26 financial services analyst jobs found in Philadelphia

Job Responsibilities and Requirements The Financial Analyst will be responsible for preparing, analyzing, and presenting financial reports that support decision-making and ensure regulatory compliance. Prepare and review monthly, quarterly and annual financial statements in accordance with statutory accounting principles (“SAP”). Ensure compliance with accounting standards, regulatory requirements, and company policies. Manage and support the financial close process, including journal entries, account reconciliations, and variance analyses. Collaborate with external auditors to facilitate the audit process and address any issues. Maintain and reconcile general ledger accounts. Assist with statutory audits and coordinate with external auditors and regulatory examiners. Analyze financial data and provide insights to support business decisions and operational improvements. Review and enhance internal controls, ensuring adherence to company policies and...

The Analyst, Pharmacy Financial, Actuarial Analysis Consulting works within the Financial, Actuarial and Analytics (FAA) team and closely with the Pharmacy Practice within Health and Benefits. As a Pharmacy Pricing Analyst you will contribute to a wide variety of complex projects involving design, financing and ongoing management of pharmacy benefit programs.  This is a foundational role that provides excellent opportunities to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects alongside leaders in the industry.    The Role As a Pricing Analyst specializing in pharmacy, you will work beside some of the industry’s top consultants while you progress toward becoming a thought leader of the future. You will have immediate exposure to real client assignments which will draw on your imagination and creativity as well as your ability to analyze data, draw conclusions and internally present results....

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Wealth ERM Risk Analyst will support the execution and evolvement of the Company’s Enterprise Risk Management Framework. The incumbent will reside within the WSFS ERM department, with a focus on assisting independent risk management oversight over the WSFS Wealth Division and in accordance with the Company’s broader ERM framework. The...

Job Description NewLane Finance is a commercial equipment finance company serving small and mid-sized businesses nationwide. Our mantra is “business lending done right”. Our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are primarily offered to the business community through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is a Wilmington Savings Fund Bank (WSFS) subsidiary, a $24B financial organization. Job Summary : NewLane Finance is seeking a Data Reporting Analyst who will perform a wide variety of data gathering and analytics driven roles. This person will also use data analytics and reporting to help deepen management’s insights towards strengthening overall credit, account servicing and pricing...

Primary Details Time Type: Full time Worker Type: Employee A Data and Reporting Analyst is responsible for collecting, transforming, and storing data from various sources, ensuring data quality and integrity, and creating meaningful reports and dashboards for stakeholders. They bridge the gap between data sources and end-users, enabling data-driven decision-making within QBE. . This role will also be responsible for producing complex reporting and analytics, automation, dashboard creation and reports consolidation across the function. This role will involve the design and development of reporting tools that are project driven and will be direct contact of onshore stakeholders on certain projects that will be assigned. Primary Responsibilities • Data Extraction and Transformation: •Gather data from diverse sources, such as databases, APIs, and flat files. •Clean, transform, and preprocess data to ensure accuracy and consistency. •Develop and maintain ETL (Extract,...

Job Responsibilities and Requirements Independently evaluates and synthesizes information in order to accept, modify, or reject risks of a complex nature. Provides direction and guidance to less experienced underwriters through the evaluation process to synthesize information in order to make a decision to accept, modify or reject the risk.  Book of business and new business quote activity is comprised primarily of LCC (LARGE CASE COMMITTEE) and IEB (INTEGRATED EMPLOYEE BENEFITS) level cases. Reviews and evaluates all assigned risks that includes plan design and experience review, and provides guidance to sales and service and all internal business partners to prospectively price and renew all business lines. Has significant expertise and understanding of our manual rating approach, including base rates and factors that drive claims cost changes. Able to identify gaps and challenge assumptions in proposal/renewal strategy and works through those to submit a final...

Primary Details Time Type: Full time Worker Type: Employee Work Experience: Necessary Work Experience includes: Relevant years of Technical Service Experience Preferred Work Experience includes: Must possess at least one Implementation or Application Developer Certification Relational database and SQL development experience Responsibilities : Document and demonstrate solutions clearly through various means. Deliver solutions that meet customers' needs effectively. Support the analysis of business requirements, and design and implementation of solutions. Provide support during testing, handover, and post-implementation. Ensure accuracy and timeliness of output and reporting. Identify and assess risks within your subject matter area, lead risk-related dialogue as the SME for that domain, and support stakeholders in making informed, risk-based decisions. Mitigate risks in delivery while keeping to agreed plan and timeframes. Mentor and develop staff to maintain desired...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Territory Sales Manager LOCATIONS: There is one position available. Candidates must reside in and be able to travel within their geographic area. Territory sizes are dependent on the state(s) the candidate manages. Candidate can reside in/near location listed. City to reside in/near: Philadelphia, PA Territory : Eastern PA Overnight Travel: 40% SUMMARY : We are...

