<p>Robert Half is seeking <strong>recent college graduates</strong> with a strong foundation in <strong>finance, accounting, or economics</strong> for an exciting opportunity with a leading global financial firm. This role is ideal for detail-oriented individuals eager to start their careers in financial data analysis and gain exposure to large-scale financial reporting operations.</p><p><br></p><p>As a <strong>Financial Data Analyst</strong>, you will support key data integrity and reporting initiatives for the client’s financial research and analytics platforms. This position plays a critical role in ensuring the accuracy and consistency of financial information used by analysts and market professionals worldwide.</p><p><br></p><p>This is a <strong>hands-on, data-driven role</strong> that requires excellent attention to detail, solid Excel skills, and the ability to manage repetitive yet essential data validation tasks with accuracy and consistency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Validate, update, and maintain large sets of financial data with a high degree of accuracy.</li><li>Conduct quality control checks and assist in resolving discrepancies.</li><li>Use Excel (lookups, pivot tables) to support data management and reporting.</li><li>Work efficiently through repetitive tasks while maintaining strong productivity standards.</li><li>Collaborate with team members and project leaders across various time zones.</li></ul><p><br></p><p><br></p>
<p>Growing, manufacturer, located outside of the Philadelphia Suburbs, seeks a FP& A Analyst with strong cost control expertise. The FP& A Analyst will develop financial models through process analysis, conduct financial data mining, identify trends & risks, forecast revenues and expenditures, and provide guidance on future budgeting. This candidate will also assist with financial adjustments, evaluate investment opportunities, analyze variances, assist with KPI tracking, create and implement financial strategic planning, and coordinate annual pricing analysis. The ideal FP& A Analyst should be able to own process integrations, assess quality and integrity of data for reporting, and work independently.</p><p><br></p><p>Major Responsibilities</p><p>· Manage the annual budget and strategic planning process</p><p>· Prepare cost projections</p><p>· Conduct thorough research of historical financial data</p><p>· Analyze profitability analysis by product and customer</p><p>· Oversee inventory transactions while monitoring COGS</p><p>· Lead efforts to business unit profitability</p><p>· Assist with financial input on financials and investments</p><p>· Develop and gain deep business understanding of financial drivers</p><p>· Monitor performance indicators for profit and loss</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>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>My client, a global publicly traded consumer products company is looking for an experienced Senior Financial Analyst to join our FP& A team in the Somerville, New Jersey area and offers a hybrid schedule. This role will focus on financial planning and analysis, including budgeting, forecasting, and preparing financial reports for senior leadership. The ideal candidate will have strong analytical skills, attention to detail, and the ability to collaborate across global finance teams.</p><p> </p><p>Responsibilities:</p><p>• Compile and review monthly financial reporting packages for senior management, ensuring accuracy and clarity.</p><p>• Develop quarterly cash flow forecasts and contribute to the preparation of quarterly earnings reports.</p><p>• Create and refine presentations for senior leadership and the Board of Directors, showcasing key financial insights.</p><p>• Coordinate semi-annual budgeting processes, including analysis and consolidation of financial data.</p><p>• Conduct thorough reviews of divisional and consolidated financial results, collaborating with global finance teams to ensure data integrity.</p><p>• Respond to ad hoc requests from senior management with detailed financial analyses and insights.</p><p>• Support special projects, providing analytical expertise and financial modeling as needed.</p>
<p>We are looking for a Financial Planning & Analysis Manager to join our team in Warren, New Jersey. This role is critical in driving strategic financial initiatives, overseeing key processes, and delivering actionable insights to support organizational growth. The successful candidate will collaborate with leadership, manage reporting functions, and contribute to long-term financial planning.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage key financial processes, including forecasting, budget planning, performance reporting, and others. </li><li>Develop new processes or improve existing processes relating to financial planning/reporting.</li><li>Develop metrics to track platform-specific and company-wide trends, identify opportunities, provide recommendations, and collaborate across all levels. </li><li>Apply an analytical approach to influence strategic decision-making, with a focus on capital allocation decisions and long-term financial planning. </li><li>Provide financial analysis and commentary to important partners</li><li>Manage the roles and responsibilities of the Senior Data Analyst</li><li>Support ad hoc projects and help define systems improvements to support Anticimex growth.</li><li>Weekly Flash Reports for senior leadership and platform finance organizations</li><li>Month-End Close and Reporting</li><li>Ad-hoc financial reporting</li><li>Mergers & Acquisition due diligence and integration support</li><li>Review business plans and collaborate on structure of financial reporting</li><li>Review and discuss Portfolio reporting and upkeep</li><li>Review and request Report Writer reports</li></ul><p><br></p>
