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91 results for Director Of Operations Financial Services in Wilmington, DE

Senior Director of Accounting & Treasury
  • King of Prussia, PA
  • onsite
  • Permanent
  • 175000.00 - 200000.00 USD / Yearly
  • <p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>·      Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>·      Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>·      Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>·      Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>·      Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>·      Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>·      Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>·      Collaborate with accounting, tax, legal, FP& A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
  • 2025-12-02T16:54:14Z
Director of Finance
  • Lansdale, PA
  • onsite
  • Permanent
  • 180000.00 - 220000.00 USD / Yearly
  • <p>Robert Half is looking for an experienced Director of Finance to lead financial operations. This Director of Finance role is pivotal in ensuring consistency in financial practices, overseeing regional finance teams, and aligning strategies with global financial policies. The ideal candidate will excel at driving business results, mentoring teams, and maintaining robust financial reporting standards.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead and guide regional finance teams, driving growth and enhancing overall team performance.</li><li>Oversee the preparation of monthly corporate and management financial reports, ensuring they are completed accurately and on time.</li><li>Improve and refine the presentation of financial data to ensure it is clear, comprehensive, and easily understood by departmental management.</li><li>Manage the Financial Planning & Analysis (FP& A) function, providing key insights and strategic recommendations to leadership.</li><li>Lead the implementation of global finance initiatives across the region, ensuring smooth integration and compliance.</li><li>Spearhead the budgeting and planning processes to ensure they are in line with the organization’s objectives and priorities.</li><li>Oversee working capital management, optimizing receivables, payables, and inventory levels.</li><li>Ensure adherence to all statutory, fiscal, and corporate reporting requirements for both local and international operations.</li><li>Collaborate with external auditors to facilitate the timely and accurate completion of annual financial audits.</li></ul>
  • 2025-12-02T16:54:14Z
FP&A Manager
  • Wilmington, DE
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>Well-respected, financial services company seeks a FP& A Manager with expertise working with multi-dimensional databases. In this role, you will take appropriate steps to forecast the annual financial plan, create annual budgets, prepare monthly and quarterly financial reporting, consolidate reporting packages, monitor risks and revenue opportunities, review KPIs, analyze financial transactions, provide financial analysis, and assist with developing a long-term financial and strategic plan. The ideal candidate for this position will have a significant analytical skill set and firm quantitative abilities.</p><p><br></p><p>Major Responsibilities</p><p>·      Create annual budget plans</p><p>·      Review general ledger activities</p><p>·      Provide financial analysis</p><p>·      Budgeting & Forecasting</p><p>·      Analyze, research, and compare data</p><p>·      Balance sheet variance analysis</p><p>·      Develop investment strategies</p><p>·      Assist with projected financial goals</p><p>·      Prepare detailed reports</p><p>·      Recommend cost saving initiatives</p>
  • 2025-11-17T21:19:22Z
Finance Manager
  • Kennett Square, PA
  • onsite
  • Permanent
  • 80000.00 - 110000.00 USD / Yearly
  • <p>Successful client located in the Greater Philadelphia area is looking to staff a proactive Finance Manager for their immediate opening. As the Finance Manager, you will oversee general ledger maintenance, conduct thorough account analysis, and manage both accounts receivable (A/R) and accounts payable (A/P) activities, including month-end reconciliations. Additionally, this Finance Manager role works closely with the CFO to support strategic financial planning and reporting, and is expected to apply strong customer service principles within all financial operations.