Senior Financial Analyst (Dresher)

Our client is a leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position is the perfect fit for someone who started their career in accounting and moved into FP&A. The position is a hybrid role with the expectation to be on-site 4 days/week near Fort Washington, PA.

Position Summary: This position will be responsible for financial analysis including recurring monthly and quarterly reporting, as well as annual budget compilation. A strong background in accounting is preferred to ensure effective compliance with required reporting protocols. Additionally, provide administrative support of the FP&A planning and reporting system.

Responsibilities : Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients. Prepare monthly and quarterly consolidated reporting for senior leadership. Prepare FP&A required quarterly compliance reporting.

Prepare consolidated financial reporting used for quarterly board package reports and for the annual Operating Budget. Support the administration of the FP&A reporting and planning system. Ad hoc analysis as requested by senior finance leadership.

Assist with other tasks and projects as assigned. Requirements : Strong PC skills in Excel, Word, PowerPoint and Access. Experience with forecasting, budgeting and analysis.

Meet deadlines as set by management. Able to successfully balance multiple projects and priorities Strong written and verbal communication skills. Ability to work independently as well as with a team in a fast-paced environment.

Strong interpersonal skills with internal and external clients including senior management. Bachelor’s degree in accounting/finance required, master's and/or CPA preferred. 5+ years of accounting and finance work experience