Finance Analyst Jobs in Franklin Park, NJ

Responsibilities Evaluate opportunities through extensive research and primary diligence. Perform detailed market analyses and draft investment memorandums. Source investment opportunities through outreach, attending conferences, meetings, etc. Review legal deal documentation and assist in the deal making process, including working with lawyers, accountants, and consultants. Assist with other matters relating to the fund including investor relations, marketing, and operations. Required Experience Up to 2 years of experience from either investment banking, consulting, equity research, or buy-side investing. Bachelor's degree with top grades Data-driven, detail-oriented, and intellectually curious Strong project management, organizational skills, and process management Ability to work in a collaborative environment with other members of the team and thrive in a fast-paced entrepreneurial environment More Details Full-time Small-team, entrepreneurial environment Office is based in Summit, New Jersey area Hybrid work with 1-2 days in office

Perma Pure LLC, a leading manufacturer of gas conditioning products, including dryers, humidifiers, filters, coalescers, specialty scrubbers, and complete sampling systems is seeking a highly skilled and analytical FP&A Manager to join our finance team. This role will be responsible for driving financial planning, forecasting, and analysis activities, providing actionable insights to support strategic decision-making. The ideal candidate will have strong financial modeling skills, business acumen, and a passion for solving complex problems. Key Responsibilities: Drive integration and calendaring of FP&A activities to ensure timely and accurate information is available at a group level. Support business leaders in providing relevant data and analysis to drive decision making activities. Develop a robust way to provide data driven insights into key variances in financial statements (P&L, B/S and Cashflow). Partner with Group Controller to support the CFO in delivering the annual budgeting and reforecasting processes across the Group for the P&L, Balance Sheet, Cash Flow and all key KPIs. In conjunction with the CFO, establish financial and operating benchmarks, budgets, program monitoring, and reporting standards on a bi-weekly, monthly, and annual basis. Lead on all processes ensuring latest business development is being captured and its impact across P&L, balance sheet and cash flow is being monitored and communicated. Production of monthly, quarterly and annual management information including board reporting and information required by holding company. Lead and develop the Financial Planning & Analysis capability within the Finance Team. Ensure monthly board pack reporting, acquisition reporting other exec key reports are accurate and timely. Liaising with senior management to assess ongoing performance and ensure KPIs are relevant and timely Review current monthly reporting and analysis looking to improve quality and timeliness, utilizing BI/improved modelling where relevant. Cross-functional Collaboration: Partner with department heads to provide financial guidance and ensure adherence to budgets. Collaborate with accounting teams to ensure accurate financial reporting and compliance. Process Improvement: Identify opportunities to streamline financial processes and implement best practices. Utilize financial systems and tools to improve efficiency in reporting and analysis. Qualifications and Skills: Bachelor's degree in Finance, Accounting, Economics, or related field (MBA / CFA preferred) CPA - REQUIRED Strong background in cost accounting - REQUIRED MUST have experience in a manufacturing environment 10+ years of progressive experience in financial planning and analysis, budgeting, or related roles. Proven track record in developing financial models and performing data-driven analysis. Technical Skills: Advanced proficiency in Microsoft Excel, financial modeling, and data analysis. Proficiency with financial systems (e.g., Hyperion, SAP, or Adaptive Insights) and BI tools (e.g., Tableau, Power BI). Leadership Skills: Strong analytical and problem-solving abilities. Excellent communication and presentation skills. Ability to work collaboratively in a fast-paced, dynamic environment.

