This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill

Calculate and process fees to Donor Advised Fund accounts as directed. Prepare monthly contributions and grants reconciliations for various programs/entities. Perform ad hoc analysis of accounting transactions, operational performance, and balance sheet accounts. Assist with general ledger journal entries on a daily, weekly, and monthly basis as required. Assist with mont

LCOR is seeking a full time Investment Management Analyst to join its Investment Management team in Chesterbrook, PA. The Investment Management Analyst is primarily responsible for supporting the Investment Management Team and assisting in the day to day execution of the firm's pipeline, which includes tasks ranging from financial underwriting, internal valuation reportin

Health and Benefits Financial Senior Consultant As part of an industry leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Health Solutions business group within Aon. This is a hybrid role that can be located in any of the following offices Boston, MA; Philadelphia, PA; Raleigh, NC; Washington DC, Bal

Drive employee engagement by enabling a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Responsible for leading the relationship building efforts, efficient operations of a full service banking center and ensuring the proper training and development of the staff, in order to provide exc

Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY The No

Who you are Are you a passionate leader? Are you effective at building and fostering relationships? Do you love to bring new and innovative ideas to improve office operations? We are looking for an Operations Manager to join our regional leadership team. This role will partner with a managing director to manage the day to day operating and administrative requirements for

s for own job area to meet objectives or goals Provide direct impact on job area results through day to day tasks Work to achieve operational targets within job area Ability to influence others within the job area through explanation of facts, policies and practices Communication Communicate internally within the job area Ability to communicate with external customers, ven

Conduct monthly forecast and annual planning process Participate month end by validating financial results and collaborate with accounting team Ensure data accuracy and generate reporting package Perform variance analysis and highlight changes in the business plans Maintain financial models to help business leaders analyze and make decisions about their business segments

The Business Risk & Controls ('BRC') team is a specialist First Line team operating within the Equiniti US Shareholder Services division. This role is responsible for the oversight and implementation of the group control framework. Working in close collaboration with the products/business line along with other complimenting Business Risk & Control teams, this group will b

General information Name Tax Leader Commercial Products Posting Title Tax Leader Commercial Products Ref # 2232434 Date Published Wednesday, May 1, 2024 City Pittsburgh State Pennsylvania Country United States Job Category Tax Department Tax Office Pittsburgh PA Advertised Location US PA Pittsburgh Working time Full Time Description & Requirements As a Tax Leader, you wil

Old Republic Surety Company (ORSC) is currently seeking a Bond Manager to join its Contract Surety Team in our Pittsburgh, PA branch office . ORSC ranks among the nation's top underwriters of contractors' performance and payment bonds, miscellaneous surety, and commercial fidelity, offering thousands of types of bonds. We are growing across the country which is creating n

We are a hybrid, remote office company dedicated to growing our talent anywhere! We have onsite locations in Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX At Pathward, we take tremendous pride in our purpose to create financial inclusion for all.We area financial empowerment company that works with innovators to increase financial availability, choic

Prepare Corporate Financial Forecast Assist in the preparation of the Company's annualplan Prepareand validatevariousroutinePerformance Reportsand ad hocreports Assistindevelopment andmaintenanceofvariousEXCEL models and ACCESSdatabases Assist in maintenance oftheWorkDayfinancialplanningapplication Assist in maintenance of organizational and financial statement structures

Performs cost engineering analysis and activities. Identifies cost trends for management. Interfaces with financial accounting and project controls to integrate project control baseline cost model with actual cost accounting data. Assists and supports management in ensuring proper control, tracking and cost accounting for project financials and cost alignment with the app