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16 results for Operations Manager Financial Services in Easton, PA

Insurance Operations Manager

Parsippany, New Jersey
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

Office Operations Manager

Parsippany, New Jersey
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Our client is looking to hire an Office Operations Manager to support two of the firm's largest branches. This person will serve as the operational leader for a multi-office professional services environment, overseeing day-to-day office operations, employee management, performance reporting, recruiting, onboarding, client service, and administrative processes. This individual acts as a key liaison between leadership and staff, ensuring efficient business operations, resource allocation, and exceptional client experience. Key ResponsibilitiesOffice & Operations Management<ul><li>Oversee daily operations for approximately 30 employees across multiple office locations.</li><li>Serve as the primary point of contact for attorneys, paralegals, client support staff, reception, and administrative personnel.</li><li>Manage and maintain operational workflows to ensure business objectives are met efficiently.</li><li>Monitor staffing resources and adjust schedules, calendars, and workloads to optimize productivity and service levels.</li></ul>Performance Metrics & Reporting<ul><li>Develop, track, and analyze key performance indicators (KPIs) to measure workload, productivity, and business performance.</li><li>Prepare and present bi-weekly and monthly operational reports to leadership, including:</li><li>Billing metrics</li><li>Revenue and collections reporting</li><li>Workload projections versus actual performance</li><li>Monthly production goals and benchmarks</li><li>Utilize data and reporting to identify trends, drive accountability, and support business growth initiatives.</li></ul>Recruitment & Onboarding<ul><li>Source, screen, and interview candidates for administrative and operational positions.</li><li>Manage the full onboarding process, including:</li><li>New hire orientation</li><li>Technology and environment setup</li><li>Training and process education</li><li>Support employee development and successful integration into the organization.</li></ul>Team Leadership & Employee Support<ul><li>Provide day-to-day management and support for office personnel.</li><li>Act as a resource for employee questions, operational issues, and process improvement initiatives.</li><li>Foster a collaborative and productive work environment.</li></ul>Client Service & Escalation Management<ul><li>Handle escalated client concerns and service issues with professionalism and empathy.</li><li>Serve as a brand ambassador while ensuring timely resolution of client matters.</li><li>Partner with internal teams to maintain high service standards and client satisfaction.</li></ul>Vendor & Technology Management<ul><li>Manage relationships with external service providers, including call center and help desk partners.</li><li>Serve as the escalation point for technology and operational issues.</li><li>Support technology initiatives and system implementations.</li></ul>Project Management<ul><li>Lead office and facilities projects from planning through execution.</li><li>Coordinate office relocations, renovations, and operational transitions.</li><li>Manage project timelines, budgets, vendors, and resource allocation.</li><li>Support technology upgrades and system migrations, including Office 365 implementations.</li></ul>
2026-09-11T00:00:00Z

Area Operations Manager

Bethlehem, Pennsylvania
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
The leader’s responsibility exists for managing and leading the tactical and strategic functionality of their functional department. Under the direction of the Operations Leader, the Area Mgr has core responsibilities to develop, implement and assure that all objectives meet or exceed expectations. The Leader is responsible for the development and training of their teams of exempt and non-exempt employees in meeting their functional departmental goals and objectives related to culture, costs, service cycle time, and quality. Cultural goals will be accomplished in the development of an engaged and safe workforce through the successful application and practice of QXH Leadership Competency Model. Quality goals are achieved through effectively executing the department’s standard operating procedures, processes, and methods.
2026-09-24T00:00:00Z

Finance Manager

Parsippany, New Jersey
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Very large and profitable Fortune 500 publicly traded company located in Central Morris County is seeking a Finance Manager to add to their team to support a major business division. The successful candidate will have and Accounting or Finance degree and 5+ years of Finance or Accounting experience in either corporate FP&A, general accounting and reporting or straight public accounting. MBA is preferred here but not required. Here is a summary of some of the keys to the position:<ul><li>Develop and analyze monthly and periodic forecasts, annual business plans, and strategic financial planning initiatives</li><li>Create financial and operational models and interpret KPIs and financial results to help identify, plan, prioritize and evaluate projects</li><li>Conduct research and analyze data to generate actionable insights to solve complex business problems and improve performance</li><li>Draft materials to present information to senior leadership and stakeholders throughout the company</li></ul> This is a multi-billion revenue company with International Operations. The successful candidate will be involved in forecasting, budgeting, variance analysis and P&L analysis. Very high exposure to Sr. Management in this position. Recent MBA is preferred as well with good financial analysis and modeling skills. Need very strong EXCEL skills along with some light supervisory experience. The company offers a very competitive salary in the $120-140K range plus 10-15% target bonus depending on experience, plus great benefits and high exposure with upside potential to grow your career.
2026-09-01T00:00:00Z

