Financial Planning Analyst - University Press Pennsylvania State UniversityFinancial Planning Analyst - University PressPA$68,200–$102,300 / yearSupport of PSUP includes interfacing with the Press Managers and Supervisors on budgetary issues related to their areas; entering of author contracts into a royalties system; receiving, analyzing, and processing sales reports from vendors; preparing royalty payment calculations; and advising the Press Director on publishing industry-specific business arrangements and contracts. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive.
NewSenior Analyst, Financial Planning & Analysis CVS Health CorpSenior Analyst, Financial Planning & AnalysisPA$46,988–$122,400 / yearThe Financial Planning & Analysis (FP&A) Senior Analyst will play a key role in supporting the financial planning, forecasting, budgeting, and performance management processes for Retail Store Payroll and related labor expenses. This position is responsible for delivering timely and accurate financial analysis, identifying key business drivers, and providing actionable insights that support strategic decision-making.
NewPlanning Consultant - Villanova, PA FidelityPlanning Consultant - Villanova, PAPennsylvaniaRemoteRelationship Management Please 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. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients.
Workday Adaptive Planning Senior Manager Baker Tilly Virchow KrauseLLPWorkday Adaptive Planning Senior ManagerPA$178,310–$338,030 / 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. 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.
Gift Planning Officer Pennsylvania State UniversityGift Planning OfficerPA$76,700–$145,700 / yearReporting to the Assistant Vice President of Gift Planning and with significant experience in gift planning and fundraising principles, this Gift Planning Officer will: Support, partner, and educate fundraising colleagues by providing technical expertise, gift planning options, proposal language, and participating in prospect meetings as appropriate; Articulate Penn State's needs, ambitions, and values through excellent informal and formal communications; Manage a portfolio of planned giving prospects, working with senior university leadership to secure philanthropic support; Travel extensively throughout the country to pursue these strategies and build enduring relationships; Assist with strategy in areas including prospect capacity, review of assets, formulation of gift plans and proposals, providing gift planning illustrations; Maintain and enhance stewardship for gift planning donors and promote the Atherton Society and its events as recognition for these donors. The successful candidate will have: A track record of success in securing planned gifts and meeting fundraising goals; Exemplary interpersonal and communication skills, with a particular sensitivity to sophisticated, high-net worth audiences; The ability to create and maintain an inclusive and respectful environment for all students and colleagues; Subject matter expertise in the planned giving field, with strong understanding and/or training in tax law and estate management practices; Impeccable writing, presentation skills, and ability to utilize various technologies; A passion for higher education and an understanding of complex institutions; A proven ability to self-motivate and work both independently and as part of a team; A commitment to professional development, learning, and being mentored.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPennsylvaniaIn 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.
Adjunct Instructor - Undergraduate General Education Course in Workforce Financial Skills Pennsylvania State UniversityAdjunct Instructor - Undergraduate General Education Course in Workforce Financial SkillsPAThe Workforce Education and Development (WFED) program seeks qualified adjunct instructors to teach undergraduate general education courses related to personal financial planning, financial literacy, and money management for the workforce. Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR).
Retirement Plan Services Manager The Penn Mutual Life Insurance CompanyRetirement Plan Services ManagerPA$115,000–$130,000 / yearEstablishment of periodic meetings with HTK's Product Team and Sales Support and Business Development team; Perform regular due diligence of approved retirement plan providers, including a detailed review of responses to HTK's questionnaires, public disclosures (ADV), IA agreements and may also include on-site visits with firms. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management.
Financial Operations Planner Pennsylvania State UniversityFinancial Operations PlannerPA$68,200–$102,300 / yearWe embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. This role supports the Office of Budget and Finance and Central Finance and Business units by partnering closely with a Strategic Finance Partner to provide financial guidance, analysis, and decision support to unit leadership.
Senior Financial Analyst, Commercial (REMOTE) Revvity IncSenior Financial Analyst, Commercial (REMOTE)PARemote$79,000–$100,000 / yearAs a trusted advisor to commercial leaders, youll own the full commercial income statement-from forecasting and reporting to deep-dive analysis-while partnering closely with cross-functional teams to shape strategic decisions. Overview: Join Revvity as a USCAN Commercial Senior Financial Analyst and become the strategic finance partner driving commercial success across our Platform and Reagents Segments in North America.
