M&A Analyst or Associate
Analyst Job In Philadelphia, PA
JTW Advisors LLC
JTW Advisors LLC is a boutique investment banking firm focused exclusively on the homebuilding, building products, and home services industry.
Opportunity
We are looking to hire a highly motivated investment banking professional with experience ranging from Analyst to Associate to support our principals in the execution of M&A transactions. The firm and position offer an excellent opportunity to gain expansive hands-on experience leading both sell-side and buy-side M&A deals. As a boutique firm, we provide our junior bankers exposure and responsibility for all steps in the M&A process.
Responsibilities
The selected candidate will be given as much responsibility as his/her experience and capabilities allow. Responsibilities will include:
Supporting principals throughout all phases of the transaction process.
Preparing financial models and valuation analyses.
Drafting pitch materials, offering documents, and PowerPoint presentations.
Curating and managing online data rooms.
Managing due diligence processes.
Assisting with marketing and prospecting initiatives.
Interacting with clients and prospects on the phone, in writing, and at onsite meetings.
Requirements
Minimum 2 years M&A investment banking experience.
Strong financial modeling skills.
Experience drafting CIMs, management presentations, and pitch books.
Advanced Excel and PowerPoint skills.
Experience with financial databases such as S&P Capital IQ.
High level of motivation and individual initiative.
Flexibility to work with short deadlines requiring evenings and weekends as needed.
Attention to detail.
Series 63, 7, 82, and/or 79 licenses preferred.
Good sense of humor is a must.
Compensation
JTW is a meritocracy. We don't track face time or subjective metrics. Instead, we are focused on outcomes. When our clients succeed our firm is rewarded financially. And when the firm succeeds our employees are rewarded financially.
Base Salary = Market rate and is based on experience and capabilities.
Revenue Participation = Every one of our employees receives a percentage of the firm's, or their vertical's, success fee revenue. This aligns employees' interests with our clients and firm ownership. As our clients achieve success, our employees are paid a portion of that revenue. Revenue participation varies by employee and is based on capabilities. And we don't make you wait until the end of the year, we pay you the next pay period after a transaction closes.
Bonus = None. We don't pay a subjective annual bonus. We pay for outcomes. Our employees' potential income is much higher this way. When our clients succeed, we all make money. [See: "Revenue Participation" above.]
This job is based out of our Wayne, PA office which is a suburb of Philadelphia, PA. This is not a work from home or "hybrid" position. We do serious work and expect our employees to be in the office five days per week.
This is an adult job so slackers, skaters, and coasters should not apply. Likewise, college students and people with no investment banking experience should not apply
Employment Type = Full-time.
Interested candidates should reply to this job posting or email their resume to ********************.
Wealth Management Analyst
Analyst Job In Conshohocken, PA
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis
DUTIES and RESPONSIBILITIES:
Client Support:
As a key member of the service team, provide coverage for an FA/PWA/team including:
Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity - - Remaining current on all policies, procedures and new platforms
Business Development & Operational Support:
Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Qualifications - External
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
2+ years of work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
REPORTS TO:
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Portfolio Management Analyst
Analyst Job In Malvern, PA
Pacer Advisors is looking to fill the role of
Portfolio Management Analyst
.
Pacer Advisors is the investment advisor to Pacer ETFs. Pacer ETFs is one of the fastest growing ETF companies, with over $45 Billion in AUM and 50+ funds.
Portfolio Management Analysts will have the opportunity to be involved in all stages of the investment management process impacting all segments of the firm. Working with the investment team will develop both the quantitative and qualitative skills of the candidate.
Required Skills and Background:
Candidates for the position should possess knowledge of the asset management industry.
Must have 5+ years prior experience in the industry.
Job requires to work in-office M-F
The job requires management of multiple projects often under time constraints, constant communication with various teams, a willingness to get the job done to meet various deadlines and have extreme attention to detail.
Experience with FactSet and Bloomberg is a must.
Experience with Portfolio Order Management Systems a plus.
Excellent Excel skills a must
CFA, CAIA or other designations are not required, but would be encouraged to pursue.
Responsibilities:
Plan, coordinate, communicate, and conduct rebalances across all funds, utilizing various tools and methodologies, including the custom-in-kind basketing process.
Communicate with all brokers on any necessary trading functions on behalf of the funds and understand all tax scenarios and implications as it relates to trading the funds.
Communicate with the AP community and be able to negotiate necessary capital requirements for the funds during rebalance periods.
Evaluate and review existing and potential indexes through solid understanding of economic, financial, fundamental, and technical aspects of the investing lifecycle, including the development and proofing of back tests.
Provide regular communications, analysis, and insights to our Sales team for use with financial professionals and the investing public.
Have experience in doing
Comparisons
that differentiate products, Indexes and competitors ETFS.
Provides daily reporting to ETF Portfolio Managers and Pacer Management and all of our Sales staff, both Retail and Institutional.
Closely follow and understand the Capital Markets, Federal Reserve activity, and drivers of performance on a macroeconomic and security-specific level and be able to communicate these insights through ideas and provide our sales team with support.
Strong understanding of ETF market - structure, creation/redemption process and market participants.
Must have strong communication skills, attention to detail, and ability to multi-task and be a critical thinker.
