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Analyst - Investments
Corten Real Estate
Finance analyst job in Philadelphia, PA
Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers.
Duties & Responsibilities:
Complete underwriting, market analyses, due diligence and financial analyses
Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews
Assist is asset management
Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes
Develop/update valuation models, monitor investments and participate in asset management
Conduct market research to identify potential target markets for new investment opportunities
Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects
Highlights:
• Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans
• Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations
• High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development
• Visibility & upward mobility: Lean team structure where performance is noticed and rewarded
Qualifications:
Bachelor's degree - business, finance, economics or real estate emphasis preferred
2+ years in real estate private equity, investment banking, or structured finance
Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial
Exceptional quantitative and analytical skills, with a high degree of attention to detail
Ability to communicate (orally and in writing) in a highly professional manner
Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel
Must be a highly organized self-starter that functions well in a team of multi-taskers
$74k-126k yearly est. 4d ago
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Real Estate Analyst
Robert Half 4.5
Finance analyst job in Exton, PA
FinancialAnalyst - Real Estate Investments
Salary + Cash Bonus + Equity
We're seeking a motivated and detail-oriented FinancialAnalyst 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!
$62k-104k yearly est. 4d ago
Head of Pricing & Analytics - Middle Market
AXA Group 4.9
Finance analyst job in Exton, PA
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.
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$60k-74k yearly est. 1d ago
2026 Summer Analyst
Springer Capital, LLC
Finance analyst job in Philadelphia, PA
Summer Analyst - Paid Internship
10 weeks, June 2026 - August 2026
The goal of this Summer Analyst role is to provide exposure to the multifamily real estate business and the basics of real estate operating and investing principles. This role will collaborate with all members of the Acquisitions, Asset Management and Construction / Development teams. This person will be expected to assist in completing daily ad-hoc assignments, as well as long-term projects including but not limited to: assisting with property and portfolio-level financial analysis, conducting market research, assisting with asset management related responsibilities, helping to create and edit pitchbooks and other marketing materials, participating in leasing and management calls, and support of all active construction projects. Select opportunities to travel to portfolio properties and assist with asset and / or construction management duties.
Responsibilities:
Support the Asset Management team in executing property business plans to maximize value at each asset, including review/comparison of operating budgets, models and historical deal performance.
Work alongside the Investments team to help underwrite potential acquisition opportunities by performing due diligence, financial analyses, and sensitivity analyses.
Assist in performing a wide range of analyses, including refinancing analyses, valuations, sell/hold analyses, leasing, and other ad hoc analyses.
Gather and synthesize macro and micro economic, demographic and detailed real estate market data.
Work directly with property management on leasing performance, property capex projects, and other items as needed.
Support the Construction Management team in drafting renovation budgets, tracking timelines, project revisions/change orders, and assisting with funding draw requests from Lenders.
Present a deal pitch to the Investments team at the end of Internship analyzing 4 potential investment opportunities.
Qualifications:
Class of 2027 or 2028 candidates currently pursuing a bachelor's degree in a related major, with an interest in real estate / private equity
GPA of 3.0 or above
Prior internship experience in real estate is preferred but not required
Ability to prioritize and multi-task in a fast-paced environment
Excellent organizational skills and attention to detail
Excellent written and oral communication skills
Ability to work in person in a full-time capacity beginning in June 2026
$66k-106k yearly est. 4d ago
Finance Manager
Jwilliams Staffing 4.0
Finance analyst job in West Chester, PA
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
$77k-102k yearly est. 2d ago
Asset Management Analyst
Preit 4.0
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
$66k-81k yearly est. 3d ago
Financial Analyst - Reporting - Blue Bell, PA
PMA Companies 4.5
Finance analyst job in Blue Bell, PA
Back FinancialAnalyst - Reporting #4701 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:
As a member of PMA's Financial reporting department, you will play a key role in reporting third-party administrator financial performance to Old Republic International (PMA Companies' parent company), including completion of various quarterly financial reporting packages. You will also be responsible for preparing monthly journal entries and internal financial reporting schedules for PMA.
Responsibilities
Complete and reference financial reporting package on a quarterly basis.
Prepare quarterly pre-close and management schedules for PMA Companies.
Preparation of various general ledger journal entries.
