Finance Consultant Jobs in Mount Lebanon, PA

Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA. If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for. For over 50 years, Lincoln Investment has been helping investors to work toward their financial goals. Lincoln Investment is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The successful candidate will have the opportunity to acquire new clients in current 403(b) and 457 payroll slots. The qualified individual will: Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful advisor Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing support and service Understand that our value lies in the depth of client relationships and is exceptional at developing them Be an established, consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of investment and insurance solutions Desired Skills and Experience: 2-4 yrs. financial sales experience preferred Bachelor's degree required Ability to build and manage client relationships Excellent written and oral communication skills FINRA Series 7 and 66 preferred FINRA Series 6, 63 and 65 may be considered for exceptional candidates State insurance license

The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth. REPORTS TO The Associate Advisor will report directly to the Lead Advisor or their designee. POSITION SUMMARY The position of Associate Advisor for The Coury Firm's Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm's Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor's primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm's Wealth Advisors, clients, and any outside advisors. This position requires working collaboratively with a group of Private Wealth personnel, including but not limited to Lead and Principal Advisors, Wealth Strategists, Client Service Associates, Investment operations and reporting teams to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services. Please note that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Advisor/Wealth Planner will be responsible for managing and collaborating with the client's outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client. ESSENTIAL DUTIES & RESPONSIBILITIES The key responsibilities and description of duties described below are not intended to be all inclusive: Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action items Provide support for investment management clients by preparing managing meeting notes and action items Provide support with asset allocation and rebalancing of clients' portfolios Prepare materials and presentations for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately Attend client meetings and manage/complete all meeting follow-up activities if needed Understand and coordinate income tax planning items and work closely with client tax advisors. Understand and coordinate estate planning items and work closely with client legal advisors. Understand, evaluate, and execute on delivering risk management solutions for the client. Capable of establishing a level of trust and confidence with the client so that any financial issue can be addressed, and the appropriate solutions can be offered to the client. Continuous review of each client's situation and objectives to ensure financial plan remains on track to achieve goals. Initiate and field clients' calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc. Create proposals for prospective clients Liaise with client's attorneys, accountants and all client's advisors as needed. Assist with client data consolidation and maintenance as needed Assist with special projects as required QUALIFICATIONS The Advisor/Wealth Planner of the Firm must possess the following qualifications: Five (5) or more years' related experience, with a demonstrated depth and breadth of technical knowledge and expertise CPA/CFP preferred; Series 65 or 66 required within 180 days of employment Experience working with private, high net-worth clients and/or institutional clients Exceptional communication (verbal and written) and presentation preparation and delivery skills Highly developed problem-solving ability and a willingness to drive workflow Ability to collaborate effectively and work well within a team structure Entrepreneurial instincts and proactive attitude Ethically driven with an unwavering client commitment Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote Proficiency in Portfolio Management Software and CRM systems

Find the supportive independence you crave Receive the support you need So many people don't move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people who know a thing or two about how to get people started in business? Would you do it then? About MassMutual Pittsburgh MassMutual Pittsburgh is a comprehensive financial planning and wealth management firm dedicated to developing strategies to help our clients create, grow and protect wealth and the ones they love. Our team has been serving the Pittsburgh region for many years, offering solutions for individuals, families, and businesses with the goal of creating a sustainable financial future. We pride ourselves on our commitment to serving the community with the utmost integrity, steadfast focus on client satisfaction and unwavering professionalism. The Opportunity: We are currently seeking a Financial Advisor to join our team. In this role, you will be responsible for building your book of business, advising clients on various financial products and services, developing personalized financial strategies, and delivering superior customer service. This is an exciting opportunity if you seek to build a rewarding, long-term career leveraging your skills and experience in a collaborative and supportive environment. Job Responsibilities: Build a network of clients Assess clients' financial situations, understand their needs and develop a comprehensive financial plan Provide information about various financial products and services, including life insurance, retirement plans, and investment opportunities Ensure clients' financial plans are implemented efficiently, monitor progress, and revise as necessary to accommodate changing needs and objectives Build and maintain client relationships, seek opportunities to solicit new business Stay updated with financial products, market trends, and the legal regulations that pertain to financial planning Desired Qualifications: PA Life Accident and Health License or ability to obtain license in the first 3 months A Bachelor's degree in Finance, Business, Economics, or a related field Proficiency in using financial planning tools and software Familiarity with financial regulations and industry's best practices Excellent communication, interpersonal, and relationship-building skills Nice-to-Haves: SIE, FINRA 7 and 66, or ability to obtain them in the first 6 months CFP, CFA, or related professional designation Experience with CRM systems Strong network within the Pittsburgh community Experience in a customer-facing role in insurance and investment services Passionate about making a significant impact in a client's financial journey, with a focus on building and managing long-term client relationships

