Analyst, Investor Services
Finance analyst job in Scranton, 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 an 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.
* 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, escalating 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.).
* 1-3 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:
* Travel to HL HQ, if located in Scranton, at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
Auto-ApplyController Automotive
Finance analyst job in Scranton, PA
Job DescriptionSalary: DOE
1519 Scranton Carbondale Highway, Scranton, PA 18508
We are looking for an experienced Automotive Controller to oversee all financial and accounting functions of our high-volume dealership. The ideal candidate will have extensive experience in automotive accounting, strong leadership skills, and a deep understanding of DealerTrack DMS. This is a high-level leadership position responsible for managing financial reporting, budgets, compliance, and operational efficiency.
Key Responsibilities:
Must have Automotive accounting and Cox Automotive DMS
Lead and mentor the accounting team to ensure accuracy and efficiency
Prepare and analyze financial statements, budgets, and forecasts
Ensure compliance with state, federal, and manufacturer financial regulations
Monitor and optimize cash flow, expenses, and profitability
Work closely with ownership and department heads on financial strategies
Oversee payroll, accounts payable, and accounts receivable processes
Ensure accurate month-end and year-end closings
Implement and maintain strong internal controls
Lead the financial audit process and manage tax reporting
Qualifications:
Minimum 5-7 years of experience as an Automotive Controller in a high-volume dealership
Strong knowledge of DealerTrack DMS and dealership financial systems
Deep understanding of financial reporting, compliance, and industry regulations
Proven leadership skills in managing accounting teams
Detail-oriented with strong problem-solving and analytical skills
Ability to work under pressure and meet deadlines
Bachelors degree in Accounting, Finance, or related field preferred
Why Join Us?
Competitive salary based on experience
Strong leadership role in a fast-paced, high-volume dealership
Opportunity for career growth and long-term stability
Work with a supportive and experienced leadership team
Full benefits package, including health insurance, 401(k), and paid time off
About Us:
Dickson City Hyundai is a high-volume, fast-paced automotive dealership serving the greater Scranton area. We are dedicated to financial excellence, operational efficiency, and top-tier customer service. As our dealership continues to grow, we are seeking a highly experienced Automotive Controller to lead our accounting department and ensure financial accuracy, compliance, and profitability.
If you are a seasoned Automotive Controller with DealerTrack DMS experience and ready to take on a dynamic, high-volume dealership, we want to hear from you!
EEOC Statement:
Rosado Group Dealerships provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rosado Group Dealerships complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Rosado Group Dealerships expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Rosado Group Dealerships employees to perform their job duties may result in discipline up to and including discharge.
Analyst Financial Planning & Analysis
Finance analyst job in Delaware Water Gap, PA
The opportunity: Financial Analyst is a highly visible mill-based position. It is a crucial member of the CRB Finance team, partnering directly with mill departments and finance leaders to provide analytical support and drive results. As a Financial Analyst, you will work directly with Operations, the CRB Finance Team, and other Divisional/Corporate departments. The Financial Analyst is responsible for assisting in day to day tasks, including the financial close and forecasting/budgeting process. They will be a part of the strategy execution - building a winning culture and strong financial performance.
How you will impact WestRock:
* Provide analytical support to the mill departments. Partner with the area team to identify, track and improve key drivers affecting performance and results related to maintenance, rentals, training, & other fixed cost.
* Provide oversight to the storeroom functions & develop tracking process for capital spares.
* Heavily involved in the mill month end close process (includes P&L review, journal entries).
* Assist in the development and documentation of processes and procedures to improve the quality of financial analysis and drive stronger ownership and accountability of results.
* Active involvement in the forecasting and budgeting process, strong emphasis on holding departmental managers accountable to results and driving profitability.
* Support the monthly closing process by providing a financial review and analysis of location level P&L and Balance sheet to be able to provide leadership with a clear understanding of operational events impacting the overall results. Review usage trends, income statement, and balance sheet balances to ensure accuracy before the final close, and work with Controllership team to provide a combined approach that ensures financial completeness and accuracy.
* Provide analytical support for both capital and financial accounting.
* Develop and maintain documentation of internal controls applicable to the assigned functional areas.
* Coordinate with internal and external auditors as needed.
* Work with belt leaders to track savings targets of Six Sigma projects.
