Investment Consultant - Princeton, NJ
Finance analyst job in Princeton, NJ
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Analyst
Finance analyst job in Princeton, NJ
Jigar Kachhia at email address **************************** can be reached on # ************.
We have Contract Role of Financial Analyst IV our client at Princeton NJ Please let me know if you or any of your friends would be interested in this position.
Position Details:
Financial Analyst IV, Princeton NJ
Location : Princeton NJ 8540
Project Duration : 12+ months of contract
Pay range : $45-49 an hour on W2
About Abbott Point of Care:
Abbott Point of Care is a global leader in providing critical medical diagnostic and informatics products for rapid blood analysis that are intuitive, reliable, and cost-effective. Our i-STAT System is an advanced, portable diagnostic tool that provides real-time, lab-quality results within minutes to accelerate patient-care decision-making as well as optimize resource utilization for our customers and the patients that they serve. The i-STAT System has the industry's most comprehensive menu of tests in a single, with-patient platform, including tests for respiratory, metabolic, coagulation, hematology, glucose, and cardiac function. By delivering lab-quality results in minutes, on just a few drops of blood, our i-STAT System fosters a collaborative, patient-centered environment while driving improved operational performance.
About the role:
Abbott Point of Care has a new opening for a Sr. Financial Analyst. This role will support the Division FP&A HQ team with providing financial planning & analysis for the business by building and managing financial reports, preparing analysis for business reviews and other adhoc request.
Responsibilities include:
Prepare financial analysis and reports (such as Plans, Latest Best Estimate (LBE's) and Long Range Projections (LRP)) for P&L and balance sheet metrics that meet the timing and quality of presentation requirements, facilitate management review and decision making while ensuring integrity of data and compliance with GAAP as well as Abbott's operating policies
Maintain an effective and efficient planning process for the division and functional areas being supported, including the coordination of a planning calendar with key dates and deliverables
Develop flexible, comprehensive tools and templates to support the consolidation and timely completion of corporate schedules as well as develop system solutions and process improvements that meet the needs of the financial planning and/or reporting requirements
Support the Sales & Operations Planning (S&OP) process by managing the reporting of monthly financial performance metrics such as: sales and expense variances, cash conversion cycle (CCC), Integrated Business Planning (IBP), etc
Provide financial support to Global Marketing organization. Partner with marketing team to create annual budget and forecast
Complete month-end close activities: tie out monthly revenue, prepare journal entries, expense summaries, and project spend analysis
Prepare and analyze daily and weekly sales reporting / projections
Maintain finance scorecard on deliverables from other APOC finance organizations
Perform adhoc requests and drive cross-business analytic projects for senior management, with financial modeling, data mining and presentation support
Education Requirements:
Bachelor's degree, preferably in accounting or finance, or an equivalent combination of education and work experience.
Minimum Qualifications:
Position requires 7+ years of finance experience to include roles of increasing responsibility in accounting and/or finance
Strong Excel skills, demonstrate initiative, analytical thinking, critical-thinking and problem-solving skills
Demonstrated ability to provide data and analysis to support decision making, methodical approach to problem solving and rational ideas supporting them, ability to keep learning and to teach others, traditional accounting knowledge and facilitator of management needs, streamlining functions within the department and an efficient work Ethic.
Financial Analyst
Finance analyst job in Princeton Junction, NJ
We are looking for a strong BA/Finance Analyst with experience in supporting and improving business functions related to Corporate Finance and Wealth Management namely - Advisor Performance & Compensation, and Advisor Onboarding.
The position involves analytical work, collaboration with multiple teams, and an interest in emerging technologies, such as Artificial Intelligence.
This is an ONSITE role.
Responsibilities
Lead and support cross-functional projects related to corporate finance and advisor operations.
Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
Analyze advisor performance metrics and compensation structures for strategic decision-making.
Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
Build and manage budgeting and forecasting models for advisor performance and profitability.
Facilitate communication among stakeholders to ensure clarity and alignment.
