Financial Analyst Jobs in Pennsylvania.
All active Financial Analyst roles based in Pennsylvania.
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Financial Analyst
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Overview
Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit www.shift4.com.
Shift4 is expanding globally and hiring for a new role of Financial Analyst. This key player will be responsible for supporting the financial health of the organization with a particular focus on developing and maintaining advanced financial models tailored to the payments processing industry. This opportunity involves creating detailed financial reports, developing financial models, and providing strategic recommendations to senior management. The ideal candidate will have a strong background in financial modeling, analysis, and forecasting, specifically within the payments processing sector.
This role is onsite and can be based at any of the following Shift4 locations: Center Valley, PA (Preferred) / Tampa, FL / Atlanta, GA
Relocation assistance may be available.
Responsibilities:
- Develop and maintain complex financial models to support business decisions, including revenue forecasting, cost analysis, and profitability assessments specific to the payments processing industry.
- Prepare and analyze financial statements, budgets, and forecasts.
- Provide strategic financial insights and recommendations to senior management.
- Conduct variance analysis and identify trends to support business initiatives.
- Assist in the preparation of financial presentations for stakeholders.
- Utilize Tableau, and other BI tools to provide actionable insights.
- Conduct in-depth research and analysis to support financial decision-making.
- Communicate effectively in both oral and written formats, presenting complex financial information clearly.
- Manage competing priorities effectively, ensuring timely completion of tasks and projects.
Qualifications:
- Bachelor’s degree in Finance, Accounting or a related field.
- Minimum of 3-5 years of experience in financial analysis, with a strong emphasis on financial modeling and analysis within the payments processing industry.
- Experience with advanced Excel functions to analyze and present financial information effectively.
- Excellent analytical, problem-solving, and decision-making skills
- Strong written and verbal communication skills in English.
- Ability to work independently and manage multiple projects simultaneously.
- High attention to detail and accuracy
- Experience with BI ( business intelligence ) tools to provide actionable insights a plus.
#LI-BN1
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Ready to apply?
Apply to Shift4
Junior Strategic Analyst
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About Us:
Perpay is a certified B Corp and Philadelphia’s most impactful growth-stage startup. We are driven by a mission to significantly improve the financial stability of everyday Americans. For the past decade, we have established strong product-market fit and a profitable, efficient operating model across a suite of products, positioning Perpay as the premier financial partner for consumers with subprime credit.
With over 500,000 customers who have utilized more than $1 billion in spending power, we are at a pivotal moment. We are scaling our operations, building new offerings, and deepening our impact. We are looking for teammates eager to join us on this journey.
Our venture partners include First Round Capital and L Catterton.
Products we’ve built to make an impact:
- Perpay Marketplace: Combines interest-free payments and modern e-commerce to reduce cost of ownership and promote healthy repayment behavior.
- Perpay+: Leverages Marketplace repayment history to help members monitor and build credit with all 3 credit bureaus.
- Perpay Credit Card: Expands access to the flexibility and benefits of a World Mastercard by removing common barriers like high security deposits and low approval odds.
Our team thrives on in-person collaboration, operating from our unique center-city Philadelphia office. This comfortable "home away from home" space offers river views and fosters rapid product development, strong relationships, and career growth. The energy from achieving big wins is palpable here. While we primarily work in the office, we offer sensible flexibility for personal needs, such as sick children or urgent errands, and coordinate official remote weeks around major holidays. If you are passionate about a meaningful mission, collaboration, equity, and generous perks, Perpay is the best place to be in Philadelphia right now.
About the Role:
Perpay is seeking a driven Analyst to join our team as a key player in growing our impact on our customers’ financial futures. You will take on a pivotal role in breaking down complex business problems from across our organization, using data to uncover the factors at play, and formulating recommendations to help us take action intelligently.
In this role, you’ll collaborate broadly and present your insights directly to company leadership. Your ability to think critically, dive deep into data, and communicate insights effectively will have a lasting impact on our organization’s success. With the freedom to independently drive projects in a fast-paced, high-growth environment, you’ll play a central role in building data-informed strategies that enhance our business.
This role is a perfect fit for someone who thrives amidst ambiguity, loves tackling tough problems, and wants to help build something big.
Our greatest strength is our people and we’d love for you to be one of them!
Responsibilities:
- Analyze Complex Business Problems: Partner with stakeholders from across the business to define challenges, identify opportunities, and deliver data-driven insights.
