll have the opportunity to have a positive impact on our customers and our community while achieving your financial and career goals!
Qualifications and Job Requirements:
· Be self-motivated, positive, driven, and helpful
· Prior experience is a plus, but we will train the right individual
· Effective listening and communication skills
· Attention to detail
· Valid driver's license and clean driving record
Responsibilities:
· Greet and guide clients through their purchase experience
· Assist clients in identifying the right vehicle for them
· Conduct product presentations and demonstration drives
· Build and maintain relationships with new and existing clients
What we offer:
· Competitive compensation: industry leading pay plans
· PTO and holidays
· The top insurance program in the industry including medical, dental, prescription and vision
· Employee pricing on vehicle purchases, parts, service / repair and car wash
· 401(K) retirement plan with company matching
· Advancement opportunity with the Ciocca Automotive Family - we promote from within!
At Mercedes Benz of State College, our team members enjoy a supportive and collaborative work environment. Don't miss out on this exciting opportunity to grow your career! Apply now!
We are an equal opportunity employer and prohibit discrimination/harassment 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
Salary Description Competitive compensation:industry leading pay plan
Home Equity Analyst
Finance advisor job in State College, PA
Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...
The Home Equity Analyst assists members and process loan applications to ensure a smooth, timely loan process from application through funding with a focus on Home Equity products.
Schedule: Monday - Friday 9:00am - 5:00pm
In this position, you will
* Process and analyze Home Equity lending products.
* Demonstrate effective phone skills and handle incoming phone calls to include product inquiries, application status' and taking applications by phone.
* Processes, denies, and approves loan applications, using analysis and interpretation of facts and understanding of federal and state regulations and credit union policy, product guidelines, underwriting standards and procedures. Refers applications to management as required for 2nd level reviews. Process reconsiderations of loan denials/decisions/suspensions.
* Monitor and process various loan pipelines including new applications, incomplete applications, and approved applications. Make outbound follow up calls as needed.
* Communicate with members, outside vendors, and resources (e.g., appraisers, counties, deed report provider, flood provider, etc.) and financial institutions to acquire information necessary to complete loan processing.
* Identify and act upon opportunities to cross-sell PSECU products to membership. Conduct out-bound calls to cross-sell products and services as needed.
* Other duties as assigned.
Qualifications:
High School (Required)
Auto-ApplyCorporate Finance Analyst
Finance advisor job in Pittsburgh, PA
The Corporate Finance Analyst plays a pivotal role within the finance department, providing analytical and operational support across a wide range of activities related to corporate debt, loan transactions, capital markets, and leasing.
This position is ideal for a finance professional with a keen analytical mind, strong attention to detail, and an entrepreneurial spirit eager to work on complex transactions that drive financial strategy and growth. The analyst will interface closely with internal stakeholders, external lenders, and auditors, ensuring the organizations debt portfolio is managed efficiently and in full compliance with legal and financial obligations.
Key Responsibilities
Support capital markets transactions, execution of new loan agreements, and amendments to existing debt facilities.
Assist in preparing presentations and recommendations for senior management regarding debt issuance, refinancing opportunities, and market conditions.
Ensure ongoing compliance with all reporting obligations, financial covenants, and requirements related to debt agreements and capital market transactions.
Produce regular internal and external reporting, including debt schedules, covenant calculations, and compliance certificates.
Prepare and update borrowing base calculations for asset-based loans.
Work closely with operations, accounting, and treasury teams to ensure data accuracy and timeliness.
Support the management, execution, and tracking of leasing arrangements.
Perform lease vs. buy analysis and provide insights to support decision-making on asset financing.
Prepare periodic reports on the organizations debt and lease portfolios for management and external stakeholders.
Participate in ad hoc financial modeling, scenario analysis, and special projects as directed by finance leadership.
Assist in process improvement initiatives to streamline reporting, compliance, and transaction execution.
Conduct market research and benchmarking analysis on capital structure trends and competitors financing strategies.
Required Qualifications
Bachelors degree in Finance, Accounting, Economics, or a related field; Masters degree or professional designations (CFA, CPA) are an asset.
Minimum of 3 years of relevant experience.
Solid understanding of corporate finance concepts and strong interest in debt instruments, loan agreements, capital markets, and lease accounting.
Strong quantitative and analytical skills with advanced proficiency in Excel and financial modeling.
Excellent organizational skills and attention to detail.
Strong verbal and written communication abilities; capable of presenting complex information clearly to diverse audiences.
Ability to manage multiple priorities, meet tight deadlines, and adapt to changing business needs.
High level of integrity, discretion, and professionalism in handling confidential information.
Preferred Skills and Competencies
Experience participating in syndicated loan or capital market transactions.
