305 Financial Analysts jobs in Philadelphia
Financial Planning Analyst

Posted 11 days ago
Job Viewed
Job Description
We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.
Responsibilities:
- Compile reports on portfolio performance on a regular basis
- Monitor and update client asset allocations
- Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
- Prepare and coordinate materials for client meetings
- Compile quarterly tax projections
- Handle account creation and maintenance
- Manage money movement including wire transfers and journals
- Maintain and update the database regularly
- Conduct ad hoc project management
- Assist in portfolio performance updates
- Provide operational functions to support the Partners and their team.
Skills:
- Annual Financial Plan
- Financial Planning
- Financial Reconciliation
- Financial Services
- Personal Financial Specialist
Requirements - Possession of a minimum of one year of experience in financial planning or related roles
- Proficiency in creating and managing annual financial plans
- Demonstrated ability in conducting financial reconciliation
- Prior experience in the financial services sector
- Certification or relevant experience as a Personal Financial Specialist
- Exceptional analytical skills and attention to detail
- Strong communication and presentation skills
- Proficiency in using financial software and Microsoft Office Suite
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Accounting, or related field is preferred
- Strong ethical standards and integrity in handling financial data.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Analyst, Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Reporting to the Senior Manager of Financial Planning & Analysis, you will support the overall business and financial planning and budgeting processes for AMETEK.
HOW YOU WILL MAKE AN IMPACT:
- Provide analytical, forecasting, reporting, and project support to senior management.
- Produce monthly reports, which include key metrics, financial results, and variance reporting.
- Support the annual budget, operating reviews, and strategic planning process.
- Identify opportunities for performance improvement across the organization.
- Support monthly, quarterly, and annual closing process.
- Assist operating units with reporting requirements.
- Provide ad hoc support, analysis and guidance to cross functional teams as required.
WHAT YOU WILL BRING TO THE ROLE:
- Bachelors degree in finance, accounting, or related field; CPA or CMA a plus.
- 2-4 years of relevant experience in corporate finance, financial planning & analysis, or other related fields.
- Strong working knowledge of Excel and experience working with Hyperion Financial Management system.
- Excellent analytical, communication, decision-making, and problem-solving skills.
- Attention to accuracy and detail required.
#LI-BLM
About the companyAMETEK, Inc. is an American multinational conglomerate and global designer and manufacturer of electronic instruments and electromechanical devices with headquarters in the United States and over 220 sites worldwide.
NoticeTalentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at or 407-000-000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
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#J-18808-LjbffrAdvisor, Financial Planning & Analysis

Posted 11 days ago
Job Viewed
Job Description
Finance business partner for supply chain service offering.
Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as necessary.
**_Responsibilities_**
+ Business partner to business operations director(s)
+ Own monthly results analysis, focused on volume, rate, mix analysis
+ Build cross functional businesses cases / deal models
+ Support customer facing conversations to educate and problem solve
+ Partner with accounting and core cross functional teams
+ Revamp reporting and business story telling mechanisms
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
+ Intermediate/Advanced Microsoft Excel skills preferred
+ Business partnering and strong communication skills preferred
+ Data visualization and querying complex data a plus
+ Experience with SAP a plus
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Senior Financial Planning and Analysis, Analyst
Posted today
Job Viewed
Job Description
Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.
Position Summary:
This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.
This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.
Essential Functions and Job Responsibilities:
- Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
- Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
- Develop reports and views of data to develop assumptions that drive our analytical models.
- Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
- Sales to Margin partner with commercial teams to drive management of sales to margin.
- Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
- Proactively drive ad hoc strategic and operational analyses or projects.
- Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
- Ensure accuracy and consistency of data views.
Experience Requirements:
- B.S. Degree in Finance, MBA a plus
- 5+ years FPA experience
- Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
- Strong communication (verbal and written) and presentation skills.
- Must have strong excel skills.
- Ability to build strong cross functional relationships within an organization.
- Team player with the ability to work independently, proactively, and effectively under pressure.
- Strong financial modeling and analytical skills
- Ability to work in a dynamic environment.
EPIIC Values:
All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards.
Excellence: We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude.
Passion: We love what we do. Our energy inspires, engages, and motivates others.
Innovation: Our ideas set us apart. We are curious and bold and challenge traditional ways of working.
Integrity: We are open, honest, and transparent. We do the right thing with courage and understanding.