Customer Service / Operations Manager

North Brunswick, New Jersey
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
benefits:<ul><li>medical</li><li>dental</li><li>vision</li><li>401k</li><li>paid time off</li></ul> Responsibilities<ul><li>Oversee day-to-day customer service operations and ensure high-quality support delivery</li><li>Manage, coach, and develop a team of customer service representatives</li><li>Implement and improve processes to enhance efficiency and customer experience</li><li>Monitor KPIs, analyze performance metrics, and drive continuous improvement</li><li>Collaborate cross-functionally with sales, logistics, and finance teams</li><li>Resolve escalated customer issues in a timely manner</li><li>Ensure compliance with company policies and operational procedures</li></ul>
2026-09-10T00:00:00Z

Operations Analyst

New Brunswick, New Jersey
onsite
Permanent / Full Time
120000 - 130000 USD / Yearly
Benefits:full medical coverage and retirement savings plan Fast-paced, supply chain logistics company requires a Senior-Level Operations Analyst with data modeling and analysis experience, general finance and accounting knowledge, and strong business partnering skills. The Operations Analyst will interact directly with Finance Leadership to recommend, develop, and implement process and resource efficiencies that drive improving all aspects of Company profitability. This includes data collection, analysis, and modelling operational, labor, and financial data to identify trends, risks, and actionable improvement opportunities. Develop KPI reporting, dashboards, spending analysis, and operational performance tools that improve visibility and decision-making cadence. Analyze labor costs by functional area; perform cost rationalization across all areas of operational expenditures. Coordinate with internal teams and external partners to support product selection, supplier qualification, and competitive purchasing decisions. Locate key suppliers, negotiate pricing, contracts, payment terms, and service levels, and ensure materials, products, and services meet required specifications. Conduct market analysis and monitor pricing trends to identify cost-saving opportunities and supply chain risks. The Operations Analyst should have prior 3PL, Distributions, Logistics or Supply Chain experience, advanced excel, power bi+++, Bachelor’s Degree in Finance or Accounting, Business Management, Supply Chain Management or a related field of study. Salary in the 120-130K range plus bonus and full medical coverage and retirement savings plan. For immediate consideration please email resume to Joseph Imbesi
2026-09-22T00:00:00Z

Operations Coordinator

Coopersburg, Pennsylvania
onsite
Temporary / Contract
19 - 21 USD / Hourly
Robert Half is seeking a highly organized and proactive Operations Coordinator to support daily business operations and help ensure processes run smoothly and efficiently. This role will coordinate administrative and operational activities, support cross-functional teams, manage schedules and documentation, track projects, and help improve workflows. The ideal candidate is detail-oriented, adaptable, and able to manage multiple priorities in a fast-paced environment. Key Responsibilities<ul><li>Coordinate day-to-day operational and administrative activities across departments</li><li>Maintain records, reports, and documentation to support business operations</li><li>Track project timelines, deliverables, and internal follow-ups</li><li>Assist with process improvement initiatives and workflow optimization</li><li>Prepare reports, presentations, and operational updates for leadership</li><li>Communicate with internal teams, vendors, and external partners as needed</li><li>Monitor inventory, supplies, or service requests, depending on business needs</li><li>Support scheduling, meeting coordination, and calendar management</li><li>Help ensure compliance with company policies and operational procedures</li><li>Provide general support for special projects and department initiatives</li></ul>
2026-09-08T00:00:00Z