Must work well in a collaborative team environment with occasional time sensitive/high speed requirements.
Utilize FactSet, Bloomberg, Morningstar, and the Order Management System and other various systems to oversee the funds and provide support to various teams throughout the organization.
Works closely with Marketing and Distribution teams to ensure updated and impactful data.
Position is in-office M-F.
Industry
Financial Services
Employment Type
Full-time
User Acceptance Testing Analyst
Analyst Job In Philadelphia, PA
UAT Tester
Term: 12 Months
Full on w2 contract financial Client.
Required Skills & Experience
Swift MT to ISO 20022, PAC 009 experience
Swift Payment ISO 20022
Executing payments in EMTS or GMTS utilizing FEDNow ISO 20022 requirements.
ALM /octane
QA
Strong knowledge of wire payments
Fixed Income Quant Risk Analyst
Analyst Job In Philadelphia, PA
A Global Asset Manager is hiring a Quant Risk Analyst to join the Active Fixed Income team in the Philadelphia area.
This is a trade floor-based risk role, sitting with the PMs/Traders and discussing performance and risk analytics on a daily basis. For this role, the team wants a quantitative specialist to support the active fixed income investment business with a focus on their corporate, government, municipal bond strategies.
The group has been developing in-house risk + pricing models for investments across the fixed income universe. This hire will support the front office by performing custom factor research, risk model enhancement, bond + derivative pricing modelling, and portfolio construction research.
As the active fixed business evolves, so will this role - you're partnering with ALL fixed income PMs on portfolio construction and risk decisions.
Requirements:
6+ years of experience in a quantitative risk function
Expertise developing risk models and pricing analytics for fixed income trading
Product knowledge: HY/IG corporate bonds, bond ETFs, municipal bonds, MBS and securitized products, Treasuries and UST futures, US rates derivatives, FX options
Experience at an asset/investment manager or the asset and wealth management division of a major investment bank
Familiarity with MSCI RiskMetrics, Aladdin, and other vendor models
Proficiency in Python + SQL
Portfolio Risk Analyst
Analyst Job In Malvern, PA
Portfolio Risk Analyst
Duration: 6 months (Potential for extension/conversion)
We are seeking a Portfolio Risk Analyst to join a fast-paced team focused on building and executing a performance analysis and attribution program. This role is ideal for a detail-oriented professional with 3-5 years of experience in portfolio analysis, risk management, or financial modeling. You will play a key role in developing policies, conducting daily portfolio reviews, and ensuring client portfolios align with strategic goals (e.g., 60/40 allocations).
Key Responsibilities
Performance Analysis & Attribution: Develop and refine models to analyze portfolio performance using tools like Morningstar Desktop, FactSet, and Python/Jupyter notebooks.
Daily Portfolio Reviews: Troubleshoot discrepancies, validate asset allocations, and ensure portfolios meet client objectives.
Program Development: Establish processes/policies for portfolio analysis, working closely with stakeholders to drive efficiency.
Stakeholder Collaboration: Partner with portfolio managers and oversight teams to communicate findings and recommendations.
Data-Driven Insights: Leverage big data and regression modeling to identify trends and improve decision-making.
Required Qualifications
Experience: 3-5 years in portfolio risk, financial analysis, or asset management.
Technical Skills:
Proficiency in Morningstar Desktop, FactSet, and regression modeling.
Experience with large datasets and analytical tools (Python/Jupyter is a plus).
Education/Certifications:
Bachelor's degree in finance, Economics, Business, or Actuarial Science.
CFA Level 1 (or progress toward CFA) preferred.
Soft Skills:
Strong communication skills with a fiduciary mindset.
Team player with an altruistic, client-first attitude.
Law Analyst
Analyst Job In Abington, PA
Outlier helps the world's most innovative companies improve their AI models by providing human feedback. Are you an experienced Law expert who would like to lend your expertise to train AI models? About the opportunity: Outlier is looking for talented Law experts to help train generative artificial intelligence models This freelance opportunity is remote and hours are flexible, so you can work whenever is best for you You may contribute your expertise by… Assessing the factuality and relevance of domain-specific text produced by AI models Crafting and answering questions related to Law Evaluating and ranking domain-specific responses generated by AI models Examples of desirable expertise: A bachelor's or higher degree in Law or a related subject Experience working as a Law professional Ability to write clearly about concepts related to Law in fluent English Payment: Currently, pay rates for core project work by Law experts range from $30 to $50 per hour USD.
Rates vary based on expertise, skills assessment, location, project need, and other factors.
For example, higher rates may be offered to PhDs.
For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply.
Certain projects offer incentive payments.
Please review the payment terms for each project.
Middle Office Operations Analyst
Analyst Job In Philadelphia, PA
LL Funds is hiring a Middle Office Operations Analyst. The Operations Analyst will be responsible for supporting the daily operations of the Firm's lending activities and securities portfolios. Working with the Financial Control, Trading, Compliance and Investor Relations teams, the role is integral to maintaining a robust operational, financial control and risk mitigation environment. The ideal candidate will have relentless attention to quantitative detail and an ability to craft, adapt, manage and implement operational processes. The is an in-office position in our Philadelphia, PA office.