Collaboration: We are better together. We actively seek the participation of others to achieve greater outcomes.
About Us:
Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80's as Physician Detailing Inc., or in the 00's as part of Publicis Health, the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.
Our people-driven, tech-enabled DNA fuels everything we do. Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision across all business shapes, sizes + specialties.
We are on a mission to improve patient outcomes through executional excellence enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else.
Our Diversity Policy:
We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities.
Financial Planning and Analysis Manager
Posted 10 days ago
Job Viewed
Job Description
We are looking for an experienced Financial Planning and Analysis (FP& A) Manager to join our client's team in the Lansdale, Pennsylvania area. This role focuses on overseeing the financial planning and analytics for supply chain and logistics operations within a dynamic manufacturing environment. The ideal candidate will excel at providing strategic insights that drive cost optimization, operational efficiency, and financial performance.
Responsibilities:
- Lead the development and execution of budgets, financial models, and long-term financial plans for supply chain operations.
- Collaborate with supply chain leaders to align financial forecasts with operational objectives and industry trends.
- Analyze supply chain costs, identify variances, and recommend strategies for improving efficiency and profitability.
- Deliver actionable insights on key cost drivers, such as freight, warehousing, and inventory expenses.
- Conduct ad-hoc financial analyses and scenario planning to support decision-making processes.
- Enhance financial forecasting processes by implementing automation and improving accuracy.
- Ensure compliance with corporate policies and perform risk assessments related to supply chain finance.
- Partner with cross-functional teams to drive process improvements and support organizational goals.
- Prepare and present detailed financial reports to stakeholders, translating complex data into actionable recommendations.
- Monitor key performance indicators and provide real-time analytics on supply chain operations.
Requirements - Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
- At least 5 years of experience in Financial Planning and Analysis (FP& A), specifically within supply chain, logistics, or manufacturing.
- Advanced skills in financial modeling, forecasting, and analysis.
- Proficiency in Microsoft Excel, ERP systems (e.g., SAP, Oracle), and data visualization tools like Tableau or Power BI.
- Strong analytical and strategic thinking abilities.
- Excellent communication and interpersonal skills to collaborate effectively with non-financial stakeholders.
- Ability to identify cost drivers and recommend actionable solutions to enhance profitability.
- Knowledge of supply chain logistics and operations.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Advisor, Financial Planning & Analysis - Supply Chain

Posted 11 days ago
Job Viewed
Job Description
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Support Global Supply Chain and Operations team in achieving financial goals, managing key initiatives, and partnering cross-functionally
+ Responsible for supporting a complex portfolio of replenishment and distribution centers across North America, partnering with site leaders to understand performance and drive operational results
+ Responsible for Financial Reporting, Planning and Analysis, Monthly forecast, Long-Range planning (Annual Budget) and Monthly results reporting and analytics
+ Assist in driving month-end close responsibilities
+ Develop analytics and ad-hoc analysis to support Inventory and Tangible Capital, Capital Expenditures, and Transportation
+ May contribute to the development of policies and procedures
+ Completes work independently; receives general guidance on new projects
+ Works cross functionally across various levels of leadership to clearly articulate financial performance in partnership with operational metrics
**_Qualifications_**
+ Bachelor's degree in finance or related field preferred, or equivalent work experience preferred
+ 4-8 years of experience preferred
+ SAP knowledge preferred
+ Strong technical skills in Excel, Power BI, and Tableau preferred
+ Strong communication and analytical skills
+ Experience in supply chain or related field preferred but not required
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Actuary, Annuity Financial Planning & Analysis Reinsurance

Posted 11 days ago
Job Viewed
Job Description
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74759
**The Role at a Glance**
As an Actuary on the Annuity Financial Planning and Analysis team, you will play a critical role in understanding, analyzing, and communicating the impact of reinsurance on Annuity's financial results. This position will provide subject matter expertise and direction on complex projects/initiatives including reinsurance transactions, reporting, and evolving our capabilities and analytical tools.
