Finance consultant jobs in State College, PA - 1,612 jobs

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

Primary Office Location:4220 William Penn Highway. Monroeville, Pennsylvania. 15146.Join our team. Make a difference - for us and for your future. Virtual Financial Advisor Business Unit:WM - FNIS Reports to:Director of Sales and Service Position Overview: The Virtual Financial Advisor (VFA) is responsible for transitioning clients with lower total invested assets from advisors' books of business to own rep code. The VFA will work to further develop the relationship by learning a client's individual financial needs and supplying appropriate investment products and services. This position is responsible for all functions of Investment Services for assigned accounts. The VFA should be client centric and enjoy developing mutually beneficial relationships with a wide variety of clients. Most client interaction will be virtual. Primary Responsibilities: Act as main contact in a sales and service capacity for phone assigned clients, ensuring a heightened level of customer service. Maintaining superior and courteous service to promote broker dealer relationship and expand wallet share within customer relationships. Collect and analyze information regarding the client risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the client needs and circumstances. Advise the client regarding the advantages, risks, and disadvantages of different investment opportunities. Execute book of business transactions. Prepare and complete paperwork as needed. Enter trades for clients. Prepare client illustrations, managed portfolios, reports, etc. for sales presentations and appointments. Operate within Broker Dealer Compliance guidelines. Maintain client files. Follow Broker Dealer standards to enter and keep client communication notes current in Broker Dealer operating platform and FNBIS CRM system. Develop and maintain deep product knowledge. Contact various product partners to obtain specific information regarding investments, annuity contracts and advisory accounts. Complete, process and perform appropriate follow up for all documentation required for new business and account servicing. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred Must be comfortable working in an online environment Demonstrated sales and client discovery process Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: FINRA Registration Series 7, 63 & 65 or Series 7 & 66 Life & Health Insurance License Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

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

ECHO Realty is seeking to hire a Senior Financial Analyst who will be responsible for conducting advanced financial and data analysis and developing predictive models to forecast business performance. This role supports quarterly portfolio statistics reporting, financial reporting and analysis, strategic planning, and regulatory reporting. Contributions you will make to the team: Models ECHO's core values (The ECHO Way) and exhibits exemplary leadership. Maintain underlying data necessary for developing property-level financial models in Argus and create 10-year Argus cash flows report at portfolio level. Prepare and Analyze portfolio stats, including Occupancy, Term to Maturity, Top Tenant, etc.; generate and analyze certain leasing statistics on Datex application. Complete quarterly Credit Facility Compliance report for syndicated lenders, ensuring the company adheres to all regulations. Complete quarterly variance analyses of net operating income and other financial metrics. Collaborate with leasing, lease administration, accounting and other teams when completing the above tasks. Assist with quarterly and annual reporting for investors using MRI and/or Datex. Completes ad hoc financial/statistical reports and analyses upon request. Requirements you'll need to be successful: Bachelor's degree from a 4-year college or university in Finance, Accounting, Real Estate, Business, or a related field 3-5 years of experience in financial analysis, preferably in real estate industry Strong proficiency in Excel Experience with Argus Enterprise/Argus Cloud and/or financial modeling preferred Experience with MRI accounting software preferred Experience with Spreadsheet Server preferred Excellent analytical and communication skills Ability to manage multiple priorities and meet deadlines Knowledge, Skills and Abilities: Detail-oriented with a strategic mindset Open-minded and eager to learn new tools and processes Proactive self-starter with strong initiative and a can-do attitude Collaborative team player who values diverse perspectives and works effectively across departments Ability to translate financial data into clear, actionable insights Strong sense of ownership and accountability in delivering high-quality work Our Culture : At ECHO, we've gone to great lengths to build a culture of empowerment and integrity. Our employees are encouraged to think differently and bring new ideas to every conversation. We believe success is built from the inside out, which is why we have always been intentional about fostering the culture at ECHO. It starts with hiring the right people for our team, and it continues throughout everything we do. This all-in mentality is the bedrock of our culture, which we affectionately refer to as The ECHO Way . Through effective communication, empowerment and leading by example, we hold ourselves to these principles in all that we do. Why ECHO? At ECHO, the vibe is perpetually welcoming-and business relationships are authentic, in large part because this self-professed team of straight shooters work hard every day to stay on top of market trends, listen to their clients' needs, bend when they need to and close deals that lead to long-term business success for everyone involved. We seek individuals who want to be part of our hard working, highly successful team.

