22 Results for

Financial Advisory Jobs in Lancaster, PA

Jobs

Senior Financial Analyst-Operating Tax Penske Truck Rental

READING, PA

The Senior Financial Analyst supports the Fleet Services Operating Tax Team by providing analytical reporting of data and research supporting Penske and affiliates operating tax responsibilities in areas such as sales, use, property, excise, value added, fuel & mileage, and heavy vehicle use taxes across U.S. and Canadian operations. Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (including past employment, education, and criminal history), and drug screening are required.

7 days ago

Senior Payroll Financial Analyst Penske Truck Rental

READING, PA

By querying and analyzing data, mapping detailed processes, and applying strong analytical judgment, the associate will draw clear, concise conclusions and act on opportunities to improve processes, expand automation, and achieve cost or time savings. Penske Truck Leasing/Transportation Solutions is a premier global transportation provider that delivers essential and innovative transportation, logistics and technology services to help companies and people move forward.

7 days ago

Advisory | Accounting | Audit | Tax | Payroll Itc Worldwide

Harrisburg, Pennsylvania

Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues. ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally.

30+ days ago

GAAP Advisory - Senior Consultant Baker Tilly Advisory Group, LP

Harrisburg, Pennsylvania

Quick Apply

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

5 days ago

Tax Credits & Incentives Advisory Senior Associate - R&D Cherry Bekaert LLP

Reading, PA

$83,700–$135,400 / year

In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Understand common software development methodologies, programing concepts, architectural design patterns, and popular computer software terms, such as programming languages, backend database schema, messaging ques and techniques, etc.

18 days ago

Commercial Risk Advisor (Producer) - Insurance Advisory Solutions BRP Group, Inc.

Oklahoma, PA

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.

30+ days ago

Employee Benefits Advisor (Producer) - Insurance Advisory Solutions BRP Group, Inc.

Oklahoma, PA

License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad.

30+ days ago

Associate Financial Advisor Crossroads Advisors Group

Reading, PA

Full time

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.

30+ days ago

2027 Summer Internship - BMT - Financial & Wealth Planning WSFS Bank

Lancaster, Pennsylvania

$18–$21 / hour
Quick Apply

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Internship opportunities are available across a variety of Wealth Management departments, including: Financial and Wealth Planning -Gain hands-on experience supporting the development of personalized financial strategies that help clients achieve their long-term goals.

18 days ago

Financial Analyst II, Office of the Provost University of Delaware

Newark, DE

The APUI portfolio includes the FinTech Innovation Hub, the Center for Innovation in Lifelong Learning and Teaching - which includes four units(Academic Technology Services, Center for Teaching Assessment and Learning, UD Online, and Professional and Continuing Studies (which includes the access center, non-credit programs, and Osher Lifelong Learning Institute)), and the Division of Enrollment Management. Position Location Closes Financial Analyst II, Office of the Provost Newark, DE In this pivotal role, you will partner directly with the Vice Provost to manage complex budgets, develop sophisticated financial models, and ensure the fiscal health of programs that define the future of teaching and learning at UD.

14 days ago

2027 Summer Internship - BMT - Financial & Wealth Planning Bryn Mawr Trust

Lancaster, Pennsylvania

$18–$21 / hour
Quick Apply

18 days ago

Jr. Financial Analyst Metropolitan Management Group

Wyomissing, PA

This role is within the Finance department and may include the preparation of annual budgets and financial plans, financial performance evaluations and reporting, transactional support, and the development and maintenance of budget and financial planning systems, models and key processes. Continually improve processes and help in implementation of new systems and reporting tools.

6 days ago

Financial Analyst Flagger Force, LLC

Hummelstown, Pennsylvania

Full time

This role partners closely with cross-functional teams to analyze performance, identify trends, and drive improvements in profitability, efficiency, and operational effectiveness. The Financial Analyst plays a key role in budgeting, forecasting, performance reporting, and data analysis while ensuring accuracy, consistency, and timeliness of financial information.

30+ days ago

Senior Financial Analyst Herr Foods Inc.

Nottingham, PA

This role will support the annual operating plan process, budget, and forecast process, business analysis performance reporting, assist with the department’s compilation and distribution of management reports, metrics, and analysis of financial trends – including actual results against budget and forecast. Elective benefits include medical, dental, vision and hearing insurance; long term disability, life insurance, accident, hospital and critical illness indemnity plans, critical illness indemnity plans, identity theft coverage, and legal plans.