The Financial Advisor is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others. The Financial Advisor's role is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Dollar Bank, the Financial Advisor is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life. Qualifications: • Bachelor's degree or commensurate experience is required. • Three years of experience selling mutual fund products, life insurance products, stocks and bonds. • Strong interpersonal skills. • Strong time management and organizational skills. • Ability to prioritize and manage multiple projects. • Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word of a similar word processing program. • NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses. • Valid driver's license. Principal Activities and Duties: • Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments and make presentations. • Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business. • Provide full array of Financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate • Maintain effective relationships with all CBO personnel. Conduct training and sales meetings with assigned partnerships and Licensed Bank Employees. • Stay current and up-to-date on products and tax laws affecting customers' finances. • Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate • Ensure in all cases product/risk suitability for each customer. • Meet goals established for production, outbound calls, cross referrals, etc… and report progress. • Maintain strong closing ratio from prospect to sale. • Be well informed of the competitor environment. • Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all State and Federal securities regulators and self-regulatory organizations. • Maintain files in accordance with Cetera guidelines, NASD, SEC, insurance department and regulatory authorities. Address 1 20 Stanwix Street City Pittsburgh State PA Employment Status Full-time FLSA Exempt Schedule Information This position works Monday - Friday by appointment. Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement. For more information, please visit ************************************************ EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Cetera Investment Services Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes , consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, train you invaluable skills such as marketing, customer relationship management (CRM) and communication, and provide you with a development team and sales support to guide your success. What we're looking for: We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Services Professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer: Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you: You have the power to determine your income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards and Accolades: We're proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard and Poor's) We're proud of the training we offer: Chief Learning Officer: 2023 CLO Learning Elite Gold award We're proud to be recognized by organizations that also value diversity: Human Rights Campaign: 2023/2024 Corporate Equality Index Forbes 2023: America's Best Employers for Diversity Seramount: 2023 Best Companies for Multicultural Women We're proud of the help we've provided and continue to provide our clients. 5.3 million lives are protected. This includes all owners of individual life insurance and annuity policies. $937 million lifetime annuity income paid. This includes all payouts on individual income annuity products. $5 billion in living benefits awarded. This includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion life insurance protection in force. This includes term, whole, and universal life.

Duquesne Light Company, headquartered in downtown Pittsburgh, is a leader in providing electric energy and has been in the forefront of the electric energy market, with a history rooted in technological innovation and superior customer service. Today, the company continues its role as a leader in the transmission and distribution of electric energy, providing a secure supply of reliable power to more than half a million customers in southwestern Pennsylvania. Duquesne Light Company is committed to creating a culture of inclusion. We value and respect the unique differences and experiences of our employees. We believe that our differences lead to better collaboration, innovation and outcomes. We want you to join our team! The Senior Financial Analyst will assist in the consolidation of the five-year business plan and annual budgeting process. This will include: partnering with business unit leaders to prepare and understand operational budgets, performing analysis and challenging assumptions (where necessary) on key budget inputs received from business partners, serving as a key liaison between the FP&A group and other budgeting functions within the organization, assisting in the preparation of the company's cash forecast. Location: Hybrid downtown Pittsburgh, Pennsylvania Responsibilities Responsible for the monthly rolling forecast, variance analyses and budget for supporting departments. Provide analytical support and recommendations to improve business decision making for supported units. Proactively identify problems and opportunities and participate in implementing solutions. Coordinate the company's efforts to gather, analyze and report benchmarking data with other peer utilities. Coordinate the maintenance and updates of the financial planning software. Respond to ad hoc requests from senior management and the ownership group. Partners closely with business leadership and Human Resource Business Partners (HRBPs) to meet the needs of the business unit(s) supported. Education/Experience Bachelor's degree in Finance, Accounting or related business field required. Three (3) years related experience required, including direct FP&A and/or financial experience Relevant certifications, such as CPA, CMA, MBA, PMP, etc. preferred Skills Excellent analytical ability in analyzing budget variances and performing fluctuation analyses. Excellent communication skills (both verbal and written) to communicate and discuss findings with Senior Management Proficiency with Microsoft Office Suite Highly organized and detail-oriented, with ability to manage various priorities Adaptability, flexibility, and comfortable with change Prompt executor Why you'll love working here: We live by our values! We are safe above all else. We must keep ourselves, each other, our customers and communities safe. We are guided by our commitment to integrity and never compromising on ethics. We are dependable, collaborative and steady; we are a trusted partner to all. We believe in equity and equal access to work, resources and opportunities are critical elements of a clean energy future for all. We are ingrained in our community; we work where we live and are committed to serving our vibrant, diverse communities. EQUAL OPPORTUNITY EMPLOYER Duquesne Light Holdings is committed to providing equal employment opportunity to all people in all aspects of the employment relationship, without discrimination because of race, age, sex, color, religion, national origin, disability, sexual orientation and gender identity or status as a Vietnam era or special disabled veteran or any other unlawful basis, as defined by applicable law, and fostering a workplace free of unlawful discrimination and retaliation. This policy affects decisions including, but not limited to, hiring, compensation, benefits, terms and conditions of employment, opportunities for promotion, transfer, layoffs, return from a layoff, training and development, and other privileges of employment. An integral part of Duquesne Light Holdings' commitment is to comply with all applicable federal, state and local laws concerning equal employment and affirmative action. Duquesne Light Holdings is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful. If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at *************** and describe the specific accommodation requested for a disability-related limitation.

