Finance Analyst Jobs in Bristol, PA

SSG Capital Advisors, LLC (“SSG”) is looking for an Investment Banking Analyst to join its suburban Philadelphia office (must be currently living in or willing to relocate to the Philadelphia area). SSG is an independent boutique investment bank that specializes in mergers and acquisitions, financial advisory, restructurings, private placements and valuations for middle-market companies and their stakeholders. SSG has initiated, structured and negotiated numerous sale and financing transactions on behalf of both growing businesses and those in transition. We focus on providing solutions that are customized to the performance of the business and the objectives of the business owner. SSG has a proven track record of closing over 450 transactions in North America and Europe and is one of the leaders in the industry. The opportunity for analysts at SSG is unique, providing exposure to numerous types of transactions and industries with close interaction with clients and senior bankers. We are looking for a candidate who shares our entrepreneurial spirit, is led by the highest ethical standards and understands how to be a team player. In addition to strong quantitative and qualitative skills, candidates must exhibit the desire to actively contribute to a fast-paced investment banking environment and accept and manage responsibility. Analysts assume a critical role in the entire transaction process, include analyzing financial statements, building financial models, conducting industry research, preparing transactional materials and helping senior bankers in other critical deal-related activities. Client and investor interaction will occur on a regular basis. The ideal candidate will have at least 6 - 12 months of experience, preferably in investment banking, lending, accounting. valuation or consulting. Candidates should possess a strong knowledge of Microsoft Excel, Word and PowerPoint as well as exceptional financial modeling, writing and communication skills. For more information, please visit SSG Capital Advisors' website at ************** We kindly ask for no emails or phone calls as a means to further your application process. These efforts will not enhance your opportunity for consideration. We thank you in advance for your adherence to this request.

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 ********************.

This position directs the general accounting functions and internal controls environment to support corporate return objectives. The role ensures the timely feedback of pertinent financial information and assists management in the interpretation and understanding of that information. Value added activities include the continuous improvement of the accounting systems, maintenance of policies and procedures that effectively interface with business customers and safeguarding Company assets. Provides direct business support to drive cash generation through working capital and other financial objectives. Experience: 10-15 years accounting experience, including at least 5 years management experience required. Public accounting experience preferred. Significant financial reporting experience required, such as GAAP financial statements preparation, regulatory reporting, and consolidations including accounting for foreign exchange. Knowledge and experience implementing and maintaining an internal control frame work and related procedures. Prior general ledger responsibility and experience managing a transactional team. Education: Bachelors (or Graduate) degree in accounting or similar field required. CPA is required. Skills: Technical foundation in accounting and finance with a thorough knowledge and understanding of accounting and financial principles. Advanced skill level with Microsoft Office products (Word, Excel, PowerPoint, etc.) required. Ability to easily adapt to and learn financial systems - Experience with Microsoft Dynamics ERP and/or One-Stream consolidation software preferred. Acute attention to detail and highly developed problem solving and solution skills required. Highly motivated team player and a self-starter who is accustomed to working in complex organizations, partnering with diverse groups of stakeholders, and achieving results. Strong listening and communication skills (written and oral) are needed. Experience leveraging technology to make continuous process improvement upgrades and changes. Strong analytical and critical thinking skills. Ability to make timely decisions with information available. Desire to continue to grow current role/responsibilities. Highly organized, highly ethical and can appropriately manage sensitive and confidential information. A people leader, experience in developing people and a caring attitude towards people. DUTIES & RESPONSIBILITIES: Oversight of the Accounting and Reporting function for the Americas region. Responsible for general accounting, month end close, working capital management, technical accounting, consolidations, financial reporting to global finance Team (GHQ), and associated commentary. Ensure optimal and harmonized approach to accounting practices across the three Americas locations (USA/Canada/Mexico). Current with all GAAP financial reporting requirements and coordinates implementation of new accounting standards with GHQ. Support payroll, payroll tax, 401k, defined benefit plan and other employee benefit accounting requirements. Implement internal control enhancements and maintain key internal control documentation. Responsible for general ledger accuracy for all Americas locations (USA/Canada/Mexico); ensure account reconciliation review and adjustments are recorded. Leads and develops Americas general accounting function. Includes the development of meaningful goals/objectives for staff that provide appropriate guidance for accomplishments. Oversee and manage accounts receivable, ensuring collections efforts are efficient and effective. Reviews management reporting and analytics to provide insight into drivers affecting results; interacts with management to provide financial influence surrounding operating decisions. Organizes, motivates, mentors, reviews, and rewards staff capable of efficiently managing the accounting function. Lead finance team through acquisition integrations. Support due diligence efforts as needed. Utilize technology and other process efficiency tools to drive continuous improvement in the accounting and reporting functions. Coordinate treasury function and manage cash flow for Americas entities. Manage cash reporting and requirements with parent company. Coordinate with business and FP&A team in creating financial forecasts and annual budget. Coordinate with external and internal auditors and lead tax reporting efforts. Participate and/or lead other financial projects or initiatives as requested.

