• Develop and maintain interactive, customized dashboards with an emphasis on financial metrics (income statement/P&L, cash flow, budget, among others) • Perform data storytelling to translate complex information into actionable insights • Collaborate with business units and finance teams to identify analytical needs • Ensure BI processes are aligned with agile best practices • Produce predictive analyses and identify financial trends to support decision-making • Monitor and ensure the quality and consistency of financial data used

• Own the end-to-end SAP Finance functional architecture across OtC, RtR, and PtP. • Translate business strategy and process requirements into scalable SAP S/4HANA Finance solutions. • Maintain the Finance solution blueprint, global standards, and functional guardrails. • Ensure alignment with enterprise architecture principles and SAP best practices. • Establish and enforce global Finance design standards. • Govern changes to Finance processes through formal design authority forums. • Drive process harmonisation across operating entities to maximise reuse and minimise customisation. • Provide expert guidance on SAP Finance capabilities and best-practice process design. • Partner with SAP Product Managers and Centres of Excellence to ensure consistent solution design and backlog prioritisation. • Support product teams during refinement, solutioning, configuration, and functional testing. • Review and approve functional specifications, configuration decisions, and enhancement requests. • Act as functional lead across major initiatives including S/4HANA, Central Finance, Group Reporting, Tax, Treasury, and BTP extensions. • Support programme streams with solution design, data mapping, integrations, testing, and cutover activities. • Identify and resolve functional dependencies and design risks. • Ensure Finance master data, transactional structures, and reporting hierarchies align with global standards. • Oversee functional aspects of integrations across SAP and non-SAP systems (e.g. CPI, APIs, banking platforms, tax engines). • Support the design of analytics, KPIs, group reporting, and compliance-related reporting structures. • Act as a trusted functional advisor to Finance leadership, Global Process Owners, and business SMEs. • Facilitate solution design workshops and capability assessments. • Ensure functional designs meet quality, audit, control, and compliance requirements. • Support testing cycles (SIT, UAT, regression), training validation, and business readiness activities.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives. - Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics. - Create client-facing, custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients. - Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamics, and other risks. - Quickly identify, pursue, and present solutions aligned with the best interests of the client. - Participate in client meetings and work within a team environment to deliver integrated planning services. - Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables. - Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors. - Keep abreast of legislative and tax changes. - Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors. - Cultivate and maintain relationships with Advisors directly and in partnership with colleagues. - Participate in client and community events and present at company-sponsored events regarding relevant and timely wealth planning issues. - Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients. - Coach and mentor colleagues on different wealth planning topics. Qualifications - Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding. - Current on innovative wealth planning solutions, including the use of different advanced planning techniques. - Outstanding presentation skills, written and verbal communication skills. - Outstanding Word, Excel, and PowerPoint creation abilities. - Minimum 10 years of experience within a banking, RIA or wire-house culture. - Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning. - CFP, CPA or JD required. - Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred. Requirements - The role of Senior Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month. - Remote within the U.S. - Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected. Compensation - The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors. - We offer a comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.

• Support critical financial operations across federal contracts. • Ensure the accuracy, integrity, and efficiency of financial reporting, invoicing, contract tracking, and process improvements. • Work across multiple financial systems, conduct audits, prepare reports, and collaborate with cross-functional teams to streamline processes and improve operational efficiency. • Complete quality assurance, system uploads, reporting, and provide payment confirmations. • Maintain invoicing records, funding documentation, and manage fund tracking for contracts to ensure compliance. • Analyze financial documents, resolve discrepancies, and assist with funding modifications and ad hoc financial tasks. • Prepare reports for Contract Officers, Contract Officer Representatives, and stakeholders to support informed decision-making. • Navigate and leverage financial systems such as FMMI, Sagent, Oracle Studio, and other tools to generate reports and maintain templates. • Conduct internal and agency audits to ensure contract usage, funding, and financial compliance. • Develop standardized procedures, templates, and tools to improve efficiency, reduce errors, and streamline processes. • Train and coordinate team members, driving collaboration, consistency, and process improvements across departments.