Prepare monthly or quarterly reconciliations for various balance sheet accounts.
Prepare ad-hoc reports as needed.
Contribute to the accuracy of financial statements using internal control guidelines.
Analyze current processes to identify and implement efficiencies.
Coordinate with teams across the company to gather information for quarterly reporting.
Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree in Accounting / Finance or equivalent insurance-related work experience is required.
Minimum of one year experience in accounting/finance or related field.
Strong verbal and written communication skills.
Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
Strong computer skills, including Excel and other Microsoft Office products, as well as accounting/GL software (EAS general ledger preferred).
$76k-101k yearly est. 2d ago
Oracle ERP Financial Manager
Office of The Chief Financial Officer
Finance analyst job in Philadelphia, PA
Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Oracle ERP Financial Manager $122,503.00 - $157,830.00(Hybrid; Location: Washington, DC) The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of an Oracle ERP Financial Manager (ERP Business Analyst Manager). This position is located in the Office of the Chief Financial Officer (OCFO), Office of Financial Operations and Systems (OFOS), District Integrated Financial System (DIFS) Support Center. The incumbent is accountable for providing efficient and effective functional support for the ERP system.
Duties include, but are not limited to:
Serving as a primary resource in troubleshooting post-go-live production issues
Designing and implementing methods to gather and document business requirements for implementing enhancement requests
Leading fit-gap analysis
Assisting with prototyping, system configuration, testing, and end user training
Developing a system or process for reviewing internal and external data feeds into the Oracle ERP Cloud system
Reconciling and validating the data feeds and identifying the causes of any differences noted
Planning, designing and implementing policies and procedures for quarterly updates and patches for Oracle ERP Cloud
Developing a detailed workplan for testing Oracle ERP Cloud functionalities, issuing fixes and enhancements in the system after updates/patches have been made
Responding to requests for information and providing feedback on efforts that affect the Support Center's daily operations and activities
Managing the performance of the ERP Business Analysts and Subject Matter Experts
Performing other related duties as assigned
Minimum Qualifications: Six (6) years of progressive work experience performing related duties and responsibilities such as: evaluating ERP systems and providing end user support to improve effectiveness; evaluating and identifying business requirements; designing and developing solutions; leading business teams to implement system enhancements and resolve issues; and providing project management oversight. Experience utilizing Oracle Cloud Enterprise Resource Planning (ERP) and Oracle Cloud Enterprise Performance Management (EPM) is required. Excellent oral and written communications skills are required. Incumbent must have at least one (1) year of work experience supervising or providing direction and guidance to lower-level staff.
For initial review, please submit your resume to the Office of the Chief Financial Officer, Human Resources Division, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024.
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
$122.5k-157.8k yearly 2d ago
Financial Advisor
Vista Wealth Solutions
Finance analyst job in Radnor, PA
About Us
Vista Wealth Solutions is a strong General agency, wealth management firm that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future.
The Opportunity
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Qualifications
Desired Skills and Experience
Preferred but not required: Candidates with Series 7/6, Series 63/66, and Life/Health licenses will be sponsored if they qualify.
Strong interpersonal skills and customer service focus
Market development/networking abilities
BA, BS, and/or graduate degree or equivalent work experience
Responsibilities
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Work with the existing client base and lead flow to generate new business
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact-gathering and needs analysis
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow Agents
Compensation range with commission and bonuses $70,000 to unlimited income potential, with a well-established market potential.
Locations in various locations: Greater Philadelphia, Greater Scranton, Lehigh Valley, and Delaware.
$70k yearly 5d ago
Analyst, Transaction Operations
Chatham Financial 4.8
Finance analyst job in Kennett Square, PA
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Launch Your Career as a Future Expert:
At Chatham, an analyst role is more than a first job - it's the foundation of a career built on expertise, trust, and impact. You'll bring clarity to complexity, deliver insights that drive action, and interact directly with senior decision-makers.
Chatham's Financial Risk Advisory team is experiencing continued growth in interest rate and foreign currency (FX) hedging activity. To support this momentum, we're hiring Transaction Operations Analysts to play a key role in the smooth execution and documentation of hedging transactions. This role is critical to delivering timely operational excellence while continuously improving efficiency, accuracy, and scalability across our operations.