What you need to succeed:
* Bachelor\u2019s degree in Accounting or Finance; (MBA, CPA, or CMA preferred)
* 2+ years of related experience in Pulp and Paper industry or manufacturing is preferred.
* Strong analytical and problem-solving skills
* Advanced skills in Excel, Hyperion SmartView, SAP, JDE, Power BI a plus
* Strong understanding of key metrics
* Detailed oriented team player who can consistently meet deadlines, adapt quickly, work well with all levels of the organization, and possess the ability to work independently as needed.
* Strong interpersonal, communication, computer, and team building skills.
* Strong organizational skills and ability to multi tasks in a continuously changing environment.
What we offer:
* Corporate culture based on integrity, respect, accountability, and excellence
* Comprehensive training with numerous learning and development opportunities
* An attractive salary reflecting skills, competencies and potential
* A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of safety, loyalty, integrity, and respect, we use leading science and technology to move fiber-based packaging forward.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.
Analyst Financial Planning & Analysis
Finance analyst job in Delaware Water Gap, PA
Description & Requirements Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of integrity, respect, accountability and excellence, we use leading science and technology to move fiber-based packaging forward.
The Opportunity
Financial Analyst is a highly visible mill-based position. It is a crucial member of the CRB Finance team, partnering directly with mill departments and finance leaders to provide analytical support and drive results. As a Financial Analyst, you will work directly with Operations, the CRB Finance Team, and other Divisional/Corporate departments. The Financial Analyst is responsible for assisting in day to day tasks, including the financial close and forecasting/budgeting process. They will be a part of the strategy execution - building a winning culture and strong financial performance.
How You Will Impact WestRock
* Provide analytical support to the mill departments. Partner with the area team to identify, track and improve key drivers affecting performance and results related to maintenance, rentals, training, & other fixed cost.
* Provide oversight to the storeroom functions & develop tracking process for capital spares.
* Heavily involved in the mill month end close process (includes P&L review, journal entries).
* Assist in the development and documentation of processes and procedures to improve the quality of financial analysis and drive stronger ownership and accountability of results.
* Active involvement in the forecasting and budgeting process, strong emphasis on holding departmental managers accountable to results and driving profitability.
* Support the monthly closing process by providing a financial review and analysis of location level P&L and Balance sheet to be able to provide leadership with a clear understanding of operational events impacting the overall results. Review usage trends, income statement, and balance sheet balances to ensure accuracy before the final close, and work with Controllership team to provide a combined approach that ensures financial completeness and accuracy.
* Provide analytical support for both capital and financial accounting.
* Develop and maintain documentation of internal controls applicable to the assigned functional areas.
* Coordinate with internal and external auditors as needed.
* Work with belt leaders to track savings targets of Six Sigma projects.
What You Need To Succeed
* Bachelor's degree in Accounting or Finance; (MBA, CPA, or CMA preferred)
* 2+ years of related experience in Pulp and Paper industry or manufacturing is preferred.
* Strong analytical and problem-solving skills
* Advanced skills in Excel, Hyperion SmartView, SAP, JDE, Power BI a plus
* Strong understanding of key metrics
* Detailed oriented team player who can consistently meet deadlines, adapt quickly, work well with all levels of the organization, and possess the ability to work independently as needed.
* Strong interpersonal, communication, computer, and team building skills.
* Strong organizational skills and ability to multi tasks in a continuously changing environment.
What We Offer
* Corporate culture based on integrity, respect, accountability, and excellence
* Comprehensive training with numerous learning and development opportunities
* An attractive salary reflecting skills, competencies and potential
* A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
Candidates are required to undergo a drug screening after receiving a conditional job offer, but before starting employment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.
Financial Analyst
Finance analyst job in Scranton, PA
The Financial Analyst will perform a variety of analytical functions to support assigned areas of the business, providing financial analysis to various business and Finance leaders. He/she will be responsible for proactively and independently assisting in the planning and forecasting processes of the company and developing ad-hoc analytics on key business drivers.
ESSENTIAL FUNCTIONS
Prepare monthly reports including detailed variance analysis that improve financial status.
Assist with the completion of the annual budget and quarterly forecasting process.
Performs product line profitability analyses
Partner with business leaders to provide thoughtful, action-oriented financial support by assembling/summarizing data.
Increase productivity by automating processes.