Specific Responsibilities Include:
Lending Operations
Facilitate the flow of funds to and from lending facilities, including review and approval of funding requests, maintenance of borrowing bases and collateral verification/monitoring.
Participate in the review of new facilities/transactions and coordinate with colleagues in the analysis, design and execution of the operational processes.
Support on-going efforts to systematize lending and middle office operations via internal and external technology platforms.
Securities Operations
Perform trade order management and allocation, cash and position reconciliation, trade settlements and fund distributions in coordination with portfolio management and financial control/administrator teams.
Review principal and interest payments on asset-backed securities portfolios and review trustee deal reporting.
Manage and review cash and position reconciliations prepared by external middle office teams.
General
Liaise with internal and external accounting and custody teams as part of ongoing operational support.
Prepare and review portfolio monitoring and performance metrics for internal and external clients.
Participate in ongoing reviews of controls and processes to ensure that oversight, risk monitoring, risk mitigation and financial control are achieved daily.
Automate manual workflows using VBA and SQL and other systems/platforms as needed.
Assist in the design and implementation of processes and controls.
Assist in on-site due diligence reviews from clients and consultants.
Perform related duties as assigned.
Skills & Experience Required:
Bachelor's degree or equivalent in Accounting, Finance, Math, Computer Science or related field with a strong record of academic success is required.
1 to 2 years of relevant industry experience, including private lending, fixed income or credit investment operations/middle office. Experience working with asset-backed securities preferred.
Advanced Excel skills with strong data management skills and the ability to perform complex data analysis and reporting using tools like SQL/VBA required. Proficiency in Python highly desired.
Familiarity with Order Management and Portfolio Management systems preferred; direct knowledge of Enfusion is a plus.
Results-orientation with an ability to take initiative, execute and complete multiple projects and daily deliverables in a detail-oriented, accurate and timely manner utilizing exceptional organizational skills and the ability to prioritize tasks, balancing both immediate and long-term assignments to meet team deadlines.
Outstanding initiative, work ethic and integrity.
Excellent interpersonal, communication, and project management skills. Ability to collaborate in team setting as well as work independently. Willingness to ask questions and challenge status quo.
Desire to work hard in a dynamic, entrepreneurial organization and enjoy the fast pace of a fast-growing investment management firm.
· Passion for financial markets with desire to develop research, trading, analysis and portfolio management skillsets.
About LL Funds
Founded in 2009, LL Funds (LL) is an independent investment manager with approximately $3B AUM. LL makes opportunistic investments in asset-backed securities (ABS) and the companies that originate them. We look for deep value situations to concentrate our analytical, actuarial-based, contrarian approach. Our team combines the equity skills of sourcing, diligence, management and operating with the credit expertise of origination, asset-backed lending, underwriting, securitization and trading.
LL has a highly collaborative, creative, team-based environment that rewards initiative, productivity and independent thinking with exposure to senior leadership for coaching, mentoring and development. Successful candidates will be motivated self-starters and strive for results, have the highest ethical standards and the ability think creatively to help achieve optimal outcomes for investors. He or she will be a team player, a natural collaborator and enjoy interacting with individuals at all levels.
LL offers competitive compensation, excellent employer-paid benefits, paid time off and in-office lunches. LL is an Equal Opportunity Employer.
Application Process
Please email your resume and cover letter to *******************. Please mention “Operations Analyst” in the subject line of your email. Principals only-no search firms.
Epic Revenue Business Process Analyst
Analyst Job In Philadelphia, PA
Need to be on our W2.
Required Skills : Epic/Epic Mechanics, Revenue cycle, data analysis, reporting
Our client is seeking a Revenue Cycle Business Process Consultant to support revenue cycle processes that span multiple departments and multiple workflows / systems and support analytic efforts of the revenue cycle through report development, data quality assurance, process mapping, and analysis. The position also supports business process improvement efforts including projects to enhance Epic, automation, quality, and efficiency through report writing, analysis, business case development, and data validation.
The candidate demonstrates abilities in cross-functional team leadership, project management, process improvement, stakeholder alignment (executives), and change management and has significant Epic Revenue Cycle experience or certification.
Key Accountabilities:
Focuses on a specific area of the Patient-Centric Revenue Cycle Roadmap.
Develops and maintains written documentation for processes that exist between departments, systems, external vendors and payers.
Acts as a high-level business process consultant between operations, performance improvement, and IT for needs that cross boundaries.
Implements processes and practices that can adapt quickly to changing organization, business, and payer demands.
Reviews business process, system, or other changes that might impact existing workflows and recommends methods to optimize to desired state and improve efficiency.
Performs business impact reviews of test plans that span across departments, workflows, or systems or assesses impact, efficiency, and effectiveness.
Creates, optimizes, and supports the implementation of processes that link closely to system workflows.
Communicates information clearly and creates an environment where people can engage in open dialogue and reach effective solutions together to optimize workflow or process.
Directs cross-functional teams to resolve complex issues related to automated workflows or other complex processes or leads discussions with the business and operational leaders to analyze reporting needs, configure and model data, and develop reports using specialized knowledge of reporting applications and software applications.
Responsible for creating and managing the financial and operational reports generated on regular and ad-hoc basis using software applications for report writing and data warehousing; provides consultation and assistance to ensure end users' and operational reporting needs are met through report development and design.
