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  • Analyst - Investments

    Corten Real Estate

    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
    $74k-126k yearly est. 21h ago
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  • Senior Accountant

    Engage Search Partners, LLC

    Finance analyst job in Conshohocken, PA

    Employment Type: Full-time We are seeking a detail-oriented and experienced Senior Accountant to join our finance team. The ideal candidate will be responsible for managing financial statements, reconciling accounts, ensuring compliance with regulations, and supporting financial reporting. This role requires a strong understanding of accounting principles, proficiency in accounting software such as NetSuite or Great Plains, and the ability to work in a fast-paced environment. Key Responsibilities Prepare and analyze financial statements to ensure accuracy and compliance with GAAP. Reconcile general ledger accounts, bank statements, and financial reports. Assist in month-end and year-end closing processes, including journal entries and accruals. Ensure compliance with internal controls, policies, and external financial regulations. Collaborate with auditors and provide necessary documentation for audits. Assist in budget preparation, variance analysis, and financial forecasting. Process and review accounts payable and accounts receivable transactions. Support tax compliance, including sales tax filings and corporate tax preparation. Maintain and improve financial reporting processes for efficiency and accuracy. Utilize NetSuite or Great Plains accounting software to manage financial data. Assist in special projects and process improvement initiatives as needed. Qualifications & Requirements Bachelor's degree (BA/BS) in Accounting, Finance, or a related field. 3-5 years of accounting experience, preferably in a corporate or public accounting environment. Strong knowledge of GAAP and financial reporting principles. Experience with NetSuite or Great Plains accounting software preferred. CPA certification is a plus but not required. Proficiency in Microsoft Excel and other financial tools. Strong analytical and problem-solving skills with keen attention to detail. Ability to work both independently and collaboratively in a hybrid work environment. Excellent organizational, communication, and time management skills. This position offers a hybrid work model, allowing flexibility while maintaining collaboration with the finance team. If you are a proactive and detail-driven accountant looking to advance your career, we encourage you to apply!
    $58k-77k yearly est. 60d+ ago
  • Senior FP&A Analyst

    Atlantic Group 4.3company rating

    Finance analyst job in Philadelphia, PA

    Job Overview - Senior FP&A Analyst (Remote) Compensation: $100,000 - $140,000/year + bonus Schedule: Monday to Friday (Remote) Atlantic Group is hiring a Senior FP&A Analyst (Remote) for our client, supporting financial planning and analysis, budgeting, forecasting, and performance reporting. In this remote role, you will lead FP&A initiatives, develop financial models, and deliver insights that drive strategic decision-making across the organization. You will partner closely with senior leadership and cross-functional teams while leveraging Excel and QuickBooks to support accurate reporting and scalable financial processes. Responsibilities as the Senior FP&A Analyst (Remote): Budgeting & Forecasting: Lead the annual budgeting process and support rolling forecasts and long-range financial planning aligned with business objectives. Financial Modeling & Scenario Analysis: Develop and maintain financial models to support forecasting, scenario planning, and strategic decision-making. Performance & Variance Analysis: Analyze actual results versus budget and forecast, clearly explaining performance drivers, risks, and opportunities to leadership. Financial Reporting & Dashboards: Prepare and deliver accurate monthly and quarterly reports, dashboards, and executive summaries for senior management. Business Partnership & Insights: Partner with cross-functional leaders to identify trends, optimize cost and pricing strategies, and translate financial data into actionable recommendations. Qualifications for the Senior FP&A Analyst (Remote): Education: Bachelor's degree in Accounting, Finance, Economics, or a related field required. Experience: Minimum of 4 years of FP&A experience focused on budgeting, forecasting, and financial analysis, with managed services or technology experience preferred. Industry Knowledge: Solid understanding of financial planning, management reporting, and business performance analysis, with private equity-backed environments preferred. Technical Skills: Advanced Excel proficiency is required, with hands-on experience using QuickBooks and exposure to additional financial systems or BI tools preferred. Skills & Attributes: Highly analytical professional with strong communication and problem-solving skills, the ability to support senior leadership including the CFO and CEO, and a proactive, integrity-driven mindset. Location Requirement: Must be located in or near the Philadelphia area and available for occasional in-person meetings. Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion. ID #47736
    $100k-140k yearly 2d ago
  • Controller