Work with various business leads on development of standardized financial analysis and reporting.
Participate in due diligence efforts as needed.
CORE VALUES
Be a Student Achievement Champion- As champions for student achievement we passionately advocate, mentor, and fight for every person who so desires to access the knowledge and skills they need in order to fulfill their goals and change their lives. We create successful outcomes for our students through innovation, creativity and problem-solving that fuels the outcomes our students want and deserve. Helping students unlock their potential is our shared responsibility and privilege.
Provide service infused with understanding, respect and empathy- Be a partner; listen and care, and in doing so, create lasting and meaningful relationships.
Be responsible and act with integrity- We promptly acknowledge the needs of our students and colleagues and respond appropriately and effectively. We follow-up and follow-through.
Collaborate to create better outcomes- We know there is strength in numbers. We value the ability, perspective and unique talent of others; and we embrace our differences. A team is stronger than any one person.
Surprise and delight- We go beyond the transaction. We strive to exceed expectations and create emotionally fulfilling experiences that result in consistently remarkable hospitality.
Take care of the earth and give back to the community in which we live and work - We support our students and community through contribution and by adopting causes that matter. We are charitable and possess the spirit of giving. We are hospitable.
Skills & Abilities
Education: Bachelor's degree in finance, business or related field.
Experience: 3+ years related experience in financial analysis and budgeting
Computer Skills: Experience with MS Office, including Word, Excel, and Power Point. Heavy use of MS Excel v-lookups and pivot tables.
Other Requirements:
Strong analytical, problem-solving and communication (written and oral) skills are essential qualifications
Looking for a highly motivated, proactive, energetic, detail-oriented individual with time management skills
Ability to think independently and function well in a team environment
Ability to multi-task and prioritize in a fast-paced environment
Ability to work independently and meet strict deadlines
Ability to work in a fast paced environment
Strong work ethic
Senior Market Financial Advisor - Pre-Set Appointments, Elite Support, 6-Figures
Finance analyst job in Scranton, PA
Job Description
Senior Market Financial Advisor - Pre-Set Appointments, Elite Support, Six-Figure Potential
Ready to stop grinding for leads and start focusing on high-value client conversations? Join an exclusive team of experienced Financial Advisors serving the retirement and annuity market with full back-office support and 10-12 pre-set, qualified appointments every week.
What You Get
Pre-scheduled, senior-market appointments in your state (no cold calling)
Dedicated appointment setter and case manager for scheduling, planning, and paperwork
Strong six-figure income potential with a results-driven commission model
Access to a broad range of top-tier annuity and retirement products
Freedom to manage your schedule while maintaining a consistent flow of business
What You Bring
Active Health & Life insurance license
Series 65, or Series 7 & 66, or ChFC
Clean U4 (if registered)
Proven face-to-face, consultative sales success with retirees
Willingness to travel to meet with qualified clients
If you're a high-performing advisor ready to level up with a system built for closing and client impact, apply now to secure one of the limited spots in your state.
Experienced Automotive Finance & Insurance Professional
Finance analyst job in Scranton, PA
Accelerate Your Career as an Automotive Finance & Insurance Pro!
Join Toyota of Scranton Winning Team!
Are you an experienced Automotive Finance & Insurance Professional looking for a rewarding opportunity with a company that values its people, its customers, and its community? If you're ready to fast-track your career, we want to talk to YOU!
At Toyota of Scranton, we're redefining what it means to be part of an innovative, supportive, and driven team. Here, you'll thrive in a culture rooted in respect, integrity, and passion for excellence while enjoying top-notch benefits and earning potential that puts you in the driver's seat.
Why Choose Toyota of Scranton?
Unmatched Earning Potential: Your hard work will be rewarded!
Comprehensive Benefits Package:
Health, dental, and vision insurance.
Company-paid disability insurance and life insurance.
Supplemental insurance options.
Wellness Perks: Gym reimbursement to keep you feeling your best.
Continuous Growth: Ongoing training and support to help you excel.
What Makes Us Stand Out?
We live by our Core Values, creating an inclusive, high-performance environment where employees love what they do:
Honesty: Trust is our foundation - we do what's right every time.
Helping Others: Empathy and teamwork are at the heart of who we are.
Excellence: We're not just good; we're committed to being the BEST.
