<p>We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven Microsoft Power BI expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>Our client is a growing manufacturer that is hiring a Senior Financial Analyst on a direct hire basis. The Senior Financial Analyst should have exceptional technology skills including but not limited to, Microsoft Excel/Access, and JD Edwards. In this Senior Financial Analyst role, you will analyze and report on past performance, industry trends, KPI’s, pricing and other key financial and operational data in order to advise management on the allocation of resources to best accomplish corporate goals. This is a high visibility role with opportunity for career and professional growth within the organization.</p><p> </p><p>Major Responsibilities</p><p>· Analysis of financial and operations processes</p><p>· Prepare reporting packages</p><p>· Assist in closing process</p><p>· Identify potential financial risks</p><p>· ROI analysis</p><p>· Compliance Management</p><p>· Ad hoc projects</p><p>· Develop and maintain financial reports in internal database</p><p>· Annual Budgets/Monthly Forecast</p>
<p>Industry leading, manufacturer is looking to add a Senior Financial Analyst with proven expertise reconciling key metrics and utilizing ERP systems. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>We are seeking a highly experienced <strong>Part-Time Senior Financial Analyst/Cost Accountant</strong> to join our client's team in <strong>Leesport, Pennsylvania</strong>. This long-term contract role is tailored for seasoned professionals with a deep understanding of <strong>financial analysis, cost accounting</strong>, and operational support. The position demands expertise in managing complex accounting tasks, driving compliance, and providing strategic insights to aid critical business decisions. Ideal candidates will possess not only technical skills, but also a strong attention to detail and a passion for delivering accurate and actionable financial insights.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Oversee and manage <strong>accounts payable</strong> and <strong>accounts receivable</strong> processes to ensure accuracy, timeliness, and compliance with financial policies.</li><li>Prepare and issue invoices while maintaining detailed records of <strong>sales</strong>, <strong>cost reports</strong>, and associated metrics for financial assessment.</li><li>Perform advanced <strong>cost accounting</strong> analysis to evaluate profitability, monitor financial efficiency, and support decision-making with actionable insights.</li><li>Maintain and reconcile the <strong>general ledger</strong>, ensuring accurate and up-to-date financial reporting aligned with corporate standards.</li><li>Utilize tools like <strong>QuickBooks</strong> and <strong>Excel</strong> for robust organization, in-depth data analysis, and reporting of financial information.</li><li>Conduct detailed <strong>bank reconciliations</strong> to verify that financial transactions correspond with bank statements.</li><li>Create, review, and post <strong>journal entries</strong>, ensuring all adjustments align with accounting principles and regulatory guidelines.</li><li>Work collaboratively across teams to identify opportunities for process improvements, enhance operational workflows, and implement accounting best practices</li></ul>
<p>Thriving, Philadelphia non-profit, seeks a Sr. Financial Reporting Analyst who can oversee and execute financial reporting activities. This Sr. Financial Reporting Analyst will be responsible for preparing monthly, quarterly financial reports, researching complex accounting transactions, ensuring timely and accurate financial reporting to regulatory bodies and stakeholders, developing and implementing financial reporting processes and controls, identifying areas for process improvement, performing comprehensive financial analysis, and assisting with all aspects of the external auditing process. The ideal Sr. Financial Reporting Analyst should have the ability to work with senior executives on strategic thinking and financial models for company growth and participate/lead special projects related to financial reporting, mergers and acquisitions, and system implementations.</p><p> </p><p><strong><u>Responsibilities</u></strong></p><p>· Create formation to automate better reporting processes where needed</p><p>· Work with accounting department to manage cash flow and balance sheet statements</p><p>· Liaise between GAAP and management reporting</p><p>· Enhance reporting packages for internal management purposes</p><p>· Finance lead in consolidated payroll system</p><p>· Construct plan around productivity metrics across organization</p><p>· Financial analysis of ongoing business</p>
