Senior finance analyst jobs in Pennsylvania - 1,364 jobs
Senior Financial Analyst
Echo Realty
Senior finance analyst job in Pittsburgh, PA
ECHO Realty is seeking to hire a SeniorFinancialAnalyst 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. 3d ago
Looking for a job?
Let Zippia find it for you.
Program Finance Director
Jamie Grayem
Senior finance analyst job in Philadelphia, PA
Philadelphia, PA (On-site / Hybrid Office Space Available)
Work Schedule: 9/80 (Every other Friday off)
$175,000 - $200,000 + Paid relocation + Full premium benefits package.
Must Be Clearance Eligible / No Sponsorship
Responsibilities
Strategic Financial Leadership: Act as a key partner to the General Manager with full P&L ownership of performance metrics, including orders, sales, operating income, and Free Cash Flow (FCF).
Executive Communication: Develop and present business cases for investment initiatives and key financial metrics (JSP, AOP, and MFR) to executive leadership.
Compliance & Governance: Ensure 100% compliance with ANSI/EIA-748 EVMS standards for projects with Government/DCMA reporting requirements.
Team Development: Actively recruit, onboard, and mentor a team of program financialanalysts. Establish clear performance goals and foster a culture of high employee engagement.
Operational Excellence: Drive process improvements and define Key Performance Indicators (KPIs) to measure organizational success and continuous improvement.
Proposal Collaboration: Partner with proposal teams to ensure future business is priced competitively while mitigating risks.
Forecasting: Provide weekly analysis and status updates on key drivers affecting financial forecasts.
Qualifications
Education: Bachelor's degree in Finance, Accounting, or a related analytical field.
Proven track record leading and developing a team of financial professionals.
Deep expertise in Earned Value Management (EVM) ANSI/EIA-748 standards.
Experience:* Minimum of 12 years of relevant experience (or 10 years with a Graduate Degree).
Industry Knowledge: Substantial experience within the Defense/Aerospace industry program finance sector.
Technical Skills: Advanced proficiency in Microsoft Office, specifically Excel and PowerPoint.
Citizenship: US Citizenship is required.
Must Be Clearance Eligible / No Sponsorship
Preferred Skills
Direct experience using SAP ERP systems.
Advanced knowledge of ASC606 Revenue Recognition standards.
Strong aptitude for problem-solving, resourcefulness, and multi-tasking under minimal supervision.
$93k-150k yearly est. 25d ago
Senior Accountant/Analyst
LHH 4.3
Senior finance analyst job in Pennsylvania
LHH Recruitment Solutions is seeking an Accountant/ FinancialAnalyst. This role is ideal for a finance professional with a strong foundation in accounting, public accounting experience (audit & assurance), and ideally, exposure to the manufacturing industry. The position will be 80% focused on financial analysis and business partnering with operational leaders across business segments, and 20% on accounting responsibilities
Key Responsibilities:
Partner with business segment operations to provide financial insights, support strategic decision-making, and drive performance improvements.
Develop and maintain financial models, forecasts, and dashboards to support business planning and analysis.
Analyze key financial and operational metrics, identifying trends, risks, and opportunities.
Prepare monthly and quarterly financial reports and variance analyses.
Support budgeting and forecasting processes across departments.
Qualifications:
Bachelor's degree in Finance, Accounting, or a related field; CPA or MBA a plus.
Minimum of 5 years of relevant experience in financial analysis, with a strong accounting foundation.
Public accounting experience in audit and assurance preferred
Manufacturing industry experience strongly preferred.
Advanced Excel skills; experience with ERP systems and financial reporting tools a plus.
Strong analytical, problem-solving, and communication skills.
Ability to work independently and collaboratively in a fast-paced, hybrid environment.