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.

Supervisory Responsibilities: Oversees the operations of the Accounting Department, which include accounts payable, accounts receivable, bank reconciliations, and payroll. Oversees training programs and identifies training needs. Duties/Responsibilities: Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk. Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or international financial reporting standards. Recommends benchmarks that will be used to measure the companys performance. Produces the annual budget and forecasts; reports significant budget differences to management. Provides financial analysis, with emphasis on capital investments, pricing decisions, and contract negotiations. Works with external auditors and provides needed information for the annual audit. Files quarterly and annual reports with the Securities and Exchange Commission. Ensures compliance with local, state, and federal government requirements. Performs other related duties as necessary or assigned. Required Skills/Abilities: Excellent management and supervisory skills. Excellent written and verbal communication skills. Excellent organizational and time management skills. Proficient in accounting and tax preparation software. Proficient in Microsoft Office Suite or similar software. Education and Experience: Bachelors degree in Accounting or Business Administration required. Ten years or more of related experience required. Certified Public Accountant or Certified Management Accountant designation preferred.

Our Philadelphia client is looking for a Senior Manager of Financial Planning and Analysis. This job is a newly created standalone position that will be extremely "hands-on" in nature. The position will require 3-4 days a week in office to work with key members of the executive and accounting/finance team. Responsibilities and Requirements: 10+ years of Budgeting, Forecasting and Analysis experience Building Corporate Financial Models from the 'ground up' Ability to take raw data and create reports for senior management. Strong Communication skills to make financial presentations to AF team along with Board members. Some Mergers and Acquisitions evaluation exposure Building inner company relationships to guarantee accurate and timely data. Concise and timely flash reporting analysis Strong Variance Analysis skills. Ideally out of the financial services industry Advanced experience with Tableau or Power BI Bachelors and Masters Degree in Accounting or Finance The position will offer outstanding benefits and bonus package.

Who We Are BCG Securities is an independent broker-dealer and Registered Investment Advisor (RIA) with over 50 years of dedication to our clients. With a nationwide network of financial advisors, we are a premier choice for professionals seeking a dynamic, client-focused firm. Our advisors benefit from a wealth of knowledge, collaborative opportunities, and industry-leading solutions to help their clients achieve financial success. We provide a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts-empowering you and your business to reach new heights. Our mission is simple: to support your growth. Whether you're expanding your practice or refining your strategies, we offer the tools and flexibility you need to thrive at every stage of your financial journey. Who We're Looking For We are seeking an experienced financial advisor to join our dynamic team. Ideal candidates are dedicated professionals passionate about building their practice while leveraging our legacy of exceptional client service and advisor support. Key Responsibilities Develop and implement comprehensive financial plans for new and existing clients. Make strategic investment recommendations in collaboration with our investment team. Provide ongoing client support, including annual reviews and portfolio adjustments. Present life insurance and annuity analyses to clients. Establish structured planning processes to help individuals and businesses meet their financial goals. What We Offer Competitive transition income for established advisors. 401(k) with company match to support your financial future. Robust internal support staff to enhance your practice. Comprehensive training & development tailored to your success. Full suite of health benefits, including: Medical Dental Vision Prescription coverage Life Insurance Long-Term Disability Position Requirements Bachelor's Degree Minimum 3 years of experience as a Financial Advisor Series 7 & 66 securities licenses (or 65/63) Life/Health insurance licenses preferred Strong client relationship management skills Excellent verbal and written communication skills Ability to work independently and within a team, managing multiple responsibilities efficiently All applications are strictly confidential.

