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Trout CPA jobs in Lancaster, PA

- 4853 jobs
  • Manager, Client Accounting Services, Professional Services & Small Business Healthcare

    Trout CPA 3.9company rating

    Trout CPA job in Lancaster, PA

    Job DescriptionDescription: Tout CPA, a full-service certified public accounting firm, is seeking an experience Manager in our Client Accounting Services department. This role is a leadership position accountable for managing the activities of accounting staff and is responsible for budgets, forecasts, analytics, and developing KPIs, while providing insight and making recommendations to clients. The ideal candidate will be a strong individual contributor and team leader, while providing exceptional outsourced controllership and advisory services as well as strategic direction to various clients. Key Responsibilities Preparation of complex key performance indicators (KPIs) and other management reports Assist with establishing and maintaining standardized accounting procedures and processes Produce all relevant financial statement reports on monthly and annual basis Oversee accounting/bookkeeping duties for a portfolio of small/medium businesses with accuracy under possible tight deadlines (A/P, A/R, bank transactions, payroll entries, month end journals) Act as client liaison and communicate directly with clients as part of bookkeeping and accounts preparation process. Build and maintain client relationships focused on excellent customer service. Performs other related duties as assigned. Requirements: Five (5) or more years of Accounting Management or Controller level experience Bachelor's degree in Accounting or related field CPA or CMA license highly recommended but not required Expert working knowledge of QuickBooks Online (QBO) and/or Sage Intacct accounting software package. Strong technical skills including the ability to effectively utilize technology and the commitment to learning in a technology environment Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive team environment
    $97k-142k yearly est. 18d ago
  • Estate & Trust Tax Specialist

    Trout CPA 3.9company rating

    Trout CPA job in Lancaster, PA

    Job DescriptionDescription: Trout CPA, a full-service public accounting firm, is seeking an Estate & Trust Tax Specialist in its Tax Department. This individual will participate in individual, fiduciary and estate planning through tax filings. They will work directly with the clients and Individual and Fiduciary firm leadership to ensure all client services needs are met. Responsibilities Prepare individual and fiduciary income tax returns, and estate and gift tax returns, including Form 706, 1041 and other relevant forms. Research and analyze tax laws and regulations to ensure compliance. Collaborate on the development of client specific tax planning strategies, including strategies for gifting, charitable contributions, and fiduciary distributions. Assist with estate administration. Work closely with other tax professionals and team members to ensure seamless delivery of services to clients. Stay up-to-date on tax law changes and industry trends through continuing education and professional development activities. Manage workflow, complete tasks daily, ensure deadlines are met, and work is completed accurately Requirements: Bachelor's degree 1 - 5 years of experience in estate and trust accounting and administration and/or personal and fiduciary income tax preparation Attention to detail and accuracy Exceptional written communication skills Ability to work effectively, efficiently, and collaboratively with other team members
    $59k-79k yearly est. 12d ago
  • Associate Project Manager

    First American Industries, Inc. 4.7company rating

    Pittsburgh, PA job

    First American Industries, Inc. is a full-service mechanical contractor serving commercial and industrial clients. Since 2011, the company has provided a comprehensive range of HVAC and plumbing services to clients in western Pennsylvania and Northern West Virginia. As a family-owned company, First American Industries instills strong family values into their relationships with employees, clients, and the community. Role Description This is an on-site, full-time role for an Associate Project Manager located in Pittsburgh, PA. An Associate Project Manager supports the Project Manager in delivering commercial plumbing and HVAC projects from preconstruction through closeout. This role helps coordinate field and office activities to ensure work is completed safely, on schedule, within budget, and per contract documents. Key Responsibilities Assist with planning and tracking project schedules, manpower, material deliveries, and equipment needs. Coordinate daily activities with foremen, field crews, general contractors, and other trades. Prepare and maintain project documentation: RFIs, submittals, shop drawings, meeting minutes, and logs. Help review mechanical and plumbing drawings, specifications, and addenda; maintain current plan sets. Assist with take-offs and pricing for plumbing/HVAC scopes; support change order preparation and tracking. Help with procurement of pipe, fittings, equipment (RTUs, boilers, AHUs, pumps, fixtures, etc.) and other long-lead items. Support review of subcontractor and vendor quotes, POs, and invoices for accuracy. Visit job sites to monitor installation progress and quality; help resolve coordination issues in the field. Assist with coordination/BIM efforts (if applicable) to resolve clashes with structure and other trades. Support safety compliance and company safety policies in conjunction with foremen and the Safety team. Assist with punch lists, start-up coordination, commissioning support, as-builts, O&M manuals, and closeout Qualifications Experience with Office Equipment and Software Strong Communication skills Excellent organizational skills and attention to detail is vital Ability to work independently and manage multiple tasks High school diploma or equivalent; further education or certification is a plus
    $52k-91k yearly est. 19h ago
  • Sourcing Specialist