    Creative Financial Staffing 4.6company rating

    Finance analyst job in Philadelphia, PA

    I am working with a nonprofit organization in the Philadelphia area looking to hire an Controller. This Controller will not manage anyone but will manage the accounting process. While this role is in office 5 days a week, they can be very flexible with the work hours. And they are an extremely stable company, and offer excellent and competitive benefits as well. Responsibilities Deliver accurate and timely financial reporting to support management and Board decision-making, including presentations. Oversee monthly account reconciliations, ensuring completeness, accuracy, and adherence to deadlines. Manage core transactional processes, including accounts payable, accounts receivable (billing and revenue recognition), payroll, general ledger accounting, reconciliations, and month-end close, while maintaining organized workpapers. Direct all treasury functions, including cash flow management, forecasting, and bank reporting. Prepare supporting documentation, schedules, and financial statements for the annual audit. Ensure compliance with IRS filings and other regulatory requirements. Maintain up-to-date knowledge of current accounting and auditing standards. Qualifications: Bachelor's Degree required, preferably in Accounting or Finance 5-10 years of nonprofit accounting experience Strong communication skills #LI-CC1 #INJAN2026
    $93k-132k yearly est. 1d ago
  • Senior Analyst, Investor Services

    Hamilton Lane Incorporated 4.2company rating

    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.
    $121k-179k yearly est. Auto-Apply 60d+ ago
  • Dynamics 365 Finance & Operations Analyst

    GS1 Us 4.3company rating

    Finance analyst job in Ewing, NJ

    Are you ready for a change? At GS1 US, employees at every level play a vital role and provide a meaningful voice on issues that affect consumers across the country. We are a small company with a world-class culture. We make a huge impact on the way the world does business. What is in it for you: As a Dynamics 365 Finance & Operations (D365 FO) Analyst at GS1 US, you will be responsible for the implementation, configuration, support and optimization of D365 FO to meet evolving business needs. In return you'll be rewarded with great pay and benefits in a hybrid work culture. You'll work at a high-performance company with a world-class culture that invests in its employees. We don't just say culture is important to us, we have the data to back it up. We are currently recruiting for this position, which offers a salary range of $95,000 to $115,000. This position qualifies for participation in our annual employee bonus program. This position is also eligible for company-sponsored benefits, which include: Health (medical, RX, dental, vision) - effective immediately 401(k) with Employer Safe Harbor and Profit Sharing Contributions - effective immediately Short and Long Term Disability Coverage Mental Health and Wellbeing (6 employer sponsored therapy and coaching sessions) Individual Wellness Platform Paid Parental Leave Generous PTO and Company Paid Holidays LinkedIn Learning Tuition Reimbursement Kudos (employee recognition and engagement platform) Catered Lunches 2x/week on in office days Who you are: You have deep functional and technical expertise in D365 FO, complemented by strong analytical and problem-solving skills. You can collaborate effectively across departments to drive digital transformation initiatives. You can communicate clearly and professionally, both verbally and in writing, and excel at managing complex challenges independently or as part of a team. Your background includes a bachelor's degree in a related field or equivalent experience, Agile/SAFe certification, and at least three years working with D365 FO. You have served as a Business Analyst or Systems Analyst, and your experience with Power Platform, Azure DevOps, and Lifecycle Services (LCS) is an asset. Dynamics 365 Certification is preferred. What you will do: As a Dynamics 365 Finance & Operations Analyst, you will collaborate closely with the Business Applications team and Product Management to understand and support the needs of our customers (both internal and external) to help design, build, and maintain world-class solutions. You will capture and refine feature and story definitions to ensure business requirements are met, providing clear guidance to development teams on product purpose, vision, requirements, and priorities. Here are a few more details about the role (other duties may be assigned): Administer and maintain Microsoft Dynamics 365 FO, including user setup, security roles, configurations and customizations using standard tools and best practices Work with developers and third-party vendors to integrate D365 FO with other business systems Stay current with Dynamics 365 updates and recommend improvements or new features Work toward a broad functional and basic technical understanding of the overall business applications landscape, including but not limited to MS D365 FO and D365 CE, the GS1 US Store, and other integrated systems Execute functional testing and provide demonstrations of business application functionality Build positive relationships with internal customers and external business partners and coordinate with peers to provide solution recommendations Provide end-user training, documentation, and support to ensure effective system usage Provide application support, troubleshoot and resolve issues, working with Microsoft and other third-party support teams when necessary Participate in data migration, integration, and testing activities Monitor system performance and recommend improvements for scalability and efficiency Ready to be part of a team that believes the identification of everything makes anything possible? Apply today - we can't wait to hear your story. GS1 US is not accepting unsolicited resumes from search or staffing firms. All resumes submitted by search or staffing firms to any employee at GS1 US via email, internet, or directly without a valid written search agreement will be deemed the sole property of GS1 US, and no fee will be paid in the event a candidate is hired by GS1 US. GS1 US is an Equal Opportunity Employer - All qualified applications will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin.
    $95k-115k yearly Auto-Apply 9h ago
  • Equity Analyst