Compensation:
$90,000-$95,000
Benefit offerings for full-time employment include medical, dental, vision, term life, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan
PTO is offered on an accrual basis
Paid Sick Leave where applicable by State law
Annual discretionary bonus based on company and individual performance
If you are interested in this position or any other Accounting and Finance career opportunities, please apply and contact Kellie Sclafani at ***********************.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ****************************************
$90k-95k yearly 4d ago
Senior Accountant
Engage Search Partners, LLC
Senior finance analyst job in Conshohocken, PA
Employment Type: Full-time
We are seeking a detail-oriented and experienced Senior Accountant to join our finance team. The ideal candidate will be responsible for managing financial statements, reconciling accounts, ensuring compliance with regulations, and supporting financial reporting. This role requires a strong understanding of accounting principles, proficiency in accounting software such as NetSuite or Great Plains, and the ability to work in a fast-paced environment.
Key Responsibilities
Prepare and analyze financial statements to ensure accuracy and compliance with GAAP.
Reconcile general ledger accounts, bank statements, and financial reports.
Assist in month-end and year-end closing processes, including journal entries and accruals.
Ensure compliance with internal controls, policies, and external financial regulations.
Collaborate with auditors and provide necessary documentation for audits.
Assist in budget preparation, variance analysis, and financial forecasting.
Process and review accounts payable and accounts receivable transactions.
Support tax compliance, including sales tax filings and corporate tax preparation.
Maintain and improve financial reporting processes for efficiency and accuracy.
Utilize NetSuite or Great Plains accounting software to manage financial data.
Assist in special projects and process improvement initiatives as needed.
Qualifications & Requirements
Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
3-5 years of accounting experience, preferably in a corporate or public accounting environment.
Strong knowledge of GAAP and financial reporting principles.
Experience with NetSuite or Great Plains accounting software preferred.
CPA certification is a plus but not required.
Proficiency in Microsoft Excel and other financial tools.
Strong analytical and problem-solving skills with keen attention to detail.
Ability to work both independently and collaboratively in a hybrid work environment.
Excellent organizational, communication, and time management skills.
This position offers a hybrid work model, allowing flexibility while maintaining collaboration with the finance team. If you are a proactive and detail-driven accountant looking to advance your career, we encourage you to apply!
$58k-77k yearly est. 60d+ ago
Finance Manager
Jwilliams Staffing 4.0
Senior finance analyst job in West Chester, PA
Our client is a real estate management, investing and services company - sets the gold standard as a premier brand in its industry through magical customer service, efficient systems, innovative practices and strategic thinking.
The Finance Manager succeeds by providing day-to-day analysis to accurately report financials to the Leadership Team and Investors. Leadership and effective communication skills are essential to support the company to create financial reports, direct investment activities, and develop strategic financial goals for the organization.
Selected Day-to-Day Activities
1. Financial Reporting - Includes Day-To-Day financial operations for all company transactions and business, final review of leadership reports before handoff. Provide assistance for each business to maximize profit and financial reporting and performance
2. Compliance - Responsible for the compliance of all accounting policies, procedures and regulatory requirements.
3. Perform financial analysis - Manage and communicate financial status and maintain accurate forecasts for all areas of the business. Manage scorecards and performance metrics to support decision making across all divisions.
4. Budgeting and Cost Control
a. Partner with division leaders to create and manage budgets.
b. Track financial performance against budgets and provide variance analysis for each division.
c. Identify and recommend cost-saving opportunities across the divisions.
5. Team leadership - Provide oversight, performance feedback and development for the accounting team.
6. Align divisional financial plans with organizational goals and priorities.
7. Investments
a. Forecast cash needs and plan for future funding requirements.
b. Monitor short-term borrowing or investing as required.
c. Proper recording of private money loans, mortgages, payoffs, refinance
Minimum Requirements
● Bachelor's degree in Finance or Accounting
● 5-8 years of experience in accounting and/or financial analysis.
● Proficiency with QuickBooks and Microsoft Office Products - Excel, Word, Powerpoint
● Competency in AppFolio
● Excellent and proven business judgment, analytical and decision-making skills
● Proven knowledge in financial analysis and strategy
● Excellent leadership skills, verbal and written communication skills. Presentation skills necessary
● Motivate HUB team and organization to achieve goals and results
● Empower team members
$77k-102k yearly est. 5d ago
Manager Treasury & Finance
Heritage Valley Health System 4.3
Senior finance analyst 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. 1d ago
Cash Analyst Full-Time Corporate Office
Gerrity's Supermarkets 3.8
Senior finance analyst job in Pennsylvania
Cash Analyst perform different functions in ensuring proper and accurate reconciliation of an organization's actual bank balance with cash amounts in the ledger. Responsibilities: * Reconciling bank statements to ensure accuracy and compliance with finical regulations.