<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>We are looking for a skilled Cost Accountant/Analyst to join our client's manufacturing team in the Lansdale, Pennsylvania area. This position offers an exciting opportunity to apply your analytical skills and accounting expertise in a fast-paced production environment. As a key contributor, you will provide valuable financial insights and collaborate with cross-functional teams to drive operational efficiency and profitability.</p><p><br></p><p>Responsibilities:</p><p>• Develop and oversee cost accounting processes, including labor, material, and overhead allocations, to ensure accurate financial reporting.</p><p>• Perform detailed variance and margin analyses to identify trends and areas for cost optimization.</p><p>• Collaborate with sales and operations teams to refine pricing strategies and identify opportunities for cost savings.</p><p>• Build comprehensive financial forecasts and support strategic planning initiatives.</p><p>• Maintain a hands-on approach by engaging with the manufacturing floor to align operational realities with financial data.</p><p>• Provide product-level profitability insights to guide decision-making and enhance business strategies.</p><p>• Ensure compliance with accounting standards and practices while continuously improving reporting processes.</p><p>• Act as a liaison between operations and accounting to foster collaboration and informed decision-making.</p><p>• Streamline and improve financial models for better forecasting and analysis.</p><p>• Support audits and ensure accuracy in cost-related financial documentation.</p>
<p>We are looking for a dedicated Credit Analyst to join our team in Easton, Pennsylvania. This position is within the manufacturing industry, offering a great opportunity to contribute to financial operations and ensure the accuracy of accounts receivable processes. The ideal candidate will have a keen eye for detail, strong communication skills, and a solid understanding of credit analysis and deduction resolution.</p><p><br></p><p>Responsibilities:</p><p>• Manage the Accounts Receivable Prepayment process efficiently and accurately.</p><p>• Coordinate with customers, logistics, and sales teams to handle all correspondence related to prepayment requests.</p><p>• Lead weekly meetings with credit and sales teams to review and address open or overdue prepayment orders.</p><p>• Investigate and resolve chargeback deductions for assigned customers in a timely manner.</p><p>• Assist with audits and fulfill other financial data requests as required.</p><p>• Monitor and maintain accurate trial balances to support financial reporting.</p><p>• Develop and update price lists to ensure accurate credit evaluations.</p><p>• Collaborate on corporate credit policy updates and ensure adherence to company standards.</p>
<p>International medical services provider seeks a sales facing Senior Financial Analyst to join their team. </p><p>Candidates for this role should have experience supporting the sales team with financial advice based on sound analysis and modeling supporting decision making, knowledge of pricing and strategy, deal structuring and positioning, ideally</p><p>experience within the medical plan space, strong Excel skills, ability to present ideas and back them with sound financial support, 3+ years of experience, degree in business related discipline. Definite opportunity for growth and</p><p>promotion. </p>
<p>Very large NYSE traded company in Central Morris County is seeking a Sr. Specialist in their SEC Reporting Group. The successful candidate with have 2+ years of public company SEC reporting experience either in a corporate setting or within Big 4 or large regional public accounting with SEC clients. Will support all SEC reporting including preparation of Form 10K and 10Q reports. Will also assist in preparing financial statements for public reporting entities. Must have a degree in Accounting and a CPA or CPA track is preferred. Strong financial reporting and SEC reporting experience. Great opportunity to gain high exposure in this larger organization working directly for the SEC Financial Reporting Manager. Experience with SAP is a plus but not required. This Senior SEC Accountant position is highly visible with a good potential for future growth. Salary $80-120k depending on experience, plus bonus and great benefits. </p>
<p>We are looking for an experienced Finance Manager to oversee and optimize financial operations in Quakertown, Pennsylvania. This role involves driving strategic financial planning, managing compliance, and providing actionable insights to enhance organizational efficiency. The ideal candidate will possess strong leadership skills and a deep understanding of financial management within a global manufacturing environment.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage financial planning, budgeting, and forecasting processes to align with organizational goals and optimize profitability.</p><p>• Analyze complex financial data to identify trends, assess performance, and recommend actions to improve operational efficiency.</p><p>• Prepare detailed financial reports, including variance analyses and key performance indicators, for leadership teams.</p><p>• Ensure compliance with international and local financial regulations while managing audits and risk adherence.</p><p>• Collaborate with supply chain and procurement teams to identify and implement cost-saving strategies without compromising quality.</p><p>• Lead and mentor a high-performing finance team, fostering growth and innovation.</p><p>• Utilize advanced financial systems and technology to streamline processes and provide real-time data insights.</p><p>• Oversee cash flow planning and ensure effective treasury management to maintain financial stability.</p><p>• Coordinate with global and regional finance teams to align strategies and ensure cohesive operations across multiple regions.</p>
