Financial analyst jobs in Philadelphia, Pennsylvania - Page 3Create job alerts

We are supporting and continuously improving SAP and Hyperion financial systems to enable accurate reporting, efficient business processes, and seamless integration across RMS, MFC, and International organizations. In this role, you will be responsible for the development, maintenance, and support o

Analyst, you'll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients and properties.This job is part of the Financial Strategy and Operations job function.They are responsib

We're looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. You'll play a key role in analyzing and reporting financial performance versus the annual Plan and multi-year strategic plan, supporting the financial close process, and preparing materials for seni

Were looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. Youll play a key role in analyzing and reporting financial performance versus the annual Plan and multi-year strategic plan, supporting the financial close process, and preparing materials for senior

The primary role of the Financial Analyst Intern is to support the financial and client account teams with the tactical deliverables of the underwriting and analysis process. This internship opportunity will provide exposure to financial analysis and modeling tools to evaluate benefit programs and i

The Financial Analyst is responsible for delivering accurate and timely financial and operational reporting that supports operational leadership and executive management. We are seeking a Financial Analyst to join our team. The role will serve as the administrative lead for Planful financial reporti

Given the analytical rigor, clear communication, and close coordination required with both sponsors and portfolio company management teams, we are seeking a detail-oriented Financial Analyst to contribute meaningfully to this growing practice. The analyst works closely with senior team members, unde

Senior Financial Analyst - Financial Planning & Forecasting Systems. The Senior Financial Analyst - Financial Planning & Forecasting Systems will play a critical role in supporting the ongoing enhancements of the Hyperion Planning & Forecasting System (PFS). The analyst will collaborate with US Food

Senior Audit Analyst Job Summary:. Serve in a senior role to ensure the timely completion of operational (and some financial) external audit projects in accordance with agreed-upon audit criteria, sound audit practices, and the IBC Audit Policy. Train and develop new audit analysts.

Senior Analyst - Aon Reinsurance Solutions. The Senior Analyst will focus on Rating Advisory support, advising reinsurance clients on financial strength ratings, capital structuring, and balance-sheet and rating optimization. The colleague will assist more senior members of the team with external cl

Financial Management Specialist.This position is located in the Department of Health & Human Services (HHS), Centers for Medicare & Medicaid Services (CMS), CMS Global Hiring.As a Financial Management Specialist, GS-0501-13, you will act as an expert financial management analyst, advising on matters

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both v

You will analyze and recommend costs and benefits of alternative methods of financial management of organizational programs and administrative operations. This is a Financial Management Level 2 certified position per the National Defense Authorization Act (NDAA) 2012, Section 1599d.

Successful Analysts can explore diverse career development paths and leadership opportunities, including advancement to the Consultant role. Consultants, Senior Associates, Associates, Senior Analysts, Executive Assistants, HR Business Partner. A successful Analyst is constantly growing, learning, a

Job Title: Senior Financial Analyst. Summary: The Senior Financial Analyst supports the entity Finance Team by using advanced analytical and critical thinking skills. The Senior Financial Analyst will be primarily responsible for the revenue cycle accounting process, ensuring accurate reporting of r

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Develop performance metrics that can be cascaded from the consolidated level to States, and down to local Districts to measure financial performance accurately and reliably with the ability to consolidate information at different enterprise levels. This role supports the finance function by providin

The Financial Analyst supports our Controller with month-end reporting, financial analysis, and special projects across multiple entities. Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Analyst to their Corporate Synergi

You will serve as a FINANCIAL MANAGEMENT ANALYST in the COMPTROLLER DEPARTMENT of NSWC PHILA DIV.