<p>Successful client located in the Wilmington, Delaware area seeks a Financial Analyst with manufacturing industry expertise. As the Financial Analyst, you will communicate financial insights and recommendations to stakeholders, develop financial models to predict the impact of rebate programs and profitability, prepare quarterly rebate accruals, track and monitor rebates status, conduct scenarios analysis and sensitivity testing, audit rebate pricing, identify opportunities to streamline rebate processes and improve, and ensure rebate programs comply with corporate policies and regulatory standards. </p><p><br></p><p>Responsibilities:</p><p>• Process and manage various rebate transactions to ensure accuracy and timeliness.</p><p>• Conduct detailed financial analyses to support pricing strategies and rebate offers.</p><p>• Prepare data-driven reports to assist in decision-making and sales optimization.</p><p>• Analyze financial variances and provide actionable insights to improve profitability.</p><p>• Utilize financial modeling techniques to forecast and evaluate business performance.</p><p>• Collaborate with cross-functional teams to align rebate strategies with company objectives.</p><p>• Apply data mining techniques to extract meaningful insights from complex datasets.</p><p>• Monitor rebate programs to ensure compliance with company policies and industry standards.</p><p>• Identify opportunities for process improvements in rebate and incentive management.</p><p>• Support US operations by contributing to customer journey enhancements and competitive positioning.</p>
<p>Looking to advance your career in the world of compliance? One of our premier clients is currently looking for a Sr. SOX Compliance Analyst with proven expertise overseeing organizational Sarbanes-Oxley programs. As the Sr. SOX Compliance Analyst, you will assess, document, test, and enhance the effectiveness of internal controls over financial reporting, lead and execute the SOX compliance program, coordinate with external auditors and provide audit support, identify risk by performing risk assessments, prepare SOX compliance status updates, document and evaluate key business processes and ITGC controls, perform design and operating effectiveness testing of controls, and track remediation of control deficiencies, and coordinate operational activities for the organization ensuring compliance with local, federal, and state government regulations. This candidate will also assist with developing policies and risk management strategies.</p><p><br></p><p>Primary Duties</p><p>· Research regulations and policies</p><p>· Manage compliance regulatory requests</p><p>· Assist with the internal and external audit process</p><p>· Develop trend analysis</p><p>· Maintain and update risk assessments</p><p>· Perform compliance monitoring and testing</p><p>· Account Analysis</p><p>· Prepare reports for management</p><p>· Train employees on industry compliance requirements</p>
<p>Rapidly growing P/E firm seeks a proactive and strategic Sr. Finance Manager to focus on FP& A (budgets, forecasts, modeling). The Sr. Finance Manager will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P& L expertise, and advanced budgeting skills.</p><p><br></p><p>What you get to partake in:</p><p>· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting</p><p>· Lead the budgeting, financial forecasting/ reporting process</p><p>· Collaborate with internal teams to access financial performance and cost efficiency</p><p>· Analyze financial data and prepare monthly, quarterly, annual reports</p><p>· Coordinate with management team on profit loss analysis</p><p>· Manage the audit process and work with external auditors as needed</p><p>· Report on various investment analysis</p><p>· Develop financial models and pricing strategies to support sales and margin improvement</p><p>· Implement internal controls and financial procedures to safeguard company assets</p>
Prior -Pharmaceutical, Life Science, Medical Devices or Biologics Gene therapy experience required<br><br>Salary-$115k - $135k + Bonus<br><br>Location: Newark, DE<br><br>A leading biopharmaceutical company is seeking a Senior FP& A Analyst to provide advanced financial, analytical, and budgetary support across R& D development programs. This role will serve as a strategic finance business partner and play a critical role in portfolio-level analysis, reporting, and governance. This role requires very strong technical and data visualizationskills.