Senior Financial Analyst - We are looking for a Senior Financial Analyst to support financial planning, analysis, and reporting functions. This role will leverage Power BI to develop dashboards and data visualizations, working closely with finance, accounting, and business teams to optimize reporting and enhance decision-making. Key Responsibilities: Build and maintain financial models, reports, and dashboards using Power BI to aid strategic decisions. Present key financial insights and recommendations to senior leadership. Conduct in-depth financial analysis to identify trends and business opportunities. Manage budgeting, forecasting, and variance analysis to support financial stability and growth. Automate and streamline financial reporting processes to improve accuracy and efficiency. Collaborate with teams across the organization to enhance financial insights and decision-making. Ensure data accuracy and consistency across financial reporting platforms. Track and analyze key performance indicators (KPIs) to provide actionable insights. Handle ad-hoc financial projects as needed. Qualifications & Skills: Bachelor's degree in Finance, Accounting, Economics, or a related field. 5+ years of experience in financial planning, analysis, or a related role. Strong Power BI skills (data modeling, DAX, dashboard creation). Advanced Excel capabilities. Experience with budgeting, forecasting, and variance analysis. Excellent analytical, problem-solving, and communication skills. Ability to work independently in a fast-paced environment and manage multiple priorities. Preferred Skills: Experience with ERP systems and financial data structures. Strong business acumen and ability to translate complex data into strategic insights.

About Outlier Outlier is the world's leading expert platform, connecting a network of over 100,000 contributors worldwide to improve AI models by providing expert human feedback. We partner with companies including OpenAI, Meta and Microsoft to enable advanced generative AI models to provide accurate responses and advanced reasoning capabilities. We are looking for advanced Economics experts to teach AI how to interpret and solve complex problems by: Evaluate AI-generated content for factual accuracy and relevance in Economics. Develop and answer Economics-related questions to refine AI understanding. Assess and rank AI responses based on scientific rigor. Required expertise and qualifications: Education: Master's degree or higher (PhD preferred) in Economics or a related field (can be currently enrolled) Research Experience: Strong preference for candidates with peer-reviewed publications, patents, conference presentations, research grants, or industry R&D contributions English Proficiency: Ability to read and write with minimal errors Bonus Skills: AI model training experience is not required but helpful Payment: Currently, pay rates for core project work by Economics experts range from $30 to $50 per hour USD but varies based on your geographic location (see note below) Opportunities for higher-paying research projects based on performance. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project.