Community Impact: We give back to the community that supports us.
Your Role as a Finance & Insurance Pro:
You'll drive success by ensuring top-tier customer satisfaction and delivering seamless financial solutions. Responsibilities include:
Building customer trust by explaining aftermarket products and extended warranties in a clear, professional manner.
Developing and maintaining relationships with finance sources to secure the best deals.
Handling all federal, state, and dealer paperwork with accuracy.
Guiding customers through manufacturer and dealership policies for a stress-free experience.
Creating a sales-driven, performance-oriented environment while maintaining the highest ethical standards.
What You Bring to the Table:
Experience: 3-5 years in F&I at an automotive dealership. We will teach the right candidate!
Education: High school diploma or GED required.
Skills: Exceptional communication, customer service, and professionalism.
Drive: Self-motivated with a "can-do" attitude and ability to excel in a fast-paced environment.
Licenses: Valid driver's and sales licenses required.
Ready to Join the Best? Apply Today!
At Toyota of Scranton, we're more than just a dealership - we're a community that thrives on growth, excellence, and making a difference. Don't settle for ordinary when extraordinary is just one application away!
We are an equal employment opportunity employer that does not discriminate on the basis of race, color, religion/creed, sex, disability, marital status, age, pregnancy, national origin, ancestry, sexual orientation, genetic information, possession of a General Education Development Certificate as compared to a high school diploma, veteran status, or any other characteristic protected by the applicable federal, state or local laws.
Auto-ApplyFinancial Advisor
Finance analyst job in Moosic, PA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyMerchandise Controller (Weekend Shift)
Finance analyst job in Pittston, PA
TJ Maxx
At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our four global Home Offices, Distribution Centers or Retail Stores-TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you'll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family-a Fortune 100 company and the world's leading off-price retailer.
Job Description:
Shift : Friday - Sunday (6:00AM - 6:30PM)
Rate: $20.35 - $27.45
Job Summary:
Ensure merchandise is thoroughly inspected and meets the company value requirements for fashion, quality brand and price.
Challenge Marmaxx retail price and ensure that "compare at price" on ticket reflects the company standard of 20-60% off.
Ensure mix of color, size, style, and quantity adhere to the company's shipping philosophy.
Confirm merchandise labeling meets legal requirements.
Inspect appropriateness of logos, graphics, hangtags, and merchandise to our stores.
Proactively addresses Vendor Compliance issues and opportunities.
Partner and collaborate with all appropriate resources in the Distribution Center and Home Office to resolve issues in a timely manner.
Develop and apply in-depth understanding of all work management systems and tools to effectively problem solve.
Issue direction for re-work in the DC.
Answer all Planning calls and requests including taking photos and sending samples.
Identify and communicate merchandising issues that have large scope/financial impact.
Build and maintain effective working relationships with general warehouse associates, DC management, and Home Office Business Partners.
Train new Merchandise Controllers and continually educate all associate levels.
Answer general warehouse associate questions pertaining to purchase orders.
Communicate Planning objectives to DC team and vice versa.
Ensure building compliance with best practices related to merchandise.
Requirements:
Bachelor's Degree in Fashion Merchandising, Business or related discipline preferred. 2+ years retail experience. Must be highly organized with the ability to multitask. Strong attention to detail.
Associate discount; Employee Assistance Program (EAP); smoking cessation support; bereavement leave; 401(k) Associate contributions; credit union; cell phone discounts. Also, those who meet certain service or hours requirements are eligible for: 401(k) match; medical; dental; vision; life insurance; disability coverage; paid parental leave; paid holidays/vacation/sick; scholarship program. All benefits are provided in accordance with and subject to the terms of the applicable plan, agreement or program and may change from time to time. Contact your TJX representative for more information.
In addition to our open door policy and supportive work environment, we also strive to provide a competitive salary and benefits package. TJX considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status, or based on any individual's status in any group or class protected by applicable federal, state, or local law. TJX also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.
Address:
4000 Oldfield Boulevard
Location:
USA TJ Maxx Distribution Center PittstonThis position has a starting pay range of $21.00 to $27.45 per hour. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience.
Operations Analyst - 3rd Shift - Sanctions Screening Center of Excellence
Finance analyst job in Scranton, PA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing.