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead daily accounting activities, maintaining the integrity and accuracy of financial records and transactions. </li><li>Manage and guide A/P and A/R teams to ensure prompt and accurate completion of work. </li><li>Execute monthly, quarterly, and annual account reconciliations and support the financial close process. </li><li>Review financial statements and ledger accounts, address variances, and ensure adherence to GAAP standards. </li><li>Develop comprehensive financial reports, forecasts, and presentations to inform the CFO’s strategic decisions. </li><li>Strengthen internal controls to enhance efficiency, accuracy, and compliance across financial operations. </li><li>Mentor and develop accounting staff to foster teamwork, professional growth, and high performance. </li><li>Coordinate with external auditors to facilitate timely audits and maintain compliance with regulatory requirements. </li><li>Partner with the customer service team to resolve billing issues and support strong client relationships. </li><li>Enforce consistent application of financial policies and accounting standards organization-wide. </li><li>Oversee budgeting processes and contribute to special projects, ad hoc analyses, and process improvements. </li><li>Operate independently, identify key priorities, and advance strategic initiatives with minimal oversight.</li></ul>
  • 2025-11-21T20:04:31Z
Executive Assistant
  • Hockessin, DE
  • onsite
  • Permanent
  • 70000.00 - 80000.00 USD / Yearly
  • <p>Financial Services company seeks an Executive Assistant with prior experience working within a financial institution supporting executives. This Executive Assistant will provide a high-level of administrative support while preparing correspondence/reports/presentations, maintaining executive schedules, screening and prioritizing emails/calls/requests, managing expense reports, coordinating logistics for meetings/events/conferences, and supporting project management efforts by tracking deadlines, deliverables, and progress. The ideal candidate for this role should have proven experience supporting basic accounting activities, outstanding organizational and interpersonal skills, excellent time management abilities and have advanced knowledge of Microsoft Office Suite applications.</p><p> </p><p>What you get to do daily</p><p>·      Coordinate executive communications</p><p>·      Prepare internal and external corporate documents</p><p>·      Calendar Management</p><p>·      Prepare weekly reports</p><p>·      Draft meeting agendas</p><p>·      Distribute incoming mail/packages</p><p>·      Travel Arrangements</p><p>·      Order and maintain inventory of office supplies</p><p>·      Assist with property management activities</p><p>·      Benefit Administration</p><p>·      Assist with accounts payable/receivable transactions</p><p>·      Special errands as needed</p>
  • 2025-11-11T20:44:16Z
Accounting Clerk/Customer Service role
  • Bucks County, PA
  • onsite
  • Permanent
  • 50000.00 - 60000.00 USD / Yearly
  • <p>We are looking for a dedicated Accounting Clerk with customer service expertise to join our client's team in Bucks County, Pennsylvania. This hybrid role combines accounting responsibilities with customer support, requiring strong organizational skills and attention to detail. The ideal candidate will contribute to both financial operations and ensure exceptional service to our customers.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries professionally and assist with sales and service-related questions.</p><p>• Process customer orders in QuickBooks, ensuring accurate pricing and timely confirmations.</p><p>• Track purchase orders, reconcile costs, and provide shipping updates to vendors and customers.</p><p>• Monitor inventory levels, coordinate shipments, and handle restocking tasks when necessary.</p><p>• Maintain detailed records for major equipment sales, including warranties and submission documentation.</p><p>• Generate invoices for parts and accessories, follow up on overdue payments, and manage collections.</p><p>• Record vendor bills, reconcile expenses, and process expense reports in QuickBooks.</p><p>• Prepare weekly sales order reports and share them with management.</p><p>• Assist with administrative tasks, including overseeing office supply inventory and supporting special projects.</p><p>• Collaborate with customer service representatives during absences or peak times.</p>
  • 2025-12-05T11:34:04Z
Tax Manager
  • Hockessin, DE
  • onsite
  • Permanent
  • 125000.00 - 155000.00 USD / Yearly