You'll contribute at the intersection of client service, transaction management, and documentation-coordinating with internal teams, clients, and counterparty banks to help execute financial hedges that mitigate risk for our clients.
What You'll Do:
Build subject matter expertise in derivative operations-including onboarding, trade documentation, trade capture, reporting, and regulatory workflows.
Deliver timely, accurate transaction support to internal teams and clients.
Enter and manage transaction details and documentation within Chatham's proprietary platform.
Confirm and validate trade economics to ensure accuracy at execution and post-trade.
Monitor and report on key operational workflows, including documentation status, deal pipelines, client communications, and deadlines.
Collaborate with our central operations team to meet compliance requirements, including Know Your Customer (KYC) and Anti-Money Laundering (AML) protocols.
Review loan agreements to extract and interpret economic terms relevant to hedge structuring.
Become a trusted partner for internal stakeholders, clients, and counterparty banks.
What You'll Experience:
Early Exposure to High-Impact Work - From day one, you'll contribute to real client engagements. Your work will support strategic decisions for some of the most prominent names in global finance, giving you a front-row seat to real-world financial decision-making.
Mentorship That Builds Mastery - You'll learn through hands-on work, mentorship, team-based collaboration, and structured feedback. You'll also complete six firmwide courses led by senior leaders, giving you both deep expertise and a broad business perspective-laying a strong foundation to become a trusted advisor.
A Platform for Long-Term Growth - As your expertise grows, so will your impact. You'll take on more responsibility and contribute to thought leadership. The skills you develop here will set you up for long-term success-at Chatham or beyond.
Shaping the Future of Finance - You'll gain exposure to the technologies behind our solutions. Through rotations, cross-functional learning, and hands-on experience with product development, you'll see how tech and data are reshaping financial services.
Who Thrives Here:
Chatham fosters an entrepreneurial culture that values teamwork, innovation, and continuous learning. We're looking for individuals who are natural problem-solvers, eager to grow, and aligned with our core values. While no specific prior experience or certification is required, strong candidates will demonstrate:
The ability to learn existing processes quickly while identifying opportunities for improvement.
Strong organizational skills and a proactive, curious mindset.
Attention to detail and consistent accuracy in a fast-paced, deadline-driven environment.
Excellent written and verbal communication skills.
Comfort with numbers and the ability to learn financial terminology quickly.
A collaborative, flexible approach to problem-solving and process improvement.
Proficiency in Excel (preferred, not required).
Qualifications:
Currently enrolled in an undergraduate or graduate program with an expected graduation date between December 2025 and June 2026.
Working toward a BA/BS in a relevant field.
GPA of 3.5 or higher strongly preferred.
Previous relevant internship experience is a plus.
Ability to begin full-time employment on July 6, 2026.
Willingness to work onsite in your assigned office.
About Chatham Financial:
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com.
Chatham Financial is an equal opportunity employer.
$46k-62k yearly est. 3d ago
Financial Management Analyst
Dynamic Solutions Technology 4.0
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.
$78k-99k yearly est. 59d ago
Senior Analyst, Investor Services
Hamilton Lane Incorporated 4.2
Finance analyst job in Conshohocken, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
Analyze fund financial statements and perform a detailed review of investment activity.
Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
Support department-wide initiatives as assigned; escalate questions and unusual items.
Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
College degree (B.A., B.S. or B.B.A.).
2-4 years working experience
Financial Services and/or private equity experience is a plus
Highly motivated and organized; detail-oriented
Excellent written and verbal communication skills
Ability to manage multiple projects simultaneously and be able to prioritize workload
Day-to-day flexibility for ad hoc projects
Proactively identify challenges and offer solutions
Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
Private Markets Evergreen fund operations experience.
Travel:
If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
$121k-179k yearly est. Auto-Apply 60d+ ago
Equity Analyst
Clark Capital Group 3.8
Finance analyst job in Philadelphia, PA
The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.
At least three years of relevant experience, CFA preferred
Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
Keep abreast of industry and academic research and identify new research ideas
Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process
Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies
Competencies for Success:
Ability to work independently and as part of a team
Strong financial statement analysis, valuation, and modeling skills
Bachelor's degree in finance, business, economics, math, or business administration
Bloomberg and or Factset proficiency
Microsoft office proficiency
Python, SQL and or programming proficiency a plus
Strong work ethic, high integrity and aligned with the company's core values
Strong communication and interpersonal skills
Exceptional quantitative, verbal, and written communication skills
Ability to adapt to and learn new technologies
$97k-143k yearly est. 60d+ ago
Senior Investment Data Analyst
Venerable 4.2
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.