    Omega 4.1company rating

    Kutztown, PA job

    Job Title: Material Sourcing Specialist Salary: $75,000 per annum + Comprehensive Benefits About the Company I am working on behalf of my UK based client who are looking to develop their US based presence. We are looking for an experienced Sourcing specialist to help establish our global US supplier base working closely with Procurement Manager in the UK. About the Role The successful candidate will work to define sourcing strategies for a range of commodities, and will be responsible for the identification, introduction and formal approval of suitable supply chains to meet local territory needs assessing capability, capacity, risk and cost. Responsibilities Support the development of global procurement strategies in the defined territory. Supplier identification, selection and approval activities including negotiation of commercial agreements and completion of quality audits. Technical discussions with Suppliers and design office to ensure specifications are fully understood prior to manufacture. Gain understanding of supplier capability to achieve specifications utilizing suitable quality tools and techniques. Supplier Management to ensure delivery, quality and cost commitments are repeatably achieved. Implement supplier improvement plans where required. Identify supply chain risk and ensure adequate measures are implemented to mitigate risks identified. Drive improvement utilizing lean methodologies, ensuring supplier compliance, driving systematic problem solving and process improvements plan to deliver value. Completion of daily procurement transactions such as order placement, expediting, quality issue resolution and clearance of payment queries. Provide leadership during investigations of technical and commercial issues to a successful conclusion. Ensure that all corporate and company compliance requirements and policies are followed, together with local legislation. Ensure that necessary controls are in place and utilized. The position requires both domestic and international travel, though mainly domestic. QUALITY FOR BASIC INSPECTION. You may also be required to undertake additional tasks or duties from time to time and which are reasonably within your capabilities. Qualifications Proficiency in English (both written and verbal) Excellent communication skills with local suppliers and internal Management. Proficiency in Microsoft Office Suite. Ability to read and interpret technical specifications in order to determine appropriate manufacturing methods of complex machined and fabricated parts. Broad understanding of a range of commodities including machined parts, simple and complex fabrications, transmission products, Electronics and linear drive products. Analytical, detailed, and accurate individual with skill in work planning and problem-solving. Experience and capability to conduct all aspects of supplier identification, qualification, and supply chain performance management. Strong business-acumen Ability to plan and think strategically. Self-motivated and team oriented. Familiar with U.S. and E.U. guidelines and regulations for conducting business. Highest level of integrity and ethics Planning and prioritizing activities Goal oriented. Excellent time management and organizational skills. Equally effective working independently as with others through respect, diplomacy, and cooperation. What we can offer They offer an attractive salary and benefits package They offer job security and stability, as they have a sustainable client base. They promote a positive, approachable and welcoming culture throughout the company. For further details, please contact Paul Furlong by email on ******************************** - or by phone on + 44 1453 829 789. Omega Resource Group is acting as an Employment Agency in relation to this vacancy Omega Resource Group is an employment agency specialising in opportunities at all levels within the Engineering, Aerospace, Automotive, Electronics, Defence, Scientific, Oil & Gas, Construction and Manufacturing sectors. Candidates who are currently a Supply Chain Lead, Sourcing Lead or Materials planner may be suitable for this position For details of other opportunities available within your chosen field please visit our website ***********************
    $75k yearly 19h ago
  • Senior Systems Engineer

    CIFC Asset Management 4.7company rating

    Radnor, PA job

    Founded in 2005, CIFC Asset Management LLC (including its affiliates, “CIFC”) is a global credit manager focused across multiple disciplines - CLOs, structured credit, corporate credit, opportunistic credit, and direct lending. Serving institutional investors globally, CIFC is a SEC-registered investment manager with approximately $47 billion in assets under management as of May 31, 2024. For more information, please visit ******************** POSITION OVERVIEW The Sr. Systems Engineer will play a critical role in designing, implementing, and maintaining CIFC's core infrastructure systems to ensure high availability, security, and scalability. Reporting to the Co-Heads of Infrastructure, this individual will work closely with IT leadership and cross-functional teams to support business operations and strategic initiatives. The role requires 4 days per week in the office (subject to change) and demands a proactive, detail-oriented professional with deep technical expertise and strong problem-solving skills. KEY RESPONSIBILITIES Design, implement, and maintain enterprise infrastructure leveraging Microsoft Azure, Windows Server, and Active Directory. Administer and optimize on-premises and cloud environments for performance, reliability, and scalability. Ensure security compliance through identity management, patching, and adherence to regulatory standards. Develop automation scripts and workflows using PowerShell to streamline operational tasks. Monitor system performance, configure alerts, and respond promptly to incidents to minimize downtime. Maintain and enhance ITSM platform for service delivery and meeting SLA targets. Collaborate with cross-functional teams and vendors to support infrastructure projects and initiatives. Maintain global knowledgebase, configurations, and operational procedures. Lead assigned infrastructure projects from planning through execution, ensuring alignment with business objectives. Support end-user requests to ensure business productivity. Work with vendors and partners on collaborative projects. SKILLS, EXPERIENCE & ATTRIBUTES REQUIRED Bachelor's degree in Information Technology or related field Advanced Certifications (e.g., Microsoft Certified: Azure Administrator, VMWare Cisco, Citrix, etc.) are strongly preferred Strong experience with Microsoft Azure, Office 365 Administration, Windows Server, Active Directory, Group Policy, DNS/DHCP, and virtualization technologies (Azure/Hyper-V). Preferred experience (is a plus) with Microsoft Defender, Azure Sentinel, MSSQL management, enterprise firewalls, Azure DevOps management, Kubernetes management Familiarity with cloud networking, identity and access management, and hybrid environments. Knowledge of Zero Trust architecture, endpoint security, and disaster recovery planning. Excellent communication and collaboration skills; ability to work independently and in a team environment. Strong analytical and troubleshooting abilities with a proactive approach to problem-solving. Proficiency in PowerShell scripting, automation, and monitoring tools (e.g., Azure Monitor, PRTG). Featured Benefits Medical, Vision, and Dental insurance 401(k) with company match Paid maternity and paternity leave Tuition assistance Disability insurance Flexible spending accounts
    $90k-114k yearly est. 3d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Wyomissing, PA job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $70k-127k yearly est. Easy Apply 60d+ ago
  • Independent Risk Advisor