Qualifications
Experience in business analysis, ideally within financial services or wealth management.
Knowledge of corporate finance principles and advisor compensation models.
Background in defining and implementing business workflows.
Strong communication and stakeholder management abilities.
THIS IS AN ONSITE ROLE WITH AN ONSITE INTERVIEW SO ONLY LOCAL CANDIDATES WILL BE CONSIDERED FOR THIS ROLE.
NO VISA SPONSORSHIP PLEASE.
Financial Analyst
Finance analyst job in Princeton, NJ
We are seeking a detail-oriented and motivated Junior Accountant to join our Finance team,
with a specialized focus on pharmaceutical accounting. This role is ideal for someone with
foundational accounting experience and a strong understanding of the pharmaceutical
industry's understanding of G2N and revenue analysis, rebate structures, including
commercial, Medicaid, and Medicare Part D programs.
Key Responsibilities:
Assist in the preparation, review, and processing of rebate claims and accruals.
Support monthly, quarterly, and annual financial close activities related to rebates.
Reconcile rebate-related accounts and ensure accuracy of general ledger entires.
Collaborate with cross-functional teams including Sales, Contracts, and Market Access to validate rebate data.
Maintain documentation and audit trails for all rebate transactions
Assist in preparing reorts and analysis for management and external auditors
Ensure compliance with GAAP and internal financial policies
Participate in system upgrades or implementations related to rebate tracking and accounting
Perform other duties as assigned
Qualifications
Degree in Accounting, Finance, or related field
1-3 years of accounting experience, preferably in the pharmaceutical or halthcare industry
Familiarity with rebate programs (e.g., Commercial, Medicaid, Medicare Part D)
Strong Excel Skills; experience with ERP systems (e.g., QuickBooks, SAP) is a plus
Excellent attention to detail and organizational skills
Ability to work independently and as part of a team in a fast-paced environment
Preferred Skills
Experience with contract management systems and rebate processing platforms
Understanding of government pricing regulations and pharmaceutical compliance
Strong analytical and problem-solving abilities
Salary offers are based on a wide range of factors including but not limited to relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation.
Senior Change Control Analyst
Finance analyst job in Lansdale, PA
Analytical Research & Development (AR&D) - Responsible for the strategic oversight and tactical operations of analytical method validation for commercialization of large molecules (Biologics and Vaccines).
The team is seeking a motivated candidate to provide global analytical change control support for pipeline products within biologics and vaccines. The candidate with a preferred change control background will support global analytical changes (e.g. method and specification establishment and revisions) impacting pipeline commercialization.
Primary Responsibilities:
Manage end-to-end analytical change control activities associated with commercialization and ensure change control compliance with all regulatory expectations and global procedures.
Partnering with key stakeholders in Regulatory, Analytical, Technology, Supply Chain, Operations, and Quality to coordinate assessments and approval of analytical change controls.
Develop change strategy through creation of change plan and tasks and maintain end-to-end oversight to drive progress and escalate where required.
Required Experience and Skills:
Experience and understanding of change control environment and systems
Work independently and within cross-functional teams.
Effective organization to multi-task and manage multiple projects
Strong collaborative and communication skills
Effective written and oral communication skills
Education:
BS degree required, concentrations in life sciences, engineering or related relevant discipline with 4+ years of relevant industry experience.
Senior Financial Analyst
Finance analyst job in King of Prussia, PA
Seeking a highly analytical and detail-oriented Senior Financial Analyst. This role will be instrumental in delivering data-driven insights, supporting strategic decision-making, and optimizing financial performance across the organization.
The ideal candidate will bring a deep understanding of healthcare financials, budgeting processes, and data visualization tools to enhance financial planning and analysis functions.
Key Responsibilities:
Develop, maintain, and optimize Power BI dashboards and reports to provide actionable insights to stakeholders.
Analyze financial performance, identify trends, variances, and risks, and communicate findings to leadership.
Partner with operational and clinical departments to support budget forecasting, cost analysis, and financial planning initiatives.
