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>Mid-size and growing manufacturing company with a major plant / office site located in Western Morris County is seeking an Accounting Manager. This position will report to the controller, and oversee all accounting operations, month end close and assist with financial reporting to the Private Equity owners. This is a HANDS-ON position but will also have leadership / supervisory responsibilities and oversee a team of 3-4 accounting professionals. MUST have some supervisory experience. Prefer candidates to have Manufacturing industry experience including some knowledge of cost and inventory but not required. Experience with reporting to Private Equity ownership is a major Plus as well. The company uses ORACLE, which is a plus, but any major ERP system experience will be acceptable. CPA / MBA preferred but not required here. Looking for 6+ years of strong hands-on accounting experience with at least 2 years at a Management level, working in mid-size companies. The company offers a competitive compensation package in the $115-135K range plus bonus, depending on experience and including good benefits. Hybrid work schedule with 3 days in office / 2 days remote. Very nice office location and environment in Northwestern NJ as well. Great for candidates living in western NJ! </p>
<p>We are looking for a dedicated Warehouse Manager to oversee operations within our facility in the Somerset, New Jersey area. This role is pivotal in ensuring smooth logistics, inventory handling, and team coordination to meet operational goals. The ideal candidate will have strong organizational skills and a solid background in warehouse management.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement efficient procedures for shipping, receiving, and inventory management.</p><p>• Monitor and approve shipping and receiving orders, ensuring timely and accurate stock transfers.</p><p>• Coordinate inbound and outbound transportation schedules to optimize delivery timelines.</p><p>• Supervise and guide team members in loading and unloading inventory safely and efficiently.</p><p>• Manage the receipt and verification of inventory, ensuring all items are accurately checked against purchase orders.</p><p>• Ensure proper storage practices are followed to maintain the quality and organization of received goods.</p><p>• Oversee the order preparation process, ensuring pulled items are checked and packed correctly for shipping.</p><p>• Train and support warehouse staff to maintain high performance and adherence to company policies.</p><p>• Conduct regular inspections to ensure safety protocols are followed and equipment is well-maintained.</p>
<p>We have partnered with a stable client on their search for an AP Manager with proven management experience. 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 AP Manager will manage vendor relationships, and collaborates cross-functionally with procurement, finance, and internal departments to support efficient financial operations. </p><p><br></p><p>What you get to do everyday</p><p>· Manage accounts payable team</p><p>· Oversee AP systems</p><p>· Maintain general ledger expense accounts</p><p>· Ensure timely collection of payments</p><p>· Maintain AP controls</p><p>· Develop, implement, improve, and enforce budgets</p><p>· Prepare and process vendor 1099s</p><p>· Verify and resolve discrepancies</p><p>· Stay updated on industry and legislative changes</p><p>· Review month end and AP closing reports</p>
<p>Our growing client is looking to hire a full-time/permanent AP/AR Manager with proven NETSUITE experience. In this role, you will oversee the accounts receivable/payable departments ensuring all transactions are completed accurately and in a timely manner. This AP/AR Manager will manage the billing process and advise on process improvements, assist in the credit management process, forward customer invoices and statements, provide financial forecasts, negotiate payment schedules, refunds, and collections. AP/AR Manager must have great analytical skills, outstanding negotiation skills, experience with process improvement, and advanced Microsoft Excel knowledge.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage and oversee all AP/AR functions, including invoicing, collections, payments, credit memos, and reconciliations.</li><li>Supervise and develop a team of AP/AR specialists, ensuring accuracy and compliance with company policies and GAAP standards.</li><li>Monitor cash flow and work closely with Treasury to optimize payment and collection schedules.</li><li>Review and approve vendor invoices, employee expense reports, and payment runs.</li><li>Establish credit terms and evaluate customer creditworthiness; manage credit limits and mitigate collection risks.</li><li>Maintain accurate aging reports and drive collection efforts to reduce DSO (Days Sales Outstanding).</li><li>Collaborate with Operations and Sales teams to resolve billing or shipping discrepancies.</li><li>Ensure compliance with tax, freight, and regulatory requirements specific to the distribution industry.</li><li>Assist with month-end close activities, account reconciliations, and reporting.</li><li>Identify opportunities for process improvements and automation to increase efficiency.</li><li>Support audits and provide required documentation to internal and external stakeholders.</li></ul>