Working knowledge of asset-based lending, borrowing base methodology, and collateral management.
Demonstrated problem-solving skills with the ability to work both independently and as part of a team.
Proactive approach to identifying process improvements and efficiency opportunities.
Strong sense of accountability and ownership of assigned projects and deliverables.
Familiarity with credit ratings and their methodology.
Working Place: Pittsburgh, Pennsylvania, United States Company : 2025 OCt 16th Virtual Fair - US Steel
Customers Bank 2026 Summer Internship Program
Finance advisor job in Malvern, PA
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Who is Customers Bank?
Customers Bank is a high-performing, digital-forward financial institution committed to innovation, collaboration, and community impact. With a culture rooted in entrepreneurship and continuous learning, we invest deeply in developing the next generation of leaders who will shape the future of banking.
Our internship program is a cornerstone of our early-career talent strategy, offering students hands-on experience, executive exposure, and the opportunity to solve real business challenges - including our signature AI Capstone Project.
We get you further, faster.
You're known by name. You're trusted as a builder, advisor, and innovator.
We start from a place of possibility.
We embrace innovation and challenge convention to create meaningful, lasting impact.
We act decisively.
We pursue opportunities with urgency and agility, bringing ideas to life quickly and effectively - always with a focus on high-impact outcomes.
We own our results.
Through effort, resilience, and relentless accountability, we drive measurable success for our clients, communities, and company.
We measure what matters.
We set high standards, track progress, and hold ourselves accountable to outcomes that truly matter.
What you'll do: During this 10-week program, you'll be embedded within a specific business area - such as banking, risk, operations, finance, or technology - working on projects that support real team objectives. You'll also collaborate with fellow interns on an AI-focused capstone project, participate in professional development programming, and engage with leaders across the organization.
* Analyze data, support process improvements, and assist with research
* Participate in weekly development workshops and executive speaker sessions
* Contribute to department assignments aligned to business needs
* Work with your intern team to tackle an AI-driven business challenge
* Present your final project and insights to senior leadership
* Build meaningful relationships across the bank through networking and team activities
What do you need?
* Rising senior (Class of 2027) pursuing a bachelor's degree
* Interest in banking, financial services, business, technology, risk, compliance, analytics, or related areas
* Strong communication, collaboration, and problem-solving skills
* Curiosity and a willingness to learn in a fast-moving environment
* Ability to work full-time for the 10-week summer program
* Authorization to work in the U.S.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
Auto-ApplyInvestment Strategist Intern, application via RippleMatch
Finance advisor job in Philadelphia, PA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
Basic understanding of investment concepts, financial markets, and asset management strategies.
Familiarity with financial modeling, quantitative analysis, and investment research techniques.
Ability to assist in the analysis of market trends, economic data, and investment opportunities.
Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models.
Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, for working with investment teams and presenting findings.
Eagerness to learn and stay updated with advancements in investment strategies and market conditions.
Hands-on experience in creating and interpreting financial reports and investment portfolios.
Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
Auto-Apply2026 Global Fixed Income Investment Management Intern
Finance advisor job in Pittsburgh, PA
Federated Hermes Summer Internship Program provides students the opportunity to gain "hands on" experience and develop professional skills as well as the ability to network with talented professionals and gain insight into career possibilities within the asset management industry. The program includes a variety of events to enhance your internship experience, provide information about the firm and foster collaboration.
Purpose of the Internship:
As an Investment Management Intern, you will support the portfolio management of approximately $3.8 billion in municipal bond mutual funds managed by Federated Hermes. You will gain a broad understanding of the investment process through attendance at group meetings and through your work with municipal credit analysts assigning Environmental, Social & Governance ratings and reviewing & assigning credit ratings to investment grade municipal securities. You will gain exposure and expertise in credit analysis of various municipal sectors, including state & local government general obligation bonds and water/sewer, higher education, and public power revenue bonds.
Major Duties:
* Review, assess, and prepare credit analyses of investment grade municipal securities
* Provide written reports and verbal presentations to Municipal Bond Group portfolio managers and analysts
* Assist in preparation of market or economic data related to the investment management process
Hours/location:
* 8:30 a.m. - 5:00 p.m.
* Federated Hermes Tower - Pittsburgh, PA 15222
* Hybrid work arrangement (in office / remote)
Explanatory Comments:
* Solid oral and written communication skills
* An interest in investment management, particularly fixed income, including public/municipal finance
* Good organizational, quantitative, and writing skills
Position Specifications:
* Pursuing a degree with a concentration in Finance, Accounting, Economics or related major preferred
* Proficiency with Microsoft Products including Word and Excel required
* Knowledge of investment industry and mutual fund terminology preferred
Investment Banking Intern (Spring 2026)
Finance advisor job in Philadelphia, PA
About ComCap Holdings
ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies.