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

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.

Boutique RIA Cherry Hill, NJ Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Highlights Collaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning Nurture, manage, and maintain strong client relationships Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Excellent career growth trajectory within the firm, potential for Lead Advisor succession Competitive compensation package including a significant base salary, bonus, and benefits Requirements Bachelor's Degree 1-3+ years Financial Planning experience Completed CFP designation or on track toward completion Drive to continuously improve and grow in a collaborative team based environment

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.

Long Short Advisors is a boutique RIA seeking an Investment Consultant / External Wholesaler to join our team in the Philadelphia area. In this opportunity, you will be tasked with cultivating relationships nationwide with mutual fund allocators in the RIA, bank, wire house and family office channels nationwide. Applicants must have at least 5 years of prior experience in an external wholesale role; experience with liquid alts preferred. Primary Responsibilities Travel (50%+) nationwide, lead in-person meetings and facilitate PM presentations with managing directors, CIOs and heads of research of existing and prospective clients and attend conferences, cap intros and industry events Present and provide technical information about the LS Opportunity Fund mutual fund strategy and maintain a strong knowledge base of the competitive product landscape Maintain and cultivate new and existing home office and gatekeeper relationships at Broker-Dealers, RIAs, family offices, etc. Proactively source new opportunities through professional network, third-party cap intro events, and e-mail marketing while leveraging technology to identify ideal prospective clients Digital marketing efforts, including e-mail content creation and mass e-mail distribution Hold periodic entertainment events (virtual and in-person) to continually engage clients and deepen relationships Assist with developing and implementing the company's business plan, sales and marketing material Use a CRM system to effectively track sales activities and goals When not traveling, work out of the firm's Philadelphia location Required Skills and Experience Bachelor's Degree At least five years of external wholesale experience Excellent communication and presentation skills Proven track record of consistently meeting and/or exceeding performance goals Willingness to travel (50%+) CRM knowledge Virtual meeting tools (Teams, Zoom, WebEx, etc.) Marketing tools for advisor targeting (Discovery, Dakota, RIA Database, etc.) Microsoft Office - Outlook, Word, Excel and PowerPoint Motivated, positive individual with a strong work ethic Work in firm's Philadelphia office (this is not a remote position) Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations. Benefits Competitive Base Salary + Commission + Healthcare + 401(k) + PTO About Long Short Advisors Long Short Advisors is a Registered Investment Advisor that focuses on alternative investments and hedge fund investment strategies. Long Short Advisors' mutual fund product, the LS Opportunity Fund (LSOFX), provides the advantages of daily liquidity, low initial investment minimums, more portfolio transparency, lower fees, and access to what we believe are some of the best hedge fund managers and investment managers in the business. Learn more here: ************************************ ______ Long Short Advisors 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.

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.

A financial services company located in the King of Prussia region is looking to fill several Entry Level Financial/Accounting Analyst positions on a possible temp to perm basis. Qualified candidates need to have a recent college degree in Accounting, Finance or a Business related field preferably with some internship or corporate working experience. Duties will include reviewing and analyzing of documentation, account analysis, researching and processing of information, reconciling accounts, preparing reports, analyzing financial information, journal entries, customer support, interacting with multiple internal departments, data input and other financial/administrative support functions as required. Strong written and verbal communication skills are required. Candidates must also solid computer software skills that include MS Excel. Requirements Bachelor's Degree in Accounting, Finance or a related Business field Recent Internship or working experience preferred Computer software proficiency Solid MS Excel Skills Strong written and verbal communication skills required Strong organizational skills and attention to detail Effective time management skills and able to work independently Excellent analytical and problem-solving skills The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ***********************************************