Assists revenue cycle leadership, management, and staff in analyzing, interpreting, and presenting data and information to various parties.
Develops and builds reporting solutions that monitor and benchmark cost, utilization, and other quality and performance indicators.
Develops business case analysis to support process optimization and change.
Performs troubleshooting and problem solving activities related to business intelligence reporting as necessary.
Analyzes data and reports to understand business impact and correlations / discrepancies and to propose changes / alternate solutions.
Works closely with the Information Technology teams to resolve issues and perform analysis in a timely manner.
Required Skills:
Bachelor's degree required.
At least five (5) years' experience with system design, process workflow design, or business / systems consulting.
Epic and Epic Mechanics experience required.
Revenue Cycle experience required.
Strong analytical and communication skills.
Statistical software experience is a plus.
Extensive knowledge of workflow and/or system design.
Strong computer skills, including database analysis.
Extensive knowledge of analytical tools, business intelligence tools, and statistical packages.
Familiar with project management, change management, process improvement, cross-functional team leadership, Epic reporting, and Epic design experience (not building / coding).
Epic Revenue Cycle experience required.
Epic and Lean Six Sigma Green Belt (LSSGB) American Society for Quality certification are preferred.
Data Analyst | Psychometrics
Analyst Job In Philadelphia, PA
The American Board of Internal Medicine (ABIM) is currently seeking a Data Analyst to join our Psychometrics team. In this role, the Data Analyst provides analytic/research support to Psychometricians and Assessment & Research staff through data management, data dissemination, and statistical analysis.
Reporting to the Manager, Psychometric Data Analysis, the Data Analyst has the following responsibilities:
Perform routine processing for Item Response Theory and Classical Test Theory exams.
Perform statistical analyses for quantitative/qualitative research projects.
Design, develop, test, implement, and document statistical/analytical computer algorithms in high-level software packages.
Generate and check various psychometric reports, tables, and graphs for internal and external stakeholders.
Run Automated Test Assembly software for use in Standard Setting meetings.
Assure data accuracy and completeness in reports, files, and database.
Develop, document, update, and maintain analytical data files and databases.
Participate in and contribute ideas for project management, quality improvement, and user acceptance testing.
The ideal candidate has an undergraduate degree in a related field of study with at least three years of relevant experience in data analysis and management. A graduate degree in Health Services Research, Biostatistics, Applied Statistics, Public Health, Psychology, Measurement, or related field is highly desirable.
The proven ability to extract data from large databases and files for statistical analysis and report generation and interpretation, along with strong working experience with basic statistical packages and experience with the MS suite of programs are essential to this role. A detail-oriented individual with the capacity to master database query language (SQL, PL/SQL, PROC SQL), strong quantitative analytical and research skills, and an understanding of basic research methodology and survey instrument design will thrive in this role. They must also have the ability to work independently with limited supervision, as well as demonstrate a consistent commitment to working effectively across the organization. The ability to assess priorities, and adjust work schedules appropriately in order to meet deadlines is a must. In addition, experience with item response theory scoring and calibrations is highly desired.
This role requires an on-site office presence at least two days per week. ABIM offices are located in the historic section of Philadelphia, 510 Walnut Street. Our technology and workplace operations teams provide for and support a seamless hybrid work environment for all ABIM employees.
* * *
At the American Board of Internal Medicine (ABIM), our team of unique and talented professionals, and the inspiring work they do, are essential to meeting the needs and expectations of ABIM's diverse community of physicians.
ABIM is like no other workplace, and we are proud of it. We are committed to recognizing the importance of our people by investing in their lives through ongoing learning opportunities and exceptional total compensation & benefit offerings.
We look forward to learning more about your interest in joining our team. EOE
Data Analyst
Analyst Job In Collegeville, PA
Reference Data Management (RDM):
o Design , analyze & reference data structures to support organizational data needs.
o Maintain and govern high-quality reference data, ensuring accuracy, consistency, and compliance.
o Collaborate with teams to align reference and master data strategies, focusing on enhanced data integration and governance.
Semantic and Ontology Expertise:
o Analyze , Develop and implement ontology-driven solutions to enhance data integration and semantic interoperability across systems.
o Semantic techniques to enrich reference data with contextual knowledge relevant to the life sciences and pharma industry.
o Ensure adherence to industry standards for ontologies and semantic frameworks.
o Expertise in ontology modeling, including classes, properties, axioms & instances.
Tool Proficiency:
o Leverage tools like Ataccama, SciBite, TIBCO EBX, or similar to design and manage reference data solutions.
o Evaluate and recommend tools and technologies to advance RDM and semantic capabilities
Collaboration and Agile Execution:
o Work in a cross-functional Agile team to deliver iterative solutions aligned with organizational goals.(SAFe knowledge preferred)
o Contribute to the creation of data governance roadmaps and influence long-term data strategy.
o Collaborate with business stakeholders to gather requirements and translate them into scalable solutions.
Roadmap Development and Solutioning:
o Assist in defining the strategic roadmap for reference data and semantic solutions.
o Propose innovative approaches to data management challenges, driving efficiency and value generation.