Line of Business Specific Description:
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
Responsibilities:
* Investigate Office of Foreign Assets Control (OFAC) alerts for both domestic and international consumer, commercial and wholesale bank businesses or services functions
* Reviewing and processing OFAC transactions to meet compliance requirements
* Performs item processing functions under moderate supervision within a process that has built-in checks and balances.
* Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients.
* Basic level reporting
* Assists with coordination of implementation for products, services, and operational solutions
* Supports the design, documentation, implementation, and monitoring of new products and services
* Provides guidance regarding procedural, technical, and operational changes
* Expands business products knowledge within operations environment
* Builds network by developing relationships with partners and teammates
* Inspects data to identify issues and trends
* Collects and interprets data to validate operational processes
Required Qualifications:
* Minimum of 1 year experience in finance and/or compliance.
* Must have experience working in a highly regulated production environment.
* Ability to remain focused in a repetitive environment.
* Ability to navigate through multiple systems while maintaining data integrity
* Analytical and detail oriented; ability to make accurate and timely decisions
* Good oral and written communications skills
* PC proficiency and excellent keyboarding/typing skills/data entry
* Ability to work independently, as well as, within a team
* Overtime as required
Desired Qualifications:
* Previous Economic Sanctions, AML, Wire Transaction and/or previous Compliance experience highly desired.
* College degree or equivalent work experience desired
* Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
* Excels in working among diverse viewpoints to determine the best path forward.
* Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
* Commitment to challenging the status quo and promoting positive change.
* Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
* Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.
Skills:
* Attention to Detail
* Customer and Client Focus
* Monitoring, Surveillance, and Testing
* Process Performance Management
* Research
* Adaptability
* Business Analytics
* Critical Thinking
* Reporting
* Written Communications
* Data Management
* Policies, Procedures, and Guidelines Management
* Process Design
* Process Effectiveness
* Strategic Thinking
Shift:
3rd shift (United States of America)
Hours Per Week:
40
Finance Manager
Finance analyst job in Dickson City, PA
Tasca Family Commitment Tasca Automotive Group was founded in 1943 by Bob Tasca, Sr. In 1953 Bob opened the original Tasca Ford in Bristol, Rhode Island. Just one year later this dealership was completely destroyed by Hurricane Carol. Bob relocated and ultimately opened up the new Tasca Ford at 777 Taunton Avenue in East Providence, Rhode Island. It was here that Bob and his team became the second largest Ford dealership in the world in the 1960's. This was also the birthplace of the Tasca Racing program and many historic muscle cars such as the Ford Cobra Jet, Tasca Street Boss, and Mystery race cars.
Bob opened Tasca Lincoln Mercury in Seekonk, Massachusetts in 1972. TLM became the highest volume Lincoln Mercury dealership in the world in 1986, and repeated again in 1987 and 1988 while also winning the Ford President's Award for outstanding customer satisfaction. This fulfilled Bob's dream of saying "None Bigger, None Better." It was also at the Seekonk store that Bob launched the innovative Pre-Trade program, pioneering the concept of short term trade cycles and leasing. He was also joined in the business by his three sons, thus fulfilling another of his dreams to build a successful family business.
In 2002 Bob opened his flagship dealership in Cranston, RI. Featuring Ford, Lincoln, Mercury, Mazda, and Volvo the Cranston location was one of the most high tech and largest facilities in the country. It featured amenities such as drive in service write up, an in house Italian café, drive through carwash, and spacious customer lounge. It was at this time that Bob was joined in the business by his grandsons and granddaughters, continuing his dream of a family business. When Bob Tasca, Sr. passed away in 2010 he left a proud legacy of honesty, integrity, and customer satisfaction.
70 years and three generations later the Tasca Family continues to grow. We have been blessed over the past seven decades with great customers and great employees. We would like to thank the members of our team who continue to work so hard to satisfy our customers. We would also like to thank the thousands of families who have trusted us over the past 70 years. We humbly look forward to keeping our commitment that YOU WILL BE SATISFIED.
EOE STATEMENTWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Job Description
Job Title: Finance Manager
SUMMARY
Produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new- and used-vehicle customers.
ESSENTIAL DUTIES
Essential Duties include the following. Other duties may be assigned.
Provides customers with thorough explanation of aftermarket products and extended warranties.
Converts cash deals to finance.
Establishes and maintains good working relationships with several finance sources, including the manufacturer.
