Marketing Associate - Center City, Market $

Position Title: Marketing Associate - PCG

Location: Center City, Philadelphia, PA

Reports To: Manager – Marketing & Sales Support

Essential Job Functions:

§Preparation of new business proposals (RFPs) for the Private Client Group (PCG)
§Preparation of finals/ broker meeting presentations
§Provide accurate and timely information regarding the firm and its products to various independent databases
§Customization of new business presentation materials and competitive analysis
§Work closely with communications department to ensure accurate and timely preparation of PCG related materials, communications, and educational presentations for sponsor firms.
§Effectively communicate across all levels of the organization

§Perform duties associated with ad hoc reporting and special projects

Other Duties And Responsibilities:

§Highly efficient and organized with the ability to effectively operate in a fast-paced, deadline- driven environment with little supervision
§Great attention to detail and accuracy with the ability to manage multiple projects at any given time
§Ability to adapt quickly to new technology
§Strong quantitative, analytical, and problem-solving skills
§Excellent interpersonal and communications skills
§Proficient in Microsoft Office
§Financial service industry background preferred

Experience/Education:
§BS/BA or equivalent.
§A minimum of two years of relevant experience with demonstrated technical proficiency

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com

 

 

Mortgage Analyst, Mt. Laurel - $40-70K

Position: Analyst - Capital Markets Accounting                       

Department :ACCOUNTING/FINANCE                               

Mortgage experience necessary.

JOB FUNCTIONS:

This position will be responsible for the regular and ad hoc analysis on the MSR asset including the daily market valuation and related reporting. The analyst will be responsible for understanding the valuation assumption set as well as understanding the underlying cash flows. This position will assist with the month end functions related to the creating of, and accounting for, the MSR asset.

QUALIFICATIONS:

Bachelors degree in Accounting, Finance, or related discipline required.

One to two years business experience in financial services.

Good quantitative skills including statistical analyses.

Strong computer skills including MS Excel and MS Access.

Ability to work effectively with appropriate supervision.

Ability to be proactive and solution oriented.

Strong organizational skills.

ability to be flexible in recognizing priorities and deadlines.

Strong communication skills.

 

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com

 

 

Controller, Center City, Philadelphia - $115-150K

Controller

$115-140K

Center City, Philadelphia, PA

Starting Salary Range:  115-151k (commensurate with experience)

Bonus Eligibility: 15-20%, tied to Company performance goals.

 

 

Position Summary

We are seeking a person who wishes to undertake a challenging yet highly visible and dynamic role within a relatively newly formed and dynamic public company, associated with one of the best known US brand names. Reporting to the CFO, this candidate will be principally responsible for both the controllership as well as investor relations functions.

 

Relationships

Reports to the CFO while working closely with senior management of all operational groups, including the CEO. Will also have direct contact with retail and institutional shareholders, debt holders and research analysts.  

 

Major Responsibilities

Comptrollership Function

• As the chief accounting officer for Client, the controller will be responsible for the establishment and maintenance of financial controls, procedures and policies to ensure: timely preparation of consolidated financial statements that comply with generally accepted accounting principles, government regulations (including SEC), and accounting control over all company assets, liabilities, revenues and expenses.
• Responsibility for the preparation and analysis of division and company wide budgets
• Responsibility for operational and cash flow forecasting, which will be critical to Client.
• Serving as the primary interface with internal and external auditors, directing the internal and external auditing processes for Client including the issuance of quarterly and annual reports and SEC filings.
• Providing CLIENT shareholders and investors with timely and accurate financial information to assist them in making informed investment decisions
• Developing and communicating financial policy for CLIENT and its operating groups
• Providing senior management with accounting, financial and operational information, including budgets, which is necessary to evaluate and manage the business
• Providing management with a regular discussion and analysis of the performance of each of the divisions’ operations
• Key player in the quarterly Audit/Conflicts Committee meetings.
• Oversight of all Sarbanes Oxley 404 requirements, including quarterly and annual updates.

 

Investor Relations

• Involved in all aspects of financing, including equity, debt and bank financing. 
• Working with the CFO as liaison to CLIENT shareholders and research analysts.   
• Preparation and organization of CLIENT company presentations

 

 

Key Selection Criteria

• Accounting degree; CPA
• Strong technical accounting and financial analysis and reporting skills and experience
• Knowledge of SEC accounting and reporting rules and regulations
• Good communications, organizational and interpersonal skills
• Ability to successfully interact with all levels of operating and staff management
• Must be a hands on leader with the desire and ability to promote and assign clear responsibilities
• An individual of both strong character and unquestionable integrity
• Familiarity with financial reporting and accounting systems

 

Ideal Experience

• Controllership position
• Proven leader and team player
• Extensive accounting, audit, tax and budgeting experience
• Sarbanes Oxley 404 experience
• Previous management of an accounting staff group
• SEC reporting
• Pipeline and logistics industry experience

 

 

 

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com

 

 

Financial Analyst, NE Philly, PA - $55-65K - Manufacturing

Financial Analyst/Senior Accountant:  This person will be the “right hand” to the Controller & CFO, excellent visibility, lots of special projects…need good Excel skills and 4-5 years experience to $65K with bonus to be determined.  This position is in Northeast Philadelphia.

