Finance director jobs in Pennsylvania - 1,800 jobs
CFO (Associate General Secretary (AGS) Finance)
American Friends Service Committee 4.1
Finance director job in Philadelphia, PA
The American Friends Service Committee is a Quaker religious organization that promotes lasting peace with justice, as a practical expression of faith in action. Drawing on continuing spiritual insights and working with people of many backgrounds, we nurture the seeds of change and respect for human life that transform social relations and systems.
Join Our Team! Make A Difference.
POSITION DESCRIPTION
TITLE: CFO (Associate General Secretary (AGS) Finance)
JOB CATEGORY: Exempt (Salary)
STATUS: Full-Time
TYPE OF EMPLOYMENT: Regular
DIRECT SUPERVISOR: General Secretary
REGION/UNIT: Senior Leadership Team Member / Central Office
LOCATION: Philadelphia, PA preferred considering candidates in NY/PHL/DC areas and
must regularly commute to Philadelphia area.
APPLICATION DEADLINE: Applications will be reviewed on a rolling basis
GENERAL SUMMARY OF POSITION
The CFO (AGS Finance) is responsible to lead the development and implementation of the financial strategy, policy and direction of the American Friends Service Committee (AFSC) in partnership with the General Secretary and senior leadership ensuring the organization's overall financial health and sustainability. Work closely with the Associate General Secretary for Advancement to manage, account for, and project income from gifts, grants, endowments and other sources. As a member of the Senior Leadership Team, manage the organization's financial and accounting processes including budgeting, financial reporting, investments, and risk management. Oversee an efficient and effective Finance Department that is properly resourced and managed to carry out its duties. In collaboration with the Director of Human Resources, assist with payroll and long-range planning for health and retirement benefits as well as financial budgets, impacts and overall costs of labor negotiations. Oversee all fiscal and fiduciary responsibilities and policies, in conjunction with the General Secretary, Board of Directors, the treasurer and relevant committees of the board.
ESSENTIAL FUNCTIONS / RESPONSIBILITIES AND ACCOUNTABILITIES
Strategy
Manage AFSC's fiscal resources and long-term budgetary planning to maximize the financial health and sustainability of the organization in alignment with the strategic plan.
Assess organizational performance against both the annual budget and AFSC's long-term strategy providing regular reports to senior management, the treasurer, and the board of directors.
Develop forecasts, analyses, systems, and tools to provide critical financial and operational information to senior management and collaboration with staff across all regions and programs.
Engage the Stewardship Committee, Audit Committee, Retirement Subcommittee and Investment Subcommittee around issues, trends, and changes in the internal and external environment. Assist in establishing yearly objectives and meeting agendas and selecting and engaging outside consultants such as auditors and investment advisors.
Conduct orientation and training in financial operations for members of the board, appropriate board committees and across the organization to build leadership development and understanding of Finance processes and Financial Sustainability.
Financial and Operations Management
Oversee all accounts, ledgers, budgeting and reporting systems, ensuring compliance with appropriate Generally Accepted Accounting Principles (GAAP), regulatory requirements, and grant audit requirements.
Maintain internal control safeguards and coordinate all audit activities while ensuring adherence to timely meeting timelines.
Oversee budgeting and the implementation of budgets to monitor progress and provide user-focused financial reports both internally and externally.
Maintain procedures, training, and support to ensure consistent financial and accounting practices in all AFSC offices.
Provide oversight, training and support for staff working on the production of budgets and reports for foundations and institutional funders, monitoring expenses, and overall financial compliance for grants.
Manage AFSC's U.S. and International financial compliance procedures and assess potential risk by developing and monitoring appropriate grant requirements and overall financial compliance standards and procedures.
Partner with the Director of Information Technology (IT) to maintain specialized finance IT ERP systems that meet the needs of the organization.
Partner with the Development Department to provide periodic analytic reports and forecasting tools that enhance fundraising. Continuously align fundraising plans and projections with budgeting and fiscal management.
Partner with the Human Resources Department to select and analyze health, retirement, labor relations and other fringe benefits, and ensure smooth, accurate and timely allocation of payrolls.
Oversee AFSC's relationship with all banks and financial institutions. Manage cash flow, lines of credit, and corporate credit cards for staff.
Monitor financial status using sound forecasts; analyzing budgeted vs. actual variances; keeping a tab of restricted and unrestricted funding sources; and recommending improvements.
Monitor and report on the financial status of AFSC's retirement programs.
Monitor the performance of AFSC's investments, managing according to Quaker principles and employing socially responsible criteria in compliance with established board policies.
Regularly review and recommend any needed changes to financial policies and procedures.
Maintain and regularly update the general Accounting Manual and issue new staff directives to enhance systems and controls, as required.
Team Management and Other Duties
Manage, mentor, and develop the staff of the Finance Department, managing work allocation, training, problem resolution, customer-focused service, performance evaluation, and the building of an effective team dynamic.
Responsible for the staffing, recruitment, and professional development of the Finance Department staff.
Support, and when appropriate guide, cross-unit teams addressing organizational issues or processes of which finance is a part. Maintain working relationships with the financial managements of other faith-based NGOs with which AFSC may occasionally partner.
Attend meetings of the Senior Leadership Team, and other staff and governance groupings as needed, including some evening and weekend meetings, travel, and consultation outside office hours.
Carry out administrative, analytical, and other assignments as requested by the General Secretary and/or the Deputy General Secretary.
Regular attendance and punctuality are required.
Operates safely in all conditions and follows policies and procedures.
Other duties and projects as assigned.
SUPERVISORY / MANAGEMENT REQUIREMENTS
Directly and indirectly supervises Finance Department employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training and engaging employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems.
MINIMUM EXPERIENCE AND QUALIFICATIONS
MBA in Finance, Accounting, Business, other related field or equivalent management experiences required. CPA strongly preferred.
At least 10 years of broad finance, management and leadership experience , including accounting, budgeting, and analysis of financial information at a senior level required. Priority candidate with NGO or non-profit sector experience preferred. Demonstrated experience in managing the finance function (accounting, budgeting, control, and reporting) within a diverse, organization operating in multiple global locations.
Experience managing large complex budgets.
Experience and proficiency in contemporary technologies and financial management systems, including IT/ERP software.
Proactive leadership and managerial skills, including good judgment, integrity, resilience, and an ability to work collaboratively and build engagement, relationships and trust.
Strong analytical skills and experience interpreting a strategic vision into an operational model.
Excellent communications skills, including ability to listen well.