Support month-end and year-end financial reporting processes, ensuring accuracy and timeliness.
Conduct in-depth healthcare financial analysis, including payer mix, revenue cycle, cost of care, and service line profitability.
Collaborate with IT, data teams, and other analysts to streamline data sources and ensure data integrity.
Prepare presentations and reports for senior leadership, translating complex data into clear business insights.
Support scenario modeling, ROI analysis, and business case development for strategic initiatives.
Monitor KPIs and recommend improvements to financial strategies based on data insights.
Required Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus.
3 - 5+ years of experience in financial analysis.
Power BI.
Strong knowledge of healthcare financial metrics, reimbursement models, and cost structures.
Proficiency in Excel, SQL, and ERP systems (e.g., Workday, Oracle, SAP) preferred.
Excellent analytical, problem-solving, and communication skills.
Ability to work independently and collaborate across cross-functional teams.
Analyst - Investments
Finance analyst 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
Financial Advisor
Finance analyst job in Willingboro, NJ
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 isa 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
Asset Management Analyst
Finance analyst job in Philadelphia, PA
Company
Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations.
Responsibilities
This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development.
Essential Functions
Supports leadership in PREIT portfolio lease execution.
Create and update annual property budgets and creating forecasting models for region in Argus and Excel.
Develop pro formas and projections for leasing representatives to help them in negotiating transactions.
Develop and track pro formas for redevelopment projects.
Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses.
Build and maintain quarterly covenant calculations for term reporting.
Participate in Regional Production meetings and ensure action items are addressed in a timely manner.
Monitor performance of the property and identifying operations and challenges and implement strategies to respond.
Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants.
Prepare financial projections for the properties and portfolio, and for properties under consideration for development.
Carry out special assignments/projects as assigned by management.
Assist team in acquisition, disposition, and refinance initiatives.
Qualifications
Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable.
1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position.
Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors.
Excellent written and verbal communication skills
Detail orientation demonstrated ability to multitask effectively, and strong analytical skills.
Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus.
Ability to work in Center City, Philadelphia office 4 days per week.
Benefits
401(k)
Health insurance
Revenue Cycle Analyst, Healthcare
Finance analyst job in Pennsauken, NJ
The Revenue Cycle Analyst supports BAYADA Home Health Care's mission by analyzing, monitoring, and optimizing aspects of the revenue cycle, including insurance verification, authorizations, billing, payer performance, and reimbursement. This role serves as a key liaison between service offices, reimbursement teams, and cross functional stakeholders to ensure accurate reporting, effective process improvements, and sustained revenue integrity. The Analyst will also provide insights and recommendations to leadership through data-driven reporting and trend analysis
*MINIMUM QUALIFICATIONS:*
* Four (4) year college degree in healthcare administration, business, finance, or related field.
* Minimum two (2) years of healthcare revenue cycle, reimbursement, or related business experience (home health preferred).
* Minimum two (2) years of experience with BAYADA revenue cycle operations.
* Demonstrated record of goal achievement and exceeding performance standards.
* Proven ability to analyze and interpret revenue cycle data and create actionable reports.
* Strong interpersonal skills with a demonstrated ability to build collaborative relationships.
* Excellent written, verbal, and presentation skills.
* Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); familiarity with business intelligence tools and EMR systems.
* Understanding of basic business software applications required to perform job functions.
* Highly organized with strong attention to detail and ability to manage competing priorities.
* Customer service mindset with commitment to excellence and reliability.
* Specialized knowledge (as applicable to assignment):
* Collections: Comprehensive understanding of collection processes across all payer types (Medicare A/B, Medicaid, FFS, PDGM, and Managed Care for Home Health & Hospice).
* Insurance Verification: In-depth understanding of insurance verification processes.
* Authorizations: Thorough knowledge of authorization requirements for all applicable payers.
* Billing & Support: Strong understanding of revenue cycle management functions across billing and reimbursement.
