Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers.
Duties & Responsibilities:
Complete underwriting, market analyses, due diligence and financial analyses
Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews
Assist is asset management
Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes
Develop/update valuation models, monitor investments and participate in asset management
Conduct market research to identify potential target markets for new investment opportunities
Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects
Highlights:
• Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans
• Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations
• High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development
• Visibility & upward mobility: Lean team structure where performance is noticed and rewarded
Qualifications:
Bachelor's degree - business, finance, economics or real estate emphasis preferred
2+ years in real estate private equity, investment banking, or structured finance
Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial
Exceptional quantitative and analytical skills, with a high degree of attention to detail
Ability to communicate (orally and in writing) in a highly professional manner
Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel
Must be a highly organized self-starter that functions well in a team of multi-taskers
$74k-126k yearly est. 3d ago
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Financial Planning and Analysis Manager
Robert Half 4.5
Finance analyst job in Bridgewater, NJ
Develop the annual operating budget, quarterly forecasts
Prepare financial presentations for senior leadership and business partners including identifying risks and opportunities
Month-End Close and Reporting
Ad-hoc financial reporting
Review business plans and collaborate on structure of financial reporting
Education
BS in Finance, Accounting, Economics, or a related field required
Experience
5-7 years of progressive experience in financial planning and analysis
Strong experience with forecasting, and budgeting
SAP experience preferred
$109k-154k yearly est. 3d ago
Finance Manager, Government Pricing & Medicaid
Ztek Consulting 4.3
Finance analyst job in Bridgewater, NJ
Join our finance team as a Manager, Government Pricing & Medicaid. This new position will play a key role in ensuring pricing accuracy and regulatory compliance across critical federal and state healthcare programs. Salary range based on the market with a 15% bonus target.
Key Responsibilities:
Perform manual government price calculations, analysis, and timely submissions for all mandated products
Collaborate on Medicaid invoice processing and payment submissions
Resolve data discrepancies and provide supporting documentation to government agencies, including CMS, HRSA, and the VA
Ensure full compliance with federal and state reporting regulations
Potential to qualify for Management & Leadership role based on performance
$96k-137k yearly est. 5d ago
Asset Management Analyst
Preit 4.0
Finance analyst job in Philadelphia, PA
Company
Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations.
Responsibilities
This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development.
Essential Functions
Supports leadership in PREIT portfolio lease execution.
Create and update annual property budgets and creating forecasting models for region in Argus and Excel.
Develop pro formas and projections for leasing representatives to help them in negotiating transactions.
Develop and track pro formas for redevelopment projects.
Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses.
Build and maintain quarterly covenant calculations for term reporting.
Participate in Regional Production meetings and ensure action items are addressed in a timely manner.
Monitor performance of the property and identifying operations and challenges and implement strategies to respond.
Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants.
Prepare financial projections for the properties and portfolio, and for properties under consideration for development.
Carry out special assignments/projects as assigned by management.
Assist team in acquisition, disposition, and refinance initiatives.
Qualifications
Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable.
1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position.
Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors.
Excellent written and verbal communication skills
Detail orientation demonstrated ability to multitask effectively, and strong analytical skills.
Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus.
Ability to work in Center City, Philadelphia office 4 days per week.
Benefits
401(k)
Health insurance
$66k-81k yearly est. 2d ago
Business Analyst _ Corporate Finance, Advisor Compensation, New Advisor Team Onboarding
Tata Consulting Services 4.3
Finance analyst job in Hamilton, NJ
Must Have Technical/Functional Skills * Experience in business analysis, ideally within financial services or wealth management. * Knowledge of corporate finance principles and advisor compensation models. * Background in defining and implementing business workflows.
* Strong communication and stakeholder management abilities.
* Capable of independent and collaborative work in a changing environment.
* Competent in documenting current and future state processes related to Rockefeller's data ecosystem and digital experience.