- Deliver Executive-Ready Recommendations: Translate analysis into clear, compelling recommendations, presenting them directly to senior leadership and influencing decision-making at the highest level.
- Collaborate Cross-Functionally: Build strong relationships across teams to ensure data insights are actionable and impactful, fostering trust in our analytics team.
- Dive Deep into Data: Write and execute advanced SQL queries and leverage Python or R to extract and analyze data, uncover trends, and solve problems with precision.
- Support Business Growth: Develop analytics-backed strategies to grow our impact, improve operational efficiency, and unlock opportunities for our customers and organization.
- Build Scalable Solutions: Contribute to the development of self-service BI tools and dashboards that empower teams to make data-informed decisions.
- Thrive in Ambiguity: Drive projects forward with minimal direction, navigating uncertainty with creativity and determination to uncover solutions.
What You’ll Bring:
- Undergraduate or master’s degree in a quantitative/STEM field having graduated in 2024, 2025, or graduating in 2026
- Experience framing and then solving problems through data analysis and quantitative thinking
- Experience with Python and SQL
- Impactful internship experience
- Ability to communicate recommendations effectively verbally and in writing
- Comfort in driving a project forward independently amidst ambiguity and change
- Ability to collaborate and build trust in a team setting
Preferred qualifications:
- Experience presenting to C-Level executives
- Experience at a startup (especially in financial technology)
- Experience with Business Intelligence tools e.g. Domo, Power BI, Tableau
- Experience with Git and Github
Hey, we know not everybody checks all the boxes, so if you’re interested, please apply because you could be just what we’re looking for!
What We’ll Bring to Full-time Team Members:
- Meaningful compensation and equity
- Premium medical benefits (fully paid base plan, and very reasonable premium for the buy-up option)
- 4% employer 401k match
- Unlimited PTO policy
- Remote weeks around major holidays + extra holiday on weekends like MDW and LDW
- High quality catered lunch by local chefs, 4 days / week
- Gym subsidy
- Paid cell phone + plan
- Student loan repayment program
- Relocation assistance
- Generous team member discounts
This is not a remote opportunity; it is 100% onsite (#LI-Onsite) (#LI-TH1) (#LI-AK1)
Perpay is proud to be an equal opportunity employer. We value diversity in all its forms and are committed to creating an inclusive environment. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, sex (including pregnancy), marital status, political affiliation, age, veteran status, disability status or other non-merit factor. Please contact us at careers@perpay.com to request accommodation.
Ready to apply?
Apply to Perpay - Career's Page
Marketing Analyst
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Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.
We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You’re not just a number. You’re part of the Centri Family.
Career Advancement:
- Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory
Centri is not a traditional accounting firm. We are a forward-thinking advisory and accounting consulting firm helping innovative companies navigate complexity and scale intelligently.
Marketing plays a critical role in that growth — and this position sits at the center of it.
We are looking for a Marketing Analyst who wants to do more than generate reports. This is a role for someone who enjoys measuring performance, identifying trends, strengthening data integrity, and helping leadership clearly understand what’s driving marketing impact.
If you’re energized by turning campaign data into insight — and insight into action — this role was built for you.
The Marketing Analyst supports the firm’s marketing and sales efforts through data-driven analysis, campaign reporting, market research, and performance insights. This role is responsible for measuring the effectiveness of marketing initiatives, identifying trends in client behavior, and delivering recommendations that help grow the firm’s visibility, pipeline, and client relationships.
The ideal candidate brings strong analytical skills, experience with marketing performance metrics, hands-on management of HubSpot CRM, and familiarity with the professional services environment (accounting, advisory, legal, or consulting).
Core Responsibilities
Marketing Campaign & Performance Analysis
- Track, analyze, and report on marketing campaign performance across digital marketing efforts, email campaigns, event attendance, and conference activity using HubSpot and Google Analytics.
- Develop dashboards and deliver regular KPI reporting to leadership on lead generation, engagement, conversion, and ROI.
- Monitor website traffic, SEO performance, and online behavior trends through HubSpot and Google Analytics.
- Evaluate the effectiveness of thought leadership, content performance, webinars, sponsorships, conferences, and firm events.
Strategic Growth & Marketing Support
- Partner with marketing and sales teams to support strategic initiatives and growth campaigns that drive revenue, new client acquisition, and brand awareness.
- Provide insights on target industries, client segments, and service-line opportunities.
- Translate marketing and client data into actionable insights for the Chief Marketing Officer and firm leadership.
- Support annual marketing planning through trend analysis and campaign performance learnings.