NewLititz Financial Analyst KenvueLititz Financial AnalystPennsylvaniaAnnual base salary for new hires in this position ranges: $90,100.00 - $127,200.00 This takes into account a number of factors including work location, the candidate’s skills, experience, education level & other job-related factors. The individual will support the Leadership team in identifying, evaluating, and selecting key initiatives to achieve overall goals including providing support to a regional finance team in support of overall consumer sector strategy.
Financial Advisor Associate - Montgomeryville, PA TD BankFinancial Advisor Associate - Montgomeryville, PAPennsylvaniaThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Associate Planning Manager EcolabAssociate Planning ManagerPennsylvaniaTo meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to: - Undergo additional background screens and/or drug/alcohol testing for customer credentialing. As the Associate Planning Manager, you will optimize planning processes to support delivery, production, continuous improvement, lean manufacturing, and working capital goals.
Sr Financial Analyst, Digital (REMOTE) Cengage LearningSr Financial Analyst, Digital (REMOTE)PennsylvaniaRemoteCengage, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. Prior experience in a Finance role supporting the R&D function with specific expertise with time-tracking tools, Jira, and/or similar; ability to translate those non-financial tools into financial metrics.
Manager, Corporate Financial Reporting and Consolidations Globus MedicalManager, Corporate Financial Reporting and ConsolidationsPennsylvaniaThe position of Manager, Corporate Financial Reporting and Consolidations is responsible for delivering consolidated financial statements, which involves working closely with various global finance teams to drive consolidation and reporting efficiencies. Continued development of OneStream and D365 knowledge and usage, including routine check-ins with the larger finance group, organizing and leading ad-hoc training sessions, and working to improve reporting functionalities across the group (e.g.
Financial Controller Eddyfi TechnologiesFinancial ControllerState College, PAThe Financial Controller serves as a key financial leader, ensuring the accuracy and reliability of financial information, internal controls, monthly closings, and support for budgeting, forecasting, and performance analysis. As a trusted advisor to the General Manager, this person helps drive informed decision-making, operational efficiency, profitability, compliance, and process optimization in a dynamic multi-entity environment.
Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls United Placement GroupSenior & Retirement Financial Advisor - Pre-Set Appointments, No Cold CallsAltoona, PAAre you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.
Financial Advisor First National Bank Of PennsylvaniaFinancial AdvisorState College, PennsylvaniaManages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesState College, PARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Analyst 2 Sciens Building SolutionsFinancial Analyst 2PennsylvaniaThe person in this role will prepare budgets and forecasts, support special projects, and work on continuous process improvements across the platform, in order to maintain a strong control environment. Review inventory reporting to identify non-moving parts, ensure cycle counts are being complete, help divisions set up year end full counts, etc.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemotePARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Senior Financial Analyst – Commercial & Analytics EcolabSenior Financial Analyst – Commercial & AnalyticsPennsylvaniaThis role operates at the intersection of commercial finance, advanced analytics, and data integrity, partnering closely with Sales, Marketing, and Supply Chain to drive profitable growth and improve decision-making. To meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to: - Undergo additional background screens and/or drug/alcohol testing for customer credentialing.
Financial Advisor FNB CorpFinancial AdvisorState College, PAMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3. Skills Required to Perform the Primary Responsibilities of this Position: • Excellent management skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Excellent customer service skills • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level. Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)State College, PARemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Financial Controller BTI SolutionsFinancial ControllerPennsylvaniaRole Purpose: The candidate will serve as a key financial liaison between the parent company and the subsidiary, ensuring alignment in financial reporting, compliance, and business planning. Support quarterly consolidated closing for the acquisition SPV (LNGR), including the preparation of consolidated financial statements.
Financial Reporting Specialist SEiFinancial Reporting SpecialistPennsylvaniaYou will assist in managing communications with fund accounting teams, internal technology teams, vendors, clients and, as necessary, external auditors in order to (i) support the orderly completion and approval of financial statements and (ii) resolve financial reporting, systems and other relevant issues. 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.
Part Time Financial Experience Advisor - Benefits Available- Robinson Clearview Federal Credit UnionPart Time Financial Experience Advisor - Benefits Available- RobinsonRobinson Township, PennsylvaniaStarting Pay Rate $20 per hour Working Hours: Scheduled during the following hours of operation: You’ll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day.
