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24 results for Financial Analyst Financial Services in New Castle, DE

Financial Analyst

Lancaster, PA
onsite
Temporary
23.75 - 35 USD / Hourly
We are looking for a skilled Financial Analyst to join our team in Lancaster, Pennsylvania. This is a long-term position with the potential to transition to a permanent role based on performance and organizational needs. The role offers a hybrid work schedule, combining in-office collaboration three days a week with remote flexibility. Responsibilities:• Analyze financial data to identify trends and provide actionable insights for business decision-making.• Develop and maintain financial models to support forecasting and strategic planning.• Conduct variance analysis to compare actual financial results against forecasts and budgets.• Perform ad hoc financial analyses to address specific business challenges or opportunities.• Utilize data mining techniques to extract valuable information from large datasets.• Collaborate with cross-functional teams to ensure accurate financial reporting and compliance.• Support the monthly financial close process, ensuring timely and accurate completion.• Assist in managing fixed assets by tracking acquisitions, disposals, and depreciation schedules.• Participate in onboarding processes and provide support during the initial two-week onsite training period.• Contribute to process improvements to enhance efficiency in financial operations.If interested, please send resume eon a word document to Jim.Kirk@Roberthalf com
2026-04-01T00:00:00Z

Financial Analyst

Wilmington, DE
onsite
Permanent
60000 - 65000 USD / Yearly
Successful client located in the Wilmington, Delaware area seeks a Financial Analyst with manufacturing industry expertise. As the Financial Analyst, you will communicate financial insights and recommendations to stakeholders, develop financial models to predict the impact of rebate programs and profitability, prepare quarterly rebate accruals, track and monitor rebates status, conduct scenarios analysis and sensitivity testing, audit rebate pricing, identify opportunities to streamline rebate processes and improve, and ensure rebate programs comply with corporate policies and regulatory standards. Responsibilities:• Process and manage various rebate transactions to ensure accuracy and timeliness.• Conduct detailed financial analyses to support pricing strategies and rebate offers.• Prepare data-driven reports to assist in decision-making and sales optimization.• Analyze financial variances and provide actionable insights to improve profitability.• Utilize financial modeling techniques to forecast and evaluate business performance.• Collaborate with cross-functional teams to align rebate strategies with company objectives.• Apply data mining techniques to extract meaningful insights from complex datasets.• Monitor rebate programs to ensure compliance with company policies and industry standards.• Identify opportunities for process improvements in rebate and incentive management.• Support US operations by contributing to customer journey enhancements and competitive positioning.
2026-03-24T00:00:00Z

Financial Sales Analyst

Hatfield, PA
onsite
Permanent
75000 - 90000 USD / Yearly
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. Responsibilities:• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.• Provide support for pricing strategies, including broker commission reporting and margin analysis.• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.• Derive actionable insights from internal and external data to inform trade and promotional planning.• Manage promotional accruals and maintain accurate customer and product hierarchies.• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.• Conduct data mining and analysis to uncover opportunities for improving financial performance.
2026-04-17T00:00:00Z

Sr. Financial Data Analyst

Lancaster, PA
onsite
Permanent
85000 - 95000 USD / Yearly
We are looking for a skilled and detail-oriented Senior Financial Data Analyst to join our client's team in Lancaster County, Pennsylvania. In this role, you will leverage your expertise in financial analysis and data modeling to support strategic business objectives. The ideal candidate will have a strong analytical mindset, technical proficiency, and a passion for working with financial data to drive insights and improvements. Responsibilities:• Lead project planning and execution, ensuring tasks are delegated effectively and deadlines are met.• Design and implement innovative processes and improvements to enhance operational efficiency.• Develop and deliver training initiatives for team members on essential programs and tools.• Create advanced SQL queries and formulas to analyze and manipulate complex datasets.• Optimize data models in Oracle, Excel, and Power BI to improve performance and usability.• Quickly adapt to new tools and technologies to support evolving project needs.• Utilize extensive company knowledge or resourcefulness to locate and apply necessary information.• Access and retrieve data efficiently from available data warehouses for analytical purposes.• Collaborate with stakeholders to provide actionable insights through data visualization and analysis.• Ensure the accuracy and integrity of financial data used for decision-making.
2026-04-03T00:00:00Z

