UNKNOWN

FEED

OTHER

Sharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing. Sharp Financial creates value for our clients through our pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services.

<h3>Role Overview</h3>About Sharp’s Investment Banking PracticeSharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing.  We deliver holistic, high-touch solutions that support business owners through every stage of growth and transition. Sharp Financial creates value for our clients through our  pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services. <h3>Key Responsibilities</h3><ul><li> Lead and review complex financial models, including valuation, transaction structures, capital raises, and liquidity analyses. </li><li> Oversee Analyst work product, providing guidance, review, and quality control across models, presentations, and analyses. </li><li> Support execution of M&A transactions, including buyer outreach materials, CIM development, management presentations, and data room coordination. </li><li> Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning. </li><li> Assist in structuring and evaluating debt, equity, and hybrid financing solutions for growth, recapitalization, or liquidity events. </li><li> Prepare and contribute to client presentations, investment committee materials, and internal transaction summaries. </li><li> Participate in client calls and meetings alongside senior bankers, gaining exposure to deal strategy and client communication. </li><li> Collaborate across Sharp’s integrated platform to ensure seamless execution and value creation for clients. </li><li> Support internal process improvement, templates, and best practices as the Investment Banking platform continues to scale. </li></ul>Requirements<ul><li> Bachelor’s degree in Finance, Accounting, Economics, or related field. </li><li> 3+ years of experience in investment banking required. </li><li> Strong proficiency in financial modeling, valuation (DCF, precedent transactions, trading comps), and Excel. </li><li> Experience supporting live deal execution across multiple workstreams. </li><li> Strong written and verbal communication skills with the ability to present clearly to internal and external stakeholders. </li><li> Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment. </li><li> Collaborative, client-focused mindset aligned with Sharp’s core values.</li></ul>Benefits<ul><li>Health Care Plan (Medical, Dental & Vision)</li><li>Retirement Plan (401k, IRA)</li><li>Life Insurance (Basic, Voluntary & AD&D)</li><li>Paid Time Off (Vacation, Sick & Public Holidays)</li><li>Short Term & Long Term Disability</li><li>Training & Development</li><li>Work From Home</li><li>Free Food & Snacks</li><li>Wellness Resources</li><li>Summer Fridays</li></ul>

Sharp Financial

Senior Associate, Investment Banking

Accounting

Analysis Skills

Autoscaling

Banking Services

Best Practices

Business Strategy

Business Support

CIM (Common Information Model)

Communication Skills

Customer Relations

Detail Oriented

Economics

Finance

Financial Analysis

Financial Management

Financial Modeling

Health Plan

Investment Services

Liquidity

Mergers and Acquisitions

Model Review

Organizational Skills

People Management

Presentation/Verbal Skills

Process Improvement

Purchasing/Procurement

Quality Control

Sales

Sales Presentation

Sourcing Strategy

Strategic Planning

Tax Accounting

Team Player

Wealth Management

Work From Home

Writing Skills

Workable

Due to the nature and mission of the Catholic Church, all employees are bound to exhibit respect for the teachings and discipline of the Church regarding matters of faith and morals, including maintaining a lifestyle that is in conformity with the teachings of the Catholic Church. Manage the administration of the ACBA (Allentown Catholic Beneficial Association) savings and loan entity which involves investment analysis and reporting, loan processing, and cash management.

