Job Overview:The Financial Analyst will generate standard and custom financial and demographic reports. They will verify data and maintain accurate system information. Qualifications:Required:Bachelor s Degree in Finance, Accounting, Business Administration or related field Proficient in Microsoft Office with advanced skills in Excel and PowerPointDemonstrated ability to understand financial reports and develop meaningful analysisThe ability to communicate and work effectively with a diverse group of business professionals at all levels of the organization, including management, physicians, support staff, patients, and customersAttention to detailMaintaining strict confidentiality of files and reportsPreferred:1 3 years of experience working as a financial or business analyst Prior healthcare industry experience Prior experience training physicians and office staff on EHR or PM systemsPrevious healthcare/budgeting experience is highly Essential Functions:Review and approve AP requisitions and invoices for coding and accuracyWork across multiple reporting systems to gather and organize data, develop or modify reports as neededConduct in depth analysis of financial data, KPI s and operational metrics to identify trends and variances to inform provider/departmental performance and identify opportunities for increased efficienciesCommunicate financial performance and key insights effectively to support decision making processesPartner with cross functional teams, including accounting and operations to ensure accuracy of financials during the month end close processAssist with preparing financials for Monthly Operational Review meetings with Senior LeadershipAssist in the development and maintenance of annual operating budgets, financial forecasts and proformasPerform ad hoc financial analysis and special projects as requestedDiscreet handling of confidential informationAny other duties as assignedOther Duties:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Benefits and Perks:Medical/Dental/Vision plans401kPTOShort & Long Term DisabilityBasic Life & Accidental Death InsuranceTuition ReimbursementHealth Care/Dependent Care Flexible Spending AccountsDiscounts Through our PartnersNJ DevilsNJ Performing Arts CenterVerizonAnd many more!Choosing RWJBarnabas Health!RWJBarnabas Health is the premier health care destination providing patient-centered,high-quality academic medicine in a compassionate and equitable manner, while delivering a best-in-class work experience to every member of the team. We honor and appreciate the privilege of creating and sustaining healthier communities, one person and one community at a time. As the leading academic health system in New Jersey, we advance innovative strategies in high-quality patient care, education, and research to address both the clinical and social determinants of health. RWJBarnabas Health aims to truly make a unique impact in local communities throughout New Jersey. From vastly improving the health of local residents to creating educational and career opportunities, this combination greatly benefits the state. We understand the growing and evolving needs of residents in New Jersey whether that be enhancing the coordination for treating complex health conditions or improving community health through local programs and education.Equal Opportunity Employer

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityCertifications:Series 07 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.We’re seeking a future team member for the role of Vice President, Data Management & Quantitative Analysis I to join our Structured Debt team. This role is a hybrid work schedule (3 days a week in office) located out of our New York City, NY - Lake Mary, FL - Pittsburgh, PA office.In this role, you will make an impact in the following ways:Working with internal and external datasets and client reference data, and providing analysis in the development of financial models for analyzing asset performance, securities data, or other structured finance related sophisticated conceptsInterpreting legal verbiage found in securitization documents and translating it into the mathematics and the economics of the transaction through a cash-flow waterfall modelCoding payment rules using programming languages such as PythonBuild Investor Report that include distributions to the holders and high-level asset level informationProviding guidance to, and reviewing the reports and calculations of junior analysts as well as translating complex technical concepts and analyses to non-technical audiencesWork in a high-intense and fast paced environmentTo be successful in this role, we’re seeking the following:Bachelor’s degree or the equivalent6+ years of work experience in asset-backed securities (RMBS, ABS (Esoteric and Traditional, RESEC, CMBS, MILN, ETC.)Knowledge in Bond MathematicsExperience coding in PythonAt BNY, our culture speaks for itself. Here’s a few of our awards:America’s Most Innovative Companies, Fortune, 2024World’s Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024“Most Just Companies”, Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg’s Gender Equality Index (GEI), 2023Our Benefits and Rewards:BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $66,000 and $110,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.#LIHybrid

Overview: Job Title: SEC Reporting ManagerLocation:Bensalem, PAJob Type:Full-Time - Hybrid (3 Office Days/Week)Reports To: Assistant Controller--------------------------------------------------------------------------------------------------------------------------------Healthcare Services Group (HCSG) is currently seeking to fill the position of SEC Reporting Manager to join our growing corporate team in Bensalem, PA!HCSG’s Accounting & Finance department is looking to add a new member to our team in Bensalem, PA. The SEC Reporting Manager is a hybrid role that will report to the Assistant Controller. You’ll be responsible for managing the preparation of the Company’s consolidated SEC financial statements as well as reviewing journal entries, reconciliations, and analysis for assigned accounts. The ideal candidate is diligent, detail-oriented, and has experience working in a fast-paced, public company environment.Position SummaryPrepare and file SEC reports, including 10-Qs, 10-Ks, proxy statements, and other required or ad-hoc filings.Oversee financial statement data collection, consolidation, and XBRL updates, ensuring accuracy and compliance.Conduct research on new SEC regulations, GAAP updates, and other technical accounting matters; present key findings to accounting leadership.Manage the preparation and submission of statutory financial statements, ensuring compliance with regulatory requirements.Review and approve journal entries and account reconciliations for assigned areas, ensuring accuracy and completeness.Maintain and enhance internal controls, ensuring all area specific controls are performed and documented.Coordinate audit processes, including compiling audit documentation, responding to auditor sample requests, and ensuring proper internal control documentation.QualificationsBachelor’s degree in Accounting is required5+ years of experience in public accounting or within a SEC or financial reporting departmentCPA license highly preferred or a willingness to pursue CPA certification is requiredPrior experience or familiarity with SEC filings is idealExperience with W-Desk/Workiva is a plusMust be proficient in Microsoft Excel and WordWho We AreHealthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities nationwide. As one of America’s Most Trustworthy Companies, we have been recognized for treating our customers and employees fairly and pursuing excellence via an ever-evolving and expanding focus on training and developing team members at every level.Ready to Join Us If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

Job Summary:The Financial Analyst is primarily responsible for assisting in the Director and Managers of Financial Analytics in managing the health systems key Financial Analytics tools and data.Essential Functions:Be an integral part of data reliability, detailed analysis and consistency of monthly data throughout the RWJBH Health SystemConduct/Assist in training to Directors/local site staff on StrataJazz for new releases of the product, new site lead training and rollout of new reportsAnalyze the financial metrics across the RWJBH systemPrepare and distribute executive team reporting packagesAnalyze data for opportunities by site across the system, evaluate findings to managementAssist in implementation and completion of any external benchmarking engagementUtilize external benchmarks to drive savings across the systemAssist assigned sites with budgeting process, including performing auditsAssist sites with rolling forecast process, auditing workbooks, answering site questions, reviewing forecast once sites complete, produce site reports for forecast reviewUtilize per unit of service reports to identify opportunities across the siteJob Requirements:Bachelor s Degree in Finance in a related field required1-5 years experience in healthcare finance, preferably in budgeting and forecastingOther Duties:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Benefits and Perks:At RWJBarnabas Health, our market-competitive Total Rewards package provides comprehensive benefits and resources to support our employees physical, emotional, social, and financial health.Paid Time Off (PTO) Medical and Prescription Drug InsuranceDental and Vision InsuranceRetirement PlansShort & Long Term DisabilityLife & Accidental Death InsuranceTuition ReimbursementHealth Care/Dependent Care Flexible Spending AccountsWellness ProgramsVoluntary Benefits (e.g., Pet Insurance)Discounts Through our Partners such as NJ Devils, NJ PAC, Verizon, and more!Choosing RWJBarnabas Health! RWJBarnabas Health is the premier health care destination providing patient-centered, high-quality academic medicine in a compassionate and equitable manner, while delivering a best-in-class work experience to every member of the team. We honor and appreciate the privilege of creating and sustaining healthier communities, one person and one community at a time. As the leading academic health system in New Jersey, we advance innovative strategies in high-quality patient care, education, and research to address both the clinical and social determinants of health. RWJBarnabas Health aims to truly make a unique impact in local communities throughout New Jersey. From vastly improving the health of local residents to creating educational and career opportunities, this combination greatly benefits the state. We understand the growing and evolving needs of residents in New Jersey whether that be enhancing the coordination for treating complex health conditions or improving community health through local programs and education.Equal Opportunity Employer

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityCertifications:Series 07 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Overview: Job Title: SEC Reporting ManagerLocation:Bensalem, PAJob Type:Full-Time - Hybrid (3 Office Days/Week)Reports To: Assistant Controller--------------------------------------------------------------------------------------------------------------------------------Healthcare Services Group (HCSG) is currently seeking to fill the position of SEC Reporting Manager to join our growing corporate team in Bensalem, PA!HCSG’s Accounting & Finance department is looking to add a new member to our team in Bensalem, PA. The SEC Reporting Manager is a hybrid role that will report to the Assistant Controller. You’ll be responsible for managing the preparation of the Company’s consolidated SEC financial statements as well as reviewing journal entries, reconciliations, and analysis for assigned accounts. The ideal candidate is diligent, detail-oriented, and has experience working in a fast-paced, public company environment.Position SummaryPrepare and file SEC reports, including 10-Qs, 10-Ks, proxy statements, and other required or ad-hoc filings.Oversee financial statement data collection, consolidation, and XBRL updates, ensuring accuracy and compliance.Conduct research on new SEC regulations, GAAP updates, and other technical accounting matters; present key findings to accounting leadership.Manage the preparation and submission of statutory financial statements, ensuring compliance with regulatory requirements.Review and approve journal entries and account reconciliations for assigned areas, ensuring accuracy and completeness.Maintain and enhance internal controls, ensuring all area specific controls are performed and documented.Coordinate audit processes, including compiling audit documentation, responding to auditor sample requests, and ensuring proper internal control documentation.QualificationsBachelor’s degree in Accounting is required5+ years of experience in public accounting or within a SEC or financial reporting departmentCPA license highly preferred or a willingness to pursue CPA certification is requiredPrior experience or familiarity with SEC filings is idealExperience with W-Desk/Workiva is a plusMust be proficient in Microsoft Excel and WordWho We AreHealthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities nationwide. As one of America’s Most Trustworthy Companies, we have been recognized for treating our customers and employees fairly and pursuing excellence via an ever-evolving and expanding focus on training and developing team members at every level.Ready to Join Us If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityCertifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Overview: Job Title: SEC Reporting ManagerLocation:Bensalem, PAJob Type:Full-Time - Hybrid (3 Office Days/Week)Reports To: Assistant Controller--------------------------------------------------------------------------------------------------------------------------------Healthcare Services Group (HCSG) is currently seeking to fill the position of SEC Reporting Manager to join our growing corporate team in Bensalem, PA!HCSG’s Accounting & Finance department is looking to add a new member to our team in Bensalem, PA. The SEC Reporting Manager is a hybrid role that will report to the Assistant Controller. You’ll be responsible for managing the preparation of the Company’s consolidated SEC financial statements as well as reviewing journal entries, reconciliations, and analysis for assigned accounts. The ideal candidate is diligent, detail-oriented, and has experience working in a fast-paced, public company environment.Position SummaryPrepare and file SEC reports, including 10-Qs, 10-Ks, proxy statements, and other required or ad-hoc filings.Oversee financial statement data collection, consolidation, and XBRL updates, ensuring accuracy and compliance.Conduct research on new SEC regulations, GAAP updates, and other technical accounting matters; present key findings to accounting leadership.Manage the preparation and submission of statutory financial statements, ensuring compliance with regulatory requirements.Review and approve journal entries and account reconciliations for assigned areas, ensuring accuracy and completeness.Maintain and enhance internal controls, ensuring all area specific controls are performed and documented.Coordinate audit processes, including compiling audit documentation, responding to auditor sample requests, and ensuring proper internal control documentation.QualificationsBachelor’s degree in Accounting is required5+ years of experience in public accounting or within a SEC or financial reporting departmentCPA license highly preferred or a willingness to pursue CPA certification is requiredPrior experience or familiarity with SEC filings is idealExperience with W-Desk/Workiva is a plusMust be proficient in Microsoft Excel and WordWho We AreHealthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities nationwide. As one of America’s Most Trustworthy Companies, we have been recognized for treating our customers and employees fairly and pursuing excellence via an ever-evolving and expanding focus on training and developing team members at every level.Ready to Join Us If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needsThe Value You DeliverNo longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsOur Investments in YouWe believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true See for yourself and learn more about our benefits offerings:We offer a competitive total rewards package, including a stable base salary, to recognize associate achievementsClick to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Overview: Job Title: SEC Reporting ManagerLocation:Bensalem, PAJob Type:Full-Time - Hybrid (3 Office Days/Week)Reports To: Assistant Controller--------------------------------------------------------------------------------------------------------------------------------Healthcare Services Group (HCSG) is currently seeking to fill the position of SEC Reporting Manager to join our growing corporate team in Bensalem, PA!HCSG’s Accounting & Finance department is looking to add a new member to our team in Bensalem, PA. The SEC Reporting Manager is a hybrid role that will report to the Assistant Controller. You’ll be responsible for managing the preparation of the Company’s consolidated SEC financial statements as well as reviewing journal entries, reconciliations, and analysis for assigned accounts. The ideal candidate is diligent, detail-oriented, and has experience working in a fast-paced, public company environment.Position SummaryPrepare and file SEC reports, including 10-Qs, 10-Ks, proxy statements, and other required or ad-hoc filings.Oversee financial statement data collection, consolidation, and XBRL updates, ensuring accuracy and compliance.Conduct research on new SEC regulations, GAAP updates, and other technical accounting matters; present key findings to accounting leadership.Manage the preparation and submission of statutory financial statements, ensuring compliance with regulatory requirements.Review and approve journal entries and account reconciliations for assigned areas, ensuring accuracy and completeness.Maintain and enhance internal controls, ensuring all area specific controls are performed and documented.Coordinate audit processes, including compiling audit documentation, responding to auditor sample requests, and ensuring proper internal control documentation.QualificationsBachelor’s degree in Accounting is required5+ years of experience in public accounting or within a SEC or financial reporting departmentCPA license highly preferred or a willingness to pursue CPA certification is requiredPrior experience or familiarity with SEC filings is idealExperience with W-Desk/Workiva is a plusMust be proficient in Microsoft Excel and WordWho We AreHealthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities nationwide. As one of America’s Most Trustworthy Companies, we have been recognized for treating our customers and employees fairly and pursuing excellence via an ever-evolving and expanding focus on training and developing team members at every level.Ready to Join Us If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityCertifications:Series 07 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.