*PRIMARY RESPONSIBILITIES:*
* Serve as a subject matter expert on designated revenue cycle functions (insurance verification, authorization, billing, collections, payer setup, payer performance, and EMR system support).
* Prepare, analyze, and distribute recurring and ad hoc reports to highlight trends, risks, and opportunities for improvement.
* Identify and escalate front-end revenue cycle, payer, billing, or collection issues and recommend solutions to improve reimbursement and reduce days sales outstanding (DSO).
* Partner with service offices and reimbursement staff to address denials, reimbursement delays, and preventable bad debt.
* Conduct root cause analyses of revenue cycle challenges and recommend process improvements to eliminate inefficiencies and manual work.
* Provide training, guidance, and technical support to associates and senior associates as assigned and needed.
* Collaborate with designated team members to provide technical support.
* Conduct quality audits to ensure compliance with standards and share results with leadership for next steps.
* Facilitate quarterly account management meetings with the service offices to review revenue cycle performance, develop corrective action plans as necessary, and lead collaborative efforts to improve the process to minimize bad debt.
* Lead or support initiatives related to process improvement, new payer implementation, and cross-functional collaboration.
* Develop and deliver in-service education and cross-functional training programs based on the Revenue Cycle Management office's needs.
* Serve as a key point of contact for reimbursement-related inquiries from internal stakeholders.
BAYADA believes that our employees are our greatest asset:
* *Base Salary: $67,000-90,000 / year *depending on qualifications
* BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program
* To learn more about BAYADA Benefits, [click here](
*As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.*
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in [here](
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
Financial Management Analyst
Finance analyst job in Philadelphia, PA
Dynamic Solutions Technology, LLC, a premier strategic services firm that meets IT and Service needs for commercial and government clients. We are is seeking a full-time Financancial Systems Management to support DoD customer is based in Philadelphia, PA..
Responsibilities:
Provide financial management support for a branch, office, organization, or department
Coordinate financial activities across various stakeholders
Manage finances across multiple funding types
Track budgets, costs, and variances
Produce executive summaries
Conduct financial reporting and analyses on financial issues and customer requirements
Develop and propose courses of actions (COAs) and recommendations for financial issues
Interpret and apply financial management principles
Apply financial management processes, techniques, policies, regulations and organizational strategic goals
Qualifications Requirements:
Active Secret Clearance
Bachalors Degree in finance,business, or accounting
Min three (3) years of relevant experience
Experience and Skills:
Ability to work independently and as a team member
Ability to complete concurrent tasks
Ability to learn and apply technical concepts to assigned duties.
Excellent oral and written skills.
Excellent critical thinking skills.
Proficient in Microsoft applications such as Word, Excel, PowerPoint, and Outlook.
Senior Analyst, Investor Services
Finance analyst job in Conshohocken, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned; escalate questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 2-4 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
Auto-ApplyEquity Analyst
Finance analyst 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
Comcast Finance Analyst Intern
Finance analyst job in Trevose, PA
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast.
**Job Summary**
Comcast's Summer Internship Program offers an exciting opportunity to gain hands-on experience, build lasting connections, and grow professionally in a dynamic and inclusive environment. This paid, 11-week immersive experience places interns at the heart of our business, working alongside talented professionals on meaningful projects that contribute to real outcomes. As a trusted member of the team, you'll gain exposure to the inner workings of a global media and technology company while developing skills that will serve you well in any career path.
**Job Description**
Your experience will include:
+ **Hands-On Learning & Impactful Work** : Tackle real business challenges, collaborate across teams, and contribute ideas that drive results from day one.
+ **Community, Connection & Giving Back** : Build meaningful relationships through social events, peer engagement, and shared experiences. You'll also have the opportunity to give back through Team UP, Comcast's volunteer initiative, deepening your connection to both your community and your fellow interns.
+ **Mentorship & Support** : Receive guidance from experienced professionals through our dedicated mentorship program, helping you navigate your internship and beyond.
+ **Professional Development:** Participate in a custom onboarding experience, a curated learning series, and networking events designed to help you build new skills, explore career paths, and gain insights from professionals from across the organization.
