Financial Planning and Analysis

• Consults on investment and insurance strategies
• Grows and retains an investment and insurance book of business
• Owns the client experience
• Acquires, expands and maintains client relationships
• Develops and implements investment and insurance strategies for clients
• Monitors financial plans and recommends changes as needed
• Coaches and educates branch staff and internal business partners

Financial Advisor

• support business and finance leaders by providing financial analysis, forecasting, planning, and strategic decision support
• develop financial forecasts
• evaluate business performance
• identify trends and key drivers
• provide executive-level reporting and presentations
• support monthly and annual planning processes
• prepare materials for senior leadership
• develop variance analyses and commentary
• conduct ad hoc financial analyses
• identify opportunities to enhance reporting and planning processes
• provide timely, transparent, and succinct financial reports
• produce timely and precise revenue, expense, and staffing forecasts
• contribute to annual budget cycle and continuous monthly forecasting
• prepare key financial forecasts, metric-driven performance dashboards, and strategic business insights for business leaders and executives
• perform on-demand analysis and generate custom reports to address specific business needs
• collaborate with the business on implementation and compliance of new accounting and regulatory standards
• facilitate audit, regulatory, and investor requests by providing timely and accurate information
• identify and address control matters; maintain sound control processes

Finance Associate

• Providing financial, operational and analytical support to operational account teams
• Critical to internal core FP&A activities: budgeting, forecasting, month end accounting close and strategic planning
• Managing key relationships with client finance and operational teams
• Ensuring a superior understanding of the economic ramifications of all business decisions
• Leading ad hoc strategic initiative-related work with other financial analyst(s)

Finance Manager

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.
• Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.
• Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
• Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.
• Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.
• Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.
• Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.
• Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.
• Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.

Senior Manager, Corporate Finance Advisory

• Develop and implement financial policies and procedures
• Oversee the company's financial planning and budgeting processes
• Conduct financial analysis and provide recommendations to management
• Manage the accounting and reporting functions, including financial statements, general ledger, and accounts payable/receivable
• Ensure compliance with financial regulations and laws
• Manage relationships with external auditors, banks, and other financial institutions
• Ensure accurate and timely financial reporting to senior management and the board of directors

Director, Finance

• Leading the design, standardization, and scaling of business operations processes across TDS, including financial planning, resource management, and business performance tracking
• Establishing and enhancing integrated planning and review processes that align priorities across functions, geographies, and business partners
• Collaborating with Finance, Capacity Management, Procurement, and other team members to ensure coordinated planning and execution against TDS objectives
• Developing and implementing frameworks, standards, and governance processes that enable consistent and efficient execution at scale
• Driving alignment across organizational boundaries, ensuring clarity of roles, responsibilities, and decision-making processes
• Translating business needs into practical, implementable solutions, and drive adoption across the organization
• Leading implementation of new processes and capabilities, including stakeholder engagement, communication, and adoption support
• Developing and applying analytics and digital solutions to improve visibility, enable high quality decision-making, and reduce reliance on manual processes
• Leading development of dashboards, reporting, and performance metrics to provide transparency into financials, resources, and operational performance
• Identifying and leading initiatives to improve efficiency, scalability, and effectiveness of business operations capabilities
• Operating effectively in a dynamic environment, balancing multiple priorities and evolving business needs

Senior Manager, Strategic Planning

• Work with existing Cetera clients.
• Assist with a broad range of needs including, but not limited to, answering questions about account balances, how to make withdrawals, transfer funds, find resources, etc.
• Provide clients with wealth management and financial planning advice.
• Grow the business through client asset consolidation, networking, and earning client referrals.

Financial Professional

• Build and maintain property-level and consolidated forecast models for use in quarterly reforecasts and annual budgeting cycles.
• Perform variance analysis and trend identification, summarizing findings for senior leadership.
• Analyze large datasets to audit financial results and ensure accuracy across systems.
• Develop cash flow projections for a portfolio of assets and provide meaningful insights on future performance.
• Support the administration of budgeting and forecasting tools, including training and guidance for Asset Management teams.
• Recommend process improvements and automation techniques to increase team efficiency.
• Gain proficiency in multiple financial systems and provide support and troubleshooting as needed.
• Collaborate with internal teams to ensure alignment across financial planning, asset strategy, and operational execution.
• Assist in preparing financial presentations and reports for senior management.
• Perform special ad-hoc analyses and projects as assigned.