- Recommend improvements to targeting, messaging, channel strategy, and overall marketing efficiency based on insights derived from HubSpot and Google Analytics.
Market & Industry Research
- Conduct research on market trends, client needs, competitor activity, and industry benchmarks.
- Research and provide data to support emerging service opportunities within accounting and advisory markets.
Audience Segmentation & CRM Management (HubSpot)
- Drive client and prospect profiling through data analysis and create audience segmentation at the firm, industry, and service-line levels.
- Maintain accurate marketing contacts, tagging, audience creation, and pipeline tracking within HubSpot.
- Manage data integrity, list management, and marketing outreach reporting in HubSpot to ensure information remains accurate and up to date.
Attribution, Forecasting, & Collaboration
- Collaborate with industry and service practice leaders to provide marketing attribution and forecasting for digital marketing, social media, event participation, and conferences.
- Support Firm initiatives and development opportunities.
- Beginning to build in person connections with the team and peers in the Firm.
- Work to build relationships and promote collaboration in a hybrid environment.
Agency Partnership Support
- Serve as a key contact with Tower Marketing (Digital Marketing Agency) to support digital marketing campaigns, including SEO, GEO, and paid efforts.
Required Skills/Abilities:
- Thinks like a strategist but operates like an analyst
- Enjoys building structure in a growing, evolving environment
- Energized by influencing decisions at the leadership level
- Works comfortably where relationships and reputation matter
- Strong knowledge of marketing principles, campaigns, and design concepts.
- Demonstrable ability to multi-task and adhere to deadlines.
- Attention to detail and well organized to analyze plans and campaigns.
- Good knowledge of market research techniques and databases
- Excellent knowledge of MS Office (particularly Word, Powerpoint and Excel), marketing computer software and online applications (CRM tools, Online analytics, Google Adwords etc.)
- Excellent communication and people skills.
Education and Experience
- 3–5 years of experience in marketing analytics or business intelligence.
- Experience in professional services (accounting, consulting, legal, advisory) preferred.
- Strong proficiency in HubSpot and Google Analytics.
- Strong Excel skills and working knowledge of data visualization platforms, specifically PowerBI.
- Familiarity with SEO, GEO, paid search, digital advertising metrics, LinkedIn engagement, and email performance reporting.
Why Join Centri?
- Work in a modern, entrepreneurial professional services firm
- Be part of a collaborative, people-first culture
- Have direct exposure to senior leadership
- Influence real growth decisions
- Grow your career in a firm that values innovation and forward thinking
At Centri, marketing is not a support function — it is a growth driver. This role plays a key part in shaping how we scale.
What Success Looks Like
Success in this role means delivering accurate and insightful reporting that drives smarter marketing decisions, improves visibility into campaign ROI and audience development, strengthens alignment between marketing activity and firm growth priorities, and provides reliable analytics support for marketing impact and client acquisition efforts.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift items up to 30 pounds at times.
- Travel will be 5% of the time when necessary.
This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
#LI-Hybrid
Ready to apply?
Apply to Centri Business Consulting
Junior Financial Analyst
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About Us:
Perpay is a certified B Corp and Philadelphia’s most impactful growth-stage startup. We are driven by a mission to significantly improve the financial stability of everyday Americans. For the past decade, we have established strong product-market fit and a profitable, efficient operating model across a suite of products, positioning Perpay as the premier financial partner for consumers with subprime credit.
With over 500,000 customers who have utilized more than $1 billion in spending power, we are at a pivotal moment. We are scaling our operations, building new offerings, and deepening our impact. We are looking for teammates eager to join us on this journey.
Our venture partners include First Round Capital and L Catterton.
Products we’ve built to make an impact:
- Perpay Marketplace: Combines interest-free payments and modern e-commerce to reduce cost of ownership and promote healthy repayment behavior.
- Perpay+: Leverages Marketplace repayment history to help members monitor and build credit with all 3 credit bureaus.
- Perpay Credit Card: Expands access to the flexibility and benefits of a World Mastercard by removing common barriers like high security deposits and low approval odds.
Our team thrives on in-person collaboration, operating from our unique center-city Philadelphia office. This comfortable "home away from home" space offers river views and fosters rapid product development, strong relationships, and career growth. The energy from achieving big wins is palpable here. While we primarily work in the office, we offer sensible flexibility for personal needs, such as sick children or urgent errands, and coordinate official remote weeks around major holidays. If you are passionate about a meaningful mission, collaboration, equity, and generous perks, Perpay is the best place to be in Philadelphia right now.