    Clark Capital Group 3.8company rating

    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. At least three years of relevant 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
    $97k-143k yearly est. 60d+ ago
  • Plant Controller

    The Clemens Food Group 4.5company rating

    Finance analyst job in Hatfield, PA

    Location: Hatfield, PA | Full-Time | On-Site Why Join Clemens Food Group? At Clemens Food Group, finance is not a back-office accounting function, it is a strategic driver of plant performance and profitability. As a family-owned, values-driven food manufacturing company, we are deeply committed to integrity, stewardship, and continuous improvement. When you join CFG, you join an organization where Plant Controllers partner directly with operations leadership to drive cost reduction, operational efficiency, and financial performance in a complex manufacturing environment. The Impact You'll Make This is not a traditional Plant Controller or accounting-only role. While you will own core controllership responsibilities such as budgeting, forecasting, financial reporting, and cost accounting, the majority of your impact comes from embedded partnership with plant operations. You will serve as the financial leader for the plant, working alongside operations, supply chain, and continuous improvement teams to: Reduce waste and manufacturing variances Improve yield, labor efficiency, and material usage Translate financial data into actionable operational insights This role is ideal for an operations-focused finance professional who wants influence, ownership, and visibility not just month-end close responsibility. What You'll Do Operations & Business Partnership Partner with plant operations, supply chain, engineering, and sales to drive value creation Act as a trusted finance business partner to plant leadership and cross-functional teams Identify cost drivers, operational trends, and financial risks and proactively lead solutions Financial Leadership & Analysis Analyze P&L performance, manufacturing variances, and productivity metrics Own budgeting, forecasting, and weekly/monthly financial reporting processes Lead cost accounting activities including standard costing, variance analysis, and BOM accuracy Support inventory reconciliation, cycle counts, and internal controls compliance Systems & Process Improvement Utilize SAP or other ERP systems for manufacturing finance and reporting Improve close, reconciliation, and reporting processes in a fast-paced plant environment Support Lean Manufacturing, Continuous Improvement, Six Sigma, or TPM initiatives with data-driven insights Communication & Leadership Build clear financial narratives that help non-financial leaders understand the why behind the numbers Guide and develop plant finance team members focused on operational excellence What Makes This Role Different High Visibility: Daily and weekly interaction with plant leadership and cross-functional partners Impact-Focused: Approximately 70% of the role centers on value creation and operational finance Leadership Exposure: Opportunity to influence how the plant runs, not just how results are reported What We're Looking For We're seeking a hands-on Manufacturing Finance Leader who thrives in a plant environment and takes ownership of results. This role fits someone who is comfortable operating with limited direction, enjoys solving problems, and acts like an owner of the business. You May Be a Fit If You: Enjoy partnering directly with operations leaders and being present on the plant floor Prefer using financial data to influence decisions rather than just report results Have worked in manufacturing, operations finance, cost accounting, or plant finance roles Are ready to step up into a Plant Controller role or expand your influence beyond traditional controllership Are energized by fast-paced environments where priorities evolve and initiative is valued This is a strong opportunity for: A Senior Financial Analyst, Operations Finance Manager, or Cost Accounting Manager ready to step into a Plant Controller role A current Plant Controller seeking broader operational influence and leadership exposure Required Qualifications Bachelor's degree in Accounting, Finance, or related field 5+ years of manufacturing or operations finance experience Strong cost accounting, standard costing, and variance analysis expertise Experience using ERP systems such as SAP in a manufacturing environment Proven ability to partner with operations and influence business decisions Preferred Qualifications CMA or CPA certification Experience in food manufacturing, CPG, or industrial manufacturing Lean Manufacturing, Six Sigma, Continuous Improvement, or TPM exposure (Green Belt / Black Belt) Experience improving inventory accuracy, reconciliation processes, or internal controls Your Future at Clemens This role offers a clear path into senior finance leadership, including Plant Finance Director, Regional Finance Leader, or Executive Finance roles. High performers gain exposure to senior plant leadership and enterprise-level decision-making. If you're looking for a Plant Controller role where finance **drives outcomes not just reports them ** this is the opportunity.
    $75k-111k yearly est. 60d+ ago
  • Business Analyst _ Corporate Finance, Advisor Compensation, New Advisor Team Onboarding