7 days ago

Financial Analyst - Manufacturing Harley-Davidson Inc

York, PA

$65,700–$98,400 / year

Provides monthly financial support to the business: Record month end journal entries/accruals; Assure all expenses are recorded in the month incurred; Distribute departmental performance reports; and Analyze spending variances. In addition, the successful candidate will have demontrated the following: Demonstrated competency in the use of spreadsheets and accounting systems for the purpose of analysis and financial modeling; Strong interpersonal skills and skills necessary to communicate with all levels of management.

30+ days ago

Procurement Financial Analyst Graham Packaging Company

Lancaster, Pennsylvania

Full time

Overview: The Procurement Financial Analyst will report directly to the Global Sourcing Finance Manager and will primarily support the North American locations as it relates to the category spend for energy and direct materials, specifically: Act as the liaison between our 3 rd party energy consulting partner and the GPC leadership teams to ensure effective management, implementation, analysis, and communication of energy sourcing and savings initiatives. Provide financial leadership for energy strategies, including working and collaborating with our 3 rd party consultant over contract management and execution in nonregulated markets, demand response programs, energy tariff optimization, sustainability initiatives, and value analysis.

30+ days ago

Financial Analyst I York College of Pennsylvania

York, PA

DESCRIPTION: The Financial Analyst is responsible for administration of purchase requisitions and orders; assisting in the administration of the purchasing card program and employee expense reporting; analyzing certain financial statement accounts such as prepaid expenses; managing real estate related expenses; assist accounts payable functions; completion of bank reconciliations; and assisting in month end and year end close. OUTCOME: This position is expected to ensure compliance with purchasing card policies and procedures including appropriate accounting and ?nancial reporting, compliance with purchasing policy and reporting requirements, tracking all real estate related expenses, and proper analyzation of assigned purchasing accounts.

8 days ago

Financial Analyst Sr BAE Systems Plc

York, PA

$82,799–$140,723 / year

An experienced Financial Analyst Sr. is sought to join BAE Systems Platforms and Services Program Controls Team to work within its CAS Enterprise Program Controls/ Program Management system supporting on-going Program operations, including but not limited to current and future programs. Under limited direction, the selected individual will be responsible for planning and implementing highly complex cost and planning program control functions and systems for various size and types of programs conditioned on requirements as defined by the US Department of Defense (DOD) and the BAE York CAS Program Directorates.

30+ days ago

Premier Advisor - Wyomissing, PA Truist Financial Corporation

Wyomissing, PA

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

30+ days ago

Premier Advisor - Wyomissing, PA Truist Bank

Wyomissing, Pennsylvania

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

30+ days ago

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Financial Advisory Jobs in Lancaster, PA

Senior Financial Analyst-Operating Tax Penske Truck Rental

Senior Payroll Financial Analyst Penske Truck Rental

Advisory | Accounting | Audit | Tax | Payroll Itc Worldwide

GAAP Advisory - Senior Consultant Baker Tilly Advisory Group, LP

Tax Credits & Incentives Advisory Senior Associate - R&D Cherry Bekaert LLP

Commercial Risk Advisor (Producer) - Insurance Advisory Solutions BRP Group, Inc.

Employee Benefits Advisor (Producer) - Insurance Advisory Solutions BRP Group, Inc.

Associate Financial Advisor Crossroads Advisors Group

2027 Summer Internship - BMT - Financial & Wealth Planning WSFS Bank

Financial Analyst II, Office of the Provost University of Delaware

2027 Summer Internship - BMT - Financial & Wealth Planning Bryn Mawr Trust

Jr. Financial Analyst Metropolitan Management Group

Financial Analyst Flagger Force, LLC

Senior Financial Analyst Herr Foods Inc.

Financial Analyst - Manufacturing Harley-Davidson Inc

Procurement Financial Analyst Graham Packaging Company

Financial Analyst I York College of Pennsylvania

Financial Analyst Sr BAE Systems Plc

Premier Advisor - Wyomissing, PA Truist Financial Corporation

Premier Advisor - Wyomissing, PA Truist Bank

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