About our Company: Transcend delivers innovative, modular technology solutions that solve the financial industry's most complex challenges - within each business and across the enterprise. Our mission is to help financial firms completely redefine how they manage and think about collateral, leading to increased liquidity, lower costs and greater compliance. Job Description: Transcend is a growing company that thrives on collaboration, innovation, and efficiency. As we continue to expand, we are looking for a motivated and detail-oriented Financial Analyst to join our team. The ideal candidate will play a key role in managing financial processes, improving operational efficiency, and supporting administrative functions to ensure smooth day-to-day operations. In addition to core FP&A duties, you will also have an opportunity to have a direct impact on the growth of the business, as you help us improve our business processes and contribute to our business development efforts. You will learn a lot from us - and hopefully teach us a thing or two as well! Responsibilities: The Financial Analyst will be responsible for assisting with the management of our financial systems, including QuickBooks, reporting, accounts payable and receivable, and general company administration. This person will work closely with management to ensure accurate and timely financial reporting and contribute to improving the efficiency of business operations. In addition to these core responsibilities, the analyst will be expected to take on various ad-hoc tasks as needed. Financial Reporting: Assist with financial reporting, ensuring accurate and timely preparation of financial statements. Manage the day-to-day use of QuickBooks for general ledger entries, financial reconciliations, and reporting. Collaborate with management to analyze financial performance and provide insights to inform business decisions. Accounts Payable & Receivable: Process and manage accounts payable (AP) and accounts receivable (AR), ensuring accuracy and timely payments. Monitor aging reports and follow up on overdue accounts. Help streamline AP/AR processes for improved efficiency. Company Administration: Assist with various administrative tasks related to finance, such as preparing documentation for audits or maintaining vendor relationships. Help ensure compliance with company policies and relevant regulations. Support in managing payroll and other employee-related finance matters. Ad-hoc Projects: Assist with special projects and analysis as needed. Provide operational support for business process improvements and efficiency initiatives. Perform any other ad-hoc tasks that arise in the course of company operations. Key Qualifications: 8+ years of experience in a fast-paced environment, ideally a start-up Bachelor's Degree in a Business Administration or Finance related disciple and/or related experience. Additional accounting certifications (i.e. CPA) is a plus Proficiency with QuickBooks, Excel, and other financial tools. Strong analytical and numerical skills. Experience with accounting practices & methodologies such as GAAP Tech savvy with tools (Microsoft Office Suite outlook, PowerPoint, excel, etc.) Ability to work onsite in our Piscataway, NJ location 3x per week. Successful candidates will be: Highly organized and very focused on attention to detail Possess strong problem-solving capabilities, the ability to anticipate upcoming challenges and present multiple scenarios and solutions; An outstanding work ethic, with exceptional multi-tasking and organizational skills paired with a can-do attitude. An ability to learn quickly; picking up the pace and delivering projects on time with minimal supervision and errors; A strong sense of accountability and ownership, with a willingness to learn and lead others; highly resourceful A passion for the role, the business and running things efficiently Excellent judgment, emotional intelligence and an ingrained sense of urgency and priority Friendly attitude with the ability to fit into a strong teamwork-oriented organization. Strong written and verbal communications skills Flexible, motivated and team-oriented The highest levels of integrity and discretion

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning 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, Series 65, 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: ********************************

Collateral Corporate Analyst Client: Banking Duration: 6 months + possible extensions Work Schedule: Hybrid, 3 days onsite/ 2 days remote per week Key Responsibilities: Operations Corporate Analyst (Consultant) - This position is within the MAS / Shared Services function as a member of the collateral management team. Depending on your specific function within Operations you may be responsible for, but not limited to: COLLATERAL: Inspect system generated collateral calls for accuracy prior to making margin calls. Communicate directly with counterparties ensuring the proper collateral is being exchanged. Post system entries in internal and industry platforms to recognize and settle the agreed calls. Investigate and escalate disputes and discrepancies. Settle months end collateral margin interest with counterparties. Perform reconciliations between custodians, counterparties, and the Bank. Prepare daily and periodic data and metrics for reporting and monitoring requirements. Experience and Skills required: BA/BS in Finance or Accounting. 3-7 years' experience. Excellent computer skills and attention to detail. Good written and verbal communication skill.