<p>We are looking for an experienced Tax Manager to join our team in Bethlehem, Pennsylvania. In this role, you will oversee tax return reviews, provide expert guidance to clients, and manage staff assignments to ensure timely and accurate tax preparation. This position offers the opportunity to work closely with ownership to enhance processes and deliver high-quality service to a diverse client base.</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>• Perform final reviews and approvals for a portion of the firm's tax returns, sharing responsibilities with ownership, and prepare complex returns as needed.</p><p>• Communicate directly with clients through various channels to provide personalized and constructive tax advice for individuals, entities, and other client types.</p><p>• Collaborate with clients prior to year-end to identify projections and planning opportunities.</p><p>• Oversee staffing assignments for tax preparation, ensuring deadlines are met and workloads are effectively distributed.</p><p>• Work alongside ownership to establish a systematic approach for handling tax notices and examinations with thorough documentation.</p><p>• Contribute to the development and improvement of digital tax file processes, including checklists and lead sheets.</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>The salary for this position is 190,000 - 200,000. The benefits include paid time off, a hybrid schedule, health insurance, holidays.</p><p><br></p><p>A well-established medium size CPA firm in Central New Jersey, with a national practice, seeks a Tax Manager or Tax director. The successful candidate will work in the office 3 days per week and 2 days at home. The Tax Manager will handle a variety of clients in the healthcare, consumer products, manufacturing, and service industries. This is a newly created position due to the acquisition of two new clients to the firm. The firm offers an excellent benefits and compensation package. The firm also offers a real opportunity for partnership down the road. To apply email a resume in a Word format to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this opportunity.</p>
<p>The salary for this position is 135,000 - 150,000. The benefits include medical, vision, dental, disability, life insurance, flexible spending accounts, 401k, holidays and paid time off.</p><p><br></p><p>We are seeking a Tax Manager to join our client's team in the Lawrenceville, New Jersey area. The Tax Manager will be responsible for preparing tax provisions, maintaining and developing our financial systems, and ensuring compliance with national and international tax laws.</p><p><br></p><p><strong>Responsibilities: </strong></p><p>• Prepare and handle tax provisions from scratch</p><p>• Use accounting software systems to maintain accurate financial records</p><p>• Provide expertise in national/multi-state tax regulations</p><p>• Conduct internal audits to ensure compliance with tax laws</p><p>• Utilize Accounting Functions, CCH ProSystem Fx, and CCH Sales Tax for financial management</p><p>• Develop and manage the Annual Income Tax Provision</p><p>• Assist in Entity Formation for various business ventures</p><p>• Ensure compliance with IFRS and other international tax laws</p><p>• Use ADP - Financial Services and CaseWare for financial services and auditing</p><p>• Work with the team to improve and maintain financial systems.</p>
We are looking for an experienced Accounting Manager to join our team on a contract basis in Parsippany, New Jersey. In this role, you will oversee key accounting functions, ensuring accurate financial reporting and compliance with established standards. This position requires strong analytical skills and attention to detail to manage month-end processes and audits effectively.<br><br>Responsibilities:<br>• Manage the month-end close process, ensuring timely and accurate completion of all accounting tasks.<br>• Oversee the preparation and review of journal entries to maintain the integrity of the general ledger.<br>• Conduct account reconciliations to identify and resolve discrepancies promptly.<br>• Coordinate and support financial statement audits by preparing necessary documentation and liaising with auditors.<br>• Ensure compliance with accounting standards and company policies throughout all financial activities.<br>• Monitor and analyze financial data to provide insights and recommendations for improvement.<br>• Maintain detailed records and reports related to general ledger activities.<br>• Collaborate with other departments to streamline accounting processes and improve efficiency.<br>• Train and guide team members on accounting policies and procedures as needed.<br>• Address and resolve any issues related to accounting operations or reporting.