Experience working within a complex organizational structure, with committees, with consultative processes, and within a formal framework of shared decision-making. Ability to work evenings and/or weekends and to travel, as
Ability to work effectively independently and within a team environment.
Experience and strong proficiency with standard Microsoft Office and related technology.
Must be capable of working under tight time constraints in a high-volume environment with multiple priorities.
Understanding of and commitment to the principles, concerns, and considerations, of AFSC in regard to issues of race, class, nationality, religion, age, gender and sexual orientation, and disabilities. Demonstrated ability to work and communicate with diverse staff.
Commitment to Quaker values and testimonies. Understanding of and compatibility with the principles and philosophy of the American Friends Service Committee including non-violence and the belief in the intrinsic worth of every individual.
Respect for and sensitivity to cultural, ethnic, racial, gender and religious diversity and familiarity with non-violent approaches to problem solving.
Ability to organize, plan ahead and prioritize multiple tasks and meet deadlines.
Understanding of and commitment to the faith-based principles, concerns, and considerations of AFSC in regard to issues of race, class, nationality, religion, age, gender and sexual orientation, and disabilities.
PHYSICAL DEMANDS
The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPENSATION
The AFSC offers a competitive Total Rewards package. This position is Salary Family: Associate General Secretary Salary Family Range $150,000 - $200,000. Comprehensive medical, dental and hospitalization plans; term life, STD & LTD, defined benefit pension plan, 403b match, plus other benefits including vacation, PTO, sabbaticals, extended leaves, holiday's, participation in unemployment and worker's compensation and social security.
The American Friends Service Committee is an Equal Opportunity Employer that values diversity within our organization. Qualified persons are encouraged to apply regardless of their religious affiliation, race, age, sex, gender identity, sexual orientation or disability.
AFSC's Central Office and some of its offices in the U.S. are unionized workplaces. This position is not represented.
AFSC maintains a deep commitment to a mandate of care for our staff and communities. The American Friends Service Committee is a smoke-free workplace.
$150k-200k yearly 1d ago
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PEPI: Senior Director, CFO Services (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal 4.8
Finance director job in Philadelphia, PA
PEPI - CFO Services - Senior Director
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.
CFO Services Provides the following pillar of services:
Liquidity & Working Capital Optimization
Strategic Analytics & Planning
Performance Measurement & Management
Business Transformation
Auxiliary Services: Accounting Remediation
PROFESSIONAL EXPECTATIONS:
Hypothesis / Scope Development
Connect with Private Equity and client's Executive team to facilitate information gathering and ensure all relevant data are considered and pursued
Assess critical issues given the organizational challenges and identify a path forward for the client
Challenge analyses and conclusions to ensure they are complete, accurate, fact-based, and reflective of the situation
Identify holes in analyses that lead to a disconnect between solution recommendation and results
Apply industry and functional knowledge identify business drivers and issues
Ability to understand the sources and drivers of value creation within the industry and company
Project Management and Implementation
Develop complex business improvement plans and lead all projects independently
Deliver on Private Equity focused initiatives (Interim Management Roles, Liquidity Management, Business Transformation, Performance Improvement, and Accounting Remediation)
Proactively manage client's expectations, risk management; maintain and develop client relationships for long term opportunities
Convince senior management and board members key business focus, obtain buy in of implementation plans
Anticipates risks and obstacles, and be vigilant and diligent about reassessing issues and risks as plans and approach change
Identify finance and accounting weakness in the organization and provide remediation going forward
Leadership
Apply industry expertise pragmatically to engage in developing and delivering creative solutions
Take accountability for both client relationship management and team deliverables
Drive client and team to a sense of urgency relative to critical issues
Assign appropriate resources, removes barriers, and monitor project outcomes
Financial Acumen
* Experience in the role of CFO with a track record of driving and delivering value to the business
* Experience in the role of Controllership, Finance and Accounting Advisory Services
ACCREDIDATION /EXPERIENCE:
Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
Prior experience as CFO in Private Equity Backed Portfolio Companies preferred
Possess a track record of successfully delivering complex projects, lead holistic performance improvement projects
Complete proficiency in understanding financial models, data analytics, and presentation skills
CPA, CFA, MBA, or Master's Degree Preferred but not Required\
#LI-LS1
The salary range is $175,000-$275,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$175k-275k yearly 1d ago
Fractional Chief Financial Officer
Focuscfo 3.8
Finance director job in Lancaster, PA
📈 Help SMBs in South Central Pennsylvania Thrive, Not Just Survive 📈
FocusCFO has been steadily growing in York & Lancaster, and we're looking for more experienced financial executives to partner with small businesses, helping them climb toward clarity, control, and long-term value. Put your expertise to work where it matters most, while taking full control of your schedule!
Are you passionate about staying engaged in your community and helping others with your 20+ years of financial and operational experience, with significant CFO-level Experience?
Do you enjoy working closely with small/mid-size business owners, helping to figure out the future of their company?
Does the idea of joining a purpose-driven and collaborative group excite you?
Have you been curious about the intricacies of other industries?
Do you find yourself constantly telling family and friends about new books or podcasts you've discovered?
If you found yourself answering 'YES!' to two or more of the above questions, please apply!
How we operate:
· These are not W-2 positions, CFOs are paid based on actual services provided to clients.
· We operate using a License Agreement, where an upfront investment is required to join the FocusCFO team. This helps evidence your commitment to the FocusCFO culture/operating model, and provides you access to our best-in-class training, resource center, ongoing best practices sessions, and companywide resources.
If you can see yourself being successful as a part of the FocusCFO team in the South Central Pennsylvania area, please visit our website at ***************** You may submit your resume via the website, you may submit below, or you may send your resume directly to ***********************.
$121k-213k yearly est. 3d ago
Finance Manager
Jwilliams Staffing 4.0
Finance director job in West Chester, PA
Our client is a real estate management, investing and services company - sets the gold standard as a premier brand in its industry through magical customer service, efficient systems, innovative practices and strategic thinking.
The Finance Manager succeeds by providing day-to-day analysis to accurately report financials to the Leadership Team and Investors. Leadership and effective communication skills are essential to support the company to create financial reports, direct investment activities, and develop strategic financial goals for the organization.
Selected Day-to-Day Activities
1. Financial Reporting - Includes Day-To-Day financial operations for all company transactions and business, final review of leadership reports before handoff. Provide assistance for each business to maximize profit and financial reporting and performance
2. Compliance - Responsible for the compliance of all accounting policies, procedures and regulatory requirements.
3. Perform financial analysis - Manage and communicate financial status and maintain accurate forecasts for all areas of the business. Manage scorecards and performance metrics to support decision making across all divisions.