**What you'll be doing**
**General**
-Develop knowledge and expertise around existing Annuity reinsurance treaties, both internal and external
-Provide Finance support for exploration of new reinsurance treaties impacting the Annuities business
**Data and Reporting**
-Understand how reinsurance data flows from admin systems to settlements
-Provide oversight for the reporting that feeds reinsurance settlements for all Annuity reinsurance treaties
-As changes are made to treaties, partner with Annuity Reinsurance, Reinsurance Accounting, Valuation, and MRM to ensure that changes are made accurately to admin systems, data feeds, and reports
-Facilitate transition of reinsurance reporting to AnnuityHQ
**FP&A**
-Understand how reinsurance activity flows from settlements to ledger and to financial statements
-Assist in quarterly earnings analysis, with a focus on LPINE and LNBAR entities
-Work across teams to calculate new business capital strain for reinsured business
-Leverage reinsurance expertise to assist in the forecast of free cash flow and GAAP earnings as well as in long-term financial plan
**Strategic projects**
-Provide support for strategic projects, key business initiatives and new reinsurance activities
-Analyze financial impacts of potential reinsurance activities
-Work across teams to meet data needs
**What we're looking for**
+ 4 Year/Bachelor's degree (or equivalent) in Actuarial Science, Applied Mathematics, Statistics, Economics, Computer Science, or other quantitative major (Minimum Required)
+ 5 - 7+ Years actuarial experience directly aligned to the specific responsibilities for this position. (Required)
+ FSA designation (preferred) or ASA designation (required)
+ Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights
+ Solid annuity product knowledge and insurance business/financial knowledge
+ Strong understanding of financial statements and reinsurance
+ Strong communication and interpersonal skills with a collaborative style
+ Demonstrated ability to independently lead projects, improve processes, and identify and mitigate risks
+ Advanced experience with MS Excel and proficiency with other Microsoft Office products (Word, PowerPoint, Outlook)
**Application Deadline**
Applications for this position will be accepted through August 15th, 2025 subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $108,501 - $195,900 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Senior Manager, Global Financial Planning and Analysis
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Join to apply for the Senior Manager, Global Financial Planning and Analysis role at Oliver Healthcare Packaging
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Senior Manager, Global Financial Planning and Analysis1 week ago Be among the first 25 applicants
Join to apply for the Senior Manager, Global Financial Planning and Analysis role at Oliver Healthcare Packaging
Senior Manager, Global Financial Planning & Analysis
Location: Trevose , PA or Grand Rapids, MI
Reports to: Chief Financial Officer
Company: Oliver Healthcare Packaging
Oliver is not just a packaging company, but a healthcare company first. With its primary mission to protect patients, Oliver is a leading supplier of medical-grade packaging. We're looking for a business-savvy finance professional ready to step into a global strategic advisory role that directly shapes commercial decisions, operational efficiency, and long-term growth.
Position Summary
This high-impact role partners with senior leadership and the CFO to deliver financial insights that guide Olivers commercial, operational, and strategic priorities a cross the globe . Youl l lead a team of analysts to build financial plans, forecast trends, evaluate profitability, and shape the financial narrative behind key initiatives from new product development to global customer programs.
If youre a self-starter with experience in a complex, global environment ideally in the medical device, pharmaceutical, or packaging industries and thrive at the intersection of finance and strategy, we want to meet you.
What Youll Do
- Act as a st rategic partne r to Olivers commercial team s in the Ame ricas, EMEA and A s ia , levera gin g the Oliver value framework to influence decision -making.
- Evaluate emerging business trends and deliver insightful, data-driven recommendations .
- Lead and develop a team of analysts focused on forecasting, planning, and analytics.
- Lead the global annual budget and forecasting pr oces ses , integrating business trends, strategic initiatives, and operational performance.
- Analyze customer and product profitability , identifying ways to expand margins and promote higher-value offerings.
- Oversee global capital justification and ROI analysis , from new equipment to innovation initiatives.
- Coordinates bi-weekly near-term revenue estimates using cross-functional fe edback from regional and functional leads .
- Deliver clear, concise monthly financial analysis translating results into business actions.
- Develop financial models for business planning in product development and key customer scenarios .
Basic Qualifications
- Bachelors degree in Finance , Accounting, or Business
- 8+ years of progressive financial experience
- MBA a plus
- Background in manufacturing, medical device, or pharma sectors
- Advanced financial modeling capabilities
- Familiarity with data visualization tools (e.g., Tableau )
- Experience with consolidation tools a plus (e.g., OneStream, Hyperion, etc.)