    Tata Consulting Services 4.3company rating

    Finance analyst job in Hamilton, NJ

    Must Have Technical/Functional Skills * 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. * Capable of independent and collaborative work in a changing environment. * Competent in documenting current and future state processes related to Rockefeller's data ecosystem and digital experience. * Experience with UI development, including requirements definition and design. * Demonstrates critical thinking and an enterprise perspective. * Familiarity with systems and tools used at Rockefeller, such as DevOps, Dynamics 365. * Finance & Operations, Alteryx, Power BI, Solver, Jaccomo. Roles & 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. * Facilitate communication among stakeholders to ensure clarity and alignment. * Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting. TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Range: $90,000 - $120,000 a year
    $90k-120k yearly 20d ago
  • Analyst, Alternate Finance Portfolio Management and Administration

    Rbc Holding Co Ltd. 4.9company rating

    Finance analyst job in Wilmington, DE

    This role is part of Portfolio Management and Administration team (PMA), which is a closely integrated, cross-functional specialized team that provides various critical functions to different business lines within RBC Capital Markets and Central Funding. PMA provides transactional execution and administrative support for Securitization Financing transactions globally (Unites States, Canada, Europe, and Australia which are either funded directly on RBC's balance sheet or via the issuance of commercial paper by one of seven multi-seller RBC administered commercial paper conduits. Within Alternate Finance PMA also supports three key business lines: (1) CLO Warehousing, (2) Term Loan Financing and (3) Private Credit Finance. This position will provide both administrative and oversight functions for the various financing structures. Responsibilities will include reviewing legal documents, facilitating client fundings and repayments, reconciling P&L and ensuring RBC's books and records accurately reflect exposures. Oversight duties also involve ensuring proper internal transaction approvals are obtained, monitoring warehouse loan activity against internal limits and confirming that proper documentation is retained. PMA is a center of excellence in supporting structured finance transactions, and this role will also include nuances of operational, compliance, project management, communicating with operational groups across RBC to ensure proper accounting, recording and reporting of transactions, compiling data for internal and external constituents. The roles also entail and performing a variety of administrative functions to ensure compliance with applicable by-laws, transaction legal documents and relevant RBC Enterprise Wide policies and procedures. Hiring Requirements What will you do? As a Junior Transaction Execution Team Member: Facilitate AML/KYC on-boarding of new clients with FO origination Team, external legal and Client. Working with origination and senior team members, develop knowledge of transactions and understanding of legal documents to be able to populate all static data for new client in CCMS and LoanFin proprietary application. Make sure all data is accurate and complete. Review and validate funding/wire details at closing, and in all subsequent funding request from clients and communicate details to GLA as required. Review and validate interest revenue on RBC's general ledger and distribute client invoices. Review administration sections of transaction legal documentation, including fee letters, to help ensure RBC can book and properly administer the transaction as described in the agreements. Participate in due diligence meetings, where possible. Ensure appropriate internal business partners are informed of new transactions (i.e. Product Control, Financial Control, /Legal,Capital Measurement) Ensure transactions comply with RBC Policies and Procedures before closing. As a Junior Portfolio Manager for designated products: Develop a thorough understanding of the transactions (know similar or different features compared to other transactions in your portfolios), the portfolio report, portfolio characteristics and credit enhancement calculations in each transaction to help ensure accurate capture and reporting of deal performance to all business constituents. Help set portfolio administration standards and metrics to be monitored and develop procedures and processes to help ensure consistent and accurate reporting for both new and existing transactions. Develop a thorough understanding of the transactions (know similar or different features compared to other transactions to facilitate SPV reporting (i.e. Volker Repository, SPE Sponsorship checklist and Defacto Control Macro Template). Where applicable, work with internal and external business partners to resolve operational or other issues. Help ensure required deal related documentation is retained, including transaction legal documents, borrowing and paydown notices, and client invoices. As Transaction Support Administrator: Responsible to coordinate and ensure proper transaction approvals are obtained for all transactions (i.e. ComCom scheduling & approval, GRM, Catena, KYC). Set-up/input transaction and entity data properly in RBC systems (i.e. CCMS, Fenergo), and transaction details are communicated to operational support teams. Maintain the Facility Authorized Amount in CCMS, based off of equity in the structure and pending underlying collateral trades as the regulatory capital is keyed off this amount. Business liaison, primary point of contact and group expert with KYC/AML groups. From the business side, run the KYC annual refresh exercises; communicate all requirements to Origination and Client to assist with gathering required information. Compile various transaction status lists (ex. quarterly forward-looking compliance items) for internal and external constituents. Additional Responsibilities: Participate in projects to implement new products, transaction types or expansion of existing products to new jurisdictions. Projects may also include enhancement to processes or systems. Assist for related portfolios with internal and external audit of supported businesses. Proactively identify operational risks / control deficiencies in the business. Review and comply with RBC Policies applicable to your business activities. Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly. Failure to do so may subject you to disciplinary action, up to and including termination. What you need to succeed? 1 - 2 years of relevant securitization experience highly preferred. Candidates with less than one year of full-time work experience should have relevant internship experience. BS in finance, accounting, or related subject. Possess strong written and oral communication skills. Ability to prioritize and effectively manage a large workload in a high-pressure environment. Ability to multi-task with little supervision. Ability to inter-act effectively and establish good working relationships with both RBC staff and external constituents. Ability to manipulate large data sets. High proficiency in Microsoft Word, PowerPoint & Excel. Demonstrated analytical and problem-solving skills. What's in it for you? RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: 2751 CENTERVILLE ROAD:WILMINGTON City: Wilmington Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-05 Application Deadline: 2026-02-28 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
    $62k-91k yearly est. Auto-Apply 36d ago
  • Financial Analyst