About the Role:
We are seeking an accountable, motivated, and detail-oriented Junior Financial Analyst to join Perpay’s Finance & Accounting Team. The ideal candidate will be responsible for analyzing business trends, preparing financial models, maintaining the general ledger, and providing insights to support our strategic financial decisions. This role requires strong quantitative skills along with the ability to distill complex information and communicate it effectively. As a key contributor to this team, you will work closely with our Accounting and Analytics functions to strategize and report on various business initiatives, metrics, and ad hoc projects.
Our greatest strength is our people and we’d love for you to be one of them!
Responsibilities:
- Provide support in the financial modeling of our existing operations and key initiatives
- Own and drive various strategic ad hoc projects and analyses while partnering closely with Analytics, Risk, Marketing, and Operations
- Assist in maintaining the general ledger and preparation of the financial statements
- Own and champion process improvement efforts to streamline financial planning and budget management procedures to drive efficiency and accuracy
What You’ll Bring:
- Bachelor’s or Master’s degree in Finance, Economics, or a related field having graduated in 2024, 2025, or graduating in 2026
- Excel proficiency (e.g. core functions & formatting, lookup & analysis tools, pivot tables)
- Strong analytical skills and attention to detail
- A winning mentality and willingness to go the extra step to get the job done right
- Growth mindset - looking to continuously learn and develop
Hey, we know not everybody checks all the boxes, so if you’re interested, please apply because you could be just what we’re looking for!
What We’ll Bring to Full-time Team Members:
- Meaningful compensation and equity
- Premium medical benefits (fully paid base plan, and very reasonable premium for the buy-up option)
- 4% employer 401k match
- Unlimited PTO policy
- Remote weeks around major holidays + extra holiday on weekends like MDW and LDW
- High quality catered lunch by local chefs, 4 days / week
- Gym subsidy
- Paid cell phone + plan
- Student loan repayment program
- Relocation assistance
- Generous team member discounts
This is not a remote opportunity; it is 100% onsite (#LI-Onsite) (#LI-TH1) (#LI-AK1)
Perpay is proud to be an equal opportunity employer. We value diversity in all its forms and are committed to creating an inclusive environment. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, sex (including pregnancy), marital status, political affiliation, age, veteran status, disability status or other non-merit factor. Please contact us at careers@perpay.com to request accommodation.
Ready to apply?
Apply to Perpay - Career's Page
KBRA Credit Profile (KCP) - CMBS Analyst
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Position: KBRA Credit Profile (KCP) - CMBS Analyst
Entity: KBRA Analytics, LLC
Employment Type: Full-Time
Location: Dresher, Pennsylvania, United States
Summary/Overview:
KBRA Analytics, LLC (KBRA Analytics) is seeking a Commercial Mortgage-Backed Securities analyst for the KCP group. The position will be based out of KBRA’s Dresher, PA office.
Job Responsibilities:
- Monitor the credit performance of CMBS transactions on an ongoing basis. This includes the review and assessment of commercial real estate (CRE) loan and property performance.
- Perform detailed cash flow analysis for CRE properties, including the review of borrower and servicer operating statements.
- Derive valuations for the 10 largest assets within each transaction as well as any distressed properties that serve as loan collateral. Asset valuations are derived utilizing multiple income approaches (such as DCF analysis, market-based, and direct capitalization) as well as researching comparable sales.
- Maintain monthly surveillance on a portfolio of CMBS transactions. This includes the preparation and presentation of analysis to peers and management as well as the publication of transaction reports.
- Contribute towards monthly, weekly, and topical research pieces.
Key Job Requirements:
- 0-2 years of work experience in commercial real estate or CMBS preferred
- Bachelor’s degree required, preferably in finance, accounting or real estate
- A passion for real estate and analytics
- Strong Excel skills
- Exceptional attention to detail
- Excellent oral and written communications skills
- Ability to take initiative and work independently, as well as work closely with partners in a collaborative environment
- Working knowledge of the CREFC Investor Reporting Package (IRP) and Trepp a plus.
- Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.
Salary Range:
The anticipated annual base salary range for this full-time position is $65,000 to $75,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.