* Experience with UI development, including requirements definition and design.
* Demonstrates critical thinking and an enterprise perspective.
* Familiarity with systems and tools used at Rockefeller, such as DevOps, Dynamics 365.
* Finance & Operations, Alteryx, Power BI, Solver, Jaccomo.
Roles & Responsibilities
* Lead and support cross-functional projects related to corporate finance and advisor operations.
* Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
* Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
* Analyze advisor performance metrics and compensation structures for strategic decision-making.
* Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
* Facilitate communication among stakeholders to ensure clarity and alignment.
* Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting.
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Salary Range: $90,000 - $120,000 a year
$90k-120k yearly 13d ago
Senior Analyst, Investor Services
Hamilton Lane Incorporated 4.2
Finance analyst job in Conshohocken, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
Analyze fund financial statements and perform a detailed review of investment activity.
Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
Support department-wide initiatives as assigned; escalate questions and unusual items.
Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
College degree (B.A., B.S. or B.B.A.).
2-4 years working experience
Financial Services and/or private equity experience is a plus
Highly motivated and organized; detail-oriented
Excellent written and verbal communication skills
Ability to manage multiple projects simultaneously and be able to prioritize workload
Day-to-day flexibility for ad hoc projects
Proactively identify challenges and offer solutions
Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
Private Markets Evergreen fund operations experience.
Travel:
If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
$121k-179k yearly est. Auto-Apply 60d+ ago
Dynamics 365 Finance & Operations Analyst
Gs1 Us 4.3
Finance analyst job in Ewing, NJ
Are you ready for a change? At GS1 US, employees at every level play a vital role and provide a meaningful voice on issues that affect consumers across the country. We are a small company with a world-class culture. We make a huge impact on the way the world does business.
What is in it for you:
As a Dynamics 365 Finance & Operations (D365 FO) Analyst at GS1 US, you will be responsible for the implementation, configuration, support and optimization of D365 FO to meet evolving business needs.
In return you'll be rewarded with great pay and benefits in a hybrid work culture. You'll work at a high-performance company with a world-class culture that invests in its employees. We don't just say culture is important to us, we have the data to back it up.
We are currently recruiting for this position, which offers a salary range of $95,000 to $115,000.
This position qualifies for participation in our annual employee bonus program.
This position is also eligible for company-sponsored benefits, which include:
Health (medical, RX, dental, vision) - effective immediately
401(k) with Employer Safe Harbor and Profit Sharing Contributions - effective immediately
Short and Long Term Disability Coverage
Mental Health and Wellbeing (6 employer sponsored therapy and coaching sessions)
Individual Wellness Platform
Paid Parental Leave
Generous PTO and Company Paid Holidays
LinkedIn Learning
Tuition Reimbursement
Kudos (employee recognition and engagement platform)
Catered Lunches 2x/week on in office days
Who you are:
You have deep functional and technical expertise in D365 FO, complemented by strong analytical and problem-solving skills. You can collaborate effectively across departments to drive digital transformation initiatives. You can communicate clearly and professionally, both verbally and in writing, and excel at managing complex challenges independently or as part of a team.
Your background includes a bachelor's degree in a related field or equivalent experience, Agile/SAFe certification, and at least three years working with D365 FO. You have served as a Business Analyst or Systems Analyst, and your experience with Power Platform, Azure DevOps, and Lifecycle Services (LCS) is an asset. Dynamics 365 Certification is preferred.
What you will do:
As a Dynamics 365 Finance & Operations Analyst, you will collaborate closely with the Business Applications team and Product Management to understand and support the needs of our customers (both internal and external) to help design, build, and maintain world-class solutions.
You will capture and refine feature and story definitions to ensure business requirements are met, providing clear guidance to development teams on product purpose, vision, requirements, and priorities.
