Top Finance Jobs in Philadelphia, PA
Perpay is looking for a Vice President of Finance to lead the financial strategies and initiatives of the company. The role involves developing and executing financial strategies, managing capital markets and fundraising efforts, conducting financial analysis and reporting, and enhancing operational efficiency in financial processes.
The Financial Advisor Assistant will support the team with new client onboarding, client relationship management, preparing client reviews, assisting with financial plans, and understanding industry and product knowledge. Responsibilities include ensuring completion of paperwork, maintaining client records, and coordinating communications with clients and advisors.
As a Financial Advisor, you will manage client relationships and assist senior advisors while engaging clients in the financial planning process. Responsibilities include preparing annual reviews, sourcing and closing prospective clients, analyzing investments, and maintaining compliance while collaborating with the advisory team.
The Managing Director - Tax will advise clients on tax implications and ensure compliance with tax laws. Responsibilities include managing ASC 740 tax accounting projects, preparing financial disclosures, and helping to grow Centri's Tax Advisory practice through strategic planning and execution.
The Director of Accounting Advisory will lead accounting advisory services, focusing on IPO and M&A readiness, SEC compliance, and financial reporting. Responsibilities include overseeing financial statement preparation, managing client communications, and leading multiple engagement teams to ensure project goals are met. Strong coaching and team management skills are essential for mentoring staff and building client relationships.
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The Accounting Manager will oversee daily accounting tasks, manage accounts receivable and payable, prepare journal entries, conduct reconciliations, assist with audits, and support the Development Team. The role requires independent work, multitasking, and meeting deadlines in line with the month-end close calendar.
This role involves financial leadership as a partner to the Pre-clinical Sciences group in R&D, focusing on financial planning, decision support, financial management, and governance. Responsibilities include managing a £130m budget, providing strategic analysis, and improving processes and simplifications within the group.
The Senior Investment Associate is responsible for coordinating the setup of investment products, managing communications with stakeholders, and ensuring the effective onboarding of plans onto the Vestwell platform. This role involves working closely with sales teams, custody partners, and investment advisors to manage operational oversight in investment management.
The Financial Solutions Advisor at Bank of America is responsible for providing tailored financial and investment advice to clients. Key duties include developing financial plans, recommending banking and brokerage products, managing client leads, and ensuring compliance with regulatory requirements, including the SAFE Act. The role emphasizes relationship-building and effective risk management in financial decision-making.
The Merrill Financial Solutions Advisor works with high-net worth clients to identify their financial needs, develop relationships, and provide tailored investment recommendations. They leverage technology for business growth, prioritize client requests, and collaborate with financial advisor teams to meet financial targets and promote portfolio growth.
The Tax Accountant III is responsible for preparing federal, state, and local income tax returns, conducting tax provision analyses, and maintaining tax technology. This role includes preparing tax payment calculations, managing tax calendars, documenting tax policies, collaborating with external tax advisors, and participating in cross-functional projects.
The Manager, Consolidations & Financial Reporting oversees the monthly and quarterly consolidation of financial statements, ensuring data integrity and timely reporting. This role includes SEC reporting responsibilities, collaboration with various internal teams, and the establishment of standard operating procedures. The Manager acts as a key resource for the Finance organization, driving effective financial reporting practices and identifying enhancements in reporting applications.
As a Financial Controller, you will manage the company's accounting operations, ensuring compliance and preparing accurate financial reports. Responsibilities include daily payment posting, bank reconciliations, revenue reporting, and coordinating audits. The role requires presenting financial data to senior executives and involves strategic decision-making processes to support company growth.
Top Companies in Philadelphia, PA Hiring Finance Roles
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