NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Marlton, 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.
NewFinancial Controller Gables Search GroupFinancial ControllerPhiladelphia, PA$130,000–$160,000 / year40-person company, long-tenured workforce, consistent customer base across meat & poultry, soups & sauces, snack foods, dairy, and coffee/beverage segments. A lower middle market PE firm just acquired a 40-year-old custom seasoning and flavor manufacturer in the greater Philadelphia area (Bucks County).
Associate, Financial Planning & Analysis Link LogisticsAssociate, Financial Planning & AnalysisFort Washington, PennsylvaniaThe Associate works closely with cross-functional teams including Asset Management, Property Management, and Leasing to ensure financial data isaccurate,timely, and actionable. The Associate, Financial Planning & Analysis supports Link Logistics’ Finance team by contributing to the budgeting, forecasting, and financial reporting processes across the national portfolio.
Senior Director of Financial Planning & Analysis (FP&A) Unified Door and Hardware GroupSenior Director of Financial Planning & Analysis (FP&A)Pennsauken, New Jersey$260,000–$405,000 / yearFull timeUnified Door & Hardware Group (UDHG) is seeking a strategic, analytical, and business-oriented Senior Director of Financial Planning & Analysis (FP&A) to help lead the organization's financial planning function and serve as a key advisor to executive leadership. The Senior Director of FP&A partners closely with Operations, Sales, Accounting, Supply Chain, and Corporate Finance to deliver actionable insights that improve profitability, optimize resource allocation, and support strategic business decisions.
Associate Manager, Financial Planning & Analysis -Commercial Functions PTC Therapeutics IncAssociate Manager, Financial Planning & Analysis -Commercial FunctionsNJ$96,000–$115,000 / yearQualifications: Bachelor's degree in Finance or Accounting discipline and a minimum of 5 years relevant financial planning and analysis experience within a pharmaceutical, biotechnology or related environment OR equivalent combination of experience and/or education. This individual collaborates closely with a range of cross-functional stakeholders including North America commercial stakeholders, other G&A functions, and other members of the finance and accounting functions.
Senior Financial Planning Analyst - Hybrid - Somerset, NJ SyscoSenior Financial Planning Analyst - Hybrid - Somerset, NJNew JerseyThe Senior Finance Analyst partners closely with Sales, Supply Chain, Procurement, and Finance leadership to translate data into insights, develop financial models and business cases, recommend actions, and drive execution against profitability, efficiency, and growth objectives. From providing full-spectrum hospitality and distribution solutions at Guest Supply® and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we’re proud to provide products to more than 25,000 hotels in over 100 countries.
Senior Analyst, Financial Planning & Analysis TransUnionSenior Analyst, Financial Planning & AnalysisPA$72,300–$105,000 / yearFor You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers.
Non-Tenure Track Assistant or Associate Teaching Professor - School of Financial Planning Rowan UniversityNon-Tenure Track Assistant or Associate Teaching Professor - School of Financial PlanningGlassboro, NJFor eligible employees, benefits include: comprehensive NJ State health, dental and retirement benefits, extensive accrued time off/paid holidays, and tuition reimbursement for employee, spouse, and dependents to attend Rowan University, Glassboro. Primary Responsibilities: Teach up to 12 credit hours per semester in financial planning and related finance topics (e.g., investments, personal financial planning, retirement, estate, and tax planning, risk management).
Financial Planning Consultant - Devon, PA Raymond James Financial IncFinancial Planning Consultant - Devon, PADevon, PAUnder limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Strategic Financial Planning & Analytics Senior Manager CBIZ IncStrategic Financial Planning & Analytics Senior ManagerPhiladelphia, PAKey responsibilities include, but are not limited to: Provide core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; Prepare core financial information, models and analyses relative to the engagement requirements/expectations; Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables; Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; Take ownership of the functional work, which could include budgeting / forecasting, financial and operational reporting, profitability analysis, developing business processes and data management, etc; With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc.
Financial Analysis Manager II - Life Sciences Planning & Analysis Ecolab Inc.Financial Analysis Manager II - Life Sciences Planning & AnalysisKing Of Prussia, PA$133,700–$200,600 / yearThis role is responsible for coordinating and executing key P&A processes across Life Sciences, including annual planning, business performance reviews, monthly forecasting, monthly close support, management reporting, business performance analysis, and ad-hoc strategic finance initiatives. As a member of the Global Life Sciences Finance leadership team, the Financial Analysis Manager II will lead Life Sciences Planning & Analysis (P&A) activities and provide financial insights, reporting, and decision support to Life Sciences Finance and business leadership.
Analyst, Financial Planning & Analysis Netrality Data CentersAnalyst, Financial Planning & AnalysisPhiladelphia, PAWith eighteen premier data centers located in six metropolitan markets, Netrality continues to acquire strategic network interconnection data centers and develop Meet Me Rooms (MMRs) and wholesale data center space within those properties to offer the highest quality and most robust direct network interconnections in the market. Must be proficient with the Microsoft Office Suite; database experience (querying data, specifically) and experience with MRI/general accounting systems a plus.
Advance to Financial Planning Advisor Vanguard GroupAdvance to Financial Planning AdvisorPaoli, PAAfter approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provide tailored financial advice and portfolio management guidance. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors-combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistBerwyn, PARemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Strategic Financial Planning & Analytics Senior Associate CBIZ IncStrategic Financial Planning & Analytics Senior AssociatePhiladelphia, PAKey responsibilities include but are not limited to: Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; Take ownership of functional work, which could include but is not limited to: Budgeting / forecasting. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc.
Adaptive Planning Senior Consultant (Adaptive Planning certified) Remote StradaAdaptive Planning Senior Consultant (Adaptive Planning certified) RemoteNew JerseyRemoteWith the support, resources, and opportunities we provide, you’ll build a fulfilling future – working on meaningful projects that span industries and regions, contributing to outcomes that matter. Operating in 180+ countries, we design and deliver people-first solutions powered by cloud-based technology – helping organizations grow and enabling workforces to perform at their best.
Wealth Planning Analyst Rockefeller Capital ManagementWealth Planning AnalystPhiladelphia, PennsylvaniaFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management.
Nuuly Director of Inventory Planning and Exit Strategy Urban Outfitters IncNuuly Director of Inventory Planning and Exit StrategyPhiladelphia, PAThe Director will work closely with Merchandise Planning, Buying, Finance, Marketing, Operations, Inventory Control, Engineering, Data Science, Business Analytics, and Reclectic leadership to build scalable strategies, tools, and decision frameworks for Nuuly''s post-Rent inventory lifecycle. This leader will determine what inventory goes where, when, and why across Thrift, Marketplace, Reclectic, external resale partners, and future exit channels, with the goal of maximizing financial recovery, inventory productivity, and exit capacity.
VP, Finance and Business Planning Axia Women's HealthVP, Finance and Business PlanningVoorhees Twp, New JerseyThe VP of Financial Operations will lead the organization's budgeting and forecasting processes, ensure timely and accurate financial reporting, support mergers and acquisitions, and continuously enhance financial processes, systems, and analytics to improve organizational performance. At its core, Axia Women’s Health is a community of over 400 providers across nearly 150 locations committed to providing a more caring, connected, and progressive health care experience for women.
NewVice President, Executive Planning Consultant - Mid-Atlantic Market FidelityVice President, Executive Planning Consultant - Mid-Atlantic MarketPhiladelphia, PennsylvaniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.