Associate Analyst Jobs in Levittown, PA

NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a junior analyst to work alongside with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning and compliance. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction. Qualifications - Bachelor's degree in finance, economics, or a related field with high GPA - Interest in finance, portfolio analysis, statistics and technology - Minimum 2-year experience in financial services industry - Strong attention to detail while working at a fast pace - Strong fluency with Excel formulas, PowerQuery and functions - Proficiency with Microsoft Office suite including Excel, PowerPoint, Word - Ability to analyze and do computations on financial data - Learn and adapt to new software systems quickly Desired Qualifications -CPA candidacy -Experience with implementation of reporting platforms; (PowerBi/Tableau) -Experience with Addepar reporting software Responsibilities - Work closely with the team to provide service and support functions such as portfolio analysis, trading, money movement, account creation and maintenance, and client/prospect meeting preparation - Work closely with team on portfolio reporting and lead creating investor reports - Participate in client meetings when necessary - Provide client relationship support, assist in client conversations, and provide analytic and account-related financial information - Identify and drive process improvements, including the creation of standard and ad-hoc reports - Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law. No recruiters for this search, please.

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).

BCforward is currently seeking a highly motivated Model Risk Management Analyst / Model Governance Portfolio Manager opportunity Pennington, NJ! Model Risk Management Analyst / Model Governance Portfolio Manager Location: Pennington, NJ Anticipated Start Date: ASAP Please note this is the target date and is subject the change. BCforward will send official notice ahead of a confirmed start date. Expected Duration: 12 months Contract Job Type: PART TIME, CONTRACT, ONSITE Pay Range: $50/hr Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.). Requirements: Enterprise AI Model Risk Management Governance Job Description The Model Governance Portfolio Manager team leads the review, oversight and monitoring of the AI, model and critical use spreadsheet portfolio They are responsible for review and maintenance of model documentation, tracking, reporting and on-going compliance with the Enterprise AI, Model Risk Management and Critical Use Spreadsheet Policies. Drives the model risk strategy for GT through monitoring and oversight of the model and critical use spreadsheet inventory and ensures overall governance adherence to the Enterprise Model Risk Management and AI Policies and standards including model identification, model health and the quarterly attestation. Assist in the coordination, maintenance, communications and follow up to cross divisional stakeholders a schedule of deliverables and routine timelines to ensure commitments are met on time Understand and educate new model owners on documentation and procedures They support driving the solutions horizontally across the GT divisions to optimize performance, prioritize and monitor overall risks and core processes while focusing on operational excellence. They also participate in governance forums to monitor model inventory health and MRM developer activities. Drives solutions for self-identification of risks and control gaps and monitoring of implementation. Required (hard) skills Primary Skill- Business Analyst (Domain Expert) Ability to integrate and analyze data from multiple sources, draw conclusions, and provide recommendations Proven project management experience e.g. new process/work flow creation and implementation Advances MS Office Proficiency (Excel, Word, PowerPoint) Characteristics of the top performer Demonstrated understanding of the importance of business ethics Highly effective written and verbal communication skills Proven time management and organizational skills Demonstrates accountability and ownership Strong collaboration and partnering skills with ability to positively influence and motivate others, enjoys working in a team environment Drives timely decisions, knowing when to engage others for additional input and when to act independently Comfortable with ambiguous situations capable of analyzing, simplifying, and collaborating to solve complex problems Ability to work alongside all levels of management and across multiple partner teams Keywords: Model Risk Management Governance Benefits: BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k. About BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work. BCforward 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, or protected veteran status and will not be discriminated against based on disability. To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