  • <p>Robert Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager must have the ability to review legal documents, knowledge of general ledger systems, and the ability to maintain preserve confidentiality. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company's compliance with federal and state income tax laws and regulations. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date</p><p>• Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients</p><p>• Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns; Supervise and ensure the timely filing of all returns</p><p>• Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management</p><p>• Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and events that impact client accounts who invest in those partnerships</p><p>• Identify opportunities to improve the tax process</p><p>• Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance</p><p>• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation</p><p>• Perform duties related to the Annual Income Tax Provision and auditing</p><p>• Carry out other tasks as assigned to ensure the smooth running of the department.</p>
  • 2025-12-02T19:28:46Z
DevOps Engineer
  • Philadelphia, PA
  • onsite
  • Temporary
  • 80.00 - 85.00 USD / Hourly
  • <p>We are looking for a DevOps Engineer to support cloud deployments. This role requires a self-starter who is adept at solving problems, is a collaborative teammate and an effective communicator at all levels within an organization. </p><p> </p><p> Responsibilities:</p><p> • Collaborate with Software Development teams, Product Managers, and Business Owners to ensure smooth deployment and operation of systems.</p><p> • Build CI/CD pipeline configurations to orchestrate provisioning and deployment of both large and small-scale systems.</p><p> • Automate tools to monitor system health and reliability to support business process requirements.</p><p> • Troubleshoot and resolve issues in development, test, and production environments.</p><p> • Communicate status and risks to the product teams.</p><p> • Help automate and streamline operations and processes.</p><p> • Build and maintain tools for deployment, monitoring and operations.</p><p> </p>
  • 2025-11-11T16:58:46Z
Risk Manager
  • Wilmington, DE
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>Robert Half has teamed up with a thriving, financial services client on their search for a thorough, Risk Manager with proven experience conducting risk assessments. As the Risk Manager, you will access the company’s risk exposure and identify mitigating risks within the organization as well as conduct thorough scenario analyses to understand the impact of identified risks on the organization, collaborate with internal departments on the company’s risk profile, oversee compliance, assist with special projects on model risk management, and support the operational risk management team as needed. The ideal candidate for this role should have prior experience in risk management, compliance or related fields.</p><p><br></p><p>The duties as a Risk Manager are:</p><p>·      Performing a risk assessment: Analyzing current risks and identifying potential risks that are affecting the company</p><p>·      Performing a risk evaluation: Evaluating the organization’s previous handling of risks, and comparing potential risks with criteria set out by the company such as costs and legal requirements</p><p>·      Establishing the level of risk the company are willing to take</p><p>·      Preparing risk management and insurance budgets</p><p>·      POC for internal departments regarding risk exposure</p><p>·      Implementing health and safety measures, and purchasing insurance</p><p>·      Conduct policy and compliance audits</p><p>·      Maintaining records of insurance policies and claims</p><p>·      Reviewing any new major contracts or internal business proposals</p><p>·      Building risk awareness amongst staff by providing support and training within the company</p>
  • 2025-12-02T15:27:20Z
Senior Director, Controller
  • Fort Washington, PA
  • onsite
  • Permanent
  • 180000.00 - 200000.00 USD / Yearly
  • <p>One of our reputable clients has reached out for a need for a full-time Senior Director, Controller with proven purchase price accounting and project accounting experience. The Senior Director, Controller will be responsible for overseeing the company’s accounting operations, financial reporting and internal controls. This executive leadership role will play a key part in driving financial integrity, compliance, and process improvement, develop revenue generating financial models and forecast techniques, assist with budget planning, and advise management on implementing an improved planning and reporting process. The ideal candidate will have deep understanding of U.S. GAAP, strong managerial skills, and experience leading accounting functions in a dynamic business environment. </p><p> </p><p>Major Responsibilities</p><p>·      Develop and maintain internal control policies and procedures</p><p>·      Lead, mentor and manage accounting team</p><p>·      Prepare monthly financial statements and reports</p><p>·      Support budgeting, forecasting, and long-term planning processes</p><p>·      Ensure timely processing of client invoices and cash collections</p><p>·      Assist with integrating acquisitions into ERP system</p><p>·      Balance Sheet Account Reconciliations</p><p>·      Ensure compliance with federal, state and local financial regulations and tax filings</p><p>·      Implement and improve accounting systems, processes and tools to enhance financial reporting</p>
