Finance analyst jobs in Lower Merion, PA - 1,029 jobs

Our vertically integrated real estate private equity firm which manages over 5M SF of office assets and is the developer for 1M SF of office in multiple locations is growing! The Asset Management Analyst will work directly with the firm's executive team in all capacities to create, implement, and execute asset management business plans for the firm's investments. Responsibilities include: Prepare and present business plans, budgets, and forecasts Recommend leasing assumptions and capital projects Monitor budgets in real-time and ensure compliance Review and understand variance reports Manage asset liquidity and cash flow forecasts Prepare and distribute lender reports; ensure compliance with loan agreements Prepare quarterly asset management reports to share with capital partners Interface with outside parties including leasing brokers, tenants, property managers, lenders, and vendors Prepare economic analyses for proposed leases Support the acquisition team in its underwriting efforts; review operating and capital budget and opine on assumptions; perform operational and physical due diligence Assist in the preparation of investment memoranda and ad hoc market research Qualifications Minimum requirement of 3.5 gpa Minimum of two years of prior asset management experience Expertise with Microsoft Excel Strong desire to work in an entrepreneurial environment This role will only consider local candidates. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. SolomonEdwardsGroup, LLC adheres 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. For more information on your rights, click here: ***********************************************

Financial Analyst - Real Estate Investments Salary + Cash Bonus + Equity We're seeking a motivated and detail-oriented Financial Analyst to join a dynamic team focused on identifying, analyzing, and supporting strategic real estate investment opportunities. This role offers exposure to complex financial modeling, market research, and investment decision-making across a variety of property types. What You'll Do: Build detailed financial projections and cash flow models using Excel and ARGUS to support investment opportunities. Conduct market research and analysis to inform assumptions for potential acquisitions and development projects. Prepare comprehensive investment briefs and present findings to senior leadership for review and approval. Collaborate with internal teams, regional offices, brokers, consultants, and other external partners to verify data and assumptions. Contribute to annual investment budgets and strategic planning initiatives. Maintain accurate tracking of investment pipelines, reports, and internal databases. Travel occasionally to support due diligence and site evaluations. What We're Looking For: Bachelor's degree in Finance, Accounting, Economics, or related field. 1-2 years of experience in finance, real estate, or investment analysis preferred. Strong understanding of financial modeling concepts, including cash flow, IRR, DCF, and yield analysis. Experience with ARGUS and advanced Excel modeling is highly desired. Excellent written and verbal communication skills, with strong attention to detail. Comfortable collaborating across teams and managing multiple priorities simultaneously. Why You'll Love It Here: Opportunity to work on high-impact real estate investment projects. Exposure to senior leadership and strategic decision-making processes. Collaborative, fast-paced environment that values curiosity, accuracy, and analytical thinking. If you're passionate about real estate finance and enjoy diving into numbers to uncover opportunities, we'd love to hear from you!

Our client is a real estate management, investing and services company - sets the gold standard as a premier brand in its industry through magical customer service, efficient systems, innovative practices and strategic thinking. The Finance Manager succeeds by providing day-to-day analysis to accurately report financials to the Leadership Team and Investors. Leadership and effective communication skills are essential to support the company to create financial reports, direct investment activities, and develop strategic financial goals for the organization. Selected Day-to-Day Activities 1. Financial Reporting - Includes Day-To-Day financial operations for all company transactions and business, final review of leadership reports before handoff. Provide assistance for each business to maximize profit and financial reporting and performance 2. Compliance - Responsible for the compliance of all accounting policies, procedures and regulatory requirements. 3. Perform financial analysis - Manage and communicate financial status and maintain accurate forecasts for all areas of the business. Manage scorecards and performance metrics to support decision making across all divisions. 4. Budgeting and Cost Control a. Partner with division leaders to create and manage budgets. b. Track financial performance against budgets and provide variance analysis for each division. c. Identify and recommend cost-saving opportunities across the divisions. 5. Team leadership - Provide oversight, performance feedback and development for the accounting team. 6. Align divisional financial plans with organizational goals and priorities. 7. Investments a. Forecast cash needs and plan for future funding requirements. b. Monitor short-term borrowing or investing as required. c. Proper recording of private money loans, mortgages, payoffs, refinance Minimum Requirements ● Bachelor's degree in Finance or Accounting ● 5-8 years of experience in accounting and/or financial analysis. ● Proficiency with QuickBooks and Microsoft Office Products - Excel, Word, Powerpoint ● Competency in AppFolio ● Excellent and proven business judgment, analytical and decision-making skills ● Proven knowledge in financial analysis and strategy ● Excellent leadership skills, verbal and written communication skills. Presentation skills necessary ● Motivate HUB team and organization to achieve goals and results ● Empower team members