 

DUTIES AND RESPONSIBILITIES:

1.       Preparation and compilation of several accounting, sales & operations, inventory management, and financial reports on a monthly basis.

2.       Reviews branch financial statements and operations reports for areas of concern or follow-up.

3.       Coordinates all Cash Management functions including performing transfers, reconcilements, and cash activity analyses.  To include development of improved cash flow forecasting / tracking models.

4.       Daily review of cash and loan positions and on-line reporting.

5.       Perform monthly review and bank reconcilement of main operating account with significant activity flow.  Assist in process improvement in mechanizing processes & transaction reporting/reconcilement.

6.       Assist management with on-going technology initiatives and projects for enhanced financial reporting.

7.       Selected general ledger account analysis and spreadsheet maintenance.

8.       Reviews and ensures compliance with changing procedures and accounting practices.

9.       Recommends & assists with development and implements company policies, procedures and objectives.

10.   Performs other accounting related duties and ad-hoc reporting, as deemed necessary by management.

 

 

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com

 

 

Analyst, Concordville - $55-75K + bonus - great bennies!

Supply Chain Analyst - Manufacturing

 

This position's responsibilities focus on the review and analysis of global Supply Chain performance. understanding the key drivers, and developing areas of improvement for senior management.  A significant t portion of the positions time will be dedicated to Supply Chain project work, which focuses on ensuring the company's strategic goals are achieved.  The job responsibilities will also include assisting the Supply Chain Finance Manager with the development and maintenance of costing policies, procedures and tools.  The position will require interaction with all functional areas of the organization and all at levels - from shop floor personnel to senior management.

 

JOB DUTIES:

 

1.Review and analyze monthly Supply Chain data (spending, capital, inventory, variances, etc).  Work directly with all levels of personnel at facilities and corporate to understand results/trends.  Coordinate with Supply Chain management to create action plans on areas identified for improvement.  

 

2. Coordinate major Supply Chain projects across all facilities world-wide, including: capital expenditure budgeting and tracking, annual cost rolls, inventory excess and obsolescence reviews, facility spending budgeting and performance-based plan development and tracking.

 

3. Assist in the development, launch and monitoring of global costing systems, tools, policies and procedures  to be used by Finance and Supply Chain personnel world-wide. 

 

4. Perform Ad-Hoc project assignments as requested by the Senior Leadership Team.

 

5. Work with the external auditors to facilitate the year end audit of the Supply Chain financial statements and measures.

 

6. Participate on Supply Chain Continuous Improvement teams focused on ensuring key goals of company are achieved.   

 

MIN. QUALIFICATIONS:

 

-          BS in Accounting or Finance;

-          MBA, CMA or CPA preferred;

-          Minimum of 5-10 years experience in a Manufacturing environment required;

-          International exposure preferred;

-          Strong computer and communication (oral and written) skills;

-          Hyperion, SAP product experience preferred (Enterprise, Planning, CO/FI SAP Modules)

 

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com

 

 

Staff Accountant, Horsham - $45-60K +bonus

STAFF ACCOUNTANT

 

LOCATION:               Horhsam, PA                                          

DEPARTMENT:        Accounting

REPORTS TO:           Corporate Accounting Manager

 

BASIC PURPOSE/SCOPE

Support Corporate Accounting Department in performing account analysis, period closes, audit support, reporting to parent company and perform Shared Service accounting functions.

 

 

PRINCIPAL ACCOUNTABILITIES

·         Perform detailed account reconciliation and analysis for all Balance Sheet Accounts.

·         Support period closes process, ensuring accurate and timely reporting of financial results.

·         Ensure compliance with GWB accounting and reporting standards.

·         U.S. Department of Commerce Reporting.

·         Fixed Assets and Construction in Progress.

·         Assume responsibility for other tasks and projects as assigned.

 

EDUCATION/EXPERIENCE

·         BS/BA Accounting Degree required; CPA a plus.

·         Two to five years of hands-on accounting experience.

·         Working knowledge of Excel and Word.  

·         Ability to work independently and participate as a team player in a cross-functional environment.

·         Excellent communication skills, both written and verbal.

·         Strong analytical, problem solving and accounting skills.

·         Ability to work in a fast paced, deadline driven, multi tasking environment.

 

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com

 

 

Senior Accountant/Analyst - NE Philly $55-65K

Job Title:           Financial Analyst   1

Department:      Finance               

Reports to:        Controller

 

Collaborate with staff members in the preparation of month end and year-end financial statements. Responsible for the proper accounting of federal and state funds received as nursing school tuition. Insure the accuracy of the tuition receivable recorded and process student refunds.  Responsible for maintaining and analyzing all special purpose fund accounts to insure that they are expensed solely for their intended purposes. Assist various personnel and department managers in resolving expense variances. Responsible for compiling case management reports for tracking purposes. Assist independent auditors with interim and year-end audits.  Responsible for special projects and analysis as assigned by the director of finance, controller, and/or administration.