- Skilled at presenting to senior leaders and facilitating strategic conversations
- Strong leadership and talent development mindset
- Change agent , with a continuous improvement mindset, and the ability to spot and close gaps in process, technology, or people
- Strong communicator with tact, clarity, conviction , and cultural awareness
- Hands-on and driven thrives in a lean, fast-paced environment
- High integrity and trusted to handle confidential, business-critical information
- Role requires occasional travel (domestic & international)
- Must be comfortable working evenings or weekends when needed
- Standard office working conditions with prolonged computer work
At Oliver, youll be empowered to shape business outcomes with access to executive leadership , global exposure, and meaningful work in a purpose-driven industry. Our people are curious, collaborative, and committed to continuous improvement and were proud to offer an environment where finance is a true business partner .
Ready to lead with impact?
Join a company where your insights protect what matters most. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Packaging and Containers Manufacturing
Referrals increase your chances of interviewing at Oliver Healthcare Packaging by 2x
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Senior Financial Analyst - Prestigious Billion Dollar CompanyWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssociate Director, Manufacturing Finance (Financial Planning and Analysis)

Posted 11 days ago
Job Viewed
Job Description
**The Position**
As an Associate Director in the Central Analytics & Consolidation team, you will be responsible for working closely with Manufacturing Finance Leads and other Finance stakeholders in providing a range of financial planning and analysis services in support of the Manufacturing & Supply organization.
**Responsibilities**
+ Consolidating and analyzing the annual budget, forecast, and monthly actuals/tally (latest thinking).
+ Ad-hoc analysis support.
+ Having a strong grasp on the Manufacturing P&L and understanding its complexities.
+ Providing guidance and aid to colleagues supporting the various Manufacturing areas.
+ Partnering with finance colleagues in areas outside of Manufacturing (i.e., Corporate, Commercial).
+ Supporting the development and championing the eventual implementation of a new planning system.
**Required Education, Experience and Skills**
+ Required: BS/BA degree, preferably in Accounting or Finance.
+ Five to seven years' experience in a finance role.
+ Broad practical knowledge with financial planning, forecasting, and reporting processes.
+ Effective and demonstrated communication & presentation skills.
+ Ability to collaboratively work across functions.
**Preferred Education and Experience**
+ Advanced degree/certification such as an MBA or CPA would be beneficial.
+ Cost Accounting and/or manufacturing support experience.
Secondary Language(s) Job Description
**Who We Are:**
Organon delivers ingenious health solutions that enable people to live their best lives. We are a $6.5 billion global healthcare company focused on making a world of difference for women, their families and the communities they care for. We have an important portfolio and are growing it by investing in the unmet needs of Women's Health, expanding access to leading biosimilars and touching lives with a diverse and trusted portfolio of health solutions. Our Vision is clear: A better and healthier every day for every woman.
**US and PR Residents Only**
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OFCCP EEO Supplement
OFCCP Pay Transparency Rule
Organon is an Equal Opportunity Employer. We are committed to fostering a culture of inclusion, innovation, and belonging for all employees and job applicants. We ensure all employment practices are conducted without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability, veteran status, or any other characteristic protected by state or federal law.
**Search Firm Representatives Please Read Carefully**
Organon LLC., does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for this position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
**Applicable to United States Positions Only:** Under various U.S. state laws, Organon is required to provide a reasonable estimate of the salary range for this job. Final salary determinations take a number of factors into account including, but not limited to, primary work location, relevant skills, education level, and/or prior work experience. The applicable salary range for this position in the U.S. is stated below. Benefits offered in the U.S. include a retirement savings plan, paid vacation and holiday time, paid caregiver/parental and medical leave, and health benefits including medical, prescription drug, dental, and vision coverage in accordance with the terms and conditions of the applicable plans.
**Annualized Salary Range (US)**
$03,100.00 - 175,300.00
**Annualized Salary Range (Global)**
**Annualized Salary Range (Canada)**
**Please Note: Pay ranges are specific to local market and therefore vary from country to country.**
**Employee Status:**
Regular
**Relocation:**
No relocation
**VISA Sponsorship:**
No
**Travel Requirements:** **Organon employees must be able to satisfy all applicable travel and credentialing requirements, including associated vaccination prerequisites.**
No Travel Required
**Flexible Work Arrangements:**
**Shift:**
**Valid Driving License:**
**Hazardous Material(s):**
**Number of Openings:**
1
**Requisition ID:** R534566
Financial Analyst
Posted today
Job Viewed
Job Description
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