DIOCESE OF ALLENTOWNSecretariat for Temporal AdministrationPosition Description<hr/>Job Title: Senior Financial Analyst FLSA: ExemptReporting Functions: Reports to the Secretary for Temporal Administration & CFO Job Function: This position is responsible for providing high-quality financial analysis, forecasting, and strategic insights to support organizational decision-making. This role partners closely with leadership and cross-functional teams to evaluate financial performance, develop budgets, and identify opportunities of improved processes and efficiencies. Duties and Responsibilities:<ul><li style="text-align:justify">Oversee the annual budgeting timeline and coordinate the preparation of budgets for all Diocesan entities.</li></ul> <ul><li style="text-align:justify">Prepare regular financial reports and analyses (monthly, quarterly, and annually) in coordination with the Controller.</li></ul> <ul><li style="text-align:justify">Manage the administration of the ACBA (Allentown Catholic Beneficial Association) savings and loan entity which involves investment analysis and reporting, loan processing, and cash management.</li></ul> <ul><li style="text-align:justify">Act as the main liaison for annual financial audits, manage the schedule, coordinate financial information and follow-up.</li></ul> <ul><li style="text-align:justify">Prepare and deliver clear, concise, and visually engaging presentations to communicate financial insights and key performance metrics to senior leadership and stakeholders.</li></ul> <ul><li style="text-align:justify">Spearhead implementation of financial systems, process improvement initiatives, and other special projects as required.</li></ul> <ul><li>Perform other duties as assigned.</li></ul> Additional Condition of EmploymentDue to the nature and mission of the Catholic Church, all employees are bound to exhibit respect for the teachings and discipline of the Church regarding matters of faith and morals, including maintaining a lifestyle that is in conformity with the teachings of the Catholic Church. Educational/Experience Requirements:<ul><li>Bachelor's degree in a business-related field; MBA or CPA licensure is preferred.</li></ul> <ul><li>Minimum of 5-8 years' experience in Accounting or Finance.</li></ul> Other Requirements:<ul><li style="text-align:justify">Must be able to set an ethical tone for diocesan conduct and must be absolutely distinguished for honesty and integrity.</li></ul> <ul><li style="text-align:justify">Ability to plan and implement process changes resulting in increased productivity and/or quality.</li></ul> <ul><li>Must possess a thorough understanding of computerized accounting systems.</li></ul> <ul><li style="text-align:justify">Advanced proficiency in Microsoft Excel and a working knowledge of Microsoft Word, PowerPoint and Outlook.</li></ul> <ul><li style="text-align:justify">Experience with Microsoft Dynamics 365 a plus.</li></ul> <ul><li style="text-align:justify">Ability to maintain, and sensitively work with, confidential information.</li></ul> <ul><li style="text-align:justify">Demonstrates a high degree of flexibility and creativity to achieve objectives, solve problems, meet demands as required, and work with a variety of internal and external organizations and their memberships.</li></ul> The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and requirements. Physical Demands: While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone. Use of hands to operate standard office equipment; with occasional reaching and lifting up to 10 pounds.  Working Conditions: Normal work environment. Work Hours: 35 hours/week, Monday – Friday, 8:30 a.m. to 4:30 p.m. May be required to work in excess of normal work hours occasionally, including evenings, weekend and holidays when required to attend meetings, meet deadlines, etc. Interested applicants must submit a cover letter and resume via iSolved Hire or to the following: FAX: 610-439-7693ORDiocese of AllentownAttn: Office of Human ResourcesP.O. Box FAllentown, PA 18105-1538 EOE M/F/D/V

Diocese of Allentown

Senior Financial Analyst, Diocese of Allentown

Accounting Software

Administrative Skills

Budget Management

Budgeting

Business Administration

Cash Management

Certified Public Accountant (CPA)

Cross-Functional

Decision Support

Financial Audit

Financial Control

Financial Reporting

Financial Systems

Forecasting

Investment Analysis

Investment Reporting

Leadership

Loan Processing

Microsoft Dynamics

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Office Equipment

Performance Metrics

Physical Demands

Problem Solving Skills

Productivity Management

Savings Bank

Schedule Development

Time Management

Talent Acquisition

Responsibilities: Partnering with Underwriting Team Leader, Portfolio Managers, Relationship Managers, and Credit Officers during all phases of the commercial underwriting process, which includes new requests, modifications, renewals, and annual reviews of existing relationships. You’ll partner with Relationship Managers, Portfolio Managers, and Credit Officers to underwrite $1MM–$4MM commercial exposures and turn financials, cash flow, and collateral into clear, confident credit decisions.

YEAR

Overview:
<img alt="0" height="152" src="https://univest.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=64658&hashed=762501152" width="291"/> We’re hiring a Commercial Credit Analyst II to join a team where your analysis directly shapes smart growth. You’ll partner with Relationship Managers, Portfolio Managers, and Credit Officers to underwrite $1MM–$4MM commercial exposures and turn financials, cash flow, and collateral into clear, confident credit decisions. Please note this is a hybrid position and could work out of one of our regional offices in Souderton, Doylestown, King of Prussia or Lancaster PA. 