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
We are looking for an experienced Accounting Manager to join our team on a contract basis in Montclair, New Jersey. This role is ideal for someone who excels in managing financial processes and ensuring accuracy in reporting. You will play a key role in overseeing critical accounting functions and contributing to the organization's financial integrity.<br><br>Responsibilities:<br>• Manage the month-end close process, ensuring all financial data is accurately recorded and deadlines are met.<br>• Oversee general ledger activities, including entries, adjustments, and reconciliations.<br>• Conduct and support financial statement audits, ensuring compliance with regulations and standards.<br>• Reconcile accounts to maintain accurate financial records and identify discrepancies promptly.<br>• Prepare and review journal entries to ensure proper documentation and accuracy.<br>• Collaborate with internal teams to streamline accounting processes and improve efficiency.<br>• Analyze financial data to identify trends and provide actionable insights.<br>• Ensure compliance with accounting policies and procedures.<br>• Provide support for ad hoc financial reporting and projects as needed.
<p>Successful client located outside of the Philadelphia Suburbs seeks a tech savvy Pension Analyst with 401K analysis experience and strong understanding of pension laws. As the Pension Analyst, you will analyze and prepare audit pension plans, engage with clients on establishing pension planning, provide guidance on investment options, maintain client records, review fund activities, prepare financial reports, and keep abreast on trends and changes in pension regulations and compliance. The Pension Analyst will develop efficient programs while proving cost effective suggestions to keep within budget.</p><p><br></p><p>How you will make an impact</p><ul><li>Pension & Benefit Administration</li><li>Organize and maintain client files</li><li>Prepare pension planning recommendations</li><li>Assist clients with pension options</li><li>Monitor and review client tax returns, loans & financial statements</li><li>Stay abreast of pension trends, regulations and compliance</li><li>Implement communication strategies</li><li>Provide pension documentation where needed</li><li>Generate pension planning recommendations</li><li>Prepare internal and external reporting</li><li>Maintain updates on new laws, trends and developments</li><li> Ensure compliance with federal and state laws</li></ul>
The HRIS Workday Manager will develop, design, and administer the Workday HRIS function and provide human capital analytics for 800+ employees in most US states as the company expands its footprint. This position will offer the opportunity to work as an integral part of our People Experience Team (PXT), working closely with the PXT Leadership team and collaborating with team members throughout the organization. The ideal candidate must possess strong attention to detail, have previous experience with Workday HRIS, HCM, and Payroll processing, and thrive in a fast-paced, team-oriented environment. <br>Responsibilities:<br>• End-to-end ownership of the Customers Bank HRIS system (Workday)<br>• Development, enhancement, and continuous improvement of HRIS functionality, reporting capabilities, data analytics, third-party integrations, data security, and overall employee experience.<br>• Management and oversight of HRIS, providing consultation and support in partnership with talent acquisition, learning/development, compensation, employee benefits, payroll, corporate governance, and finance.<br>• Support the People Experience Team, while driving the tactical execution of Firm-wide initiatives and priorities.<br>• Partner with stakeholders to maximize HRIS system functionality and support business needs; plan and facilitate relevant change management processes as needed; design audits and routine checks to ensure data integrity in Workday, assist users with navigation of the system.<br>What do you need?<br>• 5-8 years of related experience with deep HRIS/HCM knowledge and data analytics abilities.<br>• Bachelors’ Degree from an accredited College/University<br>• Preferred experience with maintenance of the Workday system with strong knowledge of Workday domains, data structures and reporting functional areas.<br>• Financial Services, Banking, or Fintech experience is preferred.<br>• Overall knowledge of HR business processes such as talent acquisition, compensation, benefits, talent management, learning and development.<br>• Experience/knowledge with stock/equity plan administration is a plus.<br>• Strong understanding of HR & Payroll related issues.<br>• Proficient with Microsoft Office Suite and advanced Excel skills.<br>• Detail oriented, deadline driven and work well under pressure with a high degree of accuracy.<br>• Must have outstanding work ethic.<br>• Ability to comfortably interact with employees of all levels of experience and seniority, across the organization and uses discretion when dealing with sensitive employee payroll matters.<br>• Flexibility in terms of willingness to meet varied and changing demands.<br>• Must be legally eligible to work in the United States without sponsorship, current or future.<br> <br>Technology Skills:<br>• Microsoft Office Products, specifically Excel and PowerPoint<br>• Extensive experience with HRIS systems, Workday specifically.<br>• ADP & Workday payroll experience needed.<br>• Data analytics/reporting systems and software (Workday, Tableau, other)