Job Title: Quantitative Developer / Analyst Duration: 6+ Months (Extension Possible) Skills & Experience Needed: 5+ years of working experience and must have 3+ years of hands-on experience in quantitative models, research, with deep understanding in fixed income and/or market risk. Fixed income market and product knowledge and SQL experience are highly preferred. Fluent in at least one high level programming language (Python, C++, Java, etc.). Knowledge of treasury securities and/or mortgage-backed securities pricing and VaR modeling a big plus Responsibilities: Maintain and enhance in-house fixed income risk models Design and produce model performance metrics and reports to support communications with both internal model users and external supervisors Independently format and validate analysis results to ensure quality. Desired Skills and Experience Fixed income, SQL, Quantitative analysis, Quantitative development, financial systems, financial models, Python Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Reporting to the President, the Finance Manager will provide financial oversight, reporting, and analysis aimed at ensuring the organization's fiscal health and sustainability. This role will oversee all bookkeeping, financial reporting, budgeting, forecasting, financial analysis, and compliance requirements. The Finance Manager will work closely with the President to develop and implement financial policies and procedures which support the organization's mission and goals. As the manager for financial elements of the company, the Finance Manager will be a crucial partner to the President and leadership team, involved in strategic planning, evaluation, professional development initiatives, and planning for Bridges' expansion throughout New Jersey. Specific responsibilities include: Financial Management · Develop and implement financial strategies that support the organization's mission and goals. · Provide financial protocols for using and reporting restricted funding sources, including multiple public funding sources. · Partner with a growing team on integrating Medicaid reimbursement into Bridges' revenue mix and successfully connect significant programmatic activity with reimbursement income. · Manage and financial operations, including accounting, budgeting, forecasting, and financial analysis. · Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other economic systems. · Prepare and present financial reports to the President and leadership team, providing analysis and recommendations as needed. · Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements. · Manage relationships with key external partners, including banks, auditors, and other financial service providers. · Manage cash position and accounts receivable. Budgeting and Forecasting · Serve as a key partner in the annual budgeting process, working closely with program managers and other stakeholders to set realistic and achievable budgets. · Monitor actual performance against budget and provide regular updates and analysis to the President and leadership team. · Develop and maintain financial forecasting models that support long-term financial planning and decision-making. Tax Filing and Compliance · Execute all tax filings and compliance requirements, ensuring that the organization complies with all relevant laws and regulations. · Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements. Qualifications The Finance Manager will have at least four years of professional experience, preferably managing the finance and bookkeeping of nonprofit corporations receiving significant public funds and funding from diverse sources. The successful candidate will have experience creating and driving the policies and procedures necessary for managing organizational change in a highly entrepreneurial and fast growing company. The successful candidate will have the following experience and attributes: ● Bachelor's degree (MA/MBA preferred) in Accounting, Business, Management, or Finance (CPA a plus) ● Excellent people skills, with experience collaborating in a multidisciplinary, diverse, and dynamic team ● Demonstrated experience in financial management and accounting, ideally in the nonprofit sector ● Experience should include audit, compliance, budgeting, resource development, and forecasting - inclusive of government funding and Medicaid reimbursement ● Demonstrated resourcefulness in setting priorities and proposing new ways of creating efficiencies ● Technologically savvy, with an ability to point to examples of having worked with internal partners to develop and implement new processes and systems that increased efficiency in a fast-moving environment ● Flexible and a self-starter; able to multitask while also being highly detail-oriented. ● Personal qualities of integrity, credibility, and a commitment to Bridges' mission.

Full job description Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself! Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Desired Skills and Experience: - BA or BS degree from a four-year institution preferred - Candidate must be an accomplished communicator with strong verbal and written skills - Prior sales and/or business experience preferred and possess a history of personal and professional success. - Prior financial services experience not needed -- extensive training platform provided. While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes: Uncapped Income Potential Flexibility of your schedule - it is not necessary to come into the office daily, you determine your own calendar Leadership Opportunities Sponsorship of Licensing/Credentialing Robust development bonuses to aid as you launch your business Expense Allowance Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance Job Type: Full-time Pay: $80,000.00 - $250,000.00 per year Benefits: Dental insurance Flexible schedule Health insurance Life insurance Parental leave Vision insurance Compensation package: Bonus opportunities Commission pay Uncapped commission Bachelor's (Preferred) Experience: Sales: 5 years (Preferred)