  • 2025-12-02T16:54:14Z
Financial Planning & Analysis Manager
  • Newark, DE
  • onsite
  • Permanent
  • 149000.00 - 170640.00 USD / Yearly
  • <p>Prior -Pharmaceutical, Life Science, Medical Devices or Biologics Gene therapy experience required</p><p>Salary-$135k - $170k + Bonus</p><p>Location: Newark, DE</p><p><br></p><p>A leading biopharmaceutical company is seeking a Financial Planning & Analysis (FP& A) Manager to lead financial planning, reporting, and analytical support for its R& D portfolio. This role will partner closely with business leaders, oversee budgeting and forecasting cycles, and provide actionable insights to drive strategic decision-making. The FP& A Manager will also manage a small team of analysts while ensuring accuracy, transparency, and consistency in all financial processes. This role requires very strong technical and analytical skills including Microsoft Excel and Alteryx</p><p><br></p><p>Major Responsibilities</p><p><br></p><p>Lead financial planning, forecasting, and long-range planning activities across assigned programs and business units</p><p><br></p><p>Manage, mentor, and develop a team of FP& A analysts and senior analysts</p><p><br></p><p>Act as the primary Finance Business Partner for program and functional leadership, providing financial guidance and strategic recommendations</p><p><br></p><p>Oversee monthly and quarterly close activities, including variance analysis, actuals reporting, and performance tracking</p><p><br></p><p>Drive development and enhancement of financial models, reporting tools, and estimation templates</p><p><br></p><p>Present high-quality financial insights, dashboards, and recommendations to senior leadership and governance committees</p><p><br></p><p>Conduct advanced financial analyses (NPV, IRR, ROI, scenario modeling) to support portfolio decisions</p><p><br></p><p>Partner with cross-functional teams (R& D, Operations, HR, etc.) to align financial objectives with business strategy</p><p><br></p><p>Ensure compliance with corporate policies, financial controls, and reporting standards</p><p><br></p><p>Lead continuous improvement initiatives in financial reporting and analytics processes</p><p><br></p><p>Qualifications</p><p><br></p><p>Bachelor’s Degree in Accounting, Finance, or related discipline; MBA and/or CPA preferred</p><p><br></p><p>8–12 years of progressive experience in Finance or FP& A, with at least 2+ years in a management role</p><p><br></p><p>Industry experience in Pharma, Life Sciences, Biotech, or Healthcare strongly preferred</p><p><br></p><p>Strong leadership skills with proven ability to manage and develop high-performing teams</p><p><br></p><p>Advanced technical and analytical skills, including proficiency in Microsoft Excel and financial modeling</p><p><br></p><p>Experience with data visualization tools (Power BI, Tableau) and financial systems (Hyperion Essbase or similar) preferred</p><p><br></p><p>Excellent communication and presentation skills, with ability to influence senior stakeholders</p><p><br></p><p>Strong business acumen with experience supporting R& D or complex project-based organizations</p>
  • 2025-11-11T20:48:46Z
Trust Tax Manager
  • Wilmington, DE
  • remote
  • Permanent
  • - USD / Yearly
  • <p>We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax support, monitoring the remittance of tax payments, corresponding with internal and external tax advisors, and ensuring tax reporting 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. </p><p><br></p><p>Primary Responsibilities</p><p>·      Manage individual and corporate trust accounts</p><p>·      Assist with IRS filing systems</p><p>·      Keep abreast of all Trust rules and regulations</p><p>·      Identify and mitigate potential risk issues</p><p>·      Assist with client tax filing</p><p>·      Initiate the auditing process</p><p>·      Source and build prospect client pipeline</p><p>·      Build strong relationships with outside wealth advisors</p>
  • 2025-12-02T19:28:46Z
Accounts Payable Manager