<br><br>Key Responsibilities<br><br>Serve as lead Finance Business Partner across multiple development programs<br><br>Lead budgeting and forecasting cycles, including template design and management<br><br>Build and maintain clinical study estimation tools and program-level financial models<br><br>Deliver high-quality financial reports and insights to development teams and executive leadership<br><br>Perform complex financial analytics, including NPV, IRR, ROI, and scenario modeling<br><br>Partner with program leads to manage all financial aspects of assigned programs<br><br>Monitor study actuals monthly and ensure accurate expense allocation<br><br>Conduct in-depth variance analysis and provide recommendations to leadership<br><br>Drive financial analyses for portfolio governance meetings<br><br>Support ad hoc strategic projects and analyses<br><br>Qualifications<br><br>Bachelor’s Degree in Accounting, Finance, or related field; MBA and/or CPA strongly preferred<br><br>7+ years of progressive experience in Finance, FP& A, or Consulting<br><br>Industry experience in Pharma, Life Sciences, Biotech, or Clinical Studies preferred<br><br>Advanced proficiency in Microsoft Excel and Alteryx; Power BI/Tableau a plus<br><br>Demonstrated ability to build high-level executive presentations in PowerPoint<br><br>Strong analytical, problem-solving, and communication skills<br><br>Experience with Hyperion Essbase is a plus
<p><strong>***PLEASE DO NOT APPLY UNLESS YOU LIVE WITHIN 1 HOUR OF MORRISVILLE, PA. (NJ & PA Applications Only due to the ONSITE nature of the position).***</strong></p><p><br></p><p><strong>Job Title: </strong>Financial Analyst (Temporary – Data Migration & Excel Reporting)</p><p><strong>Location:</strong> Morrisville, PA (Onsite training for 2 weeks, then primarily remote with 1 onsite meeting per month)</p><p><strong>Duration:</strong> Approximately 6 months</p><p><strong>Schedule:</strong></p><ul><li>First 2 weeks (training): 9:00 AM – 6:00 PM, onsite in Morrisville, PA</li><li>Following training: Flexible schedule (workdays, evenings, or weekends permitted as long as deliverables are met)</li></ul><p><br></p><p><strong>About Us:</strong></p><p>We are a professional services firm specializing in business-to-business valuations. Our team supports clients by delivering accurate financial data and insights, with a focus on efficiency, precision, and client service.</p><p><br></p><p><strong>Position Summary:</strong></p><p>We are seeking a Financial Analyst for a temporary, project-based role lasting roughly six months. This role involves migrating accounting and financial data—including balance sheets, cash flow statements, revenue, and company details—into a structured Excel template provided by our company. While you will perform minimal independent analysis, your work will directly support our valuation analysts by preparing accurate, well-formatted financial reports.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Transfer accounting and financial data (balance sheet, cash flow, revenue, company details) into company-provided Excel templates.</li><li>Maintain accuracy and consistency of financial data across reports.</li><li>Support pre-built Excel formulas by ensuring proper data input and alignment.</li><li>Organize, filter, sort, and format large sets of financial information.</li><li>Prepare completed Excel reports for analyst review.</li><li>Participate in onsite training (first two weeks) and monthly onsite meetings thereafter.</li></ul>
<p>We are seeking several <strong>Financial Data Analysts</strong> to join a growing team in Princeton, NJ. This role supports high-profile financial data initiatives and requires individuals who are detail-oriented, analytical, and comfortable working with large data sets. You will contribute to projects that improve the accuracy, quality, and usability of financial data used across various business functions.</p><p><br></p><p>This is an excellent opportunity for recent graduates or early-career professionals with a background in finance to gain valuable industry experience. Full training will be provided.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Validate, update, and maintain financial data with a high degree of accuracy.</li><li>Perform quality control checks and flag discrepancies in reports and calculations.</li><li>Use Excel (including lookups and pivot tables) to support data analysis and reporting.</li><li>Execute repetitive data capture and validation tasks while maintaining productivity standards.</li><li>Adapt quickly to shifting deadlines and priorities, especially during earnings cycles.</li><li>Collaborate with cross-functional and remote teams to ensure consistent data output.</li><li>Maintain awareness of corporate filings, market events, and financial trends that may affect reporting.</li></ul><p><br></p>