Planning Analyst
Analyst Job In Camden, NJ
Title: Planning Analyst
Schedule/On-Site Requirements: Mon-Fri 830am-5pm EST HYBRID
First 90 days are fully onsite before converting to hybrid
Openings: 2 (1 'standard', 1 Senior)
Compensation: $55-104k/yr
Process: 3-4 rounds of interviews, start virtual and process to final onsite
Must Haves
Bachelors
LSS cert
High level of expertise within Excel (various types of lookups, pivot tables, etc)
Experience contributing to operational/strategic initiatives within a healthcare setting
Adept within data analytics, and familiarity with financial planning/analysis
Plusses
Masters Degree
Experience contributing to business plan development (ex: mergers and acquisitions, new real estate initiatives, competitor analysis, etc)
Certifications for visualization tools such as Tableau and Power BI
PMP or LSS BB
Day to Day Responsibilities include…
Strategic Planning
Organize and manage planning efforts for Client's Institutes, programs and services. In collaboration with administrative and physician leadership, develop multi-year strategic plans and annual work plans that contain goals; objectives; relevant financial, clinical and market data; clinical volume targets; and methods for evaluating performance to plans. Update plans as needed.
Market and Data Analysis
Coordinate the production and collection of relevant financial, clinical, and market data necessary for the planning process:
This will include working with various constituents across the organization, including but not limited to hospital leadership, service line leadership, Finance, Enterprise Analytics, Marketing, and Managed Care among other departments.
Professional Development
Maintain close working relationships with hospital and physician leadership and staff to align clinical services development plans with operations, with an opportunity to be involved in senior leadership facing presentations and meetings.
Contribute and influence planning team department growth, development, and culture.
Involvement in discussions, analyses, and plans to develop new and innovative partnerships with external organizations across programs and services.
Involvement in the process of evaluating data tools, vendors, with an opportunity to build a library of industry standards and benchmarks to enhance analyses.
Financial Analyst Principal
Analyst Job In Folsom, NJ
Financial Planning Analyst Principal
A career in Financial Planning will provide the opportunity to lead the annual operating budget process, track, and report on performance relative to plan, and manage ongoing rolling forecast updates. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision making regarding the company's revenue growth strategy, cost structure, and capital expenditures. Additionally, it includes establishing, tracking and monitoring key operating metrics used to drive the business to greater efficiency as well as creating ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI and helping drive finance discipline, fact-based decision-making, and financial visibility are all key facets to this group. This also includes consolidating, cash flow forecasting, independently leading automation initiatives, driving efficiency, and preparing financial reports to the Board. Roles within Financial Planning are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as analyzing business trends, changes, and new initiatives.
Essential Functions:
Roles and responsibilities for this position include, but are not limited to:
• Independently planning and executing complex tasks that support non-routine activities and project goals
• Guiding selection of appropriate methods and techniques in performing tasks
• Possibly designing new techniques and applying advanced level of understanding project goals and methods
• Maintaining high level of expertise through familiarity with processes and structures and applying appropriately to projects
• Leading group meetings. Presenting results of work, interpreting data, and drawing conclusions regarding presented material and nature of work
This role will have broad expertise or unique knowledge and use skills to contribute to development of company objectives and principles and to achieve goals in creative and effective ways. You will work on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. It is expected that you will exercise independent judgment in methods, techniques and evaluation criteria for obtaining results. Additionally, you will create formal networks involving coordination among groups and lead finance automation, consolidation and rolling forecast initiatives.
It is expected that your role leads projects that enable the department/ group/team to meet and achieve goals. You will guide the successful completion of cross-functional programs. Additionally, it is expected that you will make decisions that have a long-term impact. You will act independently to determine methods and procedures on new or special assignments. You may supervise the activities of others. Your role typically reports to Managers/ Directors.
Additionally, the level and nature of interaction of your role includes:
• Managing work of other associates and having oversight on quality of work produced
• Leading projects with manageable risks and resource requirements
This is a role that contributes through own efforts and application of expertise, skills, or tasks.
Qualifications/Skills:
Bachelor's degree in Finance, Accounting, Business Administration, or a related field with 10 years of relevant experience, or Master's degree with 8 years of relevant experience.
Equivalent work experience may be considered in lieu of degree.
Minimum of 3 years of leadership experience.
Advanced proficiency in Microsoft Excel and other financial software applications.
Strong understanding of the three financial statements and ability to analyze and project financial data.
Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders.
Proven leadership skills with the ability to manage and develop a team of financial analysts.
Strategic mindset with the ability to think critically, problem-solve, and drive business performance improvements.
Energy or Utility industry knowledge and experience with Hyperion system preferred.
.
Financial Analyst
Analyst Job In Swedesboro, NJ
We are seeking a dynamic and ambitious Financial Analyst familiar with Big Data, who will support the Finance Team with analyzing data across all facets of our business operations. You'll work closely with management to help model financial decision-making tools and maximize profitability for our food manufacturing and fulfillment operations.
You will report to the CFO and will assist the Financial Planning & Analysis (FP&A) Manager and Pricing Manager on a day-to-day basis.
Our growing FP&A team is developing a business intelligence tool, and this position will contribute to this development in various capacities from conceptualization to implementation.
The ideal candidate will have experience in roles such as but not limited to Financial Analyst, Controller, Risk Analyst in industries such as but not limited to Manufacturing, Foodservice, Public Accounting or Banking.