Financial Programs Specialist All Financial FreedomFinancial Programs SpecialistHarisburg, PA$35,000–$68,000Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.
NewChief Financial Officer Prime Healthcare Management IncChief Financial OfficerPennsylvania$250,000–$280,000 / yearFull timeIf you wish to contribute to the Prime Healthcare legacy within a Chief Financial Officer capacity for a hospital within our family of acute care hospitals (or future hospitals) , then join our executive leadership network to begin exploring immediate and future opportunities. The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire, in which a wide range of factors will be considered, including but not limited to, skillset, years of applicable experience, education, credentials and licensure.
Financial Consultant - NBT Bank LPL FinancialFinancial Consultant - NBT BankPennsylvaniaThis employment opportunity at NBT Bank in Scranton, PA would allow you to join the Investment Program at NBT Bank as a Financial Consultant associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to NBT Bank for financial solutions.
Senior Financial Service Lead First Quality Enterprises IncSenior Financial Service LeadPAOur personal care and household product portfolio includes baby diapers, wipes, feminine pads, paper towels, bath tissue, adult incontinence products, laundry detergents, fabric finishers, and dishwash solutions. Founded over 35 years ago, First Quality is a family-owned company that has grown from a small business in McElhattan, Pennsylvania into a group of companies, employing over 5,000 team members, while maintaining our family values and entrepreneurial spirit.
Financial Center Manager Northwest Savings BankFinancial Center ManagerAltoona, PAAs a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for various banking products and services, that may include loans, deposits, and/or investments.
CNB Bank, Financial Education Manager CNB Financial CorpCNB Bank, Financial Education ManagerClearfield, PADemonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: Leadership: Demonstrates strong leadership by setting a clear vision for financial education initiatives and guiding employees, community partners, and program participants with confidence, clarity, and purpose. Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: Respect: Models respect by actively fostering an inclusive, collaborative, and supportive environment across all communities served by the Bank.
NewResearch Financial Compliance Analyst - FACO Pennsylvania State UniversityResearch Financial Compliance Analyst - FACOUniversity Park, PA$65,508–$108,444 / yearThe Financial Analysis and Compliance Office (FACO) at Penn State seeks a Research Financial Compliance Analyst to support the University's $1.4B+ research enterprise through expert financial analysis, post-award compliance oversight, proactive award monitoring, and collaborative partnerships across colleges, campuses, and central units. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive.
Financial Center Manager Northwest BankFinancial Center ManagerAltoona, PennsylvaniaAs a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. • Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for various banking products and services, that may include loans, deposits, and/or investments.
Financial Center Manager - Robinson Clearview Federal Credit UnionFinancial Center Manager - RobinsonRobinson Township, PennsylvaniaYou align sales, service, and operations to deliver exceptional member experiences while developing your team and strengthening Clearview’s presence in the community. What You’ll Do Lead Financial Center Performance Drive financial center sales and growth by executing strategies aligned with credit union goals and local market opportunities.
Manager, Finance NewAmsterdam Pharma CorporationManager, FinancePennsylvaniaThis role will partner closely with business leaders to deliver financial insights, forecasting, reporting, and operational support to drive strategic decision-making and business performance. The Manager, Finance, is responsible for supporting the financial management of the G&A functions and providing FP&A support across CMC, R&D, and clinical trial accruals.
Senior Finance Professional (Multiple Opportunities) Hire Resolve.comSenior Finance Professional (Multiple Opportunities)PennsylvaniaThis role is designed to attract strong finance talent across multiple disciplines, including Financial Management, Accounting, FP&A, Corporate Finance, and Financial Reporting . This opportunity suits professionals who thrive in dynamic environments and are looking to advance into senior-level or leadership roles within finance.
Manufacturing Supervisor LancesoftManufacturing SupervisorReedsville, PA$79.42Manages a moderate-sized team of highly skilled direct reports, overseeing various aspects of production processes to ensure efficiency, quality, and adherence to deadlines, while effectively managing resources and fostering a collaborative work environment to achieve organizational objectives. •Defines and establishes Lean projects, implementing strategies to streamline processes, eliminate waste, and optimize efficiency within project workflows, while adhering to Lean principles and methodologies to drive continuous improvement and maximize value delivery.