    Customers Bank 4.7company rating

    Finance analyst job in Hamilton, NJ

    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. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: Customers Bank (“Bank”) has an immediate opening for a Financial Analyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons. Responsibilities: Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations. Perform financial modeling of strategic and business inputs. Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan. Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis. Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary. Enhance controls and streamline processes, introducing automation and clarity throughout business line. Review and identify inconsistencies and/or issues within the business unit's forecast and make the appropriate changes in the model and reports. What Do You Need? Bachelor's degree preferably in finance, mathematics or economics. 1-5 years of financial or business analyst experience. Strong academic credentials. Experience in banking desired, but not necessary. Working hours for this role are expected to be approximately from 12:00pm - 8:00pm EST and are subject to change. Experience supporting financial services industry a strong plus. Familiarity of banking products and processes desired. Ability to understand and analyze a financial institution balance sheet, income statement, and capital. Strong analytical, financial modeling and problem-solving skills Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership. Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment. Willingness to embrace unstructured environments and manipulate large data sets. Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results. Strong attention to detail. The ability to communicate clearly, both verbally and in writing, within the organization and externally. Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information. Strong interpersonal skills with the ability to work independently and as part of a team. Technology Skills: Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications. Experience with FP&A systems (experience of Essbase and Workday a plus) Experience with Power BI desired Experience utilizing various AI platforms desired Experience with Microsoft Access databases desired 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.
    $53k-64k yearly est. Auto-Apply 60d+ ago
  • Quantitative Financial Analyst

    Bank of America 4.7company rating

    Finance analyst job in Wilmington, DE

    New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment. **Responsibilities:** + Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. + Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing. + Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing. + Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings. + Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions. + Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes. **Required Qualifications:** + Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science + 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models + Familiar with regulations and regulatory guidance on model risk management **Desired Qualifications:** + Master's degree or above + Prior auditing background preferred **Skills:** + Critical Thinking + QuantitativeDevelopment/Validation + Risk Analytics + Risk Modeling + Technical Documentation + Collaboration + Problem Solving + Risk Management + Data Modeling and Trend Analysis + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $81k-126k yearly est. 60d+ ago
  • Financial Analyst