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

Title: Strategic Financial Analyst Join Our Visionary Team: As a Strategic Financial Analyst here at OLI, you will play a critical role in driving financial analysis, forecasting, and strategic financial planning for our growing organization. You will be responsible for analyzing financial data, identifying trends, and providing insights to support key business decisions. Your Role: Reporting to the Head of Finance, you'll be an instrumental business partner, supporting our financial planning, reporting, budgeting, and forecasting processes. Your proficiency in financial analysis, attention to detail, and ability to communicate complex financial information will be essential in contributing to the financial success of a rapidly growing company About OLI: Leaders in Chemistry Solutions OLI is a global leader in software development, specializing in complex chemical phenomena. Our process modeling solutions have transformed problem-solving for over 500 enterprises and academic institutions across 35+ countries. We drive innovation and sustainability, leading industrial digital transformation with technologies like real-time chemistry insights, automated systems, and cloud-based analytics. Why You're Vital to Our Mission: As we enter a phase of significant growth, the role of Strategic Financial Analyst is growing increasingly important. You will be relied upon to support our reporting and budgeting processes, while also analyzing financial data to help leadership make data-driven decisions which help solve complex business challenges. Your ability to collaborate and communicate effectively throughout all levels of the organization and exercise sound judgment in generating insights will drive meaningful impact early and often. Key Responsibilities: Partner with business leaders to develop strategic, long range financial plans and translate complex financial data into actionable insights. Develop and maintain financial models to analyze business trends and drive strategic initiatives. Own the financial planning cycle including the annual budget, forecast updates, and assisting in preparation of the monthly reporting package for executive leadership. Collaborate with accounting to ensure the accuracy and completeness of financial reporting, conduct variance analysis, and deliver concise commentary to leadership for strategic decision-making. Enhance and automate financial processes to improve efficiency, accuracy, and timeliness of reporting through a mindset of continuous improvement. Manage daily financial inquiries, ad hoc reports, and collaborate with cross-functional leaders to support key projects. Produce business cases for the organization that help foster data-driven decision making. We're Looking For: Bachelor's degree in finance, accounting, or a related field. 2-3+ years of experience in strategic finance, business operations, business valuation, consulting, investment banking, private equity, or a related field. In-depth exposure to building and maintaining 3-statement financial and valuation models. Understanding of the principles of budgeting, forecasting, and managerial reporting. Strong data visualization skills (e.g. Excel, Power BI, Tableau, etc.). While not required, it's an added plus if you have: Progress toward a CFA or CPA. Experience at a high-growth SaaS business. Familiarity with financial ERP software (Microsoft Dynamics or similar). Other Requirements Strong analytical and problem-solving abilities. Demonstrated proficiency in utilizing advanced AI tools, frameworks, and technologies to solve complex problems, drive innovation, and optimize workflows. Exceptional attention to detail and a methodical, precise approach. Strong organizational skills and ability to collaborate effectively. Commitment to personal growth and contributing to a positive workplace culture. High integrity, dependability, and a results-driven mindset. We're Offering: A chance to be part of a visionary company that is solving complex global challenges. A collaborative and dynamic work environment where innovation is at the heart of what we do. Competitive compensation package, including incentives and bonuses based on performance. Opportunities for personal and professional growth. Required Competencies: Strategic Analysis Skills: Identifies key problems and opportunities, analyzing them deeply. Compares data from various sources, probing for root causes and subtle relationships for meaningful insights while maintaining sight of the “big picture”.Communication: Writes clear, concise, well-organized e-mails, memos, and business cases while using appropriate vocabulary, grammar, and word usage, and creating the appropriate "flavor.”Excellence: Sets high “stretch” performance standards for self and others. Demands quality results and demonstrates a strong sense of responsibility.Adaptability: Responds well to new pressures, competition, and shifting priorities. Not rigid--intellectually, emotionally, interpersonally. Quickly adjusts and self-corrects, handling complexity with flexibility.Team Player: Reaches out to peers to tear down walls. Overcomes "we-they” relationships. Approachable. Earns a reputation for leading peers toward support of what is best for the company. Cooperates with supervisors (but not "yes person") and establishes collaborative relationships with peers (without being a "pushover"). How to Apply: Please submit your resume through JazzHR. Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state and federal law.

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.