* Reconcile cash and credit cards, etc. for ten (10) stores on a weekly basis utilizing large excel files.
* Investigating variances and discrepancies in financial data.
* Prepare detailed reconciliation reports timely and accurately.
* Record Manual Checks, ACH payments and Wire transactions timely.
* Performing month-end close activities
* Tracking and collections of NSF Checks
* Credit Card Charge Back submission and tracking.
* Back up to Accounts Payable
* Fixed Asset Tracking and Reconciliation
Qualifications
* Strong analytical capabilities - Ability to multi-task and meet tight deadlines.
* Working knowledge of financial system Oracle would be an advantage.
* Ability to work autonomously and as a team player.
* Advanced knowledge of excel, able to work with large excel files to reconcile cash with various formulas.
* High Attention to detail while working with large quantities of data.
* Strong understanding of accounting principles, bank reconciliation, and financial reporting.
* Strong organizational and time-management abilities.
Education & Experience Requirements
* Bachelor's degree in Accounting, Finance, or a related field preferred.
* 2-5 years of experience in bank reconciliation or accounting roles.
* Experience in corporate, banking, or treasury environments is a plus.
$58k-80k yearly est. 12d ago
Senior Analyst, Investor Services
Hamilton Lane Incorporated 4.2
Senior finance analyst job in Conshohocken, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a SeniorAnalyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned; escalate questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 2-4 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
$121k-179k yearly est. Auto-Apply 6d ago
Senior Analyst, Investor Services
Hamilton Lane Advisors
Senior finance analyst job in Conshohocken, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a SeniorAnalyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
Analyze fund financial statements and perform a detailed review of investment activity.
Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
Support department-wide initiatives as assigned; escalate questions and unusual items.
Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
College degree (B.A., B.S. or B.B.A.).
2-4 years working experience
Financial Services and/or private equity experience is a plus
Highly motivated and organized; detail-oriented
Excellent written and verbal communication skills
Ability to manage multiple projects simultaneously and be able to prioritize workload
Day-to-day flexibility for ad hoc projects
Proactively identify challenges and offer solutions
Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
Private Markets Evergreen fund operations experience.
Travel:
If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
$96k-160k yearly est. Auto-Apply 12d ago
Financial Analyst, Financial Planning & Analysis
Servicelink, a Black Knight Company 4.7
Senior finance analyst job in Moon, PA
Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of FinancialAnalyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.
A DAY IN THE LIFE
In this role, you will…
* Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting.
* Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting.
* Provide analytics necessary to help business leaders manager their business units efficiently.
* Provide detailed comparisons and variance analytics Vs baseline financials.
WHO YOU ARE
You possess …
* BS/BA degree in Finance/Accounting required.
* 1 to 3 years of experience in Financial Planning and Analysis.
* Strong organizational and decision-making skills.
* Exceptional interpersonal/communication and business partnering skills.
Responsibilities
* Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability
* Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts.
* Participate in monthly, quarterly, and yearly budget and forecast development.
* Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
* Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
* Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
* Produce ad hoc analysis and reports for executive management team.
* Analyze business opportunities, research industry, market and company trends.
* Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation.
* Participate in the monthly quarterly and quarterly financial close process.
* Perform all other duties assigned.
Qualifications
* BS/BA degree in Finance/Accounting
* 1-3 Years of experience in a Financial Planning & Analysis or related role.
* Experience in Financial Services preferred.
* MS Office Suite; advanced understanding of Excel and modeling (required).
* Experience working with large datasets is a plus.
* Oracle GL or similar accounting GL understanding.
* Experience with a financial reporting tool.
* BI experience is a plus (Power BI, SQL, etc.)
Responsibilities - Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability - Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. - Participate in monthly, quarterly, and yearly budget and forecast development. - Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). - Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. - Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. - Produce ad hoc analysis and reports for executive management team. - Analyze business opportunities, research industry, market and company trends. - Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. - Participate in the monthly quarterly and quarterly financial close process. - Perform all other duties assigned.