    Artech Information System 4.8company rating

    Finance analyst job in Philadelphia, PA

    Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost. Job Description • Knowledge of legal e-billing and finance processes and systems strongly preferred. • Customer service oriented. Ability to build and maintain relationships with internal customers and third parties, including GSK Legal practice groups, client Finance, law firms, and other external providers of legal services to client Legal. • Strong communication skills, including communicating and corresponding regarding financial and e-billing terms in a non-technical, business manner. • Strong organizational skills and attention to detail with the ability to handle multiple tasks and priorities. • Experience with Excel for ad-hoc reporting. Additional Information Prashant Sharma, Recruitment Specialist Artech Information Systems LLC 360 Mt. Kemble Avenue, 2000 Suite, Morristown, New Jersey 07960 Contact : ************ *******************************
    $53k-75k yearly est. Easy Apply 60d+ ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Finance analyst job in Philadelphia, PA

    JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
    $59k-82k yearly est. Auto-Apply 22d ago
  • Financial Analyst II

    Apidel Technologies 4.1company rating

    Finance analyst job in Philadelphia, PA

    Job Description Prepares monthly network payments and accruals for. Applicant is also responsible for reconciling payments and accruals while also providing financial analysis, reporting, and general support for the Program Accounting Department. Preferably is able to manage time and workload independently. Core Responsibilities: Tracks and analyzes key financial metrics and operational procedures to foster process improvements. Drives operational efficiencies and cost savings. Analyze, review, and modify large data sets using various database and querying solutions in order to be able to calculate payments and accruals, provide analytics and reporting for transactional products offered by . Participates in the development and utilization of financial models and analysis. Helps to prepare budgets and forecasts as directed by Manager. Evaluates financial risks and opportunities by creating and reviewing operational and financial metrics. Assists with the preparation of weekly, monthly, and annual financial reports. Researches variance to budget and forecast through detailed operational and financial metrics and explains results. Prepare and reviews journal entries during month and year-end processes. Consistent exercise of independent judgment and discretion in matters of significance. Regular, consistent and punctual attendance. Must be able to work nights, weekends and variable schedules as necessary. Prepare and distribute financial reports and analysis to support the monthly, quarterly and year-end financial close processes to ensure that financial statements are accurate and complete in all aspects. Prepare and analyze monthly invoices and accruals to ensure accuracy to financial statements and subscriber reporting, which includes the research, resolution and communication of any potential issues or misstatements. Assist in process improvement and standardization projects by identifying risk areas and recommendation for improvements. Review audits presented by the networks, and develop a process to streamline the efforts in the research, analysis, and tracking in this area. Perform various ad hoc projects including researching, analyzing and summarizing data/analysis requests as assigned. Other duties and responsibilities as assigned. Education Level: Bachelors Degree or Equivalent Experience Field of Study: Accounting, Finance, MIS Years Experience: Generally requires 3-5 years related experience Additional Requirements: Experience in industry and/or public accounting or similar work environment. Strong analytical skills Ability to manage work with large data sets Excellent communication skills, both written and verbal Strong knowledge of Essbase and experience with Oracle Strong knowledge of database tools (Teradata, SQL, Microsoft Visual Studio) Strong knowledge of Microsoft Office Products (Excel, Word, and Outlook)
    $48k-69k yearly est. 12d ago
  • Revenue Cycle Analyst- PB

    Temple University Health System 4.2company rating

    Finance analyst job in Philadelphia, PA

    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. 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 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.
    $58k-72k yearly est. Auto-Apply 60d+ ago
  • Real Estate Investment Analyst

