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.
NewCapacity Planning Analyst OneMain FinancialCapacity Planning AnalystWilmington, DE$70,000–$84,000 / yearThe ideal candidate will partner with several key business units to ensure appropriate staffing, ROE and budget considerations are cared for as it relates to Operations including Sales, Care, Collections, Recovery, and various supporting functions within Operations. Develop, prepare and analyze current and projected workload, resource availability, and any constraints or limitations to project future capacity needs to allow the business to effectively meet performance expectations.
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.
NewDirector, SAP S/4HANA Cloud Public Edition Finance Lead KPMGDirector, SAP S/4HANA Cloud Public Edition Finance LeadPhiladelphia, PAIf 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. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewWealth Advisor - PNC Wealth Management PNC Financial Services GroupWealth Advisor - PNC Wealth ManagementPhiladelphia, 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.
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.
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.
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).
Sr. Financial Planning Strategist OsaicSr. 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. 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.
Financial Planning & Analysis Director Bucks County Community CollegeFinancial Planning & Analysis DirectorNewtown, PennsylvaniaThe Financial Planning & Analysis Director works closely with operating leadership and senior management to prepare and present institutional-level reports, including forecasts, and financial statements. Bucks County Community College is seeking a Financial Planning & Analysis (FP&A) Director to lead financial analysis, forecasting, and strategic planning to support institutional decision-making.
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.
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.
US E ES - Lead Data Scientist GenAI, Financial Planning & Analysis - Strategic Analytics Deloitte Touche Tohmatsu LtdUS E ES - Lead Data Scientist GenAI, Financial Planning & Analysis - Strategic AnalyticsPhiladelphia, PA$102,500–$188,900 / yearThe team combines cloud computing, data science, artificial intelligence, strategic problem-solving, and institutional knowledge to deliver insights that inform critical business decisions and support the firm's growth. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
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.
Lead Financial Planning Specialist Claire Myers ConsultingLead Financial Planning SpecialistPhiladelphia, PennsylvaniaThis 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.
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).
Financial Planning & Analysis, Principal Synopsys IncFinancial Planning & Analysis, PrincipalExton, PAWorking knowledge of U.S. GAAP, corporate controls, SOX/internal controls, audit readiness, business systems, and finance operations; familiarity with FAR/DFARS, CAS, DCAA/DCMA, labor charging, indirect rates, or government program finance is highly desirable. You have earned credibility with executive leaders, program teams, finance shared services, auditors, and parent company stakeholders by balancing speed with compliance, supporting growth while protecting enterprise assets, and preserving contractual integrity.
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.