$64k-91k yearly est. Auto-Apply 40d ago
Senior Investment Data Analyst
Venerable 4.2
Senior finance analyst job in West Chester, PA
The Investment Data SeniorAnalyst will play a critical role in advancing Venerable's investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable's Risk department.
Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office.
Please note that this position is not eligible for visa sponsorship or visa transfers at this time.
Primary Responsibilities:
Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency.
Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives.
Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows.
Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency.
Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making.
Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders.
Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives.
Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization.
The candidate must possess the following skills and experiences:
Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field.
5+ years of experience in financial services, including direct experience with investment data management and solution design.
Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk.
Proficiency in SQL, with a strong preference for experience working with large datasets and database design.
Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT).
Experience with data transmission, loading, reconciliation, reporting, and downstream integration.
Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools.
Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics.
Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail.
Ability to work independently and collaboratively in a cross-functional, fast-paced environment.
Ability to manage competing priorities and meet deadlines.
Preferred skills and Qualifications:
Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS).
Experience with data visualization and reporting tools, particularly Power BI.
Programming experience in Python, R, or similar languages.
Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater.
Strong communication and interpersonal skills to engage effectively with internal teams and external partners.
Experience with Agile methodologies and tools.
CFA designation or progress toward it.
#LI-MB1
Venerable Values:
Every position at Venerable has responsibility for living out the company's values as described here:
We are Courageous - We think critically, ask "why?" and seek out creative solutions.
We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.
We are Connected - We are connected to each other, our customers and our community.
Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for.
If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.
$110k-175k yearly est. Auto-Apply 60d+ ago
Senior Investment Analyst
Federated Hermes, Inc.
Senior finance analyst job in Pittsburgh, PA
* Bachelor's degree in business related field with accounting courses required; MBA and/or CFA required * Minimum of 5 years of investment analysis experience required. Exposure to High Yield credit analysis in the utilities, metals, mining, paper or transportation sectors preferred
* Demonstrated understanding of financial modeling, valuation and financial statements analysis required
* Willingness to collaborate with colleagues on evaluating issuer's sustainability objectives
* Excellent research knowledge, analysis and decision-making skills required
* Excellent written and oral communication skills
* Advanced computer skills including proficiency with Microsoft Word and Excel, Bloomberg required
MAJOR DUTIES:
* Enthusiastically initiate, perform and maintain high-level fundamental analysis on issuers to assess suitability of credits for inclusion in the portfolios. The investment analysis will include financial statement analysis, financial modeling, competitor analysis as well as assessment of industry, regulatory and macroeconomic trends
* Vigorously utilize fundamental analysis to formulate investment ideas and clearly articulate it to the portfolio managers, on a timely basis. This includes generating and diligently communicating value-added buy, sell and hold recommendations on individual credits and other relevant information to the portfolio managers
* Independently and diligently seek research and remain apprised of company and industry trends. Sources include, but are not limited to, industry publications, public documents, annual reports, trade journals, interviews with management teams, and reviewing financial statements and earnings transcripts.
* Maintain accurate and timely documentation of all research performed
* Proactively participates in all research meetings
HOURS/LOCATION:
* 8:00 a.m. - 5:00 p.m. (Overtime as required)
* Federated Hermes Tower
* Hybrid
EXPLANATORY COMMENTS:
* Ability to work as a contributing member of a team
* Excellent work ethic
$92k-155k yearly est. 60d+ ago
2026 Intern - Financial Analyst - Williamsport, PA
Textron 4.3
Senior finance analyst job in Williamsport, PA
Who We Are Textron Systems serves defense and commercial customers with the combined expertise of its family of brands: Textron Systems, Howe & Howe, Lycoming and ATAC\. The segment offers specialized products and services that fall into several capability areas: Air; Land; Sea; Propulsion; Weapon Systems; Electronic Systems; and Test, Training & Simulation\.
We tap into these capabilities to deliver exceptional solutions, including product development and manufacturing, training, operations and support All efforts are backed by the strength of our parent company - Textron Inc - which includes prominent brands such as Bell, Cessna and Beechcraft\.
