NewSenior Vice President, Global Tax Advisory BNYSenior Vice President, Global Tax AdvisoryPhiladelphia, PAIn this role, you’ll make an impact in the following ways: Advise a broad range of High Net Worth and Ultra High Net Worth clients on all aspects of estate & gift tax planning, income tax planning, family governance, philanthropy and family wealth and business succession strategies. Represent BNY Wealth through active involvement in wealth planning industry and contribute to thought leadership on wealth planning, including industry conferences and COI outreach efforts.
NewSenior Associate, Accounting Advisory Services KPMGSenior Associate, Accounting Advisory ServicesPhiladelphia, PAAssist with Securities Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings, and other acquisition filings for both domestic and cross-border transactions. Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition, and provide fresh-start accounting support to clients upon emergence from bankruptcy.
Financial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Clementon, NJBCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Managing Director, Transaction Advisory Services (M&A Tax) bdo consultingManaging Director, Transaction Advisory Services (M&A Tax)Philadelphia, PA$250,000–$350,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligencePhiladelphia, PACreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligencePhiladelphia, PA$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Finance Manager JobotFinance ManagerKing of Prussia, PA$140,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our model combines financial strategy, advanced modeling, and technology-driven execution to help companies gain real-time visibility into their performance and make better decisions faster.
Financial Advisory Consulting Associate (Nationwide) Huron Consulting Group IncFinancial Advisory Consulting Associate (Nationwide)PARemote$120,000–$165,000 / yearRequired: • Minimum of three years of experience with business valuation, restructuring & turnaround work, investment banking, financial advisory/consulting, litigation consulting, public accounting or audit-related consulting • Deep financial modeling, financial statement analysis, and data management experience, and ability to identify key operational performance drivers • Demonstrate a high-level of proficiency with: • Business Valuation concepts • 13 week cash flow forecast • 3-statement financial models • Financial reporting (monthly operating reports, statements & schedules) • Operational improvement and overhead analysis • Pitchbook preparation • BS/BA degree in Accounting, Finance, or Economics • Willingness to travel to client sites as needed • Candidates may live anywhere in the contiguous US. Preferred: • Have or working toward one or more of the following certifications: such as Certified Public Accountant (CPA), Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Accredited in Business Valuation (ABV) or Chartered Financial Analyst (CFA).
Healthcare Financial Advisory Services Associate Huron Consulting Group IncHealthcare Financial Advisory Services AssociatePARemote$120,000–$165,000 / yearMinimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.
CFO Advisory, Accounting Advisory Manager (GPS) Cherry Bekaert LLPCFO Advisory, Accounting Advisory Manager (GPS)Wilmington, DE$130,000–$180,000 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: Pay From: $130,000 to $180,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally.
Healthcare Financial Advisory Manager - Decision Support & Cost Accounting Huron Consulting Group IncHealthcare Financial Advisory Manager - Decision Support & Cost AccountingPARemote$165,000–$215,000 / yearDemonstrated experience building and delivering service line margin analyses, service line P&Ls, or DRG-level cost models using step-down allocation methodologies; Time-Driven Costing (TDABC) experience strongly preferred. Hurons industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.
Director, Transaction Advisory Services - Healthcare Financial Due Diligence BDO USA PCDirector, Transaction Advisory Services - Healthcare Financial Due DiligencePA$180,000–$280,000 / yearExamines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Job Summary: The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
Director, Finance and Accounting Advisory Services Armanino McKenna LLPDirector, Finance and Accounting Advisory ServicesPA$168,800–$230,100 / yearJob Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information • Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients • Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K's and proxy statements • Assist in the in the design and implementation of new accounting policies and procedures • Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes • Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation • Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting • Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting • Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process • Build team culture and environment for scaling a hyper-growth consulting business • Cultivate relationships with senior executives at client companies and private equity sponsors. • BS degree in Accounting, Finance, Business-related field or relevant work experience is required • Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level • Strong Excel and PowerPoint skills • A strong and up-to-date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus • Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills • Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well • Able to effectively communicate complex issues and solutions • Full of entrepreneurial spirit and comfortable in a fluid, flat organization.
Senior Manager, Transaction Advisory Services Armanino McKenna LLPSenior Manager, Transaction Advisory ServicesPhiladelphia, PA$150,000–$227,300 / yearConduct Financial Due Diligence, including preparation of Quality of Earnings reports • Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, Tax Due Diligence, IT Due Diligence, and IP Sales • Lead multiple buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals • Business Development - cultivate relationships with senior executives at client companies and private equity sponsors. • BS degree in Accounting, Finance, or another Business-related field • Minimum 7 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level • Prior Financial Due Diligence experience • Strong Excel and PowerPoint skills • CPA is preferred • A strong and up-to-date knowledge of US GAAP • Experienced in client advisory on financial accounting issues, and an understanding of significant business events (mergers, acquisitions, and carve-outs).