  • Newark, DE
  • onsite
  • Permanent
  • 70000.00 - 110000.00 USD / Yearly
  • <p>Job Title: Accounts Payable (AP) Manager</p><p><br></p><p>Location: Newark, DE (Hybrid – 3 days onsite)</p><p><br></p><p>Reports To: Controller / Director of Finance</p><p><br></p><p>Salary Range: $70,000 – $110,000 per year (based on experience)</p><p><br></p><p>Overview:</p><p><br></p><p>The Accounts Payable Manager will oversee the full-cycle accounts payable function, ensuring timely, accurate, and efficient processing of vendor invoices and payments. This role is key to maintaining financial integrity, optimizing processes, and fostering positive vendor relationships while supporting the company’s cash flow objectives.</p><p><br></p><p><br></p><p><br></p><p>Major Responsibilities:</p><p><br></p><p>Lead and manage the day-to-day operations of the Accounts Payable team, including invoice processing, payment runs, and expense report administration.</p><p>Supervise, train, and mentor AP staff to promote accuracy, efficiency, and accountability.</p><p>Review and approve invoices to ensure correct coding, authorization, and adherence to company policies and GAAP standards.</p><p>Manage vendor relationships, addressing inquiries and resolving discrepancies promptly and professionally.</p><p>Oversee weekly, biweekly, or monthly payment cycles to ensure timely disbursement and optimal cash management.</p><p>Implement and maintain strong internal controls, improving processes and driving efficiency.</p><p>Reconcile AP accounts and support month-end and year-end close activities.</p><p>Collaborate with Procurement, Accounting, and FP& A teams to ensure accurate expense recording and reporting.</p><p>Support internal and external audits by preparing schedules, documentation, and responses to auditor inquiries.</p><p>Identify opportunities for process improvement, automation, and workflow optimization.</p><p><br></p><p>Qualifications:</p><p><br></p><p>Bachelor’s degree in Accounting, Finance, or related field (CPA or equivalent experience a plus).</p><p>5+ years of progressive experience in Accounts Payable, including at least 2 years in a supervisory or management role.</p><p>Strong understanding of GAAP and AP best practices.</p><p>Experience with ERP systems such as QuickBooks, SAP, Oracle, NetSuite, or Microsoft Dynamics.</p><p>Advanced Excel skills and strong analytical ability.</p><p>Excellent attention to detail, organization, and communication skills.</p><p>Ability to manage multiple priorities and deadlines in a fast-paced environment.</p><p><br></p><p><br></p><p>Preferred Skills:</p><p><br></p><p>Experience in a multi-entity or manufacturing environment.</p><p>Proven success driving automation or system improvements.</p><p>Familiarity with AP automation tools such as Concur, Tipalti, or Coupa.</p><p><br></p><p>Why Join Us:</p><p><br></p><p>Collaborative and growth-oriented finance culture.</p><p>Competitive pay and comprehensive benefits package.</p><p>Flexible hybrid schedule in a convenient Newark, DE location.</p>
  • 2025-12-02T19:28:46Z
Accounting Manager
  • Glen Mills, PA
  • onsite
  • Permanent
  • 120000.00 - 135000.00 USD / Yearly
  • <p>We have partnered with a private management firm on their search for an Accounting Manager with proven treasury experience. This candidate will be responsible for reviewing trust statements, preparing annual budgets, monitoring daily cash flow, processing and coding vendor invoices, managing the month end close process, performing general ledger analysis, and completing account reconciliations. We are looking for an Accounting Manager with a solid financial analysis skillset, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multitask while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>·      Maintain general ledger accounts</p><p>·      Invoice Processing</p><p>·      Account Reconciliation</p><p>·      Manage month-end/year-end audits</p><p>·      Monitor daily cash liquidity</p><p>·      Account Analysis</p><p>·      Spreadsheet Maintenance</p><p>·      Prepare financial statements/reports</p>
  • 2025-12-02T16:54:14Z
Controller
  • Philadelphia, PA
  • onsite
  • Permanent
  • 70000.00 - 80000.00 USD / Yearly