We are looking for an experienced Accounting Manager to oversee a team of three and ensure the seamless execution of both operational and technical accounting tasks. This position requires a deep understanding of core accounting principles, along with a proactive approach to managing journal entries, variance analysis, and financial reporting. This is a long-term contract opportunity based in Somerset, New Jersey.<br><br>Responsibilities:<br>• Supervise and lead a team of accounting professionals, ensuring efficient workflow and adherence to best practices.<br>• Manage month-end close processes, including reconciliations and preparation of accurate financial statements.<br>• Oversee general ledger activities, ensuring proper maintenance and timely updates.<br>• Conduct detailed variance analyses to identify trends and areas for improvement.<br>• Prepare and review journal entries to maintain accuracy in financial records.<br>• Collaborate with external auditors during financial statement audits, providing necessary documentation and insights.<br>• Ensure accurate and timely processing of accounts payable (AP) and accounts receivable (AR) functions.<br>• Utilize Dynamics 365 Business Central to streamline accounting operations and reporting.<br>• Develop and implement policies to improve financial controls and operational efficiency.
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>A leading midsize CPA firm in Edison has a hybrid or fully remote opportunity open for an Outsourced Accounting Manager. The successful candidate will have five plus years in a CPA firm handling the accounting and reporting functions for multiple clients. A CPA or progress toward is ideal but not required.</p><p>Responsibilities include:</p><p>· Accounts payable processing including bill payment.</p><p>· Financial statement preparation.</p><p>· Oversee the day-day outsourced accounting and finance services to clients.</p><p>· Review and approve payroll.</p><p>· Meet with clients to review monthly financial reports and respond timely to client inquiries.</p><p>· General accounting and finance consulting.</p><p>· Frequent interaction with clients.</p><p>The firm has an excellent reputation and one of the lowest turnover rates in the industry, nationally. To apply email a resume to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity. </p>
We are looking for a motivated Outsourced Accounting Manager to join our dynamic CPA firm in East Brunswick, New Jersey. This role is ideal for professionals with a strong accounting background who excel at managing multiple client accounts and providing strategic financial insights. The position offers flexibility with hybrid or fully remote work arrangements.<br><br>Responsibilities:<br>• Oversee and approve payroll processing to ensure accuracy and compliance.<br>• Provide expert advice on general accounting and financial matters to clients.<br>• Manage employee expense reimbursement processes, ensuring timely and accurate handling.<br>• Build and maintain strong client relationships through regular communication and support.<br>• Conduct client meetings to present monthly financial reports and address any inquiries.<br>• Perform month-end close duties, including reviewing financial statements and reports.<br>• Reconcile accounts to ensure accurate financial records.<br>• Prepare and review journal entries to maintain the integrity of the general ledger.
<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>We’re looking for an experienced Legal Billing Manager to lead our billing operations and drive process improvements across the department. This role is responsible for managing a team, overseeing billing systems, and ensuring compliance with firm-wide billing standards. The ideal candidate brings 5+ years of law firm billing management experience, strong leadership skills, and a solid understanding of legal billing platforms—experience with SurePoint and Intapp is a plus.</p><p>Key Responsibilities:</p><ul><li>Lead daily billing operations and supervise billing staff</li><li>Manage billing software setup, troubleshooting, and user access</li><li>Oversee month-end and year-end close processes and reporting</li><li>Maintain billing rates and ensure timely invoice delivery</li><li>Resolve billing discrepancies and coordinate with attorneys and clients</li><li>Administer e-billing platforms and ensure compliance with client guidelines</li><li>Audit invoices and set up specialized billing arrangements</li><li>Provide training and support to attorneys and staff on billing procedures</li></ul><p><br></p><p><br></p>
We are looking for an experienced and strategic Senior Manager of Internal Controls to join our team in Fairfield, New Jersey. In this role, you will take ownership of designing, implementing, and maintaining the internal control framework to ensure compliance with regulatory standards and industry best practices. Reporting directly to the Vice President of Internal Controls, you will have the opportunity to influence key processes and drive operational excellence across the organization.<br><br>Responsibilities:<br>• Develop and implement a comprehensive internal control framework that aligns with regulatory requirements and organizational objectives.<br>• Conduct company-wide risk assessments to identify, evaluate, and prioritize risks, and establish effective mitigation strategies.<br>• Collaborate with cross-functional departments, including Finance, Operations, and IT, to enhance and standardize control processes.<br>• Continuously monitor and evaluate the effectiveness of internal controls, recommending improvements as needed.<br>• Serve as the primary point of contact for internal and external auditors, ensuring seamless audit engagements and timely resolution of findings.<br>• Address emerging risks, including cybersecurity and fraud, by implementing appropriate controls and monitoring systems.<br>• Prepare and present executive-level reports that provide actionable insights into internal controls, audit results, and risk management.<br>• Lead, mentor, and develop a high-performing team focused on compliance education and succession planning.
<p>The salary is 140,000-150,000. Benefits:</p><ul><li>This position offers an excellent working environment and flexibility in your work schedule.</li><li>Medical Insurance</li><li>Dental Insurance</li><li>Tuition Reimbursement</li><li>Life Insurance</li><li>Flexible Spending Account (FSA)</li><li>Voluntary Time Off</li><li>Discretionary Bonus</li><li>401 (k) Plan</li><li>Paid Time Off (PTO)</li><li>Paid Family Leave</li></ul><p><br></p><p>A growing and very successful medium size CPA firm in Edison area seeks a Tax Supervisor or Tax Manager with experience in corporate and partnership tax in a quality CPA firm. Responsibilities include extensive corporate and partnership tax preparation and planning. The firm offers an excellent working environment and partnership potential. A CPA or parts passed is highly preferred. Experience in a local to midsize CPA firm is also preferred. To be considered please send your resume in a Word format to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.</p>
<p>115,000 - 125,000</p><p><br></p><p>Benefits:</p><ul><li>Hybrid</li><li>Dental</li><li>Vision</li><li>Health </li><li>401k</li></ul><p> Responsibilities:</p><ul><li>Prepare and file various tax returns (Individual, Partnership, S Corp, Gift, Private Foundation).</li><li>Advise clients on tax planning, estate strategies, and charitable giving.</li><li>Respond to client and advisor inquiries on tax, asset, and liability matters.</li><li>Collaborate with attorneys and employers on compensation, RSUs, and tax issues.</li><li>Oversee or prepare financial reports including net worth summaries and cash flow statements.</li><li>Support clients with ad-hoc projects (e.g., LLC filings, foundation gifts, compliance tasks).</li><li>Develop and implement strategic tax plans tailored to client needs.</li></ul><p><br></p>
<p>Our client, a small CPA firm based in Morristown, NJ is currently seeking a Tax Supervisor to join their firm. The Tax Supervisor will oversee 2 Tax Preparers, and will be responsible for delegating and managing workflow, reviewing returns, and ensuring deadlines are met. The Tax Supervisor and the team will handle a combination of corporate, partnership, and individual returns. Familiarity with 1120, 1065, C-Corp, 1040's, Gift Returns, and Estate Returns is a must. The ideal Tax Supervisor will have their CPA or EA, and will have 3-5 years' recent experience in a Tax Supervisor function at small or regional public accounting firms managing. Strong communication skills are a must, as is experience in a client-facing capacity.</p><p> </p><p>This is a terrific opportunity to join a growing firm with terrific work-life balance, excellent benefits, and growth opportunities. </p><p><br></p><p>If you are interested in applying for this Tax Supervisor role, please contact David Serrano at Robert Half (551-307-0316 or david.serrano@roberthalf.).</p>
• Supervise a team of 4 - 6 Accounts Payable merchandise processors ensuring accurate and timely processing of all merchandise related transactions <br>• Monitoring team activities to ensure discount opportunities are taken and EDI exceptions are being resolved timely <br>• Maintain working knowledge of PO (purchase order) processing & suggest improvements to internal controls <br>• Coordinate with other departments to resolve any discrepancies or issues regarding payments <br>• Ensure team members are efficiently using the current available programs and facilitating trainings for noted areas of improvement <br>• Oversee implementation and use of automation tools around merchandise processing, including but not limited to existing programs and future ERP enhancements <br>• Maintain KPIs and statistics for the merchandise team and regularly communicate statistics/trends with the team and for management review <br>• Train and mentor team members to improve their skills and performance <br>• Assist team with invoice volume/issue resolution as needed <br>• Participate in the preparation of the annual audit <br>• Ensure compliance with all company requirements and professional standards <br><br>Qualifications:<br>• Bachelor’s degree in Accounting, Finance, or with 5 or more years of proven Accounts Payable experience in a similar role, preferably in a supervisory position
<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>
<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>
<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>
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.