4. Budgeting and Cost Control
a. Partner with division leaders to create and manage budgets.
b. Track financial performance against budgets and provide variance analysis for each division.
c. Identify and recommend cost-saving opportunities across the divisions.
5. Team leadership - Provide oversight, performance feedback and development for the accounting team.
6. Align divisional financial plans with organizational goals and priorities.
7. Investments
a. Forecast cash needs and plan for future funding requirements.
b. Monitor short-term borrowing or investing as required.
c. Proper recording of private money loans, mortgages, payoffs, refinance
Minimum Requirements
● Bachelor's degree in Finance or Accounting
● 5-8 years of experience in accounting and/or financial analysis.
● Proficiency with QuickBooks and Microsoft Office Products - Excel, Word, Powerpoint
● Competency in AppFolio
● Excellent and proven business judgment, analytical and decision-making skills
● Proven knowledge in financial analysis and strategy
● Excellent leadership skills, verbal and written communication skills. Presentation skills necessary
● Motivate HUB team and organization to achieve goals and results
● Empower team members
$77k-102k yearly est. 2d ago
Chief Financial Officer - Collegiate Hospitality
Aramark Corporation 4.3
Finance director job in Philadelphia, PA
Strategic Partnership & Planningo Lead and support the strategic planning process in collaboration with corporate, functional, and business unit leaders.o Serve as a trusted advisor to the President and leadership team, providing insights that drive Chief Financial Officer, Hospitality, Financial, Leadership, Officer, Hospital, Business Services
$121k-202k yearly est. 1d ago
Senior Financial Analyst
Echo Realty
Finance director job in Pittsburgh, PA
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.
$69k-94k yearly est. 5d ago
Oracle ERP Financial Manager
Office of The Chief Financial Officer
Finance director job in Philadelphia, PA
Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Oracle ERP Financial Manager $122,503.00 - $157,830.00(Hybrid; Location: Washington, DC) The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of an Oracle ERP Financial Manager (ERP Business Analyst Manager). This position is located in the Office of the Chief Financial Officer (OCFO), Office of Financial Operations and Systems (OFOS), District Integrated Financial System (DIFS) Support Center. The incumbent is accountable for providing efficient and effective functional support for the ERP system.
Duties include, but are not limited to:
Serving as a primary resource in troubleshooting post-go-live production issues
Designing and implementing methods to gather and document business requirements for implementing enhancement requests
Leading fit-gap analysis
Assisting with prototyping, system configuration, testing, and end user training
Developing a system or process for reviewing internal and external data feeds into the Oracle ERP Cloud system
Reconciling and validating the data feeds and identifying the causes of any differences noted
Planning, designing and implementing policies and procedures for quarterly updates and patches for Oracle ERP Cloud
Developing a detailed workplan for testing Oracle ERP Cloud functionalities, issuing fixes and enhancements in the system after updates/patches have been made
Responding to requests for information and providing feedback on efforts that affect the Support Center's daily operations and activities
Managing the performance of the ERP Business Analysts and Subject Matter Experts
Performing other related duties as assigned
Minimum Qualifications: Six (6) years of progressive work experience performing related duties and responsibilities such as: evaluating ERP systems and providing end user support to improve effectiveness; evaluating and identifying business requirements; designing and developing solutions; leading business teams to implement system enhancements and resolve issues; and providing project management oversight. Experience utilizing Oracle Cloud Enterprise Resource Planning (ERP) and Oracle Cloud Enterprise Performance Management (EPM) is required. Excellent oral and written communications skills are required. Incumbent must have at least one (1) year of work experience supervising or providing direction and guidance to lower-level staff.
For initial review, please submit your resume to the Office of the Chief Financial Officer, Human Resources Division, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024.
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
$122.5k-157.8k yearly 2d ago
Manager Treasury & Finance
Heritage Valley Health System 4.3
Finance director job in Kennedy, PA
Department: Finance
Work Hours: Full Time. Monday - Friday, primarily daylight. Occasional off hours support as needed.
Basic Function: Responsible for the daily management and oversight of Finance Department activities, with primary responsibility for the treasury function of the Health System. This role manages system liquidity, cash flow forecasting, investments, debt-related activity, and financial client relationships while supporting financial reporting, budgeting, and strategic financial planning. Ensures the safeguarding of assets, compliance with applicable regulations, and the effective deployment of financial resources across the organization.
Qualifications:
Required:
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum 3-5 years of progressive experience in treasury, accounting, or finance, preferably within a healthcare or complex, multi-entity environment.
• Demonstrated experience in cash management, cash flow forecasting, and balance sheet analysis.
• Working knowledge of investment management principles, debt monitoring, and banking relationships.
• Proficiency with financial systems, spreadsheets, and reporting tools.
• Strong analytical, problem-solving, and organizational skills with attention to detail.
• Effective written and verbal communication skills, including the ability to prepare clear financial narratives for leadership and boards.
• At least 1 year of supervisory or team lead experience, including oversight of daily work activities and staff development.
Preferred:
• Master's degree in Business Administration (MBA), Finance, or Accounting.
• Prior experience in a hospital or health system treasury or finance department.
• Familiarity with healthcare reimbursement environments, foundations, or not-for-profit financial reporting.
• Experience working with investment advisors, banks, auditors, or bond trustees.
• Knowledge of internal controls and best practices related to treasury operations.
$81k-108k yearly est. 3d ago
Line of Business Finance Leader
First National Bank of Pennsylvania 4.5
Finance director job in Pittsburgh, PA
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.
This role requires deep expertise in mortgage accounting and finance, including a thorough understanding of the mortgage origination process and its impact on financial performance. Preference will be given to candidates who are familiar with fair market value accounting and hedge accounting, with the ability to assess and manage interest rate risk and valuation impacts. Experience partnering with mortgage operations, risk, and treasury teams is highly preferred, as is the ability to translate complex financial concepts into actionable insights for senior leadership.
Position Title: Line of Business Finance Leader
Business Unit: Finance
Reports to: Varies by Assignment
Position Overview:
This position is primarily responsible for managing a team that plans and executes all planning and forecasting activities for a line of business, (including the annual plan, and quarterly LOB forecasts). This position also prepares a variety of LOB management reports, researches and clarifies results with Finance and business teams, assists in the preparation of forecasts and plans, and performs a variety of special projects. The position may or may not provide certain accounting prices support as well. The incumbent should provide the highest quality of service to every customer.