    Farm Credit Services of America 4.7company rating

    Mechanicsburg, PA job

    Job Title: Independent Risk Advisor Compensation: $250.00/hour Contract Type: 1099 Independent Contractor Recruiting Timeline: This position will have an extended recruiting timeline, targeting late December or January for interviews. Horizon Farm Credit is seeking an accomplished and highly experienced professional to serve as an Independent Risk Advisor to its Board of Directors Risk Committee. This consultant will act as an external resource, enhancing the Committee's oversight and governance effectiveness through expert guidance and strategic insight. Role Overview The Independent Risk Advisor will support the Risk Committee in making sound, informed decisions that align with Horizon Farm Credit's mission and risk appetite. This is a part-time, advisory role requiring approximately 75-100 hours annually. Key Responsibilities Virtually attend at least 10 committee meetings per year, with potential for additional board or ad hoc meetings. Serve as a sounding board for the Committee Chair and members, offering high-level guidance, mentoring, and education in risk management. Review and provide input on relevant materials prior to meetings. Be available for ad hoc consultation with the Risk Chair outside of scheduled meetings. Maintain a working understanding of Horizon Farm Credit's operations to ensure contextually informed advice. Required Qualifications Bachelor's degree in Accounting, Finance, or Business with a focus on Risk Management. Extensive real-world experience in risk management, ideally as a former Chief Risk Officer or equivalent role within a financial institution. Financial industry experience is required; familiarity with the Farm Credit System is a plus. Must be independent and not currently employed in a similar advisory capacity to avoid conflicts of interest. Engagement Details: Program Duration: One year term from date of engagement. Meeting Cadence: 10 committee meetings per year, typically held on the last Wednesday of the month, but could be subject to change. Meetings are all held in EST. Attendance: Virtual attendance is requested for committee meetings. The interview process will be in person.
    $78k-111k yearly est. Auto-Apply 34d ago
  • Asset Management Analyst

    Preit 4.0company rating

    Philadelphia, PA job

    Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance
    $66k-81k yearly est. 1d ago
  • Executive Assistant - Part Time

    RKL 3.6company rating

    Lancaster, PA job

    The Executive Assistant is a key contributor to the firm's success and a resource to Partners of the firm who may need additional administrative and client support. In providing executive support they are tasked to work independently on various client projects and ensure action items are followed up on.Success FactorsResponsibilities Assist in facilitating client contact for Partners as needed (e.g. conference call scheduling, action item follow up, providing updates to client regarding engagement status etc) Coordinate and schedule all supporting Partner meetings (internal and external) Communicate changes in estimated payments and billing to all parties involved (internal and external) Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests and other firm functions Reconcile, code and organize credit card expenses Draft and/or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence and content Provide general administrative office support as needed, including answering and routing incoming calls, processing daily outgoing mail, assisting with marketing mailings, filing, welcoming visitors and providing strong customer service/hospitality Respond to telephone inquiries, take and relay messages, interface consistently with clients and staff in various offices, while exercising significant discretion, confidentiality and judgement Prepare memos, correspondence, reports, meeting minutes, presentations and other materials Coordinate executive outreach and external relations efforts, while overseeing special projects Work independently on projects assigned by Partners, from conception to completion, coordinating with other departments as needed Manage phone calls and email, including prompt responses to executive team's queries Coordinate travel arrangements for Partners by developing schedules and agendas, booking travel, arranging ground transportation, securing lodging and meeting space Coordinate firm client events and sponsoring opportunities Provide reception support when needed, including mailings, phone coverage, meeting room organization/set up Other duties as assigned People Management/Relationships Takes initiative to be a team player (seeks out opportunities to help others) Treats everyone with respect Develops loyalty and trust with team Successfully adapts to different personalities and working styles Proactively and effectively communicates information regarding status issues to team members Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize work accordingly Excellent relationship management and customer service skills Excellent verbal and written communication skills with strong client service focus and presentation Excellent attention to detail with the ability to manage multiple projects and adapt to different personalities Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications Associate's degree or commensurate experience 5+ years' experience in an administrative function supporting executive levels Experience with event management, coordination of regular group meetings and daily calendar management Ability to format information as requested in Word, Excel, PowerPoint and leverage internal systems Tech-savvy with ability to resolve problems/find solutions by contacting subject matter experts Prior financial or professional services industry knowledge preferred Proficient in Microsoft Office suite (Excel, Outlook, Word) Work Conditions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external clients as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to other Firm office locations as needed, overnight travel may be This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $20.00 - $30.00
    $20-30 hourly Auto-Apply 60d+ ago
  • Licensed Covert Surveillance Investigator - Part Time - Harrisburg, PA