We're looking for an Underwriting Analyst to join our team! This position is responsible for inputing and reviewing finance applications from small to mid-sized businesses to determine the credit-worthiness of the applicant, size, and term of the financing offer. The position will operate within our fast-paced high-volume environment and be accountable for quick decisions on small ticket equipment finance applications. The candidate will make independent decisions through the evaluation of business and personal credit reports, financial and bank statements, tax returns, and other credit information. Trio has an internal scoring model built on millions of data points to aid in decision-making. The best candidates will be self-motivated, team-oriented, and eager to be a part of a rapidly growing business. Key Responsibilities Adjudicate credit and approve new finance applications within the level of authority. Make timely decisions with limited information. Professionally communicate decisions to our partners. Build relationships and offer exceptional service to our partners to ensure an uninterrupted flow of business. Communicate and work proactively with the sales team to help further penetrate our relationships with existing and new customers. Protect Trio from fraud and aid in pricing transactions for the appropriate risk. Continuously identify and implement underwriting strategies that make Trio a recognized, differentiated leader in the equipment finance industry. Keep abreast of industry and competitor trends. Skills & Specifications Strong math and analytical skills. Ability to multitask and quickly adapt to change. Detail-oriented with excellent organizational and time management skills. Competitive drive and a strong history of accomplishment. Good interpersonal relationship skills and motivation for personal growth. Required knowledge of computer systems and proficiency in Microsoft Office suite. Must have an understanding of financial statements. Education & Qualifications: 1-2 years in a financial services, credit, or underwriting function. Experience in a commercial underwriting function working with small businesses is a plus. Associate or Bachelor's degree or equivalent education/experience is preferred. Who is Trio? We are a forward-thinking financial partner that leverages our expertise to provide unsecured Working Capital, advances, and equipment financing for small businesses using customized technology and business processes. Our lending approach focuses on what really matters: relationships where everyone benefits. We are a growing entity looking for business development professionals who want to accelerate their career in a dynamic industry. Our parent company, CPC Investments, has been ranked among the 500/5000 fastest-growing private companies in the US by Inc. magazine for 12 straight years and we're still growing! Why should I apply? Trio empowers and trains team members at all levels to make quick decisions in service to our relationships and ensure the flexibility and nimbleness required to compete in today's marketplace. If you have a desire and are motivated by being part of a fast-growing, agile, and multi-faceted organization where you can make a difference every day, Trio is the perfect home for you. We offer a rewarding and flexible work environment that encourages innovation and team member development. Benefits include medical and dental plans plus HSA and FSA options, 4 weeks PTO, an employer-match company 401K plan, life insurance, long-term disability insurance, a hybrid schedule, and more! Trio is part of CPC Investments, an equal opportunity employer. We consider all qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, national origin, disability, veteran status, marital status, family status or any other basis prohibited by law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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

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.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Join an exciting, fast-growing, and dynamic services organization as an FP&A Analyst! Be a key player in shaping our financial strategy by driving planning, forecasting, budgeting, and performance analysis. Collaborate with senior leadership and various teams to deliver impactful insights and enhance financial reporting, helping to fuel our company's success. Key Responsibilities: Develop and maintain budgets, forecasts, and financial models to support business growth. Analyze P&L, balance sheet, and cash flow to identify trends, risks, and opportunities. Create and present engaging financial reports, dashboards, and executive presentations. Work with cross-functional teams to optimize profitability and operational efficiency. Leverage cutting-edge automation and data visualization tools (Power BI, Tableau) to streamline financial processes. Ensure adherence to financial policies, governance, and compliance standards. Job Requirements: Bachelor's in Finance, Accounting, or Economics (MBA a plus) 3+ years of experience in FP&A, budgeting, financial modeling, and strategic reporting. Strong proficiency in Excel, ERP systems, and data visualization tools. Be part of an innovative, high-energy team where your work makes an impact. Apply today and help drive the future of our growing organization! For immediate consideration please send your resume to: ******************************

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

Provides administrative support to the Director of Patient Experience and the Office of Patient Experience at Fox Chase Cancer Center including Guest Services. Responsible for coordinating and managing project improvement initiatives focused on enhancing the patient and family experience and providing data analysis reports and metrics to departments, satellites, accreditation agencies, and hospital leadership. Assists with service recovery efforts on an as needed basis and facilitates customer service and patient experience training to departments and staff. Performs varied tasks to support department management requiring considerable judgment in problem solving and extensive knowledge of departmental and institutional policies and procedures. Continually works to ensure the smooth operation and workflow of the department. Handles time sensitive and confidential information. Education Bachelors Degree (Required) Combination of relevant education and experience may be considered in lieu of degree. Experience 5 Years experience in a related administrative capacity (Required) 1 Year experience in a healthcare setting (Preferred) 1 Year of experience in Patient Experience (Required) 1 Year experience leading project or project management (Preferred)