<p>Senior FP& A</p><p> </p><p>Our client is seeking a highly skilled and experienced Interim Senior FP& A Analyst to join their dynamic team for a contract role. As the Senior FP& A, the ideal candidate will play a pivotal role in driving financial strategy, budgeting, forecasting, and consolidations, with a strong focus on our manufacturing operations. This position requires advanced Microsoft Excel skills and a deep understanding of financial processes within the manufacturing industry.</p><p><br></p><p>Responsibilities of Senior FP& A</p><ul><li>Lead the development and management of annual budgets and quarterly forecasts. Provide insights and recommendations based on financial performance and market trends.</li><li>Manage and perform financial consolidations across multiple entities, ensuring accuracy and compliance with company policies and accounting standards.</li><li>Conduct thorough variance analysis to identify trends, risks, and opportunities, providing actionable insights to senior management.</li><li>Support the financial planning and analysis related to manufacturing operations, including cost analysis, inventory management, and production efficiency.</li><li>Utilize advanced Excel functions and tools (e.g., pivot tables, VLOOKUP, macros) to analyze financial data, build models, and automate reporting processes.</li><li>Prepare and present detailed financial reports to executive leadership, including monthly and quarterly performance reviews.</li><li>Work closely with department heads and the finance team to ensure alignment on financial goals and initiatives.</li><li>Continuously seek opportunities to improve financial processes, enhance data accuracy, and streamline reporting.</li></ul><p><br></p>
<p>Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance.</p><p><br></p><p>Responsibilities:</p><p>• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.</p><p>• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.</p><p>• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.</p><p>• Provide support for pricing strategies, including broker commission reporting and margin analysis.</p><p>• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.</p><p>• Derive actionable insights from internal and external data to inform trade and promotional planning.</p><p>• Manage promotional accruals and maintain accurate customer and product hierarchies.</p><p>• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.</p><p>• Conduct data mining and analysis to uncover opportunities for improving financial performance.</p>
<p>Rapidly growing client seeks a proactive and strategic M& A Analyst to oversee financial operations for their distribution business. The M& A Analyst will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P& L expertise, and advanced budgeting skills.</p><p><br></p><p>What you get to partake in:</p><p>· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting</p><p>· Collaborate with internal teams to access financial performance and cost efficiency</p><p>· Analyze financial data and prepare monthly, quarterly, annual reports</p><p>· Coordinate with management team on profit loss analysis</p><p>· Report on various investment analysis</p><p>· Develop financial models and pricing strategies to support sales and margin improvement</p><p>· Implement internal controls and financial procedures to safeguard company assets</p>
<p>We are seeking an experienced Sr. R/E Transactions Analyst to join our real estate client's team in the Horsham Area, Pennsylvania. In this role, you will be involved in the Real Estate & Property industry, managing multiple transactions and assisting with the due diligence process. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee a considerable volume of transactions related to real estate.</p><p>• Collect, review, and systematize due diligence materials for both internal and external transactions.</p><p>• Work closely with the Investment and Capital Markets Teams throughout the transaction lifecycle.</p><p>• Collaborate with different internal divisions to evaluate and address operational risks.</p><p>• Promptly communicate any identified risks or issues to the deal team members.</p><p>• Suggest and convey solutions to mitigate risks discovered during the due diligence stage.</p><p>• Continuously strive to enhance understanding of processes in order to become an expert in the field.</p><p>• Coordinate with external vendors to secure necessary inspections, including surveys, PCA’s, Environmental assessments, and more.</p><p>• Undertake special tasks as required to support transaction processes.</p><p>• Utilize skills in Budget Processes, Capital Management, Commercial Real Estate Investment, Real Estate Finance, Real Estate Investments, Real Estate Transaction, and Yardi software.</p>