Qualifications
Bachelor's degree in Accounting, Finance, Business Information Systems, or a similar field
2-5 years of progressing experience in accounting, financial planning, analysis, or similar roles. Experience in manufacturing or food industry is a bonus.
3 Years of Advanced to Expert level use of Microsoft Excel or other database systems
Key Responsibilities
Support FP&A Manager and Finance Leadership with financial planning processes (annual budgets, forecasts, long-term planning) and ensure alignment with business objectives.
Maintain, develop and improve existing high-dimensional financial models to support decision-making and business strategy.
Collaborate with cross-functional teams to gather and validate financial information, ensuring accuracy and completeness.
Maintenance of data models for price books across a diverse set of customer and product lines.
Support the preparation of financial reports, including variance analysis, cost of goods sold (COGS), and profitability analysis.
Annual Forecast & Budgeting Support
Assist in analyzing financial data, trends, and forecasts to support cost control initiatives and enhance financial performance.
Contribute to continuous process improvement initiatives to enhance reporting accuracy, timeliness, and business decision-making.
Aid Accounting & Finance Leadership with ad-hoc financial analysis projects as needed.
Skills and Competencies:
Masterful proficiency in Microsoft Excel (Advanced to Expert Level preferred - Data Models, PowerQuery, PowerBI, Macros)
Understanding of Microsoft Access or other Database Warehouse Software
Experience with at least 2 accounting or ERP Software
-Involvement with FP&A Software Tools is an advantage
Strong understanding of financial modeling, forecasting, and budgeting.
Problem-Solving and curious, critical thinking skills
Effectively manage multiple projects concurrently and meet deadlines
Strong communication skills with the ability to simplify complex financial data for non-financial teams.
Certifications (Preferred)
MBA or Professional Business Certifications a plus, but not required
Benefits Offered
A dynamic, team-oriented culture that values creativity and innovation.
Medical
Dental
Vision
Supplemental Benefits
401(K) with Company Match
PTO
Sick Time
Profit Sharing
Referral Bonus
Conflicts Analyst
Analyst Job In Philadelphia, PA
Stradley Ronon Stevens & Young, LLP is a national, full-service law firm founded in Philadelphia, Pennsylvania, with marquee practices in investment management, litigation, and business. We are committed to smart growth, innovative thinking, excellence and integrity. With 225 attorneys and 180 business professionals, we proudly serve a diverse base of household-name clients, many of whom help shape the world of financial services and products, working together to produce achievements greater than the sum of our parts.
Stradley Ronon is seeking a detail-oriented and proactive Conflicts Analyst. The Conflicts Analyst will be responsible for identifying, evaluating, and assisting with resolving potential conflicts of interest for new and existing clients, as well as managing the Firm's conflicts database. The ideal candidate will have a strong understanding of legal ethics, excellent analytical skills, and a commitment to supporting the firm's business operations while ensuring compliance with professional standards.
Key Responsibilities:
Perform research regarding potential new clients, consistent with firm policy; conduct thorough and efficient conflicts checks for new client matters and new business opportunities, ensuring compliance with firm policies and ethical guidelines.
Accountable for accurate conflicts analyses, completed in a timely fashion with sufficient care to detail and thoroughness so as to minimize risk to the Firm.
Collaborate with attorneys and other departments to gather necessary information for the conflicts process, including assisting with resolving conflicts issues, ensuring all data is accurate and complete for thorough analysis.
Identify potential conflicts of interest by analyzing client and matter data, advising attorneys on potential issues, and working to resolve conflicts in compliance with firm policies and ethical obligations.
Maintain and update the firm's conflicts database, ensuring accurate and timely documentation of conflict searches, resolutions, and decisions.
Perform conflicts searches and analysis associated with new attorney hires.
Stay informed on changes in regulations and industry best practices related to conflicts of interest, ensuring the Firm's compliance with all relevant ethical guidelines and standards.
Qualifications:
Bachelor's degree or equivalent experience in a legal or business-related field.
Minimum of 2-3 years of experience in a conflicts or legal support role within a law firm or similar professional services environment.
Strong knowledge of legal ethics, conflict of interest rules, and professional responsibility guidelines (e.g., ABA Model Rules of Professional Conduct).
Experience using conflicts management software or databases (e.g., Intapp, 3E, or other legal technology platforms).
Familiarity with Dun & Bradstreet Family Tree Portal or other corporate-family or legal research tools.
Demonstrated proficiency with Microsoft Outlook, Word, and Excel.
Strong attention to detail, excellent organizational skills, and the ability to handle multiple tasks and deadlines in a fast-paced environment.
Excellent written and verbal communication skills, with the ability to clearly explain complex conflicts issues to attorneys and staff.
Strong problem-solving skills, with the ability to independently research and resolve conflicts of interest.
Demonstrate familiarity with law firm engagement letters, outside counsel guidelines, conflict waiver agreements, and basic elements of law firm structure and administration
Demonstrate ability to run conflicts searches with Boolean logic and review conflicts reports for potential conflicts of interest, take steps to resolve potential conflicts, and appropriately escalate issues if needed.
