1201 Analyst Role jobs in Ambler

AND RESPONSIBILITIES include, but are not limited, to the following:Collaborate with stakeholders across departments to collect and validate financial data. Leverage Excel and Power BI to conduct detailed financial analysis to support planning, fore Financial Analyst, Financial, Analyst, Banking, Skills

Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical, and business professionals across all disciplines. Today at Penn Medicine, someone will make a breakthrough. Someone will heal a heart, deliver hopeful news, and give comfort and reassurance. Our employees shape our future each day. Are you living your life's work?

The Financial Analyst is responsible for processing AP and purchasing requests, CER creation and reconciliation of capital balances and month end close entry preparation with review. The Financial Analyst has a great understanding of the Capital and Operating budgets as it relates to coding. The Financial Analyst mainly communicates with managers and vendors for purchasing.

Provides financial support to CPUP leadership, CPUP Departments and the Health System; Actively supports the Director of CPUP Financial Planning & Systems and CFO in the strategic and financial planning for the system; Provides appropriate internal controls and stewardship of assets; Responsible for the financial analysis activities delineated below in an efficient, customer-focused service manner.

Preparation of month end closing entries and review of entries prepared by Corp Finance; Ability to provide analysis and Reclass entries for closing; Creation of Capital Expenditure Requests; Ability to cover other financial analyst and coordinator workload in their absence; Processing of RTP's for capital and routine purchasing; Assisting in building the personnel schedule for the budget cycle; Processing of invoices; Tracking of equipment refresh statistics; Performs duties in accordance with Penn Medicine and entity values, policies, and procedures; Other duties as assigned to support the unit, department, entity, and health system organization.

Assists Finance Manager and departments in the development and implementation of financial and other operational systems/standards in a coordinated and efficient manner; In coordination with CPUP Entity financial personnel, compile financial information and perform analyses as needed; Develop and maintain templates associated with analysis, along with instructions. Assist in the development and implement decision support systems; Assist in the preparation of annual operating and statistical budget, including Budget Package and Funds Flow package preparation; Performs routine tasks associated with the monthly close; Assist Finance Manager with monthly, quarterly, and annual updates to Hyperion Reports, Business Objects Reports, and Excel add-in Reports; Performs routine maintenance with respect to CPUP Financial Systems including but not limited to: Lawson activity numbers, Hyperion Essbase metadata, Assist in development and maintenance of financial reporting tools including Hyperion Reports, Lawson/Infor System, Excel add-in Reports, and Business Objects (data warehouse software).

Ability to use Microsoft Office (Excel, Power Point, Word); Must be attentive to detail; Ability to multi-task; Able to deliver clear and concise presentations to varied audiences; Ability to effectively present information and respond to questions from peers and management; Knowledge of monthly financial statement closing processes including variance and flux analyses; Strong critical thinking, analytic, and problem-solving skills; Strong communication and interpersonal skills; Excellent organization, strong motivation, and the ability to manage multiple tasks; Ability to work independently and effectively with prudent judgment and discretion at all times; Experience with databases and data visualization platforms (Tableau, Microsoft Power BI) a plus; Experience with Oracle Hyperion Essbase / Planning / Reports a plus; Experience in working with Finance/Accounting systems a plus; Infor Financials preferred.

Bachelor's Degree in accounting and finance REQUIRED; 2+ Years experience in accounting and finance REQUIRED.

We believe that the best care for our patients starts with the best care for our employees. Our employee benefits programs help our employees get healthy and stay healthy. We offer a comprehensive compensation and benefits program that includes one of the finest prepaid tuition assistance programs in the region. Penn Medicine employees are actively engaged and committed to our mission. Together we will continue to make medical advances that help people live longer, healthier lives. Live Your Life's Work We are an Equal Opportunity employer. Candidates are considered for employment without regard to race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, familial status, genetic information, domestic or sexual violence victim status, citizenship status, military status, status as a protected veteran or any other status protected by applicable law.

We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings-and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.

Position Summary:

ParetoHealth is seeking a detail-oriented and analytical Financial Planning & Reporting Analyst to join our growing Finance team. This role will support the financial reporting & planning functions, playing a key role in budgeting, forecasting, and investor reporting, reporting to Senior Financial Reporting Manager. This is a great opportunity for an early-career finance professional looking to deepen their experience in a dynamic, high-growth environment.