<p>Northern Delaware client, seeks a Senior Accounting Manager with proven general ledger expertise. This role will be responsible for managing the month end process, creating financial reporting schedules, assisting with the quarterly/annual auditing process, overseeing general ledger activities, reviewing journal entries, preparing balance sheet reconciliations, ensuring compliance with GAAP/IFRS, developing financial growth strategies, maintaining the general ledger, overseeing daily accounting operations, and identifying opportunities for process improvements and system enhancements. We are looking for a Senior Accounting Manager with solid tax compliance and reporting skills, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multi-task while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>· Prepare and review financial statements, ensuring compliance with GAAP</p><p>· Develop and implement internal controls</p><p>· Analyze financial data and present reports to senior management</p><p>· Support budgeting, forecasting, and financial planning processes</p><p>· Manage general ledger accounting, reconciliations, journal entries, and accruals</p><p>· Coordinate and manage the month-end/year-end process</p><p>· Lead, mentor, and develop accounting staff</p>
<p>Rapidly growing services company located in the Greater Philadelphia area is looking to staff a Senior Director of Accounting with large company expertise. In this Senior Director of Accounting ole, the successful candidate will lead corporate initiatives aimed at standardizing practices and improving operational efficiencies throughout the organization The Senior Director of Accounting will be responsible for maintaining a deep understanding of financial outcomes while ensuring compliance with US GAAP standards. This role requires the application of foundational principles, advanced theories, and established concepts, along with the ability to make informed and complex decisions </p><p> </p><p>Responsibilities:</p><ul><li>Oversee all cash-related functions, including accounts payable, accounts receivable, debt management, banking operations, and cash forecasting.</li><li>Lead the accounts payable and accounts receivable teams, ensuring efficient processes and compliance with company policies.</li><li>Manage cash flow forecasting and variance analysis to support strategic financial decisions.</li><li>Collaborate with executive leadership and external partners on financing strategies, capital planning, and compliance with credit agreements.</li><li>Develop and implement initiatives to enhance internal controls and streamline accounting operations.</li><li>Provide financial analysis and reporting to executive management, offering insights into cash flow, balance sheets, and income statement projections.</li><li>Support month-end and quarter-end close processes, ensuring coordination between treasury and general accounting teams.</li><li>Identify opportunities for cost savings and operational efficiencies within treasury and accounting functions.</li><li>Mentor and develop accounting staff, fostering growth and alignment with organizational objectives.</li></ul>
Prior -Pharmaceutical, Life Science, Medical Devices or Biologics Gene therapy experience required<br>Salary-$135k - $170k + Bonus<br>Location: Newark, DE<br><br>A leading biopharmaceutical company is seeking a Financial Planning & Analysis (FP& A) Manager to lead financial planning, reporting, and analytical support for its R& D portfolio. This role will partner closely with business leaders, oversee budgeting and forecasting cycles, and provide actionable insights to drive strategic decision-making. The FP& A Manager will also manage a small team of analysts while ensuring accuracy, transparency, and consistency in all financial processes. This role requires very strong technical and analytical skills including Microsoft Excel and Alteryx<br><br>Key Responsibilities<br><br>Lead financial planning, forecasting, and long-range planning activities across assigned programs and business units<br><br>Manage, mentor, and develop a team of FP& A analysts and senior analysts<br><br>Act as the primary Finance Business Partner for program and functional leadership, providing financial guidance and strategic recommendations<br><br>Oversee monthly and quarterly close activities, including variance analysis, actuals reporting, and performance tracking<br><br>Drive development and enhancement of financial models, reporting tools, and estimation templates<br><br>Present high-quality financial insights, dashboards, and recommendations to senior leadership and governance committees<br><br>Conduct advanced financial analyses (NPV, IRR, ROI, scenario modeling) to support portfolio decisions<br><br>Partner with cross-functional teams (R& D, Operations, HR, etc.) to align financial objectives with business strategy<br><br>Ensure compliance with corporate policies, financial controls, and reporting standards<br><br>Lead continuous improvement initiatives in financial reporting and analytics processes<br><br>Qualifications<br><br>Bachelor’s Degree in Accounting, Finance, or related discipline; MBA and/or CPA