We are working with a Finance executive for a global logistics and shipping company based in Morris County, NJ. They are looking for a dynamic Senior Financial Analyst to join their team. This company offers a competitive salary w/ benefits including a hybrid work schedule and great work-life balance! RESPONSIBILITIES Responsible for budgeting and forecasting Provide Variance and ad-hoc analysis to Senior Management team Assist monthly, quarterly, and annual reporting Support leadership in setting business goals REQUIREMENTS Bachelor's Degree in Finance 4+ years of experience within a Corporate Finance setting Exposure to forecasting, budgeting, and strategic analysis on a global scale Must have an analytical mindset with expert knowledge of excel Ability to work with large data sets PREFERENCES Master's Degree in Finance or MBA Exposure to multiple industries

The Senior Financial Analyst will be responsible for financial planning & analysis (FP&A), budgeting, forecasting, and financial modeling to support strategic initiatives. The ideal candidate has 3+ years of FP&A experience, a strong understanding of financial data, and advanced Excel skills to develop insightful reports and recommendations. Key Responsibilities: Support budgeting, forecasting, and long-term financial planning processes. Conduct variance analysis and provide insights on key financial drivers. Develop and maintain complex financial models to support business decisions. Analyze operational and financial data to identify trends and cost-saving opportunities. Partner with cross-functional teams to optimize financial performance and efficiency. Prepare executive-level financial reports, dashboards, and presentations. Assist in financial process improvements and automation initiatives. Support ad hoc analysis and special projects as needed. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. 3+ years of FP&A experience, preferably in logistics, supply chain, or a related industry. Advanced Excel skills (financial modeling, pivot tables, VLOOKUP, macros preferred). Experience with financial systems, ERP software, and business intelligence tools. Strong analytical and problem-solving skills with keen attention to detail. Excellent communication skills with the ability to present financial data clearly. Ability to work independently and collaboratively in a fast-paced environment.

Our client is a media company. They seek a Finance Manager to join their Jersey City, NJ office. Responsibilities Ensure continuous improvement of end-to-end accounting practices Manage the monthly, quarterly, and annual accounting close process Perform flux analysis, account reconciliations, and budget to actual review Prepare corporate and subsidiary budgets for forecasting Maintain cash flows and customer and vendor relationship management Oversee all ERP functions including new subsidiaries and adding accounts Run and present financial reports and assist in internal/external audits Conduct reviews and evaluations for cost-reduction opportunities Review and maintain the financial health of the organization Requirements 6+ years of finance/accounting experience Experience with budgeting and forecasting Media industry background preferred International accounting experience preferred Revenue recognition knowledge is a plus CPA strongly preferred Skilled in Excel and NetSuite required JobID: 66417