Primary Responsibilities:
Plans and manages the execution of the LOB planning and quarterly forecasting process deliverables to the line of business under support. This includes Quarterly Business Review (QBR) presentations.
Provides all finance support including but not limited to monthly reporting that addresses periods of analysis, trends, and insights to unit leaders and senior management. This reporting and analysis also pertains to financial analysis for projects, Fact Book prep, profitability analysis, and potentially accounting support in support of the line of business.
Engages in special projects and analysis as assigned by Finance personnel, LOB Leadership or Senior FNB Leadership. Works closely with analytics, profitability, accounting, and strategy teams.
Maintains effective relationships with business, Finance and operations managers to identify and correct reporting issues and communicate system, product and organizational changes impacting monthly reporting. Strong partnership with executive and operating leaders within the given Group/Segment, aiding in decision making & strategic management.
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 management skills
Excellent project management 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
Ability to use general office equipment
Ability to work and multi-task in a fast paced environment
Knowledge of generally accepted accounting principles and FP&A practices.
Use logical thinking to define problems, collect data, and draw valid conclusions.
Ability to conduct training and make presentations with poise.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
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.
$100k-124k yearly est. 2d ago
Manager, O2C Financial Systems (Zuora)
Relativity 4.7
Finance director job in Philadelphia, PA
Posting Type
Hybrid/Remote
This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing/Collections and Revenue Accounting teams' initiatives. The Manager, Finance Systems will partner closely with IT to ensure quality integrity and seamless integration throughout the data lifecycle with Salesforce CPQ, upstream, and Workday Financials, downstream. The ideal candidate will have high fluency in both functional and technical discussions with the gumption to develop flexible, future-proof solutions in this critical area of the business.
This role reports to the Director, Financial Systems and can be remote with some travel expectations
Job Description and Requirements
Responsibilities
Administer and own configuration of Zuora platform (Billing and Revenue/RevPro) to meet business needs and support scalable growth
Lead and execute roadmap objectives increasing accuracy and efficiency
Champion innovation and automation through AI and other intelligent solutions
Triage and identify bug fixes required for Zuora while working with 3rd party resources
Participate in all stages of the SDLC, from QA to UAT, for Zuora-related fixes and dependent system impacts
Maintain tight collaboration with key cross-functional stakeholders and drive alignment
Ensure compliance controls satisfy audit and SOX requirements
Requirements
Bachelor's degree in Computer Science, Information Systems, Finance, or related fieldor equivalent experience
8+ years of combined hands-on technical financial systems experience including Zuora Billing and Zuora Revenue/RevPro
In depth functional knowledge of 606 Revenue Recognition standards
Demonstrated ability to partner effectively with business and technical teams
Solid understanding of data reporting tools
Integration experience with Salesforce CPQ, Workday Financials, and Adaptive a plus
Exceptional attention to detail
Relativity is committed to competitive, fair, and equitable compensation practices.
This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives.
The expected salary range for this role is between following values:
$116,000 and $174,000
The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position.
Suggested Skills:
Agile Methodology, Application Management, Cloud Computing, Database Management, DevOps, Information Technology Operations, Project Management, Software Development, Software Development Life Cycle (SDLC), Vendor Management
$79k-100k yearly est. 4d ago
Chief Financial Operating Officer (CFOO)
The Clemens Food Group 4.5
Finance director job in Hatfield, PA
The Clemens Family Corporation is seeking a bold, forward-looking Chief Financial Operating Officer to drive our business into the future. This leader will lead the financial areas of the business, anticipate challenges before they surface, challenge the status quo across all functions, and translate insight into decisive action. The CFOO will be a catalyst for growth and transformation-mobilizing people, capital, and strategy to ensure our organization remains ahead in the competitive global protein and real estate industries.
Strategic Leadership & Foresight
Look beyond finance to shape enterprise-wide strategy and challenge business decisions to ensure sustainable, profitable growth.
Anticipate risks and opportunities before they appear; deploy proactive solutions to secure long-term competitiveness.
Push the organization to think and act strategically in every decision, from operations to customer partnerships.
Ensure decisions align with management, board, and shareholder expectations while securing the long-term health of the business.
Drive capital allocation, acquisitions, and growth investments with discipline and speed.
Growth & Transformation Driver
Champion large-scale initiatives that strengthen operations, supply chain, and market presence.
Forge and deepen strategic customer and partner relationships.
Serve as a visible industry leader and company ambassador in the community.
Secure efficient sources of capital and optimize liquidity strategies.
Lead M&A opportunities end-to-end-from financial evaluation to integration.
Talent & Organizational Agility
Build a high-performing finance function that is agile, forward-thinking, and deeply integrated into the business.
Demand accountability and excellence from teams; challenge them to continuously raise performance.
Identify, coach, and develop future leaders across the organization.
Ensure succession planning and a strong leadership pipeline.
Champion cross-functional collaboration to accelerate results and innovation.
Operational & Financial Discipline
Create a culture where business and finance teams partner together on the highest impact opportunities.
Establish clear financial expectations and ensure transparent communication of results to stakeholders.
Create efficiency in finance and accounting so the team can focus on value-creating activities.
Lead rigorous risk management and mitigation strategies.
Ensure critical assets are protected while enabling bold, future-focused decision-making.
Oversee all reporting, compliance, and governance with clarity and precision.
Who You Are
A strategic challenger who sees around corners and pushes the organization to act decisively.
A direct and confident operator who thrives in complexity and leads with urgency.
A proven change agent with 15+ years of leadership in large-scale manufacturing (protein industry experience strongly preferred).
An inspirational leader of people who builds strong teams, mentors future leaders, and sets a high-performance culture.
A person who thrives in idea creation, spontaneous problem-solving, and serving as a resource to all areas of the business, and enjoys taking winning ideas to execution.
A person who is confident yet humble.
A person who loves process but is okay with ambiguity
Application Note:
Clemens Food Group is not accepting unsolicited resumes from search or staffing firms. All resumes submitted by search or staffing firms to any employee at Clemens Food Group via email, the Internet, or directly without a valid written search agreement for this role, and without having been asked to participate in this by Talent Acquisition, will be deemed the sole property of Clemens Food Group, and no fee will be paid in the event the candidate is hired. Firms not authorized to submit candidates will not be eligible for any fee or ownership claim.
Who You'll Work With In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals.
Job Title: Director, Financial Services Cloud - Salesforce
As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals.
This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers.
This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement.
The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts.
Responsibilities:
Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle.
* Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders
* Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients
* Determines sales strategy inclusive of win themes in partnership with regional market sales leadership
* Manage an overall team utilization target of 76%
* Supports development of proposal and statement of work
* Drives decision making on deal structure in partnership with sales solution leads
* Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates)
* Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market
* Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress
* Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership
Business development:
Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts
* Responsible for $15-20M+ annually within the Financial Services Cloud Capability
* Proactively thinks beyond the project and product to continue to expand our engagements with our clients
* Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities
* Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships
Client Engagement Management:
Builds and cultivates relationships with senior clients (project sponsor, director level and above)
* Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership
* Identifies opportunities for Slalom to continue to help our clients achieve business objectives
* Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria
Delivery & Delivery Excellence:
Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings
* Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement
* Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program
* Provides oversight and project delivery governance best practices, and oversees project delivery quality
Industry & Platform Expertise:
* 10+ years' experience in the Financial Services industry
* 10+ years' consulting experience
* 3+ years' leading Financial Services Cloud programs
* Maintains awareness of industry best practices (working with Industry leaders)
* Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders)
Qualifications:
* Minimum 3-5 years of account/delivery management experience
* Experience working with banking customers and experience in a large consulting environment
* 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem
* Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role
* Prior experience meeting and exceeding sales targets of a similar size
* Skilled at leading teams through complex technology solution sales
* Passionate about financial services, and technology
* Proven track record in selling through exceptional client delivery
* Experienced in building relationships with customers (director level and above)
* Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business
* Strong customer service and interpersonal skills
* Budget and project management experience
* Excellent verbal and written communication skills
* Able to travel up to 30%
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges:
East Bay, San Francisco, Silicon Valley:
Director: $249,000-$307,000
San Diego, Los Angeles, Orange County, Seattle, Boston, Houston, New Jersey, New York City, Washington DC, Westchester:
Director: $228,000-$281,000
All other locations:
Director: $209,000-$258,000
In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
We will accept applicants until January 30, 2026, or until the position is filled.
We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
$249k-307k yearly Easy Apply 31d ago
Manager of Financial Planning and Analysis
Graymatter 4.0
Finance director job in Pennsylvania
At GrayMatter, we transform operations and empower people. Our technology and consulting services help manufacturers, water utilities and energy companies digitize operations, eliminate cybersecurity threats and harness analytics to accelerate production. And that's where you come in. GrayMatter is dedicated to creating a team of unmatched talent in industrial technology. Our organizational culture encourages opportunities to learn and collaborate. Five core values woven into our DNA make Team GrayMatter stand above the rest: Accountability, Integrity, Respect, Innovation and Teamwork. We are seeking a dynamic and analytical individual to join our team as a Manager, Financial Planning and Analysis. Reporting to the Director of Financial Planning and Analysis (FP&A), this role will play a crucial part in supporting financial planning, analysis, and reporting activities. The successful candidate will collaborate closely with cross-functional teams to provide actionable insights and enhance financial performance. Responsibilities
Manages Financial Planning & Analysis activities including annual budgeting, monthly forecasting, and review and analysis of GrayMatter's financial results.
Supports regular financial and key performance indicator reviews with company leadership.
Develops and enhances financial, performance, and analytical models and dashboards. Delivers automation where possible to reporting and dashboards.
Supports decision making by providing stakeholders with timely, detailed and meaningful insights and visibility on business performance.
Assesses risks and opportunities versus company targets and drives strategies to maximize financial opportunities and collaborates to mitigate risks and close gaps.
Manages monthly consolidation and reporting of financial statements to key stakeholders including Board of Directors and Lenders.
Partners directly with all levels of the accounting team to analyze activity and improve accuracy and completeness of financial information and reporting.
Facilitates Finance/Accounting team optimization efforts and helps build a best-in-class FP&A organization. Develops, standardizes, maintains, and drives continuous improvement of all planning and forecasting processes.
Supports and assists in the strategic and long-term planning processes.
Develops and expands financial and operational reporting tools.
Prepares special purpose and ad hoc analyses as needed.
Other duties as assigned.
This is a hybrid working position based in Pittsburgh, PA to facilitate occasional in-office collaboration. Qualifications & Requirements
Bachelor's degree in accounting or finance required, CPA and/or MBA preferred.
7 years of progressive experience in accounting, FP&A, and financial reporting roles; minimum of 4 years of core FP&A experience
Minimum of 2 years managing direct reports
Strong experience working as a business partner in delivering decision support and enabling financial, operational and strategic initiatives and reporting.
Direct experience managing an annual budget cycle.
A driven and pro-active self-starter who is highly organized and has the ability to multitask, meet strict deadlines and work independently.
Comfortable making key decisions independently.
Strong analytical skills and robust understanding of accounting and finance; Strong knowledge of GAAP accounting standards and practices.
Excellent oral, written communication and interpersonal skills, able to interact with all levels of internal and external stakeholders.
Proficiency with accounting and FP&A software; Microsoft Dynamics and/or Salesforce/Financial Force is a plus.
Professional Services industry and project/contract accounting experience is preferred.
Advanced proficiency in Microsoft Excel required.
Demonstrated ability to leverage Power BI to create interactive dashboards that enhance executive visibility into KPIs, forecasting, and business performance.
Featured Benefits:
Medical, dental, and vision insurance beginning day one of employment
Employer-paid short-term disability and life insurance
401(k) with up to 4% company match
Paid holidays, paid time off, and paid parental leave
Additional benefits including long-term disability, accident, critical illness, hospital indemnity, EAP, telemedicine, HSA, and FSA
$96k-132k yearly est. 60d+ ago
Healthcare Financial/Actuarial Director
WTW
Finance director job in Philadelphia, PA
As a Healthcare Financial/Actuarial Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW's value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.
**The Role:**
+ Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements.
+ Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across self-insured, fully insured, and alternative funding arrangements (e.g., minimum premium, level funding).
+ Data Analysis and Insights: Clean, transform, and analyze large, complex integrated datasets (medical, pharmacy, enrollment) to produce actionable insights and client-ready reporting.
+ Risk Management Expertise: Guide clients on funding strategies, underwriting pools, credibility methods, pooling point analysis, and stop-loss solutions to optimize risk management.
+ Carrier and Market Assessment: Evaluate carrier pricing dynamics and market competitiveness, providing insights that support vendor selection, contract negotiations, and program optimization.
+ Plan Design Consulting: Model plan design alternatives, assess impact on cost and employee experience, and guide strategic recommendations to clients.
+ Team Leadership: Provide direction, coaching, and feedback to junior colleagues, supporting their technical and professional development.
+ Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to ensure seamless project execution and superior results.