preferred<br><br>8–12 years of progressive experience in Finance or FP& A, with at least 2+ years in a management role<br><br>Industry experience in Pharma, Life Sciences, Biotech, or Healthcare strongly preferred<br><br>Strong leadership skills with proven ability to manage and develop high-performing teams<br><br>Advanced technical and analytical skills, including proficiency in Microsoft Excel and financial modeling<br><br>Experience with data visualization tools (Power BI, Tableau) and financial systems (Hyperion Essbase or similar) preferred<br><br>Excellent communication and presentation skills, with ability to influence senior stakeholders<br><br>Strong business acumen with experience supporting R& D or complex project-based organizations
We are looking for a detail-oriented Senior Associate specializing in Finance and Business Analysis to join our dynamic team in Allentown, Pennsylvania. In this role, you will play a pivotal part in driving strategic decision-making through data analysis, performance evaluation, and financial reporting. The ideal candidate will work collaboratively across divisions to enhance processes and support growth initiatives.<br><br>Responsibilities:<br>• Actively contribute to the Business Partner Program by providing financial insights and strategic recommendations.<br>• Assess business performance by collecting and analyzing data to support informed planning and decision-making.<br>• Oversee daily operations across multiple divisions to ensure consistent and transparent performance outcomes.<br>• Manage core processes such as project tracking, contract administration, resource allocation, procurement, and business development activities.<br>• Collaborate with various departments to optimize systems and processes, enabling structural and staffing improvements.<br>• Partner with divisional leadership to support strategic planning and operational decision-making.<br>• Deliver comprehensive financial reports, including detailed transaction-level analysis and trial balance reviews.
<p>We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile reports on portfolio performance on a regular basis</p><p>• Monitor and update client asset allocations</p><p>• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds</p><p>• Prepare and coordinate materials for client meetings</p><p>• Compile quarterly tax projections</p><p>• Handle account creation and maintenance </p><p>• Manage money movement including wire transfers and journals</p><p>• Maintain and update the database regularly</p><p>• Conduct ad hoc project management </p><p>• Assist in portfolio performance updates</p><p>• Provide operational functions to support the Partners and their team. </p><p><br></p><p>Skills: </p><p><br></p><p>• Annual Financial Plan</p><p>• Financial Planning</p><p>• Financial Reconciliation</p><p>• Financial Services</p><p>• Personal Financial Specialist</p>
<p>Rapidly growing services company located in the King of Prussia, PA area is looking to staff a Sr A/P Manager with large company expertise. In this role, the successful candidate will ensure all invoice are processed and coded accurately by the accounts payable department, reconcile vendor statements, prepare AP aging reports and ensure timely resolution of outstanding items, maintain purchase orders, lead month-end and year-end AP close processes, create and implement revenue generating metrics, monitor the cash management process, and train/coach/mentor the AP team as needed. The ideal Sr A/P Manager will manage vendor relationships, and collaborates cross-functionally with procurement, finance, and internal departments to support efficient financial operations. </p><p> </p><p>What you get to do everyday</p><ul><li>Manage accounts payable team</li><li>Oversee AP systems</li><li>Maintain general ledger expense accounts</li><li>Ensure timely collection of payments</li><li>Maintain AP controls</li><li>Develop, implement, improve, and enforce budgets</li><li>Prepare and process vendor 1099s</li><li>Verify and resolve discrepancies</li><li>Stay updated on industry and legislative changes</li><li>Review month end and AP closing reports</li></ul><p> <strong>***This position is fully ONSITE***</strong></p>
