Top Finance Jobs in Philadelphia, PA

As a Financial Advisor, you will identify customer needs for financial services, create investment strategies, analyze market conditions, provide training to staff, meet with clients to review their accounts, and conduct workshops on financial topics.

The Senior Investment Associate is responsible for coordinating the setup of investment products, managing communications with stakeholders, and ensuring the effective onboarding of plans onto the Vestwell platform. This role involves working closely with sales teams, custody partners, and investment advisors to manage operational oversight in investment management.

The Financial Advisor Assistant will support the team with new client onboarding, client relationship management, preparing client reviews, assisting with financial plans, and understanding industry and product knowledge. Responsibilities include ensuring completion of paperwork, maintaining client records, and coordinating communications with clients and advisors.

The Managing Director - Tax will advise clients on tax implications and ensure compliance with tax laws. Responsibilities include managing ASC 740 tax accounting projects, preparing financial disclosures, and helping to grow Centri's Tax Advisory practice through strategic planning and execution.

The Manager of Tax Accounting and Compliance prepares and reviews tax provisions and compliance for multiple clients. This role involves assisting with federal and state C-Corp tax returns, performing tax research, and mentoring junior team members. Strong analytical and communication skills are essential as the role collaborates with diverse teams and requires client interaction.

As a Senior Manager in Accounting Advisory, you will lead project teams, interact with C-level management, and serve as a subject matter expert on complex accounting issues. You'll manage client relationships, oversee financial and regulatory deliverables, and drive process improvements while mentoring junior staff.

As a Manager in Accounting Advisory, you will lead project teams, engage with clients, and oversee accounting projects from start to finish. Responsibilities include resolving complex accounting issues, reviewing deliverables related to financial regulations, implementing process improvements, and mentoring consultants. You will also participate in business development and foster client relationships while contributing to a collegial work environment.

The Payroll Specialist is responsible for processing company payroll, ensuring accurate wage calculations, and compliance with federal and state laws. Responsibilities include managing payroll records, responding to inquiries, using HHA Exchange and ADP, and adhering to confidentiality and compliance regulations. The role requires excellent customer service skills and the ability to handle multiple projects.

The Financial Operations Accountant will maintain financial record accuracy, prepare monthly journal entries, generate client revenue share reports, conduct reconciliations, and ensure compliance with accounting standards. This role collaborates with finance teams and cross-functional partners to enhance financial processes and address discrepancies efficiently.

The Financial Operations Specialist will support client programs by managing order processing, reconciliation tasks, calculating revenue share, and reviewing client contracts. The specialist will collaborate with client support and finance teams to ensure accuracy in financial operations, assist clients with queries, and participate in month-end close activities.