    The Clemens Food Group 4.5company rating

    Finance analyst job in Hatfield, PA

    About Clemens Food Group Clemens Food Group is a family-owned, vertically coordinated pork production and processing company with over 130 years of experience in the food manufacturing industry. Guided by our core values of integrity, collaboration, and stewardship, we are committed to delivering high-quality products while investing strategically in the assets and infrastructure that support our long-term growth. Within Clemens Food Group is Clemens Development that has similar principles and has built a current portfolio with over 300M in assets under management. The Impact You'll Make As a Real Estate Investment Analyst, you will play a critical role in shaping how Clemens Development deploys capital across different asset classes. Your analysis will directly influence high-dollar investment acquisition, adaptive reuse and development decisions, helping the business evaluate risk, prioritize opportunities, and make confident, data-driven choices that support operational growth and long-term value creation. What You'll Do Build and underwrite financial models and proformas for real estate investment and development opportunities Evaluate and prioritize a large pipeline of active opportunities using risk-adjusted return metrics Conduct market and submarket research to support assumptions around rents, demand, and growth Analyze financing structures, capital market conditions, and refinancing scenarios Prepare clear investment summaries and recommendations for senior leadership What You'll Bring to the Role 3+ years of experience in commercial real estate investment analysis or market research Bachelor's degree in Real Estate, Finance, Economics, or a related discipline Advanced proficiency in financial modeling, including IRR/XIRR, DCF, cash-on-cash returns, and scenario analysis Strong understanding of commercial leases and lease language Experience with market research and real estate tools such as Argus, CoStar, or similar platforms Advanced Excel skills with the ability to build scalable, defensible models from scratch Ability to manage multiple active opportunities simultaneously with minimal oversight Strong analytical, critical-thinking, and problem-solving skills Key Traits for Success Highly analytical with strong attention to detail Comfortable working independently in a fast-paced, high-volume environment Confident making objective recommendations based on return metrics Curious about markets, trends, and investment strategy Effective communicator who can translate complex analysis into clear insights Proactive in improving systems, models, and processes Your Future at Clemens This role offers meaningful exposure to senior leadership, strategic investment decisions, and long-term real estate planning. As Clemens Development continues to grow, this position provides opportunities to expand influence, deepen investment expertise, and take on broader responsibility within real estate strategy and capital planning. Application Note Clemens Food Group is not accepting unsolicited resumes from search or staffing firms. All resumes submitted by search or staffing firms to any employee at Clemens Food Group via email, the Internet, or directly without a valid written search agreement for this role, and without having been asked to participate in this by Talent Acquisition, will be deemed the sole property of Clemens Food Group, and no fee will be paid in the event the candidate is hired. Firms not authorized to submit candidates will not be eligible for any fee or ownership claim.
    $74k-121k yearly est. 11d ago
  • Financial Analyst

    Customers Bank 4.7company rating

    Finance analyst job in Hamilton, NJ

    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. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: Customers Bank ("Bank") has an immediate opening for a Financial Analyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons. Responsibilities: * Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations. * Perform financial modeling of strategic and business inputs. * Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan. * Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis. * Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary. * Enhance controls and streamline processes, introducing automation and clarity throughout business line. * Review and identify inconsistencies and/or issues within the business unit's forecast and make the appropriate changes in the model and reports. What Do You Need? * Bachelor's degree preferably in finance, mathematics or economics. * 1-5 years of financial or business analyst experience. * Strong academic credentials. * Experience in banking desired, but not necessary. * Working hours for this role are expected to be approximately from 12:00pm - 8:00pm EST and are subject to change. * Experience supporting financial services industry a strong plus. * Familiarity of banking products and processes desired. * Ability to understand and analyze a financial institution balance sheet, income statement, and capital. * Strong analytical, financial modeling and problem-solving skills * Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership. * Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment. * Willingness to embrace unstructured environments and manipulate large data sets. * Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results. * Strong attention to detail. * The ability to communicate clearly, both verbally and in writing, within the organization and externally. * Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information. * Strong interpersonal skills with the ability to work independently and as part of a team. Technology Skills: * Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications. * Experience with FP&A systems (experience of Essbase and Workday a plus) * Experience with Power BI desired * Experience utilizing various AI platforms desired * Experience with Microsoft Access databases desired 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.
    $53k-64k yearly est. Auto-Apply 28d ago
  • Quantitative Financial Analyst

    Bank of America Corporation 4.7company rating

    Finance analyst job in Wilmington, DE

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment. Responsibilities: * Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. * Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing. * Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing. * Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings. * Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions. * Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes. Required Qualifications: * Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science * 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models * Familiar with regulations and regulatory guidance on model risk management Desired Qualifications: * Master's degree or above * Prior auditing background preferred Skills: * Critical Thinking * Quantitative Development/Validation * Risk Analytics * Risk Modeling * Technical Documentation * Collaboration * Problem Solving * Risk Management * Data Modeling and Trend Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $81k-126k yearly est. 44d ago
  • Revenue Cycle Analyst- Charges

    Temple University Health System 4.2company rating

    Finance analyst job in Philadelphia, PA

    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 '390376
    $58k-72k yearly est. 60d+ ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Cherry Hill, NJ?

The average finance analyst in Cherry Hill, NJ earns between $48,000 and $112,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Cherry Hill, NJ

$74,000

What are the biggest employers of Finance Analysts in Cherry Hill, NJ?

The biggest employers of Finance Analysts in Cherry Hill, NJ are:
  1. Lockheed Martin
  2. Fes
  3. USCS External Positions
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