An insurance and risk management firm is seeking a Head of Pricing in Hartford, Connecticut. This role involves driving pricing capabilities across Middle Market Americas and leading a high-performing team. The ideal candidate has extensive actuarial pricing experience, demonstrates strong business acumen, and possesses leadership skills. Responsibilities include ensuring pricing compliance, collaborating with various teams, and influencing leadership decisions. Join a firm committed to inclusion, sustainability, and innovative risk solutions. #J-18808-Ljbffr

IT Financial Analyst Duration: Contract Rate: $52/hr We are hiring a Lead IT Financial Analyst to support a large enterprise IT organization. This is a contract role focused on financial planning, analysis, and vendor financial management within a complex IT environment. The position partners closely with IT and shared service leaders, leveraging strong FP&A, accounting, and financial systems expertise to support budgeting, forecasting, and strategic decision-making. This opportunity offers the chance to operate at a senior level within a fast-paced IT organization, influencing financial outcomes and improving enterprise-wide financial processes. You'll act as a trusted advisor to leadership, mentor junior analysts, and play a key role in capital planning and vendor financial governance. The hiring manager is moving quickly with a streamlined interview process, making this an excellent opportunity for an experienced FP&A professional seeking immediate impact. Required Skills & Experience · Bachelor's Degree or equivalent experience (Finance or Accounting preferred) · 8+ years of FP&A experience in a large corporate environment · Advanced knowledge of accounting principles · Strong budgeting, forecasting, financial modeling, and variance analysis experience · Experience developing and leading FP&A processes · High proficiency in Microsoft Excel and PowerPoint · Experience with financial systems (SAP preferred) · Ability to work independently with minimal oversight · Strong analytical, problem-solving, and decision-making skills · Excellent communication and presentation skills · Ability to work with senior leadership in a cross-functional environment · High ethical standards and ability to maintain confidentiality Desired Skills & Experience · Experience supporting IT or technology organizations · Experience with Clarity or similar project financial management tools · Knowledge of project management concepts · Leadership or mentoring experience · Strong customer service mindset · Ability to adapt to a flexible schedule What You Will Be Doing Tech Breakdown · 60% Financial Systems, Reporting & Analysis · 40% Business Partnering & Process Improvement Daily Responsibilities · 75% Hands On · 10% Management Duties · 15% Team Collaboration You will manage financial relationships with strategic IT vendors, oversee SOW tracking and contract compliance, support program accounting initiatives, prepare accruals and reclass entries, maintain operating and capital expense forecasts, and deliver financial analysis for monthly management reviews. You will investigate variances, analyze trends and cost drivers, support capital planning, and continuously improve IT financial processes while mentoring junior analysts.

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

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then con Financial Advisor, Advisor, Private, Financial Planning, Client, Financial, Banking

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

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.

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.

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

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.