Responsibilities:
Partnering with Underwriting Team Leader, Portfolio Managers, Relationship Managers, and Credit Officers during all phases of the commercial underwriting process, which includes new requests, modifications, renewals, and annual reviews of existing relationships.  Primary Responsibilities:  Independently underwrite commercial credit exposures ($1MM - $4MM).  Organize relevant financial data. Spread and evaluate all levels of financial information in addition to corporate and personal tax returns and personal financial statements.  Prepare cash flow charts, confirm covenant tests, and assess collateral position.  Prepare written credit risk assessments for lending teams, and credit officers, to include details of risks and mitigating factors.  Complete various compliance and underwriting training courses as assigned   Possess strong knowledge of industry policies.  Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.  Perform other duties as assigned. 

Qualifications:
Bachelor’s of Science in Finance, Accounting, Business Administration, or Economics. Other Bachelor’s degrees considered with commercial lending experience.  Minimum  3 years’ commercial banking underwriting experience required. Skills required include credit risk evaluation, financial statement evaluation, and succinct business writing. Knowledge of traditional Commercial & Industrial, Commercial Real Estate, and Small Business Lending.  Strong organizational, and communication skills, both written and oral. Ability to work within compressed deadlines. Comfortable interacting with lending teams.   Formal commercial credit training preferred.  Proficient in Microsoft Office products and financial spreading tools.   nCino / Salesforce experience is preferred  Ability to mentor and collaborate with other analysts and underwriters.    Wage Range: The salary for this position ranges from $60,000 - $70,000                                                                                                                                       Benefits Overview:Univest offer's a comprehensive benefits package that includes:<ul><li>Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)</li><li>Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment</li><li>Paid Time Off (PTO): 15 days annually (prorated your first year)</li><li>Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service</li><li>Holiday Time Off: 11 paid holidays</li><li>We offer company paid life insurance: as well as other supplemental insurances</li><li>Tuition reimbursement </li><li>Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement</li><li>Discounts: on loan products</li><li>Professional development trainings</li></ul><a href="https://www.youtube.com/embed/h1P5KuxFvss" rel="noopener nofollow noreferrer" target="_blank">Click here for Benefit Information</a> #Univest#LI-Hybrid  An Equal Opportunity Employer.  Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age,  sex, disability or protected veteran status.

Univest Financial Corporation

Commercial Credit Analyst II

Alliance/Partner Management

Business Loans

Business Writing

Cash Flow

Commercial Loans

Commercial Real Estate

Corporate Tax

Credit Analysis

Credit Risk

Financial Statements

Investment Management

Loans

Mentoring

Microsoft Office

Microsoft Product Family

Regulatory Compliance

Risk Analysis

Salesforce.com

Tax Returns

Team Lead/Manager

Testing

Underwriting

[AW]-iCims

Overview:
The Strategy Analyst will be a foundational member of Lakeview’s Consumer Direct Strategy team, supporting one of the company’s largest and most critical business lines – a direct-to-consumer mortgage platform serving customers nationwide within Bayview Asset Management, a $39B global alternative investment manager. In this role, you will operate as an internal consultant on Lakeview’s highest-priority initiatives across growth, operations, and transformation. This role is an accelerated development path for high-potential early-career talent seeking to build consulting-grade problem-solving, analytics, and business leadership skills. The Analyst will partner closely with former strategy consultants and senior executives, gaining exposure to how decisions are developed and executed across a multi-billion-dollar platform. The role mirrors top-tier consulting environments, with the added benefit of seeing strategies through execution and measurable impact. This is a high-performance environment with elevated expectations for ownership, quality, and pace. Analysts are positioned to grow into senior strategy and business leadership roles within Lakeview or the broader Bayview Asset Management organization. The Strategy Analyst will drive structured problem solving, data analysis, and executive-ready deliverables across initiatives. The role offers exposure to senior leadership and cross-functional teams (Sales, Operations, Technology, Marketing, Finance), while building a consulting toolkit including hypothesis-driven problem solving, presentation development, financial modeling, and executive storytelling. Key responsibilities include supporting the Monthly Business Review process, contributing to strategic initiatives (including M&A, operational improvements, digital initiatives, and go-to-market strategy), and informing strategic decisions. This is a fully remote position that offers a competitive salary range of $80,000 to $95,000, plus an annual bonus. You'll also receive our excellent benefits package, which includes medical coverage starting on day one and a company-matched 401(k). Compensation may vary based on experience, location, and other job-related factors.