Here are a few more details about the role (other duties may be assigned):
Administer and maintain Microsoft Dynamics 365 FO, including user setup, security roles, configurations and customizations using standard tools and best practices
Work with developers and third-party vendors to integrate D365 FO with other business systems
Stay current with Dynamics 365 updates and recommend improvements or new features
Work toward a broad functional and basic technical understanding of the overall business applications landscape, including but not limited to MS D365 FO and D365 CE, the GS1 US Store, and other integrated systems
Execute functional testing and provide demonstrations of business application functionality
Build positive relationships with internal customers and external business partners and coordinate with peers to provide solution recommendations
Provide end-user training, documentation, and support to ensure effective system usage
Provide application support, troubleshoot and resolve issues, working with Microsoft and other third-party support teams when necessary
Participate in data migration, integration, and testing activities
Monitor system performance and recommend improvements for scalability and efficiency
Ready to be part of a team that believes the identification of everything makes anything possible? Apply today - we can't wait to hear your story.
GS1 US is not accepting unsolicited resumes from search or staffing firms. All resumes submitted by search or staffing firms to any employee at GS1 US via email, internet, or directly without a valid written search agreement will be deemed the sole property of GS1 US, and no fee will be paid in the event a candidate is hired by GS1 US.
GS1 US is an Equal Opportunity Employer - All qualified applications will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin.
$95k-115k yearly Auto-Apply 60d+ ago
Equity Analyst
Clark Capital Group 3.8
Finance analyst job in Philadelphia, PA
The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.
At least three years of relevant experience, CFA preferred
Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
Keep abreast of industry and academic research and identify new research ideas
Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process
Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies
Competencies for Success:
Ability to work independently and as part of a team
Strong financial statement analysis, valuation, and modeling skills
Bachelor's degree in finance, business, economics, math, or business administration
Bloomberg and or Factset proficiency
Microsoft office proficiency
Python, SQL and or programming proficiency a plus
Strong work ethic, high integrity and aligned with the company's core values
Strong communication and interpersonal skills
Exceptional quantitative, verbal, and written communication skills
Ability to adapt to and learn new technologies
$97k-143k yearly est. 60d+ ago
Revenue Analyst, Generation
NRG Energy, Inc. 4.9
Finance analyst job in Princeton, NJ
Welcome to the intersection of energy and home services. At NRG, we're all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers' lives easier-helping them power, protect, and intelligently manage their homes and businesses. To do this, we need creative and talented people to join our company.
We offer a dynamic work environment and a unified and inclusive culture. NRG fosters a strong sense of belonging that leads to better collaboration and business performance. Our company programs are designed to help employees develop the skills they need for success now and in the future. In everything we do, we aim to champion our employees and bring value to our customers, investors and society.
More information is available at ************ Connect with NRG on Facebook, Instagram, LinkedIn and X.
Job Summary:
Responsible for monitoring and validating ISO settlement data, interpreting ISO rules to ensure optimal collection of revenues, identifying inaccuracies, analysis of energy trading activities, and associated regulatory reports.
Essential Duties/Responsibilities:
* Responsible for all reconciliation, data entry, validation and responding to all ISO discrepancies for generation meter data on a daily/monthly basis.
* Responsible for reconciliation, analysis, and validation of ISO settlement statements.
* Work closely with the power trading desks, regulatory affairs personnel, and FERC legal counsel in reconciling internal and external financial settlement requests.
* Assist in creating and developing reports for the accounting team and various level of management.
* Consistently understand, analyze and review changes to ISO market rules.
* Using knowledge of market rules and pending changes, work closely with other regional accounting personnel to ensure that revenue recognition and expense recognition is accurately reflected in the financial accounts and in a timely manner.
* Responsible for organizing, validating and submitting EIA monthly/annual reports and FERC Electric Quarterly Reports (EQR), working with generation stations, legal counsel and support staff.
* Assist in creating and developing spreadsheets, data retrieval tools and macros for ISO settlements, EIA reporting, FERC EQR and generation optimization.