Drawing from our diverse teams of experts and harnessing the unlimited power of teamwork, we put tomorrow's technology in the world's hands today\.
Here at Lycoming Engines, we produce four\-, six\-, and eight\-cylinder aircraft engines\. We power 60% of the world's general aviation fleet\. For over 90 years, we earned our reputation for reliability and flexibility with our extensive range of aircraft engines trusted by pilots, owners, and general aviation enthusiasts\. Lycoming takes great pride in being the only U\.S\. owned and operated aviation piston engine manufacturer, and we build every engine as though we were going to fly it ourselves\.
Visit Lycoming\.com & TextronSystems\.com to read more about who we are and the products we make\!
About This Role:
We believe people should love what they do \- in this role, you will be responsible for :
Responsibilities:
The FinancialAnalyst \(FA\) Intern conducts analysis, maintains forecasts, budgets, and provides weekly, monthly, and quarterly profit and loss actuals and forecasts as required \.The FA Intern will be an integral part of the finance team by: Maintaining product line measurements, creating/ maintaining standard financial reports for the finance team and other functions within the business, and will provide daily support to cross functional teams\.Assist in month end/quarter end close process and provide support for respective deliverables\.Participate in Sarbanes Oxley \(SOX\) documentation/review process Conduct bill of material \(BOM\) audits and develop report\(s\) and recommendations for corrective actions Other duties as assigned
**Qualifications**
**Qualifications :**
**_Why Intern with Textron Systems?_**
As an intern with Textron Systems, you'll become part of a team that is ALL IN, providing enduring solutions for a complex world\. TOGETHER, we put tomorrow's technology in the world's hands today\. During the intern period of **06/01/2026\-08/07/2026, ** you will connect with people across multiple disciplines and locations, giving you exposure to new projects and mentorship\. Below are a few, of many, additional highlights of the intern experience:
Networking with fellow interns, employees, and leadership across Textron SystemsOpportunity to apply to full\-time positions or return internships before they are open to external applicants\.Employee Resource Group \(ERG\) participation including volunteer days, events, and collaborations\.
**_How We Care_**
At Textron Systems, our talented people make us successful\. We promote an inclusive environment where we value individuality, differences and unique perspectives\.
Our company is committed to offering employees opportunities to grow and develop\. Our benefits and compensation packages are designed to help our talented employees excel and achieve their goals, so they can make a difference every day in and outside of the workplace\. Below are just a few examples of benefits our interns can take advantage of\!
**Flexible Work Schedules:**
Enjoy ** compressed work week ** schedule ** ** that varies by allowing for **additional days off** such as 5/8, 9/80 and 4/10s, leading to additional Fridays off work\! **Dress for Your Day** : No day is the same, so we don't think you should dress like it\. Dress smart for an important meeting, **wear jeans for a casual day** at the office or on the shop floor\. **Employee Discounts: ** We provide a one\-stop\-shop for access to exclusive offers and deep discounts from over **30,000 merchants and millions of products** such as Bose, Apple, FitBit, HP, At&T, Verizon, T\-Mobile, travel discounts and more\! **Career Development & Training Opportunities: ** We believe our people are our number 1 asset\. At Textron Systems, we offer shadowing opportunities, mentorship programs and both on\-site and virtual formal training to help our team grow in their careers\. **Many More Benefits: ** Textron Systems offers many additional benefits you can take advantage of as well\! **Pay Range:** For our intern program the pay ranges are determined by factors such as anticipated graduation year\. **_Templates for your Application_**
We aim to make sure all candidates are considered on an equal basis\. To ensure your application accurately represents your skills and background, we encourage you to view a sample template resume and application tips located here \.
**Recruiting Timeline:** Applications for this position will be accepted through January 31, 2026\. The application window may be shortened or extended based on candidate flow and business needs\. We encourage you to apply as soon as possible, and review the location for this role to ensure it aligns to your location preferences as all roles are on site at a Textron business unit\.
**EEO Statement**
Textron is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of race, color, religion, age, national origin, military status, veteran status, disability, sex \(including pregnancy and sexual orientation\), genetic information or any other characteristic protected by law\.