<p>We are looking for an experienced VP of Finance to lead and oversee the financial operations of a growing professional services company in Somerset County, New Jersey. This role is critical in managing the company’s financial planning, reporting, month-end close, audit and overall fiscal strategy. The ideal candidate will bring exceptional accounting, audit and finance skills and a proven track record of success.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and management of the company's annual budget to ensure alignment with organizational goals.</p><p>• Oversee the month-end close process, ensuring accuracy and timeliness of financial reporting.</p><p>• Prepare and present comprehensive financial reports to private equity partners, providing insights and recommendations for strategic decisions.</p><p>• Manage cash flow forecasting to maintain financial stability and support operational needs.</p><p>• Collaborate with executive leadership to establish long-term financial strategies and objectives.</p><p>• Ensure compliance with financial regulations and internal policies to uphold the integrity of financial operations.</p><p>• Analyze financial data to identify trends, risks, and opportunities for growth and improvement.</p><p>• Partner with external auditors and consultants to ensure accurate and transparent financial reporting.</p>
<p>Thriving, manufacturer seeks a Sr Cost Accountant/Analyst with proven government contract accounting expertise. In this role, you will review and control costs related to inventory, provide financial analysis, perform product manufacturing analysis, report on daily inventory, oversee the billing process, create and implement standard costs, perform audits, manage and update costs estimates, assist with reconciling client invoicing, follow-up on collection efforts, and research and resolve invoicing or billing discrepancies. The successful Sr. Cost Accountant will have proven product cost experience, GAAP knowledge, strong problem-solving skills, and excellent time management skills.</p><p><br></p><p>What you get to do everyday</p><p>· Maintain and analyze standard costs for products, materials, and labor</p><p>· Perform monthly inventory reconciliations and ensure proper valuation under GAAP</p><p>· Monitor and analyze manufacturing variances, including price/material usage/labor and overhead absorption</p><p>· Support month-end close by preparing and reviewing journal entries</p><p>· Analyze actual manufacturing costs and prepare periodic reports</p><p>· Ensure compliance with internal controls, company policies, and accounting standards</p><p>· Partner with operations and supply chain to identify cost drivers, efficiencies, and areas of improvement</p><p>· Assist in inventory costs and profitability products</p><p>· Create annual standard cost updates</p><p>· Lead or participate in process improvement initiatives to enhance cost visibility and operational efficiency </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>
<p><strong>Overview:</strong></p><p>The Senior Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></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><strong>Overview:</strong></p><p>The Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></p>
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>Robert Half is looking for an experienced Director of Finance to lead financial operations. This Director of Finance role is pivotal in ensuring consistency in financial practices, overseeing regional finance teams, and aligning strategies with global financial policies. The ideal candidate will excel at driving business results, mentoring teams, and maintaining robust financial reporting standards.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead and guide regional finance teams, driving growth and enhancing overall team performance.</li><li>Oversee the preparation of monthly corporate and management financial reports, ensuring they are completed accurately and on time.</li><li>Improve and refine the presentation of financial data to ensure it is clear, comprehensive, and easily understood by departmental management.</li><li>Manage the Financial Planning & Analysis (FP& A) function, providing key insights and strategic recommendations to leadership.</li><li>Lead the implementation of global finance initiatives across the region, ensuring smooth integration and compliance.</li><li>Spearhead the budgeting and planning processes to ensure they are in line with the organization’s objectives and priorities.</li><li>Oversee working capital management, optimizing receivables, payables, and inventory levels.</li><li>Ensure adherence to all statutory, fiscal, and corporate reporting requirements for both local and international operations.</li><li>Collaborate with external auditors to facilitate the timely and accurate completion of annual financial audits.</li></ul>
