Financial Planning Analyst

2 weeks ago


Philadelphia, United States Robert Half Full time
Job DescriptionJob Description

We are in search of a Financial Planning Analyst to join our client's team in Philadelphia, Pennsylvania. This role is centered around assisting with the wealth management and financial planning needs of our clients. The successful candidate will be responsible for providing support with daily account administration, investment proposal, and performance review preparation, as well as preparing deliverables that cover all areas of Financial Planning.


Responsibilities:


• Coordinate and prepare materials for client meetings

• Compile monthly and quarterly reports on portfolio performance

• Monitor and update client asset allocations

• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds

• Prepare quarterly tax projections

• Manage the administration of client relationships including account openings, alternative investment subscriptions, and various custodian-related paperwork

• Assist in the preparation and/or review of select client income tax returns (Forms 1040, etc.)

• Support the team by providing operational functions such as money movement (i.e. wire and journals), account creation and maintenance

• Handle ad hoc project management and portfolio performance updates

• Maintain database management.

• Must have a minimum of 1 year of experience in a similar role or in the field of financial planning.
• Proficiency in creating and analyzing Annual Financial Plans.
• Demonstrable experience in Financial Planning and Financial Reconciliation.
• Knowledge of Financial Services is essential.
• Certification as a Personal Financial Specialist would be an asset.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong attention to detail and accuracy.
• Proficiency in using financial software and Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Bachelor's degree in Finance, Economics, or a related field.

  • Philadelphia, Pennsylvania, United States myCIO Wealth Partners Full time

    Job Title: Financial Planning AnalystmyCIO Wealth Partners is a leading independent wealth management firm providing comprehensive investment and tax services to high net worth individuals, families, and institutions. We are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team.Key Responsibilities:Compile monthly and...


  • Philadelphia, Pennsylvania, United States 4 Staffing Corp Full time

    Finance Analyst Opportunity in PhiladelphiaOur client, a leading organization in the Hotel & Hospitality Industry, is seeking a talented Finance Analyst to join their dynamic team. If you have a strong background in financial reporting and a passion for delivering impactful business insights, this could be the perfect fit for you.Key...


  • Philadelphia, United States myCIO Wealth Partners Full time

    myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...


  • Philadelphia, United States myCIO Wealth Partners Full time

    myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...


  • Philadelphia, Pennsylvania, United States 4 Staffing Corp Full time

    Finance Analyst Opportunity in PhiladelphiaWe are seeking a talented Finance Analyst to join our client's dynamic team in Philadelphia. If you have a strong background in financial reporting and a passion for delivering impactful business insights, this could be the perfect fit for you.Key Responsibilities:Generate insightful reports that highlight key...


  • Philadelphia, United States Robert Half Full time

    Job DescriptionJob DescriptionWe 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...


  • Philadelphia, Pennsylvania, United States Atlantic Group Full time

    Job Overview - Senior Financial Planning Analyst:As a Senior Financial Planning Analyst at Atlantic Group, you will play a critical role in monitoring, analyzing, and budgeting administrative expenses and headcount. You will collaborate with business partners to create detailed reports, prepare budgets, and contribute to financial planning across the...


  • Philadelphia, Pennsylvania, United States Xplora Search Group Full time

    Job Title: Senior Financial Planning AnalystLocation: Philadelphia, PAJob Type: Full-timeDepartment: FinanceJob Summary:The Senior Financial Planning Analyst will play a key role in providing financial insights and supporting strategic decision-making. This role will focus on analyzing financial data, forecasting, budgeting, and offering recommendations to...


  • Philadelphia, Pennsylvania, United States Top Stack Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Top Stack. The ideal candidate will be responsible for managing multiple financial analysis projects simultaneously, providing budget, projection, and actual variance commentary at month-end.Key ResponsibilitiesFinancial Planning and Analysis: Prepare the company's...


  • Philadelphia, United States Xplora Search Group Full time

    Job Title: Senior FP&A AnalystLocation: Philadelphia, PA Job Type: Full-timeDepartment: FinanceJob Summary:The Senior FP&A Analyst will play a key role in providing financial insights and supporting strategic decision-making. This role will focus on analyzing financial data, forecasting, budgeting, and offering recommendations to senior management. You will...


  • Philadelphia, Pennsylvania, United States Comcast Corporation Full time

    Job SummaryAs a Senior Financial Planning Analyst at Comcast Corporation, you will play a critical role in supporting corporate planning and quality control of justification for capital expenditures. You will provide financial analysis support to department managers and participate in special projects, preparing financial data as necessary.Core...


  • Philadelphia, Pennsylvania, United States Independence Blue Cross Full time

    Senior Financial Planning AnalystAt Independence Blue Cross, we're seeking a highly skilled Senior Financial Planning Analyst to join our team. As a key member of our finance department, you will play a critical role in analyzing, monitoring, and budgeting administrative expenses and headcount for your areas of responsibility.Key Responsibilities:Prepare...


  • Philadelphia, Pennsylvania, United States Atlantic Group Full time

    Job Overview:We are seeking a highly skilled Senior Financial Planning Analyst to join our team at Atlantic Group in Philadelphia, PA. As a key member of our finance team, you will play a critical role in monitoring, analyzing, and budgeting administrative expenses and headcount.Key Responsibilities:Financial Reporting: Prepare monthly general ledger closing...


  • Philadelphia, United States Independence Blue Cross Full time

    Bring your drive for excellence, teamwork, and customer commitment to Independence. Join us as we renew and reimagine the future of health care. Together we will achieve our mission to enhance the health and well-being of the people and communities we serve. We are looking for a Senior Financial Planning Analyst to analyze, monitor, and budget administrative...


  • Philadelphia, Pennsylvania, United States Comcast Corporation Full time

    Job SummaryThe XGIE Finance organization at Comcast Corporation is seeking a highly skilled Senior Finance Analyst to join their team. This role will be responsible for managing the $100M+ budget of the Sales Strategy and Operations organization, overseeing cost per connect reporting, MDU reporting, connects by channel analysis, and other ad hoc analyses.Key...

  • Financial Analyst

    2 weeks ago


    Philadelphia, Pennsylvania, United States Aramark Full time

    Job Title: Financial AnalystAt Aramark, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting our Finance Teams by providing financial support and oversight to lines of business.Key Responsibilities:Consolidate, analyze, and report monthly, quarterly, and annual financial...


  • Philadelphia, Pennsylvania, United States Comcast Full time

    Job SummaryComcast is seeking a highly skilled Senior Business Analyst, Financial Planning and Analysis to join our team. As a key member of our FP&A team, you will be responsible for providing business performance analysis, reporting, forecasting, and month-end close functions. You will also be responsible for providing a variety of financial data and...

  • Financial Analyst

    3 weeks ago


    Philadelphia, Pennsylvania, United States Storage Strategies Inc Full time

    Job SummaryStorage Strategies Inc is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for providing financial analysis and planning support to our organization.Key ResponsibilitiesSupport the development and implementation of financial plans and budgets.Provide financial analysis and reporting to...


  • Philadelphia, Pennsylvania, United States Comcast Corporation Full time

    About Comcast CorporationWe are a leading media and technology company that drives innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines.Job SummaryWe are seeking...

  • Financial Analyst

    2 weeks ago


    Philadelphia, Pennsylvania, United States Aramark Full time

    Job Title: Financial AnalystThe Financial Analyst will play a key role in supporting the Finance Teams at Aramark, providing financial expertise and analysis to drive business decisions. This role will involve working closely with senior leadership to develop and implement financial strategies, as well as analyzing and reporting on financial results to...