* Comply with Sarbanes Oxley Sec. 404 legislation as it relates to the work processes for Financial Reporting and Regional Accounting department
* Additional duties as assigned
Working Conditions:
* Open office environment.
* Some overtime required as special projects arise.
* Travel (add % of time or minimal, etc.)
Minimum Requirements:
* Bachelor's degree in finance, accounting, business, or related field of study.
* Advanced MS Excel modeling skills required.
Preferred Qualifications:
* Energy/ISO experience a plus but not required.
* Basic database use skills preferred.
Additional Knowledge, Skills and Abilities:
* Must be an initiative-taker, possess good planning, organization, and communication skills.
* Proficient in handling multiple concurrent projects and deadlines.
* Ability to respond to changing demands from multiple sources.
* Demonstrated analytical and problem-solving skills.
The base salary range for this position is: $54,880 - $90,600* *The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts.
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
EEO is the Law Poster (The poster can be found at ************************************************************************
Official description on file with Talent.
Nearest Major Market: New Jersey
$54.9k-90.6k yearly 15d ago
Financial Analyst
Customers Bank 4.7
Finance analyst job in Hamilton, NJ
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What You'll Do:
Customers Bank (“Bank”) has an immediate opening for a FinancialAnalyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons.
Responsibilities:
Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations.
Perform financial modeling of strategic and business inputs.
Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan.
Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis.
Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary.
Enhance controls and streamline processes, introducing automation and clarity throughout business line.
Review and identify inconsistencies and/or issues within the business unit's forecast and make the appropriate changes in the model and reports.
What Do You Need?
Bachelor's degree preferably in finance, mathematics or economics.
1-5 years of financial or business analyst experience.
Strong academic credentials.
Experience in banking desired, but not necessary.
Working hours for this role are expected to be approximately from 12:00pm - 8:00pm EST and are subject to change.
Experience supporting financial services industry a strong plus.
Familiarity of banking products and processes desired.
Ability to understand and analyze a financial institution balance sheet, income statement, and capital.
Strong analytical, financial modeling and problem-solving skills
Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
Willingness to embrace unstructured environments and manipulate large data sets.
Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
Strong attention to detail.
The ability to communicate clearly, both verbally and in writing, within the organization and externally.
Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
Strong interpersonal skills with the ability to work independently and as part of a team.
Technology Skills:
Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications.
Experience with FP&A systems (experience of Essbase and Workday a plus)
Experience with Power BI desired
Experience utilizing various AI platforms desired
Experience with Microsoft Access databases desired
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
$53k-64k yearly est. Auto-Apply 22d ago
Financial Analyst
Artech Information System 4.8
Finance analyst job in Philadelphia, PA
Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
• Knowledge of legal e-billing and finance processes and systems strongly preferred.
• Customer service oriented. Ability to build and maintain relationships with internal customers and third parties, including GSK Legal practice groups, client Finance, law firms, and other external providers of legal services to client Legal.
• Strong communication skills, including communicating and corresponding regarding financial and e-billing terms in a non-technical, business manner.
• Strong organizational skills and attention to detail with the ability to handle multiple tasks and priorities.
• Experience with Excel for ad-hoc reporting.
Additional Information
Prashant Sharma,
Recruitment Specialist
Artech Information Systems LLC
360 Mt. Kemble Avenue, 2000 Suite, Morristown, New Jersey 07960
Contact : ************
*******************************
$53k-75k yearly est. Easy Apply 60d+ ago
Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027
Bank of America Corporation 4.7
Finance analyst job in Pennington, NJ
Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office Bank of America: 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!
Merrill:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products, services and solutions for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description & Program Overview:
Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams.
Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office, Investment Solutions Group, and Merrill Home Office.
As part of the Merrill organization, the Chief Investment Office and Investment Solutions Groups strive to provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business (including Merrill and the Private Bank).