Philadelphia, PA (On-site / Hybrid Office Space Available) Work Schedule: 9/80 (Every other Friday off) $175,000 - $200,000 + Paid relocation + Full premium benefits package. Must Be Clearance Eligible / No Sponsorship Responsibilities Strategic Financial Leadership: Act as a key partner to the General Manager with full P&L ownership of performance metrics, including orders, sales, operating income, and Free Cash Flow (FCF). Executive Communication: Develop and present business cases for investment initiatives and key financial metrics (JSP, AOP, and MFR) to executive leadership. Compliance & Governance: Ensure 100% compliance with ANSI/EIA-748 EVMS standards for projects with Government/DCMA reporting requirements. Team Development: Actively recruit, onboard, and mentor a team of program financial analysts. Establish clear performance goals and foster a culture of high employee engagement. Operational Excellence: Drive process improvements and define Key Performance Indicators (KPIs) to measure organizational success and continuous improvement. Proposal Collaboration: Partner with proposal teams to ensure future business is priced competitively while mitigating risks. Forecasting: Provide weekly analysis and status updates on key drivers affecting financial forecasts. Qualifications Education: Bachelor's degree in Finance, Accounting, or a related analytical field. Proven track record leading and developing a team of financial professionals. Deep expertise in Earned Value Management (EVM) ANSI/EIA-748 standards. Experience:* Minimum of 12 years of relevant experience (or 10 years with a Graduate Degree). Industry Knowledge: Substantial experience within the Defense/Aerospace industry program finance sector. Technical Skills: Advanced proficiency in Microsoft Office, specifically Excel and PowerPoint. Citizenship: US Citizenship is required. Must Be Clearance Eligible / No Sponsorship Preferred Skills Direct experience using SAP ERP systems. Advanced knowledge of ASC606 Revenue Recognition standards. Strong aptitude for problem-solving, resourcefulness, and multi-tasking under minimal supervision.

Preparation of various general ledger journal entries. Prepare monthly reconciliations for accounts receivable. Prepare monthly or quarterly reconciliations for various other balance sheet accounts. Completion of cash collection schedules for all business written. Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts. Assist in the calculation and reporting of liability treaty reinsurance amounts. Process Concur payments for various Reinsurers. Prepare Ad-hoc reports in excel as needed. Prepare other reconciliations as assigned. Providing additional support with special projects or Audit requests. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required. Minimum of one year experience in accounting/finance or related field. Strong verbal and written communication skills. Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness. Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously. Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).

Job Title: Behavioral Consultant ABA Employment Type: Part- time Salary: $39.00 per client hour About the Role We're hiring a Behavioral Consultant to join our Pennsylvania team, providing in-community behavioral health support to clients ages 2-21. As a Behavioral Consultant, you'll lead assessments, identify target behaviors, and collaborate with families, educators, and other service providers to develop and implement individualized treatment plans (ITPs). This is a direct care and supervisory role that requires strong clinical insight, excellent documentation skills, and a passion for empowering youth. Responsibilities Conduct behavioral assessments and observe clients to identify target behaviors Develop and monitor Individualized Treatment Plans (ITPs) with input from families and providers Implement ABA-aligned strategies and interventions prescribed by a licensed psychologist or psychiatrist Collaborate with families, educators, and interdisciplinary teams to support client progress Provide clinical oversight, documentation, and regular updates in line with treatment goals Required Qualifications Candidates must meet at least one of the following criteria: Licensed in Pennsylvania as a Behavior Specialist Certified as a BCBA or hold a graduate-level certification in behavior analysis Hold a graduate degree in Applied Behavior Analysis (ABA) Have a graduate degree in psychology, social work, education, or counseling, and either: One (1) year of full-time experience in mental health direct services with children/youth Completed a clinical or mental health practicum Ability to pass PA Criminal, Child Abuse, and FBI Clearances Licensure as LPC, LMFT, LCSW, LSW, Psychologist, Behavior Specialist, CRNP, or similar with scope to oversee ABA services Preferred Qualifications Leadership or supervisory experience in behavioral health Compensation & Benefits Full-time Employees: Paid vacation (increases with tenure) Separate sick leave that rolls over annually Up to 10 paid holidays Medical, dental, and vision insurance options DailyPay - access your earnings without waiting for payday Training, development, and CEUs for licensure All Employees: 401(k) Free licensure supervision Employee Assistance Program (EAP) Pet insurance Discounts on shopping, travel, entertainment & more Mileage reimbursement ( Benefits may vary by location ) Work Location In-community, Pennsylvania Johnstown Employment Type Part- time How to Apply If you're passionate about helping youth thrive through individualized behavioral support, click "Apply Now" to join our growing team. About Clarvida Clarvida is a trusted provider of behavioral health services, supporting communities across multiple states. We specialize in integrated, person-centered care and partner with families and local systems to deliver outcome-driven mental health services. Learn more: See other opportunities: Equal Opportunity Employer All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other protected characteristic. Fraud Alert Clarvida never charges fees to apply and does not conduct interviews via messaging apps. Official communication will come email addresses or verified Clarvida LinkedIn profiles.