Title: Finance Manager Acquired Philadelphia is a full-service talent acquisition consultancy partnering with businesses locally and nationally to acquire and retain the right talent. We are on a mission to disrupt the outdated and overpriced Recruiting and Staffing industry. Our client, a leading media firm, is seeking a Finance Manager to oversee financial operations and reporting for 100+ clients across three office locations: Philadelphia, Harrisburg, and Pittsburgh. This role focuses on traditional finance duties, ensuring accurate financial management, streamlined processes, and robust reporting. Responsibilities Manage client financial portfolios, including invoicing, payment tracking, and collections. Process and reconcile accounts payable and receivable using QuickBooks Online. Prepare and analyze monthly, quarterly, and annual financial reports for leadership review. Collaborate with the CFO on month-end close processes, including journal entries and P&L reporting. Maintain detailed financial records and track budgets across multiple projects and clients. Ensure accurate payroll processing and compliance with all tax and benefits contributions. Develop and maintain Excel-based financial models and reporting dashboards for tracking KPIs and forecasts. Conduct financial analyses to support strategic decision-making and identify areas for operational improvement. Monitor and manage vendor contracts, ensuring payment accuracy and compliance. Support internal and external audits as needed and ensure compliance with financial regulations. Qualifications Experience: 4+ years in finance, accounting, or a similar role, preferably in a fast-paced environment or small business setting. Technical Skills: Proficiency in QuickBooks Online, advanced Excel skills (pivot tables, VLOOKUPs, and financial modeling), and familiarity with payroll systems (Paylocity preferred). Financial Acumen: Strong understanding of P&L management, accrual accounting, and client financial oversight. Analytical Skills: Ability to analyze data, create reports, and provide actionable insights to leadership. Communication Skills: Clear and concise communicator with strong interpersonal skills. Organizational Skills: Excellent time management and attention to detail, with the ability to manage multiple tasks simultaneously. Please note that this job description is confidential, and we cannot disclose the name of our client until we complete a candidate phone screen. Acquired Philadelphia is an equal opportunity employer.

TITLE: Senior Financial Analyst SALARY: $90k OFFICE ADDRESS: King of Prussia PA INDUSTRY: Electric Power Generation HIGHLIGHTS: Exciting opportunity to contribute to a rapidly growing company, with $35-40 million projected in 2025! Play a key role in budgeting and forecasting, helping to shape the company's financial future. Work closely with senior management to influence high-level strategy and decisions. RESPONSIBILITIES: Lead the development of annual budgets, forecasts, and long-term financial plans. Analyze financial performance (P&L, balance sheet, cash flow) to identify trends and improvement opportunities. Perform variance analysis and develop financial models to guide business strategy. Prepare and deliver monthly, quarterly, and annual reports; create dashboards for tracking business performance. Collaborate with department leaders to drive financial performance and improve profitability. Lead ad-hoc analysis to support business decisions and process improvements. Continuously enhance budgeting, forecasting, and reporting processes, leveraging automation and data visualization tools. Ensure compliance with financial policies, procedures, and regulatory requirements, maintaining proper documentation for audit purposes. REQUIREMENTS: 1+ years of financial analysis or related experience. Bachelor's degree in Finance or related field required.

