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6 results for Operational Risk Analysis Manager in Easton, PA

Insurance Operations Manager

Parsippany, NJ
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced Insurance Operations Manager to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth. The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results. Key ResponsibilitiesInsurance Operations & Underwriting<ul><li>Oversee underwriting, case design, placement, and policy implementation processes</li><li>Develop and enhance workflows to ensure an efficient, compliant client experience</li><li>Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes</li><li>Act as a resource for complex cases and product recommendations</li></ul>Illustration & Case Design<ul><li>Oversee the preparation and review of insurance and annuity illustrations</li><li>Ensure accuracy and effectiveness of client-facing proposals and advisor presentations</li><li>Support advisors with product comparisons and case strategy</li></ul>Team Leadership<ul><li>Recruit, develop, and manage a growing insurance operations team</li><li>Establish best practices and drive operational excellence</li><li>Mentor staff and create opportunities for ongoing professional development</li></ul>Advisor Support<ul><li>Serve as the internal subject matter expert on life insurance, long-term care, and annuity products</li><li>Partner with financial advisors to identify appropriate solutions for clients</li><li>Assist with case design, underwriting strategies, and implementation</li></ul>Business Development<ul><li>Help expand the firm's insurance business and identify growth opportunities</li><li>Build and maintain strong relationships with carriers, wholesalers, and industry partners</li><li>Support strategic initiatives aimed at enhancing the firm's overall client offering</li></ul>
2026-09-02T00:00:00Z

Operations & Finance Manager

Hazleton, PA
onsite
Permanent / Full Time
125000 - 145000 USD / Yearly
We are looking for an experienced Operations & Finance Manager to join a well-established family-owned service organization. In this senior leadership position, you will work closely with ownership to strengthen business performance, guide long-range planning, and support sustainable growth. This role centers on financial stewardship, operational strategy, and organizational improvement while partnering with operational leaders to align execution with company objectives. Responsibilities:• Collaborate with ownership to shape growth plans, evaluate expansion opportunities, and develop strategies that support revenue and margin improvement.• Convert business priorities into practical operating and financial plans, with clear targets for performance, efficiency, and customer outcomes.• Lead budgeting, forecasting, cash flow monitoring, and financial reporting to provide accurate insight into company performance and decision-making.• Oversee accounting activities and internal financial controls to ensure timely reporting and dependable fiscal management at a controller level.• Review job costing, labor productivity, equipment usage, and pricing approaches to identify opportunities to improve profitability.• Partner with the Operations Manager to ensure field activities support broader financial goals, service standards, and long-term business plans.• Develop and refine processes, standard operating procedures, dashboards, and performance metrics that improve consistency and accountability across the organization.• Assess operational and financial risks, recommend mitigation strategies, and help maintain compliance with applicable safety, environmental, and regulatory standards.• Support capital planning, equipment investment analysis, financing considerations, and relationships with outside financial partners and advisors.• Provide ownership with data-driven recommendations related to leadership development, succession planning, and future business transition considerations.
2026-09-03T00:00:00Z

Risk/Trading Analyst

Somerset, NJ
onsite
Permanent / Full Time
60000 - 65000 USD / Yearly
We are looking for a Risk/Trading Analyst to support day-to-day trading activity and strengthen oversight across multiple asset classes in Somerset, New Jersey. This position is suited to an analytical, detail-oriented individual who can help monitor exposure, review trading activity, and contribute to disciplined risk control in a fast-moving environment. The role works closely with trading leadership to help maintain efficient execution and informed decision-making. Benefits:Medical and Dental Responsibilities:• Oversee market exposure and counterparty positions across products such as foreign exchange, commodities, CFDs, and digital assets.• Support daily trading operations by coordinating with leadership on execution priorities and risk-related decisions.• Review client trading activity in real time to identify irregular patterns, exceptions, or emerging exposure concerns.• Carry out order execution accurately while helping ensure activity aligns with internal risk parameters and market conditions.• Analyze trading data and prepare clear summaries that help guide operational and risk management actions.• Assist in monitoring broker and liquidity relationships to support stable and effective trading operations.• Use reporting tools and spreadsheets to track key metrics, maintain records, and improve visibility into trading performance.
2026-09-10T00:00:00Z