As a Healthcare Financial/Actuarial Senior Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW’s value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.   The Role: Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across...

As a Health & Benefits Consulting Analyst, you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs.   This is a foundational role that provides excellent opportunities to grow your health and benefits business acumen and client management skills by working on cutting edge projects alongside leaders in the industry. Responsibilities: Support the client service team by contributing to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.  Responsibilities include: Building strong relationships with clients by effectively addressing   questions and needs Supporting preparation for client meetings (prepare agendas and materials, coordinate resources, etc.)  Supporting program vendor procurement and implementation Providing benefit...

The Senior Property Broker serves as the primary liaison between insurers and clients. This person is responsible for managing major client relationships, deploying placement expertise and helping to drive revenue growth within the assigned office. Serves in a senior role on major accounts.  Advise clients/strategize/provide expertise on difficult-to-place business. Perform policy contract reviews; negotiate competitive terms and conditions. Assists in establishing placement strategy for region. Act as a thought leader and contribute to business growth objectives. May act as a mentor to Jr. Brokers and Brokers on smaller accounts. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role This role provides knowledge, leadership, insight and direction for broking activities to ensure that clients’ expectations are regularly met. This role incorporates a wide level of expertise, but always assumes...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. NewLane Finance Corporation, powered by WSFS Bank, is in search of a candidate with strong new business development skills, experience with vendor program development, and 3+ years of equipment leasing and finance experience. We’re looking for this individual to originate small ticket equipment leasing programs...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Complaints Program Manager is responsible for overseeing, managing, and enhancing the enterprise wide Complaints Management Program for a $20B financial institution. Reporting into Corporate Compliance, this role is accountable for ensuring complaint management practices comply with applicable regulatory requirements, internal policies,...

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide.  Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.  NewLane Finance is powered by a $20+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS). NewLane’s Values: Integrity Passion Teamwork Commitment to Excellence Essential Duties and Responsibilities: Financial Management: Organize the company’s preparation and analysis of financial performance, management reporting and budget processes. Assist in coordinating key management...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Programs With over 50 years in the Programs space, AIG Programs is an industry leader in the U.S. Program business. We focus on developing strategic solutions designed to make Program Administrators’ lives easier. By leveraging our breadth of offerings and dedicated Underwriting, Claims and Loss Control teams, we offer exceptional service and solutions. We serve niche markets on both an admitted and non-admitted basis, through market leading infrastructure and underwriting expertise. How you will create an impact A Program Manager is highly motivated, results oriented problem solver who exemplifies a willingness to be flexible, learn on the job and maintain a “can do” attitude.  Program Manager is responsible for the...

You will be responsible for managing Tier 2 Collections Analysts and supporting Tier 1 Collections Analysts including identifying the portfolio of assigned accounts, providing coaching and mentoring, and supporting or directly managing the escalations process. You will also be collaborating with global teams to develop processes and procedures, and to resolve issues.   The Tier 2 Collections Lead is accountable for determining and meeting financial targets and supporting the customer relationship.  In addition to achieving performance results, the Tier 2 Collections Lead will continuously work with stakeholders to find ways to operate more efficiently and effectively.   The Role   You will be responsible for managing Tier 2 Collections Analysts and supporting Tier 1 Collections Analysts including identifying the portfolio of assigned accounts, providing coaching and mentoring, and supporting or directly managing the escalations process.  You will also be collaborating with...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Title:  Director, Quality Engineering Location:  New York, NY / Philadelphia, PA / Atlanta, GA Department:  Starr Technology Group Overview: The Director, Quality Engineering plays a critical leadership role responsible for operationalizing and scaling Starr’s Quality Engineering (QE) strategy. This leadership position is tasked with leading the execution of QE methodologies, managing QE teams, and driving the maturity of automated and manual...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose The Senior Relationship Manager (“RM”) is responsible for managing a portfolio of Middle Market clients, e.g., companies with annual sales typically between $20-250MM+ and total exposures of $10-80MM+.  The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American's Bond Division has been underwriting surety bonds since 1926. Great American is known for expert underwriting, solid financial strength, market leadership, and creative solutions. Great American is one of the top surety companies in the United States. Bonds -...

Job Responsibilities and Requirements The Manager, Investment Accounting is also responsible for the supervision and review of the month-end, quarter-end, and year-end close processes, including statutory and GAAP deliverables across all companies for which assets are managed.  Responsibilities also include review of income, gains, and positions for an investment portfolio containing fixed income, equity, and alternative investment holdings.  Serves as a key point of contact for financial reporting team, investment managers, external client stakeholders, and external / internal auditors.  The Manager, Investment Accounting will also serve as a resident expert in respective GAAP and statutory guidance, providing assistance with appropriate disclosures and accounting treatment for various asset classes and investment strategies, and ensuring that new accounting pronouncements are understood and implemented correctly. The Manager, Investment Accounting is responsible for...