As a Financial Analyst, your success will be defined by your ability to deliver accurate financial models, actionable insights, and consistent reporting across multiple business units. As a Financial Analyst, your vertical strength will be FP&A and financial modeling, while your horizontal strengths

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. The Audit Analyst role offers an outstanding opportunity for professional growth and exposure through in-depth reviews of business processes from both operational and regulatory perspect

Support monthly, quarterly, and year-end financial close, providing an opportunity to learn and apply MS applications, Alteryx, PeopleSoft, and Cognos to develop financial statements and improve data reconciliation. Contribute to the financial operations of Chubb International Management Corporation

Financial Planner Line (FPL) Staff.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help to build a better working world.The Employee Financial Services (EFS

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are seeking a highly technical and detail-oriented Client Data Migration Analyst to own and drive large-scale investment data conversions and block transitions onto the Vestwell platform. This role is responsible for managing complex, high-volume datasets received from prior recordkeepers, custodians, advisors, and investment managers, ensuring data accuracy, integrity, and successful implementation. This position sits at the intersection of investment operations, data analytics, and platform implementation. This role serves as a subject matter expert for conversion data, investment mappings, reconciliations, and exception management. What Will You Be Doing? In this role, you will provide senior-level ownership of investment data operations with a strong focus on block conversions and data quality, including but not limited to: • Leading block investment conversions involving large, multi-plan datasets from external recordkeepers and custodians, • Analyzing, validating, transforming, and reconciling investment and position-level data using Python and other appropriate techniques, • Designing and executing reconciliation logic to validate balances, share quantities, pricing, fund mappings, and historical data, • Partnering with implementation, sales, and client teams to define investment lineups, mapping strategies, and conversion approaches, • Acting as the primary technical contact for custodians, prior recordkeepers, fund companies, and advisors to resolve data discrepancies and exceptions, • Developing and maintaining scripts and queries to automate data ingestion, normalization, validation, and exception reporting, • Establishing scalable data quality controls, audit checks, and conversion sign-off processes, • Managing and tracking conversion risks, defects, and remediation efforts across multiple plans and vendors, • Supporting investment setup and onboarding at scale, ensuring alignment with platform, custodial, and program requirements, • Overseeing post-conversion validation of investment performance data, fact sheets, and reporting outputs, • Driving continuous improvement by identifying inefficiencies and implementing automation, tooling, and standardized workflows, • Serving as a technical escalation point and mentor for associates supporting investment data and conversion workflows, • Leading post-conversion reviews, root-cause analyses, and documentation of lessons learnedRequirementsThe Necessities, • 2+ years of experience in investment operations, data operations, conversions, or financial services, • Direct experience supporting large-scale data migrations or block conversions, preferably in a recordkeeping or custodial environment, • Advanced proficiency in SQL, including complex joins, aggregations, reconciliations, and data validation, • Strong hands-on experience using Python for data analysis, transformation, automation, and reconciliation (e.g., pandas, numpy), • Working knowledge and experience with Postgres or similar relational database, • Familiarity with AWS and AWS services such as RDS, • Proficiency with BI tools, such as SIGMA, • Solid understanding of investment data structures (funds, share classes, tickers, CUSIPs, pricing, positions, balances), • Proven ability to work accurately through high-volume, highly detailed datasets under strict timelines, • Strong communication skills with the ability to translate technical data issues into clear business context, • Demonstrated ability to manage multiple conversions simultaneously while maintaining data integrity and audit readinessThe Extras, • Experience working with custodial or recordkeeper data feeds (positions, pricing, transactions, or performance), • Familiarity with retirement plan conversions, blackout periods, and cutover coordination, • Experience building repeatable reconciliation frameworks or operational dashboards, • Exposure to audit, compliance, or data governance standards within financial services, • Prior experience acting as a technical lead or subject matter expert within an operations team, • Prior experience working with snowflake and/or other data warehouses The expected base salary range for this position is $85K - $105K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Experience and training as an analyst. The analyst responsibilities involve the valuation of option and derivative securities using the advanced modeling techniques contained in FinTools software, our world renowned library of financial functions. Chartered Financial Analyst (CFA) examinations.

Energy Storage Project Finance Analyst (Analyst to Associate Level). Energy Storage Project Finance Analyst / Associate - Works with the SMEs across the organization on financial modeling initiatives at the project and strategic levels supporting utility-scale battery storage projects across ISOs/RT

Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Work independently, recognize and identify problem areas and items that need to be addressed or escalat

The position is responsible for developing and monitoring departmental budgets while performing high-impact financial and operational analyses that directly inform senior leadership decision-making. Develop, manage, and monitor assigned departmental budgets and financial operations.