+ Client Relationship Management: Build strong relationships with employer and vendor contacts, serving as a trusted advisor to drive engagement and loyalty.
+ Thought Leadership: Contribute to intellectual capital development, identify opportunities for innovation, and support new business, expansion, and cross-selling initiatives.
**Qualifications**
+ 10+ years of experience in professional services, ideally in a benefits consulting, brokerage, underwriting, or actuarial capacity within an insurance or consulting firm.
+ Bachelor's degree in a relevant field; Actuarial designation (ASA/FSA) preferred.
+ Proven ability to lead multiple clients/projects simultaneously and deliver high-quality work on time and within budget.
+ Advanced knowledge of benefit plan design, funding approaches, underwriting principles, and post-employment concepts.
+ Expertise in financial modeling and actuarial techniques, including pricing models, reserving frameworks, forecasting tools, and scenario modeling.
+ Strong data acumen, with the ability to manage and interpret large, complex datasets to inform decision-making.
+ Deep understanding of employer health risk management strategies, including stop-loss, credibility, and rating mechanics.
+ Experience advising small to mid-sized employers, with sensitivity to unique plan design and cost-optimization considerations.
+ Strategic thinker with a solutions-oriented mindset who can synthesize insights and translate them into clear, actionable client recommendations.
+ Excellent written and verbal communication skills; able to confidently present complex financial concepts to executives (CFO, CHRO, CEO).
+ Demonstrated success in expanding client relationships and identifying opportunities for additional services.
+ Skilled collaborator, comfortable working across cross-functional teams in a fast-paced, evolving environment.
+ Advanced proficiency with Microsoft Excel and PowerPoint.
+ State Life & Health license (or ability to obtain within 90 days).
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $140,000.00 to $225,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**The position allows for flexible working:**
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
$140k-225k yearly 60d+ ago
Executive Finance Leader - CFO
Hunt for Careers
Finance director job in York, PA
Our Client is currently seeking a Chief Financial Officer who will serve as a key contributor to the company's continued success. Founded in 2012 this employer has experienced eleven consecutive years of record growth driven by a disciplined commitment to their core values and an entrepreneurial spirit. Our client benefits from a reputation of unmatched integrity and seeks a professional who will steward this legacy.
Job Description
As a key member of the executive leadership team, the CFO will assume a strategic and hands-on leadership role in the growth and overall management of the company. The successful candidate will position her or himself as a partner to the CEO and establish credibility throughout the organization as a thought leader that implements effective and efficient solutions. The CFO will have primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company. This includes direct responsibility for accounting, finance, treasury, forecasting, strategic planning, revenue and expense performance reporting, management reporting, and all related information systems that support financial and management reporting. Further, the CFO will generally oversee the information systems of the company, including priorities and strategies as well as management of third-party vendors as it relates to hardware, software usage, and security. The CFO will oversee a team of approximately 4 accounting and financial professionals who manage functions supporting the growth and operation of the company.
Essential Job Functions
Direct and oversee all aspects of the finance & accounting functions of the organization
Continuously evaluate and provide leadership to ensure achievement of short and long-term strategic financial objectives
Take a hands-on lead position of developing, implementing, and maintaining a comprehensive management reporting system that provides insight into business activities and opportunities
Manage processes for revenue, expense, and capital forecasting and budgeting and reporting to the company, including to the board of directors
Ensure credibility of accounting/finance team through a timely close process and an accurate analysis of budgets and performance against budgets, financial trends, and forecasts
Provide recommendations to strategically enhance financial performance and business opportunities; provide evaluation of and advice on the financial implications of business activities
Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting
Enhance and develop, implement, and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the organization
Oversee and direct the company's information systems management including management of third party vendors, establishment of priorities and project oversight
Manage corporate banking relationships, overall company debt, lines of credit, and corporate recourse, and surety relationships (in association with risk management team)
In partnership with the risk management team, assess and oversee overall business risk
Maximize the performance and value of the company's investments in assets and markets
Oversee audit, compliance, and tax functions, manage, and oversee outside providers of these services as well as coordinate the audit committee's appropriate engagement with such providers
Manage the company's annual valuation, oversee stock issuances and retirements, manage the relationship with the ESOP trustee
Employees may be asked to perform other tasks not listed in the essential job functions.
Position Requirements
An exceptional capacity for managing, developing, and leading people with the ability to enforce accountability and empower the individual
Strong interpersonal skills, proven ability to communicate and manage well at all levels of the organization
Strong problem-solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses
High level of integrity and dependability with a strong sense of urgency and results-orientation
Hands-on style, unconcerned with organizational rank
Excellent negotiation skills
Qualifications
Strong accounting/finance background
MBA, CPA, or CFA preferred
5+ years in a significant management capacity
Real estate or construction experience is a plus
Physical Demands
Low physical effort required to sit, stand at files, bend, stoop, lift, and walk. Maximum unassisted lift is 35 lbs. Average lift is less than 10 lbs. Requires ability to use a keyboard and monitor. Also requires the ability to communicate verbally, both in person and on the telephone. May require some travel by car.
Additional Information
Hire Type
Direct Hire
Schedule
Full Time
Hybrid (Mostly in the office, minimum three days per work week)
Salary Type
Exempt
Benefits
Competitive benefits package
PTO Included
Paid Holidays
$97k-167k yearly est. 2d ago
RISE Programs CFO & Partner Finance Leader
GE Aerospace 4.8
Finance director job in West Chester, PA
SummaryThe RISE Programs CFO & Partner Finance Leader will lead the Finance function on GE Aerospace's efforts to position CFM to secure engine placement on next-generation aircraft. This executive role will focus on developing and executing the Financial Business plan for RISE Programs. This will include providing business partnership in creating winning ‘Go-To-Market' approaches for all next-gen narrowbody applications, validating the input assumptions (Engineering Spend, Unit cost & price, Services TOW…) that feed business plan, and assessing program risk & implementing counter measures to ensure program objectives are on-time and on-budget. Additionally, this role will lead Finance engagement of CFM Partner activities including annual reconciliations, part transfer and imbalance, own the narrowbody transition financial model, as well as serve as the functional owner of the CFM Investment Review Board.Job Description
Responsibilities
RISE Business Plan:
Create winning RISE Programs business plans with a justified ROI. This will entail: Obtaining + substantiating critical business plan assumptions for multiple airframe applications, Running scenarios that optimize the business model for GE and the customer, Presenting options with Aerospace Senior Leadership
Partner with Engineering to forecast and assess RISE development plan (>$900M/annually) that drives budget accountability and identification of potential cost savings including external funding.