This is a full-time position for recent college graduates- start date around May 2026. Financial Analysts will begin by participating in two 1-year rotations to gain exposure and experience to teams within Agilent's Finance organization such as: Financial Planning and Analysis (FP&A), Internal Audit, Corporate Controllership, and Treasury. Assignments will be in highly visible and challenging roles. As a Financial Analyst, you will gain knowledge about Agilent's businesses and processes as you are assigned to projects and tasks, for example, financial modeling, month end close, budget to actual analysis, technical accounting research, and internal audits. You will participate in regular check-ins and networking activities to learn the different aspects of Agilent Finance and our businesses overall. Analysts will be assigned mentors to support their development and attend networking meetings. You will also network and knowledge share within your community of Finance Analysts and with other Agilent new hires. At the end of the rotation period, you will be placed in a position based on your skills, performance, and business needs. Specific responsibilities may include: * Providing financial analysis, reporting and business support to company management. * Ensuring that Agilent operations are conducted in line with financial policies and controls. * Collection, recording, consolidation, reconciliation, analysis, reporting and presentation of accounting and financial information used by management for planning and control. * Providing business management with financial decision support and analysis, portfolio management, market model analysis, business planning, and financial reporting, planning and analysis. * Ensuring compliance with internal financial controls and Generally Accepted Accounting Principles (GAAP). Qualifications * Pursuing a bachelor's degree in finance or accounting * Good understanding of U.S. GAAP * Strong analytical skills to interpret financial data * Solid understanding of Office 365 (Word, Excel, Outlook, PowerPoint) * Detail oriented with the ability to organize and prioritize * Ability to clearly define goals and objectives * Flexible, enthusiastic, and self-motivated * Excellent interpersonal skills and able to work well on a team * Self-directed, but also able to ensure proper & timely escalation of issues to supervisor or management team * Good written and verbal communication and presentation skills Additional Qualifications * Relevant internship experience in finance or accounting. * Hands-on experience in SAP systems * Strong proficiency in Excel (create formulas, pivot tables, VLOOKUP's, macros, etc.) Benefits * Innovative and fun work environment * Competitive salary * Equity Ownership opportunities * Healthcare benefits * Flexible Time Off * 401K & Company Match * Employee Referral Bonus * Training opportunities The US pay range for this full-time position is $54,240 - $101,700 /yr, plus eligibility for bonus, stock and benefits. Our pay ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum new hire pay for the position across the relevant US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. During the hiring process, a recruiter can share more about the specific pay range for a preferred location. Additional details are available at: ************************************************************* Additional Details This job has a full time weekly schedule. Applications for this job will be accepted until at least December 11, 2025 or until the job is no longer posted. The full-time equivalent pay range for this position is $55,360.00 - $103,800.00/yr plus eligibility for bonus, stock and benefits. Our pay ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. During the hiring process, a recruiter can share more about the specific pay range for a preferred location. Pay and benefit information by country are available at: ************************************* Agilent Technologies, Inc. is an Equal Employment Opportunity and merit-based employer that values individuals of all backgrounds at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, religion or religious creed, color, gender, gender identity, gender expression, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, age, sexual orientation, military or veteran status, protected veteran status, or any other basis protected by federal, state, local law, ordinance, or regulation and will not be discriminated against on these bases. Agilent Technologies, Inc., is committed to creating and maintaining an inclusive in the workplace where everyone is welcome, and strives to support candidates with disabilities. If you have a disability and need assistance with any part of the application or interview process or have questions about workplace accessibility, please email job_******************* or contact ***************. For more information about equal employment opportunity protections, please visit ********************************* Travel Required: 10% of the Time Shift: Day Duration: No End Date Job Function: Finance

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.

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 : ************ *******************************

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)

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 '387854

This role is part of the Pricing & Analytics team supporting AXA XL's Insurance Division. You will be responsible for driving market-leading pricing capabilities and support for all America's Middle Market products including US and Canada. As the Head of Pricing you will work closely with the Head of Middle Market, Americas to monitor profitability and help drive profitable underwriting decision making. What you'll be doing What will your essential responsibilities include? Ensure all Middle Market Americas lines of business have market-leading technical pricing and portfolio management capabilities through robust engagement with underwriting and collaboration with product pricing teams. Act as a key member and influencer on the Americas Middle Market leadership team. Lead, develop and motivate a high performing team. Ensure technical pricing is compliant with regulatory filings whilst incorporating proprietary pricing insights to drive underwriting decisions. Develop robust portfolio management capabilities to support business intelligence and management information, including core pricing metrics. Drive appropriate consistency in pricing and portfolio analysis across Americas Middle Market whilst ensuring consistency across the broader AXA XL Insurance products. Support state rate filings specific to the middle market portfolio. Ensure the team stays abreast of regulatory, market trends and technological changes that affect pricing. Collaborate with the broader Pricing & Analytics teams, UW leadership, reserving, finance, regulatory and capital modelling Ensure efficiency of pricing processes within Americas Middle Market. Ensure compliance of pricing guidelines. Support and encourage the usage of pricing models and metrics, delivering training of underwriters as necessary. You will report to Head of Pricing, Americas. What you'll bring We're looking for someone who has these abilities and skills: Extensive non-life actuarial pricing experience, including experience in the commercial middle market space and experience working with admitted products ACAS required, FCAS preferred Robust business acumen, demonstrating knowledge of market challenges and opportunities and implications of decisions Leadership skills to work collaboratively with colleagues to build consensus. Experience in delivering US rate filings. Robust written and verbal communications skills to gain buy-in to communicate clearly and concisely with internal and external clients. Resourceful and innovative - meeting challenges with new ideas and alternative solutions and leveraging the capabilities of AXA XL Who we are AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business - property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl.com What we offer Inclusion AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed. Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements Enhanced family-friendly leave benefits Named to the Diversity Best Practices Index Signatory to the UK Women in Finance Charter Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer. Total Rewards AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our Pillars: Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see Sustainability at AXA XL. The U.S. base salary range for this position is USD 186,000 - 260,000. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025. #J-18808-Ljbffr

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