 

 

Principle Duties and Responsibilities:

 

1.       Collaborate with various staff members in the timely and accurate preparation of both the monthly and year-end financial statements.

2.        Responsible for the proper accounting of federal and state funds received by the client as tuition for students, working with the            financial aid   officer of the nursing school to insure the accuracy of the tuition receivable recorded, and processing student            refunds.

3.        Responsible for maintaining and analyzing all of the hospital’s special purpose fund accounts to insure that these funds are            expensed    solely     for their intended purposes in accordance with generally accepted accounting principals

4.        Assist various personnel and department managers in resolving expense variances from budget to actual as recorded on the hospital’s monthly financial statements.

5.       Oversee the maintenance of the hospital’s position control system including accessing confidential employee information.

6.        Responsible for compiling various case management reports for tracking purposes.

7.        Responsible for special projects and analysis as assigned by the director of finance, controller, and/or administration.

8.        Assist independent auditors with interim and year-end audits.

9.        Responsible for maintaining data and producing and distributing all reports from the Solucient Benchmarking System.

 

Basic Qualifications

    Experience

      3 years accounting experience, preferably in a hospital setting            

 

    Education and Training

    BS/BBA in Accounting

 

    Licensure/Certification/Registration

    BS/BBA in Accounting

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com

 

 

Corporate Accountant, $60-62K - Warrington, PA

JOB DESCRIPTION

 

POSITION TITLE:    Senior Staff Accountant                                             

DEPARTMENT:        Corporate Accounting - Home Services                                                       

SUPERVISOR:           Accounting Manager                         

 

PURPOSE AND SCOPE:

This position is responsible for the performance of daily accounting functions within Corporate Accounting. These daily accounting functions include, but are not limited to, recording income and expense activity, reconciling various balance sheet accounts and handling customer inquiries (both internal and external).  In addition, this role is responsible for managing the member audit function and processing customer billings.   

 

ACCOUNTABILITIES:

 

Major Accountabilities                                                                      

1.         Management of the member audit function.

 

2.         Handle all customer inquiries (both internal and external) pertinent to your area of responsibility.  All          responses should be timely, courteous and effective.

 

3.         Process customer billings on a monthly basis.

 

4.         Reconcile balance sheet accounts in accordance with company policy.

 

5.         Constantly review existing process flows to identify areas for improvement.  Work with your direct           supervisor and co-workers to implement workflow enhancements to improve the efficiency and cost effectiveness of the Company’s operations.

 

6.         Assist your direct supervisor in developing, documenting and maintaining accounting policies and    procedures.  

 

QUALIFICATIONS REQUIRED:

 

This position requires a bachelor’s degree in accounting with a minimum of 3-5 years of related experience.

CPA designation required. 

Excellent problem solving and account reconciliation skills desired. 

Candidate should possess strong organizational and motivational skills and working knowledge of PC applications such as MS Office and general ledger packages. 

Excellent written/verbal communication skills necessary. 

Must possess the ability to work accurately and independently under strict deadlines.

 

Primary customers of this position and type of contact:

1)  Controller                                        As needed        To discuss operational issues

2)  Manager/Supervisor                                    As needed        To discuss operational issues

3)  Internal/External Employees             Daily                To discuss operational issues

4)  External Vendors                             Daily                To discuss audit issues

5)  Franchise Broker/Owners                Daily                To discuss audit issues

 

 

 

CONDITIONS OF WORK:

Minimal travel is required (1-2 trips required within first year of hire for on-site member audit training).

 

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com

 

 

Thank You Thank You Thank YOU

Sample Thank You Letters

From Alison Doyle,

Thank You Letters - Samples, Examples, and Templates

Writing a thank you note after an employment interview is a must! In fact, some employers think less of those interviewees who fail to follow-up promptly.

Plan to send out your thank you letters as soon as possible (preferably within 24 hours) after your interviews. If time is of the essence, it's appropriate to send a thank you letter via email.

Here are thank you letter samples applicable to a variety of employment-related situations. Take some time and edit the thank you letter you choose so it reflects your personality and your interest in the new job.

Thank You Letter Samples

• Sample Thank You Letter for a Job Interview
• Sample Follow-Up / Thank You Letter After a Job Interview
• Sample by Email
• Job Rejection Letter (Thank you for job offer)
• Thank You Letters

Thank You Letter Tips

Writing Thank You Letters
How to write a thank you letter including who to thank, what to write and when to write an employment-related thank you letter.

Job Interview Thank You Letter Tips
Group interview letters, timing, proofing and more employment thank you letter suggestions.

Thank You Letters
Thank you letter suggestions and samples and other job search correspondence.

 

 

Brian Fenerty

Peopleflex, Inc.

1025 Andrew Drive

West Chester, PA  19380

 

610-692-0900     Phone

610-692-0993     Fax

267-312-7760     Mobile

 

http://www.peopleflex.com

bfenerty@peopleflex.com