At Comcast, we're committed to investing in the next generation of innovators and leaders. Our Summer Internship Program is a transformative experience designed to help you grow, connect, and take the next step in your professional journey.
**Organization & Team Overview**
The Finance Team supports regional financial activity aligned with sales goals and corporate strategy. The team plays a key role in budgeting, forecasting, governance, and compliance, ensuring operational efficiency and financial accountability across all business channels.
**Role Description**
As a Finance Analyst Intern, you'll gain exposure to financial reporting, compliance operations, and data analytics. You'll support special projects and assist in streamlining processes that help drive business efficiency and strategic alignment.
Throughout the internship, you will:
+ Assist with audit-related projects and compliance operations across multiple regions and channels.
+ Support corporate governance initiatives and help ensure alignment with internal policies.
+ Contribute to financial accounting tasks, including record keeping, cost tracking, and expense analysis.
+ Work with tools like Excel and Tableau to support reporting and data visualization for the Data Intelligence team.
+ Collaborate with cross-functional teams to support strategic financial initiatives.
By the end of the internship, you'll have a deeper understanding of financial operations, data analysis, and project management, along with hands-on experience using industry-standard tools.
**Job Responsibilities**
Responsibilities include, but are not limited to:
+ Support special projects related to audits and compliance.
+ Assist with financial record keeping and cost tracking, especially around travel and expense (T&E) reporting.
+ Contribute to corporate governance efforts and ensure alignment with operational goals.
+ Help consolidate financial reports and performance metrics.
+ Perform other duties and responsibilities as assigned
**Preferred Skills**
+ Analytical Thinking - Comfortable working with numbers and identifying trends in financial data.
+ Attention to Detail - Thorough and accurate when handling financial records and reports.
+ Project Coordination - Organized and able to manage multiple tasks and timelines.
+ Communication Skills - Able to express ideas clearly and professionally in both written and verbal formats.
+ Team Collaboration - Enjoys working with others and contributing to shared goals.
+ Advanced Microsoft Excel Proficiency - Strong skills in spreadsheets, formulas, and data organization.
+ Smartsheet Familiarity - Experience with Smartsheet is a plus.
+ Curiosity & Willingness to Learn - Eager to explore different areas of finance and ask thoughtful questions.
+ Willingness and ability to travel locally (within a 50-mile radius) as needed.
+ Preferred Majors: Finance, Business Management, Business
**Minimum Qualifications and Eligibility Requirements**
+ Currently pursuing a bachelor's degree from a United States-based college or university
+ **Rising Junior only** (must have a graduation date between Winter 2027- Spring 2028)
+ Returning to degree-program (for at least a semester) after the completion of the summer internship (meaning, student must be returning to school for Fall 2026 semester before graduating)
+ Available to work 40 hours per week over the course of the summer program starting June 1, 2026, through August 14, 2026
+ Authorized to work in the United States with no current or future sponsorship needs
+ Available to report in-person to the work location on the job posting (unless virtual offering)
Comcast is an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.
**Skills:**
Relationship Building; Professional Etiquette; Accountability; Teamwork; Communication; Resilience
**Salary:**
Base Pay: $25.00
The application window is 30 days from the date job is posted, unless the number of applicants requires it to close sooner or later.
null
null
Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary (********************************** on our careers site for more details.
**Relevant Work Experience**
0-2 Years
**Job Family Group:** Functional Operations
**Intern Rotational:** Intern
Revenue Analyst, Generation
Finance analyst job in Princeton, NJ
Welcome to the intersection of energy and home services. At NRG, we're all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers' lives easier-helping them power, protect, and intelligently manage their homes and businesses. To do this, we need creative and talented people to join our company.
We offer a dynamic work environment and a unified and inclusive culture. NRG fosters a strong sense of belonging that leads to better collaboration and business performance. Our company programs are designed to help employees develop the skills they need for success now and in the future. In everything we do, we aim to champion our employees and bring value to our customers, investors and society.