Financial Planning and Analysis Manager

Yardley, PA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
benefits:<ul><li>hybrid</li><li>Comprehensive Medical, Dental & Vision Coverage</li><li>401k</li><li>paid time off</li></ul> Growing regional service organization seeks a Finance Manager to join its team. Responsibilities include:• Drive budgeting, forecasting, and financial planning activities while supporting the continued expansion of the FP&A function• Develop quarterly budget-to-actual reporting, conduct variance analysis, and assist with annual planning processes• Collaborate with business intelligence and technology teams to improve reporting capabilities, data quality, and analytical insights• Partner closely with accounting leadership to ensure accurate financial reporting, reconciliations, and interpretation of financial results• Manage financial reporting calendars and support month-end and quarter-end analytical review processes, including flux analysis• Enhance reporting tools and dashboards utilizing Power BI while supporting broader data and reporting initiatives
2026-08-21T00:00:00Z

Financial Planning and Analysis Manager

Horsham, PA
onsite
Permanent / Full Time
140000 - 165000 USD / Yearly
Robert Half is looking for a Financial Planning and Analysis Manager to guide planning, forecasting, and performance reporting for our client's growing organization in the Greater Philadelphia area . This role works closely with commercial, operations, and finance partners to turn business data into meaningful insights that support profitability, cash flow, and strategic decisions. The ideal candidate brings strong leadership, advanced analytical capabilities, and the ability to communicate financial outcomes clearly to senior stakeholders. Responsibilities:<ul><li>Direct the company’s financial planning activities, overseeing budgeting cycles, forecast updates, and recurring performance reviews.</li><li>Partner with department leaders to build annual operating plans and periodic outlooks that reflect business priorities and realistic assumptions.</li><li>Produce monthly financial packages that explain results against plan, forecast, and prior-year performance, with clear interpretation of major variances.</li><li>Lead revenue-related analysis across rebates, discounts, and other commercial investments to improve visibility into net sales and profitability.</li><li>Create and refine financial models and scenario analyses to assess strategic opportunities, changing market conditions, and business risks.</li><li>Review customer and product profitability patterns and present key findings and recommendations to leadership.</li><li>Prepare executive-ready reports and presentations that highlight financial performance, emerging risks, and potential opportunities.</li><li>Oversee finance reporting enhancements by serving as a lead resource for Power BI initiatives, including requirement gathering and dashboard improvements.</li></ul>
2026-09-09T00:00:00Z

Financial Planning and Analysis Manager

Feasterville-Trevose, PA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for an experienced Financial Planning and Analysis Manager to join a growing global organization in Trevose, Pennsylvania. This hybrid opportunity is ideal for a finance leader who can connect detailed analysis with practical business decisions across operations, commercial activities, and executive planning. The role centers on building reliable forecasts, evaluating performance, and delivering insights that help leadership improve profitability and guide strategy. Responsibilities: • Direct the annual planning cycle, periodic forecasts, and monthly financial outlooks to support timely and informed business decisions. • Create and refine financial models that evaluate business scenarios, strategic investments, and future performance expectations. • Work closely with functional leaders to challenge assumptions, strengthen forecast accuracy, and align financial plans with operational realities. • Review financial results, explain variances against plan, and highlight the underlying drivers affecting revenue, margin, and overall performance. • Establish and monitor key financial and operational metrics, then translate findings into clear recommendations for management. • Support recurring business reviews and prepare reporting packages for finance leadership, operational stakeholders, and executive teams. • Partner with operations, supply chain, and commercial teams to identify opportunities for cost control, efficiency gains, and margin improvement. • Contribute to working capital performance tracking and provide financial guidance on initiatives that improve cash flow and business results. • Advance planning and reporting processes through standardization, automation, and stronger data integrity in collaboration with finance systems and IT teams. • Provide analytical support for cross-functional initiatives, special projects, and coordination with joint venture finance stakeholders when needed.
2026-09-02T00:00:00Z