66 results for Financial Analyst in Trevose, PA

Financial Analyst

Wilmington Nt, DE
onsite
Permanent
60000.00 - 65000.00 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.
2026-03-24T21:28:41Z

Sr Financial Analyst

Princeton, NJ
onsite
Permanent
100000.00 - 120000.00 USD / Yearly
100,000 - 120,000 Benefits:<ul><li>Medical, Dental, Vision</li><li>Competitive Salary, Annual Bonuses, 401(k) with Company Match, and Business Travel Reimbursement</li><li>Flexible work environment</li><li>Tuition Reimbursement</li><li>PTA</li><li>Casual Fridays</li><li>In house technical training</li></ul> Responsibilities:• Conduct in‑depth financial analysis, including reviewing financial statements, performing scenario modeling, and identifying key trends.• Build and maintain sophisticated financial models to support strategic initiatives and resource planning.• Develop dashboards and standardized reporting tools using Excel, Power BI, and other analytics platforms to produce clear, actionable insights.• Track and evaluate key performance indicators (KPIs) and operational drivers to highlight opportunities for improvement.• Assist in the budgeting process by collaborating with department leaders to align spending with organizational priorities.• Prepare monthly management discussion & analysis (MD& A) reports for senior leadership and relevant stakeholders.• Work across departments to ensure financial data is consistent, accurate, and aligned with reporting standards.• Support the preparation of financial presentations and reports for board meetings and other executive forums.• Contribute to long‑range planning by creating dynamic models and evaluating various growth scenarios.• Identify opportunities to enhance reporting processes and design new tools that improve data visibility and analytical efficiency.
2026-03-09T15:23:45Z

Financial Sales Analyst

Hatfield, PA
onsite
Permanent
75000.00 - 90000.00 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.
2026-03-16T11:18:41Z

FP&A Analyst

Willow Grove, PA
onsite
Permanent
- 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
2026-03-10T19:04:23Z

Inventory Analyst

Exton, PA
onsite
Permanent
80000.00 - 90000.00 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
2026-03-10T21:23:45Z

Cost Accountant/Analyst

Lansdale Area, PA
onsite
Permanent
75000.00 - 90000.00 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.
2026-03-06T12:08:45Z

AP Analyst

Wilmington, DE
onsite
Permanent
55000.00 - 65000.00 USD / Yearly
Premier client located in the Great Wilmington Delaware area is looking for an AP Analyst who can manage their accounts payable processes, ensuring timely and accurate processing of invoices, vendor payments, and expense reports. This A/P Analyst will review, process, and verify payments, analyze and reconcile vendor statements, maintain vendor records, print checks, assist with month-end and year-end closing, and collaborate with procurement, receiving, and other departments to resolve invoice and payment discrepancies. The ideal A/P Analyst should be highly experienced in accounts payable with the ability to analyze problems and work out their solutions effectively and accordingly. Primary Duties· Print and process checks· Journal Entries· Match and batch purchase orders· Run ad-hoc reports when needed· Coordinate with directors to obtain consent on appropriate expenses· Provide financial reports to management· Account reconciliations· Encourage improvements where needed· Assist with invoice processing· Partake in annual audit process
2026-03-16T21:28:44Z

Sr. SOX Compliance Analyst

King of Prussia, PA
onsite
Permanent
100000.00 - 110000.00 USD / Yearly
Looking to advance your career in the world of compliance? One of our premier clients is currently looking for a Sr. SOX Compliance Analyst with proven expertise overseeing organizational Sarbanes-Oxley programs. As the Sr. SOX Compliance Analyst, you will assess, document, test, and enhance the effectiveness of internal controls over financial reporting, lead and execute the SOX compliance program, coordinate with external auditors and provide audit support, identify risk by performing risk assessments, prepare SOX compliance status updates, document and evaluate key business processes and ITGC controls, perform design and operating effectiveness testing of controls, and track remediation of control deficiencies, and coordinate operational activities for the organization ensuring compliance with local, federal, and state government regulations. This candidate will also assist with developing policies and risk management strategies. Primary Duties· Research regulations and policies· Manage compliance regulatory requests· Assist with the internal and external audit process· Develop trend analysis· Maintain and update risk assessments· Perform compliance monitoring and testing· Account Analysis· Prepare reports for management· Train employees on industry compliance requirements
2026-03-26T19:33:44Z