Key Responsibilities:

Financial Planning & Analysis:

• Support the development of the annual operating plan and monthly forecasts across all departments
• Perform variance analysis of actuals versus budget/forecast and provide insights on business performance
• Partner with functional leaders to understand cost drivers and help identify efficiencies and risks

• Prepare monthly, quarterly, and ad hoc reporting packages for management and investors
• Assist in the preparation of board materials, investor updates, and performance commentaries
• Maintain and improve reporting templates and standard processes for timely and accurate outputs

• Own data integrity and consistency across financial models, planning systems, and reporting files
• Work with Accounting, People, and other cross-functional teams to reconcile financial data and ensure accurate reporting
• Contribute to automation and improvement of FP&A processes, tools, and templates

• Support Sales Commission Modeling and other projects to support Accounting & Payroll
• Assist in financial modeling for special projects, such as new initiatives and strategic investments
• Support the implementation of new planning/reporting systems and process improvements

• Bachelor's degree in Finance, Accounting, Economics, or other related field
• At least 2 year's experience in financial reporting, financial planning, investment banking, or other similar role
• Strong technical capability with in finance & accounting tools (i.e., Excel), with preference for BI experience (e.g., Tableau, Power BI) and Financial Planning Tools (e.g., Adaptive Insights, Anaplan)
• Excellent attention-to-detail and analytical capabilities, with ability to spot potential opportunities or challenges in data & reporting
• Strong project management & coordination experience
• Clear & effective communication & collaboration style, with business partners from multiple functions & teams

• Provide financial analysis and data compilation to Silicate commercial and operations teams.
• Support the site operations managers and the operations leadership team.
• Support Accounting Manager in weekly, monthly, year-to-date; annual reporting and provide support to the volume, sales and contribution margin monthly forecasting and annual budget processes and month-end book closing tasks.
• Promote financial best practices and efficiency in processes; continuously identify and implement opportunities to improve.
• Support the quarterly and annual audit processes through audit schedules and analysis of results, inventory, costs, customer trends or other key business factors.
• Ensure that an effective control environment is maintained through compliance with both internal and external standards (SOX).
• Work with the Finance Manager and the key stakeholder to support ad hoc analyses.

• Bachelor's degree in accounting or finance
• Strong Microsoft Excel expertise and modeling skills
• Experience with financial accounting software; SAP strongly preferred
• Strong knowledge of Generally Accepted Accounting Principles (GAAP)
• Sarbanes Oxley experience

• Ability to work independently, self-motivated, detail oriented, prioritize and attain deliverables
• Excellent interpersonal and communication skills and ability to work well within the finance team and across the business unit
• Ability to interact effectively with stakeholders at all levels, maintaining the highest level of integrity and with a service attitude
• Ability to exercise sound judgment and take initiative in resolving problems and making recommendations
• Strong organizational skills. Ability to organize complex projects, manage multiple tasks, and meet established deadlines

• Bachelor's degree in accounting or finance
• Strong Microsoft Excel expertise and modeling skills
• Experience with financial accounting software; SAP strongly preferred
• Strong knowledge of Generally Accepted Accounting Principles (GAAP)
• Sarbanes Oxley experience

• Provide financial analysis and data compilation to Silicate commercial and operations teams.
• Support the site operations managers and the operations leadership team.
• Support Accounting Manager in weekly, monthly, year-to-date; annual reporting and provide support to the volume, sales and contribution margin monthly forecasting and annual budget processes month-end book closing tasks.
• Promote financial best practices and efficiency in processes; continuously identify and implement opportunities to improve.
• Support the quarterly and annual audit processes through audit schedules and analysis of results, inventory, costs, customer trends or other key business factors.
• Ensure effective control environment maintained through compliance with internal and external standards (SOX).
• Work with the Finance Manager and the key stakeholder to support ad hoc analyses.

The primary role of the Financial Analyst is to work with the Account Teams on assigned cases, providing financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses.

Essential duties and responsibilities include, but are not limited to the following:

• Perform underwriting, financial, and risk analysis support for internal sales teams and their respective consulting clients;
• Prepare plan design and financial analysis for existing and prospective customers by utilizing modeling tools and various reporting techniques;
• Responsible for clients' benefits marketing process, such as: data acquisition, request for proposal (RFP) preparation, vendor question resolution, proposal review and analysis, and client exhibit and presentation preparation;
• Perform the analysis and negotiation of rates and plan options with insurers on behalf of clients to secure optimal, cost-competitive benefit plans;
• Validate renewals and proposals for accuracy;
• Provide the definition of clients' employee contribution modeling and strategies;
• Assist with the evaluation, determination and recommendation of alternative coverage, pricing options, and plan design changes based on economic analysis of available plan elements related to client goals;
• Perform various reporting for plan change evaluations, budget and reserve calculations, and other on-going reviews;
• Participate in prospective client data analysis and presentations;
• Participate in special underwriting projects as needed;
• Maintain quality service standards and organization to assure timely service to MMA team;
• Research and remain abreast of the dynamic, competitive insurance environment, new and complex insurance projects, appropriate underwriting techniques and constantly changing legislation that governs business.

Knowledge, skills and abilities:

• Strong organizational, analytical skills and strong attention to detail;
• Excellent troubleshooting, decision making and problem solving skills;
• Must have strong negotiation and persuasion skills.
• Must be a goal oriented self-starter
• Solid interpersonal, verbal and written communication skills;
• Ability to work well independently and as a team member;
• Ability to multitask and successfully operate in a fast-paced work environment;
• Ability to prioritize projects and meet deadlines;
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards;
• Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts;
• Proficiency in Microsoft Office Suite, including MS Word (intermediate), Excel (advanced) and Access (intermediate).
• Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management;
• Aptitude for learning internal systems, applications and internal work flow of the department;
• Must be able to effectively interact and deal with people at all levels inside and outside of the company

Physical demands and work environment:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is:
• Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
• Occasionally required to stand and walk;
• Extensive use of computer and keyboard and viewing of computer screen is required;
• Specific vision abilities required by this job include vision, and ability to adjust focus.
• Other working conditions are normal for an office environment.