More information is available at ************ Connect with NRG on Facebook, Instagram, LinkedIn and X.
Job Summary:
Responsible for monitoring and validating ISO settlement data, interpreting ISO rules to ensure optimal collection of revenues, identifying inaccuracies, analysis of energy trading activities, and associated regulatory reports.
Essential Duties/Responsibilities:
* Responsible for all reconciliation, data entry, validation and responding to all ISO discrepancies for generation meter data on a daily/monthly basis.
* Responsible for reconciliation, analysis, and validation of ISO settlement statements.
* Work closely with the power trading desks, regulatory affairs personnel, and FERC legal counsel in reconciling internal and external financial settlement requests.
* Assist in creating and developing reports for the accounting team and various level of management.
* Consistently understand, analyze and review changes to ISO market rules.
* Using knowledge of market rules and pending changes, work closely with other regional accounting personnel to ensure that revenue recognition and expense recognition is accurately reflected in the financial accounts and in a timely manner.
* Responsible for organizing, validating and submitting EIA monthly/annual reports and FERC Electric Quarterly Reports (EQR), working with generation stations, legal counsel and support staff.
* Assist in creating and developing spreadsheets, data retrieval tools and macros for ISO settlements, EIA reporting, FERC EQR and generation optimization.
* Comply with Sarbanes Oxley Sec. 404 legislation as it relates to the work processes for Financial Reporting and Regional Accounting department
* Additional duties as assigned
Working Conditions:
* Open office environment.
* Some overtime required as special projects arise.
* Travel (add % of time or minimal, etc.)
Minimum Requirements:
* Bachelor's degree in finance, accounting, business, or related field of study.
* Advanced MS Excel modeling skills required.
Preferred Qualifications:
* Energy/ISO experience a plus but not required.
* Basic database use skills preferred.
Additional Knowledge, Skills and Abilities:
* Must be an initiative-taker, possess good planning, organization, and communication skills.
* Proficient in handling multiple concurrent projects and deadlines.
* Ability to respond to changing demands from multiple sources.
* Demonstrated analytical and problem-solving skills.
The base salary range for this position is: $54,880 - $90,600* *The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts.
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
EEO is the Law Poster (The poster can be found at ************************************************************************
Official description on file with Talent.
Nearest Major Market: New Jersey
Senior Analyst, Investor Relations
Finance analyst job in Princeton, NJ
What The Role Is
The Clearway Finance group is seeking a Senior Analyst, Investor Relations, to support the organization's development and execution of our investor relations strategy to foster strong relationships with investors, analysts, and the broader financial community. This position is located in Princeton, NJ.
What You'll Be Doing
Market Research
Conduct market research to stay informed about industry trends, competitor analysis, and market conditions.
Stay abreast of key drivers in analyst models.
Provide company analysis and peer valuations, and stay up-to-date.
Investor Communications
Assist in the preparation of presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
Relationship Management
Develop and maintain relationships with investors, analysts, and other stakeholders through regular communication and engagement.
Data Management and Website Management
Lead the maintenance of investor interactions, CRM tracking investor interactions, as well as updating the public IR website.
IR Coordination and Back-Office support
Assist in organizing and coordinating investor events such as earnings calls, non-deal roadshows, and calls with key investors.
Evaluate key IR service providers within budget and identify new service providers to create value for the IR program.
Perform analysis to identify potential investor targets for the company to interact with; provide key takeaways on buying/selling activity of top holders of CWEN's stock
Lead interactions and strategy for engagement with retail investors
Become familiar with ESG raters and questionnaires that evaluate CWEN
What You'll Bring
Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Minimum of 2-3 years of experience in investor relations, finance, power sector, or a related field.
Strong analytical skills, excellent written and verbal communication abilities, and proficiency in financial modeling and analysis.
In-depth understanding of financial statements, capital markets, and economic principles.
Advanced knowledge of Microsoft Office suite, particularly Excel and PowerPoint. Familiarity with financial databases (Bloomberg, S&P Capital IQ) and CRM systems is a plus.
