22 results for Mergers And Acquisitions Analyst in Philadelphia Pa

Mergers and Acquisitions Analyst We are offering an exciting opportunity for a Mergers and Acquisitions Analyst to join our team in the Greater Philadelphia area. The Mergers and Acquisitions Analyst will ensure that diligence processes foster strong relationships with M& A targets, ensures the targets align with client’s strategic objectives, enhance company culture, and make newly acquired entities feel part of the broader mission and team. Responsibilities: <ul><li>Perform buy-side financial and business due diligence projects, including quality of earnings analysis, financial modeling, and KPI/business metric analysis.</li><li>Help client realize the potential of our mergers and acquisitions via integration and synergies analysis.</li><li>Perform financial due diligence on key areas of the Income Statement and Balance Sheet.</li><li>Formulate questions and propose basic adjustments based on the identification of key risks and business drivers.</li><li>Lead analysis on key operational data, net working capital, debt, and debt-like items.</li></ul>

Sr. Financial Reporting Analyst Thriving, Philadelphia non-profit, seeks a Sr. Financial Reporting Analyst who can oversee and execute financial reporting activities. This Sr. Financial Reporting Analyst will be responsible for preparing monthly, quarterly financial reports, researching complex accounting transactions, ensuring timely and accurate financial reporting to regulatory bodies and stakeholders, developing and implementing financial reporting processes and controls, identifying areas for process improvement, performing comprehensive financial analysis, and assisting with all aspects of the external auditing process. The ideal Sr. Financial Reporting Analyst should have the ability to work with senior executives on strategic thinking and financial models for company growth and participate/lead special projects related to financial reporting, mergers and acquisitions, and system implementations. Responsibilities· Create formation to automate better reporting processes where needed· Work with accounting department to manage cash flow and balance sheet statements· Liaise between GAAP and management reporting· Enhance reporting packages for internal management purposes· Finance lead in consolidated payroll system· Construct plan around productivity metrics across organization· Financial analysis of ongoing business

Fixed Asset Analyst Fixed Assets Accountant A client of ours is looking for a Fixed Assets Accountant for a contract role. This role will focus on managing fixed asset records, general ledger entries, and reconciliation processes. The ideal candidate will ensure accurate financial reporting, compliance with accounting standards, and timely reconciliations. Responsibilities of Fixed Assets Accountant <ul><li>Maintain and update the fixed asset register, including asset acquisitions, transfers, disposals, and depreciation calculations.</li><li>Prepare and post general ledger journal entries related to fixed assets and depreciation expenses.</li><li>Perform monthly, quarterly, and annual reconciliations of fixed asset accounts to the general ledger.</li><li>Ensure compliance with accounting standards, policies, and procedures (e.g., GAAP/IFRS).</li><li>Collaborate with internal and external auditors during audits related to fixed assets.</li><li>Prepare reports and analysis on fixed asset trends, capital expenditures, and depreciation schedules.</li><li>Partner with operations, procurement, and other departments to track and manage capital projects.</li><li>Support financial close processes and ensure deadlines are met for reporting requirements.</li></ul>

Financial Data Analyst We are offering a long-term contract employment opportunity for a Financial Data Analyst in the Financial Services industry. The selected candidate will be responsible for data analysis and reporting in a fast-paced workplace. Responsibilities: • Analyze financial data and report findings to the appropriate department.• Utilize advanced knowledge of Microsoft Excel to manage and organize data.• Dissect and analyze unstructured text segments and translate them into actionable insights.• Utilize various financial software to aid in data analysis and reporting.• Maintain effective communication with various departments to ensure accuracy and timeliness of data analysis.• Develop and maintain a deep understanding of financial markets.• Utilize data analysis skills to contribute to strategic decision-making processes.• Collaborate with a team to ensure all financial data is accurate and up-to-date.• Continuously seek ways to improve processes and workflows related to financial data analysis.• Stay updated on industry trends and changes that may impact financial data analysis.

