Financial Advisor
Finance analyst job in Milford, PA
This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
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
Lead Financial Analyst
Finance analyst job in Malvern, PA
Analyst - Automotive Real Estate Private Equity
Legacy Automotive Capital, LLC
Legacy Automotive Capital is one of the fastest-growing specialized real estate investment platforms in the U.S., exclusively focused on new car franchised dealership properties. Since 2021, we have deployed over $500 million across sale-leaseback and buy/sell transactions with top dealer groups nationwide - from single-rooftop family operations to Top-50 public groups.
We partner with dealers to unlock tied-up real estate capital without debt or loss of control, fueling their growth through acquisitions, partner buyouts, facility upgrades, generational transfers, and blue-sky funding. Our portfolio now spans dozens of high-performing dealership properties coast-to-coast, and we continue to expand aggressively in the current consolidation cycle.
This is niche private equity at its best: high-conviction investments in mission-critical real estate backed by recession-resistant cash flows and some of the strongest operator tenants in America.
The Role
We are hiring a sharp, driven Analyst to join our lean, high-impact investment team. You will work directly alongside the Partners on every stage of the deal process - sourcing, underwriting, execution, and portfolio management. Expect meaningful responsibility from day one in a true meritocracy where exceptional performance is noticed and rewarded quickly.
Key Responsibilities
Build and maintain sophisticated cash flow models, valuation scenarios (DCF, cap rate, yield-on-cost), and sensitivity analyses for dealership real estate acquisitions
Lead financial, operational, and legal due diligence on target properties and operator tenants
Perform market and submarket research to identify off-market opportunities and emerging consolidation trends
Prepare investment committee memos, LP updates, and pitch materials that win deals
Structure creative sale-leaseback and partnership terms in collaboration with dealers, attorneys, and lenders
Monitor portfolio performance, lease compliance, and value-creation initiatives post-closing
Continuously refine our proprietary underwriting tools, databases, and market intelligence platform
Who You Are
2-5 years → of investment banking, private equity, real estate finance, or Big-4 transaction services (we value quality of experience over years)
Elite financial modeling skills - you can build a fully-integrated three-statement model from a blank sheet without templates
Intellectual horsepower + relentless attention to detail
Genuine interest in automotive retail, commercial real estate, or private equity deal-making
Self-starter who thrives in an entrepreneurial, low-bureaucracy environment
Bonus points for any exposure to dealership operations, sale-leasebacks, or franchised businesses
Bachelor's degree in Finance, Economics, Accounting, or related field required.
Why Join Legacy Now?
Deal volume & ownership - Close multiple transactions per year and see your work directly drive firm growth
Accelerated career trajectory - Our lean team means Analysts regularly present to Partners, dealers, and capital sources; top performers advance rapidly
Highly competitive base salary + meaningful annual bonus tied to closed transactions and portfolio performance along with full benefits.
Be part of building the preeminent automotive real estate platform in the country during the largest wealth-transfer and consolidation wave the industry has ever seen
If you are ambitious, analytically rigorous, and want to work that is both intellectually challenging and immediately impactful, we want to hear from you.
How to Apply
Please email your resume and a brief note on why this role excites you to: **************************
Subject line: “Analyst Application - [Your Name]”
We are moving quickly and will prioritize candidates who demonstrate clear passion for the space.
Legacy Automotive Capital is an equal opportunity employer and strongly encourages applications from diverse backgrounds.
SAP SRM Procurement Analyst
Finance analyst job in Middletown, PA
Work will largely be performed in SAP SRM, the Commission's Vendor Portal, internal SharePoint folders and documents as appropriate. This resource will work closely with IT procurement team members, members of the Commissions contracts and purchasing department, and also external stakeholders to the Commission.