Work location:

• Work is typically performed either on site at MMA East's Conshohocken, PA office, or at various customer/MMA locations as required.

The applicable base salary range for this role is $60,700 to $96,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting

Our client in the financial industry is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the Finance department supporting ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis. The ideal candidate will have strong analytical skills, attention to detail, and experience with SAP PA module. Job Title: Financial Analyst Location: Philadelphia, PA Pay Range: $85,000 - $95,000

Provide technical and analytical support to ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis. Serve as the power user (in conjunction with the FP&A Manager) for the SAP PA module. Assist with the development and maintenance of financial models and reports. Collaborate with cross-functional teams to identify and implement process improvements. Prepare ad-hoc analysis and reports as needed.

Bachelor's degree in Finance, Accounting, or related field. 3+ years of experience in financial analysis or related field. Strong analytical skills and attention to detail. Experience with SAP PA module. Excellent communication and interpersonal skills.

Competitive salary and benefits package. 85-95K annually. Opportunity to work with a dynamic and collaborative team. Professional development and growth opportunities. Work-life balance and flexible schedule. Opportunity to make a meaningful impact on the organization.

If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!

About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands Manpower, Experis, Talent Solutions, and Jefferson Wells creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent. ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.

We are seeking a Financial Analyst to join our financial team. The candidate will play a pivotal role in supporting our companys pricing and revenue management strategies and understanding the product cost structure and identifying cost-saving opportunities for our manufacturing facility. This position offers a unique opportunity to gain experience and contribute to key financial decisions within our organization.

Responsibilities:

1. Performs monthly and quarterly detailed analysis of sales, synthesizing findings into relevant trends and correlations and assists in the construction and implementation of solutions that drive revenue and margin optimization.
2. Actively participates in the development of customer pricing strategies and tactics for special markets accounts.
3. Collaborates with Sales and Finance and other teams to ensure timely and effective on-boarding, set-up and maintenance of required pricing rules in consistent alignment with commercial contracted commitments.
4. Participates in quantification and impact analysis of existing or proposed pricing policies, procedures and governance frameworks.
5. Fields and resolves inquiries related to pricing, dealer rebates, and customer eligibility.
6. Conducts financial analysis for deal structures inclusive of but not limited to special markets pricing, free goods analysis and samples.
7. Assesses issues related to invoicing, customer setup, pricing or supply issues and determines appropriate solutions.
8. Gathers and analyzes the financial data to understand product cost structure and provides insight into direct overhead / labor and indirect costs.
9. Monitors purchase price variances, investigating significant discrepancies, and preparing detailed reports for review by senior management.
10. Identifies cost-saving opportunities by conducting detailed cost analyses and suggesting strategies to optimize resources and minimize costs.
11. Collaborates with the procurement department to understand supplier contracts and their impact on costs.
12. Documents processes and procedures.
13. Performs any related duties as assigned.

Qualifications:

1. Bachelor's degree in Finance, Accounting, or related field.
2. A solid mix of understanding of product cost structure, cost analysis, and overall financial analysis.
3. Excellent knowledge of Microsoft Office applications such as Word and Power Point with advanced proficiency specifically with Excel.
4. PowerBI, Tableau or other data visualization software experience preferred.
5. Excellent analytical skills with an ability to focus on details.
6. Strong communication and presentation skills.

Entry level

Full-time

Finance and Sales

Medical Equipment Manufacturing

We are seeking a dynamic and analytical Financial Analyst to join our client's growing team in a highly visible role that partners directly with business segments. This position is ideal for someone with a strong accounting foundation who thrives in a collaborative environment and is eager to contribute to budgeting, forecasting, and strategic financial planning.

Key Responsibilities

• Serve as a business partner to various segments of the company, providing financial insights and support.
• Lead and support budgeting and forecasting processes.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Collaborate with cross-functional teams to ensure financial alignment with operational goals.
• Prepare and present financial reports to senior leadership.
• Report into the Controller

Qualifications

• Bachelors degree in Accounting, Finance, or a related field.
• Solid foundation in accounting principles and financial analysis.
• Experience in a manufacturing or industrial environment is preferred.
• Strong communication skills and the ability to work effectively with senior leadership.
• Proficiency in financial modeling and reporting tools.

Why Work Here

• Be part of a global, publicly traded company with a strong market presence.
• Enjoy a highly visible role with exposure to senior leadership and strategic decision-making.
• Hybrid work model offering flexibility and work-life balance.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Accounting/Auditing
• Industries Accounting and Manufacturing

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