During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments.
Role Qualifications
Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above.
Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses.
Financial modeling experience in Excel, basic or better PowerPoint skills.
Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period.
Strong written and verbal communication skills.
A strong academic record from a leading undergraduate program is required.
Entrepreneurial streak.
Work authorization in the US.
Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally.
Role & Responsibilities
Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients.
Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit.
How to Apply:
Please submit the following to ************************
Subject: First Name Last Name - CV / Position Applied for
Given Name
Last Name
Email
University
Expected Graduation Date
Major Field of Study
Resume/CV
Academic Transcript
Why do you want to intern at ComCap?
How many hours can you commit to the internship?
Visit our career page at ***************************** for more information.
Easy ApplyPersonal Banking Advisor (Seventeenth St.) - $500 Signing Bonus
Finance advisor job in Altoona, PA
Reliance Bank is currently seeking candidates to join our team in the role of Full-Time Personal Banking Advisor (PBA)based at our Seventeenth Street branch location in Altoona, PA. Successfully-hired candidates will receive a $500 signing bonus.
This is an excellent opportunity for individuals seeking to gain experience in the banking industry. Our Personal Banking Advisors each complete a comprehensive hands-on training program to orient them to all aspects of banking and provide them with the knowledge to be successful in their roles. Prior banking experience is not required.
About this position:
The Personal Banking Advisor is the first and primary point of contact for customers visiting the branch, either via lobby, phone or drive-through. They will warmly greet and engage customers to determine their banking needs. In the majority of cases, the PBA will work with the customer to complete their banking transactions from start to finish, ensuring a smooth and enjoyable banking experience.
Primary responsibilities of this position include:
Warmly greets and actively engages customers in the lobby or via the phone
Provides excellent customer service in alignment with Reliance Bank standards. This includes the prompt acknowledgement of customers; maintaining a friendly and courteous disposition, and ensuring that that customers are satisfied with all transaction requests.
Performs branch operational tasks on a daily, monthly, and/or quarterly basis.
Facilitates Personal unsecured lending from application to closing. Reviews all appropriate loan documents for loan closings and/or adverse action; reviews said action with customers.
Accurately and efficiently completes the documentation and performs processing on all types of new accounts (business and personal); e.g., deposits, unsecured loans, etc.
Maintains a thorough knowledge of the features and benefits of personal bank products and services.
Increases customer awareness of the technology available to them through our products and services.
Recognizes potential opportunities for new business from both present and prospective customers; maintains and develops ongoing relationships with present customers in order to enhance cross-selling activities.
Ideal candidates should possess exceptional interpersonal skills; a solution-driven mentality; a passion for exemplary service; strong written and verbal communication skills; proficient computer skills; ability to learn and effectively operate various computer software programs; strong time management and organizational skills; ability to bend, sit, reach, walk up and down steps and stand for extended periods of time; ability to lift and/or carry items approximately (50) lbs. or less; visual and auditory skills.
Required Education/Experience: A High School Diploma or equivalent is required; a minimum of two (2) years' experience in a customer-service based position preferred.
We are proud to offer our team members a comprehensive benefits package, 401(k) retirement savings program, Paid Time Off, Paid Holidays, annual bonus program, advancement opportunities, and a welcoming work environment.
Reliance Bank is an Equal Opportunity/Affirmative Action Employer including Veterans
Auto-ApplyFinancial Analyst
Finance advisor job in Chest Springs, PA
Our client in the financial industry is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the Finance department supporting ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis. The ideal candidate will have strong analytical skills, attention to detail, and experience with SAP PA module.
**Job Title:** Financial Analyst
**Location:** Philadelphia, PA
**Pay Range:** $85,000 - $95,000
**What's the Job?**
+ Provide technical and analytical support to ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis.
+ Serve as the power user (in conjunction with the FP&A Manager) for the SAP PA module.
+ Assist with the development and maintenance of financial models and reports.
+ Collaborate with cross-functional teams to identify and implement process improvements.
+ Prepare ad-hoc analysis and reports as needed.
**What's Needed?**
+ Bachelor's degree in Finance, Accounting, or related field.
+ 3+ years of experience in financial analysis or related field.
+ Strong analytical skills and attention to detail.
+ Experience with SAP PA module.
+ Excellent communication and interpersonal skills.
**What's in it for me?**
+ Competitive salary and benefits package. 85-95K annually
+ Opportunity to work with a dynamic and collaborative team.
+ Professional development and growth opportunities.
+ Work-life balance and flexible schedule.
+ Opportunity to make a meaningful impact on the organization.
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.