Capgemini is seeking a highly skilled and detail-oriented Sr.FP&A Analyst to join our team to work for a top 10 US Insurance Carrier.As a Senior FP&A Analyst, you will play a key role in driving the financial planning and analysis function by providing critical insights and developing complex financ

The School District of Philadelphia is committed to becoming the fastest improving District in the country and transforming the educational opportunities it offers to our city's more than 200,000 students.The District seeks leaders who have a passion for working with schools and communities who are

You will serve as a FINANCIAL MANAGEMENT ANALYST in the COMPTROLLER DEPARTMENT of NSWC PHILA DIV. Analyze and recommend benefits of alternative methods of financial management of organizational programs and administrative operations.

The Senior Financial Analyst will be responsible for the preparation of various financial reports, forecasts and analyses for the Financial Data Analytics department. Demonstrated project leadership, business and technical acumen around the data within a financial services organization. Anticipates

As a Financial Operations Analyst with a focus on Treasury Management, you will work on a dynamic team that supports both day-to-day financial operations and longer-term strategic projects.

As a Senior Financial Analyst supporting the Middle Market business within GRS (Global Risk Solutions), you will have an exciting and atypical opportunity to serve as the liaison between financial planning and field profit-center leaders to drive business results for multiple profit centers in partn

While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey or Pennsylvania. We are seeking a strategic and detail-oriented Senior Financial Planning Analyst to lead critical expense allocation processes, deliver actionab

The base salary range represents a good faith salary range for this position.This position is eligible for annual incentive pay and has the opportunity for continued salary growth.If you are hired at American Water your base salary compensation will be determined based on factors such as market, geo

Assist the Lead Fp&A Analyst in analyzing financial results and trends for subsidiary partners. Financial Planning Analyst Ii Responsibilities:. Prepare ad-hoc reports and analysis using Oracle Epm, Peoplesoft, and other financial systems.

Senior Financial Analyst - Revenue Integrity. Acts as a liaison between the Revenue Cycle, Managed Care and Finance department staff regarding data necessary to assess billing operations.

We are seeking an accountable, motivated, and detail-oriented Mid-Level Financial Analyst to join Perpay's Finance & Accounting Team. The ideal candidate will be responsible for analyzing business trends, preparing financial models, and providing insights to support our strategic financial decisions

We're seeking a detail-oriented Senior Analyst to lead underwriting, financial modeling, and investment analysis for acquisition and development projects.

Sr Commercial Credit Analyst Qualifications:.The Sr Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial clients.They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modifi

Has knowledge of retirement business products, metrics, and economics as it relates to management reporting, asset management, and financial planning processes. Assist with various functions related to financial reporting including monthly and quarterly standard and ad-hoc activities. Provide financ

The Financial Analyst, Surcharges role is a critical contributor to the Surcharge account reconciliation function, to include the analysis, reconciliation and validation of related accounts in Chubb's general ledger. Substantiate surcharge balances for review and testing by the Finance committee, In

The Financial Management Analyst assists in the performance of functions such as: formulation of budget and estimates to support plans, programs, and activities; review and evaluate budget requests, control and reporting of obligations and expenditures.

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Review individual credit accounts housed within Epic credit work queues and daily credit balance reports to determine the root cause of the credit balance. We're seeking a Credit Resolution Analyst for our Professional Billing (PB) teams to help maintain financial accuracy, compliance, and operation

Organize the company's preparation and analysis of financial performance, management reporting and budget processes. Support department and senior management around performance results, financial projections results and profitability decisioning. Develops ad hoc financial analysis that assists depar

This role is responsible for identifying, assessing, and mitigating financial crime risks, ensuring compliance with regulatory requirements, and providing expert recommendations on complex matters. The Financial Crime Risk Oversight team plays a critical role in safeguarding the organization by prov