Financial Crimes Analyst II

Newark, DE
onsite
Temporary
38 - 44 USD / Hourly
We are looking for a skilled Financial Crimes Analyst II for a client of ours. In this long-term contract role, you will play a pivotal part in ensuring the organization’s compliance with financial crime regulations, including AML, BSA, and the Patriot Act. Your expertise will support internal controls testing, risk assessments, and policy development to mitigate potential compliance gaps and risks. Responsibilities:• Conduct periodic testing of internal controls related to the organization’s risk assessment program, ensuring compliance with regulatory standards.• Monitor, analyze, and escalate issues related to AML, BSA, OFAC, and the Patriot Act components of the compliance program.• Collaborate with business units to develop risk self-assessment programs and enhance overall compliance processes.• Evaluate compliance risks and recommend updates to policies, procedures, and processes to strengthen internal controls.• Assist in creating and revising policies and procedures across the organization to align with financial crime regulations.• Act as a liaison with internal departments and external stakeholders to address compliance concerns and ensure consistent communication.• Maintain detailed logs of audit follow-ups and open compliance issues, ensuring timely resolutions and accurate tracking.• Participate in organization-wide projects to implement best practices and improve operational efficiency.• Provide technical expertise and guidance to resolve complex compliance issues and support customer service excellence.
2026-03-20T00:00:00Z

FP&A Analyst

Willow Grove, PA
onsite
Permanent
0 - 0 USD / Yearly
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. Major Responsibilities· Manage the annual budget and strategic planning process· Prepare cost projections· Conduct thorough research of historical financial data· Analyze profitability analysis by product and customer· Oversee inventory transactions while monitoring COGS· Lead efforts to business unit profitability· Assist with financial input on financials and investments· Develop and gain deep business understanding of financial drivers· Monitor performance indicators for profit and loss
2026-04-06T00:00:00Z

Billing Analyst

Ephrata, PA
onsite
Temporary
19 - 24 USD / Hourly
We are looking for a detail-oriented Billing Analyst to join our team in Lancaster County, Pennsylvania. In this long-term contract role, you will play a key part in managing billing operations, ensuring accurate invoicing processes, and providing support for accounts receivable tasks. This is an excellent opportunity for someone with a strong background in billing functions and a commitment to delivering exceptional results. Responsibilities:• Prepare and process invoices with accuracy and timeliness, ensuring compliance with company policies.• Monitor and manage accounts receivable to ensure prompt payment and resolution of discrepancies.• Utilize Aderant and Costpoint systems to maintain accurate billing records and execute financial tasks.• Collaborate with the export customer service team to address billing-related inquiries and issues.• Reconcile billing data and prepare detailed reports for internal review and analysis.• Identify and implement improvements in billing processes to enhance efficiency and accuracy.• Address and resolve customer billing disputes in a thorough and timely manner.• Ensure adherence to financial regulations and company standards in all billing activities.• Support month-end and year-end closing processes by providing accurate billing data and reports.• Provide ongoing support and training to team members on billing systems and procedures.If interested please send resume on a word document to Jim.Kirk@Roberthalf com
2026-04-10T00:00:00Z

Cost Accountant/Analyst

Lansdale, PA
onsite
Permanent
75000 - 90000 USD / Yearly
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. Responsibilities:• Develop and oversee cost accounting processes, including labor, material, and overhead allocations, to ensure accurate financial reporting.• Perform detailed variance and margin analyses to identify trends and areas for cost optimization.• Collaborate with sales and operations teams to refine pricing strategies and identify opportunities for cost savings.• Build comprehensive financial forecasts and support strategic planning initiatives.• Maintain a hands-on approach by engaging with the manufacturing floor to align operational realities with financial data.• Provide product-level profitability insights to guide decision-making and enhance business strategies.• Ensure compliance with accounting standards and practices while continuously improving reporting processes.• Act as a liaison between operations and accounting to foster collaboration and informed decision-making.• Streamline and improve financial models for better forecasting and analysis.• Support audits and ensure accuracy in cost-related financial documentation.
2026-04-10T00:00:00Z

Financial Reporting Manager

Norristown, PA
onsite
Permanent
0 - 0 USD / Yearly
One of our thriving clients is looking to add a Financial Reporting Manager to their successful finance team. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis processes, preparing financial statements and reports, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-04-15T00:00:00Z

Financial Reporting Manager

Bridgeport, PA
onsite
Permanent
0 - 0 USD / Yearly
Montgomery County, manufacturer seeks a Financial Reporting Manager with proven audit experience. The Financial Reporting Manager will be responsible for overseeing financial reporting, ensuring accuracy and compliance, preparing monthly/quarterly/annual reports, assisting in building and improving the financial reporting process, researching technical accounting inquiries, coordinating the auditing process, assisting with budgeting, forecasting, and variance analysis, and partnering with plant controllers to consolidate financial results. This company offers a highly visible and impactful opportunity within a lean, collaborative accounting team! How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-04-07T00:00:00Z

Budget Analyst

Mount Holly, NJ
onsite
Temporary
23 - 26.587 USD / Hourly
We are looking for an experienced Budget Analyst to join our team on a long-term contract basis in Mt. Holly, New Jersey. In this role, you will play a critical part in ensuring efficient budget planning, management, and analysis to support organizational goals. This position offers the opportunity to work with diverse financial processes and contribute to the successful execution of annual operating budgets. Responsibilities: • Develop and oversee comprehensive budget plans aligned with organizational objectives. • Monitor and manage the annual operating budget to ensure adherence to financial targets. • Analyze budgetary data to identify trends and provide actionable insights. • Review and approve budget proposals, ensuring accuracy and compliance with policies. • Collaborate with various departments to streamline budget processes and improve efficiency. • Prepare detailed financial reports to support decision-making and organizational planning. • Conduct regular assessments to ensure budget allocations meet operational needs. • Provide recommendations for budget adjustments based on performance evaluations. • Assist in the development of long-term financial strategies based on budget analysis. • Ensure compliance with all relevant financial guidelines and regulations.
2026-03-19T00:00:00Z

Senior Financial Reporting Accountant

Wayne, PA
onsite
Permanent
90000 - 100000 USD / Yearly
One of our thriving international clients is looking to add a Senior Financial Reporting Accountant to their finance department. In this role you will be responsible for month-end close activities, hedge accounting, journal entries and accruals, financial compliance, preparation of financial statements, coordination with internal teams and external auditors during quarterly reviews and annual audits, technical accounting research, analyze financial data, monitor internal controls, and assist with process improvement of new accounting policies. This Senior Financial Reporting Accountant will also oversee compliance requirements. The ideal candidate for this role should have strong GAAP knowledge, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare monthly financial projections· Coordinate internal and external audits· Build and establish strong client relationships· Perform financial forecasting· Monitor reporting models· Prepare monthly consolidations· Manage the preparation of the filing of sales & use tax · Assist with ad hoc projects
2026-04-15T00:00:00Z

Salesforce - Data Reporting Analyst

Conshohocken, PA
remote
Temporary
0 - 0 USD / Yearly
We are looking for a skilled Salesforce Data Reporting Analyst to join our team on a contract basis in West Conshohocken, Pennsylvania. In this role, you will transform sales performance data into actionable insights, enabling leadership to refine processes and achieve measurable results. This position requires expertise in data analysis, reporting, and visualization, with a strong focus on tools like Power BI, Excel, and Salesforce platforms. Responsibilities: • Evaluate and measure the success of sales-enabled programs, including campaigns, events, promotions, and onboarding initiatives. • Develop and maintain measurement frameworks, scorecards, and dashboards to track program performance and identify improvement opportunities. • Analyze customer and practitioner behaviors to uncover trends that drive conversion, retention, and engagement. • Provide insights into optimizing sales and marketing processes, including segmentation, timing, and follow-up strategies. • Create and manage dashboards and data models in Power BI, ensuring accurate and up-to-date reporting. • Perform ad-hoc analyses using advanced Excel techniques, including PivotTables and Power Query, to address leadership inquiries. • Design and deliver thorough and well-structured presentations in PowerPoint, effectively translating complex data into clear recommendations. • Extract and interpret data from Salesforce, leveraging its reporting tools and analytics capabilities. • Maintain consistent documentation of reporting logic and data definitions to ensure reliability and trust in the numbers. • Manage multiple priorities efficiently while delivering high-quality results within deadlines.
2026-04-16T00:00:00Z

Financial Reporting Manager/Senior Accountant

Wayne, PA
onsite
Permanent
115000 - 130000 USD / Yearly
We are assisting one of our clients on a confidential search for a Financial Reporting Manager/Senior Accountant who is looking for strong growth opportunities! This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, audit and controls management, technical accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manager/Senior Accountant will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-04-06T00:00:00Z

Accounting and Financial Reporting Manager

Wayne, PA
onsite
Permanent
110000 - 130000 USD / Yearly
Successful, global organization is looking to staff a full-time Accounting and Financial Reporting Manager with proven experience generating financial reporting packages and conducting technical accounting research. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, fixed asset management, balance sheet management, coordinate statement of cash flows, research and implement new accounting standards and technical accounting guidance. This Accounting and Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-04-06T00:00:00Z

Data Analyst

Wilmington, DE
onsite
Temporary
0 - 0 USD / Yearly
We are looking for an experienced Data Analyst to join our team on a long-term contract basis in Wilmington, Delaware. In this role, you will play a pivotal part in designing and developing software solutions for both desktop and web applications. You will collaborate closely with business stakeholders to understand and document requirements, ensuring the delivery of robust and effective reporting and application solutions. Responsibilities: • Design and implement front-end and back-end software for complex desktop and web applications. • Collaborate with business users and management to identify, analyze, and document application and reporting requirements. • Develop stable and efficient solutions for Power BI reporting and application development projects. • Manage all stages of the software development lifecycle, including requirements gathering, design, coding, testing, deployment, and ongoing support. • Utilize best practices in software development and explore innovative solutions to meet business objectives. • Optimize database objects and ensure efficient data handling and retrieval. • Apply Agile methodologies to project management and software development tasks. • Create and maintain comprehensive documentation for business requirements and application designs. • Work independently and as part of a team to deliver high-quality results. • Support scheduled updates and releases with a focus on system stability and performance.
2026-04-06T00:00:00Z

Data Analyst

Philadelphia, PA
onsite
Temporary
0 - 0 USD / Yearly
We are looking for an experienced Data Analyst to support healthcare initiatives in Philadelphia, Pennsylvania. This is a long-term contract position that requires strong analytical skills and a focus on fraud detection and prevention. The ideal candidate will leverage data-driven insights to enhance decision-making and ensure the integrity of healthcare operations. Responsibilities: • Conduct detailed data analyses to identify patterns of suspected fraud and anomalies in healthcare systems. • Develop and implement fraud detection models using advanced analytics tools and techniques. • Collaborate with cross-functional teams to investigate potential fraudulent activities and propose actionable solutions. • Utilize platforms such as Epics and Chartmaxx to extract and analyze data effectively. • Generate comprehensive reports and dashboards to present findings and support decision-making. • Monitor ongoing healthcare operations to ensure compliance with anti-fraud protocols. • Optimize data workflows and processes to enhance efficiency and accuracy. • Stay updated on industry trends and best practices in fraud analytics and healthcare data analysis. • Provide recommendations to improve system integrity and prevent future fraudulent activities.
2026-04-06T00:00:00Z

Inventory Analyst

Exton, PA
onsite
Permanent
80000 - 90000 USD / Yearly
We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets you will also, perform extensive research, assist with financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies. Major Responsibilities· Provide financial analysis, forecasting and reporting · Develop strategic initiatives· Budgeting & Forecasting· Variance Analysis· Generate periodic asset allocation reports· Maintain knowledge of regulations and policies· Integrate financial data· Prepare financial reports with key metrics· Establish financial trends and make recommendations· Resolve data discrepancies· Ensure compliance with relevant financial regulations
2026-04-06T00:00:00Z

Restricted Funding Financial Manager

Philadelphia, PA
onsite
Permanent
60000 - 70000 USD / Yearly
Robert Half is seeking a skilled Restricted Funding Financial Manager to support our client in the Philadelphia area. This role is responsible for managing all financial activities related to restricted funding sources, ensuring accuracy, compliance, and proper allocation of resources. You will analyze financial data, produce detailed reports, and help maintain transparency and accountability across all restricted funding streams. Responsibilities:<ul><li>Manage the month-end close process, ensuring timely and accurate completion of financial tasks.</li><li>Oversee revenue recognition procedures for restricted funding sources, including calculating staff allocations and indirect costs, and preparing detailed schedules and journal entries.</li><li>Analyze general ledger postings tied to restricted funding, identify discrepancies, and execute necessary corrections such as expense reclassifications and adjustments to allocations.</li><li>Develop comprehensive financial reports and schedules for restricted funding sources, catering to both internal stakeholders and external sponsors.</li><li>Monitor spending and available balances at the project level, ensuring alignment with budgetary constraints and funding requirements.</li><li>Load bi-monthly balance information into award tracking systems and review expenses for compliance with funding agency guidelines.</li></ul>
2026-03-20T00:00:00Z

Fund Accountant

Wayne, PA
onsite
Permanent
0 - 0 USD / Yearly
Reputable, private equity firm seeks a success-driven, Fund Accountant who is eager to grow within the funds/investment industry. In this role, you will be responsible for overseeing numerous financial funding and investment operations such as: tracking budgeting and forecasting models, preparing financial statements, assisting with the annual audit process, completing treasury and compliance tasks, monitoring fund expenses, and communicating fund performance and financial results to management/stakeholders. The ideal Fund Accountant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of generally accepted accounting principles. Primary Responsibilities· Capture and record fund activities· Daily AP/AR transactions· Oversee various investment funds· Prepare fund accounting financial statements/reports· Assist with the annual audit process· Supervise reconciliation of investment portfolios· Gather treasury filings as needed· Maintain strong client relationships· Ad hoc vendor relation projects
2026-04-06T00:00:00Z

Sr. Finance Manager

Pennsauken, NJ
onsite
Permanent
160000 - 185000 USD / Yearly
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. What you get to partake in:· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting· Lead the budgeting, financial forecasting/ reporting process· Collaborate with internal teams to access financial performance and cost efficiency· Analyze financial data and prepare monthly, quarterly, annual reports· Coordinate with management team on profit loss analysis· Manage the audit process and work with external auditors as needed· Report on various investment analysis· Develop financial models and pricing strategies to support sales and margin improvement· Implement internal controls and financial procedures to safeguard company assets
2026-03-25T00:00:00Z

Sr International Tax Analyst

Wayne, PA
onsite
Permanent
115000 - 130000 USD / Yearly
We have partnered with a global provider on their search for a tech savvy, Sr. International Tax Analyst with the proven ability to operate independently and take ownership of responsibilities with minimal insight. The Sr. International Tax Analyst will be responsible for preparing quarterly and annual tax provisions, creating and implementing strategic tax planning, preparing and filing accurate and timely tax returns, assisting with merger and acquisition projects, identifying opportunities for tax savings, staying abreast of legislative and regulatory tax laws, reviewing tax projections, preparing tax-related financial disclosures, and conducting research on complex tax issues and providing guidance to management on tax implications. To be successful in this role, the Sr. International Tax Analyst must have in-depth knowledge of international tax laws and regulations, strong analytical and problem solving skills, and the ability to manage multiple priorities and meet deadlines. What you get to do everyday· Prepare and review tax calculations· Identify and mitigate tax risks· Review tax returns and quarterly/yearly projections· Develop tax strategies· Assist with international tax and transfer pricing· Implement best practices and improvements· Coordinate tax audits· Manage and mentor members of tax team· Complete IRS Forms and reporting schedules· Oversee special tax related projects
2026-04-08T00:00:00Z

Operations Analyst

Horsham, PA
onsite
Permanent
55000 - 70000 USD / Yearly
We are looking for an Operations Analyst to join a thriving Third Party Administration firm in the Horsham, Pennsylvania area. In this role, you will provide comprehensive support for defined contribution plans, ensuring compliance, accuracy, and exceptional service for clients. This position offers a collaborative environment where growth and development are highly encouraged. Responsibilities:• Perform full compliance and administrative services for defined contribution plans, including 401(k), profit sharing, and money purchase pension plans.• Conduct asset and trust reconciliations to ensure accurate financial records.• Execute compliance and nondiscrimination testing, such as coverage, top-heavy, and 415 limits.• Reconcile employee census data and calculate contributions and allocations, including employer match and safe harbor.• Prepare valuation and compliance reports to meet regulatory standards.• Complete governmental filings, including Forms 5500, 8955-SSA, and 1099-R.• Address and correct compliance violations through appropriate correction methods.• Provide support for large plan audits and assist with filer requirements.• Collaborate with colleagues, plan sponsors, and recordkeepers to achieve client retirement plan goals.• Consult on plan design options and compliance matters to ensure optimal client outcomes.
2026-03-30T00:00:00Z

Technical Business Analyst III

Philadelphia, PA
onsite
Temporary
42 - 46 USD / Hourly
Technical Business Analyst IIILocation: Philadelphia, PA (Hybrid – onsite 3-4x a week)Employment Type: 38 Weeks, ASAP-12/31/2026 with potential extensionRole OverviewThe Technical Business Analyst III supports large-scale mobile and eCommerce platforms by translating business needs into clear, actionable technical requirements. This role partners closely with product, engineering, UX, and testing teams to deliver high-quality customer-facing solutions.Key Responsibilities<ul><li>Define and document business and technical requirements, including user stories, workflows, APIs, and data mappings</li><li>Create and groom front-end and back-end user stories in Jira with acceptance criteria and integration details</li><li>Develop Swagger (OpenAPI) specifications and JSON API payloads</li><li>Analyze third-party APIs and system integrations</li><li>Collaborate with cross-functional teams throughout design, development, testing, and deployment</li><li>Support testing activities by validating delivered functionality against requirements</li><li>Participate in Agile ceremonies and contribute to sprint planning and execution</li><li>Create product and customer journey documentation, including digital communications (email/SMS)</li></ul>
2026-04-02T00:00:00Z