Processes finance and lease deals accurately and fairly through financial sources to secure approval.
Conducts business in an ethical and professional manner.
Processes all federal, state, and dealer paperwork related to vehicle transaction.
Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.
Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner.
Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting.
Acquires and maintains current state insurance license, completing continuing credit insurance education as needed.
Provides customers with complete explanation of manufacturer and dealership service procedures and policies.
Seeks new lending institutions to secure competitive interest rates and finance programs continually.
Manages the alternative finance source program to ensure that several sources are available.
Seeks insurance companies for insurance paper.
Maintains insurance files.
Sets up and maintains a program which will ensure 100 percent turnover to the F&I department.
Provides sales force and sales managers with current information about finance and lease programs continually.
Trains the sales staff regarding the benefits of financing, insurance and extended service programs.
Works with sales managers to secure a reasonable profit from every sale.
Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income.
Ensures collection of all finance and insurance fees.
Takes all credit applications.
Prepares reports on finance penetration.
Works closely with general sales manager to establish sales department goals and objectives and ensures that they are achieved.
Attends managers meetings.
Handles all rate quotations.
Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction.
Supervises and trains designated backup to ensure continued efficiency and profitability in the F&I manager's absence.
Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals.
Maintains a professional appearance.
Maintains a clean and professional work environment.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
* Two to four years related experience and/or training in a dealership setting; or equivalent combination of education and experience
LANGUAGE SKILLS
* Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
* Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
* Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
MATHEMATICAL SKILLS
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
* Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
* Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY
* Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
* Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
* Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
* Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
* Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with nonverbal symbolism (formulas, scientific equations, graphs, etc.,) in its most difficult phases. Ability to deal with a variety of abstract and concrete variables.
Financial Planner
Finance analyst job in Kingston, PA
Financial Planner / Wealth Manager
At Vista Wealth Solutions
, we're excited to welcome a few passionate individuals to join our team!
• Did you know that half of our advisors are making fantastic strides, earning over $200,000?
• Here, you'll have full ownership of your clients and data.
• We're all about helping you build, manage, and market your own brand with the support of our amazing team!
• Our award-winning practice management technology and training will set you up for success.
• You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products.
• Plus, there are opportunities to join established teams that match your skills and background!
What Makes You a Great Fit with Us?
• You have an entrepreneurial spirit
• You strive to be better than your peers
• You're passionate about helping and educating others
• You're willing to work hard now for long-term success
Why Work with Vista Wealth Solutions?
· Enjoy highly competitive, performance-based compensation, plus a full benefits package
Receive personalized, comprehensive training and ongoing support
Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
Collaborate with our in-house Financial Planning Department and Business Valuation experts
Discover opportunities for advancement and management roles
Experience a work-life balance that many financial careers lack
Benefits of working with Vista Wealth Solutions
• Extremely competitive performance-based compensation and a complete benefits package
• Personalized and comprehensive training and support
• In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies)
• In-house Financial Planning Department and Business Valuation experts
• Advancement and management opportunities
• A work-life balance most financial careers don't offer
You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact: Erica Ng,
vistawealthsolutions.com
Erica Ng | Recruiting Director
Vista Wealth Solutions
Website: vistawealthsolutions.com
Senior Financial Center Associate - Hazle Township, PA
Finance analyst job in Hazle, PA
A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Senior Financial Center Associate in Hazle Township, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed.
Essential Duties and Responsibilities
* Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines.
* Operates and balances cash drawer accurately and efficiently.
* Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact.
* Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual.
* Actively participates and promotes financial center sales and service programs and team events.
* Has a working knowledge of all essential duties assigned to the Financial Center team.
* Ensures financial center associates are accurately operating a drawer and back counter processing system.
* Manages the daily settlement of the ATM.
* Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security.
* Provide safe deposit box services to customers as needed.
* Orders all currency and coin for the office; ships extra money.
* Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner.
* Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
* Authorizes payment of checks above the financial center limit.
* Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
* Ensures the preparation of reports as assigned by financial center management.
* Assists financial center management in monitoring over and short records following the Financial Center Guidelines.
Education & Qualifications
A high school diploma or equivalent. Associate degree in related field preferred.
A minimum of two (2) years of experience in related positions preferred.
Ability to work a flexible schedule as required to meet operating needs.