Through a highly integrated and effective Investment Process, they provide solutions across all product platforms and asset classes - multi-asset, equity, fixed income and alternative investments including structured products - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach.
Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention.
Our structured 10-week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout. Interns will be placed on a specific team within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office such as:
* Chief Investment Office
* Investment Strategy and Thought Leadership
* Asset Allocation
* Due Diligence
* Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset)
* Sustainable & Impact Investing
* Investment Solutions Group
* Alternative Investments
* Investment Products & Platforms
* Personal Retirement Product Management
* Wealth Management Specialists
* Merrill Home Office
* Merrill Chief Operating Office Organization
Qualifications:
Required
* Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2027 and August 2028
* Demonstrated record of achievement, such as extracurricular activities or leadership roles
* Finance knowledge
* Excellent verbal and written communication skills
* Analytical and critical thinking skills
* Ability to work effectively within a team
* Ability to think independently
* Ability to work collaboratively
* Strong time management skills and attention to detail
Desired
* 3.2 minimum GPA preferred
* Technical skills such as Excel and PowerPoint
* Major or minor of studies in a field of Quantitative Finance, Financial Engineering, or a related technical field that blends advanced quantitative methods with finance and economics is a plus
* Experience managing and analyzing large data sets using data science tools such as artificial intelligence and machine learning
* Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, R, or equivalent
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
$75k-103k yearly est. 5d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Finance analyst job in Philadelphia, PA
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$59k-82k yearly est. Auto-Apply 15d ago
Financial Analyst II
Apidel Technologies 4.1
Finance analyst job in Philadelphia, PA
Job Description
Prepares monthly network payments and accruals for. Applicant is also responsible for reconciling payments and accruals while also providing financial analysis, reporting, and general support for the Program Accounting Department. Preferably is able to manage time and workload independently.
Core Responsibilities:
Tracks and analyzes key financial metrics and operational procedures to foster process improvements. Drives operational efficiencies and cost savings.
Analyze, review, and modify large data sets using various database and querying solutions in order to be able to calculate payments and accruals, provide analytics and reporting for transactional products offered by .
Participates in the development and utilization of financial models and analysis. Helps to prepare budgets and forecasts as directed by Manager.
Evaluates financial risks and opportunities by creating and reviewing operational and financial metrics.
Assists with the preparation of weekly, monthly, and annual financial reports.
Researches variance to budget and forecast through detailed operational and financial metrics and explains results.
Prepare and reviews journal entries during month and year-end processes.
Consistent exercise of independent judgment and discretion in matters of significance.
Regular, consistent and punctual attendance. Must be able to work nights, weekends and variable schedules as necessary.
Prepare and distribute financial reports and analysis to support the monthly, quarterly and year-end financial close processes to ensure that financial statements are accurate and complete in all aspects.
Prepare and analyze monthly invoices and accruals to ensure accuracy to financial statements and subscriber reporting, which includes the research, resolution and communication of any potential issues or misstatements.
Assist in process improvement and standardization projects by identifying risk areas and recommendation for improvements.
Review audits presented by the networks, and develop a process to streamline the efforts in the research, analysis, and tracking in this area.
Perform various ad hoc projects including researching, analyzing and summarizing data/analysis requests as assigned.
Other duties and responsibilities as assigned.
Education Level:
Bachelors Degree or Equivalent Experience
Field of Study:
Accounting, Finance, MIS
Years Experience:
Generally requires 3-5 years related experience
Additional Requirements:
Experience in industry and/or public accounting or similar work environment.
Strong analytical skills
Ability to manage work with large data sets
Excellent communication skills, both written and verbal
Strong knowledge of Essbase and experience with Oracle
Strong knowledge of database tools (Teradata, SQL, Microsoft Visual Studio)
Strong knowledge of Microsoft Office Products (Excel, Word, and Outlook)
$48k-69k yearly est. 4d ago
Financial Analyst - get out of Public Accounting
Clark Davis Associates 4.4
Finance analyst job in Bridgewater, NJ
■Responsible for completing all closing, estimate and budgetary processes for various Corporate departments and related balance sheet accounts. Responsible for supporting these Corporate departments with regular monthly reporting and ad hoc financial requests and analysis.