Advisory Manager Modera Wealth ManagementAdvisory ManagerWayne, PennsylvaniaFor additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.
Equity Director, Finance and Accounting Advisory Services Armanino McKenna LLPEquity Director, Finance and Accounting Advisory ServicesPA$168,800–$230,100 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. • Minimum 10 years of relevant professional experience in equity administration, stock plan operations, consulting, or equity heavy advisory roles, with experience at a senior leadership level.
Strategic Advisor - Business Owner & Private Wealth Advisory Univest Financial CorporationStrategic Advisor - Business Owner & Private Wealth AdvisoryKing of Prussia, PennsylvaniaOur practice is planning-driven and strategy-led , advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. At Girard, a Univest Wealth Division , we’re looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead advisor.
Senior - Transaction Advisory Services Baker Tilly Virchow KrauseLLPSenior - Transaction Advisory ServicesPA$96,290–$144,450 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewTransactions Advisory Consultant Job Details | Black & Veatch Family of Companies Black & VeatchTransactions Advisory Consultant Job Details | Black & Veatch Family of CompaniesWilmington, DEThe successful candidate will contribute to technical due diligence engagements for multiple types of assets, including but not limited to renewable energy, conventional generation, oil & gas, transmission, water, and/or new energy projects (such as hydrogen, ammonia, carbon capture, and renewable fuels) on behalf of lenders and investors; initially serving in a supporting role to a multi-disciplinary team of Independent Engineering andTechnical Due Diligence consultants. Leverages experience with plant engineering and design, inspections, outage assessment, plant and/or portfolio budget processes, equipment condition assessment, capital project assessments, reliability/availability assessments, conducting field observations, performance assessments, and/or financial analysis and models.
NewCorporate Advisory & Banking Relationship Manager Brown Brothers Harriman & CoCorporate Advisory & Banking Relationship ManagerPhiladelphia, PAThe Relationship Manager approaches each client and prospect as a corporate finance generalist bringing knowledge of capital markets, capital structure, merger and acquisitions, industry insights, and commercial lending to the dialogue, taking a long term, strategic perspective. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Strategic Advisor - Business Owner & Private Wealth Advisory Univest Financial CorpStrategic Advisor - Business Owner & Private Wealth AdvisoryKing of Prussia, PAOur practice is planning-driven and strategy-led, advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. At Girard, a Univest Wealth Division, we're looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead advisor.
Senior Consultant, Transaction Advisory Services Armanino McKenna LLPSenior Consultant, Transaction Advisory ServicesPhiladelphia, PA$102,900–$133,200 / yearRequirements • BS degree in Accounting, Finance, or another Business-related field • Minimum of 2 years' experience in a public accounting firm and operational accounting role, but new hires with strong college results, work history or active in extracurricular activities will also be considered • Strong Excel and PowerPoint skills • CPA is preferred • A strong and up-to-date knowledge of US GAAP. • Assist the Manager with buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals and helping advisors reach a successful transaction outcome.
Senior Associate, Accounting Advisory Sharp FinancialSenior Associate, Accounting AdvisoryHorsham, PA$80,000–$100,000Engage directly with clients and internal teams to gather critical financial data, resolve discrepancies, and strengthen financial reporting processes. Assist in creating financial reports, including balance sheets, income statements, and cash flow statements that align with GAAP and client objectives.
Internal Sales/Advisory Consultant Nomura Holdings IncInternal Sales/Advisory ConsultantPhiladelphia, PA$50,000–$70,000 / yearRole Description: As Internal Sales/Advisory Consultant, you will work with the aligned External Sales/Advisory counterpart(s) to represent Nomura and our strategic suite of public and private investments including Private Alternatives, Mutual Funds, Separately Managed Accounts and Exchange Traded Funds. Developing and maintaining an in-depth knowledge of financial markets, Nomura products and services and the competitive landscape; discussing the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks).
Internal Audit - Audit Consultant ( Wealth Advisory and Institutional Client Services) M&T Bank CorpInternal Audit - Audit Consultant ( Wealth Advisory and Institutional Client Services)Wilmington, DE$118,200–$197,000 / yearSpecific subject matter expertise regarding internal audit disciplines or in one or more of the following Lines of Businesses (LOBs) such as Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services, or support functions such as Treasury, Finance, Compliance, Technology, Operations, Risk Management, or Credit Administration. Scope of Responsibilities: This role operates independently within a matrix reporting environment and is responsible for the timely delivery of high quality, value-added audit reports for a variety of business activities (complex in nature), which meet the requirements of the Audit Committee and regulatory expectations.