**Recruiting Company:** Textron Systems: Lycoming Engines
**Primary Location:** US-Pennsylvania-Williamsport
**Job Function:** Finance/Accounting
**Schedule:** Full-time
**Job Level:** Individual Contributor
**Job Type:** Internship / Co-Op
**Shift:** First Shift
**Job Posting:** 11/03/2025, 9:59:30 AM
**Job Number:** 333492
$41k-53k yearly est. 60d+ ago
Financial Analyst
Armada 3.9
Senior finance analyst job in Pittsburgh, PA
Exciting News - We're Moving!
As part of our continued growth and our commitment to fostering an exceptional, collaborative work environment, we're thrilled to announce that our office will be relocating to a brand-new building at 2000 Innovation Drive, Wexford PA 15090 at the beginning of this year. In the meantime, hybrid employees will continue working from our current location at RIDC - O'Hara until the transition is complete.
We're excited about this next chapter and look forward to welcoming new team members to our growing organization!
Overview
A successful candidate in this role will be responsible for providing business planning, forecasting, and analytical support for assigned Armada National Accounts businesses. The candidate will also focus on transactions and details and must be process-oriented. Advanced PC and financial systems knowledge with the ability to adapt to a continuously changing work environment are essential. In addition to a solid accounting acumen, the analyst is a self-directed problem solver who interacts well with others. Lastly, the candidate must be able to participate and collaborate with others both inside and outside of the finance department to ensure compliance with required accounting controls and reporting requirements.
Job Responsibilities:
Prepare Armada's National Accounts monthly consolidated financial statements and various monthly financial reporting packages
Analyze results, perform variance analysis, identify trends, and make recommendations for improvements
Assist with preparation of financial forecasts for account management and executive team
Support the development of National Accounts annual financial plan Serves as point of contact for Armada's operational support and accounting teams
Work closely with other corporate and business unit resources to improve standardization and implement best practices
Complete ad hoc analyses and support projects related to National Accounts
Assist in the development and analysis of client metrics, measures, and KPIs that result in greater financial visibility and accountability
Adhere to finance policies, procedures and internal controls
Ability to effectively communicate verbally and in writing throughout all levels of the company
Education
Minimum - BS/BA Degree in Accounting / Finance
Preferred - Candidates with a MBA and / or CPA (active or inactive)
Work Experience
2-4 years of experience in public accounting (“Big 4” or regional) or private industry
Supply chain, distribution, inventory, and/or logistics experience is preferred
Desired Skills and Experience
Strong knowledge of US GAAP and general accounting
Experience in general ledger accounting and reporting
Transaction oriented with detailed understanding of financial process flows
ERP general ledger experience preferred (JD Edwards 9.0)
Proficient with Microsoft Office applications with an emphasis on Excel and PowerPoint
Self-motivated and results-oriented
Ability to work effectively in a team environment
Strong problem solving and analytical skills
Other
Position is headquartered in RIDC Park, Pittsburgh, PA at Armada Supply Chain Solutions corporate headquarters
Occasional and infrequent business travel to operational sites and/or client's offices may occur
**About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
**Position Summary:**
We are seeking an Entry Level Financial/Accounting Analyst to join a nationally recognized financial services firm with a strong presence in the Mid-Atlantic region. This hybrid consulting opportunity is ideal for recent graduates or junior professionals looking to gain hands-on financial and accounting experience in a dynamic corporate setting.
_This is a hybrid role - working on-site 3 days/week in Wayne, PA._
**Essential Duties:**
· Research and process the company and client financial data.
· Reconcile accounts and prepare financial reports.
· Analyze financial information for accuracy and insights.
· Assist with AP processing and journal entries.
· Review vendor statements and aging reports.
· Input customer transactions into financial systems.
· Provide internal customer support across departments.
**Qualifications:**
· Bachelor's degree in Accounting, Finance, or a Business-related field.
· 1-2 years of accounting or finance internship/corporate experience.
· Proficiency in Microsoft Word and Excel.
**Skills and Job-Specific Competencies:**
· Strong written and verbal communication skills.