Serve as the Finance focal in airframer negotiations.
Utilize the business plan to determine a fair and optimized partnership structure for the application RISE program.
Manage 3 direct reports supporting CFM Partnership, Future of Flight and LEAP business plan
CFM JV Partnership:
Develop and run financial assessment for Partnership Imbalance across CFM Programs. Following execution of agreement, this position will be responsible to provide forecast and validation the go forward reconciliation.
Lead Program Facts initiative with Safran to bridge between partner critical assumptions for Investor Relations
Identify and execute projects to drive GE productivity within the CFM JV structure. This includes tax optimization, tariff mitigation, thrust sales and automation as volume ramps.
Participate in CFM Programs partner negotiations providing insights on scenario financial impacts.
CFM Programs Business Plan Financials:
Partner cross-functionally to manage annual and quarterly updates or sensitivity studies of the CFM Programs (CFM56, LEAP & Future of Flight) Strategy and Business Plan financial outlook
Operationalize product and commercial strategies while meeting financial commitments, problem solving gaps when necessary
Lead initiatives to improve the end-to-end connectivity and impact of the Narrowbody Business Plan
Partner with business operations team to progress the integration of the Long Range Forecast, Commercial Pricing Framework and new deal underwriting strategy for LEAP engines & services
CFM Programs Investment Review Board:
Serve as the investment focal for all CFM Programs capital requests and ensure connectivity to horizontal support functions
Drive adherence to standard work (process & templates) to eliminate request rework
Unlock reporting & tracking capabilities for all Investment spend (e.g., actuals reporting, short term forecasting)
Additional product line initiatives:
Contribute to Investor Relations activities and content creation
Support key strategic initiatives (e.g., engine upgrade business case) through various approvals
Manage 3 direct reports supporting CFM Partnership, Future of Flight and LEAP business plan
Desired Characteristics
Strategic mindset: balances near, mid and long term outlook to drive the best economics for the LEAP program
Aviation acumen: strong understanding of Aviation Services accounting and airline operations
Commercial and/or operational experience: commercial aviation contract familiarity a plus
Leadership ability: strong communicator, decision-maker, collaborative
Problem solver: analytical-minded, challenges existing processes, critical thinker
Focused: quick learner, strategically prioritizes work, committed
Transparent: shares critical information, speaks with candor, contributes constructively
Humble: respectful, receptive, agile, eager to learn
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: Yes
$99k-162k yearly est. Auto-Apply 12d ago
Manager - Financial Planning & Analysis
Meppi
Finance director job in Pennsylvania
Powering Insight, Driving Financial Planning and Strategy Across MEPPI!
MEPPI is seeking a highly skilled Financial Planning & Analysis (FP&A) Manager to lead the company s business planning, budgeting, and forecasting activities. In this role, you will own and optimize our FP&A software solution, ensuring its successful implementation and adoption across departments. Your expertise will empower leaders with accurate, actionable insights and align financial planning tools with MEPPI s strategic goals.
This is a high-impact opportunity to influence financial decision-making, streamline planning processes, and drive operational excellence across the organization.
What You ll Do
Lead Strategic Planning:
Drive annual and mid-year business planning cycles across all divisions. Implement process improvements to enhance accuracy, efficiency, and collaboration.
Own FP&A Software:
Manage, configure, and optimize MEPPI s FP&A platform. Partner with IT and vendors to lead implementation and ensure system integrity.
Train & Support Users:
Deliver hands-on training and create documentation to promote consistent, effective use of FP&A tools.
Deliver Insights:
Design dashboards, custom reports, and executive-level presentations. Analyze trends and variances to provide meaningful, data-driven recommendations.
Collaborate Across Teams:
Work cross-functionally to define the roadmap for FP&A tools and processes that support evolving business needs.
Monitor Performance:
Track KPIs and support the development of new business metrics to measure success.
Support Facilities Planning:
Analyze space utilization and facility planning data for offices, factories, and warehouses.
Oversee Procurement:
Manage purchase requisitions and orders to ensure compliance with company policies.
Lead & Develop Talent:
Coach and mentor a high-performing team through goal setting, performance reviews, and professional development planning.
What You Bring
Education: Bachelor s degree in Finance, Accounting, Economics, or related field.
Experience: 7+ years in FP&A, with at least 3 years in management or supervisory roles.
Technical Expertise: Advanced proficiency in FP&A software, financial modeling, ERP systems, and Microsoft Excel.
Skills: Strong communication, analytical thinking, and leadership abilities.
Organization: Detail-oriented with excellent project management skills.
What s in It for You?
Comprehensive Health Coverage: MEPPI pays 90% of medical, dental, and vision costs.
Retirement Plans: 401(k) with up to 4% company match.
Generous Paid Time Off: Vacation eligibility after 90 days, plus 12 paid holidays.
Career Development: Training programs and educational assistance to help you grow.
Exclusive Employee Perks: Profit sharing, free fitness center access, and wellness programs.
Why MEPPI?
At MEPPI, you re not just joining a team you re joining a mission to innovate and make an impact. As a U.S. affiliate of Mitsubishi Electric, we lead in delivering cutting-edge solutions for power systems and rail transportation. Your ideas matter here, and your expertise will help shape the future.
Equal Opportunity Employer: MEPPI values diversity and inclusion. We welcome candidates of all backgrounds and are committed to fair hiring practices.
Notice to Agencies and Search Firms: MEPPI does not accept unsolicited resumes from agencies. Resumes submitted without a signed agreement become the property of MEPPI.
$89k-127k yearly est. 60d+ ago
Vice President, Compliance & Control
BNY External
Finance director job in Pittsburgh, PA
The Vice President, Compliance & Control plays a critical role within the Risk & Regulatory Compliance function, specifically within the Compliance & Control job family. This position is integral to maintaining the integrity and compliance of BNY's operations with regulatory standards. By ensuring adherence to internal policies and external regulations, this role supports BNY's commitment to operational excellence and ethical practices, aligning with the organization's strategic pillars of trust and integrity. The position demands a strong understanding of compliance frameworks and regulatory requirements, fostering a culture of accountability and transparency in line with BNY's principles. **PRIMARY RESPONSIBILITIES:** - Develop and implement compliance policies and procedures by leveraging extensive knowledge of regulatory requirements to ensure organizational adherence. - Conduct regular compliance assessments and audits to identify potential risks and areas for improvement, demonstrating expertise in risk management. - Collaborate with cross-functional teams to integrate compliance controls into business processes, ensuring alignment with strategic objectives. - Provide guidance and training to employees on compliance-related matters, fostering a culture of compliance and ethical conduct. - Monitor and interpret regulatory changes, advising senior management on implications and necessary adjustments to policies. - Lead investigations into compliance breaches, ensuring thorough analysis and corrective actions are undertaken to mitigate future risks. **EDUCATION/QUALIFICATIONS:** - Bachelor's degree in Law, Business, Finance, or a related field. - Advanced certifications in compliance or risk management (e.g., CRCM, CAMS) are advantageous. **EXPERIENCE:** - Typically 5-10 years of experience. **SKILLS:** - Strong analytical and problem-solving skills to assess and address compliance issues effectively. - Excellent communication and interpersonal skills to educate and influence stakeholders across the organization. - Proven ability to interpret regulatory changes and implement appropriate compliance strategies.