About the company: NIIT is a leading Skills and Talent Development Corporation that is building a manpower pool for global industry requirements. The company, which was set up in 1981 to help the nascent IT industry overcome its human resource challenges, today ranks among the world's leading training companies owing to its vast, yet comprehensive array of talent development programs. With a footprint across 40 nations, NIIT offers training and development solutions to Individuals, Enterprises, and Institutions. Link for our website: *************************************************** Location: US Job Title - Training Consultant (Leadership Trainer) Job description: Mandatory Expectations and Preparedness Mandatory - Korn Ferry Organization Climate and Leadership Styles certification. This is for the Senior leadership learning program. These trainers need very experienced in conducting senior leadership programs and also need exposure in the Insurance sector. 5 Years in facilitating Management Development and Leadership Development programs Min 3 years of Training Delivery in the areas of Leadership/Behavioral Skills Extremely comfortable coaching facilitating with groups of business people Highly organized High degree of comfort with Word, Excel, PowerPoint, CRM Systems, Email and email management, normal web and internet functionality and use Required Certifications/ Credentials / knowledge. Certifications from Insights Discovery Facilitation Skills Proficient in the knowledge of Coaching, Delivery of Soft Skills and Train the Trainer Exemplary presentation and facilitation skills Exceptional interpersonal and communication skills Strong facilitation and coaching skills Able to build rapport and create a safe zone for the audience Able to steer the program towards intended objectives and provide feedback to the audience Relevant Experience Required First-hand experience of working in a corporate environment as a full time or part time employee First-hand experience of leading a team as a manager within an organized corporate set up Robust understanding of Management Development and Leadership Development NIIT is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Oracle ERP Financial Manager $122,503.00 - $157,830.00(Hybrid; Location: Washington, DC) The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of an Oracle ERP Financial Manager (ERP Business Analyst Manager). This position is located in the Office of the Chief Financial Officer (OCFO), Office of Financial Operations and Systems (OFOS), District Integrated Financial System (DIFS) Support Center. The incumbent is accountable for providing efficient and effective functional support for the ERP system. Duties include, but are not limited to: Serving as a primary resource in troubleshooting post-go-live production issues Designing and implementing methods to gather and document business requirements for implementing enhancement requests Leading fit-gap analysis Assisting with prototyping, system configuration, testing, and end user training Developing a system or process for reviewing internal and external data feeds into the Oracle ERP Cloud system Reconciling and validating the data feeds and identifying the causes of any differences noted Planning, designing and implementing policies and procedures for quarterly updates and patches for Oracle ERP Cloud Developing a detailed workplan for testing Oracle ERP Cloud functionalities, issuing fixes and enhancements in the system after updates/patches have been made Responding to requests for information and providing feedback on efforts that affect the Support Center's daily operations and activities Managing the performance of the ERP Business Analysts and Subject Matter Experts Performing other related duties as assigned Minimum Qualifications: Six (6) years of progressive work experience performing related duties and responsibilities such as: evaluating ERP systems and providing end user support to improve effectiveness; evaluating and identifying business requirements; designing and developing solutions; leading business teams to implement system enhancements and resolve issues; and providing project management oversight. Experience utilizing Oracle Cloud Enterprise Resource Planning (ERP) and Oracle Cloud Enterprise Performance Management (EPM) is required. Excellent oral and written communications skills are required. Incumbent must have at least one (1) year of work experience supervising or providing direction and guidance to lower-level staff. For initial review, please submit your resume to the Office of the Chief Financial Officer, Human Resources Division, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024. The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance. The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER

Primary Office Location:117 South Allen Street. State College, Pennsylvania. 16801.Join our team. Make a difference - for us and for your future. Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth Management Position Overview: This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual will lead and deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client. Among the areas the individual will focus will be: Personal Wealth Management with a focus on HNW clientele. Institutional Wealth Management Retirement Plan Services - to include 401k and Pension plans Primary Responsibilities: Promotes the Wealth Management (WM) Model internally to internal business partners to develop organic sales opportunities. Works with internal bank and external network to develop leads for WM. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies needs and presents solutions. Drives revenue to FNTC and FNBIA. Prepares all associated and required documentation in conjunction with sales of investment services and products in a manner compliant with company and regulatory oversight. Manages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle. Prepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Keeps current on all products and services offered through the WM area, demonstrates an in-depth knowledge of these products and services and is able to position and differentiate the corporation from industry competitors. Continually recognizes the responsibility to promote FNTC products, services and image by being involved in community development and by participating and attending local community events. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: CTFA or CFP designation preferred Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks. At least three years of relevant experience, CFA preferred Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction Keep abreast of industry and academic research and identify new research ideas Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies Competencies for Success: Ability to work independently and as part of a team Strong financial statement analysis, valuation, and modeling skills Bachelor's degree in finance, business, economics, math, or business administration Bloomberg and or Factset proficiency Microsoft office proficiency Python, SQL and or programming proficiency a plus Strong work ethic, high integrity and aligned with the company's core values Strong communication and interpersonal skills Exceptional quantitative, verbal, and written communication skills Ability to adapt to and learn new technologies

The Investment Data Senior Analyst will play a critical role in advancing Venerable's investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable's Risk department. Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office. Please note that this position is not eligible for visa sponsorship or visa transfers at this time. Primary Responsibilities: Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency. Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives. Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows. Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency. Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making. Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders. Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives. Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization. The candidate must possess the following skills and experiences: Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field. 5+ years of experience in financial services, including direct experience with investment data management and solution design. Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk. Proficiency in SQL, with a strong preference for experience working with large datasets and database design. Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT). Experience with data transmission, loading, reconciliation, reporting, and downstream integration. Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools. Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics. Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail. Ability to work independently and collaboratively in a cross-functional, fast-paced environment. Ability to manage competing priorities and meet deadlines. Preferred skills and Qualifications: Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS). Experience with data visualization and reporting tools, particularly Power BI. Programming experience in Python, R, or similar languages. Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater. Strong communication and interpersonal skills to engage effectively with internal teams and external partners. Experience with Agile methodologies and tools. CFA designation or progress toward it. #LI-MB1 Venerable Values: Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community. Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.

We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.

* Bachelor's degree required; MBA preferred * CFA preferred * Minimum of 1 years of investment, fixed income or equity valuation analysis experience required, 3 years' experience preferred; investment grade and/or high yield preferred * In depth knowledge of assigned product area and broad knowledge of the financial industry required. * Solid accounting and finance experience required * Proficiency with Excel, Word and Bloomberg required MAJOR DUTIES: This position performs in-depth research and analysis for assigned investment sector in support of strategies and policy guidelines. * Conduct on-going independent, in-depth, and complex corporate credit analysis to provide quality recommendations for asset allocations. * Create and maintain detailed issuer financial models and quantitative decision-making models. * Provide buy, sell, and hold recommendations. * Develop and maintain working rapport with external analysts and other industry sources. * Participate in public presentations and internal teach-ins as required. * Maintain on-going and frequent communications with the traders. * Perform other related duties as assigned. HOURS/LOCATION: * 8:30 a.m. - 5:00 p.m. (Overtime as required) * Federated Hermes Tower / hybrid work environment - Twenty-sixth floor EXPLANATORY COMMENTS: * Excellent interpersonal and communication skills with ability to work in a team environment * Solid work ethic with superior analytical skills and the ability to multitask * Seasoned and proven judgment in the field of securities analysis * Travel may be required on occasion