Job Posting: Investing Consultant Investing Consultant Type: Part-time/Contract We seek an experienced Investing Consultant to assist in establishing and managing an angel-investing framework within our organization. The ideal candidate will have a solid background in early-stage investment strategies, familiarity with venture capital and angel investment networks, and a proven record of helping startups or investors navigate the unique challenges of angel funding. Key Responsibilities: Develop a structured angel investment framework tailored to the organization's objectives and resources. Identify, screen, and evaluate high-potential startup investment opportunities. Assist in setting up due diligence processes to assess investment risks, valuations, and growth potential. Establish connections with angel investor networks, syndicates, and other potential co-investors. Provide insights on industry trends, investment best practices, and legal considerations for early-stage funding. Offer guidance on structuring investment terms, such as convertible notes, SAFE agreements, and equity distribution. Educate and support internal stakeholders on best practices for angel investment. Qualifications: Experiences: Minimum 10 years in angel investing, venture capital, or early-stage startup consulting. Knowledge: Deep understanding of startup ecosystems, investment structuring, and financial due diligence. Network: Established connections within the angel investing and venture capital communities. Skills: Strong analytical, communications, and project management skills; ability to convey complex investment concepts. Education: Bachelor's degree in Business, Finance, or a related field (MBA preferred). Why Join Us: Opportunity to shape the organization's early-stage investment approach and make a lasting impact. Collaborative, forward-thinking work environment. Flexible work arrangements with opportunities for professional development. To Apply: Please submit your resume and a cover letter detailing your experience with angel investing frameworks, startup ecosystem involvement, and any notable achievements in the field to Kelley Benson, HR - [email protected] Deadline for Application: November 30, 2024

As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role * Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services * Enhance the client's stated investment mission, planned implementation strategy, and execution strategy * Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned * Develop full knowledge/understanding of the key drivers for both day to day and investment committee members * Provide a wide range of services to trustees, investment sub-committees and corporate sponsors * Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities * Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies * Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate * Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research * Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning) The Requirements * Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred * Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management) * Exceptional client focus and proven track record of attracting, building and managing client relationships * Excellent oral and written communication skills and ability to liaise with internal and external constituencies * Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action * Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization * Track record of mentoring junior colleagues to deliver high quality work Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $140,000 to $220,000 USD per year. The role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. EOE, including disability/vets

As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **The Role** + Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services + Enhance the client's stated investment mission, planned implementation strategy, and execution strategy + Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned + Develop full knowledge/understanding of the key drivers for both day to day and investment committee members + Provide a wide range of services to trustees, investment sub-committees and corporate sponsors + Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities + Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies + Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate + Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research + Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning) **Qualifications** **The Requirements** + Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred + Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management) + Exceptional client focus and proven track record of attracting, building and managing client relationships + Excellent oral and written communication skills and ability to liaise with internal and external constituencies + Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action + Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization + Track record of mentoring junior colleagues to deliver high quality work **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $140,000 to $220,000 USD per year. The role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. **EOE, including disability/vets**

The Financial Analyst, Corporate Development is responsible for providing detailed and complex financial analyses, developing financial models, and evaluating business opportunities to support strategic decision making for the Company. This position will work with Company leadership to identify and evaluate new business opportunities to generate profitable growth of Company assets. WHAT YOU WILL DO FOR PENNENERGY RESOURCES Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the responsibilities of this position it is expected each employee will conduct themselves in accordance with PennEnergy Resources' Core Values of Honesty & Integrity, Health & Safety, Environmental Stewardship, High Performance, and Teamwork, Collaboration and Respect. Oversee, maintain, and improve PennEnergy Resources' corporate financial model. Conduct market research on companies, potential partners, and competitors to Identify trends, developments, and business opportunities in competitive environments. Establish financial benchmarks to measure performance. Assist in the preparation and compilation of the annual financial budget and reserve report. Create analytical reports to assess performance, financial status and risks, competitors, and other relevant companies. Prepare reports and presentations for PER leadership, Board of Directors, major shareholders, and other key business partners that synthesize findings, data, analysis, and recommendations. Collaborate with colleagues to monitor operating performance and produce analyses to support other departments. Develop financial models to support strategic decision-making, including contract negotiations, mergers, acquisitions, divestitures, and capital market transactions. Conduct ad-hoc financial analysis for special projects and provide project management through work plans, roadmaps, and templates to support strategic planning, internal brainstorming, and knowledge sharing. Please note, as a company rooted in innovation our positions are constantly evolving, and we champion the development of all roles. This job description is not designed to contain comprehensive listing of all responsibilities that are required, as they may change to meet the ongoing needs of the Company. REQUIRED QUALIFICATIONS Financial modeling and analysis Analytical, accounting, and financial knowledge Advanced level proficiency in Excel, PowerPoint, and other Microsoft Office suite products Peer comparison experience Project management BENEFICIAL QUALIFICATIONS Experience with corporate and/or three statement financial models Merger and acquisition experience Power BI, Spotfire, and Bloomberg software system experience WORK ENVIRONMENT/PHYSICAL DEMANDS Work is generally performed in a temperature-controlled office environment. Subject to extended periods of sitting and/or standing, vision to monitor, and typing. REGULAR SCHEDULE This is a full-time salaried position with a regular schedule of Monday through Friday work hours. Extended hours may be needed on occasion to complete Company objectives. Minimal travel may be required beyond the corporate office. Must provide own transportation. WHAT PENNENERGY RESOURCES WILL DO FOR YOU PennEnergy Resources provides transparency in expectations, encourages innovative thinking, opportunities for expanded learning, competitive salaries, and a safe work environment. PennEnergy Resources is committed to building a team of motivated individuals that thrive in a fast-paced, growing company. Eligible employees will appreciate the comprehensive benefits package and wellness initiatives. Best of all you will enjoy working for a company that lives and breathes its core values. LOCATION Corporate Office- Cranberry Township, PA REPORTS TO Manager, Corporate Development MANAGES OTHERS No EDUCATION REQUIREMENT Bachelor's degree in Accounting, Business, Finance, or related field WORK EXPERIENCE REQUIREMENT 0-3 years' financial analysis and modeling experience (oil and gas industry experience a plus) A combination of experience and/or education can be taken into consideration.