Sr. Cost Accountant/Analyst

Pennsauken, NJ
onsite
Permanent
100000.00 - 120000.00 USD / Yearly
Thriving, manufacturer seeks a Sr Cost Accountant/Analyst who can lead cost accounting activities, analyze manufacturing and operational data, and provide critical insights and support strategic decision-making. In this role, you will review and control costs related to inventory, provide financial analysis, perform product manufacturing analysis, report on daily inventory, oversee the billing process, create and implement standard costs, perform audits, manage and update costs estimates, assist with reconciling client invoicing, follow-up on collection efforts, and research and resolve invoicing or billing discrepancies. The successful Sr. Cost Accountant/Analyst will have proven product cost experience, GAAP knowledge, strong problem-solving skills, and excellent time management skills. What you get to do everyday· Maintain and analyze standard costs for products, materials, and labor· Perform monthly inventory reconciliations and ensure proper valuation under GAAP· Monitor and analyze manufacturing variances, including price/material usage/labor and overhead absorption· Support month-end close by preparing and reviewing journal entries· Analyze actual manufacturing costs and prepare periodic reports· Ensure compliance with internal controls, company policies, and accounting standards· Partner with operations and supply chain to identify cost drivers, efficiencies, and areas of improvement· Assist in inventory costs and profitability products· Create annual standard cost updates· Lead or participate in process improvement initiatives to enhance cost visibility and operational efficiency
2026-03-10T21:28:45Z

Senior Credit Analyst

Edison, NJ
onsite
Permanent
110000.00 - 115000.00 USD / Yearly
100,000 - 115,000 benefits:<ul><li>hybrid</li><li>health</li><li>dental</li><li>vision</li><li>paid time off</li></ul>Hybrid Opportunity: 3 Days in Office / 2 Days RemoteAre you dynamic and detail-oriented with 4+ years of experience in Commercial Real Estate (CRE) and Commercial & Industrial (C& I) lending? Do you thrive in a collaborative environment where your analytical skills and strategic insights make a measurable impact? If so, we have the perfect opportunity for you!Position Overview:Our regional banking client in Edison is seeking a Senior Credit Analyst to join the company and play a pivotal role in evaluating, analyzing, and structuring complex credit opportunities. In this position, you’ll assess and support a diverse portfolio of CRE and C& I loans, ensuring sound financial decision-making aligned with the bank’s strategic objectives.What You’ll Do:<ul><li>Conduct detailed credit analysis, including financial statement reviews, cash flow projections, and risk assessments, for CRE and C& I loan applicants.</li><li>Prepare clear and concise credit memos and recommendations for loan committees.</li><li>Monitor and manage loan portfolios to ensure credit quality and compliance with banking regulations.</li><li>Collaborate with Relationship Managers and other internal teams to provide tailored solutions for clients.</li><li>Stay updated on market trends, industry developments, and regulatory changes impacting credit and lending practices.</li></ul>What is Required:<ul><li>Experience: 4+ years of hands-on experience in CRE and C& I lending.</li><li>Skills: Strong financial analysis, underwriting, and risk assessment capabilities; proficiency in relevant financial and banking systems.</li><li>Knowledge: Deep understanding of credit policies, loan structuring, and banking regulations.</li><li>Attributes: Excellent communication skills, a team-oriented mindset, and the ability to work effectively in a hybrid environment.</li></ul>Work Perks:<ul><li>Flexibility: Enjoy a hybrid schedule with 3 days in the office and 2 days working from home.</li><li>Growth-Oriented Culture: Join a company that values development and invests in your career.</li><li>Competitive Compensation: Market-leading salary and benefits package tailored to attract top talent.</li></ul>The company offers and excellent compensation and benefits plan with opportunity to advance your career. To apply email a resume to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.
2026-02-27T21:38:43Z