KBRA Benefits
- A hybrid work schedule
- Competitive benefits and paid time off
- Paid family and disability leave
- 401(k) plan, including employer match (100% vested)
- Educational and professional development financial assistance
- Employee referral bonus program
About Us:
KBRA Analytics, LLC (KBRA Analytics) is our premier product platform for high quality data and advanced analytics. Our seasoned teams of industry specialists across each product provide unparalleled insight creating a foundation of deeper analysis and rapid discovery for users. KBRA Analytics is an affiliate of Kroll Bond Rating Agency, LLC (KBRA). KBRA is a full-service credit rating agency registered in the U.S., designated to provide structured finance ratings in Canada, and with credit rating affiliates registered in the EU and UK.
More Info
KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status or any other basis prohibited by federal, state or local law.
#LI-KS1
#HYBRID
Ready to apply?
Apply to KBRA
Mid-Level Financial Analyst
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About Us:
Perpay is a certified B Corp and Philadelphia’s most impactful growth-stage startup. We are driven by a mission to significantly improve the financial stability of everyday Americans. For the past decade, we have established strong product-market fit and a profitable, efficient operating model across a suite of products, positioning Perpay as the premier financial partner for consumers with subprime credit.
With over 500,000 customers who have utilized more than $1 billion in spending power, we are at a pivotal moment. We are scaling our operations, building new offerings, and deepening our impact. We are looking for teammates eager to join us on this journey.
Our venture partners include First Round Capital and L Catterton.
Products we’ve built to make an impact:
- Perpay Marketplace: Combines interest-free payments and modern e-commerce to reduce cost of ownership and promote healthy repayment behavior.
- Perpay+: Leverages Marketplace repayment history to help members monitor and build credit with all 3 credit bureaus.
- Perpay Credit Card: Expands access to the flexibility and benefits of a World Mastercard by removing common barriers like high security deposits and low approval odds.
Our team thrives on in-person collaboration, operating from our unique center-city Philadelphia office. This comfortable "home away from home" space offers river views and fosters rapid product development, strong relationships, and career growth. The energy from achieving big wins is palpable here. While we primarily work in the office, we offer sensible flexibility for personal needs, such as sick children or urgent errands, and coordinate official remote weeks around major holidays. If you are passionate about a meaningful mission, collaboration, equity, and generous perks, Perpay is the best place to be in Philadelphia right now.
About the Role:
We are seeking an accountable, motivated, and detail-oriented Mid-Level Financial Analyst to join Perpay’s Finance & Accounting Team. The ideal candidate will be responsible for analyzing business trends, preparing financial models, and providing insights to support our strategic financial decisions. This role requires strong quantitative skills along with the ability to distill complex information and communicate it effectively. As a key contributor to this team, you will work closely with our Accounting and Analytics functions to strategize and report on various business initiatives, metrics, and ad hoc projects.
Our greatest strength is our people and we’d love for you to be one of them!
What You'll Do:
- Provide support in the financial modeling of our existing operations and key initiatives
- Own and drive various strategic ad hoc projects and analyses while working directly with the Chief Strategy Officer and Senior Finance Manager
- Assist in maintaining the general ledger
- Build communications with internal and external stakeholders, including Perpay Department Heads and external partners
- Own and champion process improvement efforts to streamline financial planning and budget management procedures to drive efficiency and accuracy
What You’ll Bring:
- Bachelor’s or Master’s degree in Finance, Economics, or a related field
- Excel proficiency (e.g. core functions & formatting, lookup & analysis tools, pivot tables, etc.)
- Strong analytical skills and attention to detail
- Ability to communicate effectively, both orally and in writing, with all levels of the organization
- A winning mentality and willingness to go the extra step to get the job done right
- Growth mindset - looking to continuously grow and develop
Hey, we know not everybody checks all the boxes, so if you’re interested, please apply because you could be just what we’re looking for!
What We’ll Bring to Full-time Team Members:
- Meaningful compensation and equity
- Premium medical benefits (fully paid base plan, and very reasonable premium for the buy-up option)
- 4% employer 401k match
- Unlimited PTO policy
- Remote weeks around major holidays + extra holiday on weekends like MDW and LDW
- High quality catered lunch by local chefs, 4 days / week
- Gym subsidy
- Paid cell phone + plan
- Student loan repayment program
- Relocation assistance
- Generous team member discounts
This is not a remote opportunity; it is 100% onsite (#LI-Onsite) (#LI-TH1) (#LI-AK1)
Perpay is proud to be an equal opportunity employer. We value diversity in all its forms and are committed to creating an inclusive environment. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, sex (including pregnancy), marital status, political affiliation, age, veteran status, disability status or other non-merit factor. Please contact us at careers@perpay.com to request accommodation.
Ready to apply?
Apply to Perpay - Career's Page