    Meridian Bank 4.6company rating

    Harrisburg, PA job

    JOB PURPOSE Conduct covert field surveillance with an emphasis on worker's compensation fraud and insurance fraud. DUTIES AND RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Conduct covert field surveillance via both stationary and mobile surveillance. Obtain professional quality video and photographic documentation of subjects. Prepare and file comprehensive investigative reports using the information that was collected from surveillance investigations. Upload video, photographs, audio files, and documents into the case management system. Conduct scene investigations, interviews, recorded statements, etc. Prepare written and recorded Statements from in-person interviews. Provide legal testimony. Other duties as assigned Requirements SKILLS AND QUALIFICATIONS Minimum two years experience working as an investigator. Ability to conduct covert field surveillance assignments. Ability to communicate effectively, both orally and in writing. Ability to gather data, compile information, and prepare reports. Ability to provide legal depositions and testimony. Ability to gather and organize evidence. Ability to investigate and analyze information. Knowledge of legal documentation procedures and requirements. LICENSES /CERTIFICATIONS REQUIREMENTS Valid state-issued driver's license. Current auto insurance. MUST possess a Private Investigator license in the state where work is performed. REQUIRED EQUIPMENT A reliable vehicle. Smartphone with access to the app store. Android OS7 or higher, Apple iOS 11 or higher. Laptop computer with Microsoft Word, Windows, and wireless Internet connection. Digital video camera with upload capability and accurate time and date stamp. Covert camera. WORKING CONDITIONS As an hourly, non-exempt status employee, your job may require extended work hours and significant work travel. This includes occasional overnight travel, weekend and/or evening work, and working on holidays. The worker is subject to inside environmental conditions: Protection from weather conditions but not necessarily from temperature changes. The worker is subject to outside environmental conditions: No effective protection from weather. The worker is subject to both environmental conditions: Activities occur inside and outside. PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk and hear. The employee is frequently required to stand, walk, stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work involves individuals to stay seated/sedentary for long periods of time. Work involves moderate exposure to unusual elements, such as extreme temperatures, exposure to the sun, and various days and hours of scheduled work. Salary Description Up to $30.00 per hour based on experience
    $30 hourly 60d+ ago
  • Vice President of Manufacturing Operations, Energy Solutions & Services

    Eaton Corporation 4.7company rating

    Moon, PA job

    Reporting to the President of Energy Services and Solutions Group, the Vice President of Operations will lead Manufacturing, Continuous Improvement, and Industry 4.0 Initiatives. You will develop and execute short and long-term plans to achieve the key operational objectives and annual profit plan for the business, impacting nearly $4.6B revenue. You will have the opportunity to lead 5 divisions including 15 manufacturing plants cross the US and Mexico with a focus on business growth, technological transformation, and delivering an exceptional customer experience. Essential Functions: * Develop and lead initiatives in alignment with the strategic plan and annual profit plan objectives to drive operational performance and financial results. * Establish objectives and track key performance indicators across the organization. Ensure prompt and accurate reporting systems on all aspects of operations, leveraging EPM and Balanced Score Card. * Drive the manufacturing strategy for the Group and divisions optimizing capacity utilization through footprint strategy for sites and key manufacturing technologies * Proactively champion Operations focused on Environmental, Health & Safety (EHS), driving a zero-incident culture. * Lead and support implementation of the Operating for Growth (O4G) transformation for the Manufacturing/OPEX workstream. Partner cross functionally with transformation teams to support Group sites evolving to cost centers * Create a culture of exceeding customer expectations, ensuring that the organization is highly responsive to customer needs and issues. * Continuously improve operations through alignment with the Eaton Business System with a strong focus on driving a Lean Culture, drive technology enablement and I-4.0 strategy, implementation, and execution. * Drive change through improved organizational capability, ensuring motivation and retention of a high-performance management team and workforce. * Demonstrate a leadership style that perpetuates the Eaton Leadership Model and the Eaton Code of Ethics. Qualifications and Experience * Bachelor's degree required; MBA preferred. * 15+ years' experience with progressive levels of responsibility in Manufacturing, Supply Chain, OPEX for a global manufacturing leader in a similar scope/scale role. * Plant manager and multi-site management experience * Demonstrated success in driving zero incident culture, with employee ownership of EHS. * Knowledge and experience with multiple ERPs and conversions preferred. * Proven track record in building high performance teams, leading cross-functionally, developing and retaining employees, and driving organizational change. * Knowledge of current technologies in manufacturing (assembly and fabrication), engineering, materials management/inventory control, distribution and logistics, purchasing, quality assurance systems processes and practices. * Strong financial and business acumen; prior profit and loss responsibility required. * Track record of successful leadership, performance results, organizational development, and operational improvement. The expected annual salary range for this role is $236,997.00 - $ 347,595.60 a year. This position is also eligible for a variable compensation compenent. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. The application window for this position is anticipated to close on 8/13/2026. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $237k-347.6k yearly 1d ago
  • Accountant II - Finance - Full Time