· Excellent attention to detail and organizational ability.
· Effective time management and ability to work independently.
· Familiarity with financial systems and reporting tools is preferred.
**Travel Requirements:** No travel will be required, unless at the client's discretion.
**Physical Requirements:** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
**Salary Range:** SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $22 - 25.
**Benefits:** We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
**Inclusion and Diversity Statement:** SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves.
**Privacy:** We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
**Our Recruiter Promise:** Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
### Place of Work
Hybrid
### Requisition ID
47
### Job Type
Contract
### Application Email
***************************
$22-25 hourly Easy Apply 12d ago
Financial Analyst Intern Summer 2026
Westinghouse Nuclear 4.6
Senior finance analyst job in Madison, PA
Are you interested in being part of an innovative team that supports Westinghouse's mission to provide clean energy solutions? At Westinghouse, we recognize that our employees are our most valuable asset and we seek to identify, attract and recruit the most qualified talent while recognizing and encouraging the value of diversity in the global workplace.
About the role:
As a FinancialAnalyst intern, you will provide support to one of our Financial Planning & Analysis (FP&A) teams either in a corporate or operational setting. This will include help with monthly reporting and analysis and business planning.
You will report to the FP&A Manager and be located at our Cranberry location. This is a paid full-time hybrid position for the summer.
Key Responsibilities:
* Provide support with the closing of the organization monthly books and records
* Prepare reports and analysis of variances following monthly and quarterly close
* Help build detail support schedules and gather planning information to support our annual business plan
* Identify opportunities for process improvements in existing business practices and create standard operating procedures documentation
Qualifications:
* Pursuing a bachelor's degree in accounting, finance, or equivalent
* Minimum GPA of 3.0
* Complete junior year of college
* Relocation assistance not provided
We are committed to transparency and equity in all of our people practices. The hourly rate for this position, which is dependent upon experience, qualifications and skills, is estimated to be $18.70 to $22.69 per hour.
#LI-Hybrid, #LI-Nuclear, #LI-Internship
Why Westinghouse?
Westinghouse Electric Company is the global nuclear energy industry's first choice for safe, clean, and efficient energy solutions. We enable our delivery of this vision by living our value system:
* Safety and Quality
* Integrity and Trust
* Customer Focus and Innovation
* Speed and Passion to Win
* Teamwork and Accountability
While our Global Headquarters are located in Cranberry Township, PA, we have over 11,000 employees working at locations in 19 different countries. You can learn more by visiting
$18.7-22.7 hourly 29d ago
Senior Analyst, Investor Services
Hamilton Lane Incorporated 4.2
Senior finance analyst job in Scranton, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a SeniorAnalyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned; escalate questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 2-4 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
$123k-182k yearly est. Auto-Apply 6d ago
Financial Analyst, Financial Planning & Analysis
Servicelink 4.7
Senior finance analyst job in Moon, PA
Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of FinancialAnalyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.
A DAY IN THE LIFE
In this role, you will…
Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting.
Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting.
Provide analytics necessary to help business leaders manager their business units efficiently.
Provide detailed comparisons and variance analytics Vs baseline financials.
WHO YOU ARE
You possess …
BS/BA degree in Finance/Accounting required.
1 to 3 years of experience in Financial Planning and Analysis.
Strong organizational and decision-making skills.
Exceptional interpersonal/communication and business partnering skills.
Responsibilities
Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability
Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts.
Participate in monthly, quarterly, and yearly budget and forecast development.
Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
Produce ad hoc analysis and reports for executive management team.
Analyze business opportunities, research industry, market and company trends.
Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation.
Participate in the monthly quarterly and quarterly financial close process.
Perform all other duties assigned.
Qualifications
BS/BA degree in Finance/Accounting
1-3 Years of experience in a Financial Planning & Analysis or related role.
Experience in Financial Services preferred.
MS Office Suite; advanced understanding of Excel and modeling (required).
Experience working with large datasets is a plus.
Oracle GL or similar accounting GL understanding.
Experience with a financial reporting tool.
BI experience is a plus (Power BI, SQL, etc.)