Cash Analyst perform different functions in ensuring proper and accurate reconciliation of an organization's actual bank balance with cash amounts in the ledger. Responsibilities: * Reconciling bank statements to ensure accuracy and compliance with finical regulations. * Reconcile cash and credit cards, etc. for ten (10) stores on a weekly basis utilizing large excel files. * Investigating variances and discrepancies in financial data. * Prepare detailed reconciliation reports timely and accurately. * Record Manual Checks, ACH payments and Wire transactions timely. * Performing month-end close activities * Tracking and collections of NSF Checks * Credit Card Charge Back submission and tracking. * Back up to Accounts Payable * Fixed Asset Tracking and Reconciliation Qualifications * Strong analytical capabilities - Ability to multi-task and meet tight deadlines. * Working knowledge of financial system Oracle would be an advantage. * Ability to work autonomously and as a team player. * Advanced knowledge of excel, able to work with large excel files to reconcile cash with various formulas. * High Attention to detail while working with large quantities of data. * Strong understanding of accounting principles, bank reconciliation, and financial reporting. * Strong organizational and time-management abilities. Education & Experience Requirements * Bachelor's degree in Accounting, Finance, or a related field preferred. * 2-5 years of experience in bank reconciliation or accounting roles. * Experience in corporate, banking, or treasury environments is a plus.