$109k-165k yearly est. Auto-Apply 35d ago
Finance Director/Assistant Controller
Visiting Angels of Jenkintown
Finance director job in Jenkintown, PA
Yen Care Group. is looking for an experienced Finance Professional to coordinate overall financial activities as needed for all Yen Care Group companies. This role will also oversee project management of new businesses and ventures under Yen Care Ventures(YCV) and will ultimately fold into YCV, Inc. . This Position will be located in Jenkintown, PA and may require travel to all business location depending on the need. This position is a brand-new role and is resulting from expansion of business.
CLASSIFICATION:
Exempt
Corporate Structure
This role will report direct into President and CEO of Yen Care Group and will be a dotted line to Director of Administration. Yen Care, Inc, Yen Care II, Inc, Yen Care III, Inc, Yen Care IV, LLC and Yen Care V, Inc are all senior Home care companies across the state of Pennsylvania. Yen Care management Services is an allied company and YCV and Yen Care Holding are group investment companies that may have interest in other ventures for vertical expansion.
PRINCIPAL ACCOUNTABILITIES:
The duties and accountabilities described below do not represent a comprehensive list for this position. Additional tasks may be assigned periodically as necessitated by business demands.
Director-Finance will have the broad responsibilities of
Coordinating with external book keeper on all payroll issues, billing issues, journal entry issues, and ensuring books are closed on time every month
Coordinate with marketing and DMAS to ensure marketing budgets vs returns are justified
Coordinating with administration on cost allocations
Understanding finances and ensuring consistency across books
Lead and manage all new projects in the offing under the aegis of Yen Care Ventures and YCV
Work as an “ace” trouble shooter for the CEO/President where required across the companies on administration
Ensure management team is working collaboratively to increase client and caregiver satisfaction and mitigate any risks that may arise
Collaborate with management staff to ensure all projects are on time and being delivered to satisfaction
Work with Collections to ensure AR ageing is satisfactory across all entities
Work with legal department for monitoring and tracking of all legal expenses
Maintain absolute confidentiality of all information pertaining to employees, clients and client's families
SPECIFIC JOB KNOWLEDGE, SKILLS AND PERSONAL ABILITIES REQUIRED:
Bachelor's degree REQUIRED
Seven to Ten years of progressive experience in positions of increasing responsibility, preferably
in service industry or Health care and with substantial people management experience.
MUST have organizational management experience
Excellent conceptual thinking skills with the ability to analyze complex issues sensitive in nature. Excel in conflict resolution and implement the solutions.
MUST be a self starter and MUST have “excellent attention to details”
MUST be able to self-direct and juggle multiple priorities. Ability to plan, organize, prioritize, delegate and accurately follow through in work activities with time constraints and interruptions to meet deadlines, as well as, work independently with a minimum amount of direction and/or supervision.
Must be flexible, resilient, calm and be able to maintain a sense of humor; and present a well-groomed professional image. Must be able to manage tense situations in a diplomatic manner. Must be collaborative in nature and have a positive mindset to problem solving
Ability to listen and communicate clearly, fluently, diplomatically orally and in writing.
Ability to generate goodwill for the Agency with clients, their family members and other referral sources. Demonstrate a strong commitment to client service excellence.
Demonstrate proficiency with Microsoft Office (Word, Excel, PowerPoint and Outlook) applications, scheduling systems and other health care industry related software.
Ability to lawfully work in the U.S.
ALL APPLICANTS MUST BE ABLE TO PROVIDE PROOF OF VACCINATION.
$95k-141k yearly est. Auto-Apply 9d ago
Chief Operating Officer - World Financial Group (WFG)
Transamerica 4.1
Finance director job in Philadelphia, PA
Job Family
Business or Functional Leader
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
The Chief Operating Officer - World Financial Group (WFG) & VP Transamerica will serve in an executive capacity and will be responsible for the development and execution of WFG's operating strategy to support the continued growth and digital transformation of WFG. This role will also oversee the leaders of the operations, distribution partner integration, agent servicing and governance functions for WFG. This position will report to and work closely with the President of WFG & SVP of Transamerica.
Responsibilities
Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth. This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position.
Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada.
Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model.
Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience.
Champion the identification and mitigation of organizational risks within the business unit and agency structures.
Drive high-quality execution and operational excellence by communicating clear direction and expectations. Build and manage with strong compliance, regulatory & industry ethical standards.
Lead, coach, and mentor a team of 120+ individuals. Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization. Build high performing, diverse teams to meet business needs. Provide superb coaching.
Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada.
Serve as a strategic change leader to drive digital adoption for profitable business results.
Qualifications
Bachelor's degree in a business field or equivalent experience
Minimum of 10 years industry leadership experience with deep technology and Agile experience, financial services operations/service delivery, broker/dealer operations, and administration.
Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of B2B agents and financial professionals.
Tech savvy with proven track record of digital expertise, ensuring integrated API infrastructure for connected and efficient data exchange within the digital ecosystem.
Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses. Exceptional problem solving and negotiating skills.
Transformational experience driving top line growth.
Outstanding ability to influence, motivate, and collaborate with all stakeholders.
Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders).
Proven experience in the ability to attract and retain top talent in the industry.
Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer.
Preferred Qualifications
Entrepreneurial mindset with experience in business development and/or sales to bring strategic and creative vision to the Company and successfully transition to BAU activities.
Proven executive leadership experience with an insurance distribution organization.
Life license
FINRA Series 6, 63
FINRA Series 7 and 24
FINRA Series 66 or 65
SAFe or CSM certification
Knowledge of Transamerica and Transamerica products
Experience working with National Financial Services (Fidelity platforms) FMAX, Wealthscape, and e-Money
Working Conditions
Office or hybrid-remote environment
Frequent Travel 25 to 50%
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023