NewLead Financial Planning Specialist Claire Myers ConsultingLead Financial Planning SpecialistPhiladelphia, PA$100,000–$130,000 / yearThis person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia.
NewEstate Planning Attorney JobotEstate Planning AttorneyHolland, PA$70,000–$110,000 / 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. 4. Develop and implement effective estate planning strategies to ensure clients’ objectives are met and potential tax liabilities are minimized.
NewAnalyst, Forecasting & Planning The Burpee Seed CorpAnalyst, Forecasting & PlanningWarminster, PAIn this role, you'll be responsible for developing accurate demand forecasts, managing retail replenishment, and delivering data-driven insights that support key business decisions. You'll work closely with Sales, Operations, Finance, and Supply Chain to optimize inventory, improve forecast accuracy, and ensure products are available to meet customer demand.
NewSupply Chain Planning & Allocation Senior Analyst GopuffSupply Chain Planning & Allocation Senior AnalystPhiladelphia, PA$75,000–$95,000 / yearThis senior analyst will own planning efforts with Merchandising, Finance, Marketing, Quality, and Operations, as well as with suppliers and distributors to manage forecasts, inventory health, and vendor performance end-to-end. Manage vendor relationships end-to-end and proactively flag supply risks, production delays, or service issues, working with partners to drive resolution.
NewProducing Financial Planner RiversEdge AdvisorsProducing Financial PlannerWilmington, DEMaintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded. Delivers a diversified set of investment and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential clients.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementRoyersford, PAIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewFinancial Advisor Members Wealth LLCFinancial AdvisorMedia, PAWhen we introduce advisors to our service offering, emphasizing planning, custom portfolios, and financial professionals in house to work directly with their client on investments, tax, and estate – it is a real eye opener for them. Ability to deliver a great client experience by effectively arranging internal and external resources to deliver a comprehensive wealth management solution including but not exclusive to investments, tax, trust and estate.
NewFinancial Due Diligence - Manager CFGIFinancial Due Diligence - ManagerPhiladelphia, PAWe are actively expanding our Transaction Advisory Services (TAS) practice and seeking experienced professionals to lead financial due diligence engagements for private equity firms, strategic buyers, and corporate clients. Managers oversee day-to-day engagement execution, manage client relationships, mentor Consultants, and work closely with Senior Managers and Directors to deliver actionable transaction insights throughout the deal lifecycle.
NewFinancial Paraplanner Sentinel Asset Management LLCFinancial ParaplannerVillanova, PAFinancial Assistant, Mortgage Processor, Loan Processor, Client Service Associate, Investment Operations Specialist, Financial Planning Coordinator, Financial Planner Assistant, Client Relationship Specialist, Wealth Management Associate, Financial Services Administrator, and similar roles. Your responsibilities will include handling administrative tasks, such as managing paperwork, liaising with custodians/financial institutions, providing client support, and ensuring that all processes are efficiently managed.
NewAssociate Director of Finance ElwynAssociate Director of FinanceMedia, PA$108,000–$110,000 / yearThe Associate Director of Finance collaborates closely with Finance leadership, corporate and shared service department leaders, external auditors, regulatory agencies, and internal stakeholders to ensure consistent reporting, effective financial management, and alignment with Elwyn’s strategic goals. Serve as the finance business partner for corporate overhead and shared services departments including Administration, Real Estate, Legal & Risk, Human Resources, Information Technology, Finance, Main Campus Overhead, Other Overhead, and other departments as needed.
NewProgram Management Analyst (ANM1) LCS TDI TechnologiesProgram Management Analyst (ANM1) LCSWayne, PATDI Technologies is seeking a Program Management Analyst (ANM1) to provide junior-level program management support to the Surface Training Systems Program Office (PMS 339), which executes over 100 training projects under the Surface Training Advanced Virtual Environment (STAVE) and Ready Relevant Learning (RRL) portfolios. • Assist in developing presentations, briefings, and digital media products for semi annual Surface Warfare Training Committee (SWTC) meetings and monthly STAVE Integrated Product Teams (IPTs) under the guidance of senior staff.
NewPurchasing Agent Nooter ConstructionPurchasing AgentFeasterville-Trevose, PAThis position works closely with project managers, department leaders, contracts, accounting, vendors, subcontractors, and field personnel to ensure materials and services are obtained timely, competitively, and in accordance with company requirements. Key ResponsibilitiesSource, evaluate, negotiate, obtain approvals for, and purchase or lease materials, supplies, tools, equipment, services, subcontractors, and other goods required for field and office operation.
Manager Financial Planning and Analysis - FT - Day - Financial Planning and Analysis Lawrenceville NJ Capital HealthManager Financial Planning and Analysis - FT - Day - Financial Planning and Analysis Lawrenceville NJLawrenceville, NJ$106,017.60–$138,528 / yearEight years of progressively responsible, directly related experience in healthcare financial accounting and reporting, including two years of leadership or management experience, when accompanied by a high school diploma or equivalent. Experience: Four years of progressively responsible, directly related experience in healthcare financial accounting and reporting, including two years of leadership or management experience, when accompanied by a Bachelor's degree.
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.
VP Financial Planning & Analysis Quaker HoughtonVP Financial Planning & AnalysisConshohocken, PAThey will also be responsible for developing and driving a proactive, collaborative partnership between Corporate Finance and FP&A teams across the globe, understanding FP&A team needs, driving constructive and engaging conversations, monitoring stakeholder feedback and identifying trends and opportunities to advance Quaker Houghton’s business and financial strategy. Job DescriptionReporting to the CFO, the VP of Global FP&A oversees the global financial planning and analysis processes, conducting analytics on the full P&L, liaising with operational support functions and providing broad decision support analytics to assist business leaders, including reporting, budgeting, and forecasting processes.
Financial Planning & Analysis Associate JPMorgan Chase & CoFinancial Planning & Analysis AssociateNewark, DEAs an Associate on the Financial Planning & Analysis team supporting Risk Management & Compliance, you will support our P&A leads with responsibilities that include financial planning & analysis oversight, coordination of location strategy and real estate, and driving organization optimization initiatives. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
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.
Senior Manager, Commercial Financial Planning & Analysis West Pharmaceutical ServicesSenior Manager, Commercial Financial Planning & AnalysisExton, PAWest solved the problem of supplying penicillin in mass quantities to the US Government during World War 2. Through our work to deliver thousands of life-saving and life-enhancing injectable medicines to millions of patients daily, West's indelible mark on the healthcare industry has just begun. Responsibilities include delivering monthly, quarterly, and annual reporting and analysis; participating in global business reviews; leading budgeting, forecasting, and strategic planning processes; and developing business cases for strategic investments.
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 & Analysis Manager Security Risk AdvisorsFinancial Planning & Analysis ManagerPhiladelphia, PAMaintain strong knowledge of professional services business metrics including utilization rates, realization rates, project profitability, and resource capacity planning, and leverage that knowledge to suggest business changes and improvements. As the bridge between finance and operations, you will develop and manage comprehensive budgets, drive advanced financial forecasting, and provide strategic insights that inform business decisions across the organization.