Is a Career as a Financial Advisor at WealthBridge Financial Right for You? Do you enjoy helping people pursue financial security? Are you self-motivated and driven by your own success? Do you thrive in an entrepreneurial environment with no income ceiling? Do you want to be in control of your career and schedule? Are you local to the Philadelphia area and ready for a new challenge? If you answered yes to any of these questions, WealthBridge Financial could be the perfect fit for you. Why WealthBridge Financial? At WealthBridge Financial, you'll have the opportunity to build a business without limits. Whether you're a seasoned advisor with a book of business or you're ready to make a career change, we offer the support, training, and flexibility you need to thrive. For Career Changers: A structured, paid Advisor Development Program designed to give you all the tools and skills to build a successful, lasting career. This four-and-a-half-year program will guide you step-by-step as you transition into your new career. Ongoing mentorship and training to help you succeed as you build your own practice. The chance to work for yourself, set your own schedule, and make time for the things that matter most. For Experienced Advisors: Competitive payouts that reflect your experience and client base. A wide range of products, investment advisory platforms and robust marketing platform to suit your clients' unique needs. Dedicated transition support to make moving your book of business seamless. Access to our succession planning resources, ensuring your clients and business have long-term stability. What Makes Us Different? At WealthBridge Financial, you'll be part of an independent firm with the support of Cetera, one of the nation's top financial services companies. That means you'll have the freedom to run your business your way, backed by resources, training, and support that will allow you to maximize your potential. Here's what you can expect: Unlimited Income Potential: With no caps on your earnings, your income is tied directly to your effort and success. Autonomy: Set your own schedule, work on your own terms, and live the life you want. Personal & Professional Growth: Financial services is a dynamic industry. You'll constantly learn, grow, and expand your skill set. Supportive Environment: While you'll be independent, you'll never be alone. We offer dedicated support staff , product specialists , and mentorship to help you thrive. Comprehensive Benefits: Professional designation reimbursement programs (like the CFP ), flexible schedules, and hybrid working options. Who We're Looking For We are looking for both inexperienced and experienced advisors who are driven, entrepreneurial, and ready to build or expand their financial advisory practice. Our ideal candidates: Have strong interpersonal and communication skills. Are highly motivated, goal-oriented, and independent. Are passionate about helping clients achieve financial success. We are particularly welcoming to veterans and career changers who bring diverse experiences and perspectives. We require you to become licensed with: Life/Health, SIE, Series 7, and Series 66. WealthBridge Financial has been serving clients for over 28 years. Based in Plymouth Meeting, PA, we specialize in comprehensive wealth management for both individuals and businesses. As an independent firm partnered with Cetera, we combine personal service with the resources of a national financial network. Join WealthBridge Financial and build a career that offers both personal fulfillment and professional success. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. WealthBridge Financial, 620 W. Germantown Pike, Ste. 170, Plymouth Meeting, PA 19462. ************.

LIVE LIFE DIFFERENTLY French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” Financial Advisors at Northwestern Mutual Philadelphia help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams to develop comprehensive financial solutions that will help their clients reach financial success. Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Build -Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate -Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence - Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own -Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits (Similar to owning a business, which is based on revenue generated. This is not a salaried position) Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development. Renewal income earned for continued client support and policy management. Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning ARE YOU RIGHT FOR THIS OPPORTUNITY? Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning & growth Proven leadership skills 4 Year Degree: (Preferred) Financial Concepts: 1 year (Preferred) License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred) Legal authorization to work in the US without sponsorship (Required) WHY JOIN NORTHWESTERN MUTUAL: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company Philly's Top Work Places for 2024 2024 Training APEX Award winner Are you ready to change your life and the lives of your clients? Apply now! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Nordwand Advisors is looking for a financial advisor in Philadelphia to help grow our HQ based in Radnor, PA. This is an excellent role for an individual that has their own book of clients that is primarily fee-oriented rather than transactional business. Applicants may have a moderately sized book that they are looking to grow at a fully independent RIA where they hope to find a more client-friendly and client-aligned experience, or could be advisors who are thinking through their succession plan in the long-term and want to ensure they are at a place where that can be executed with the clients' best interest in mind. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives. Financial Planning: Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives. Investment Advice: Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options. Client Relationship Management: Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans. Sales and Business Development: Actively seek new clients and business opportunities Qualifications: 5+ years of experience in Wealth Management Bachelor's degree Excellent communication and interpersonal skills Strong analytical and critical thinking skills Ability to work independently and as part of a team CFP is a plus EQUAL EMPLOYMENT OPPORTUNITY: Nordwand Capital is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.