• Manage staff augmentation requisition process including working with internal stakeholders to finalize requests
• Submitting staff augmentation requisitions to external vendors
• Entering shopping carts in SAP SRM
• Process changes to purchase orders in SAP SRM
• Assist IT team members with shopping carts and goods receipts as needed
• Review monthly invoicing for all staff augmentation and process change orders and goods receipts as appropriate
• Review IT dashboards for accuracy and maintain data as needed
• Develop and maintain a productive working relationship with technology staff, business owners, project sponsors, vendors, and key clients
• Work independently to accomplish the tasks and duties assigned
• Adhere to and follow all PTC standards, policies, and procedures
• Utilize various software and/or technology tools to perform job duties
• Perform tasks and other duties as assigned by the PTC
Minimum Experience
• 2+ years of experience in SAP SRM functions - Display, Shop, Receiving
• Proficient in the Microsoft Office 365 suite of business software including Teams, Word, Excel, and PowerPoint
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
Financial Planning & Analysis Analyst II
Finance analyst job in Pottstown, PA
The Financial Planning & Analysis (FP&A) Analyst II prepares financial analysis, budgets, and forecasts. This is an intermediate level individual contributor role where one is responsible for developing specific analysis, forecasts and conducting small projects as directed.
Position Responsibilities:
Assist with preparing monthly financial analysis, budgets, and forecasts
Design and lead financial analysis, research, budgets, and forecasts in support of business planning
Reviews, analyzes, and interprets financial & budgetary reports to develop observations and preliminary recommendations
Prepares and communicates variances to management
Drive long-range financial planning and scenario modeling
Provides interpretation of financial data in spreadsheets, charts, and reports
Assist with monitoring headcount, FTE's and spending to ensure budgets are met
Competitor/industry intelligence to support financial benchmarking analysis and evaluation of M&A prospects and new product opportunities.
Supports the month end close and prepares monthly financial reporting packages
Performs a variety of special projects, financial presentations, and financial analysis
Other duties as assigned
Basic Qualifications (Required Skills & Experience):
Bachelor's degree in Finance, Accounting or related field is required or equivalent combination of education, training, and experience
2-5 years of experience in financial planning and analysis, preferably in a government contracting and manufacturing environment
Advanced proficiency in Excel, including complex financial modeling and data analysis using function such as INDEX/MATCH and data cube
Experience with various financial planning & reporting tools
Other Qualifications & Desired Competencies:
Experience with ERP and EPM systems; Costpoint or Oracle Fusion preferred
Current expertise in MS Office Suite (Advanced MS Excel preferred)
Strong planning skills, coupled with strong analytical and execution skills
Able to identify problems and perform real-time resolution using determined actions
Able to handle assignments using financial and accounting expertise
Able to compile, analyze, interpret, and present financial information
Able to function at in a a dynamic and challenging environment
Able to communicate with all levels of management and prepare presentations
Has effective problem-solving, analytical, interpersonal and communication skills
Able to excel in a fast-paced, deadline-driven environment, where small teams share a broad variety of duties
Focuses on teamwork, collaboration and puts the success of the team above one's own interests
Displays strong initiative and accomplish goals to meet company objectives
Highly motivated and flexible
Takes ownership and responsibility for current and past work products
Is committed to learning from mistakes and driven to improve and enhance performance of oneself, others, and the company
Physical Demands
Ability to work equally well in an office environment or in an at-home environment
Required to sit and stand for long periods; talk, hear, and use hands and fingers to operate a computer and telephone keyboard (Frequent)
Travel Requirements
Travel up to 10%, including overnight travel
Clearance Level
No Clearance
ITAR Requirement:
T
his position requires access to information that is subject to compliance with the International Traffic Arms Regulations (“ITAR”) and/or the Export Administration Regulations (“EAR”). In order to comply with the requirements of the ITAR and/or the EAR, applicants must qualify as a U.S. person under the ITAR and the EAR, or a person to be approved for an export license by the governing agency whose technology comes under its jurisdiction. Please understand that any job offer that requires approval of an export license will be conditional on AeroVironment's determination that it will be able to obtain an export license in a time frame consistent with AeroVironment's business requirements. A “U.S. person” according to the ITAR definition is a U.S. citizen, U.S. lawful permanent resident (green card holder), or protected individual such as a refugee or asylee. See 22 CFR § 120.15. Some positions will require current U.S. Citizenship due to contract requirements.
Benefits: AV offers an excellent benefits package including medical, dental vision, 401K with company matching, a 9/80 work schedule and a paid holiday shutdown. For more information about our company benefit offerings please visit: **********************************
We also encourage you to review our company website at ******************** to learn more about us.