Supply Chain Analyst

Cranbury, NJ
onsite
Temporary
28.00 - 35.00 USD / Hourly
We are looking for an experienced Supply Chain Analyst to assist with optimizing financial recovery. In this long-term contract role, you will play a key part in analyzing data to identify opportunities for refunds on imported goods. This position requires collaboration across various departments and external partners. Responsibilities:• Analyze import and export data to pinpoint potential drawback opportunities and verify accurate calculations.• Maintain thorough documentation and audit trails to support claims and ensure regulatory compliance.• Collaborate with internal teams such as logistics, finance, and trade compliance, as well as external partners like customs brokers and freight forwarders.• Stay up-to-date with regulatory changes, including the Trade Facilitation and Trade Enforcement Act, and adjust processes accordingly.• Address inquiries, audits, and requests for additional information from regulatory bodies.• Reconcile entries and monitor refunds to ensure timely receipt of funds.• Develop and refine internal workflows to increase efficiency and maximize recovery of funds.
2026-03-26T18:24:05Z

Treasury Analyst

Bridgewater, NJ
onsite
Temporary
34.84 - 40.34 USD / Hourly
We are looking for a detail-oriented Treasury Analyst to join our team in Bridgewater, New Jersey. In this long-term contract position, you will play a pivotal role in managing treasury operations and ensuring efficient cash flow processes. The ideal candidate will have a strong background in corporate treasury functions and a proactive approach to improving financial strategies. Responsibilities: • Oversee daily treasury operations, including cash flow management and forecasting. • Develop and maintain accurate cash flow forecasts to support financial decision-making. • Collaborate with internal teams to optimize corporate treasury functions and processes. • Monitor and analyze financial risks to ensure compliance with industry standards and regulations. • Prepare detailed reports and presentations on treasury activities for management review. • Support the implementation of strategies to enhance liquidity and maximize returns. • Conduct thorough analysis of financial transactions to ensure accuracy and efficiency. • Manage relationships with banking partners and external financial institutions. • Ensure adherence to corporate treasury policies and procedures. • Assist in the evaluation and improvement of financial systems and tools.
2026-03-27T20:13:45Z

Revenue Analyst

Tinton Falls, NJ
remote
Permanent
100000.00 - 120000.00 USD / Yearly
We are looking for a detail-oriented Revenue Analyst to join our team in Central New Jersey. This role requires a strong analytical mindset and expertise in healthcare revenue cycles, including payer and commercial insurance processes for surgical procedures. The position offers flexibility, with the option to work remotely or occasionally visit the office. Responsibilities:• Conduct thorough analyses of revenue cycles, focusing on payer and insurance processes for surgical procedures.• Develop and maintain financial reports using tools such as Power BI and Excel to support decision-making.• Apply coding principles and classifications to ensure accurate revenue recognition and compliance.• Collaborate with management to present findings and recommendations clearly and effectively.• Monitor and evaluate revenue trends to identify opportunities for optimization.• Ensure proper coding practices are followed to support accurate financial reporting.• Support the integration of new practices into the revenue cycle framework as the organization grows.• Identify discrepancies in revenue data and implement corrective measures.• Provide insights and analytics to improve operational efficiency within the revenue cycle.• Partner with cross-functional teams to align revenue strategies with organizational goals.
2026-03-11T13:04:29Z

Financial Reporting Manager

King of Prussia, PA
onsite
Permanent
- 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
2026-03-16T21:18:43Z

Accounting and Financial Reporting Manager

Radnor, PA
onsite
Permanent
110000.00 - 130000.00 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
2026-03-10T21:23:45Z

Restricted Funding Financial Manager

Philadelphia, PA
onsite
Permanent
60000.00 - 70000.00 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>
2026-03-20T17:58:41Z

Financial Reporting Manager/Senior Accountant

Wayne, PA
onsite
Permanent
115000.00 - 130000.00 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
2026-03-10T21:23:45Z