Primary Duties & Responsibilities * Provide financial assistance to the Materials Segment, OPTO Business Unit, and EMLO Business Unit. * Assist in designing financial reports, provide trend analysis, and address other ad-hoc requests. * Work on standard cost process improvements such as Capitalized Variances and Standard-to-Actual tracking. * Assist with Fixed Asset audits and Valuation activities. * Review internal financial process and provide recommendations for changes to management. * Perform additional duties and tasks as assigned. Education & Experience * Actively working toward a Bachelor's or Master's in Finance, Accounting, or related field. * Previous working experience is preferred. Skills * Excellent communication skills, both verbal and written * Strong reporting and analytical abilities * Strong knowledge of Microsoft Excel * Eagerness to learn * Positive attitude * Detail-oriented * Organization skills * Ability to multi-task and prioritize Depending on location, this position may be responsible for the execution and maintenance of the ISO 9000, 9001, 14001 and/or other applicable standards that may apply to the relevant roles and responsibilities within the Quality Management System and Environmental Management System. Culture Commitment Ensure adherence to company's values (ICARE) in all aspects of your position at Coherent Corp.: Integrity - Create an Environment of Trust Collaboration - Innovate Through the Sharing of Ideas Accountability - Own the Process and the Outcome Respect - Recognize the Value in Everyone Enthusiasm - Find a Sense of Purpose in Work Coherent Corp. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you need assistance or an accommodation due to a disability, you may contact us at ******************************.