Associate, Financial Planning and Analysis

• Providing Competitive Intelligence (CI) leadership by deeply understanding the external healthcare environment and our company's internal business
• Utilizing business and competitive intelligence to provide unbiased and fact-based competitive insights, benchmarking, and recommendations for commercialization strategies, portfolio prioritization, clinical development/research strategies, and Business Development initiatives
• Partnering with discovery and clinical colleagues to shape research programs
• Analyzing select competitor activities through strategic assessments, such as market situation analysis, strategic forecasting, and operational benchmarking
• Monitoring and benchmarking strategic plans and insights into our company's competitors, providing early warning for potential threats and opportunities
• Maintaining a comprehensive understanding of relevant healthcare environment matters, including policy, regulatory, and health technology
• Developing a global internal network of subject matter experts to share intelligence and support strategic activities
• Supporting the design and execution of competitive planning initiatives for products subject to significant competitive events
• Ensuring the effective implementation and integrity of all competitive and business intelligence activities
• Applying ethical and legal standards to all competitive intelligence activities

Director, Strategic Planning

• Performs technical, support, requirements development, design review and testing support for day-to-day processing as well as system upgrades and new project and product initiatives
• Provides technical support for Business Operations and Product Development teams through consultative, technical and development expertise
• Identifies and understands the impact of potential changes to the various business application systems with regard to workflow and throughput performance (system and technical) as needed
• Develops effective test plans to ensure potential change(s) do not result in any internal or external customer issues
• Communicates project progress, findings, and any significant issues to leadership
• May lead or participate in project teams developing business requirements for future operational or application enhancements

Payment Services Consultant, Level 3 Support

• Directing strategic financial analysis and reporting
• Leading the development and execution of the annual budget and periodic forecasting cycles
• Communicating complex financial information effectively to the executive team and board members
• Overseeing special finance projects
• Guiding comprehensive economic evaluations for investment decisions
• Analyzing financial trends and advising on their implications for business strategy and policy
• Partnering with various departments to deliver cohesive financial results and actionable insights
• Cultivating a team of finance professionals

Director, Residential Revenue FP&A

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Coach and advise business leaders.
• Activate and Execute on Strategies (policies & programs) launched by COE teams.
• Lead Organizational Design & Strategic Workforce Planning.
• Advise on policies and programs launched by COE teams.
• Own the global HR strategy and talent agenda for the function, ensuring alignment to enterprise priorities, financial performance objectives, and workforce outcomes.
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations on organization design, talent strategy, leadership capability, and workforce planning.
• Drive organization effectiveness across the function, including org design, operating model evolution, spans and layers optimization, and team effectiveness.
• Partner closely with Talent Acquisition, Total Rewards, and COEs to design and deploy integrated talent solutions that attract, retain, and develop high-performing Finance talent.
• Lead workforce planning and analytics efforts, translating business strategy into actionable hiring, development, and reskilling plans.
• Drive continuous improvement and transformation of HR processes, tools, and governance to enhance effectiveness, scalability, and employee experience within Finance.
• Oversee employee relations, engagement strategies, and change management initiatives to support business transformation and maintain a high-performing culture.
• Monitor external market trends (talent, capability, and operating models within Finance) and translate insights into forward-looking HR strategies.
• Set the HR communications strategy for Finance, ensuring clarity, consistency, and alignment of key talent initiatives and business priorities.
• Lead cross-functional partnership with Finance leadership, COEs (Talent Management, Total Rewards, Talent Acquisition), and other HR partners to deliver integrated, high-quality outcomes.
• Build, lead, coach, and develop a high-performing HR team , setting clear priorities and driving strong execution and stakeholder partnership.

Director, HR, Finance & Legal – Orthopedics

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Coach and advise business leaders.
• Activate and Execute on Strategies (policies & programs) launched by COE teams.
• Lead Organizational Design & Strategic Workforce Planning.
• Advise on policies and programs launched by COE teams.
• Own the global HR strategy and talent agenda for the function, ensuring alignment to enterprise priorities, financial performance objectives, and workforce outcomes.
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations on organization design, talent strategy, leadership capability, and workforce planning.
• Drive organization effectiveness across the function, including org design, operating model evolution, spans and layers optimization, and team effectiveness.
• Partner closely with Talent Acquisition, Total Rewards, and COEs to design and deploy integrated talent solutions that attract, retain, and develop high-performing Finance talent.
• Lead workforce planning and analytics efforts, translating business strategy into actionable hiring, development, and reskilling plans.
• Drive continuous improvement and transformation of HR processes, tools, and governance to enhance effectiveness, scalability, and employee experience within Finance.
• Oversee employee relations, engagement strategies, and change management initiatives to support business transformation and maintain a high-performing culture.
• Monitor external market trends (talent, capability, and operating models within Finance) and translate insights into forward-looking HR strategies.
• Set the HR communications strategy for Finance, ensuring clarity, consistency, and alignment of key talent initiatives and business priorities.
• Lead cross-functional partnership with Finance leadership, COEs (Talent Management, Total Rewards, Talent Acquisition), and other HR partners to deliver integrated, high-quality outcomes.
• Build, lead, coach, and develop a high-performing HR team, setting clear priorities and driving strong execution and stakeholder partnership.