<p>We are looking for a dedicated Financial Data Analyst to join our team on a long-term contract basis in Princeton, New Jersey. In this role, you will leverage your expertise in data analysis and visualization to support business operations and drive financial decision-making. This is an excellent opportunity to contribute to a dynamic manufacturing environment with a focus on enhancing data-driven strategies. This role is hybrid onsite (3 days a week) in Princeton, NJ. Advanced skills with Power BI are required.</p><p><br></p><p>Responsibilities:</p><p>• Design and develop Power BI dashboards to visualize key metrics and support business objectives.</p><p>• Conduct comprehensive data analysis to uncover insights and trends that drive strategic decisions.</p><p>• Map and document data requirements to ensure alignment with business needs.</p><p>• Create detailed and ad-hoc reports using advanced Excel techniques for financial planning and analysis.</p><p>• Perform profit and loss (P& L) analysis to evaluate financial performance and identify improvement areas.</p><p>• Support budgeting and forecasting processes by providing accurate and timely data.</p><p>• Manage headcount analysis and provide recommendations based on workforce trends.</p><p>• Collaborate with cross-functional teams to ensure data consistency and integrity.</p><p>• Monitor and report on financial trends to support long-term organizational goals.</p>
<p>Our client, a 100+ year old company in central Montgomery County is looking for a highly motivated Director of Finance specializing in FP& A and Sales Finance to join our dynamic team in the Lansdale, Pennsylvania area. In this leadership role, you will spearhead pricing strategies, trade planning, and financial analysis to drive profitability and strengthen market competitiveness. With a focus on collaboration and innovation, you will have the opportunity to shape the financial direction of the organization while mentoring a dedicated team.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of pricing strategies across all sales channels, ensuring alignment with market trends and organizational goals.</p><p>• Manage annual budgeting, quarterly forecasting, and long-term financial planning, incorporating market and commodity data to optimize financial outcomes.</p><p>• Oversee trade and promotional planning, including new product pricing models and compliance with established pricing guidelines.</p><p>• Analyze gross margins and provide actionable insights to senior leadership to support informed decision-making.</p><p>• Identify financial risks and opportunities, leveraging data to enhance business performance and strategic direction.</p><p>• Mentor and develop a team of four direct reports, fostering collaboration, growth, and high performance.</p><p>• Collaborate with Sales, Marketing, and Product teams to ensure seamless execution of pricing and trade strategies.</p><p>• Ensure adherence to financial planning and analysis processes while driving continuous improvements in efficiency.</p><p>• Utilize ERP systems and tools, such as SAP, to streamline financial processes and reporting.</p><p>• Support brand and marketing promotions by aligning financial strategies with organizational objectives.</p>
<p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>· Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>· Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>· Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>· Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>· Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>· Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>· Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>· Collaborate with accounting, tax, legal, FP& A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
We are looking for an experienced Oracle Financial Cloud Senior Manager to lead and support projects in Hammonton, New Jersey. In this role, you will guide clients through the implementation and optimization of Oracle Cloud Financial modules while fostering strong relationships and delivering exceptional service. This position offers the opportunity to work with diverse industries, drive process improvements, and contribute to the growth and success of both clients and team members.<br><br>Responsibilities:<br>• Design and optimize financial workflows across modules such as Accounts Payable, Accounts Receivable, General Ledger, and Fixed Assets.<br>• Lead clients through all phases of Oracle Cloud Financials implementations, ensuring successful project outcomes.<br>• Configure and implement Oracle Cloud Financial solutions tailored to clients’ needs.<br>• Identify and resolve challenges during product implementation using innovative approaches.<br>• Build and maintain strong relationships with clients, including senior executives, to ensure satisfaction and ongoing collaboration.<br>• Mentor and develop team members by creating training opportunities and fostering growth.<br>• Promote a positive team culture that encourages open communication and collaboration.<br>• Contribute to business development efforts by preparing proposals and strategies to secure new clients.<br>• Identify opportunities to integrate product solutions to improve service capabilities for clients.<br>• Manage and oversee teams, including conducting performance evaluations, coaching, and ensuring alignment across project teams.