Calgon Carbon | A Kuraray Company currently has an opportunity where you can be a part of our growing team as we provide our customers with outstanding products that make the air we breathe and the water we use safe for generations to come. Position: Financial Analyst II Location: Headquarters - Moon Township, PA Excellent Benefits: Medical, dental, prescription & vision, HSA & retirement savings (401k) - Generous Company Match! Perks: Incentives/bonus plans, competitive pay, dress for your day, hybrid schedules, paid time off (vacation starting at 3 weeks), tuition reimbursement, wellness programs, fun events, learning & development opportunities. Hours of work: Mondays - Fridays, 9:00 AM - 5:00 PM, 40 Hours/Week - Evening work is required of this position as needed (typically heavier at the end of quarters and year-end). The Financial Analyst II independently completes reporting and analysis for all aspects of commercial reporting (revenue & margin and operating expense). Responsibilities include but are not limited to assisting in the budgeting and forecasting cycles as well as the development of tools and frameworks for business line analysis, variance analysis, and tracking of progress against global initiatives. Additionally, the Financial Analyst II will assist in the advancement and integrity of existing reporting and data management utilizing Business Warehouse as well as SQL. The ideal candidate will bring creative and fresh ideas for new/further development of reporting to management. Duties and Responsibilities (not limited to) Assists in the analysis and reporting input processes for all aspects of the global commercial organization, with a focus on the Americas and Asia regions. Ensures system proficiency to enable accurate reporting while assisting with the development of new tools & methods of tracking and reporting performance. Completion of key internal controls related activities such as Contract Review as it pertains to revenue recognition, Cost Center Variance Analysis, and Customer Margin Review Completion of monthly Business Line Margin analyses focused on customer profitability analysis. Responsible for the organization and facilitation of periodic review meetings resulting in the timely communication of required journal entries to the Accounting. Assists in the compilation of additional recurring and ad hoc financial reporting and requests for management. Assists commercial and operational teams in the development of the semi-annual global sales & margin budgeting process, as well as periodic forecasts. Monitors business line performance against budget and other performance metrics. Assists with the analysis of Cost of Goods Sold (COGS) impact vs prior standard cost. Assists in the development of training materials and templates for new processes and reports/dashboards. Collaborate with the commercial and operations teams to further the utilization of existing tools, including but not limited to development of new and/or enhancement of existing reporting. Assist with reporting of both monthly incurred and expensed manufacturing variances with additional focus on forecasting future expected variances by working closely with manufacturing analysis team. Qualifications Bachelor's degree (B.A. or B.S.), or equivalent from four-year college or university is required. Master's degree (M.B.A.) or equivalent is preferred. 2-3 years Financial reporting & analysis experience is required. Existing working knowledge of relational databases such as Power Bi and SQL. Advanced Excel skills is preferred. Prior experience in a Manufacturing organization with relevant experience in financial reporting & analysis is preferred. More about Calgon Carbon, A Kuraray Company We are a company of scientific innovators with over 205 patents. For over 75 years, we've been innovating solutions to the world's emerging challenges. Since creating the first activated carbon products from bituminous coal in the 1940s, Calgon Carbon has been a pioneer in developing advanced products, systems and services for air and water purification. Calgon Carbon's product portfolio now encompasses more than 700 direct market applications. Headquartered in Pittsburgh, Pennsylvania, Calgon Carbon employs approximately 1,350 people and operates 20 manufacturing, reactivation, innovation and equipment fabrication facilities in the U.S., Asia, and in Europe, where Calgon Carbon is known as

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent*, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation.6 The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2023 was $117,359.7 In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension.8 For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************** About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.9 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength 2 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients10 • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.) • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products) • Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11 New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/5/2023. For methodology, please see ********************************************************************* . 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023) 3. New York Life agents have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals. Source: MDRT, July 2023. 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 6. If you do not qualify for the position of an Experienced Financial professional, you may qualify for an Introductory (PTAS) Contract. Under a PTAS Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period as a PTAS agent of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 7. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 8. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 9. Dividends are not guaranteed. 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. AR10511_052024 SMRU5029909 (Exp.06.30.2025)