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations.
• Drive organization effectiveness across the function.
• Build, lead, coach, and develop a high-performing HR team.

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - assembling bottoms-up data, reconciling against tops-down forecasts, and surfacing risks and opportunities for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership

Manager, Commercial Finance

• Develop the vital competencies and experiences needed for a career as a Finance leader
• Complete four, six-month rotational assignments providing strategic direction while gaining proficiency with diverse functional areas, business units, and regions
• Participate in formal development sessions and receive dedicated Executive Mentorship
• Network with outstanding LDP alumni
• Collaborate across businesses, functions, and locations

Finance Leadership Development Program

• The Director of Finance serves as both an operational finance leader and the firm's primary subject matter expert for financial systems, workflows, and accounting processes.
• Ensure that financial operations, technology, and internal controls work together effectively to support the firm's continued growth and operational excellence.
• Accounting Operations – Act as the primary resource for accounting workflows, system functionality, financial data, transaction processing.
• Oversee all accounting operations, including general ledger, accounts payable, payroll, expense reimbursements, trust accounting, cash application, and account reconciliations.
• Manage the monthly close process and maintain accounting policies, procedures, internal controls.
• Oversee accounts payable function, ensuring compliance with firm policies, and review escalated reimbursement issues.
• Manage the corporate credit card program.
• Review semi-monthly payroll and oversee client trust accounting activities.
• Manage annual renewal requirements for business licenses, registrations, and other filings.
• Serve as administrator for the firm’s online banking platforms and manage treasury functions.
• Evaluate and improve accounting workflows, implement new technologies, create standard operating procedures and training materials.
• Directly manage team members, establish performance expectations, and promote accountability.

Director of Finance

• Support Finance & Operations value creation initiatives across the portfolio
• Partner with CFOs and management teams to identify opportunities to improve growth, profitability, cash flow, and operational performance
• Develop financial analyses, business cases, reporting frameworks, and actionable recommendations
• Drive execution of operational improvement and transformation initiatives
• Support strategic initiatives and special projects across portfolio companies

Senior Associate, Finance & Operations

• Lead strategy, delivery, and ongoing optimization of Supply Chain Finance, ensuring alignment with business objectives and IT standards.
• Own and support Intercompany financial processes and system integrations, including eliminations, transfer pricing support, and cross‑entity transactions.
• Lead solution architecture and design for SAP S/4HANA Supply Chain Finance capabilities, including Intercompany, Product Costing, Material Ledger, Inventory Valuation, Manufacturing Finance, Profitability Analysis, and Financial Planning processes.
• Partner with Finance, Manufacturing, Planning, and Supply Chain leaders to translate business requirements into scalable SAP S/4 solutions and integrated business processes.
• Provide technical leadership to project teams, system integrators, and offshore delivery partners, ensuring solution quality, design consistency, and successful delivery.
• Ensure systems meet SOX, audit, and data governance requirements, maintaining strong controls and documentation.
• Lead and develop a team of IT professionals and managed service partners, fostering high performance and accountability.
• Collaborate with enterprise architecture and cybersecurity teams to ensure solutions are secure, reliable, and future‑ready.

Financial Planning and Analysis jobs in Pennsylvania

See all jobs on JobTailor

Financial Advisor

Finance Associate

Finance Manager

Senior Manager, Corporate Finance Advisory

Director, Finance

Senior Manager, Strategic Planning

Senior Manager, Strategic Planning

Financial Professional

Associate, Financial Planning and Analysis

Director, Strategic Planning

Payment Services Consultant, Level 3 Support

Director, Residential Revenue FP&A

Director, HR, Finance & Legal – Orthopedics

Director, HR, Finance & Legal – Orthopedics

Director, HR, Finance & Legal – Orthopedics

Manager, Commercial Finance

Finance Leadership Development Program

Director of Finance

Senior Associate, Finance & Operations

Senior Technology Manager, Supply Chain Finance