Magyar Bank, a leader in the community banking sector, is searching for qualified candidates to join our Compliance team as a BSA/AML Analyst in New Brunswick, New Jersey. The BSA Analyst works with the BSA Officer to administer the Bank Secrecy Act/Anti-Money Laundering Program and related procedures in accordance with Bank's policies, procedures and applicable federal regulations. You will also perform BSA/AML activity monitoring, analytics and reporting. Review documentation submitted to the Department for adherence to established guidelines and regulations Essential Functions: Review Currency Transaction Reports (CTR) for adherence to established procedures and accuracy. Report results to BSA officer and submit CTRs electronically for the Bank Review daily and monthly reports following the guidelines established for Suspicious Activity Report (SAR). Document suspicious activity reviews for presentment to the Suspicious Activity Report Committee and/or BSA Officer, including maintaining committee minutes Obtain documentation and assist with Suspicious Activity Report (SAR) Investigations. Perform follow-up review as necessary Analyze cases involving suspicious activity and present to BSA Officer for review Perform analysis of core application and AML system reports that identify potential suspicious activity including case management Conduct research on the internet as part of the SAR investigations as instructed Assist the BSA Officer with the electronic submission of SARs Review documentation for all new business and consumer accounts and verify risk rating assigned to accounts per the Bank's risk rating criteria Monitor all accounts that may be deemed as high risk and received from other sources in accordance with the established monitoring schedule. Monitoring to include reconciliation of accounts, changes to risk rating, and appropriate risk rate assignment. Perform Bi-weekly 314a list searches Review new account documentation received from branches for accuracy and completeness. Provide recommendations for periodic BSA training to address areas of weakness noted in branch/lending procedures in support of annual BSA program training. Stay current with changes in BSA regulations and develop related procedures or revisions to the BSA Program with the BSA Officer. Other duties as assigned. Requirements: High School diploma or equivalent required, some college desired. Minimum of three years banking experience including branch/platform experience. Knowledge of Bank Secrecy Act regulatory requirements, including CTRs and SARs, and basic knowledge of banking regulations. At least one year experience in BSA/AML. Basic knowledge of Bank services and products Computer literate, including knowledge of Microsoft Office, Excel, Word and Power Point and internet search. Strong organizational and time management skills High degree of accuracy and attention to detail Must be detail oriented with excellent follow up skills and the ability to multi-task. Strong analytical skills Must maintain a high degree of confidentiality Excellent communication skills including verbal and written Ability to effectively interact with all levels of management. Ability to work independently Ability to multi-task and work in a high volume environment Magyar Bank offers competitive salary and comprehensive benefit package, which includes medical, dental, life insurance and 401k. Magyar Bank is an Equal Employment Opportunity/Affirmative Action Employer - M/F/D/V

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: Must be able to scan the supporting documents and forward to shared service team. Must be able to support shared service team in obtaining proper approvals, providing supporting documents, guiding relevant GL codes & Dept codes. Must cut checks and obtain signatories and mail checks to vendors Must make sure no past due invoices of vendors and clean AP Ageing report. Must review aged AP ageing report once in a week and follow up with shared service team for up to date. Must reconcile AP Ageing and GL. Responsible for posting COGS / Inventory entries Must support monthly MIS reports for internal management Must assist with month end closing Must maintain detailed listings of the contents of all balance sheet accounts Must assist with auditors with journal entry examinations Must provide supporting documentation for audits QUALIFICATIONS: Bachelor's degree 4+ years of experience in Accounts payable, inventory and General accounting Must be proficient with Microsoft skills Experience in Oracle financial preferred

About Charles Jacquin et Cie Inc. For three generations, Charles Jacquin et Cie Inc. has been crafting a full range of spirits, cordials, and ready-to-drink cocktails from the heart of Philadelphia, Pennsylvania. As the oldest Cordial Producer in America and the largest in PA, we are expanding our operations and are seeking a detail-oriented and experienced individual to join our team. Position Summary: The Market Data Analyst will play a critical role in supporting strategic initiatives by analyzing competitive and internal data, including pricing, sales performance, and market trends. This role requires a highly analytical and proactive professional who can translate data insights into actionable strategies to drive growth and enhance our market positioning. The Market Data Analyst will report into the Finance Department and work closely with the Marketing Team to inform business decisions and optimize sales performance. Key Responsibilities: Data Collection and Analysis: Gather and analyze data on sales, pricing, promotions, and market trends to identify opportunities and risks. Competitive Analysis: Monitor competitor activities, including pricing, promotions, and product launches, to inform strategic decisions. Reporting and Visualization: Develop and maintain dashboards and reports using tools such as Power BI, presenting key insights clearly to stakeholders. Strategic Insights: Use data analysis to identify new business opportunities and provide actionable recommendations to support growth strategies. Cross-Functional Collaboration: Work closely with marketing and finance teams to align data-driven insights with business objectives and support cross-functional projects. Data Quality Assurance: Implement processes to ensure data accuracy, integrity, and consistency across all reporting platforms. Support Strategic Initiatives: Assist in the development and execution of strategic plans by providing analytical support and insights. Ad Hoc Analysis: Provide analytical support on special projects and initiatives as needed. Qualifications: Education: Bachelor's degree in Marketing, Finance, Data Science, Business Analytics, or a related field. MBA preferred. Experience: 3+ years of experience in data analysis, insights, or analytics roles, preferably within the beverage, consumer goods, or related industries. Technical Skills: Proficiency in data analysis tools such as Excel, SQL, and data visualization platforms like Power BI or Tableau. Analytical Mindset: Strong ability to interpret complex data sets and generate actionable insights. Communication Skills: Excellent verbal and written communication skills, with the ability to present findings to non-technical audiences. Collaboration: Proven experience working in cross-functional teams, particularly with marketing and finance departments. Initiative: Self-starter with the ability to manage multiple projects simultaneously and deliver results in a fast-paced environment. Preferred Qualifications: Experience within the liquor or broader beverage industry. Familiarity with third-party data providers such as Nielsen CGA, etc. Advanced analytical capabilities, including experience with relational databases.