Financial Systems Analyst A multi-billion dollar financial services company located near Sayreville, NJ, is looking for a Financial Systems Analyst. This is a hybrid opportunity. <ul><li>This position will complement the external consultants and in-house IT team currently working on this project.</li><li>Collaboration with functional teams and others is crucial to determine system requirements and to guide users on system best practices</li><li>Active involvement with the current implementation of Microsoft Dynamics D365 F& O ERP platform. </li><li>Will actively engage in testing, maintenance, and troubleshooting.</li><li>Assist in the migration of data between systems, verify and test for any discrepancies.</li><li>Responsibilities will transition to administration and enhancement once implementations are completed. </li><li>Assist with the Implementation of the Microsoft Dynamics D365 F& O ERP platform including</li><li>Create and maintain user manuals and provide user training</li></ul>

Sr. Financial Analyst The Senior Financial Analyst of Business Plan and Special Reporting will be responsible for the overall direction and completion of the Business Plan Process. Will plan, direct, and coordinate activities of Business Plan to ensure that milestones are accomplished within the prescribed time frame and funding parameters. This position will also be responsible for the completion of certain monthly/quarterly/yearly analysis and reporting packages which will be completed and presented to the Manager of Financial Planning & Analysis (FP& A) for final approval. Examples of reports may include: monthly internal P& L summary reports, quarterly and yearly tax summaries, external partner reporting, management reporting, capital forecasts, and overhead cost control reports. MAJOR RESPONSIBILITIES Annual Business Plan- This position is the primary point of contact for the annual business plan process, encompassing all 800+ field locations and 150+ corporate departments of a multi-billion dollar business- Responsible for the coordination and communication of the steps required for the completion of the business plan process. Major milestones are:- Working with Field Finance and other stakeholders to identify process improvement opportunities and coordinating with MIS to ensure those changes meet user requirements with minimal disruption to the process- Delivery of multiple training sessions to the field and corporate locations personnel on the Business Plan model- While locations are entering plans in October, responding quickly to questions, and resolving any issues in coordination with MIS and other parties- Accurate and timely upload and validation of all Business plan revenue and cost information to match the financial targets set by senior management Reporting- As deemed necessary by the Manager of FP& A, this position will be responsible for both recurring reporting and ad-hoc project requests- Update slides for monthly package for senior leadership and the board, and generate packet of backup reporting for use by the CFO and President Operational Analysis- This position will be required to collaborate with the Manager of FP& A to explore and execute upon opportunities to streamline processes and/or develop analysis methodologies which help to better explain historical results and ultimately improve forecasting accuracy.- Other projects as assigned by the manager .

Financial Systems Analyst Central Jersey Supply Chain and Logistics company seeks Financial Systems Administrator to join growing team. The Financial Systems Administrator will manage all aspects of system administration for Dynamics 365 F& O, including user creation, security roles, access control, and security best practices. Perform regular system monitoring and health checks, identifying and resolving performance issues. Implement system upgrades and updates. Manage backups, disaster recovery procedures, and data security protocols and work with finance and operations teams to understand business needs and configure F& O to optimize workflows and processes. The Financial Systems Administrator should have experience as a System Administrator using Dynamics 365 F& O. For immediate consideration please contact joseph.imbesi@roberthalf.

Financial Planning Analyst 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. Responsibilities: • Compile reports on portfolio performance on a regular basis• Monitor and update client asset allocations• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds• Prepare and coordinate materials for client meetings• Compile quarterly tax projections• Handle account creation and maintenance • Manage money movement including wire transfers and journals• Maintain and update the database regularly• Conduct ad hoc project management • Assist in portfolio performance updates• Provide operational functions to support the Partners and their team. Skills: • Annual Financial Plan• Financial Planning• Financial Reconciliation• Financial Services• Personal Financial Specialist

Financial Systems Analyst Global company located in Princeton seeks Financial Systems Analyst to join tenured team. The Systems Analyst should have an accounting foundation and experience using BI to automate reports and the ability to create macros and dashboards. Experience with Power BI or TM1 or Cognos is required. Responsibilities to include:<ul><li>Analyze, research and resolve system defects involving the General Ledger</li><li>Support the SAP Global Template general ledger processes</li><li>Assist in creating reports, procedures and queries to respond to user requests</li><li>Prepare, update and maintain user guides and provide system training to applicable departments</li><li>Analyze complex financial data and prepare leadership consolidation files</li></ul> For additional details please contact joseph.imbesi@roberthalf.