VP/Director of Finance

Ewing, NJ
onsite
Permanent
160000.00 - 225000.00 USD / Yearly
Our client is looking for an experienced VP/Director of Finance to lead their financial strategy and operations in the Ewing, New Jersey area. This role is ideal for an experienced, detail-oriented individual with a strong background in financial planning, reporting, and analysis. The successful candidate will drive the organization's fiscal health while ensuring compliance and operational excellence. Salary is 160,000 - 225,000. Benefits include health insurance, 401k, and PTO. Responsibilities:<ul><li>Partnered cross‑functionally with operations, business development, and technical teams to support financial planning, forecasting, and strategic decision‑making</li><li> Led monthly, quarterly, and annual budgeting and forecasting processes, including cash flow modeling and scenario analysis</li><li> Built end‑to‑end financial models from scratch to analyze revenue streams, cost drivers, and investment returns</li><li>Developed and maintained cash flow forecasts, incorporating billing and invoicing cycles, timing of receipts, and revenue recognition considerations</li><li>Analyzed budget vs. actual results and re‑forecasted expectations based on performance, trends, and operational inputs</li><li>Applied GAAP standards to ensure accurate financial modeling, forecasting, and reporting alignment</li><li>Gained deep understanding of billing, invoicing, and revenue cycles, and incorporated these dynamics into short‑ and long‑term forecasts</li><li> Supported annual operating plans and long‑range planning by identifying key assumptions, risks, and drivers impacting revenue and cash flow</li><li> Provided financial insights, ROI analyses, and performance metrics to business leaders to guide investment and resource allocation decisions</li><li>Supported capital planning through business case development, financial analysis, and return‑on‑investment assessment</li><li> Contributed to accurate and timely financial reporting cycles, partnering with accounting during the monthly close process</li><li> Improved forecasting accuracy and process efficiency through automation, enhanced models, and data‑driven tools</li><li>Acted as a trusted financial advisor while maintaining strict confidentiality over sensitive financial and operational data</li></ul>
2026-03-11T13:08:45Z

Director of Finance

Belmar, NJ
onsite
Permanent
180000.00 - 200000.00 USD / Yearly
Salary is 180,000 - 200,000. Benefits include medical, dental, vision insurance, 401k, and PTO. Responsibilities:• Lead the development and execution of enterprise-wide budgeting, forecasting, and financial planning processes.• Oversee long-term financial strategies, including capital investment evaluations and rate case financial support.• Provide in-depth analysis of financial statements, including balance sheets, profit and loss statements, and cash flow projections.• Communicate financial insights and business performance drivers to various internal stakeholders, including senior management and the Board of Directors.• Supervise and mentor a team of finance professionals, fostering growth and collaboration.• Ensure compliance with accounting standards and regulatory requirements within the energy sector.• Collaborate with cross-functional teams to align financial objectives with overall business strategies.• Support strategic initiatives by delivering accurate financial data and actionable recommendations.
2026-03-25T14:53:43Z

Customer, Finance Manager

Easton, PA
onsite
Permanent
120000.00 - 150000.00 USD / Yearly
We are looking for an experienced Customer Finance Manager to support our sales team in Easton, Pennsylvania. This role bridges the gap between finance and sales, ensuring financial sales targets are achievable while enhancing customer relationships. You will drive profitability analysis and serve as a key advisor in negotiations and trade planning. Responsibilities: • Provide strategic financial insights to sales leadership, including guidance on trading term negotiations and promotional activities. • Monitor and analyze sales forecasts, actual sales performance, and trade programs while contributing to demand planning and inventory management. • Prepare financial schedules for areas such as SG& A expenses, trade allowances, sales returns, adjustments, and customer profitability. • Lead month-end close processes, including summarizing results, explaining variances, and preparing schedules for audits. • Educate the sales team on the financial impact of trading terms, margins, and improved forecasting practices. • Collaborate with sales on upfront planning for customer terms and negotiations, ensuring alignment with company profitability goals. • Provide detailed insights on customer-specific trade information, including returns, allowances, deductions, compliance fines, and payment terms. • Serve as a member of the S& OP Core Team to deliver net revenue plans, expand growth opportunities, and manage sales forecasting. • Offer financial guidance on the implications of trading terms and strategies for enhancing customer profitability.
2026-03-25T15:28:43Z

Budget Analyst

Mt. Holly, NJ
onsite
Temporary
23.00 - 26.59 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.
2026-03-19T13:48:43Z