Principals only need apply. NO agencies please.
Who We Are
Based in California, AeroVironment (AVAV) is a global leader in unmanned aircraft systems (UAS) and tactical missile systems. Founded in 1971 by celebrated physicist and engineer, Dr. Paul MacCready, we've been at the leading edge of technical innovation for more than 45 years. Be a part of the team that developed the world's most widely used military drones and created the first submarine-launched reconnaissance drone, and has seven innovative vehicles that are part of the Smithsonian Institution's permanent collection in Washington, DC.
Join us today in developing the next generation of small UAS and tactical missile systems that will deliver more actionable intelligence to our customers so they can proceed with certainty - and succeed.
What We Do
Building on a history of technological innovation, AeroVironment designs, develops, produces, and supports an advanced portfolio of unmanned aircraft systems (UAS) and tactical missile systems. Agencies of the U.S. Department of Defense and allied military services use the company's hand-launched UAS to provide situational awareness to tactical operating units through real-time, airborne reconnaissance, surveillance, and target acquisition.
We are proud to be an EEO/AA Equal Opportunity Employer, including disability/veterans. AeroVironment, Inc. is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Qualified applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, protected veteran status, genetic data, sexual orientation, gender identity or other legally protected status.
ITAR
Auto-ApplyFinancial 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
Senior Investment Data Analyst
Finance analyst job in West Chester, PA
The Investment Data Senior Analyst will play a critical role in advancing Venerable's investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable's Risk department.
Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office.
Please note that this position is not eligible for visa sponsorship or visa transfers at this time.
Primary Responsibilities:
Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency.
Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives.
Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows.
Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency.
Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making.
Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders.
Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives.
Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization.
The candidate must possess the following skills and experiences:
Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field.
5+ years of experience in financial services, including direct experience with investment data management and solution design.
Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk.
Proficiency in SQL, with a strong preference for experience working with large datasets and database design.
Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT).
Experience with data transmission, loading, reconciliation, reporting, and downstream integration.
Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools.
Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics.
Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail.
Ability to work independently and collaboratively in a cross-functional, fast-paced environment.
Ability to manage competing priorities and meet deadlines.
Preferred skills and Qualifications:
Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS).
Experience with data visualization and reporting tools, particularly Power BI.
Programming experience in Python, R, or similar languages.
Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater.
Strong communication and interpersonal skills to engage effectively with internal teams and external partners.
Experience with Agile methodologies and tools.
CFA designation or progress toward it.
#LI-MB1
Venerable Values:
Every position at Venerable has responsibility for living out the company's values as described here:
We are Courageous - We think critically, ask "why?" and seek out creative solutions.
We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.
We are Connected - We are connected to each other, our customers and our community.
Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for.
If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.
Auto-ApplyComcast 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.
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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
Financial Analyst
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 : ************
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Easy ApplyFinancial Analyst II
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)
Financial Operations Analyst (Consulting)
Finance analyst job in King of Prussia, PA
**About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
**Position Summary:**
We are seeking a Financial Operations Analyst to join a fast-growing investment management firm with a strong regional footprint and a collaborative culture. This entry-level consulting role offers hands-on experience supporting high-net-worth clients in an operational finance capacity.
You will work in a hybrid setting, with three days per week on-site in King of Prussia, PA. This is an excellent opportunity for recent graduates in Finance, Accounting, Economics, or related fields to launch their careers.
**Essential Duties:**
· Support investment account servicing and daily financial operations.
· Maintain strong relationships with internal and external stakeholders.
· Manage high-net-worth client requests with professionalism and accuracy.
· Identify and escalate processing issues as needed.
· Ensure compliance with firm policies and regulatory requirements.
· Adapt quickly to new systems, tools, and workflow processes.
· Maintain meticulous attention to detail in all documentation and reporting.
**Qualifications:**
· Bachelor's degree in Finance, Business, Accounting, Economics, or Mathematics.
· Internship, co-op, or relevant professional experience preferred.
· Strong customer service mindset and organizational skills.
**Skills and Job-Specific Competencies:**
· Excellent written and verbal communication skills.
· High attention to detail and accuracy under pressure.
· Proficiency with Microsoft Office Suite.
· Strong problem-solving and client-service orientation.