Financial Analyst
Analyst Job In Philadelphia, PA
first PRO is partnering with a prominent organization located in Center City, Philadelphia, to recruit a skilled Financial Analyst. This is an excellent opportunity for a professional with 2+ years of FP&A experience to make a significant impact within a dynamic team. The successful candidate will play a crucial role in supporting the development of financial models, assisting with budgeting and forecasting processes, and contributing to the pricing and budgeting of contracts.
Key Responsibilities:
Financial Analysis & Reporting: Perform in-depth financial analysis, producing comprehensive and insightful reports that drive data-driven decision-making.
Strategic Planning Support: Prepare and present accurate forecasts, budgets, and financial models to support the organization's strategic initiatives and key project planning.
Data Interpretation: Analyze and interpret complex financial and power market data, identifying trends and potential risks, and recommending areas for further investigation.
Cross-functional Collaboration: Work closely with various departments to collect and verify financial data, ensuring accuracy and completeness in reporting and forecasting.
Performance Monitoring: Track and evaluate financial and operational performance against KPIs, providing actionable insights for continuous improvement.
Policy Development & Compliance: Contribute to the creation and execution of financial policies, procedures, and internal controls to safeguard the company's financial integrity.
Qualifications:
Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
Experience: At least 2+ years of experience in Financial Planning and Analysis (FP&A), with a strong understanding of financial modeling, budgeting, and forecasting.
Skills: Proficiency in Excel, financial modeling, and analytical tools. Excellent communication skills with the ability to present complex financial data clearly and concisely.
This is a fantastic opportunity to join a thriving organization in a key analytical role, offering growth potential and a collaborative work environment.
Sr. Analyst, Energy Purchasing
Analyst Job In Malvern, PA
What's the job?
This position will support implementation and functions as it relates to energy management, renewables, energy security, and energy decarbonization. Day-to-day enablement and business intelligence function for strategic Energy Purchasing scope including contracts, pricing, and decarbonization for energy, in compliance with corporate policies.
What will you do?
Energy Supply Management: Physical Supply Contracting, On-site Solar/Renewables/Distributed Generation Contracting (PPAs) & Deployment, Analysis & Sourcing of Emerging Energy Technology
Energy Derivatives & Financial Products: Energy Market Analysis & Financial Hedging, VPPAs Contracting & Management, REC Purchasing, Energy Budgets, and Energy Modeling & Analytics
MR4 Energy Model Management: Energy Usage and Price Reduction, Decarbonization, and Energy Security/Resiliency
Vendor & Change Management: Vendor Performance and Compliance, Vendor Energy Consulting & Project Oversight, Onboarding & Offboarding of Vendors, Purchasing Operations
What do you bring?
Bachelor's degree in Engineering, Data Science or related field required; Masters degree preferred.
Certifications preferred in: AEE Certified Energy Manager (CEM) and/or AEE Certified Energy Procurement Professional (CEP)
3-5+ years experience in energy or adjacent, data, computer science required
Energy Market Analysis, Modeling, & Techno-Economic Analysis (PowerBI a plus) experience required.
Energy Management & Decarbonization experience required.
Highly desired experience in:
Utility Data Energy Usage Analysis
Energy Supply Purchasing & Contracting
Solar/Renewables/Distributed Generation Contracting
Emerging Technology Analysis & Sourcing
Financial Hedging
VPPA Contracting & Economic Modeling
REC Purchasing
Energy Budgeting
What are our perks?
We provide unique options to fit your unique lives! Our Total Rewards Program is customizable to accommodate your needs.
Our menu of flexible options includes, but is not limited to:
Excellent healthcare options: Medical, vision, prescription & dental
Family Focus & Balance: Parental leave, paid time-off and Employee Assistance Program
Financial Security: Competitive 401(k), Company-funded Retirement Accumulation Plan and Employee Stock Purchase Program (PEG)
Tuition Reimbursement: Continuing education for every season of your career
Pet Insurance options: Insurance plan & prescription discount program for your furry friends
Employee Recognition Programs
PerkSpot: Our exclusive one-stop online discount marketplace
LiveWell: Rewarding you for living a healthy lifestyle
At Saint-Gobain, our employees have pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, & Collaboration. Our company encourages diversity and inclusion in all its forms while making the world a more beautiful and sustainable home.
Saint-Gobain provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Saint-Gobain is an equal opportunity employer of individuals with disabilities and supports the hiring of veterans.
Capital Markets Analyst
Analyst Job In Fort Washington, PA
Stelvio Group are pleased to be recruiting a Capital Markets Analyst for a continually-growing and established insurance company based in Fort Washington, PA. This is an onsite position, in which the successful candidate would need to be able to commute to the office location 5 days a week (Fort Washington, PA).
About the role
As a Capital Markets Analyst, you will be responsible for helping to establish, maintain and grow relationships with companies looking to deploy capital in the life settlement asset class through debt, equity, insurance/reinsurance, or other financial arrangements. Additionally, you will need to help with projects and M&A for a range of growth initiatives such as building an Insurtech business. These efforts are currently led by two managing directors in the Finance team, one based in Fort Washington and one in London, to whom the candidate will report.
Job responsibilities
• Preparing marketing materials, deal summaries and term sheets in PowerPoint and Word.
• Preparing financial models, analysis, and charts in Excel.