■Provide financial and accounting guidance and support
■Reconcile, analyze, and prepare year-end audit support for various balance sheet accounts
■Perform variance analyses and prepare other ad hoc analyses as requested
Assist with special projects as needed
Qualifications
2-5 years
Public Accounting Experience preferred
Bachelor's Degree in Accounting or Finance
QualificationsQualifications
2-5 years Public Accounting Experience preferred
Bachelor's Degree in Accounting or Finance
$57k-73k yearly est. 60d+ ago
Revenue Cycle Analyst- Charges
Temple University Health System 4.2
Finance analyst job in Philadelphia, PA
Responsibilities include all aspects of Revenue Cycle system support including performance improvement, development, documentation, testing, training and upgrades. Assists management in examining processes to improve workflow. Education Bachelor's Degree Required or
Combination of relevant education and experience may be considered in lieu of degree Required
Experience
3 years experience in Patient Accounting or Patient Accounting related I.T. Required
General Experience with CPT coding and 3rd party billing requirements. Required
Licenses
Certified Outpatient Coder Preferred or
Certified Professional Coder Preferred '390376
$58k-72k yearly est. 60d+ ago
Equity Analyst
Clark Capital Management Group, Inc. 3.8
Finance analyst job in Philadelphia, PA
The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.
* At least three years of relevant experience, CFA preferred
* Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
* Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
* Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
* Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
* Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
* Keep abreast of industry and academic research and identify new research ideas
* Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process
* Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
* Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies
Competencies for Success:
* Ability to work independently and as part of a team
* Strong financial statement analysis, valuation, and modeling skills
* Bachelor's degree in finance, business, economics, math, or business administration
* Bloomberg and or Factset proficiency
* Microsoft office proficiency
* Python, SQL and or programming proficiency a plus
* Strong work ethic, high integrity and aligned with the company's core values
* Strong communication and interpersonal skills
* Exceptional quantitative, verbal, and written communication skills
* Ability to adapt to and learn new technologies
$97k-143k yearly est. 60d+ ago
Revenue Analyst, Generation
NRG Energy, Inc. 4.9
Finance analyst job in Princeton, NJ
Welcome to the intersection of energy and home services. At NRG, we're all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers' lives easier-helping them power, protect, and intelligently manage their homes and businesses. To do this, we need creative and talented people to join our company.
We offer a dynamic work environment and a unified and inclusive culture. NRG fosters a strong sense of belonging that leads to better collaboration and business performance. Our company programs are designed to help employees develop the skills they need for success now and in the future. In everything we do, we aim to champion our employees and bring value to our customers, investors and society.
More information is available at ************ Connect with NRG on Facebook, Instagram, LinkedIn and X.
**Job Summary:**
Responsible for monitoring and validating ISO settlement data, interpreting ISO rules to ensure optimal collection of revenues, identifying inaccuracies, analysis of energy trading activities, and associated regulatory reports.
**Essential Duties/Responsibilities:**
+ Responsible for all reconciliation, data entry, validation and responding to all ISO discrepancies for generation meter data on a daily/monthly basis.
+ Responsible for reconciliation, analysis, and validation of ISO settlement statements.
+ Work closely with the power trading desks, regulatory affairs personnel, and FERC legal counsel in reconciling internal and external financial settlement requests.
+ Assist in creating and developing reports for the accounting team and various level of management.
+ Consistently understand, analyze and review changes to ISO market rules.
+ Using knowledge of market rules and pending changes, work closely with other regional accounting personnel to ensure that revenue recognition and expense recognition is accurately reflected in the financial accounts and in a timely manner.