    Guthrie 3.3company rating

    Sayre, PA job

    Under the direction of the Senior Accountant, Accountant II is responsible for coaching the Accountant I and reporting to the Senior Accountant. The Accountant II will be involved in the daily accounting activities, monthly close activities, journal entries, and assist in financial reporting. The Accountant II will collaborate and work interdependently with other members of the Finance Department and Operations Partner, as needed. Education, License & Cert: A Baccalaureate Degree or degree from an accredited college or university; OR An Associate Degree from an accredited college or university and a minimum of eight years of work experience; OR A satisfactory combination of education, training, and experience Experience: Two to three years of account reconciliation experience and one year of general accounting work is required along with the ability to work independently. Experience in the healthcare industry or a not‐for profit business is preferred as well as working knowledge of healthcare operations, month end closing processes, and cost allocations. Familiarity with PeopleSoft/Oracle and EPIC is a plus and a strong working knowledge of Excel and Word is required. Report writer experience is helpful. Essential Functions: Prepares moderately complex monthly journal entries, account reconciliations and financial statement analyses to be reviewed by the Senior Accountant. 10. Adheres to Service Level Agreement (SLA) with Entity Financial Leadership. Completes compilation of the Entity Financial Report Packages deliverable to Entity Financial Managers with accuracy and completeness as well as compilations and analyses of financial and statistical reports as needed for various Finance functions (i.e. tax, cost reporting, etc.) Monitors and analyzes moderately complex departmental and budgetary variances and completes reports for management. Gathers and reviews census and other statistical data used in various financial and statistical reports compiled by the Finance Department. Provides training, coaching and backup assistance to other Accounting I function team members, as needed. Works with external auditors in connection with the year‐end audit process. Completes Balance Sheet reconciliation and Expense variance research as needed to support accounting function and leadership. Participates in departmental year‐end count of physical inventory and tasks assigned by leadership. Support the Financial Operations, Budgeting and Decision Support Departments within Finance with accounting schedules and support, as needed. Other Duties: Must be adept at working with detailed financial data and statistics and maintain good communication skills with Senior Accountant and Accountant I. Meets deadlines and completes work thoroughly and accurately. Participates in committees and projects as assigned. Performs other duties as assigned. About Us Joining the Guthrie team allows you to become a part of a tradition of excellence in health care. In all areas and at all levels of Guthrie, you'll find staff members who have committed themselves to serving the community. The Guthrie Clinic is an Equal Opportunity Employer. The Guthrie Clinic is a non-profit, integrated, practicing physician-led organization in the Twin Tiers of New York and Pennsylvania. Our multi-specialty group practice of more than 500 physicians and 302 advanced practice providers offers 47 specialties through a regional office network providing primary and specialty care in 22 communities. Guthrie Medical Education Programs include General Surgery, Internal Medicine, Emergency Medicine, Family Medicine, Anesthesiology and Orthopedic Surgery Residency, as well as Cardiovascular, Gastroenterology and Pulmonary Critical Care Fellowship programs. Guthrie is also a clinical campus for the Geisinger Commonwealth School of Medicine.
    $47k-64k yearly est. 3d ago
  • Operational Risk Analyst

    First National Bank (FNB Corp 3.7company rating

    Pittsburgh, PA job

    Primary Office Location: 100 Federal Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Operational Risk Analyst Business Unit: Operations Reports to: Manager of Operational Risk This position will be a member of a critical team of Operational Risk Analysts who are the front-line partners supporting lines of business across the bank and ensuring they meet the obligations defined under Risk Control Self Assessments (RCSA). The position will collaborate closely with the business owners and the second-line business partners to ensure compliance with the requirements defined by Heightened Standards including ensuring risks are identified, documented, assessed, and mitigated effectively. Primary Responsibilities: Ensure proper execution of RCSA processes in a timely fashion. Work with business units to validate risk assessments, identify Risk Trigger events (e.g. new products or material changes to process/procedures) and implement appropriate control measures. Support the resolution of self/management-identified issues, regulatory findings, and audit observations. Ensure action plans that remediate risk and compliance gaps are executed in a timely manner. Assists various business lines through education and training on the risk management framework requirements and related policies, procedures, processes, and practices. Collaborates with management, peers and personnel to foster a strong risk culture, promote first-line risk ownership, and build connections with other risk teams and partner functions for cross-business initiatives. Supports issue management, product changes, and business transformations. 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 communication skills, both written and verbal Detail-oriented Ability to work and multi-task in a fast paced environment Excellent project management skills Excellent organizational, analytical and interpersonal skills Candidate must have expert knowledge with respect to risk issues that face by banking business owners Relevant experience in Risk and Controls within a banking environment 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.
    $56k-62k yearly est. Auto-Apply 37d ago
  • Retirement Service Consultant