• Analyzing potential investment opportunities.
• Researching companies and markets online.
• Contacting company representatives by phone and email.
• Attending conferences in the U.S. and internationally.
• Writing call reports and maintaining company database in Trello.
• Project management including coordinating internal/external resources.
• Diligencing and modeling for M&A activity.
• Reporting to and interacting with senior management.
Requirements
• 2+ year's professional finance experience.
• Proficiency in PowerPoint, Word, and Excel.
• Familiarity with financial modeling concepts, such as discounted cash flow analysis.
• Knowledge of capital markets infrastructure and products.
• Ability to speak confidently to and establish relationships with new company representatives.
• Attention to detail in marketing follow-up and management reporting.
Compensation, incentives & benefits
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Training and mentoring programs.
•
Student loan repayment/reimbursement program.
•
Health, Dental, Rx and Vision coverage.
•
401K match.
•
Generous paid time off.
•
Company sponsored events throughout the year.
•
Opportunities to earn bonuses and other perks.
Our client is an equal opportunity employer. They do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Analyst
Analyst Job In Trenton, NJ
Open to: General Public
Work Week: 35 (35-hour) Work Week
Salary: (P95) $49,738.97 (Non-Negotiable)
Existing Vacancies: 1
Program/Location
Department of Environmental Protection
Legal and Regulatory Affairs
Bureau of Local Environmental Management and Right to Know
401 East State Street
Trenton, NJ 08625
Scope of Eligibility
Open to applicants who meet the requirements below.
Description
Under the direction of a supervisor in a State department or agency, receives on the job training in analytic practices/procedures, application, research, and preparation of reports, completes assignments which will provide practical analyst experience and/or learns to review and analyze financial reports; does other related work.
Specific to the Position
The appointee will be responsible for tasks associated with facilitating the DEP's County Environmental Health Act (CEHA) collaboration. The duties will include processing invoices upon receipt from CEHA counties which will involve verifying administrative completeness and accuracy and entering applicable information into a data system. Entering tracking data, evaluating funding status; developing annual CEHA grant agreements, as well as, developing amendments and/or modifications. Tracking grant agreement activities and any associated components throughout the contract period, particularly: spending plans, invoices, and CEHA progress reports. Assisting in the collection of data, preparation of administrative and informative reports, as well as monitoring application of grant funding which includes the verification, completeness and accuracy of submittals.
Preferred Skill Set
Strong Microsoft Office skills especially in Excel and Word.
Requirements
Applicants must meet one of the following or a combination of both experience and education. Thirty (30) semester hour credits are equal to one (1) year of relevant experience.
Four (4) years of professional experience relevant to the position.
OR
Possession of a Bachelor's degree from an accredited college or university.
NOTE: “Professional experience” refers to work that is analytical, evaluative, and interpretive; requires a range of basic knowledge of the profession's concepts and practices; and is performed with the authority to act and make accurate and informed decisions.
NOTE: All U.S. degrees and transcripts must be from an accredited college or university. All foreign degrees and transcripts must be evaluated for accreditation by a recognized evaluation service by the closing date of this posting. Failure to provide documentation may result in ineligibility.
License
Appointees will be required to possess a driver's license valid in New Jersey only if the operation of a vehicle, rather than employee mobility, is necessary to perform the essential duties of the position.
SAME Applicants
If you are applying under the NJ SAME program, your supporting documents (Schedule A or B letter) must be submitted along with your resume by the closing date indicated above. For more information on the SAME program, please visit SAME Program, email ***************, or call Civil Service Commission at ************** and select Option #3.
Veteran's Preference
To qualify for New Jersey Veteran's Preference/status, you must establish Veteran's Preference through the Department of Military and Veteran's Affairs. Please submit proof of your Veteran's Preference along with your resume as indicated. For more information, please visit ***********************************************************************
Residency
All persons newly hired on or after September 1, 2011, have one year from the date of employment to establish, and then maintain principal residence in the State of New Jersey subject to the provisions of N.J.S.A. 52:14-7 (L.2011, Chapter 70), also known as the “New Jersey First Act”.
Authorization to Work
Selected candidates must be authorized to work in the United States per the Department of Homeland Security, United States Citizenship, and Immigration Services regulations. NOTE: The State of New Jersey does not provide sponsorship for citizenship to the United States.
Equal Opportunity Employment
The State of New Jersey seeks to increase the richness and diversity of its workforce, and in doing so, become the employer of choice for all people seeking to work in State Government. To evaluate the effectiveness of our efforts to attract and employ a diverse workforce, applicants are asked to voluntarily answer a few brief questions on the NJ Affirmative Action Information Form. All information is considered confidential and will be filed separately with the agency's affirmative action officer. This information will not be part of your application for employment and will not be considered in any hiring decision.
The New Jersey Department of Environmental Protection is an Equal Opportunity Employer and is committed to inclusive hiring and a diverse workforce. We strongly encourage people from all backgrounds to apply. Accommodations under ADA will be provided upon request.
Financial Analyst
Analyst Job In Newtown, PA
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Accurately update systems to actual results, forecasts, and budgets
Analyze and provide commentary on variances
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
1 - 3 years' financial analysis and modeling experience
Advanced knowledge of Excel