Financial Planner / Wealth Manager Center Valley PA MassMutual Eastern PA is currently seeking a limited number of candidates to join our firm. High Potential and Proven Track Record of Advisor's generating High Six/Seven Figure Profits Practice Ownership with Equity Stake that can be valued and sold Ability to Create, Brand and Build your own Business and Identity We provide award winning practice management technology and training Our Advisors generate recurring revenue from a variety of sources through a non-captive contract and exposure to additional companies and product lines Options to join an established team based on an individual's background and skills What it takes to win with us An entrepreneurial mindset A desire to control your own destiny and outcome A passion for helping and educating people The willingness to push hard in the short-term in order to enjoy long-term success Benefits of working with MassMutual, Eastern PA Stable income compensation and performance-based compensation including complete benefits package. Personalized and comprehensive training and support In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies) In-house Financial Planning Department and Business Valuation experts Advancement and management opportunities A work-life balance most financial careers don't offer Responsibilities Develop comprehensive financial plans tailored to clients' needs and goals. Conduct thorough financial analyses to assess clients' current financial situations. Provide guidance on investment management, estate planning, and tax strategies. Maintain strong relationships with clients, ensuring ongoing support and communication. Stay updated on financial regulations and market trends to offer informed advice. Utilize financial software to track and manage client portfolios effectively. Qualifications Strong understanding of financial concepts and analysis Proficiency in financial planning and services Experience in estate planning, tax regulations, and estate law Skills in investment, cash, and wealth management Familiarity with financial software and portfolio management Excellent customer relationship management and sales abilities Strong mathematical skills and attention to detail You will receive support that is unparalleled in the industry. To get you up and running, we will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Duquesne Light Company, headquartered in downtown Pittsburgh, is a leader in providing electric energy and has been in the forefront of the electric energy market, with a history rooted in technological innovation and superior customer service. Today, the company continues its role as a leader in the transmission and distribution of electric energy, providing a secure supply of reliable power to more than half a million customers in southwestern Pennsylvania. Duquesne Light Company is committed to creating a culture of inclusion. We value and respect the unique differences and experiences of our employees. We believe that our differences lead to better collaboration, innovation and outcomes. We want you to join our team! The Senior Capital Planning Analyst II will play a key role on the team responsible for the delivery of the capital investment commitment within the Company's business plan. The Specialist will serve on a centralized team for capital investment management working closely with the Operations, Information Technology, Customer Service and Operation Services personnel that are responsible for capital deployment of both projects and programs. The position will assist in leveraging industry best practices and driving a culture of continuous improvement. Location: Hybrid, downtown Pittsburgh, Pennsylvania Responsibilities: Collaboratively, along with the Capital Investment Management team, implements a standardized capital investment reporting and evaluation process that drives accountability for execution of the capital plan throughout the organization. Analyze investment opportunities, conduct financial modeling, and prepare reports to assist in decision-making on capital allocation. Collaborate with cross-functional teams to gather data, assess risks, and identify potential investment strategies aligned with organizational goals. Conduct thorough market research to understand and implement industry best practices for capital deployment and management. Prepare investment proposals, including outlining potential returns, risks, and strategic implications, to leadership and others as needed. Track key performance indicators that measure the Company's ability to deploy capital in an efficient and effective manner. Support and actively champion the capital investment improvement roadmap throughout the organization. Provide suggestions for enhancement of investment processes and methodologies to improve decision-making efficiency and effectiveness. Build and maintain strong professional and working relationships with internal and external stakeholders. Education/Experience: Bachelor's degree in finance, business administration, or other related discipline required. Five (5+) or more years of relevant experience required. Additional education or certifications preferred. Skills and Experience Utilized in this Role Include: Strong analytical skills, strategic thought partnership, and ability to influence others. Excellent computer skills with Microsoft Word, PowerPoint, Excel, etc. Excellent communication skills and technical writing skills. Ability to pay attention to details and think critically. Ability to manage competing priorities in a fast-paced environment. Intellectually curious and eager to learn. Professional, responsible, energetic, and accountable. EQUAL OPPORTUNITY EMPLOYER Duquesne Light Holdings is committed to providing equal employment opportunity to all people in all aspects of the employment relationship, without discrimination because of race, age, sex, color, religion, national origin, disability, sexual orientation and gender identity or status as a Vietnam era or special disabled veteran or any other unlawful basis, as defined by applicable law, and fostering a workplace free of unlawful discrimination and retaliation. This policy affects decisions including, but not limited to, hiring, compensation, benefits, terms and conditions of employment, opportunities for promotion, transfer, layoffs, return from a layoff, training and development, and other privileges of employment. An integral part of Duquesne Light Holdings' commitment is to comply with all applicable federal, state and local laws concerning equal employment and affirmative action. Duquesne Light Holdings is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful. If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at *************** and describe the specific accommodation requested for a disability-related limitation.

Primary Duties & Responsibilities Provide financial assistance to the Materials Segment, OPTO Business Unit, and EMLO Business Unit. Assist in designing financial reports, provide trend analysis, and address other ad-hoc requests. Work on standard cost process improvements such as Capitalized Variances and Standard-to-Actual tracking. Assist with Fixed Asset audits and Valuation activities. Review internal financial process and provide recommendations for changes to management. Perform additional duties and tasks as assigned. Education & Experience Actively working toward a Bachelor's or Master's in Finance, Accounting, or related field. Previous working experience is preferred. Skills Excellent communication skills, both verbal and written Strong reporting and analytical abilities Strong knowledge of Microsoft Excel Eagerness to learn Positive attitude Detail-oriented Organization skills Ability to multi-task and prioritize Depending on location, this position may be responsible for the execution and maintenance of the ISO 9000, 9001, 14001 and/or other applicable standards that may apply to the relevant roles and responsibilities within the Quality Management System and Environmental Management System. Culture Commitment Ensure adherence to company's values (ICARE) in all aspects of your position at Coherent Corp.: Integrity - Create an Environment of Trust Collaboration - Innovate Through the Sharing of Ideas Accountability - Own the Process and the Outcome Respect - Recognize the Value in Everyone Enthusiasm - Find a Sense of Purpose in Work Coherent Corp. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you need assistance or an accommodation due to a disability, you may contact us at ****************************** .