    Ascensus 4.3company rating

    Dreher, PA job

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. We are hiring entry level through senior level associates so all experience levels are encouraged to apply. Essential Duties and Responsibilities: * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings * Consistently provide a high level of consultative proactive client service in a professional manner. * Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues. * Ensure inquires and issues are resolved and service levels are met. * Provide thorough, high quality research, problem solving and issue resolution * Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. * Participates in creating a strategy with Relationship manger to ensure client retention. * Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy. * Assist in the management of vendor relationships on behalf of clients and partner. * Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. * Achieve individual and team goals for service levels, growth and retention for assigned book of business. * Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. * Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients. * Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience. * Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. * Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). * Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. * Educate client regarding plan features, product capabilities or Ascensus functionality and process. * Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. * Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise. * Provide training to members of team as opportunities arise. * Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: * Bachelor's degree or equivalent work experience. * Direct client experience and Retirement Services industry experience or thorough knowledge preferred * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. * Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. * Excellent presentation skills, business etiquette, client service skills and time management. * Demonstrated professionalism in all aspects of the role. * Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. * Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. * Excellent analytical and problem resolution skills. * Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Ability to work in a team environment to ensure common goal of providing exceptional client service. * Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. * Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Ability to work extended hours to meet business needs as required. * Quality focus with attention to detail. * Handle other essential tasks as assigned. The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $40k-80k yearly 41d ago
  • Academic and Faculty Coordinator (ESL)

    ESL Federal Credit Union 4.5company rating

    Bryn Athyn, PA job

    We provide English as a Second Language (ESL) education to adult students and seek a hardworking, dynamic and dedicated individual to oversee our faculty curriculum and the program. Compensation is $38,000-$45,000 (salary commensurate with education and experience). Job Description Our classes are organized, energetic, and deliver a well-rounded ESL curriculum to our students. Candidate must possess experience, enthusiasm, and a dedication to an ESL education. Candidates will be expected to both work independently and to be part of the team of faculty at our school. The person must be a self-starter and able to prioritize and to handle multiple tasks concurrently. Experience with curriculum development and alignment is a plus. Candidate must be able to work on a schedule and complete assignments by a deadline. Please email your resume, desired start date, and expected compensation requirement. Qualifications • Master's degree or higher in Education, TESOL, or related fields. If Master's degree is not in ESL or a closely related field, such as applied linguistics or foreign language pedagogy, candidate must have specific knowledge base that includes , at a minimum, the following subject matter: language teaching methodology, the nature of language/languages, the structure of English, second language acquisition, intercultural communication, practicum experience. • Experience in teaching English as a Second Language required. • Management experience a plus. • Experience in teaching overseas a plus. • Strong written and communication skills required. • Ability to implement, lead, and manage the program, curriculum, staff, policy and procedural changes. • Experience with curriculum development a plus. • Ability to work independently and as a part of a team. • Ability to use a computer and MS Office applications required. Additional Information All your information will be kept confidential according to EEO guidelines.
    $38k-45k yearly 9h ago
  • Director of Consumer Loan Operations

    First National Bank (FNB Corp 3.7company rating

    Pittsburgh, PA job

    Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Director of Consumer Loan Operations Business Unit: Operations Reports to: Director of Loan Operations Position Overview: The Director of Consumer Loan Operations will lead the strategic direction, execution, and oversight of all operational functions supporting the bank's consumer lending portfolio. This includes Home Equity, Credit Card, Unsecured Personal Loans, Direct Auto, and Indirect Auto Lending. The ideal candidate is seasoned possessing deep domain expertise in consumer lending and a proven track record of developing high-performing teams across multiple operational levels. Primary Responsibilities: Strategic Leadership and Execution: Develop, refine and execute operational strategies aligned with the bank's consumer lending growth objectives through partnering with senior leaders to shape operational policies, risk frameworks, and service delivery models. Operational Oversight: Lead all aspects of consumer loan operations including origination support, booking, and servicing for all product lines. People Development and Management: Lead, mentor, and develop a diverse team across multiple levels, including managers, analysts, and servicing specialists while fostering a culture of accountability, continuous improvement, and individual professional growth. Process Optimization and Transformation: Drive automation and digital transformation initiative to enhance the overall operational efficiency and customer experience through collaboration with IT, Product, and LOB to implement scalable processes and technology. Risk and Compliance: Ensure adherence to all regulatory requirements including OCC, CFPB, FCRA, and UDAAP by maintaining robust internal controls and audit readiness across all operational functions. 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: 10 Skills Required to Perform the Primary Responsibilities of this Position: Excellent communication skills, both written and verbal Excellent management skills Excellent organizational, analytical and interpersonal skills Ability to work and multi-task in a fast paced environment Basic and complex loan structure and document experience including taxes, flood and insurance 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.
    $28k-32k yearly est. Auto-Apply 38d ago
  • Teller Manager - Media PA (Full Time)