  • <p>Robert Half is seeking a dedicated Controller to oversee and enhance critical financial operations within our client's organization in the Philadelphia area. This Controller role requires a strategic thinker with hands-on expertise in accounting processes and the ability to lead budgeting, forecasting, and compliance efforts. The ideal candidate will play a pivotal role in ensuring the accuracy and efficiency of financial reporting and operations.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee daily accounting tasks, including general ledger management, accounts payable and receivable, payroll, and month-end closing processes.</li><li>Develop and manage budgeting strategies, forecasts, and cash flow analyses to align with organizational goals.</li><li>Prepare accurate financial reports on a monthly, quarterly, and annual basis for executive review.</li><li>Lead the accounts receivable process, including invoicing, aging reports, and proactive client collections.</li><li>Ensure compliance with financial regulations and maintain robust internal control systems.</li><li>Collaborate with external firms to coordinate tax filings and facilitate annual audits.</li><li>Identify opportunities for process improvements and implement efficient financial workflows.</li><li>Monitor key financial metrics and provide actionable insights to support business growth.</li></ul>
  • 2025-11-21T14:33:42Z
Business Analyst
  • Malvern, PA
  • onsite
  • Contract / Temporary to Hire
  • 66.50 - 77.00 USD / Hourly
  • We are looking for an experienced Business Analyst to join our team in Malvern, Pennsylvania. This Contract to permanent position is ideal for a detail-oriented individual skilled in data governance and business analysis, with strong communication and problem-solving abilities. The role offers an opportunity to work closely with stakeholders to translate complex data and business requirements into actionable solutions.<br><br>Responsibilities:<br>• Conduct thorough business requirement analysis, including use case development, gap analysis, and process mapping to identify areas for improvement.<br>• Implement and support data governance frameworks to ensure data quality and compliance.<br>• Collaborate with cross-functional teams to translate intricate business needs and data insights into practical strategies.<br>• Facilitate communication between technical and non-technical stakeholders to align project objectives.<br>• Leverage expertise in Azure, Snowflake, and other relevant platforms to enhance data-driven decision-making.<br>• Serve as a critical thinker and problem-solver, addressing challenges with innovative solutions.<br>• Maintain a strong focus on the financial services industry, ensuring relevant insights and strategies.<br>• Ensure on-site presence four days a week to foster collaboration and project success.
  • 2025-11-11T15:28:45Z
Financial Planning Analyst
  • Philadelphia, PA
  • onsite
  • Permanent
  • 60000.00 - 70000.00 USD / Yearly
  • <p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
  • 2025-11-28T13:13:34Z
External Financial Reporting Manager
  • Newark, DE
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>One of our thriving clients is looking to add an External 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 process including preparing financial statements and reports, reviewing SEC filings, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This External 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.</p><p><br></p><p>How you will make an impact</p><p>·      Generate monthly, quarterly financial reports & statements</p><p>·      Oversee SEC and FERC reporting</p><p>·      Prepare quarterly earnings communications</p><p>·      Coordinate internal and external audits</p><p>·      Build and establish strong client relationships</p><p>·      Complete trend and variance analysis</p><p>·      Perform financial forecasting</p><p>·      Monitor Compliance</p><p>·      Recommend areas for revenue generation</p><p>·      Assist with ad hoc projects</p>
  • 2025-12-02T15:27:20Z
Trust Administrator
  • Pike Creek, DE
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>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 possess excellent communication, interpersonal, and client relationship management skills.</p><p><br></p><p>Primary Responsibilities</p><p>·      Manage individual and corporate trust accounts</p><p>·      Assist with trust administrative activities</p><p>·     Keep abreast of all Trust rules and regulations</p><p>·      Identify and mitigate potential risk issues</p><p>·      Assist with database maintenance</p><p>·      Initiate the auditing process</p><p>·      Source and build prospect client pipeline</p><p>·      Build strong relationships with outside wealth advisors</p>
  • 2025-12-01T19:18:47Z
Tax Compliance Manager
  • Hockessin, DE
