Senior Portfolio Manager RKL eSolutions LLCSenior Portfolio ManagerLancaster, PA$140,000–$160,000 / yearDevelop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation. The Senior Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders.
Advanced Project Financial Controls Analyst FirstEnergy CorpAdvanced Project Financial Controls AnalystReading, PA$85,680–$149,040 / yearThe monthly forecasting cycle includes working with the Project managers to ensure the project forecasts are entered correctly into the Forecasting systems (Unifier/Ecosys), ensuring that project accruals are correctly calculated and submitted to Corporate Finance, and projects are in-serviced in a timely manner. Excellent analytical abilities involving moderately complex problems; exercise sound judgment High Proficiency in Excel, PowerPoint, Word, SAP, Ecosys, Unifier, CREWS, OPPM, PlannerDash, and PowerPlan Works safely according to company policies and procedures.
Project Financial Controls Analyst FirstEnergy CorpProject Financial Controls AnalystReading, PA$66,810–$120,960 / yearThe monthly forecasting cycle includes working with the Project managers to ensure the project forecasts are entered correctly into the Forecasting systems (Unifier/Ecosys), ensuring that project accruals are correctly calculated and submitted to Corporate Finance, and projects are in-serviced in a timely manner. Excellent analytical abilities involving moderately complex problems; exercise sound judgment High Proficiency in Excel, PowerPoint, Word, SAP, Ecosys, Unifier, CREWS, OPPM, PlannerDash, and PowerPlan Works safely according to company policies and procedures.
Premier Advisor - Wyomissing, PA Truist BankPremier Advisor - Wyomissing, PAWyomissing, PennsylvaniaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Wyomissing, PA Truist Financial CorporationPremier Advisor - Wyomissing, PAWyomissing, PAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Analyst, Tax Overlay & Portfolio Implementation SEI Investments CoAnalyst, Tax Overlay & Portfolio ImplementationPAWhat we need from you: The ideal candidate will possess an understanding of the investment advisory business including a base understanding of investment product types (e.g., managed accounts, ETFs, mutual funds) and investment advisor operations (i.e. portfolio accounting, portfolio rebalancing, corporate action processing, and trade settlements). SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Business Intelligence (BI) Analyst - On-Account Jones Lang LaSalle IncBusiness Intelligence (BI) Analyst - On-AccountMalvern, PARemoteWhether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The BI Analyst supports the on-account data and insights team for a financial services client, contributing to the development, maintenance, and delivery of business intelligence tools, reporting, and analytics.
Premier Advisor - Wyomissing, PA Truist Financial CorpPremier Advisor - Wyomissing, PAWyomissing, PAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Director of FP&A StratAcuity Staffing Partners IncDirector of FP&AWest Chester, PA$180,000–$195,000 / yearThe position leads segment-level FP&A activities, develops a team of analysts, and ensures financial rigor across forecasting, budgeting, and long-range planning while translating complex financial data into clear, executive-ready insights. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
Ops Srv Busin & Fin Analyst I/II/Sr/Lead PPL CorpOps Srv Busin & Fin Analyst I/II/Sr/LeadAllentown, PAOur high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve.