Financial Planning and Analysis

• Serve as liaison between the University and funding sponsors and as an intermediary between Business Administrators, Principal Investigators, and sponsors.
• Initiate sponsored programs reporting and closeout processes.
• Prepare financial statements and billings using university and sponsor reporting systems according to sponsor terms and deadlines.
• Review general ledger activity for compliance with Uniform Guidance (2 CFR Part 200) requirements and sponsor terms and conditions.
• Review allowability, allocability, and reasonableness of expenses, spending limits, corrected costs, revenue, benefit and indirect cost expenses, special terms and conditions, payment management system activity, and billed and unbilled accounts receivable.
• Review and monitor award modifications, including relinquishments, terminations, re-budgeting requests, carryover requests, no-cost extensions, and non-financial closeout requirements.
• Provide guidance to the University community on sponsored programs administration issues.
• Prepare, reconcile, and close journal entries when closing and disabling fund accounts.
• Update and audit award fund account parameters for accuracy.
• Perform other duties and responsibilities as assigned.

Grant and Contract Finance Administrator

• Perform investment accounting for General Account invested assets under Statutory, GAAP, Tax, and Management reporting frameworks
• Research and evaluate complex investment transactions and determine appropriate accounting treatment in accordance with applicable accounting standards and regulatory guidance
• Support monthly, quarterly, and annual close processes for fixed income securities, structured products, alternative investments, private placements, and mortgage loans
• Investigate and resolve accounting discrepancies with portfolio managers, asset managers, custodians, and internal business partners
• Prepare and review investment-related disclosures, statutory schedules, regulatory filings, earnings analyses, management reporting, and supporting documentation
• Conduct technical accounting research and provide recommendations on new investment strategies, transactions, asset classes, and emerging accounting requirements
• Respond to investment-related requests from rating agencies and support surveys, questionnaires, and external reporting requirements
• Maintain and enhance investment accounting controls, support SOX compliance, and identify process improvements
• Lead or participate in projects, system enhancements, and strategic initiatives impacting investment accounting and reporting
• Prepare technical accounting memoranda and communicate complex accounting matters to technical and non-technical stakeholders
• Review work, provide mentorship, and share technical expertise to support team development

Investment Accountant – Financial Reporting

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and requests
• Make referrals to business partners and internal service providers based on client needs and asset thresholds
• Meet with clients to review financial and investment goals and recommend products
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Complete required licenses and trainings
• Comply with SAFE Act registration and background-check requirements for residential mortgage loan origination

Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
• Triage client leads and make referrals to business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals and recommend products
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Triage client requests and refer them to appropriate internal service providers
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Complete required licenses and trainings
• Register for and maintain SAFE Act registration and complete the required background check

Financial Solutions Advisor Registration Candidate

• Analyze and evaluate complex accounting policies and financial transactions
• Analyze, test, and report financial data
• Participate in preparing financial and management reports for senior-level management
• Provide interpretive value and context on accounting matters through consultation with Business Unit and Resource Unit management
• Evaluate, document, and conclude on complex accounting issues and financial transactions
• Develop and implement procedures for new accounting pronouncements
• Develop global accounting and reporting standards
• Oversee and revise the Howmet financial accounting policy manual
• Analyze monthly financial results of legal entities and summarize findings for executive management
• Assist with preparation and review of SEC financial filings and quarterly earnings materials
• Manage relationships with assigned Business Unit personnel and Resource Units, including Business Development, Treasury, Tax, and Legal
• Assess and improve key internal controls of the Financial Accounting group
• Coordinate requests and analyses with External Auditors
• Report to the Assistant Controller of the group

Senior Manager – Financial Transactions and Policy

• Provide portfolio/platform and relationship management services to selected clients with large and complex account types
• Manage accounts according to client-developed investment objectives, PNC’s investment approach, philosophy, and platform
• Maintain expert-level knowledge of complex investment and asset management strategies
• Lead growth of assets under management and client retention for the assigned markets
• Support acquisition of new clients and expansion of services
• Participate in or lead investment sales efforts for selected large and complex investment prospects
• Provide leadership and direction to investment professionals
• Manage performance management, hiring, and coaching reviews of investment professionals
• Manage 15 Investment Advisors and provide continued training throughout the territory
• Execute risk management practices in accordance with PNC policies and procedures
• Identify, resolve, or escalate risk-management issues
• Ensure execution of policies and Regulation 9 in the assigned markets
• Travel throughout Northwest, Northeast, and Central Pennsylvania market territories and multiple offices
• Cultivate diverse teams and inclusive workplaces
• Drive change and innovation
• Deliver results and empower others in decision-making
• Develop employees and customers through talent-management decisions

Investment Market Manager

• Meet with existing and prospective clients to plan their financial future
• Provide personalized retirement and financial planning for customers and their families
• Utilize company-provided technology and tools to improve operations
• Use mailings, email blasts and customized flyers to expand the business and reach new customers
• Collaborate with co-workers and the District Vice President to learn skills, methods and best practices

Financial Advisor

• Meet with existing and prospective clients to plan their financial future
• Utilize company-provided technology and tools to improve operations
• Use marketing support, including mailings, email blasts and customized flyers, to expand the business and reach new customers
• Collaborate with co-workers and the District Vice President to learn new skills, methods and best practices
• Provide a personalized retirement and financial planning experience for customers and their families
• Travel as required, potentially up to 25%

• Prepare and complete Post Investment Reviews for qualifying Investment Appraisals
• Compare original investment appraisal or business case assumptions with actual financial and operational performance
• Identify and quantify drivers of over- and under-performance
• Assess whether financial and strategic benefits in original investment appraisals have been realized
• Identify practical actions to improve existing contracts and investments
• Track actions arising from reviews and maintain accurate records for regional and Group reporting
• Identify recurring trends such as forecast bias, pricing issues, cost assumptions and execution challenges
• Apply completed review insights to improve future Investment Appraisals and business cases
• Develop historical performance benchmarks to test revenue, margin, cost and investment assumptions
• Support consistent approaches to benefits realization and commercial performance measurement
• Maintain and administer regional rate cards
• Coordinate rate-card reviews and refreshes with Commercial, Finance and Operational teams
• Monitor approved rate-card usage and analyze discounting and pricing performance
• Support governance of deviations from standard rate cards and ensure appropriate approvals
• Analyze the financial impact of pricing changes and support agreed pricing actions
• Build relationships across regional Finance, Commercial, Sales and Operational teams
• Present review findings and recommendations to senior regional stakeholders
• Serve as a regional contact for Group Commercial Finance on reviews, benefits realization and rate-card governance

Senior Finance Analyst – Commercial Performance, Investment Review

• Handle internal and customer telephone inquiries and service-related problems promptly and professionally
• Provide accurate product, service, and operational information
• Prepare professional written correspondence for customers when necessary
• Handle deposit and loan account inquiries and account maintenance requests
• Close, order, and manage debit cards, limits, travel notes, fraud exclusions, and VAU
• Support online banking, mobile banking, online statements, and BillPay inquiries
• Detect suspicious callers and activity using Financial Intelligence Group standards
• Recommend applicable products and services and identify sales opportunities
• Identify and report quality service concerns to Branch Administration
• Use customer service, sales, and correspondence software to streamline processes
• Make infrequent outbound telemarketing calls
• Refer telephone deposit and loan account openings to Personal Bankers
• Assist with operational procedures, sales processes, and training new employees
• Work independently and as a team player
• Act as shift lead during evening and weekend operating hours when needed
• Assume additional duties as required

Financial Planning and Analysis jobs in Pennsylvania

Grant and Contract Finance Administrator

Investment Accountant – Financial Reporting

Financial Solutions Advisor

Financial Solutions Advisor Registration Candidate

Senior Manager – Financial Transactions and Policy

Investment Market Manager

Financial Advisor

Financial Advisor

Senior Finance Analyst – Commercial Performance, Investment Review

Financial Consultant