Ability to build and maintain relationships with a variety of stakeholders, including senior executives, investors, and analysts.
Meticulous attention to detail and a high level of accuracy in work output.
Ability to work collaboratively in a team environment and contribute to the success of the investor relations strategy.
Willingness to travel up to 5-10% of the time for investor meetings.
What Would Be Nice
Working knowledge of Alteryx or other data automation platforms.
Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).
#LI-Hybrid
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across all U.S. Locations
$82,000 - $115,000 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Auto-ApplySenior Analyst, Video Investment
Finance analyst job in Philadelphia, PA
at CMI Media Group
The Senior Analyst in Video Investment plays a pivotal role as a marketing partner within CMI Media Group. They're a valued team member, driving CMI Media Group's products and providing thought leadership in the video space. Their expertise spans various media platforms, including linear, broadcast, streaming, and digital media. The Senior Analyst is well-versed in media research and systems, adept at multitasking, and skilled in negotiating media partnerships. They leverage strong analytical and technical knowledge to identify growth opportunities for clients. Additionally, they contribute to strategic video planning and execution, covering Advanced TV, OTT/CTV, OLV/Digital Video. Familiarity with digital partners such as Disney, Hulu, Amazon, Roku and TV OEMs are essential. The Sr. Analyst should also have familiarity with programmatic offerings and dashboard experience. This role thrives in a fast-paced, ever-evolving ecosystem and has a keen interest in the Pharma and Health Sciences landscape and marketplace. Primary Responsibilities:
Help support the development of holistic Video media strategies and analysis (e.g., audience and media partner selection, custom data, DSP (Demand Side Platform) and PMP (Private Market Place) recommendations, timing/scheduling strategy, creative recommendations, etc.) across all Video media including OTT/CTV, OLV/Digital Video, Advanced TV, Programmatic, Linear TV and more
Collaborate and coordinate with Video Leads to build and develop comprehensive recommendations designed to deliver on client KPIs and drive performance, leveraging a sophisticated use of data and analytics, via multi-faceted, cross-channel strategic partnerships, while delivering maximum strategic value and efficiency
Work closely with Media planning, Analytics and other internal teams in analyzing and overseeing Programmatic Video campaigns
Implement and execute media plans across various digital video channels, ensuring accurate targeting, budget allocation, and timely delivery of campaigns
Build expertise in leading Programmatic ad platforms such as The Trade Desk and Pulsepoint, and share that knowledge with internal teams and customers
Ensure all Video campaigns are meeting or exceeding campaign delivery, reach, and performance goals by ongoing campaign stewardship and optimization across multiple accounts and brands
In partnership with team lead, monitor campaign performance, and own client reporting for assigned tactics in coordination with the analytics team
Tackle problems by using a logical, systematic, sequential approach. Makes difficult decisions in a timely manner. Capable of identifying common problems or hurdles within the Video environment and delivering thoughtful, creative resolutions backed by analytics.
Keep up to date with industry trends, emerging technologies, and best practices in digital video, and proactively share insights and recommendations with the teams to enhance campaign effectiveness and innovation
Accountable for video plan output timeliness, accuracy, and executional excellence
Implement successful Programmatic Video plans using DSPs such as Trade Desk, PulsePoint, AdMission, and others
Stay abreast of new tools, ad formats, trends and best practices in Video and Programmatic through research and/or industry events and conferences
Support aggregate negotiations across appropriate channels
Assist Thought Leadership efforts by authoring and reviewing Video related POVs, Case Studies, and insights based on industry updates, trends, and finding
Requirements:
3+ years relevant experience including 2+ years Digital media required
Expertise in the Video publisher, platform, and audience supplier ecosystem
Advanced TV, Digital Video, and Connected TV media buying experience required with proven solid technical and negotiating skills
Solid knowledge of National Linear broadcast media experience and Programmatic buying platforms such as the Trade Desk, Google DV360, or others
Trade Desk, DV360, or other DSP certification a plus
Strong digital acumen and project management skills
Familiarity with programmatic offerings and dashboard experience
Detailed awareness of client business issues, industry trends, consumer trends, promotional resources, market status, and competition
Healthcare/Pharmaceutical background a plus
Bachelor's degree or equivalent, preferably in marketing, business or any quantitative or analytical related fields is a plus
The base salary for this position at the time of this posting may range from $50k to $90k. Individual compensation varies based on job related factors, including business needs, experience, level of responsibility and qualifications. We offer a competitive benefits package, please visit ************************************************************** for more details.