Comments The Client Finance Senior Analyst is the day-to-day contact for the financial and operational matters. The Client Finance Senior Analyst interacts regularly with Account Management and Project Management teams as well as agencies' shared service center. The Client Finance Senior Analyst must understand and comply with client contracts as they relate to compensation, billing, compliance, financial reporting, reconciliation, and other deliverables. This individual will be introduced to higher level functions such as participating in client calls and revenue reports. The Client Finance Senior Analyst works independently and actively participates in internal meetings. ESSENTIAL FUNCTIONS Comments Job Management Own the job status of each project, coordinate with agency teams to ensure estimates are entered correctly and timely, and begin to work with intercompany partners on estimates for jobs. Billing: Coordinate monthly billings with shared service center to ensure billing is completed by the deadline. Financial Reporting Lead tracker meetings with assigned business units regarding the financial status of each client. Administrative Perform administrative duties, coordinate with agency teams and with intercompany partners on ad hoc requests. JOB DUTIES / RESPONSIBILITIES Comments *For Specialty functions, see additional information (if applicable) in the box below. - Manage and review requests for all billable and client non-billable jobs opening, closing, and locking as appropriate - Own the job status of each project and ensure that when Account Management/Project Management request a change in status that Omaha executes swiftly and reports are updated accordingly - Communicate job numbers to team members as needed to ensure accurate and prompt timesheet entry. - Coordinate with agency teams including Account Management, Project Management, and Client Finance Managers to ensure estimates are timely and entered correctly, as well as updated as appropriate and approved in the system - Begin to work with intercompany partners to ensure that estimates are entered onto the job as appropriate and approved in the system to facilitate appropriate tracking and billing for these partner agencies - Coordinate monthly billings with shared service center to ensure billing is completed by the deadline of each assigned client - Check invoice for accuracy including but not limited to amount, billing address, and contact information, as well as ensure the integrity of client billing contract requirements - Monitor and add commentary on a monthly basis on the WIP report - Ensure that out-of-pocket expenses are being billed timely - Prepare, update, and analyze trackers weekly to ensure all estimates, actuals, variances, and billing information is pulled in accurately - Bring any areas of concern to the Client Finance Manager's attention prior to sharing with Account Management and Project Management teams - Schedule meetings to review according to cadence aligned for each team and be an active participant in these meetings - Lead the tracker meetings with Account Management and Project Management and present financial information in a clear and concise manner showing an understanding of the reports - During tracker meetings, take diligent notes on job statuses and overall financial health of the projects for assigned clients - Depending on process, responsible for sending recap email to align on updates discussed in meeting - Analyze and call out to Client Finance Manager and/or Internal Teams if projects are running hot and/or not tracking to benchmark - Work with the Client Finance Manager to determine appropriate solutions to financial situations that may arise. - Be a problem solver bringing, not only issues, but proposed solutions to the attention of the Finance Managers and above - Perform administrative duties involving data entry such as rate card entry, opening jobs, closing jobs, overall job status of projects, running unapproved time reports, and estimate creation/status - Be a helping hand when adhoc requests come up for assigned accounts and review with Client Finance Manager prior to submission to client - Collaborate with other Client Finance Analysts within the group to troubleshoot issues as they occur - Is well versed in the Vantage system and understands different reports available - Work with Accounts Receivable team to ensure client payments are timely and align to payment terms within Master Service Agreement - Follow-up on client purchase orders and client project budget approvals, regularly alerting Client Finance Manager when necessary paperwork has not been received - Ability to work within a team and across departments while meeting and prioritizing multiple daily deadlines EDUCATION DEGREE/DIPLOMA AREA OF STUDY REQUIRED/PREFERRED Bachelor's degree Accounting and/or Finance Preferred LICENSES & CERTIFICATIONS N/A EXPERIENCE MINIMUM EXPERIENCE AREA OF EXPERTISE REQUIRED/PREFERRED 1+ years Working Experience Required KNOWLEDGE, SKILLS, & ABILITIES Comments Microsoft Excel: -Knowledge in advanced functions and formulas to perform VLOOKUP, pivot tables, creating charts, graphs, and overall data capture Microsoft PowerPoint: -Basic knowledge of PowerPoint SAP/Business Software: -Knowledge of SAP and/or business systems preferred -Knowledge of Vantage preferred -Strong communication skills -Organizational skills -Teamwork skills -Presentation skills -Analytical skills COMPETENCIES Comments - Goal-oriented mindset - Team-oriented mindset - Acute attention to detail, with an emphasis on consistency and continuity - Attentive and shows interest in the subject - Expresses ideas clearly and accurately - Detail-oriented - Consistent - Dependable ADDITIONAL INFORMATION FOR SPECIALTY FUNCTIONS Comments OTHER INFORMATION Comments Seniority Level Associate Industry Advertising Services Employment Type Full-time Job Functions Finance Skills Microsoft Excel Microsoft PowerPoint

VACO Boston has partnered with a Historical Financial Services Firm in Jersey City, NJ who is looking for a recent college graduate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel.

Financial Professional Northeast Financial Network As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. NEFN is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… A passion for helping others and making a positive impact in your community. • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms. • A lifelong learner mentality with a desire to continue growing. • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you'll be doing… • Working with clients to understand their goals, concerns, and current financial information. • Analyzing information to create a strategy with appropriate products and services. • Developing and maintaining a base of clients who value your input and guidance. • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide: • Tools and technology to help you appropriately gather, manage, and service your clients. • Development and training-locally, virtually, and nationally-to support your educational needs. • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. • Mentorship and joint-work opportunities. • Superior service and support. • A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more. • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Compensation & Benefits: • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Requirements: Must be a US citizen or permanent resident • A four‐year college degree • Obtain appropriate licensing company sponsored To apply: email *****************************