Notary experience preferred or ability to obtain notary as needed.
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Final Mile Delivery Sr. Analyst (EM7137)
Finance analyst job in Hazleton, PA
Why join Samsung SDS? The Final Mile Delivery Senior Analyst plays a pivotal role in ensuring seamless last-mile delivery operations, driving customer satisfaction, and optimizing delivery efficiency. This position requires a strategic thinker with strong leadership, analytical, and problem-solving skills to oversee delivery operations, enhance driver performance, and collaborate effectively with Distribution Centers and Final Mile Carriers.
Responsibilities
1. Delivery Operations Management:
* Monitor and analyze key performance indicators (KPIs) such as on-time delivery rates, customer satisfaction scores, and delivery costs to identify improvement opportunities.
* Develop and implement Standard Operating Procedures (SOPs) to ensure operational consistency and efficiency.
* Support programs and initiatives like Pre-Screen, Open Box Inspection, Dispatch Track Monitoring, and Customer Value-Added Service Layers.
* Conduct regular ride-alongs to audit driver execution and identify on-route improvement opportunities.
* Validate third-party partners' adherence to service level agreements (SLAs) and act as the central point of contact for escalated issues.
* Ensure consistency in service execution across the network and validate timely updates of open orders/work orders by third-party providers.
2. Driver Management:
* Conduct performance reviews with Final Mile Carriers, provide constructive feedback, and address performance gaps.
* Ensure driver compliance with pre-delivery, delivery, and post-delivery process requirements.
* Evaluate capacity needs based on forecasted volume to optimize resource allocation.
3. Customer Service:
* Respond promptly to customer inquiries and resolve delivery-related issues with professionalism.
* Proactively identify and address customer concerns to enhance satisfaction.
* Build and maintain strong relationships with cross-functional teams, including customer service, operations, returns, and quality assurance.
4. Technology & Innovation:
* Explore and implement new technologies (e.g., route optimization software, telematics, mobile delivery apps) to improve efficiency and customer experience.
* Stay informed about industry trends and best practices in last-mile delivery.
5. Budget Management:
* Identify and implement cost-saving measures to optimize operational expenses.
6. Team Leadership:
* Lead, motivate, and develop a high-performing delivery team to achieve organizational goals.
* Foster a collaborative and positive work environment that encourages innovation and excellence.
Job Duties
* Monitor and analyze key performance indicators (KPIs) such as on-time delivery rates, customer satisfaction scores, and delivery costs.
* Develop and implement Standard Operating Procedures (SOPs) to ensure operational consistency and efficiency.
* Support programs and initiatives like Pre-Screen, Open Box Inspection, Dispatch Track Workflows, and Customer Value-Added Service Layers.
* Conduct regular ride-alongs to audit driver execution and identify on-route improvement opportunities.
* Validate third-party partners' adherence to service level agreements (SLAs) and act as the central point of contact for escalated issues.
* Ensure consistency in service execution across the network and validate timely updates of open orders/work orders by third-party providers.
* Conduct performance reviews with Final Mile Carriers, provide constructive feedback, and address performance gaps.
* Ensure driver compliance with pre-delivery, delivery, and post-delivery process requirements.
* Evaluate capacity needs based on forecasted volume to optimize resource allocation.
* Respond promptly to customer inquiries and resolve delivery-related issues with professionalism.
* Proactively identify and address customer concerns to enhance satisfaction.
* Build and maintain strong relationships with cross-functional teams, including customer service, operations, returns, and quality assurance.
* Explore and implement new technologies (e.g., route optimization software, telematics, mobile delivery apps) to improve efficiency and customer experience.
* Stay informed about industry trends and best practices in last-mile delivery.
* Identify and implement cost-saving measures to optimize operational expenses.
* Lead, motivate, and develop a high-performing delivery team to achieve organizational goals.
* Foster a collaborative and positive work environment that encourages innovation and excellence
Skills:
* Leadership and Team Management
* Communication and Interpersonal Skills
* Problem-Solving and Analytical Skills
* Customer Service Orientation
* Organizational and Planning Skills
* Data Analysis and Reporting
* Technology Savvy
* Time Management
Senior Analyst, Investor Services
Finance analyst job in Scranton, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned; escalate questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 2-4 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
Auto-ApplyOperations Analyst - Global Investigations
Finance analyst job in Scranton, PA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing.