Senior Consultant, Advisory IntegriChain IncorporatedSenior Consultant, AdvisoryPhiladelphia, PAThis team works with many small manufacturers bringing their first product to market, which presents individuals with opportunities to accelerate their understanding of the complex pharmaceutical supply chain and how interconnected pricing, contracting, market access and patient programs impact a patient's ability to access the therapy and a manufacturer's bottom line. The consultant will work alongside our team of seasoned industry domain experts to analyze regulatory guidance, interpret pricing methodologies, and translate technical concepts into clear, actionable insights for clients while providing prompt, accurate, and compliant pricing, and contracting advice to our customers.
Deals - Capital Markets Accounting Advisory Services - Manager PricewaterhouseCoopers LLPDeals - Capital Markets Accounting Advisory Services - ManagerPA$99,000–$232,000 / yearAs a Deals - Capital Markets Accounting Advisory Services - Manager, you will provide strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Senior Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Senior Consultant - Grants Management (Government Sector Services Advisory)Philadelphia, PARemoteAbout our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
Staff II Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Staff II Consultant - Grants Management (Government Sector Services Advisory)PAEisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more.
Director (Healthcare) - Transaction Advisory Services (51927) Citrin Cooperman & Company LLPDirector (Healthcare) - Transaction Advisory Services (51927)Philadelphia, PAApply TAS Best Practices to ensure consistent quality of service and work product and actively participate in the development of the group's Best Practices. As a Director you will be responsible for: Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
Senior Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPSenior Manager - Transaction Advisory ServicesPA$179,000–$262,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPManager - Transaction Advisory ServicesPA$126,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Advisory Solutions Consultant (Strategic Northeast) SailPoint IncAdvisory Solutions Consultant (Strategic Northeast)PA$116,900–$197,083.60 / yearSailPoint maintains broad salary ranges for its roles to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect SailPoint's differing products, industries, and lines of business. By harnessing the power of AI and machine learning, SailPoint automates and streamlines the complexity of delivering the right access to the right identities and technology resources at the right time.
NewSiegfried Advisory Finance Business Partner Siegfried GroupSiegfried Advisory Finance Business PartnerWilmington, DelawareThis role reports directly to The Siegfried Group (“TSG”) VP, Chief Accounting Officer and is responsible for ensuring that Siegfried Advisory receives high‑quality, coordinated, and insight‑driven finance and accounting support across key functional areas. The Siegfried Advisory (“SA”) Finance Business Partner serves as the primary finance & accounting liaison between Siegfried Advisory business leaders, the Siegfried Advisory Leadership Team (“SALT”), and the centralized TSG Finance & Accounting organization.
Property & Buildings Digital Advisory Lead WSP Global IncProperty & Buildings Digital Advisory LeadPA$160,000–$215,000 / yearWSP, an award-winning and innovative multi-disciplinary engineering consulting firm, is looking for a Property & Buildings Digital Advisory Lead, Senior Technical Manager (Assistant Vice President) with specific experience in Network Engineering and Applications utilization to deliver client strategic goals by identifying scope and partnering with subject matter experts across WSP business lines. • Oversee the OT network design engineering with respect to WAN/LAN/WLAN, VLANs, VPNs, internet access, remote access services, wireless connectivity, directory services, network security, VOIP telephony and related technologies.
Sr Manager, Anti-Money Laundering (AML) Global Payment Network (GPN) Advisory Capital One Financial CorpSr Manager, Anti-Money Laundering (AML) Global Payment Network (GPN) AdvisoryWilmington, DE$161,500–$184,300 / yearAs a Senior Risk Manager in Capital One's newly established Anti-Money Laundering (AML) Global Payment Network (GPN) Advisory team you will perform a key risk management role (second line of defense), to help ensure corporate initiatives and lines of business processes comply with applicable laws and regulations. While working within the AML Program framework, the AML GPN Advisory Senior Manager is responsible for driving and delivering quality results, providing compliance advice to lines of business as a subject matter expert, and executing or participating in corporate processes.
Advisory Manager ZS Associates IncAdvisory ManagerPAAs an Advisory Manager at ZS, you will play a critical role in leading project teams that support Pharma organizations to define and address client-specific business questions that require cross-functional thinking across Commercial and R&D: What You'll Do: Client Leadership & Impact. Demonstrates strong business and financial acumen with the ability to interpret strategic documents and financial statements, draw meaningful conclusions, and communicate implications-while also exhibiting sharp business intuition and the agility to quickly grasp and influence executive priorities.
Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region The Baldwin Group Insurance Holdings, LLCSr Client Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic RegionPhiladelphia, PAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.