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>Well established investment firm seeks a Tax Compliance Manager who can oversee all aspects of their real estate investment portfolio. Primary duties for this role will consist of overseeing the corporate tax function and compliance, managing the tax team, overseeing tax filings/reporting, assisting with tax provision calculation, coordinating/reviewing the preparation of federal tax returns, create and implement strategic tax planning, manage federal/state/local tax audits, and prepare financial statement tax disclosures as needed. To be successful in this role, Tax Compliance Manager must have the ability to review and prepare complex tax returns and implement company procedures, possess strong written and verbal communications skills, and adaptability to regulatory changes and industry trends.</p><p><br></p><p>What you get to do everyday</p><p>·      Timely preparing and filing of all tax returns</p><p>·      Identify and mitigate tax risks</p><p>·      Develop tax strategies</p><p>·      Implement best practices and improvements</p><p>·      Coordinate tax audits</p><p>·      Manage and mentor members of tax team</p><p>·      Perform tax research as needed</p><p>·      Review technical tax provisions</p><p>·      Assist with gross receipts taxes</p><p>·      Track quarterly/yearly tax projections</p>
  • 2025-12-01T20:35:53Z
Executive Assistant
  • Wilmington, DE
  • onsite
  • Permanent
  • 70000.00 - 110000.00 USD / Yearly
  • Job Title: Executive Assistant to President — On-Site (Delaware)<br><br>Company: Confidential Technology & Services Company<br><br>Location: Delaware — On-site<br><br>Employment Type: Full-time, Exempt (Salary), $70,000 - $110,000/Year<br><br>Keys: 8+ years of experience providing senior executive support + Project Management, experience in technology environment a plus.<br><br><br><br>About the Role<br><br><br><br>We are seeking a seasoned Executive Assistant to support the President of a fast-moving technology and services organization. This role is a high-impact, hands-on partner to the President and will combine tactical calendar and travel management with strategic project coordination, cross-functional program oversight, and confidential communications support. You’ll translate executive priorities into clear action across the business and ensure timely follow-through.<br><br><br><br>What You’ll Do<br><br><br><br>Manage the President’s complex calendar and commitments with strategic prioritization.<br>Arrange domestic and international travel logistics and itineraries.<br>Prepare comprehensive briefing materials, meeting agendas, and decision frameworks.<br>Attend key meetings; capture decisions, action items, owners, and deadlines; and provide real-time executive summaries.<br>Serve as the President’s eyes and ears across the organization — identify trends, risks, and opportunities and proactively escalate issues with proposed solutions.<br>Maintain a centralized action tracking system and follow up to ensure commitments are completed.<br>Coordinate cross-departmental projects, especially those involving IT, engineering, platform operations, and technology partnerships.<br>Handle sensitive and confidential information with discretion and professionalism.<br><br><br>What We’re Looking For<br><br><br><br>8+ years of experience providing senior executive support.<br>Proven ability to manage complex, ambiguous situations with minimal supervision.<br>Exceptional written and verbal communication skills; able to synthesize complex information for diverse audiences.<br>Strong project/program management skills — comfortable tracking multiple initiatives and driving accountability.<br>Advanced proficiency in Microsoft Office (PowerPoint, Excel, Word).<br>Excellent organizational skills and ability to manage competing priorities.<br>Strong interpersonal presence; ability to build credibility and influence across all levels.<br><br><br>Preferred<br><br><br><br>Experience supporting a Group President, CEO, or similarly senior leader.<br>Background in financial services or technology organizations.<br>Familiarity with collaborative/productivity tools such as Slack, Jira/Shortcut, Figma, and Salesforce.<br><br><br>Why Join Us<br><br><br><br>Be a core partner to senior leadership at a technology-focused organization.<br>High-visibility role with meaningful impact on strategy and execution.<br>Collaborative, fast-paced environment where initiative and ownership are rewarded.<br><br><br>Equal Opportunity<br><br><br><br>We are an equal opportunity employer and welcome applicants from all backgrounds. Reasonable accommodations are available for candidates with disabilities.<br><br><br><br>How to Apply<br><br><br><br>Please submit your resume and a brief cover letter highlighting relevant executive support and program management experience via LinkedIn Easy Apply or to the contact method listed on this posting.