Responsibilities:
Strategy & Analytical Workstreams<ul style="margin-top: 0in;"><li>Drive analytical workstreams for high-priority strategic initiatives by conducting complex analyses, building models, and synthesizing insights into structured, executive-ready PowerPoint storylines under the direction of the Senior Analyst.</li><li>Analyze business performance data to identify trends, risks, and opportunities related to growth, efficiency, and customer experience.</li><li>Translate complex data into clear insights and structured, actionable recommendations for internal stakeholders.</li></ul>Executive & Stakeholder Deliverables<ul style="margin-top: 0in;"><li>Develop executive-ready presentations, analyses, and materials for senior leadership, including Monthly Business Reviews and strategic initiative updates.</li><li>Build clear, structured storylines that communicate complex ideas with precision, aligning to consulting-style communication standards.</li><li>Collaborate with cross-functional stakeholders to gather inputs, pressure-test assumptions, and refine recommendations.</li></ul>Program & Initiative Execution<ul style="margin-top: 0in;"><li>Own tracking, milestone management, and issue identification across key transformation initiatives and workstreams.</li><li>Support program and change management activities, including initiatives updates, risk identification, progress reporting, and communications.</li><li>Contribute to high-impact projects spanning operational improvement, digital enablement, customer acquisition, and strategic planning.</li></ul>Learning & Development<ul style="margin-top: 0in;"><li>Learn and apply consulting methodologies, including hypothesis-driven problem solving, structured frameworks (MECE), business case development, and executive-level storytelling.</li><li>Build foundational knowledge of the mortgage and financial services ecosystem through hands-on project work.</li></ul>

Qualifications:
<ul><li>Bachelor’s degree in Business, Finance, Economics, Engineering, Data and Analytics, or a related field; no mortgage experience or knowledge is required</li><li>Demonstrated academic excellence (e.g., GPA of 3.7+ or equivalent) in a highly rigorous program preferred.</li><li>0–2 years of high-performance experience, including internships or roles in strategy consulting, corporate strategy, analytics, finance, or operations.</li><li>Strong analytical skills, with the ability to structure problems, work with data, and draw logical conclusions.</li><li>Proficiency in Microsoft Excel and PowerPoint; ability to create clear, structured presentations.</li><li>Strong written and verbal communication skills, with attention to clarity and structure.</li><li>Demonstrated intellectual curiosity and a proactive approach to learning complex business topics.</li><li>Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.</li><li>Ability to operate effectively in ambiguous, entrepreneurial environments.</li><li>High integrity, sound judgment, and accountability in all aspects of work.</li><li>Internship or project experience in consulting, financial services, technology, or corporate strategy preferred.</li><li>Exposure to data visualization tools (Power BI, Tableau) or SQL is a plus, but not required.</li><li>Experience working in team-based, fast-paced environments with multiple stakeholders preferred.</li></ul>  Lakeview is an Equal Employment Opportunity employer.  All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.  #LI-Remote

Lakeview Loan Servicing

Strategy Analyst

Acquisition Strategy

Asset Management

Business Analysis

Business Case

Business Processes

Change Management

Channel Strategies

Consulting

Customer Acquisition

Customer Experience

Data Analysis

Data Visualization Tools

Ecosystems

Entrepreneurship

Financial Operations

Financial Services

Identify Issues

Market Entry Strategy

Marketing

Materials Analysis

Mortgage

Multitasking

Operational Improvement

Performance Analysis

Power BI

Progress Reports

SQL (Structured Query Language)

Sales Operations

Storytelling

Strategic Analysis

Tableau

Technical Operations

Trend Analysis

Investment jobs in Allentown, PA - find them here! Apply today to the top opportunities near you.

Top Investment Jobs in Allentown, PA | Monster

Investment Jobs in Allentown, PA

Jobs

Resume Resources

Get noticed by top employers!

Investment Jobs in Allentown, PA

Jobs

Senior Associate, Investment BankingSharp Financial

Senior Financial Analyst, Diocese of AllentownDiocese of Allentown

Commercial Credit Analyst IIUnivest Financial Corporation

Strategy AnalystLakeview Loan Servicing

Resume Resources