FP&A Manager

Iselin, NJ
onsite
Contract / Temporary to Hire
55.00 - 75.00 USD / Hourly
Robert Half is seeking an experienced Financial Planning & Analysis (FP& A) Manager for a contract-to-hire opportunity supporting a professional services client. This critical role will lead the implementation, optimization, and day-to-day management of Workday Adaptive Planning, helping transform the firm’s budgeting, forecasting, and reporting processes. This role will be a contract position to start with potential to be converted to a permanent role. This role can be mostly remote but will need to come onsite as needed/on occasion. Prior experience with Workday Adaptive Planning is a must. Key Responsibilities:<ul><li>Drive the end-to-end implementation of Workday Adaptive Planning, collaborating with finance leaders and technical teams to develop effective financial models, reporting structures, and workflows.</li><li>Own the design and validation of budgeting, forecasting, and management reporting models within Adaptive Planning, ensuring alignment with business objectives and operational needs.</li><li>Serve as the primary liaison between finance stakeholders and the implementation team—gathering requirements, reviewing deliverables, and ensuring planning tools meet the unique needs of a professional services environment.</li><li>Lead Annual Budget, Quarterly Forecast, and Long-Range Planning cycles, including detailed variance analysis, performance tracking, and scenario/model updates across all business units.</li><li>Build and maintain dynamic financial models, cash flow forecasts, and a multi-year strategic plan to guide both operational initiatives and long-term growth.</li><li>Leverage understanding of professional services metrics (utilization, realization, headcount planning, engagement profitability) to deliver actionable planning frameworks.</li><li>Produce and present accurate, insightful financial reports, dashboards, and presentations for senior leadership—empowering confident, data-driven decisions.</li><li>Partner cross-functionally to align financial plans with overall strategic and operational goals; promote consistency, integrity, and transparency in all financial outputs.</li><li>Standardize, document, and continuously improve FP& A processes, controls, and methodologies for greater efficiency and scalability.</li><li>Support ad hoc projects, financial modeling, and strategic initiatives, while mentoring and developing senior analysts and associates across the team.</li></ul>
2026-03-24T15:38:44Z

Pension Analyst

Plymouth Meeting, PA
onsite
Permanent
60000.00 - 65000.00 USD / Yearly
Successful client located outside of the Philadelphia Suburbs seeks a tech savvy Pension Analyst with 401K analysis experience and strong understanding of pension laws. As the Pension Analyst, you will analyze and prepare audit pension plans, engage with clients on establishing pension planning, provide guidance on investment options, maintain client records, review fund activities, prepare financial reports, and keep abreast on trends and changes in pension regulations and compliance. The Pension Analyst will develop efficient programs while proving cost effective suggestions to keep within budget. How you will make an impact<ul><li>Pension & Benefit Administration</li><li>Organize and maintain client files</li><li>Prepare pension planning recommendations</li><li>Assist clients with pension options</li><li>Monitor and review client tax returns, loans & financial statements</li><li>Stay abreast of pension trends, regulations and compliance</li><li>Implement communication strategies</li><li>Provide pension documentation where needed</li><li>Generate pension planning recommendations</li><li>Prepare internal and external reporting</li><li>Maintain updates on new laws, trends and developments</li><li> Ensure compliance with federal and state laws</li></ul>
2026-03-10T16:34:09Z

Operations Analyst

Horsham Area, PA
onsite
Permanent
55000.00 - 70000.00 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.
2026-03-30T17:08:44Z

Chief Financial Officer

Philadelphia, PA
onsite
Permanent
175000.00 - 225000.00 USD / Yearly
We are looking for a dynamic Chief Financial Officer (CFO) to join our leadership team in the Greater Philadelphia area. This CFO role is critical to ensuring the financial health and operational integrity of the organization. The ideal CFO candidate will provide strategic direction, oversee financial operations, and drive compliance with regulatory standards. Responsibilities:<ul><li>Provides financial expertise and guidance to program leaders, development staff, and other stakeholders to support mission‑aligned decision‑making.</li><li>Strengthens the budgeting process by educating program and departmental managers on financial principles, grant requirements, and factors impacting their budgets.</li><li>Optimizes banking, deposits, and cash‑handling procedures to ensure strong cash stewardship and safeguard community resources.</li><li>Develops a reliable cash‑flow forecasting process and reporting system, including minimum cash thresholds needed to maintain program stability and operational continuity.</li><li>Continuously evaluates the finance department’s structure, processes, and staffing to enhance efficiency, compliance, and the organization’s ability to support its mission.</li><li>Supports professional development and growth for finance team members by identifying training opportunities and encouraging skill development.</li><li>Oversees preparation of all financial reports, including statements of activities and financial position, grant expenditure reports, funder reports, tax filings (e.g., Form 990), and regulatory submissions.</li></ul>
2026-03-27T18:53:44Z