8 finance services senior professional jobs found in Philadelphia

Primary Details Time Type: Full time Worker Type: Contingent Worker The purpose of this role is to analyse and report financial transactions for finance, taxation, and audit purposes, assist with budgeting and audit processes, and produce management reports regularly. Additionally, the role involves managing accounting and reporting activities to maintain data accuracy, liaising with internal and external stakeholders to develop and implement policies. Responsibilities: Comply with all legal and regulatory requirements to ensure obligations are met. Manage the preparation and maintenance of accurate accounting records following internal procedures and statutory requirements to ensure compliance with legal, regulatory, codes of conduct and best practice guidelines. Provide high-level advice, guidance and information on financial matters to support decision-making and improve understanding of financial management. Maintain strong relationships with stakeholders,...

Job Responsibilities and Requirements The Manager of Data Engineering is responsible for leading a high-performing and inclusive team of data engineers within the Information Services department. This role oversees the technical vision, execution, and optimization of enterprise data solutions, ensuring robust, auditable, and compliant data pipelines and models. The manager collaborates across business units and IT stakeholders to drive impactful data initiatives, optimize processes, and support the organization’s financial and operational objectives.   Key Responsibilities: Lead, coach, and develop a team of data engineers, fostering technical and professional growth. Implement and execute a strategic technical vision for enterprise-wide data integration, modeling, and processing, encompassing all business subject areas such as policies, claims, billing, ratings, general ledger, and annuities. Design, build, and scale robust and compliant data pipelines and models,...

Job Responsibilities and Requirements The Senior Financial Analyst will be responsible for the preparation of various financial reports, forecasts and analyses for the Financial Data Analytics department.       Planning and Analysis Advises and provides subject matter expertise to applicable stakeholders on key financial analytics, identified trends, or complex projects/assignments. Reviews complex analysis and validates the financial data to ensure information is sufficient, complete, accurate and reliable. Anticipates and proactively provides solutions to complex finance and/or financial analysis problems.  Conducts a thorough evaluation of complex financial metrics and analysis while carefully following controls and processes to achieve efficiency. Process Improvement Continuously evolves the reporting function to ensure alignment with present and future business needs. Must adopt and be an advocate of new tools and technology (e.g. FAST,...

Job Description NewLane Finance 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 $20B financial organization. This position will be a senior level sales professional with a minimum of 5 years of experience and Equipment Financing knowledge that will drive NewLane Finance’s sales efforts. This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution Strategy. Your goal is to grow and expand the sales...

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 Business Banking Sales Manager is responsible for leading a team of Business Bankers in the Philadelphia, Bucks County, and New Jersey region. Business Banking serves relationships up to $3MM in exposure and $10MM in Revenue. This key leadership role will drive team and individual loan production and maximize fee income while...

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...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Associate Underwriter Energy Classification: Exempt/Full-Time Reports to: SVP, Head of Energy Production Travel: 0-10% Salary: $65,000.00-$75,000.00 Role overview DUAL North America is seeking an Associate Underwriter for the Energy division.   At DUAL, Associate Underwriters play a key supportive role through the risk underwriting...

Overview Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group – one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.   Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company’s success is grounded in our core values:  accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!...