Senior FP&A Analyst Growing client within the healthcare industry seeks a forward thinking, Senior FP& A Analyst with strong analytical skills. The Senior 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 business opportunities and investments· Financial Modeling· Lead efforts to business unit profitability· Risk Management· Develop and gain deep business understanding of financial drivers· Ad Hoc Analysis· Monitor performance indicators for profit and loss· Establish financial policies

Sr. Financial Analyst Our client is a growing manufacturer that is hiring a Senior Financial Analyst on a direct hire basis. The Senior Financial Analyst should have exceptional technology skills including but not limited to, Microsoft Excel/Access, and JD Edwards. In this Senior Financial Analyst role, you will analyze and report on past performance, industry trends, KPI’s, pricing and other key financial and operational data in order to advise management on the allocation of resources to best accomplish corporate goals. This is a high visibility role with opportunity for career and professional growth within the organization. Major Responsibilities· Analysis of financial and operations processes· Prepare reporting packages· Assist in closing process· Identify potential financial risks· ROI analysis· Compliance Management· Ad hoc projects· Develop and maintain financial reports in internal database· Annual Budgets/Monthly Forecast

Sr. Financial Analyst Thriving client in the Wilmington Delaware area has a full-time need for a Sr. Financial Analyst with a cost accounting background. In this role, you will be responsible for all accounting functions including costing, budgeting and month end close. The Sr. Financial Analyst will provide financial analysis on future revenues and expenditures, advise on the allocation of resources, and report accurate findings to management for review. We would like a candidate with strong analytical thinking and problem-solving skills. What you get to do everyday· Review and analyze financial statements/reports· Develop financial models and forecasting· Provide monthly variance analysis· Conduct thorough research on current and past financial data· Establish and evaluate profit plans· Review internal controls of accounting applications· Explore investment opportunities· Prepare cost projections· Ensure compliance with financial guidelines and company policies

Sr. Financial Analyst 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. How you will make an impact· Analysis of financial and operations processes· Prepare financial analysis on cost drivers· Analyze and track KPIs· Create financial dashboards· Identify potential financial risks· Budgeting & Forecasting· Financial Reconciliation · Process Improvement Initiatives · Reviewing/Creating complex financial models

Senior Financial Analyst 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. How you will make an impact· Analysis of financial and operations processes· Prepare financial analysis on cost drivers· Analyze and track KPIs· Create financial dashboards· Identify potential financial risks· Budgeting & Forecasting· Financial Reconciliation · Process Improvement Initiatives · Reviewing/Creating complex financial models

Senior Financial Analyst A growing manufacturer in Ocean County is seeking a Senior Financial Analyst to join their team.The Sr. Financial Analyst will be responsible for preforming analysis, forecasting, budgeting, and overall support of the Finance team. The ideal Sr. Financial Analyst will have 3+ years of experience in a similar role, have a bachelor’s degree in either Accounting or Finance, CPA or MBA preferred. Must have excellent communication skills and the ability to work independently.The company is looking to start asap and offers an excellent benefits and compensation package.

Investment Professional Successful private equity firm located in the Greater Philadelphia Area is looking to staff an Private Equity Investment Professional with expertise in investment banking and/or experience with corporate acquisitions. In this role, you will source and implement acquisitions, including, research and analysis, onboarding, and ongoing leadership. This is a mainly onsite position located in the Greater Philadelphia area – only local candidates will be considered.

