Senior Financial Planning & Analysis Manager

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profile Job Location:

Camp Hill, PA - USA

profile Monthly Salary: Not Disclosed
Posted on: 22-09-2025
Vacancies: 1 Vacancy

Job Summary

Were Hiring: Senior Financial Planning & Analysis Manager

On-Site Full-Time Camp Hill PA (May consider remote candidates)

Are you a financial professional with a passion for strategy analysis and helping clients achieve their goals We are seeking a Senior Financial Planning & Analysis Manager to join our growing team. This is an exciting opportunity to make a meaningful impact while working in a fast-paced
client-focused environment.
Series 11 Series 7 & 66 or 63 license required


What Youll Do:
Assess client needs and create tailored financial plans
Prepare in-depth financial reports using leading tools
Conduct trades and recommend investment products/services aligned with client objectives risk and resources
Apply advanced financial conceptspresent & future value annuities IRR and moreto real-world planning
Provide expert analysis in capital gains Roth conversions and retirement planning
Prepare and review client financial content and conduct regular check-ins

What Were Looking For:
  • Series 11 Series 7 & 66 or 63 license required
  • Strong financial planning expertise with analytical depth
  • Excellent interpersonal and communication skills
  • Proactive organized and detail-oriented mindset
  • Commitment to delivering outstanding client service

Why Join Us
  • Competitive compensation
  • Opportunity to grow with a dynamic expanding firm
  • Collaborative client-first culture
If youre ready to take your career to the next level and thrive in a role where your expertise truly matters wed love to meet you!

Required Experience:

Manager

Were Hiring: Senior Financial Planning & Analysis Manager On-Site Full-Time Camp Hill PA (May consider remote candidates)Are you a financial professional with a passion for strategy analysis and helping clients achieve their goals We are seeking a Senior Financial Planning & Analysis Manager to jo...
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Key Skills

  • Internal Audit
  • Financial Services
  • Financial Performance
  • Variance Analysis
  • Journal Entries
  • Account Management
  • ACH
  • Customer Accounts
  • General Ledger Accounts
  • Payroll
  • Customer Relationships
  • Financial Statements
  • Annual Reports

About Company

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Since 1906, The Manufacturers’ Association has had a rich history of helping South Central Pennsylvania businesses succeed. From trade courses to professional development...

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