Manager Financial Reporting

Edison, New Jersey
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
benefits:<ul><li>Medical/Dental/Vision</li><li>401k </li><li>PTO </li></ul> We are looking for an experienced financial reporting leader to guide the close and consolidation process for a growing wholesale distribution organization in Edison, New Jersey. This role is ideal for someone who is detail oriented and has a strong background in public accounting and audit, with the ability to translate complex accounting matters into clear, accurate reporting for business stakeholders. The position will play a key part in maintaining compliance with U.S. GAAP, supporting external audit activities, and strengthening reporting processes across the finance function. Responsibilities:• Direct the monthly, quarterly, and year-end close cycle to ensure timely and accurate financial results.• Oversee the preparation and review of consolidated financial statements, along with reporting packages used by leadership.• Monitor balance sheet accuracy by supervising reconciliations, investigating variances, and validating supporting analysis.• Evaluate technical accounting matters and apply new accounting standards in a manner that supports compliance and consistency.• Identify opportunities to improve reporting workflows through automation and enhancements to financial systems, including SAP S/4HANA-related initiatives.• Collaborate with teams across FP&A, Tax, Treasury, Operations, and IT to support reporting needs and broader finance projects.• Coordinate audit deliverables and serve as a primary finance contact for external auditors during review and year-end procedures.• Lead, mentor, and develop accounting and financial reporting staff to build a high-performing team environment.
2026-09-10T00:00:00Z

Operations Specialist

Bala Cynwyd, Pennsylvania
onsite
Temporary / Contract
21.85 - 23 USD / Hourly
We are looking for an Operations Specialist to support day-to-day business activities for a services firm located in the Greater Philadelphia Region. This Long-term contract position is fully on-site and offers the opportunity to contribute to a fast-paced insurance-related environment while partnering with multiple teams. The ideal Operations Specialist candidate is organized, detail-oriented, and comfortable handling administrative work, data accuracy, and project support. What you get to do every single day:• Deliver administrative and clerical assistance to support the product and operations teams in their daily workflow• Enter, update, and maintain records with a high degree of accuracy across internal databases and tracking systems• Organize, file, and retrieve electronic and physical documents to ensure information is properly maintained and accessible• Support special assignments and team initiatives by coordinating tasks, tracking progress, and assisting with follow-up activities• Communicate professionally with colleagues across departments to gather information and help keep work moving efficiently• Review data and documentation for completeness, consistency, and accuracy before submission or distribution
2026-09-22T00:00:00Z

Financial Planning and Analysis Manager

Horsham, Pennsylvania
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

Bucks County, Pennsylvania
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

Manager of Financial Transformation (SAP)

Northeastern Berks County, Pennsylvania
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for a finance leader to guide process improvement and operational alignment across core financial functions in a manufacturing environment based in Northeastern Berks County, Pennsylvania. This individual contributor will work closely with accounting, planning, shared services, technology, and project teams to strengthen finance workflows, support enterprise system-enabled initiatives, and improve reporting consistency. The role is ideal for someone who combines strong financial acumen with systems knowledge and can help translate business needs into effective, sustainable processes. Responsibilities:• Serve as the primary finance representative for transformation efforts tied to SAP-enabled process improvements across major finance workstreams.• Translate business objectives into documented finance requirements, control expectations, performance measures, and success criteria for implementation activities.• Partner with cross-functional stakeholders to support solution design, test planning, user acceptance activities, deployment readiness, and post-launch stabilization.• Oversee governance of finance-related master data such as cost centers, profit centers, and reporting hierarchies while maintaining disciplined change control practices.• Review reporting structures, process controls, and system integrations to ensure they support operational needs and financial accuracy.• Work with accounting, FP&A, shared services, IT, and project teams to streamline workflows, improve data integrity, and increase consistency across finance operations.• Create and refine process documentation, training content, and standard operating guidance to encourage adoption of updated ways of working.• Track performance after go-live and lead ongoing enhancements that strengthen efficiency, usability, and business value over time.
2026-09-23T00:00:00Z

Contracts Manager

Ewing, New Jersey
onsite
Temporary / Contract
35 - 40 USD / Hourly
Responsibilities:We are seeking a hands-on CLM Project Manager to support the implementation of an AI-enabled Contract Lifecycle Management initiative. The ideal candidate will understand commercial contracts and legal clauses while also having strong project management and systems implementation experience. Key Responsibilities<ul><li>Lead project activities associated with the implementation and launch of a Contract Lifecycle Management (CLM) system</li><li>Develop, implement, and maintain contract playbooks, clause libraries, templates, and approval guidelines</li><li>Review and understand commercial contract language, including standard and fallback clauses</li><li>Translate legal requirements and contracting processes into system requirements and workflows</li><li>Map current-state and future-state contract lifecycle processes</li><li>Help design and configure contract intake, review, approval, negotiation, execution, and post-signature workflows</li><li>Partner with Legal, Procurement, IT, Compliance, and business stakeholders</li><li>Coordinate project timelines, deliverables, milestones, testing, UAT, and implementation activities</li><li>Support contract repository migration, data cleanup, metadata, and standardization as needed</li><li>Identify opportunities to use AI and automation to improve contract review, clause analysis, summarization, data extraction, and workflow efficiency</li><li>Develop process documentation, SOPs, training materials, and user guidance</li><li>Support user adoption and post-launch enhancements</li><li>Track project status, issues, dependencies, and action items through implementation</li></ul>
2026-09-04T00:00:00Z