· Quick learner with adaptability to new systems and processes.
**Travel Requirements:** No travel will be required, unless at the client's discretion.
**Physical Requirements:** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
**Salary Range:** SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly rate for this role is $22.
**Benefits:** We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
**Inclusion and Diversity Statement:** SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves.
**Privacy:** We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
**Our Recruiter Promise:** Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
### Place of Work
Hybrid
### Requisition ID
42
### Job Type
Contract
### Application Email
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Easy ApplyFinancial Systems Analyst
Finance analyst job in Fort Washington, PA
About ITS:
Do you have the CHOPS? IT Solutions lives its values: Client Success is Our Success, Hungry for the Journey, Ownership Thinking, Passionate Problem Solving, and Surrender the Ego. If your values align, we want you to be a part of a fast-growing Managed Service Provider specializing in providing high-end technology solutions to small and mid-market businesses. IT Solutions is a nationally recognized leader in the IT space, with over 25 years of experience and thousands of satisfied clients. Join and grow with us, as we continue to innovate new ways to help businesses Experience Excellence.
Job Summary: The Financial Systems Analyst will work with financial software, databases, and technology infrastructure to support financial operations and reporting to ensure efficiency, accuracy, and optimization. The Analyst works closely with key stakeholders within finance, IT, and other departments to implement, configure, and maintain financial systems, such as NetSuite, to ensure that systems meet the organization's requirements and are aligned with industry standards and best practices.
Responsibilities:
Generate and analyze financial reports to meet the needs of various stakeholders
Manage and ensure financial data's integrity, accuracy, and security within systems
Identify opportunities for process improvement within financial systems to enhance efficiency and effectiveness.
Investigate and resolve issues related to financial systems, working collaboratively with IT and support teams
Stay informed about updates, patches, and new features related to financial systems and implement system upgrades and enhancements
Ensure that financial systems comply with relevant financial regulations and reporting standards
Maintain comprehensive documentation for financial systems, including configuration, processes, and procedures
Conducts work assignments of increasing complexity under moderate supervision with some latitude for independent judgement
Knowledge, Skills, and Abilities:
Strong understanding of the NetSuite platform
Solid understanding of accounting, finance, and business principles and processes
Familiarity with NetSuite Planning and Budgeting (NSPB) a plus
Proficiency in data validation, pivot tables, and reporting tools
Strong analytical and problem-solving abilities
Strong oral and written communication skills
Effective time management and multi-tasking skills
Maintains the ability to stay organized and be detail-oriented
Demonstrates a passion for solving problems or helping others and take the initiative in driving continuous improvement/execution excellence
Exceptional organizational skills, including the ability to self-manage and multi-task effectively and accurately in a fast-paced and dynamic environment
Experience:
Bachelor's degree in a related discipline or equivalence of professional work
3+ years of relevant experience, strongly preferred NetSuite financial systems experience
Certificates, Licenses, Registrations:
None
ITS offers a full benefits package, including:
Rich Medical and prescription plans
Dental & Vision
Paid Holidays and Flexible Paid Time Off
401K/401K Roth with Safe Harbor matching
Stock Appreciation Rights
Company-paid life insurance, long-term and short-term disability insurance
Company-paid mental health support & financial wellness services
FSA for medical and dependent care
HSA option with compatible medical plan
Company-paid training, materials, and exams
Performance-based bonuses
IT Solutions is an equal employment opportunity employer that provides opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Revenue Cycle Analyst- Contracts
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.
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.
Analyzes and translates payer contracts into the Contract Management system. Analyzes payment discrepancies to determine the issue, area of responsibility and assists in the development of an appropriate corrective action plan. Acts as liaison with payors to resolve payment discrepancies. 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
1 year experience with medical billing software including Patient Accounting and Contract
Management. Preferred
1 year of EPIC Contract Management build experience Preferred
Licenses
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)
Skills
Accountability, Communication, Professional Etiquette, Relationship Building, Resilience, Teamwork
Compensation
Base Pay: $25.00
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.
The application window is 30 days from the date job is posted, unless the number of applicants requires it to close sooner or later.
Education
Certifications (if applicable)
Relevant Work Experience
0-2 YearsComcast 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.
Auto-Apply