Auto-ApplyRevenue Cycle Analyst- Charges
Finance analyst job in Philadelphia, PA
Your Tomorrow is Here!
Temple Health is committed to setting new standards for preventing, diagnosing and treating major diseases in our community and across the nation. Achieving that goal means investing in our employees' success through staff and leadership development. Our recruitment strategy is to attract and retain a diverse, high performing workforce that fosters a healthy, safe and productive environment for our patients and colleagues alike.
Responsibilities include all aspects of Revenue Cycle system support including performance improvement, development, documentation, testing, training and upgrades. Assists management in examining processes to improve workflow.
Education
Bachelor's Degree Required or
Combination of relevant education and experience may be considered in lieu of degree Required
Experience
3 years experience in Patient Accounting or Patient Accounting related I.T. Required
General Experience with CPT coding and 3rd party billing requirements. Required
Licenses
Certified Outpatient Coder Preferred or
Certified Professional Coder Preferred
Your Tomorrow is Here!
Temple Health is a dynamic network of outstanding hospitals, specialty centers, and physician practices that is advancing the fight against disease, pushing the boundaries of medical science, and educating future healthcare professionals. Temple Health consists of Temple University Hospital (TUH), Fox Chase Cancer Center, TUH-Jeanes Campus, TUH-Episcopal Campus, TUH-Northeastern Campus, Temple Physicians, Inc., and Temple Transport Team. Temple Health is proudly affiliated with the Lewis Katz School of Medicine at Temple University.
To support this mission, Temple Health is continuously recruiting top talent to join its diverse, 10,000 strong workforce that fosters a healthy, safe and productive environment for its patients, visitors, students and colleagues alike. At Temple Health, your tomorrow is here!
Equal Opportunity Employer/Veterans/Disabled
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Auto-ApplySenior Financial Analyst
Finance analyst job in Philadelphia, PA
Seeking a highly analytical and detail-oriented Senior Financial Analyst. This role will be instrumental in delivering data-driven insights, supporting strategic decision-making, and optimizing financial performance across the organization.
The ideal candidate will bring a deep understanding of healthcare financials, budgeting processes, and data visualization tools to enhance financial planning and analysis functions.
Key Responsibilities:
Develop, maintain, and optimize Power BI dashboards and reports to provide actionable insights to stakeholders.
Analyze financial performance, identify trends, variances, and risks, and communicate findings to leadership.
Partner with operational and clinical departments to support budget forecasting, cost analysis, and financial planning initiatives.
Support month-end and year-end financial reporting processes, ensuring accuracy and timeliness.
Conduct in-depth healthcare financial analysis, including payer mix, revenue cycle, cost of care, and service line profitability.
Collaborate with IT, data teams, and other analysts to streamline data sources and ensure data integrity.
Prepare presentations and reports for senior leadership, translating complex data into clear business insights.
Support scenario modeling, ROI analysis, and business case development for strategic initiatives.
Monitor KPIs and recommend improvements to financial strategies based on data insights.
Required Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus.
3 - 5+ years of experience in financial analysis.
Power BI.
Strong knowledge of healthcare financial metrics, reimbursement models, and cost structures.
Proficiency in Excel, SQL, and ERP systems (e.g., Workday, Oracle, SAP) preferred.
Excellent analytical, problem-solving, and communication skills.
Ability to work independently and collaborate across cross-functional teams.
Financial Advisor
Finance analyst 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 isa 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