Wealth Management Operations Analyst III

Morristown, New Jersey
onsite
Temporary / Contract
40 - 45 USD / Hourly
We are looking for an experienced Wealth Management Operations Analyst III to support critical operational activities for a financial services team in Morristown, New Jersey. This Long-term Contract position focuses on account administration, transaction oversight, and cross-functional coordination across a broad range of wealth management products. The ideal candidate will bring strong analytical judgment, attention to detail, and the ability to work closely with internal teams, external partners, and clients to maintain accurate, timely, and controlled operations. Responsibilities: • Coordinate the setup and ongoing maintenance of client accounts by collecting required records, reviewing documentation for accuracy and completeness, and partnering with stakeholders to resolve outstanding items. • Manage the movement of cash and securities by organizing transfer paperwork, liaising with internal and external contacts, and helping ensure assets are received and delivered without unnecessary delays. • Support operational workflows tied to trade execution and post-trade processing, including booking, allocation, confirmation, settlement, and reconciliation across securities, foreign exchange, derivatives, and alternative investments. • Oversee daily operational activity by tracking transactions, reviewing reporting outputs, monitoring trade feeds, and addressing issues involving unmatched trades, settlement breaks, wires, deposits, and asset transfers. • Respond to inquiries and exceptions from clients and business partners with professionalism, providing timely follow-up on account matters, transaction concerns, and settlement-related issues. • Build strong working relationships with business, product, technology, and support teams to improve coordination, promote clear communication, and deliver a high level of service. • Identify process enhancement opportunities that strengthen efficiency, improve team productivity, and reinforce controls within a risk-conscious operating environment. • Assist with audits, risk reviews, and control-related activities by following established procedures, maintaining documentation, and supporting adherence to internal protocols. • Contribute to change initiatives by helping define business needs, gathering requirements, and participating in user and regression testing for operational or technology-related updates.
2026-09-21T00:00:00Z

Office Manager

Conshohocken, Pennsylvania
onsite
Temporary to Hire
25 - 26 USD / Hourly
We are looking for an organized and proactive Office Manager to support daily operations at our manufacturing office in Pennsylvania. This contract opportunity with permanent potential is ideal for someone who thrives in a hands-on onsite environment, enjoys keeping business processes running smoothly, and can manage multiple administrative priorities with accuracy. The right candidate will bring strong attention to detail, sound judgment, and a dependable, self-directed approach to work. Responsibilities:• Manage office operations to ensure administrative workflows, documentation, and day-to-day activities are completed accurately and on time.• Enter and maintain customer orders, rental data, and other operational records with a high level of precision.• Track inventory-related information and help keep internal records current and well organized.• Prepare repair pricing information and support quote generation for customer requests.• Respond to customer questions professionally and provide timely administrative support for inquiries.• Maintain physical files, contracts, and paper-based records in an orderly and accessible manner.• Oversee office supply levels, place orders as needed, and help maintain an efficient workplace environment.• Assist with front desk and general office support duties, including handling routine correspondence and coordinating administrative tasks.
2026-09-22T00:00:00Z

Office Manager

Pennington, New Jersey
onsite
Permanent / Full Time
60000 - 65000 USD / Yearly
We are looking for an organized Office Manager to support daily administrative operations in Pennington, New Jersey. This position plays a central role in keeping the office efficient, welcoming, and well supplied while assisting with essential financial and front-desk activities. The ideal candidate is proactive and comfortable balancing multiple priorities in a fast-paced office environment. Benefits:Medical, Dental, Vision Responsibilities:• Coordinate day-to-day office activities to help ensure smooth and efficient administrative operations.• Manage purchasing for workplace materials and track inventory to keep essential supplies available.• Monitor stock levels regularly and replenish office items before shortages affect productivity.• Support accounts payable tasks, including reviewing invoices and assisting with timely processing of payments.• Serve as the first point of contact for visitors, calls, and general front-desk inquiries in a courteous and organized manner.• Maintain organized administrative records and assist with routine office documentation and correspondence.• Work with internal team members and external vendors to address office-related needs and service requests.
2026-09-11T00:00:00Z