Financial Advisor is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances. The Financial Advisor will also discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status. Essential Functions * Develop new business on the financial services platform * Retain existing business * Initiate contacts for developing and closing new business * Conduct securities buying and selling * Develop and meet with prospects to explain Northwest's investment services * Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status * Maintain an ongoing relationship with existing customers to retain and develop business * Develop a high community profile * Utilize Northwest office network for referrals and prospects * Ensure mailing lists are maintained and participating in marketing initiatives and campaigns * Conduct educational meetings as required * Communicate on the development of new business accounts * Administer certain client accounts as required * Assist with setting personal goals and targets * Meet and/or exceed annual production guidelines * Cultivate potential referrals from existing clients, Retail Offices, Northwest's departments and centers of influence in the community * Complete financial profiles and accurately analyze customer needs and prepare proposals * Recommend products and services accordingly, taking into account all available alternatives * Perform presentations, meetings, and seminars with prospects * Finalize new agreements and all supporting new account documentation with customers * Cross-sell other Northwest products and services * Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis * Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives) * Provide required reporting on a timely basis * Monitor client accounts on an ongoing basis * Review customer account transactions daily * Coordinate customer documentation and agreements * Schedule client meetings on a periodic basis * Conduct regular investment/relationship reviews as required to retail client relationship, and securities buying and selling as directed by client (licensed representatives) * Complete timely buying and selling (licensed representatives) * Oversee/schedule client distributions / bill payments * Review financial / investment markets daily * Ensure total document and data integrity * Develop a high community profile * Initiate and author client correspondence * Assure accurate information passed to Operations * Oversee system coding on individual accounts * Adhere to stated fee schedules * Minimize nonstandard fee schedules Additional Essential Functions Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Additional Responsibilities * Assist with setting personal goals and targets * Recommend improvements to sales and procedures * Recommend new marketing initiatives / potential new business opportunities * Recommend additions to product and services offerings * Complete special projects as they are assigned Safety and Health for Supervisors without Direct Reports * Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program * Consistently and fairly enforce safe work practices * Ensure that each employee knows what to do in the event of an emergency 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. Preferred Education Bachelor's Degree in Finance /Related Degree Preferred Work Experience 6 - 8 years relevant experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Employee Benefits Licenses and Certifications Series 7 Life/Accident/Health Series 63 Series 65 or Series 66 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Minitab is looking for a Finance Intern to join our MINIterns team in the summer 2026. We want students who are interested in solving our customers real world problems in a fast-growing solutions analytics software company. You will find yourself immersed in a collaborative team of global top-notch professionals who want to see you succeed. This is an on-site position at our State College, Headquarters. Candidates Should expect the following: A structured intern program offering social activities and networking opportunities with other interns as well as Minitab colleagues including our CEO. Ever taken a tour of Beaver Stadium? Movie night or pool party with your intern colleagues sound like fun? How about a meet up at our state of the art on site gym? Lunch with the CEO? Substantive projects that make an impact to Minitab's business and customers. A professional and highly welcoming working environment where you will take away key skills and experience. POSITION SUMMARY Perform various accounting and clerical functions in support of the Finance Department. ESSENTIAL DUTIES AND RESPONSIBILITIES Prepare account analysis, reports and/or schedules. Review Sales Tax Exemption Certificates. Annual preparation and disposal of Fixed Assets. Assist with Concur - training guides, videos, etc. Enter Accounts Payable vouchers into the financial accounting system. Assist with Annual Audit preparation. EDUCATION, KNOWLEDGE, AND EXPERIENCE High School Diploma or its equivalent. • Completion of college-level, introductory accounting and/or finance courses. • Basic knowledge of the following software: Microsoft Excel, Word and Outlook. QUALIFICATIONS, SKILLS, AND ABILITIES Reliable and responsible. • Highly organized, motivated and detail oriented. • Solid communication and problem solving skills. • Ability to speak, read, write and understand the English language. MUST be available to work onsite at our Minitab Corporate Headquarters in State College, PA. Remote work is not an option for this position. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. This position is ineligible for visa sponsorship. To be considered for this role, you must be legally authorized to work in the United States and not require sponsorship for employment now or in the future. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Founded over 35 years ago, First Quality is a family-owned company that has grown from a small business in McElhattan, Pennsylvania into a group of companies, employing over 5,000 team members, while maintaining our family values and entrepreneurial spirit. With corporate offices in New York and Pennsylvania and 8 manufacturing campuses across the U.S. and Canada, the companies within the First Quality group produce high-quality personal care and household products for large retailers and healthcare organizations. Our personal care and household product portfolio includes baby diapers, wipes, feminine pads, paper towels, bath tissue, adult incontinence products, laundry detergents, fabric finishers, and dishwash solutions. In addition, we manufacture certain raw materials and components used in the manufacturing of these products, including flexible print and packaging solutions. Guided by our values of humility, unity, and integrity, we leverage advanced technology and innovation to drive growth and create new opportunities. At First Quality, you'll find a collaborative environment focused on continuous learning, professional development, and our mission to Make Things Better . We are seeking a Senior Finance Analyst for our First Quality Consumer Products Company located in McElhattan, PA. This position will be responsible for transactional and analytical support for general accounting and financial reporting processes, reconciling balance sheet accounts, and accounting/financial projects as assigned. Primary Responsibilities: Responsible for supporting monthly close activities, including creation and entry of all general ledger journal entries and timely drafting of financial statements and related schedules. Responsible for balance sheet reconciliations. Responsible for the preparation, coordination and documentation of financial analysis projects such as financial and expense performance, rate of return, depreciation, and working capital. Participates in intercompany initiatives to enhance financial reporting, strengthen standardization of financial processes, and enhance policy documentation and internal controls. Provides analysis for forward-looking financial and business-related projects. Prepares budgets/forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Provide financial support and analytics to a wide range of individuals and departments throughout the organization. May assume a team lead role in a work group. A specialist on complex technical and business matters. Complete financial month-end close and tax deadlines in a timely manner. The ideal candidate should possess the following: Requires a bachelor's degree in accounting or finance. Typically requires 3 years of related experience. MBA, CPA, and/or CMA preferred, but not required. Proficient in Microsoft Office applications, primarily Excel Experience in ERP systems such as SAP Knowledge of US GAAP basic principles and elements of internal controls Understanding of manufacturing accounting environment Financial Analysis/Financial Forecasting/Budgeting Experience working independently and leading complex projects What We Offer You We believe that by continuously improving the quality of our benefits, we can help to raise the quality of life for our team members and their families. At First Quality you will receive: Competitive base salary and bonus opportunities Paid time off (three-week minimum) Medical, dental and vision starting day one 401(k) with employer match Paid parental leave Child and family care assistance (dependent care FSA with employer match up to $2500) Bundle of joy benefit (year's worth of free diapers to all team members with a new baby) Tuition assistance Wellness program with savings of up to $4,000 per year on insurance premiums ...and more! First Quality is committed to protecting information under the care of First Quality Enterprises commensurate with leading industry standards and applicable regulations. As such, First Quality provides at least annual training regarding data privacy and security to employees who, as a result of their role specifications, may come in to contact with sensitive data. First Quality is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, sexual orientation, gender identification, or protected Veteran status. First Quality is committed to protecting information under the care of First Quality Enterprises commensurate with leading industry standards and applicable regulations. As such, First Quality provides at least annual training regarding data privacy and security to employees who, as a result of their role specifications, may come in to contact with sensitive data. First Quality is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, sexual orientation, gender identification, or protected Veteran status.