We are an Independent Financial Planning & Wealth Advisory practice of Ameriprise Financial LLC seeking a Financial Advisor to join our team. You can step into a supportive environment to help you continue to build a practice as part of a successful and experienced team with systems, support, processes and strong brand presence. Our culture is clients first with an emphasis around financial planning and advice. We are looking for people who possess a service mentality, strong communication skills, entrepreneurial mindset and wants to deliver a premium client service experience. Qualifications for the Financial Advisor: Has the following licenses: Series 7, Series 66 (or Series 63 + 65), Life and Health Minimum of 5-10 years of experience in financial services is required Financial designation preferred, not required (CFP, APMA, CIMA, CFA, CHFC) Existing book of business preferred, not required Sales experience is a plus Proven ability to meet with clients and present planning strategies Demonstrated the ability to source prospective clients Highest level of interpersonal skills Readiness to take initiative in business development Entrepreneurial perspective and desire to build a business Ability to recommend suitable investment products and services Success at planning and managing resources (time, people, budget) to run optimal practice Responsibilities for the Financial Advisor: Servicing existing client base Focus on growing their own client base by participating in the existing marketing plan and events Provide financial advice Analyzing and recommending changes to portfolios Review investment plans and present to clients Implementing solutions Manage a prospect pipeline using a CRM Create client acquisition plan and meet goals Compensation and Benefits: $90,000 to $120,000 starting base salary. Ability for higher starting base commensurate with experience and size of existing book of business if you are transitioning clients. Medical after 60 day waiting period. 401(k) with match. Eligible after 1 year of service. The primary compensation for this role will be stable base salary initially. There will be the opportunity for increased compensation growth of variable incentive pay based on the growth of your individual client base. An offer will be made based on experience and situations.

As a Financial Representative you will work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. Whether you are an experienced financial professional looking for additional support and resources in growing your business, or an aspiring advisor seeking mentorship and support in creating your business, our Business Development Team has developed a robust mentorship and development program to help you achieve your goals. What you'll be doing… · Develop and maintain relationships with clients. Work to understand their goals, concerns, and current financial information. -Analyze information to create a plan with appropriate strategies, products, and services. -Manage clients' financial plans to ensure they are consistently aligned with their goals throughout the years. Provided Support… -Mentorship and Training by our Business Development Team. An intensive 90-day “Career Launch” program to get you up and running quickly, followed by ongoing training and development for your first five years (and beyond). -Guardian sponsored (and Planning Alliance enhanced) Foundations and Foundations for Wealth Management programs. Foundations is a 90-day blended learning program that helps new advisors get off to a fast start. The conclusion of the program takes place in Dallas, Texas where Guardian Life advisors from all over the country come together and complete their business-building training. -Weekly and Monthly team trainings, such as weekly concept and language building study groups, role playing exercises, and activity management coaching. -Financial support and no-cost study materials for Life and Health Insurance Licensing, SIE, Series 66 and Series 7 exams. Our Core Values… · Mutual Respect - We want clients to advocate for themselves. We also know the process can vary for each client. As a team member, you'll understand how to engage and empathize with clients while drawing on knowledge that breaks through the noise with clarity of purpose to build better financial futures. · Doing the Right Thing - We invite constructive and productive conversations across our firm and with our clients. Feedback can be difficult, and it is integral to your continued growth and development. · Community Involvement - We believe in building community through philanthropy. Team members answer the call of charitable service by partnering with nationally recognized non-profits, including but not limited to United Way and Habitat for Humanity. Basic Qualifications: · Must be a US citizen or permanent resident. · Must be willing and able to obtain appropriate insurance licensing (Life & Health Producer) · You are a self‐motivated individual with a confident personality, strong work ethic, high integrity, and passion for succeeding. · You desire to help others achieve their goals and dreams through cultivating long-term relationships. · You are ambitious, entrepreneurial, and looking for career growth and development. Preferred Qualifications: · Life Producer Licensed · Accident & Health Producer Licensed · A four‐year college degree -Securities Licenses: Series 66 & 7 Benefits: · A competitive benefits package, including defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more. -Various growth opportunities. · Flexibility and autonomy in your life and career. · Mentorship and joint-work opportunities. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.