Budget & Cost Analyst Specialist - Contract - Plainsboro, NJ Proclinical is seeking a Budget & Cost Analyst Specialist to join client's team in Plainsboro, NJ. Primary Responsibilities: The successful candidate will focus on budget management, contracting, and cost analysis. You will work closely with finance teams and internal stakeholders to ensure financial alignment and compliance. This position requires a proactive approach to identifying financial risks and opportunities. Skills & Requirements: Strong collaboration skills with finance and internal stakeholders. Ability to prepare and manage contracts and financial documents. Proactive in identifying financial risks and opportunities. Excellent communication and decision-making skills. The Budget & Cost Analyst Specialist's responsibilities will be: Collaborate with finance teams to align spending with internal stakeholders. Build and maintain relationships with internal stakeholders to guide budget decisions and assess financial compliance risks. Prepare and manage the creation, implementation, and execution of MSAs, SOWs, and POs through to invoicing. Provide recommendations and proposals regarding budget status, spending plans, and identify potential risk and opportunity areas. If you are having difficulty in applying or if you have any questions, please contact Janelle Jones at j.jones@proclinical.com Proclinical is a specialist employment agency and recruitment business, providing job opportunities within major pharmaceutical, biopharmaceutical, biotechnology and medical device companies. Proclinical Staffing is an equal opportunity employer.

Are you ready to leverage your analytical expertise in a high-impact role with an industry leader? Our client, a prestigious industry leader headquartered in the Philadelphia suburbs, is seeking a Financial Analyst to provide consultative support, financial insights, and strategic guidance that drives business success. Key Responsibilities: Collaborate with senior leadership to develop financial analyses and models that support strategic initiatives, pricing, and investments. Conduct cost-benefit analyses, evaluate profitability, and support decision-making through data-driven insights. Play a pivotal role in the annual planning process, crafting forecasts and presenting insights to leadership. Prepare timely and accurate financial reports, ensuring resources are optimized for business success. Mentor junior analysts, contributing to their professional growth. Engage in special projects and drive innovation in financial operations. What Makes You a Great Fit: Education: Bachelor's degree required; advanced degree or certifications (CPA, CFM, CMA) preferred. Experience: At least two years of FP&A or equivalent financial analysis experience. Technical Proficiency: Expertise in Microsoft Excel. Analytical Prowess: Strong problem-solving skills and the ability to develop actionable insights from complex data. Communication Skills: Exceptional written and verbal communication abilities. Leadership Potential: A collaborative mindset with the ability to mentor and influence others.

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support We know that making a move is a big decision. So, we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance: More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices

This role is open for hybrid candidates only - must be local to Philadelphia, PA. We are seeking a detail-oriented and proactive Accounting Operations Analyst to join our team. In this role, you will manage and optimize payment processes, ensuring accuracy and efficiency across all related systems and workflows. Your responsibilities will involve collaboration with internal and external partners to resolve payment issues, maintain compliance with controls, and contribute to process improvements that enhance operational excellence. Key Responsibilities: Accurately identify and input premium and non-premium payments into corresponding systems following established procedures. Perform cross-checks to ensure the integrity and quality of entered data. Adhere to department controls, ensuring compliance with MAR (Model Audit Rule) standards. Research and resolve payment discrepancies using internal systems and bank imaging tools. Collaborate with Accounting, Billing, and Accounts Receivable teams to ensure accurate payment allocation and reconciliation. Build and maintain relationships with external partners, including bank vendors, for payment issue resolution. Manage and prepare incoming mail, ensuring proper batching and adherence to internal controls. Conduct timely research and resolution of exceptions, particularly during peak periods like Open Enrollment. Understand and manage payment adjustments, their applications, and potential customer impacts. Monitor and meet Service Level Agreements (SLAs) for payment research and application. Maintain departmental production and quality metrics to ensure high standards. Transmit checks via Remote Deposit Capture (RDC) and Virtual Lockbox, completing associated reporting. Identify opportunities for process improvements and assist in implementing changes to enhance efficiency. Participate in projects and other tasks as assigned, demonstrating flexibility and initiative. Qualifications: Bachelor's degree or equivalent experience (up to 2 years in a relevant role). Strong ability to manage competing priorities and meet deadlines. Analytical mindset with the ability to identify root causes and resolve issues logically. Comfortable in a fast-paced environment with high attention to detail. Excellent written and verbal communication skills. Proficient in Microsoft Excel, Word, and Outlook. Preferred: Treasury experience in the healthcare or insurance industry. Preferred: Knowledge of Oracle applications and PeopleSoft.

This role would be joining a renewable energy start-up platform that acquires, operates, and optimizes wind and solar infrastructure in the US. Operating assets through operational and commerical development. The Financial Analyst, while reporting to the CFO, will be supporting the Director of Accounting, Director of Financial Planning and Analysis, and Sr. Treasury Manager. The Financial Analyst will be a utility player supporting all of the functions in the CFO organization. This position involves active participation in planning, reporting, accounting, treasury and analysis functions. Role supports decision-making by providing accurate financial and data analysis while supporting ad hoc requests from the CFO, or their direct reports. Ensure a financial perspective is integrated into daily operations and compliance with managerial policies. Analyzing and manipulating large amounts of financial and commercial data. Supporting cash management and treasury functions including preparation of cash flow analysis, reports and models. Support financing, acquisition, and integration of existing and potential renewable energy projects. Active participation in planning, reporting, and analysis functions of the team. Qualifications And Skills Bachelor's and/or Master's Degree in Business Administration with an emphasis on Finance, Accounting or Data Management. 2 years of relevant experience in finance, accounting, and/or data analytics. Exceptional work ethic and desire to work in a start-up. Analytical understanding of finance, budgeting, treasury and accounting principles. Credibility, ethical, full disclosure and clean financial history. General knowledge of the energy industry, specifically renewable energy, is preferred. Proficient in Microsoft Office and other analytical software systems.

Job Type: Full Time, hybrid We are seeking a highly motivated and detail-oriented professional to join our team as a Financial Process and Risk Management Consultant. This role involves supporting clients with financial process improvements, internal controls, and risk management. The consultant will assess financial control gaps, develop and document finance processes, and implement solutions to enhance financial management and compliance. Roles and Responsibilities: Assess completeness and validity of imputed costs. Assist with finance process documentation, assessment, and automation. Advise clients on finance, accounting, and internal controls matters. Assist with accounting and financial reporting operations. Review deliverables for accuracy and quality and government program documentation for adherence. Assist with developing process maps, process narratives, standard operating procedures. Validate process documentation and to identify and document process and / or controls gaps. Assist with developing process objectives and identifying risks associated with those objectives. Assist with developing internal control documentation including control objectives, control activities, and test plans for Test of Design (TOD) and Test of Effectiveness (TOE) for approval by the Government. Assist with TOE and TOD testing and documenting test results. Maintain required RMIC program documentation using Agency provided templates (e.g., risk register, risk and control matrix, aggregated test results and conclusions matrix, internal control evaluation plan (ICEP), Assessable Unit Project Plan etc.). Create corrective action plans (CAPS) for identified control deficiencies and other self-identified RMIC program deficiencies Requirements: Must be a US citizen with the ability to obtain a government security clearance. Can not have dual citizenship. Bachelors degree in accounting or business management related field. Familiarity with DoD and DLA Financial Management policies and procedures. Knowledge of GAAP, GAGAS, and ICOFR. Proficiency in Microsoft Office Suite. At least 2 years of federal experience Excellent communication skills, with the ability to communicate clearly in English, both orally and in writing. Strong analytical capabilities and critical thinking skills. Ability to interface professionally with the client and provide expertise as needed. Ability to effectively work as part of a remote team. Strong organizational skills and high attention to detail. EOE M/F/D/V NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.