  • 2025-11-10T18:09:05Z
Accounting Manager
  • Marlton, NJ
  • onsite
  • Permanent
  • 80000.00 - 90000.00 USD / Yearly
  • <p>South Jersey healthcare provider seeks an Accounting Manager to join their team. In this Accounting Manager role, you will oversee financial reporting, accounting operations, and ensure the accuracy of financial statements. This position offers an excellent opportunity to lead a team and contribute to the financial integrity and strategic planning of the organization.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage and ensure the timely completion of monthly accounting processes to meet financial reporting deadlines.</li><li>Oversee the preparation and review of accurate financial statements, management reports, and budget variance analyses.</li><li>Maintain the integrity of financial data in the general ledger, including the review and preparation of journal entries and automated system interfaces.</li><li>Collaborate with department leaders to address financial operations issues and provide insights into performance.</li><li>Assist with the coordination of the annual budgeting process, ensuring alignment with organizational goals.</li><li>Support external auditors by preparing financial statements, workpapers, and other necessary documentation for the year-end audit.</li><li>Supervise, train, and manage accounting staff to ensure high performance and growth in attention to detail.</li><li>Oversee the reconciliation of all bank accounts, ensuring accuracy and compliance with organizational policies.</li></ul>
  • 2025-11-13T19:38:44Z
Sr. Finance Manager
  • Pennsauken, NJ
  • onsite
  • Permanent
  • 160000.00 - 185000.00 USD / Yearly
  • <p>Rapidly growing P/E firm seeks a proactive and strategic Sr. Finance Manager to focus on FP& A (budgets, forecasts, modeling). The Sr. Finance Manager will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P& L expertise, and advanced budgeting skills.</p><p><br></p><p>What you get to partake in:</p><p>·      Oversee day-to-day financial operations including general accounting, budgeting, and forecasting</p><p>·      Lead the budgeting, financial forecasting/ reporting process</p><p>·      Collaborate with internal teams to access financial performance and cost efficiency</p><p>·      Analyze financial data and prepare monthly, quarterly, annual reports</p><p>·      Coordinate with management team on profit loss analysis</p><p>·      Manage the audit process and work with external auditors as needed</p><p>·      Report on various investment analysis</p><p>·      Develop financial models and pricing strategies to support sales and margin improvement</p><p>·      Implement internal controls and financial procedures to safeguard company assets</p>
  • 2025-12-02T16:54:14Z
Compliance Administrator
  • Hockessin, DE
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • We are offering an exciting opportunity for a Compliance Administrator in the financial services industry. The selected individual will play a crucial role in the company's compliance operations, assisting the Compliance Officer in various tasks to ensure adherence to regulations and to minimize risk related to the company's business.<br><br>Responsibilities:<br>• Develop and manage a comprehensive compliance calendar <br>• Contribute to the completion of diverse regulatory filings<br>• Assist in conducting self-assessments as per the Compliance Officer's design<br>• Participate in the preparation of the annual insurance application<br>• Conduct detailed compliance monitoring reviews<br>• Compile and deliver compliance monitoring reports<br>• Aid in revising company policies and procedures<br>• Research and provide answers to compliance-related inquiries from team members<br>• Assist in responding to compliance audit and examination requests<br>• Conduct thorough reviews of customer accounts and activities<br>• Ensure clear and detail oriented communication, both internally and externally<br>• Handle additional duties as assigned within the scope of the compliance function.
  • 2025-11-11T20:39:11Z
Financial Reporting Manager/Senior Accountant
  • Wayne, PA
  • onsite
  • Permanent
  • 115000.00 - 130000.00 USD / Yearly
  • <p>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.</p><p><br></p><p>How you will make an impact</p><p>·        Generate monthly, quarterly financial reports & statements</p><p>·        Account Reconciliation </p><p>·        Prepare quarterly earnings communications</p><p>·        Coordinate internal and external audits</p><p>·        Build and establish strong client relationships</p><p>·        Complete trend and variance analysis</p><p>·        Perform financial forecasting</p><p>·        Monitor Compliance</p><p>·        Recommend areas for revenue generation</p><p>·        Assist with ad hoc projects</p>
  • 2025-11-17T20:29:25Z
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