Responsibilities:
* Assists with coordination of implementation for products, services, and operational solutions
* Supports the design, documentation, implementation, and monitoring of new products and services
* Provides guidance regarding procedural, technical, and operational changes
* Expands business products knowledge within operations environment
* Builds network by developing relationships with partners and teammates
* Inspects data to identify issues and trends
* Collects and interprets data to validate operational processes
Skills:
* Attention to Detail
* Customer and Client Focus
* Monitoring, Surveillance, and Testing
* Process Performance Management
* Research
* Adaptability
* Business Analytics
* Critical Thinking
* Reporting
* Written Communications
* Data Management
* Policies, Procedures, and Guidelines Management
* Process Design
* Process Effectiveness
* Strategic Thinking
Shift:
1st shift (United States of America)
Hours Per Week:
40
Senior Financial Center Associate - Hazle Township, PA
Finance analyst job in Hazle, PA
A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Senior Financial Center Associate in Hazle Township, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed.
Essential Duties and Responsibilities
* Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines.
* Operates and balances cash drawer accurately and efficiently.
* Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact.
* Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual.
* Actively participates and promotes financial center sales and service programs and team events.
* Has a working knowledge of all essential duties assigned to the Financial Center team.
* Ensures financial center associates are accurately operating a drawer and back counter processing system.
* Manages the daily settlement of the ATM.
* Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security.
* Provide safe deposit box services to customers as needed.
* Orders all currency and coin for the office; ships extra money.
* Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner.
* Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
* Authorizes payment of checks above the financial center limit.
* Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
* Ensures the preparation of reports as assigned by financial center management.
* Assists financial center management in monitoring over and short records following the Financial Center Guidelines.
Education & Qualifications
A high school diploma or equivalent. Associate degree in related field preferred.
A minimum of two (2) years of experience in related positions preferred.
Ability to work a flexible schedule as required to meet operating needs.
Notary experience preferred or ability to obtain notary as needed.
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
College Financial Representative, Internship Program
Finance analyst job in Moosic, PA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyOperations Analyst - Wire Exception & Repair
Finance analyst job in Scranton, PA
Scranton, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing.
**Responsibilities:**
+ Analyzing wire instructions to successfully repair complex wire payments
+ Adhering to production standards set internally within the business unit, while executing procedures and maintaining a high level of accuracy
+ Ability to learn and understand payment processing, including the lifecycle and format of a wire, the wire transfer product, and wire settlement flows
+ Ability to navigate multiple processing applications during research and exception processing
+ Assists with coordination of implementation for products, services, and operational solutions
+ Supports the design, documentation, implementation, and monitoring of new products and services
+ Provides guidance regarding procedural, technical, and operational changes
+ Expands business products knowledge within operations environment
+ Builds network by developing relationships with partners and teammates
+ Inspects data to identify issues and trends
+ Collects and interprets data to validate operational processes
**Required Qualifications:**
+ Minimum of 1 year experience with Wires or research and analysis experience in a production environment
+ Ability to multitask using various systems/applications
+ Excellent time management and prioritization skills, with ability to meet deadlines under pressure
+ Strong ability to work both independently and collaboratively
+ Excellent communication/organizational skills
+ Proficient work experience with Microsoft Office Suite, especially Excel.
+ Schedule is Monday - Friday 11am - 8pm
+ Overtime as needed
**Desired Qualifications:**
+ Knowledge with any of the following software is a plus: WTX, ARIES, JIRA, Intix Applications, eTask, SWIFT
+ Working knowledge of payment investigation systems
+ Financial industry experience
+ Strives to bring new thoughts and ideas to the team to drive innovation and unique solutions
The Global Payment Operations (GPO) organization delivers global wire repair and ACH (High/Low Value) payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team.
**Skills:**
+ Attention to Detail
+ Customer and Client Focus
+ Monitoring, Surveillance, and Testing
+ Process Performance Management
+ Research
+ Adaptability
+ Business Analytics
+ Critical Thinking
+ Reporting
+ Written Communications
+ Data Management
+ Policies, Procedures, and Guidelines Management
+ Process Design
+ Process Effectiveness
+ Strategic Thinking
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
College Financial Representative, Internship Program
Finance analyst job in Madison, PA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-Apply