    TD Bank 4.5company rating

    Media, PA job

    Media, Pennsylvania, United States of America **Hours:** 40 **Pay Details:** $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Teller Manager leads a team of service colleagues promoting a positive customer and colleague experience and provides day-to-day team leadership, and work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining compliance and regulatory guidelines. The role will lead, coach and develop colleagues toward achieving overall store results to include operational excellence, store advice and referral goals, and personal development objectives. **Depth & Scope:** + Leads and supports a team of service colleagues in achievement of a positive customer and colleague experience and provides day-to-day team leadership, work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining operational compliance in store cash controls and procedures as well as regulatory guidelines + Leads all activities related to the Teller line from Operations to sales and servicing; including Teller Coaching and performing effective lobby leadership + Leads a team in completing day-to-day processes/transactions/activities, involving multiple steps and systems + Requires knowledge and understanding of a range of products and services, processes and systems in a set of focus areas, where transactions could be characterized by low to moderate risk + Responsible for Vault Management, including the auditing, reporting, and balancing of the Store Currency and transactions. Manages the Store currency levels, tracks currency shipments and deliveries. + Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety + Engages Customers, assesses needs, responds by providing service(s) or guidance + Closely monitors workflows, prioritizing tasks and delegating duties and responsibilities and work focus time horizon is generally short term + Coaches Teller team on financial transactions, customer experience, effective referral opportunities + Plans, organizes and coordinates the activities for own area and resolves operational issues + Manages team requiring workforce to decision on acceptable level of risk - specifically low risk potential (loss/reputational) transactions and/or requests + Provides decision making authority of issues managed generally limited to non-standard issues or exceptions + Provides leadership on day to-day issues on the Teller line, determining the most appropriate course of action for resolution, or escalates as required + Leads by example and coaches Teller team on achieving individual performance metrics + Partners with Store Leadership to achieve both store and individual performance metrics + Ensures accurate use of all equipment by staff **Education & Experience:** + Undergraduate degree preferred and/or + 2+ years of relevant experience + Excellent organization, interpersonal and communication skills + Sound judgment in decision making and problem solving + Demonstrated knowledge of Banking Compliance Regulations **Customer Accountabilities:** + Shared accountability with Store Leaders for Lobby Leadership + Acts as a contributor in achieving an overall Legendary Customer experience in the Store + Leads, coaches, and proactively models exceptional service at every customer interaction in the lobby and on the frontline + Responsible for maintaining optimal colleague scheduling to ensure customer demands and compliance requirements are met + Supports and coaches frontline colleagues on effective customer complaint resolution + Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements + Leads the execution of the Store LEI plan/objectives; supports the execution of the Store advice plan/objectives + Leads and coaches frontline team on advice giving strategies and overall product and services acumen + Leads and coaches on advice delivery to improve the customer experience and overall profitability of the Bank + Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs + Ownership/oversight of simple to complex daily Store administrative duties + Decisions more advanced teller transactions as well as processes teller transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures **Shareholder Accountabilities:** + Manages the service team promoting a positive customer and colleague experience + Leads and develops a team of service colleagues, provides coaching on delivering effective customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall customer experience + Responsible for cash control of the store. Leads and enforces proper cash control procedures to bolster security and eliminate fraud and cash loss + Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers senior service team to act as a point of escalation for customer concerns, and takes personal ownership when concerns cannot be managed at junior levels + Contributes to the execution and achievement of the team and the Store's customer experience targets by coaching/modeling appropriate attributes and behaviors + May assist Regional Operational Officers in audits and various operational reviews **Employee/Team Accountabilities:** + Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues + Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner + Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding customer interactions, products and services, etc.) + Manages colleagues in compliance of all policies, procedures and guidelines + Supports, mentors and coaches team members in their professional development + Creates and fosters a cohesive team and promotes a strong colleague experience + Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams + Onboards team members to ensure a positive experience and proficiency in role + Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes + Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives + Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives + Acts as a brand champion for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Occasional Standing - Continuous Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $24-33.5 hourly 21d ago
  • 2026 Summer Intern - Investment Consulting Group

    The Hartford 4.5company rating

    Wayne, PA job

    Student Intern - HHSIAE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Investment Consulting Group (ICG) at Hartford Funds serves as a center of excellence for investment expertise, delivering insightful analysis, education, and thought leadership to both internal stakeholders and external clients. As an intern within ICG, you'll collaborate closely with our distribution teams to support asset growth and elevate client service. This role offers a unique opportunity to work cross-functionally with professionals in Investments, Sales, Compliance, and Marketing. You'll leverage industry tools and data to contribute to research and content development across Hartford Funds' full product suite. This internship provides hands-on exposure to key disciplines including performance measurement, asset allocation, product lifecycle management, and competitive analysis. Key Responsibilities: Generate investment reports and research using FactSet and Morningstar to support product positioning, performance analysis, and competitive insights. Participate in team meetings focused on due diligence, research initiatives, and data analytics. Contribute to the ongoing development of HEART (Hartford Enhanced Analytics and Risk Tool), a key resource for portfolio construction conversations with financial professionals. Collaborate with Compliance, Marketing, and Sales on strategic distribution initiatives. Support ad hoc projects and team needs as assigned. Qualifications: Currently enrolled in a college program, majoring in Business, Finance, or Economics Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint preferred Ability to manage multiple projects and meet deadlines Familiarity with mutual funds and exchange-traded funds (ETFs) and separately managed account (SMA's) preferred Strong interest in financial markets and investment strategy Self-motivated with a desire to learn and contribute Team-oriented mindset with a willingness to take initiative Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: - Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $77k-115k yearly est. Auto-Apply 60d+ ago
  • Revenue Enablement Director