+ Responsible for organizing, validating and submitting EIA monthly/annual reports and FERC Electric Quarterly Reports (EQR), working with generation stations, legal counsel and support staff.
+ Assist in creating and developing spreadsheets, data retrieval tools and macros for ISO settlements, EIA reporting, FERC EQR and generation optimization.
+ Comply with Sarbanes Oxley Sec. 404 legislation as it relates to the work processes for Financial Reporting and Regional Accounting department
+ Additional duties as assigned
**Working Conditions:**
+ Open office environment.
+ Some overtime required as special projects arise.
+ Travel (add % of time or minimal, etc.)
**Minimum Requirements:**
+ Bachelor's degree in finance, accounting, business, or related field of study.
+ Advanced MS Excel modeling skills required.
**Preferred Qualifications:**
+ Energy/ISO experience a plus but not required.
+ Basic database use skills preferred.
**Additional Knowledge, Skills and Abilities:**
+ Must be an initiative-taker, possess good planning, organization, and communication skills.
+ Proficient in handling multiple concurrent projects and deadlines.
+ Ability to respond to changing demands from multiple sources.
+ Demonstrated analytical and problem-solving skills.
The base salary range for this position is: $54,880 - $90,600* *The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts.
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
EEO is the Law Poster (The poster can be found at ***************************************************************************
Official description on file with Talent.
$54.9k-90.6k yearly 60d+ ago
Financial Analyst
Customers Bank 4.7
Finance analyst job in Hamilton, NJ
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What You'll Do:
Customers Bank ("Bank") has an immediate opening for a FinancialAnalyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons.
Responsibilities:
* Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations.
* Perform financial modeling of strategic and business inputs.
* Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan.
* Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis.
* Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary.
* Enhance controls and streamline processes, introducing automation and clarity throughout business line.
* Review and identify inconsistencies and/or issues within the business unit's forecast and make the appropriate changes in the model and reports.
What Do You Need?
* Bachelor's degree preferably in finance, mathematics or economics.
* 1-5 years of financial or business analyst experience.
* Strong academic credentials.
* Experience in banking desired, but not necessary.
* Working hours for this role are expected to be approximately from 12:00pm - 8:00pm EST and are subject to change.
* Experience supporting financial services industry a strong plus.
* Familiarity of banking products and processes desired.
* Ability to understand and analyze a financial institution balance sheet, income statement, and capital.
* Strong analytical, financial modeling and problem-solving skills
* Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
* Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
* Willingness to embrace unstructured environments and manipulate large data sets.
* Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
* Strong attention to detail.
* The ability to communicate clearly, both verbally and in writing, within the organization and externally.
* Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
* Strong interpersonal skills with the ability to work independently and as part of a team.
Technology Skills:
* Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications.
* Experience with FP&A systems (experience of Essbase and Workday a plus)
* Experience with Power BI desired
* Experience utilizing various AI platforms desired
* Experience with Microsoft Access databases desired
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
$53k-64k yearly est. Auto-Apply 21d ago
Revenue Cycle Analyst- PB
Temple University Health System 4.2
Finance analyst job in Philadelphia, PA
Responsibilities include all aspects of Revenue Cycle system support including performance improvement, development, documentation, testing, training and upgrades. Assists management in examining processes to improve workflow. Education Bachelor's Degree Required or
Combination of relevant education and experience may be considered in lieu of degree Required
Experience
3 years experience in Patient Accounting or Patient Accounting related I.T. Required
General Experience with CPT coding and 3rd party billing requirements. Required
Licenses
Certified Outpatient Coder Preferred or
Certified Professional Coder Preferred '386816
How much does a finance analyst earn in Trenton, NJ?
The average finance analyst in Trenton, NJ earns between $48,000 and $113,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Trenton, NJ
$74,000
What are the biggest employers of Finance Analysts in Trenton, NJ?
The biggest employers of Finance Analysts in Trenton, NJ are: