We are looking for a skilled Data Analyst with expertise in marketing analytics and reporting to join our team on a long-term contract basis. This role will focus on transforming data from various digital marketing channels into actionable insights that drive strategic decision-making. Based in Somerville, New Jersey, you will collaborate with cross-functional teams to optimize campaign performance and user experience through data-driven solutions.<br><br>Responsibilities:<br>• Design and manage dashboards and reports using tools such as Power BI, Tableau, or Looker to monitor key performance indicators across marketing initiatives.<br>• Utilize SQL and Python to extract, clean, and analyze large datasets from multiple sources, including websites and advertising platforms.<br>• Conduct audits of website and organic search health using tools like Screaming Frog, identifying opportunities to enhance visibility and traffic.<br>• Analyze user behavior through platforms like HotJar to uncover UX insights and recommend actionable improvements.<br>• Collaborate with teams to define measurement requirements and implement effective tracking solutions.<br>• Develop and maintain scalable LookML models and explore layers in Looker to support self-service reporting.<br>• Provide regular summaries of campaign performance, including forecasting models and data analyses, to stakeholders.<br>• Automate routine reporting processes to ensure efficient and consistent data delivery.<br>• Present complex data findings in visually compelling formats, translating them into practical recommendations for marketing strategies.
<p>We are looking for a skilled Financial/Data Analyst with expertise in real estate to join our client's team in the Horsham, Pennsylvania area. In this role, you will leverage your analytical abilities to interpret financial and operational data, create compelling visualizations, and support strategic initiatives. This position offers an opportunity to collaborate across departments and contribute to the success of a dynamic and growing organization.</p><p><br></p><p>Responsibilities:</p><p>• Analyze operational and financial data to identify trends and deliver actionable insights for decision-making.</p><p>• Develop Excel-based models, PowerBI dashboards, and PowerPoint presentations to effectively communicate key findings.</p><p>• Collaborate with Operations, Technology, and Finance teams to enhance data platforms and reporting systems.</p><p>• Prepare detailed and visually engaging presentations to support senior leadership’s strategic planning efforts.</p><p>• Act as a liaison between departments to ensure alignment on goals and streamline processes.</p><p>• Conduct ad hoc reporting and data synthesis to address specific business questions.</p><p>• Provide thematic summaries and clear interpretations of data for management.</p><p>• Contribute to the continuous improvement of financial and operational workflows.</p><p>• Identify opportunities for efficiency and innovation in data analysis and visualization techniques.</p>
We are looking for a skilled Financial Data Analyst to join our team on a contract basis in Woodbridge, New Jersey. In this role, you will apply your expertise in actuarial modeling, financial analysis, and data management to support critical decision-making processes in the financial services industry. This position provides an excellent opportunity to work collaboratively with actuaries and financial teams, leveraging advanced tools and techniques to drive insights and optimize operations.<br><br>Responsibilities:<br>• Design and maintain actuarial models and data-driven workflows using Python and R to support insurance pricing, reserving, and risk management initiatives.<br>• Streamline month-end processes and rate change calculations, ensuring accuracy, consistency, and completeness in all data outputs.<br>• Collaborate with Actuarial and FP& A teams to automate processes and enhance model efficiency through Python-based scripting.<br>• Conduct reserving analysis to estimate claim liabilities in partnership with internal and external actuaries.<br>• Create and update loss development triangles and incurred but not reported (IBNR) calculations using operational and financial data.<br>• Assist in developing and validating actuarial assumptions for pricing, reserving, and forecasting purposes.<br>• Perform stress testing and scenario analysis to evaluate financial impacts and risk exposure.<br>• Develop predictive analytics models and profitability analyses to support business planning and forecasting.<br>• Extract and transform large datasets using SQL and Python libraries, identifying trends and optimization opportunities.<br>• Automate data processing and reporting workflows through the development of advanced Python scripts.
<p>Model Development & Maintenance</p><p> • Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.</p><p> • Implement and enhance month-end processes, rate change calculations, and ad-hoc analyses with a focus on completeness, accuracy, and consistency to ensure data is of the highest quality.</p><p> • Work with the Actuarial and Financial Planning and Analysis (FP& A) teams to automate and improve model performance using Python-based scripting and automation.</p><p> • Ensure accuracy, consistency, and efficiency of actuarial models and methodologies.</p><p> Traditional Actuarial Tasks</p><p> • Support reserving analysis to estimate unpaid claim liabilities primarily in partnership with internal and external actuaries.</p><p> • Develop and maintain loss development triangles and incurred but not reported (IBNR) calculations both based on financial and operational data (e.g., claims closing ratios).</p><p> • Support the development and validation of actuarial assumptions for pricing, reserving, and forecasting.</p><p> • Develop and regularly report on rate change calculations including bifurcation of exposure changes from pure rate by line of business.</p><p> Financial Modeling & Risk Assessment</p><p> • Conduct stress testing and scenario analysis to assess financial impacts.</p><p> • Develop, update, and maintain models for predictive analytics, profitability analysis, and business planning.</p><p> • Assist in forecasting financial performance and evaluating risk exposure.</p><p> </p><p> </p>
We are looking for a skilled and motivated Business Analyst to join our team in Philadelphia, Pennsylvania. In this role, you will collaborate with stakeholders to address business challenges and leverage data-driven insights to inform decision-making. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for driving operational efficiency and growth.<br><br>Responsibilities:<br>• Partner with stakeholders to identify business challenges and explore data-driven solutions to address regulatory inquiries and operational questions.<br>• Translate complex business problems into actionable analysis and assist stakeholders in interpreting results to implement strategic steps.<br>• Work closely with Data Architects to design and deploy business intelligence tools that enhance reporting and analytics capabilities.<br>• Lead the creation, development, and maintenance of advanced dashboards, reports, queries, and AI-driven applications.<br>• Evaluate business requirements and share insights with users, offering training to ensure effective adoption of BI tools and reports.<br>• Proactively initiate projects aimed at identifying opportunities for growth, risk reduction, and improving operational efficiency.<br>• Communicate findings and strategies to senior management and enterprise staff to foster a culture of data-driven decision-making.<br>• Stay updated on industry trends and tools to continuously improve analytical methods and business intelligence practices.
We are looking for a skilled Business Analyst to join our team in Malvern, Pennsylvania, on a Contract to permanent basis. This role requires a detail-oriented individual with a strong background in data governance, financial services, and the ability to transform complex business challenges into actionable solutions. The ideal candidate will thrive in a dynamic environment and work collaboratively to support organizational goals.<br><br>Responsibilities:<br>• Develop and document detailed business requirements, use cases, and process workflows to support project objectives.<br>• Conduct gap analyses to identify areas for improvement and align business outcomes with strategic goals.<br>• Implement data quality frameworks and governance practices to ensure the accuracy and reliability of organizational data.<br>• Collaborate with cross-functional teams to translate complex business needs into actionable strategies and solutions.<br>• Facilitate communication between stakeholders to ensure clarity and alignment throughout project lifecycles.<br>• Utilize tools such as Azure and Snowflake to analyze data and deliver insights that drive decision-making.<br>• Act as a critical thinker to identify challenges and propose innovative solutions within financial services contexts.<br>• Perform process mapping to streamline operations and enhance efficiency across departments.<br>• Provide expertise in Agile Scrum methodologies to ensure projects are delivered on time and within scope.<br>• Work onsite four days per week to ensure effective collaboration and project execution.
<p>A rapidly growing pharmaceutical manufacturer is seeking a<strong> FP& A Analyst</strong> to join their team on a<strong> contract basis</strong> in <strong>Branchburg, New Jersey</strong>. In this role, you will play a critical part in analyzing financial data, creating models, and providing insights to support decision-making processes. The ideal candidate will have a strong background in financial analysis and modeling, with the ability to handle complex data sets and produce actionable recommendations.</p><p><br></p><p><strong>FP& A Analyst Responsibilities:</strong></p><p>• Conduct in-depth financial analyses to support business planning and strategy.</p><p>• Develop and maintain financial models to forecast and evaluate business performance.</p><p>• Prepare ad hoc financial reports to address specific management inquiries or project needs.</p><p>• Perform variance analyses to identify trends, discrepancies, and opportunities for improvement.</p><p>• Collaborate with cross-functional teams to gather and interpret financial data.</p><p>• Provide actionable insights and recommendations based on data-driven evaluations.</p><p>• Assist in the preparation of presentations and reports for stakeholders and decision-makers.</p><p>• Ensure accuracy and integrity of financial data and reporting processes.</p>
<p>Our client is seeking a motivated and detail-oriented <strong>Supply Chain Analyst</strong> to join their growing team. This role is ideal for recent graduates or early career professionals who are eager to gain hands-on experience in supply chain management, logistics, and data analysis. The analyst will support day-to-day operations, reporting, and process improvements to ensure efficiency across the supply chain.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with data collection, analysis, and reporting on supply chain performance metrics</li><li>Support demand planning, inventory management, and order fulfillment processes</li><li>Collaborate with cross-functional teams including procurement, operations, and logistics</li><li>Monitor vendor performance and help resolve supply chain issues</li><li>Contribute to process improvements by identifying inefficiencies and recommending solutions</li><li>Maintain accurate documentation and reporting for supply chain activities</li></ul><p><br></p><p> </p>
We are looking for a driven and detail-oriented Business Analyst I to join our team in Allentown, Pennsylvania. In this long-term contract position, you will play a pivotal role in bridging the gap between business stakeholders and technical teams while contributing to various IT and AI initiatives. This opportunity is ideal for individuals passionate about technology, agile methodologies, and project management.<br><br>Responsibilities:<br>• Participate in meetings with data scientists, product owners, and stakeholders to ensure alignment on AI and IT projects.<br>• Maintain Azure DevOps boards, ensuring project tickets accurately reflect progress and updates.<br>• Organize and facilitate meetings, including scheduling, preparing agendas, and capturing detailed notes with action items, risks, and blockers.<br>• Develop presentations and documentation tailored for both technical and non-technical audiences.<br>• Translate business needs into actionable requirements and clear documentation.<br>• Collaborate with cross-functional teams to gather and prioritize requirements, support sprint planning, and retrospectives.<br>• Assist in daily stand-ups, sprint planning sessions, and other Agile ceremonies.<br>• Track project timelines and deliverables, proactively identifying and addressing potential risks.<br>• Contribute to team and organizational process improvements to enhance efficiency and outcomes.
<p>We are in need of a Quality Assurance Analyst to join our team in the insurance industry located in Central, New Jersey. As a Quality Assurance Analyst, you will play a crucial role in ensuring the integrity and quality of our systems and processes. This position involves leading quality assurance initiatives, designing and executing test cases, developing automated test scripts, and validating data accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Lead quality assurance initiatives for Property & Casualty insurance projects, ensuring compliance with quality standards.</p><p>• Team up with cross-functional groups, including developers, business analysts, and product owners, to establish testing strategies.</p><p>• Design, document, and execute extensive test cases derived from business requirements and technical specifications.</p><p>• Keep detailed records of test cases, test outcomes, and defect tracking.</p><p>• Conduct hands-on tests, including functional, regression, integration, and user acceptance testing.</p><p>• Develop and maintain automated test scripts to enhance testing efficiency and coverage.</p><p>• Leverage coding skills to customize and enhance testing frameworks as necessary.</p><p>• Write and execute SQL queries to validate data integrity and accuracy.</p><p>• Analyze and troubleshoot data discrepancies between systems.</p>
<p>We are looking for a Senior Financial Analyst to join our team in Branchburg, New Jersey, on a Contract-to-permanent basis. This role involves providing key insights into financial performance through detailed analysis and reporting, with a focus on actuals versus forecasts and business plans. As the financial consolidation lead for the site scorecard, you will collaborate with team members while managing your own controllerships for forecasts, strategic plans, and capital assets. This role is fully onsite in Branchburg, NJ. Strong experience in manufacturing industry is required.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial performance by comparing actual results to forecasts and business plans.</p><p>• Lead the financial consolidation process for the site scorecard, ensuring accuracy and timely delivery.</p><p>• Collaborate with team members to gather inputs for financial reporting and provide actionable recommendations.</p><p>• Manage controllership responsibilities for forecasts, business plans, and strategic initiatives.</p><p>• Oversee capital expenditures and fixed assets for the Branchburg site, ensuring compliance with policies.</p><p>• Deliver ad hoc financial analyses to support decision-making and strategic planning.</p><p>• Utilize advanced Excel and Power Query tools to streamline data analysis and reporting processes.</p><p>• Conduct variance analyses to identify trends and areas for improvement.</p><p>• Apply data mining techniques to extract meaningful insights from large datasets.</p><p>• Leverage SAP systems to enhance financial reporting and operational efficiency.</p>
We are looking for an experienced Business Systems Analyst to join our team in Schnecksville, Pennsylvania. This role focuses on designing, implementing, and optimizing information systems to support organizational operations and goals. The ideal candidate will bring strong analytical skills, technical expertise, and a collaborative mindset to streamline processes and enhance system functionality.<br><br>Responsibilities:<br>• Manage user access, permissions, and configurations within enterprise systems to maintain security and operational standards.<br>• Develop and oversee automated workflows to reduce manual processes across HR, Finance, and Compliance departments.<br>• Maintain and troubleshoot data integrations between internal systems and external platforms, ensuring seamless functionality.<br>• Design, develop, and optimize databases to support business operations while upholding data integrity and security.<br>• Configure document management systems and digital workflows to facilitate streamlined approval processes and secure document storage.<br>• Provide technical support for budgeting and financial reporting systems, including creating dashboards and real-time data integrations.<br>• Generate insightful reports and analytics using tools like Power BI and Spreadsheet Server to guide decision-making.<br>• Administer and develop SharePoint environments to enhance collaboration, documentation, and communication across teams.<br>• Train end-users, maintain system documentation, and collaborate with stakeholders to implement technology improvements.<br>• Ensure compliance with security protocols and support audits by providing necessary documentation and system data access.
We are looking for a detail-oriented Business Analyst I to join our team on a long-term contract basis in Philadelphia, Pennsylvania. In this role, you will act as a bridge between business units and IT, ensuring that technical solutions align with business needs. This position requires a strong understanding of business processes and IT systems, as well as the ability to translate business requirements into actionable technical specifications.<br><br>Responsibilities:<br>• Serve as the primary liaison between business units and IT teams to ensure effective communication and alignment of goals.<br>• Analyze business operations to identify strengths, weaknesses, and opportunities for process automation.<br>• Assist in the redesign and documentation of business processes to support the implementation of new technologies.<br>• Translate high-level business requirements into detailed functional specifications for IT development.<br>• Manage and document changes to business requirements and functional specifications throughout the project lifecycle.<br>• Educate IT teams on business strategies and objectives to ensure technology solutions support organizational goals.<br>• Facilitate negotiations and agreements between business stakeholders and IT teams from initial requirements gathering to final implementation.<br>• Stay updated on technological trends to propose innovative solutions that enhance business competitiveness.<br>• Provide recommendations on build-versus-buy decisions for technology solutions.<br>• Collaborate with cross-functional teams to ensure successful project delivery and system integration.
Professional Qualifications:<br>• 5+ years experience in IT as a Technical Business analyst/system analyst and created functional requirements for complex projects within the Insurance P& C domain.<br>• Good understanding of the underwriting process includes the policy lifecycle, coverages, endorsements, forms, rating, etc.<br>• Experience in working in Underwriting and Claims applications.<br>• Experience in data integration and data quality projects.<br>• Ability to work with technical teams (developers, architects, QA, infrastructure), business users and software vendors to document requirements on time<br>• Excellent understanding of how technology impacts the business.<br>• Excellent team player with a proven background of individual contribution.<br><br>Preferred Technical Skills:<br>• Insurance Policy Administration System experience (Duck Creek, Guidewire, etc.)<br>• Understanding of XML and/or JSON languages is a plus<br>• Strong SQL skills to query SQL databases
<p>We are looking for a detail-oriented Finance Specialist to join our team in <strong>Lititz, Pennsylvania</strong>. In this long-term contract role, you will play a key part in managing financial processes and ensuring accurate reporting for our clients. This position offers the opportunity to work on diverse projects while contributing to the efficiency and integrity of financial operations.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop, implement, and continuously improve accounting procedures to ensure accuracy and compliance.</li><li>Prepare and deliver comprehensive financial reports for clients within established deadlines.</li><li>Process and manage stop loss and aggregate claims in collaboration with stop loss carriers.</li><li>Generate and maintain monthly invoices for clients, reconciling these invoices with carrier records.</li><li>Monitor and, when necessary, record receivables and vendor payments to ensure seamless financial operations.</li><li>Assist in conducting audits to verify financial accuracy and compliance.</li><li>Provide support to finance team or contribute to internal audit processes and data entry to maintain workflow consistency.</li><li>Take part in special projects that enhance financial operations and organizational goals.</li></ul><p>If interested, please send resume over to Marcella @ marcella.pachuilo@roberthalf com</p>
<p>We are in search of a proficient Business Systems Analyst to join our team in the insurance industry. The position is based in Central, New Jersey. In this role, you will be expected to collaborate with various teams and stakeholders, analyze and document requirements, and provide ongoing support for implemented systems.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Engage with business stakeholders to collect, scrutinize, and document requirements.</p><p>• Convert business requirements into comprehensive functional and technical specifications.</p><p>• Collaborate intensely with development, QA, and IT teams to guarantee the successful execution of technology solutions.</p><p>• Conduct data analysis to spot trends and offer actionable insights.</p><p>• Lead workshops, meetings, and discussions to ensure project alignment.</p><p>• Create and uphold project documentation, including business requirements, process flows, and user stories.</p><p>• Support User Acceptance Testing and offer continuous support for systems in use.</p><p>• Use business analysis tools such as Atlassian Jira and Confluence effectively.</p><p>• Apply Agile and Scrum methodologies in project management.</p><p>• Conduct business process modeling and data analysis.</p><p>• Leverage proficiency in SQL and data analysis tools.</p><p>• Understand and apply insurance processes, terminology, and regulations.</p>
We are looking for an experienced Security Analyst III to join our team in a long-term contract capacity. This role offers the opportunity to work remotely while contributing to the implementation and maintenance of robust cybersecurity measures within HR and Finance platforms. Based in Allentown, Pennsylvania, this position focuses on safeguarding systems, ensuring compliance, and enhancing overall security operations.<br><br>Responsibilities:<br>• Design, implement, and maintain security roles and authorizations within SAP systems, including SU24 and SU01.<br>• Evaluate and mitigate segregation of duties (SoD) risks using SAP Access Control modules.<br>• Secure custom transactions, RFCs, BAPIs, and other SAP developments to protect sensitive data.<br>• Collaborate with business process owners to align role designs with least privilege principles.<br>• Monitor security logs and conduct forensic investigations to address potential threats.<br>• Support the security configuration of Fiori and S/4HANA applications, including OData and catalog roles.<br>• Integrate SAP systems with identity management platforms such as EntraID, Okta, or Ping.<br>• Drive continuous improvements in security posture through proactive monitoring and remediation.<br>• Develop and enhance security configurations, procedures, and standards to ensure compliance.<br>• Stay updated on emerging security trends, vulnerabilities, and best practices to optimize system protection.
<p><strong><u>Responsibilities:</u></strong></p><ul><li>Act as a liaison between business stakeholders and technical teams to ensure alignment on business needs and system capabilities.</li><li>Lead and facilitate requirements-gathering sessions with stakeholders.</li><li>Translate business requirements into detailed functional and non-functional specifications.</li><li>Develop and maintain business requirement documents, process flows, and use cases.</li><li>Support Agile ceremonies including sprint planning, backlog grooming, and retrospectives.</li><li>Create and manage Jira stories and tasks, ensuring traceability to business objectives.</li><li>Conduct gap analysis and impact assessments for proposed changes.</li><li>Collaborate with QA teams to define test plans and support UAT activities.</li><li>Analyze and document system integrations within the insurance ecosystem.</li><li>Monitor and evaluate implemented solutions to ensure they meet business needs.</li><li>Provide post-implementation support and continuous improvement recommendations.</li><li>Mentor junior analysts and contribute to best practices in business analysis.</li></ul><p><br></p>
<p>Accounts Payable (AP) Analyst</p><p>Location:Newark, DE</p><p>Reports To:** Accounts Payable Manager</p><p>Work model: Hybrid -4days onsite, Friday`s work from home</p><p><br></p><p>**Position Overview:**</p><p>Our client is seeking a detail-oriented and motivated Accounts Payable Analyst with 5–10 years of hands-on experience in managing AP functions within a fast-paced environment. The AP Analyst will be responsible for ensuring accurate and timely processing of invoices, vendor payments, reconciliations, and reporting, while supporting process improvements and compliance with company policies and procedures. This role requires a proactive problem-solver with strong communication skills and the ability to work cross-functionally.</p><p><br></p><p>**Key Responsibilities:**</p><p><br></p><p>* Process a high volume of invoices, expense reports, and payment requests with accuracy and timeliness.</p><p>* Perform three-way match of invoices, purchase orders, and receiving documentation.</p><p>* Reconcile vendor accounts and resolve discrepancies in collaboration with procurement and other departments.</p><p>* Ensure compliance with company policies, internal controls, and audit requirements.</p><p>* Assist with month-end closing activities, including accruals and AP reconciliations.</p><p>* Prepare and analyze AP reports, aging summaries, and payment forecasts.</p><p>* Respond to vendor inquiries and maintain strong relationships with external partners.</p><p>* Support system enhancements, automation initiatives, and process improvements to increase efficiency.</p><p>* Assist with special projects, audits, and other finance-related activities as assigned.</p><p><br></p><p>**Qualifications:**</p><p><br></p><p>* Bachelor’s degree in Accounting, Finance, or related field preferred; equivalent work experience considered.</p><p>* 5–10years of experience in accounts payable or related accounting functions.</p><p>* Strong understanding of AP processes, GAAP, and internal controls.</p><p>* Proficiency with ERP/accounting systems (e.g., Bill.com, SAP, Oracle, NetSuite, or similar).</p><p>* Advanced Excel skills, with ability to manipulate and analyze large data sets.</p><p>* Excellent attention to detail, organizational skills, and ability to meet deadlines.</p><p>* Strong communication and interpersonal skills for collaboration across teams.</p><p><br></p><p>**Preferred Skills:**</p><p><br></p><p>* Experience with process automation or AP software (e.g., Coupa, Concur, Tipalti).</p><p>* Exposure to multi-entity or multi-currency environments.</p><p>* Familiarity with SOX compliance and audit procedures.</p><p><br></p><p>**Why Join this team:**</p><p><br></p><p>* Opportunity to grow within a dynamic finance team.</p><p>* Exposure to cross-functional projects and continuous improvement initiatives.</p><p>* Competitive compensation and benefits package.</p>
<p><strong>Be the voice behind the numbers and influence strategy at a global health leader!</strong> Our client, an industry-defining organization is hiring a <strong>Senior Financial Analyst</strong> for their high-performing FP& A team. This isn’t a back-office reporting role. With innovation and empathy at its core, the company is reshaping healthcare—and you’ll help power that transformation through data-driven strategy. More specifically, you will partner with Sales, Marketing, Operations, and other business units to lead a range of FP& A initiatives—from workforce planning and resource allocation to pricing strategy and market expansion. </p><p><br></p><p><strong>Position Overview:</strong></p><ul><li>Collaborate with regional leadership and function as a trusted advisor and financial thought partner.</li><li>Analyze financial and operational performance to spot trends, risks, and opportunities.</li><li>Provide actionable recommendations on high-impact decisions—think hiring, resourcing, marketing investments, and more.</li><li>Lead budgeting, forecasting, and monthly performance reviews for a key North American region.</li><li>Collaborate with the broader FP& A team on consolidated reporting, KPI tracking, and strategic planning.</li><li>Build dynamic models, run “what-if” scenarios, and drive ROI analyses to support clinical and business growth initiatives.</li></ul><p>If you’re ready to make a real impact at a purpose-driven organization, send your resume to <strong>Kristin.Kelleher@roberthalf</strong>.</p>
<p>We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven Microsoft Power BI expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>We are looking for an experienced Operations Analyst to join our client's team in the Horsham, Pennsylvania area. This role offers an exciting opportunity to contribute to the administration, compliance, and overall success of retirement plans, including 401(k), profit-sharing, and defined benefit pension plans. If you thrive in a collaborative environment and enjoy providing exceptional service to clients, this position is ideal for you.</p><p><br></p><p>Responsibilities:</p><p>• Perform comprehensive compliance and administration services for various defined contribution plans, including 401(k), profit-sharing, and money purchase pension plans.</p><p>• Reconcile asset and trust accounts to ensure accurate financial reporting.</p><p>• Conduct compliance and nondiscrimination testing, including coverage, top-heavy, and 415 limits.</p><p>• Manage employee census data reconciliation and calculate contributions and allocations, including employer match and safe harbor.</p><p>• Prepare detailed valuation and compliance reports for plan sponsors.</p><p>• Complete governmental filings such as Forms 5500, 8955-SSA, and 1099-R.</p><p>• Address and correct compliance violations using appropriate correction methods.</p><p>• Provide audit support for large plan filers and assist with plan conversions and special projects.</p><p>• Consult with clients on plan design options and compliance matters to meet their retirement goals.</p><p>• Collaborate with colleagues, recordkeepers, and other professionals to ensure client satisfaction and success.</p>
We are looking for a skilled Quality Assurance Analyst to join our team in Fort Washington, Pennsylvania. In this role, you will focus on ensuring the quality and reliability of Salesforce Marketing Cloud and Data Cloud platforms, playing a key part in supporting our real estate and asset management operations. This is a long-term contract position that provides an excellent opportunity to collaborate with cross-functional teams and contribute to the success of innovative marketing and data solutions.<br><br>Responsibilities:<br>• Conduct thorough testing of Salesforce Marketing Cloud components, including dynamic content and various studios and builders.<br>• Perform validation of Salesforce Data Cloud functionalities such as identity resolution, segmentation, activations, and unified individual reconciliation.<br>• Identify, document, and track defects or issues discovered during testing, and collaborate with developers to resolve them efficiently.<br>• Ensure data quality and accuracy within Salesforce Marketing Cloud and Data Cloud platforms, including integration and management processes.<br>• Develop and maintain comprehensive documentation for testing processes, test cases, and resolutions to defects.<br>• Create detailed test plans, test cases, and scripts based on project specifications and requirements.<br>• Analyze testing outcomes to identify opportunities for process improvements, tools, and methodologies.<br>• Partner with architects, designers, and marketing teams to ensure the quality and effectiveness of marketing campaigns and data workflows.
<p>Industry leading, manufacturer is looking to add a Senior Financial Analyst with proven expertise reconciling key metrics and utilizing ERP systems. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile reports on portfolio performance on a regular basis</p><p>• Monitor and update client asset allocations</p><p>• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds</p><p>• Prepare and coordinate materials for client meetings</p><p>• Compile quarterly tax projections</p><p>• Handle account creation and maintenance </p><p>• Manage money movement including wire transfers and journals</p><p>• Maintain and update the database regularly</p><p>• Conduct ad hoc project management </p><p>• Assist in portfolio performance updates</p><p>• Provide operational functions to support the Partners and their team. </p><p><br></p><p>Skills: </p><p><br></p><p>• Annual Financial Plan</p><p>• Financial Planning</p><p>• Financial Reconciliation</p><p>• Financial Services</p><p>• Personal Financial Specialist</p>