Financial Analyst We are in search of a Financial Analyst to join our team in the Distribution industry located in PHILADELPHIA, Pennsylvania. Your role will entail a broad range of responsibilities, from supporting our OneStream system, developing financial models, to conducting variance analysis. This role offers an exciting opportunity for those looking to apply their skills within a dynamic environment. Responsibilities• Support the OneStream system, managing business rules, metadata, workflows, reporting and dashboards.• Create and sustain financial models and forecasts to guide decision making.• Collaborate with cross-functional teams to provide financial insights that support business decisions.• Conduct detailed variance analysis to assist the accounting team during the month-end close process.• Develop and manage claiming calculations, submissions, allocation, and collection from vendors.• Utilize Power BI for reporting development, acting as a Power User within the team.• Stay up-to-date with industry trends and best practices in financial analysis and reporting.• Assist in the budgeting and forecast process to ensure financial efficiency and accuracy.

Sr. Financial Analyst We are searching for a Sr. Financial Analyst to join our team in NEW HOLLAND, Pennsylvania. In this role, you will be responsible for providing financial analysis, reporting, budgeting, and cost management across key business areas. Your focus will be on providing reliable data, identifying areas for improvement, and presenting actionable insights to guide strategic decisions about costs, growth opportunities and robust financial management. Responsibilities: • Provide financial reports and analysis on the company's performance and profitability • Aid in the overall budgeting and planning processes, analyzing the necessary financial data for fiscal and budgetary planning • Compare and analyze monthly results against the previous year and the budget • Guarantee the integrity and accuracy of data systems • Review, assess and evaluate financial data and information for accuracy and consistency • Support with month-end close and analysis of financial results • Help with requests for detailed financial information • Be responsible for gathering data, generating reports, and modeling • Construct financial models and analytical tools • Maintain and support daily, weekly, and monthly dashboard metrics • Respond to requests for information and perform ad hoc analysis as needed • Enforce accountability and ownership for non-technical structure spend control • Monitor progress and provide reporting and analysis related to the company’s internal audit and control projects • Assist with the calculation and support for broker commissions • Deliver analysis and support on capital expenditure requests.

Director/Manager Investment Accounting <ul><li>Oversee investment accounting operations and procedures ensuring compliance with relevant regulations and standards</li><li>Prepare and analyze financial reports related to investments</li><li>Handle, record, and track transactions associated with the purchase, sale, and performance of investments</li><li>Coordinate with the investment team on accounting matters and reporting requirements</li><li>Implement improved strategies for financial systems, procedures and internal controls</li><li>Oversee the preparation and filing of all regulatory reports related to investments</li></ul>

Trust Administrator Financial Services company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration of trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust Administrator for this role should be proficient in financial management and accounting principles, and posses’ excellent communication, interpersonal, and client relationship management skills. Primary Responsibilities· Manage individual and corporate trust accounts· Assist with trust administrative activities· Keep abreast of all Trust rules and regulations· Identify and mitigate potential risk issues· Assist with database maintenance· Initiate the auditing process· Source and build prospect client pipeline· Build strong relationships with outside wealth advisors

Trust Assistant Financial Services company located in the Newark Delaware area seeks a Trust Assistant with excellent organizational expertise. In this role, you be the primary point person for trust clients, managing their accounts and ensuring account administration complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution. Primary Responsibilities· Manage individual and corporate trust accounts· Assist with trust administrative activities· Keep abreast of all Trust rules and regulations· Identify and mitigate potential risk issues· Assist with database maintenance· Initiate the auditing process· Source and build prospect client pipeline· Build strong relationships with outside wealth advisors

Financial Associate We are looking for a Financial Associate to join our team based in Trevose, Pennsylvania. In this role, you will be responsible for a variety of financial and administrative tasks, including account management, invoicing, and financial audits. Responsibilities: • Utilize Quickbooks Online to manage and maintain client accounts • Manage monthly administrative invoicing and distribution • Communicate effectively with all entities associated with a client account, such as account managers, clients, sales representatives, and brokers • Conduct bank account reconciliations and assist with any financial audits or inquiries • Uphold and apply appropriate financial policies and procedures • Execute daily deposits and distribution tasks • Oversee accounts receivable management; prepare and track receipt of client invoicing • Provide accounts payable support and backup accounts payable staff • Monitor finance group email box and respond to inquiries in a timely manner • Use Microsoft Excel and other tools for data management and reporting