Strategy Insights & Planning Associate Consultant-Business Advisory ZS Associates IncStrategy Insights & Planning Associate Consultant-Business AdvisoryPAWe partner collaboratively with our clients to develop products that create value and deliver company results across critical areas of their business, including portfolio strategy, customer insights, research and development, operational and technology transformation, marketing strategy, and many more. Strategic Problem-Solving & Delivery: Contribute to complex, often ambiguous, problem-solving efforts by analyzing quantitative and qualitative data, generating insights, and applying creative thinking to help address complex client challenges.
Employee Benefits Client Manager, Advisory & Consulting World Insurance Associates.Employee Benefits Client Manager, Advisory & ConsultingMount Laurel, New JerseyWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Position Summary With some guidance and or direction, leads client service for middle market clients, and supports large market clients often collaborating closely with senior colleagues on strategy design and renewal messaging.
Director - Accounting Advisory - Healthcare Centri Business ConsultingDirector - Accounting Advisory - HealthcarePhiladelphia, PAThis Director will provide accounting advisory services including, but not limited to, IPO and M&A Readiness, SEC Compliance & Financial Reporting, CFO Advisory, Transaction Advisory, Technical Accounting Research, and addressing the need for continuous improvement and optimization of the finance and accounting functions. From complex technical accounting transactions to monthly financial reporting , our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.
Management Associate, Wealth Advisory Glenmede CorpManagement Associate, Wealth AdvisoryPhiladelphia, PAOVERVIEW: The primary function of the Management Associate is to assist and support the designated Relationship Managers, Wealth Advisors and Fiduciary Specialists with advisory-related client service, trust and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives. Become a subject matter expert on all aspects of basic administrative duties including daily transaction processing for cash and securities transfers, check requests, gifts, deposits, routine and semi-complex client requests, account opening, overdraft resolution and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all of these duties without oversight.
Advisory Purple Senior Consultant (2026) Security Risk AdvisorsAdvisory Purple Senior Consultant (2026)Philadelphia, PARemoteAt SRA, we prioritize transparent career pathing, varied DEI programming and community groups, competitive benefits including mental health support, and an emphasis on a sustainable, healthy, and engaging work culture. Collaboration: Work closely with internal SRA teams, including Red and Blue, to integrate findings from purple team exercises into continuous improvement processes for each client. .
Relationship Manager, Endowment & Foundation Advisory Glenmede CorpRelationship Manager, Endowment & Foundation AdvisoryPhiladelphia, PAParticipate in department-specific and firm-wide initiatives that expand capabilities, address unmet business needs, improve the client experience, develop more efficient processes, and advance team, office, and business capabilities. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
Accounting Advisory, Consultants, Managers, and Sr. Managers Gateway Search AssociatesAccounting Advisory, Consultants, Managers, and Sr. ManagersPhiladelphia, PennsylvaniaInteract with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions. Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.
Client Advisory Associate - Family Office M&T Bank CorpClient Advisory Associate - Family OfficeWilmington, DE$59,500–$99,100 / yearEducation and Experience Required: Bachelor's degree in Accounting, Finance, or related field with significant Accounting coursework, and a minimum of 1 years' accounting, audit, and/or financial institution experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' accounting, audit, and/or financial institution experience. Supports financial data integration and reporting for ultra-high net worth family office clients, with the goals of assisting with superior client service, better organizing and educating clients, and helping the team provide high-level advice.
Senior Vice President, Global Tax Advisory The Bank of New York Mellon CorpSenior Vice President, Global Tax AdvisoryPhiladelphia, PAIn this role, youll make an impact in the following ways: Advise a broad range of High Net Worth and Ultra High Net Worth clients on all aspects of estate & gift tax planning, income tax planning, family governance, philanthropy and family wealth and business succession strategies. Represent BNY Wealth through active involvement in wealth planning industry and contribute to thought leadership on wealth planning, including industry conferences and COI outreach efforts.
Philadelphia Technology Audit & Advisory Senior Consultant Protiviti IncPhiladelphia Technology Audit & Advisory Senior ConsultantPhiladelphia, PA$90,000–$134,000 / yearExposure to and/or interest in: The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Tax Advisory - Senior Associate Siegfried AdvisoryTax Advisory - Senior AssociatePhiladelphia, PennsylvaniaSiegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business. We are looking for someone who loves challenges, believes in investing in themselves and their future, and wants to broaden their skillset and enhance their marketability while enhancing their individual leadership.
Philadelphia Technology Audit & Advisory Associate Director Protiviti IncPhiladelphia Technology Audit & Advisory Associate DirectorPhiladelphia, PA$135,000–$229,000 / yearA passion for: The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), data resilience, agile system development methodologies, etc. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.