NewHead of Finance US Region CSL PlasmaHead of Finance US RegionPennsylvaniaReporting to the Head of Finance, Behring Commercial, as the Head of Finance, US Commercial , you will be a member of the US Business Leadership team, and assume a strategic role in the management of the region by enabling the business to develop, execute and achieve its financial and operational goals by providing decision support and financial counsel including: Maximizing net revenue and profitability. You are required to possess a unique combination of financial expertise, industry knowledge, strategic thinking, leadership skills, and a proven track record to effectively partner with their commercial teams and drive growth in a highly regulated and dynamic industry.
NewFP&A Manager Susquehanna International Group, LLPFP&A ManagerBala Cynwyd (Philadelphia Area), PennsylvaniaTo meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. Maintain and improve cost driver definitions and allocation logic across trading desks, strategies, and support functions; document methodologies so they are auditable and easy to maintain.
Finance Systems Analyst Madrigal PharmaceuticalsFinance Systems AnalystPennsylvaniaPlease know that Madrigal does not conduct interviews via text or in chat rooms; conduct interviews via Skype, RingCentral or solely via telephone; charge candidates an advance fee of any kind (e.g., fees for purchasing equipment); nor does it offer positions of employment without undergoing a thorough recruiting process. Madrigal is a biopharmaceutical company focused on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH), a serious liver disease that can progress to cirrhosis, liver failure, need for liver transplantation and premature mortality.
Manager Cost Accounting Curtiss-WrightManager Cost AccountingPennsylvaniaYou will partner closely with Program Management, Operations, Supply Chain and other business unit leadership to provide actionable insights that drive cost awareness, efficiency, profitability, and informed decision-making. You will also be responsible for Program Cost Analyst(s) that are matrixed to Program Management Offices (PMOs) to provide program-level cost analytics and leadership within PMOs to ensure financial targets are achieved.
Senior Wealth Analyst CorientSenior Wealth AnalystPennsylvaniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Senior Operations Manager - Fleet Services Ryder System IncSenior Operations Manager - Fleet ServicesLewistown, PAFinancial Management:Directly involved in strategic financial planning by developing budgetary forecasts and implementing cost control measures related to maintenance operations budget and location P&L statement to meet short and long term financial goals. Compensation Information: The compensation offered to a candidate may be influenced by a variety of factors, including the candidate's relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc.
Director Business Management & Data Products - Growth Analytics CVS Health CorpDirector Business Management & Data Products - Growth AnalyticsPA$144,200–$288,400 / yearAs the Director, Business Management & Data Products - Growth Analytics, you will serve as a strategic partner to Growth Analytics (GA) leadership, helping shape organizational strategy, inform key business decisions, and drive execution of critical priorities. 10+ years of experience in Business Management, Strategic Planning, or related roles, with a proven track record of driving organizational effectiveness, building scalable processes, and delivering executive-level presentations and communications.
Research Project Manager - PSCI Pennsylvania State UniversityResearch Project Manager - PSCIPA$61,800–$89,600 / yearThe Research Project Manager oversees and advises on Penn State Cancer Institute (PSCI) research project operations, including project deliverables and timelines, data management and plans, and financial administration, while also providing guidance to research team members and serving as a point of contact with faculty, sponsors, and leadership. Serve as a liaison to central financial offices including research accounting, payroll, and department financial officers; prepare financial and statistical reports for Principal Investigators and divisional/departmental leadership.
Senior Manager, FBP Legal & CEA CSL PlasmaSenior Manager, FBP Legal & CEAPennsylvaniaManager, Finance Business Partner Legal & CEA , you will support the Legal & CEA (Corporate & External Affairs) teams in achieving their strategic goals by providing financial guidance, insights, and decision support on core activities and financial performance, as well as broader support to understand and optimize enterprise-wide technology spend. We use three strategic scientific platforms of plasma fractionation, recombinant protein technology, and cell and gene therapy to support continued innovation and continually refine ways in which products can address unmet medical needs and help patients lead full lives.
PWM Registered Client Service Associate Morgan StanleyPWM Registered Client Service AssociateWest Conshohocken, PennsylvaniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Office Manager - Billing & Operations ENSPIRE CONSULTING GROUP LLCOffice Manager - Billing & OperationsPhliadelphia, PAThe Office Manager supports office administration, billing, payroll coordination, bookkeeping, contractor administration, and operational workflows while collaborating with leadership to improve efficiency and maintain effective business operations. This position works independently under general direction and plays a key role in supporting organizational operations, financial processes, and client service readiness.