    Blueconic 3.8company rating

    Philadelphia, PA job

    At BlueConic, we're building more than software - we're building the Customer Growth Engine that helps brands accelerate growth by unifying, activating, and optimizing first-party data. Our platform fuels personalized experiences and measurable outcomes for marketers, growth leaders, and data-driven innovators. Now, we're ready to turn that same growth engine inward. We're hiring our Revenue Enablement Director - a strategic architect who will empower our go-to-market teams to perform at their highest level. You'll design the frameworks, systems, and culture that help our revenue organization operate like a growth engine of its own: aligned, efficient, insight-driven, and obsessed with customer success. Your Mission To build and continuously optimize the enablement engine that powers BlueConic's revenue performance. You'll partner with leaders across Revenue, Marketing, and Product to ensure every customer-facing team member - from New Business to Expansion to Customer Success - has the skills, knowledge, and tools to win. What You'll Do Engineer the Revenue Enablement Engine: Design and operationalize a data-driven enablement strategy that accelerates every stage of the customer lifecycle - from prospecting to renewal - aligned with BlueConic's growth objectives. Drive Measurable Impact: Define and track performance metrics that connect enablement programs to revenue outcomes - conversion, time-to-productivity, win rate, expansion velocity, and retention. Partner at the Core of Growth: Work as a strategic advisor to the CRO and revenue leadership to identify capability gaps, design playbooks, and deliver programs that create commercial excellence at scale. Activate the Frontline: Create and evolve best-practice playbooks, messaging guides, and battle cards that translate BlueConic's Customer Growth Engine value into compelling stories and consultative sales motions. Train for Momentum: Lead ongoing enablement - from weekly workshops and live coaching to deal debriefs and call reviews - all designed to make our teams faster, sharper, and more customer-centric. Accelerate Onboarding: Build a world-class onboarding program that gets every new crew member fluent in our platform, market, and methodology within their first 90 days - ready to drive growth from day one. Embed AI and Automation: Leverage AI tools and insights to personalize learning, optimize processes, and amplify impact. You are AI-first and see technology as a force multiplier. Inspire Alignment: Partner with Marketing and Product to ensure tight integration between customer messaging, enablement content, and go-to-market strategies - so every customer experience is consistent and growth-driven. Lead Revenue Events: Own Revenue Kickoffs (RKOs) and enablement moments that energize, align, and accelerate the revenue team's performance and belief in our mission. You Bring Proven record of designing and scaling enablement programs that directly improve key performance metrics - including quota attainment, win rate, and time-to-productivity. Demonstrated success transforming underperforming or fragmented enablement functions into growth accelerators. Background as a high-performing seller or customer success manager, with firsthand understanding of frontline challenges and opportunities. Deep expertise in B2B SaaS go-to-market strategies and modern sales methodologies (e.g., MEDDPICC, Challenger, SPIN). Track record of leveraging AI and automation to personalize learning, streamline execution, and amplify impact. Exceptional communication, facilitation, and content development skills that inspire adoption and sustained behavioral change. Analytical acumen to translate insights into continuous performance improvements. Passion for unlocking human potential through data, technology, and enablement. Why BlueConic You'll be joining a global team obsessed with one thing: helping customers grow. We believe that when our customers win, we win - and that starts by empowering the people who power their success. If you're ready to transform how a high-performing revenue team learns, sells, and scales - come help us build the Customer Growth Engine from the inside out. If hired, applicants based in the US can expect an annual base salary and target bonus within the following ranges, depending on experience. BlueConic also offers a comprehensive benefits package to full-time employees including a selection of medical, dental, and vision insurance plans, 401(k) matching, 28 vacation days annually, paid parenting leave, and more. Annual base salary $150,000 - $185,000 USD Annual target bonus $22,000 - $27,000 USD
    $150k-185k yearly Auto-Apply 29d ago
  • Business Insights Specialist (US)

    TD Bank 4.5company rating

    Philadelphia, PA job

    Hours: 40 Pay Details: $95,264 - $155,376 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Analytics, Insights, & Artificial Intelligence Job Description: Job Summary: The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart's in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. Depth & Scope: * Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others * Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members * Scope of role may have enterprise impact * Focuses on short to medium - term issues (e.g. 6-12 months) * Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise * Oversees and/or independently performs tasks from end-to-end * May interact with any hierarchy level up to executive leaders and external vendors Education & Experience: * Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; * 5+ year of relevant experience; higher degree education and research tenure can be counted Customer Accountabilities: * Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs * Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience * Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business * Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate * Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations * Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution * Provides day-to-day support and delivery of analytics Shareholder Accountabilities: * Represents functional area as a business insights & analytics specialized expert * Synthesizes complex and vast amount of information and translates into actionable insights and strategy * Builds business requirements and facilitates project execution to develop insights * Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value * Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers * Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly * Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand * Provides business explanation for anomalies/outliers identified during analysis * Works with business functions and analytics teams to transition business requirements to analytics requirements * Trains business users on how to integrate analytics into decisions * Leverages knowledge of data capabilities to build and deliver insights * Develops analysis to corroborate initial proof of concept * Executes on data requests accurately and within a timely manner * Identifies and investigates data/analytics related issues * Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Leads/facilitates and/or implements action/remediation plans to address performance/risk/governance issues * Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $95.3k-155.4k yearly Auto-Apply 3d ago

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