We can recommend jobs specifically for you! Click here to get started.
$64k-91k yearly est. Auto-Apply 41d ago
Senior Investment Analyst - Equity
Federated Hermes, Inc.
Senior finance analyst job in Pittsburgh, PA
* Bachelor degree required; MBA or CFA preferred * Minimum of six years of experience as an Equity Analyst required * Experience leading/mentoring junior analysts helpful * Comprehensive, in-depth equity analysis experience in the industrial sector required; Experience in the materials sector helpful
* Excellent research knowledge, analysis and decision-making skills required
* Proven track record of strong performance and proven judgment in the field of securities analysis required
* Broad knowledge of macro/industry data related to the Industrial sector required
* Excellent written and oral communication skills
* Advanced computer skills including Microsoft Word and Excel, Bloomberg/Factset required
MAJOR DUTIES:
* Conduct on-going independent, in-depth and complex research and analysis of equities in the industrial sector and other sectors as needed in order to provide detailed recommendations to the Portfolio Managers.
* Interview management of companies, meet with Wall Street analysts, initiate, perform, and maintain in-depth research and analysis of stocks within the Industrial and Materials sectors as well as other sectors as needed to provide high quality recommendations. The investment analysis will include financial statement analysis, financial modeling, comparable company analysis as well as assessment of industry, currency, political, and macroeconomic trends.
* Utilize analysis to formulate investment ideas and clearly articulate (verbal and written) to portfolio managers for inclusion in portfolios. This includes generating and diligently communicating value-added buy, sell, and hold recommendations in a written and standardized format on individual securities and other information relevant to the portfolio.
* Stay current on industry trends, new technologies, regulatory changes, and company specific issues. Sources include, but not limited to, industry conferences/seminars, industry publications, public documents, trade journals, C-Suite management interviews, and Wall Street analysts.
* Review analyst, company, and industry reports and participate on earnings calls.
* Participate in investment meetings within the firm.
HOURS/LOCATION:
* 8:30 a.m. - 5:00 p.m. (overtime as required)
* Federated Hermes Tower - Pittsburgh, PA 15222
* Hybrid work arrangement
$92k-155k yearly est. 13d ago
Financial Analyst Deductions
Armada 3.9
Senior finance analyst job in Pittsburgh, PA
Exciting News - We're Moving!
As part of our continued growth and our commitment to fostering an exceptional, collaborative work environment, we're thrilled to announce that our office will be relocating to a brand-new building at 2000 Innovation Drive, Wexford PA 15090 at the beginning of this year. In the meantime, hybrid employees will continue working from our current location at RIDC - O'Hara until the transition is complete.
We're excited about this next chapter and look forward to welcoming new team members to our growing organization!
PURPOSE AND OBJECTIVES The Deductions Analyst is responsible for analyzing and resolving customer deductions in a timely and efficient manner, reducing risk to Armada. This position supports Accounts Receivables and sales teams to own the financial integrity of all deduction-related transactions. This role will investigate the existing deductions process to limit and streamline the recovery of future deductions as well as work closely with claims to verify all approved claims have been completed.
EXPECTATIONS AND TASKS
Administrate and enforce deduction management policies
Research deductions or short pays, including overages, shortages, cash discounts, promotional discounts, rebates, product returns, and other claims made by customers
Validate and resolve deductions by collecting check copies, contacting customers for proof of performance and applying them against the payments received and promotion terms
Responsible for the timely, accurate, approved entry and maintenance of trade settlements in management software solutions
Communicate and follow up effectively with cross-functional team members, including Sales, Key Account Managers, Claims and Accounts Receivables
Evaluate existing deductions management processes and propose solutions to improve the capture and resolution of deductions
Escalate deductions as needed to drive aging deductions to resolution
Identify root cause of deductions and coordinate efforts to resolve
Perform other related duties as assigned
Education And Work Experience
Bachelor's Degree • 3+ years of direct experience in related position, e.g., deduction resolution, financial analysis and/or accounting in Consumer Products trade promotions
Knowledge of ERP, including JDE or Oracle (SAP TPM)
Advanced proficiency in MS Excel
Excellent verbal and written communication skills