$110k-175k yearly est. Auto-Apply 60d+ ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Finance analyst job in Philadelphia, PA
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$59k-82k yearly est. Auto-Apply 11d ago
Financial Operations Analyst (Consulting)
Solomonedwards 4.5
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
***************************
$22 hourly Easy Apply 9d ago
Revenue Cycle Analyst- Charges
Temple University Health System 4.2
Finance analyst job in Philadelphia, PA
Responsibilities include all aspects of Revenue Cycle system support including performance improvement, development, documentation, testing, training and upgrades. Assists management in examining processes to improve workflow. Education Bachelor's Degree Required or
Combination of relevant education and experience may be considered in lieu of degree Required
Experience
3 years experience in Patient Accounting or Patient Accounting related I.T. Required
General Experience with CPT coding and 3rd party billing requirements. Required
Licenses
Certified Outpatient Coder Preferred or
Certified Professional Coder Preferred '390376
$58k-72k yearly est. 59d ago
Head of Pricing, Middle Market
AXA Group 4.9
Finance analyst job in Exton, PA
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
$60k-74k yearly est. 1d ago
Financial Analyst - Reinsurance - Blue Bell, PA
PMA Companies 4.5
Finance analyst job in Blue Bell, PA
Preparation of various general ledger journal entries.
Prepare monthly reconciliations for accounts receivable.
Prepare monthly or quarterly reconciliations for various other balance sheet accounts.
Completion of cash collection schedules for all business written.
Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.
Assist in the calculation and reporting of liability treaty reinsurance amounts.
Process Concur payments for various Reinsurers.
Prepare Ad-hoc reports in excel as needed.
Prepare other reconciliations as assigned.
Providing additional support with special projects or Audit requests.
Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.
Minimum of one year experience in accounting/finance or related field.
Strong verbal and written communication skills.
Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
$70k-101k yearly est. 2d ago
Sr. Accountant
Robert Half 4.5
Finance analyst job in Jenkintown, PA
We are looking for an experienced Senior Accountant to join our client's team in Jenkintown, Pennsylvania. This role offers the opportunity to work with a variety of clients, providing expertise in tax preparation, financial statement preparation, and client relationship management. If you excel in both assurance and tax services, this position will allow you to leverage your skills and grow professionally.
Responsibilities:
- Prepare and review complex financial statements in compliance with high standards of accuracy and precision.
- Collaborate with clients and their accounting teams to reconcile accounts and adjust accruals before tax preparation.
- Manage the preparation and filing of various tax returns, including corporate, estate, and multi-state taxes.
- Analyze business operating agreements and calculate debt service coverage ratios for client borrowing arrangements.
- Conduct month-end closes, journal entries, and account reconciliations to ensure accuracy.
- Utilize UltraTax software for tax preparation and compliance tasks.
- Provide strategic advice to clients regarding tax planning and financial management.
- Build and maintain strong client relationships, addressing their needs with efficiency and care.
- Assist in audits, reviews, and compilations as necessary.
- Stay updated on changes in tax laws and accounting standards to ensure compliance.
Requirements - A minimum of 7 years of experience in public accounting, with expertise in tax preparation and financial statement preparation.
- CPA license or a Master's in Taxation is preferred.
- Proficiency in UltraTax software is highly desirable.
- Strong knowledge of month-end close processes, journal entries, and reconciliations.
- Demonstrated ability to handle complex and consolidated tax returns.
- Excellent written and verbal communication skills for interacting with clients.
- Ability to manage multiple priorities and meet deadlines effectively.
- Experience with multi-state and federal tax compliance is a plus.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
How much does a finance analyst earn in Phoenixville, PA?
The average finance analyst in Phoenixville, PA earns between $46,000 and $106,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Phoenixville, PA
$70,000
What are the biggest employers of Finance Analysts in Phoenixville, PA?
The biggest employers of Finance Analysts in Phoenixville, PA are: