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Finance associate jobs in Bethlehem, PA - 216 jobs

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  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance associate job in Allentown, PA

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $71k-128k yearly est. Easy Apply 60d+ ago
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  • Relationship Banker - Warrington Financial Center

    Bank of America 4.7company rating

    Finance associate job in Warrington, PA

    Warrington, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $28k-36k yearly est. 7d ago
  • Finance Officer

    Whitehall Township 3.8company rating

    Finance associate job in Hokendauqua, PA

    Whitehall Township Whitehall, PA 18052 (Lehigh County) Salary up to $90,000 DOE GENERAL PURPOSE Performs a variety of complex supervisory, professional, administrative, and technical accounting and finance functions in maintaining the fiscal records and systems of the Township. SUPERVISION RECEIVED Works under the direct supervision of the Deputy Mayor. SUPERVISION EXERCISED Exercises supervision over accounts payable clerk. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages and supervises assigned operations to achieve goals within available resources; plans and organizes workloads and staff assignments; trains assigned staff; reviews progress and directs changes as needed. Provides leadership and direction in the development of short- and long-range plans; gathers, interprets, and prepares data for studies, reports, and recommendations; coordinates department activities with other departments and agencies as needed. Tyler Incode System: Maintains Township fiscal, budgetary, and purchasing data on the financial software with some manual backup; develops necessary worksheets to track financial data. Administers Tyler Software by assigning and maintaining appropriate permissions for Township employees Accounts Payable: Supervises the review of vendor invoices against authorization and the allocation of costs and the issuance of checks, as appropriate. Upload POSPAY files to Township financial institute. Accounts Receivable: Processes all invoicing for monies due, prepares associated reports and tracks activity. This also includes both Escrow and Developer Escrow reimbursable along with invoicing for replenishment. Receipts: Recordpost all receipts from the tax office using the cashiering software and bank ACH file and investments. Fixed Assets: Record all activity and reports for GASB34. General Ledger: Posting and reconciliation of general ledger accounts. Inputs annual budgets and recapitulates data at year end; projects revenues and expenditures; performs analyses; negotiates fund transfers in approved budgets and recommends action. Maintains ledgers and subsidiary worksheets; records receipts and expenses by appropriate budget category; develops monthly and annual trail balance and related reports. Preparation and annual close of Township books. Work closely with Auditor for the Township's annual audit. Issues written and oral instructions; assign duties and examines work for exactness, neatness, and conformance to policies and procedures. Performs or assists subordinates in performing duties; adjusts errors and complaints. Performs related work as may be required. DESIRED MINIMUM QUALIFICATIONS Education and Experience: (A) Graduation from an accredited four-year college or university with a degree in accounting. (B) One year of professional experience in financial management; or (C) An equivalent combination of acceptable education and experience. Necessary Knowledge, Skills, and Abilities: (A) Knowledge of governmental accounting and financial management principles and practices; knowledge of internal control procedures and management information systems; considerable knowledge of office automation and computerized financial applications; knowledge of public finance and fiscal planning; knowledge of payroll, accounts payable and accounts receivable functions; working knowledge of budgetary, accounting and reporting systems, GAAFR, GAAP and GASB. (B) Ability to operate of listed tools and equipment. (C) Ability to prepare and analyze complex financial reports; ability to maintain efficient and effective financial systems and procedures. (D) Ability to effectively supervise staff. (E) Ability to establish and maintain effective working relationships with employees, township officials. (F) Ability to communicate effectively, orally and in writing with Bureau Chiefs and Township Administration, Officials, Developers and the General Public (G) Ability to maintain confidentiality in all work-related situation. (H) MUST LIVE WITHIN 15 MILES OF WHITEHALL TOWNSHIP, PA 18052 (LEHIGH COUNTY) TOOLS AND EQUIPMENT USED Requires intensive daily use of personal computer and mainframe computer, calculator, fax machine, telephone, as well as other office equipment as needed. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is constantly required to sit, stand and talk or hear. The employee is required to use hands to finger, handle, or feel objects, tools, or controls; and reach with hands and arms. The employee is occasionally required to walk. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision (typically associated with the use of computers, reading letters, reviewing files, and reading reports); distance vision, color vision, depth perception, and the ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderately quiet, typical of an office environment. SELECTION GUIDELINES Formal application, rating of education and experience; oral interview and reference check; job related tests may be required. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Whitehall Township provides equal employment opportunities to all employees and applicants for employment, and prohibits discrimination and harassment of any type, without regard to race, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state or local laws. Thank you for your interest in employment with Whitehall Township!
    $90k yearly 3d ago
  • Summer 2026 - Financial Planning & Budgeting Intern

    Ppl 4.8company rating

    Finance associate job in Allentown, PA

    Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today. Overview Why Choose PPL for your Internship? At PPL, we invest in the next generation of technology leaders through a hands-on internship program in a collaborative, innovative environment. We're seeking a detail-oriented and motivated intern to join our IT Planning & Budgeting team, supporting financial planning, analysis, and reporting for IT capital and operational projects to ensure accuracy and transparency. Our Finance Business Partners act as strategic advisors to the IT and Innovation business units to meet our financial and strategic objectives, report on financial results, build quarterly forecasts and perform ad hoc analyses. For the summer you will support the team in contributing to month-close deliverables by consolidating financial data in excel, building out comparative and trending analyses, work cross functionally to understand business drivers and articulate findings to IT leadership. Qualifications Required Qualifications Currently pursuing a bachelor's or master's degree in Accounting, Finance, or a related field. Minimum 3.00 GPA Strong analytical and problem-solving skills Excellent attention to detail Preferred Qualifications Proficiency in Microsoft Excel Familiarity with financial systems or ERP tools is a plus. Responsibilities What You'll Do Assist with ad hoc budget research to support planning and forecasting activities Perform variance analysis to identify and explain differences between actuals and budget Gather and organize financial data from multiple sources for reporting and analysis Support the preparation of presentations and summaries for Technology leadership Collaborate with cross-functional teams, including IT, Accounting and Finance, to validate data and assumptions Help maintain accuracy and integrity of financial models and planning tools What You'll Learn Exposure to IT financial governance processes in a corporate environment. Experience working with cross-functional teams and financial systems. Mentorship from experienced professionals in finance and IT. Opportunity to contribute to meaningful projects that impact business decisions. We can recommend jobs specifically for you! Click here to get started.
    $40k-45k yearly est. Auto-Apply 11d ago
  • Finance Manager - Ciocca Automotive

    Ciocca Automotive Careers

    Finance associate job in Quakertown, PA

    Full-time Description We have an immediate opening for an energetic, enthusiastic and highly motivated finance professional to join our growing and dynamic team! Are you a career minded individual in search of a workplace to call home? At Ciocca Automotive, you'll have the opportunity to have a positive impact on our customers and our community while achieving your financial and career goals! Qualifications: College degree preferred or equivalent experience Knowledge of dealership finance and insurance procedures preferred Well-versed in title laws and registration process Valid driver's license and clean driving record Responsibilities: Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Ensure sales are structured to produce the highest profitability. Accurately desk deals, submit deals to lenders for approval, make credit decisions, and effectively close deals. Ensure every deal is fully aligned with local, state and federal guidelines. Accurately audit team deals post-Sale and deeply analyze for improvements. Guarantee the expeditious funding of all contracts. What we offer: Pay is draw plus percentage: Full Time including some Saturdays. PTO and holidays 401(K) retirement plan with company matching Competitive compensation; industry leading pay plan The top insurance program in the industry including medical, dental, prescription and vision Advancement within the Ciocca Automotive Family Employee discounts: purchases, repair, service, wash At Ciocca Automotive, our team members enjoy a supportive and collaborative work environment. Don't miss out on this exciting opportunity to grow your career! Apply now! We are an equal opportunity employer and prohibit discrimination/harassment 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.
    $81k-120k yearly est. 2d ago
  • Finance Manager for Auto Dealership

    Scott Mazda

    Finance associate job in Allentown, PA

    F&I Manager We are currently seeking a success driven and highly motivated F&I Finance Manager at our Scott Mazda dealership in Allentown, PA. We offer an aggressive pay plan, excellent benefit package and a work environment to succeed. “At The Scott Family of Dealerships, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at The Scott Family of Dealerships is critical to its success. Our promise is to keep delivering the same fantastic service and value that our community has come to expect from our dealership through the years. If you are interested in a career in the automotive industry, then apply today!” Job Description: Purpose: To determine which lenders and finance products will best be able to meet the needs of customers. Daily Functions: Obtain Financing Reviews the customer's credit application for accuracy Runs Credit Analyzes customers' credit report and discusses the available finance options to meet their needs. Submit application to financial institute for approval Collect any lender stipulations needed for financing Follow up on deal being funded in a timely manner Customer Questionnaire Initial T.O. with customer to verify accurate information Designed to develop appropriate menu options Menu Presentation Build menu according to Questionnaire and customers' needs and wants Present menu to customer Protection products available to them, such as extended warranties, total loss protections, road hazard coverages and appearance protection kits. Rates and terms available Payment options Prepare Paperwork a. Loan documentation required by lender b. DMV paperwork and other legal forms required by state and federal regulatory bodies c. Additional Scott Cars Inc. delivery documentation Review Paperwork with Customer Disclose paperwork to customer Obtain customer signatures on appropriate documentation Collect any funds due Compliance Responsible for disclosing to the customer all aspects of the sale, including finance charges and interest rates Responsible for following all legal and Scott Cars Inc. laws and regulations Customer Satisfaction Maintain a high Customer Satisfaction Index (CSI) with the dealership's customers Communication Communicate with salespeople regarding their deals Communicate with sales manager regarding their deals Communicate with office staff regarding deals and paperwork Communicate with financial institutions about rates and programs Communicate to Finance Director about all deals We offer a competitive benefit package: 401K Plan & Match Excellent health insurance package Dental and Vision insurance Paid time off and vacation Short/Long term disability Growth Opportunities Paid Training Employee vehicle purchase plans Long term job security Health and Wellness Discounts on products and services Above average industry pay
    $81k-120k yearly est. Auto-Apply 60d+ ago
  • Private Client Banker - Greater Lehigh Valley Market - Easton, PA

    JPMC

    Finance associate job in Easton, PA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $37k-84k yearly est. Auto-Apply 60d+ ago
  • Private Client Banker - Horsham, PA

    Jpmorgan Chase & Co 4.8company rating

    Finance associate job in Horsham, PA

    JobID: 210703150 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $48k-114k yearly est. Auto-Apply 6d ago
  • Financial Analyst

    Scandinavian Tobacco Group 4.3company rating

    Finance associate job in Bethlehem, PA

    If you are currently working in STG, please click on Emloyee Login to apply to our internal positions Apply now 11/3/25 Bethlehem, Pennsylvania, 18015, Financial Analyst The Financial Analyst in Bethlehem, Pennsylvania, will be supporting the North America Online Retail Division. Primary focus will be on analysis and reporting of monthly results, forecasting and budgeting, and general financial analysis to support the online and retail business. The Financial Analyst must have solid knowledge of finance and accounting, preferably with experience related to retail/Ecommerce sales, consumer products, manufacturing and exposure to product pricing and costing. This position reports to the Head of Finance Business Partnering Commercial. The North America Online Retail Business is a segment of Scandinavian Tobacco Group ("STG" or the "Group"). What can you expect as a Financial Analyst at STG NA Online & Retail/Bethlehem Shared Services? Compiling and reviewing financial results/performance at various levels (Business units, Division, Channels, etc.) Business planning, budgeting and forecasting Providing analysis and insight, linking financial information to business strategies Strong ability to analyze large data sets and summarize appropriately for leadership. Contributing to key decision making by modeling business cases Acting as a financial advisor - offering general financial support to commercial decision makers Undertaking project-based work for specific strategies / business initiatives Conduct and analyze audits of retail performance; develop analyses/reports to evaluate business unit, brand, and item profitability Identify business risks and opportunities through analysis and by asking the right questions Drive simplification of Finance processes, and foster a culture of sharing best practices Support the preparation of KPI's and financial analysis used for Senior Leadership reviews Work with Sales and Marketing departments to support pricing and profitability Perform ad-hoc reporting and analysis as assigned Your areas of knowledge and expertise (that matter the most for this role): Bachelor's Degree in Finance or Accounting 3-5 years of financial experience Excellent PC skills and experience using financial systems (Microsoft Dynamics AX and SAP a plus) as well as Excel and PowerPoint Strong analytical skills and attention to detail High business acumen, ability to measure and articulate value Strong communication and relationship management skills Demonstrated ability to perform in an environment emphasizing teamwork to meet deliverables Demonstrated capacity to effectively manage multiple and frequently changing priorities We value our employees and in addition to our competitive salaries, we offer a competitive benefit package to our talented team members including: Comprehensive Health Care, Vision & Dental Plan Flexible Spending Account Disability Plans Basic & Supplemental Life Insurance Additional Supplemental Benefits Paid Vacation, Paid Time Off (PTO) days, Holidays 401(k) Retirement Saving Plan including a generous Company match Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit ***************** * Please be informed that this Direct Search is conducted exclusively by the Scandinavian Tobacco Group. We do not accept applications from agencies, and we will not provide compensation for unsolicited CVs. If you are currently working in STG, please click on Emloyee Login to apply to our internal positions Apply now
    $60k-102k yearly est. 49d ago
  • Automotive Finance Manager

    Fredbeans 4.5company rating

    Finance associate job in Doylestown, PA

    Are you an experienced Automotive Finance Manager looking for your next opportunity? Fred Beans Automotive is immediately hiring an Automotive Finance Manager to join our Volkswagen team in Doylestown, PA! Why Fred Beans At Fred Beans Automotive Group, we've been voted a "Best Place to Work" for seven years running. As a family-owned business with over 50 years of success, we're committed to supporting our employees, promoting from within, and providing ample opportunities for growth. Join our team-oriented environment and start your career with one of the most trusted names in the automotive industry. Apply today! Why You'll Love It Here * Company-Funded Training: We believe in developing our people. Last year, we invested over $600,000 in training and leadership programs to help our team members excel. * Competitive Pay: Unlimited earning potential -the more you connect with customers, the more you earn! * Career Growth Opportunities: We promote from within. With Fred Beans Automotive Group, you have access to leadership programs and training to grow your career. * Performance Incentives: The more you help our customers and team succeed, the more rewards you earn! * Work-Life Balance: Enjoy convenient hours Monday through Saturday-NO Sundays * Comprehensive Benefits: * Health, dental, and vision insurance to ensure you and your family are covered * Life and disability insurance for peace of mind. * Bereavement leave for support during challenging times. * Even pet insurance-because furry family members matter too! * 401(k) with Company Match: Plan for your future with a company that invests in you. * Paid Time Off: * Paid parental leave for life's biggest milestones * Generous vacation and personal time for rest and recharging. * Volunteer Time Off to give back to the community. * Company-Paid Holidays so you can spend time with loved ones. * Employee Savings Plan: Take advantage of programs that make financial planning simple and beneficial. * Employee Referral Bonuses: Earn rewards for helping bring talented people to our team. * Long-Term Job Security: With over 50 years in business and continuous growth, we offer stability and opportunity. * Healthy Living Program: We care about your overall well-being and offer resources to support physical, mental, and financial health. * Perks and Discounts: * Discounts on vehicle purchases, parts, and services. * Membership to our AutoRewards program, saving you money at over 150 vendors What You'll Do * Ensure that all necessary paperwork is properly executed and sent to the accounting department by the following day * Obtain and maintain relationships with lending institutions * Process finance and leasing deals accurately and secure approval through financial sources * Understand and comply with all federal, state and local regulations * Provide customers with thorough explanations of all financing, insurance, aftermarket products, extended warranties and manufacturer and dealership service policies and procedures while maintaining a high level of customer satisfaction and adhering to Security Act procedures What You'll Need * Previous experience in the automotive industry * Current valid driver's license with good driving history * Professional appearance and ability to communicate professionally with customers, co-workers and management * Strong background in finance * Ability to set and achieve sales goals * Strong organizational and time management skills * Ability to follow structured processes to ensure legal compliance while maintaining accuracy and attention to detail * Ability to communicate professionally with customers, management and co-workers Fred Beans Automotive is a veteran friendly and equal opportunity employer.
    $98k-127k yearly est. 9d ago
  • Financial Analyst

    MSR Technology Group

    Finance associate job in Allentown, PA

    Job DescriptionAs a Financial Analyst, you will be responsible to support the plant controller annual budget and monthly forecasting processes • Support Finance Manager in month-end closing and year end (e. g. costing and inventory related transactions, analysis of variations, fix costs, balance sheet items) • Prepare and analyze cost center reports and discuss with department managers with a special focus on logistics costs • Prepare inventory reserve analysis and process all inventory-related journal entries at month-end • Adapt to conflicting deadlines and priorities established by company demands • Perform other duties/assignments as directed by the Plant Controller Skills Required • Knowledgeable in SAP • Experience in Excel • Ability to work in high pressure and deadline-driven environment Experience Required • Minimum 2 - 3 years' experience in Controlling, Finance, Accounting, or similar discipline Experience Preferred • Experience with SAP FIRE transactions • Experience with PowerBi Education Required • Bachelor's degree in Accounting, Finance, or similar discipline Education Preferred • Master's Degree
    $56k-87k yearly est. 24d ago
  • Finance Manager DPS Network & SI&D

    Johnson & Johnson 4.7company rating

    Finance associate job in Raritan, NJ

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* Job Function: Finance Job Sub Function: Finance Business Partners Job Category: People Leader All Job Posting Locations: Raritan, New Jersey, United States of America, Titusville, New Jersey, United States of America Job Description: Johnson & Johnson is recruiting for a Finance Manager DPS Network & SI&D to be located in Titusville, NJ or Raritan, NJ. The Finance Manager will be responsible for providing financial leadership and support to Network Strategy, and Innovation & Deployment leaders and project managers, interacting with multiple US and OUS locations. This critical role will report to the DPS Network and Strategic Programs (SI&D) Senior Finance Manager. Johnson & Johnson announced plans to separate our Orthopaedics business to establish a standalone orthopaedics company, operating as DePuy Synthes. The process of the planned separation is anticipated to be completed within 18 to 24 months, subject to legal requirements, including consultation with works councils and other employee representative bodies, as may be required, regulatory approvals and other customary conditions and approvals. Should you accept this position, it is anticipated that, following conclusion of the transaction, you would be an employee of DePuy Synthes and your employment would be governed by DePuy Synthes employment processes, programs, policies, and benefit plans. In that case, details of any planned changes would be provided to you by DePuy Synthes at an appropriate time and subject to any necessary consultation processes. Core responsibilities include: Project Governance & Compliance: * Lead discussion and processes with Project Managers to ensure adherence of project costs vs plan and develop accurate financial forecast * Develop financial model and scenarios to assess business cases like Cash Flow analysis (NPV, IRR) and P&L forecasts * Ensure all project accounting and reporting activities are in line with compliance requirements * Ensure adherence to financial processes, controls and targets in order to deliver the overall program applying J&J procedures and best accounting practices. Financial Planning and Analysis: * Collaborate on financial planning activities following Franchise calendars and processes. Assist in developing and communicating detailed project budgets, analysis and executive summary projections to senior leadership. * Lead discussions on identifying and presenting critical insights regarding project goals, opportunities & risks and mitigation strategies and contingency plans. * Build strong cross-functional and cross-franchise partnerships across all levels within Supply Chain, Finance, Regulatory, R&D, Marketing and Commercial to collect and challenge assumptions, model scenario implications and influence business decisions. Project Execution: * Critical role on defining, optimizing and gaining alignment for the future-state finance operating model and tactical execution roadmap. * Assist in driving the prioritization and implementation of financial processes and systems to enable Day 1 and ongoing site business activities. Staff management and leadership * This role has three direct reports * Provide coaching, guidance and support to assist employees reach their full potential through the performance management and talent development process Qualifications / profile: * Bachelor's degree or equivalent in Accounting / Finance is required. Advanced degrees / certifications such as a CPA, CMA, PMP or MBA / Master's are preferred. * Minimum 5 years of finance or accounting required. * Experience designing, implementing, and managing processes / tools in a global organization. * Driven to achieve results and demonstrating hands-on approach. Experience leading project timelines and milestones in complex business environments. * Demonstrating a continuous improvement mindset and the ability to work in ambiguous situations. * Pro-active in connecting and energized to collaborate across functions. Strong verbal and written communication skills with the ability to confidently present complex information. * This position may require up to 10% travel. Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers . Internal employees contact AskGS to be directed to your accommodation resource. Required Skills: Preferred Skills: The anticipated base pay range for this position is : $102,000.00 - $177,100.00 Additional Description for Pay Transparency: Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company's long-term incentive program. Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits: Vacation -120 hours per calendar year Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado -48 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year Holiday pay, including Floating Holidays -13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child Bereavement Leave - 240 hours for an immediate family member: 40 hours for an extended family member per calendar year Caregiver Leave - 80 hours in a 52-week rolling period10 days Volunteer Leave - 32 hours per calendar year Military Spouse Time-Off - 80 hours per calendar year For additional general information on Company benefits, please go to: - *********************************************
    $102k-177.1k yearly Auto-Apply 13d ago
  • Finance Manager

    Chubb 4.3company rating

    Finance associate job in White House Station, NJ

    Support Chubb Accident and Health division finance goals/objectives. Get a full and deep understanding of our business, processes, systems, and products. Support planning, forecasting and reporting processes for G&A and ULAE. Analyze G&A expenses and ULAE variances to plan and prior on a monthly basis with quarterly presentations to A&H senior leadership. Provide financial support to the Leisure Travel segment and reconcile various systems within this segment. Lead profit sharing/contingent commission/vesting activities for all segments in A&H; expect to have solid understanding of various profit share calculations, inputs, and results. Analyze all Reinsurance Treaties and report ceded premium by treaty and segment monthly and also provide explanations on variances to Plan and Prior. Oversee A&H Sales Incentive Compensation Program including review of contracts, eligibility criteria, calculations, and payments. Work with multiple groups: A&H management teams, BDMs/UWs, payroll, Corporate Accounting on accruals etc. TPA financial oversight - inventory and manage TPA contracts from finance perspective, both premiums and losses. Oversee expense and reporting (actuals vs Plan and Prior), ensure service level in compliance with contractual requirements, adhoc operational issues; this responsibility works with functional areas such as UW, Claims, TPA funding, Treasury Ops., etc. Billing and Receivables management - working with CSSC, UW, and segment leaders on billing issues, timely management of open balances/aging components, identifying, researching root causes and problem resolutions; identify operational efficiencies; assist in review and approval of credit extensions. Provide Statutory Reporting for A&H as requested. Build and maintain annual plan expense files working with Senior Leadership. Input expense plan into TM1 and update as needed. Provide timely, insightful responses to questions and requests. Utilize Chubb systems to compile data and research variances. Liaise with IT, Actuarial, Underwriting, Analytics and Operations to resolve issues and improve data quality. Mentor and support new team members in departmental duties. Assist with special projects (KY tax issue) and other assigned duties. Technical Skills: Strong analytical skills with an attention to detail. Mastery of end user applications (e.g., Microsoft products such as Excel/Word/Access/PowerPoint). Exposure to other software products (i.e TM1, Power BI, PeopleSoft, Cognos, Peoplesoft, Qlik) Ability to problem solve, work autonomously, and manage multiple priorities. Ability to work with large amounts of data and simplify data into easy to read reports. Required Personal Skills: Team player with customer service orientation. Strong time management and organizational skills. Excellent verbal and written communication skills. Professional attitude, appearance, and demeanor. Enthusiastic self-starter with strong business and financial acumen. High integrity and dedication. Proven track record of achieving results. Strong leadership skills with a demonstrated career orientation. Ability to work effectively with other disciplines and all levels of management/staff throughout the organization. Education and Experience: Bachelor's degree in Business Administration, Accounting, or Finance required. Minimum of 5+ years of accounting or financial planning & analysis experience. Public Accounting experience and/or CPA or MBA designation a plus. Insurance industry experience beneficial. The pay range for the role is $99,000 to $125,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $99k-125k yearly Auto-Apply 13d ago
  • Experienced Financial Analyst

    Jeppesen 4.8company rating

    Finance associate job in Smithfield, PA

    Company: Argon ST ArgonST, a subsidiary of The Boeing Company, is seeking a Experienced Financial Analyst for our Smithfield, PA, and Lemont Furnace, PA locations to join the Financial Operations team. In this role, you will work closely with other functions to collect, compile, and document source data in support of analysis of forecasts and Estimates at Completion (EACs). Flexibility, initiative, attention to detail, and a willingness to learn new areas are essential to succeed in this dynamic and exciting environment. Position Responsibilities: Coordinate and interface with other Argon functions and Boeing Accounting Business Units (ABUs) to support and analyze cost and schedule data. Advocate business partnering and clear communication with our program teams and other functions Develop, monitor, and analyze Simple Cost Management (SCM), Cost Schedule Planning and Reporting (CSPR) COBRA, and full EVM program financials; communicate cost trends to the Program Manager (PM) Create, maintain, and monitor Long Range Business Plans using TM1 Develop, update, analyze, and reconcile program Bill of Materials (BOMs), including reconciling deliverables to supplier payments and accounting actuals, tracking supplier invoices, and validating material milestone payments Partner with PMs and CAMs to communicate trends, provide analysis of variances and impacts, offer recommendations, reconcile data, and prepare performance reports for internal and external reporting; support development of Estimates at Completion (EAC) Run routine weekly/monthly performance reports and maintain performance measurement baselines, including earned value, and prepare variance analyses Create, maintain, and monitor Intercompany Work Authorizations Collaborate effectively with others in a fast-paced, high-demand environment Participate in various projects and process improvement initiatives This position requires the ability to obtain a U.S. Security Clearance for which the U.S. Government requires U.S. Citizenship. An interim and/or final U.S. Secret Clearance Post-Start is required. Basic Qualifications (Required Skills/Experience): Bachelor's degree or higher 3+ years of experience in a business-related function (including, but not limited to: Finance, Contracts, Estimating, Procurement, Financial Analysis, Business Operations, Supplier Management) 3+ years of experience with financial analysis, financial modeling, financial or resource forecasts, and/or assessment of associated risks and opportunities Preferred Qualifications (Desired Skills/Experience): Experience with Deltek Costpoint Experience with COBRA Experience with IBM TM1 Earned Value Management experience Experience with Intercompany Work Authorization ERP systems Self-motivated, organized, and flexible Works well under tight deadlines Drug Free Workplace: Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies. Pay & Benefits: At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. Pay is based upon candidate experience and qualifications, as well as market and business considerations. Summary Pay Range: $90,950 - $123,050 Language Requirements: Not Applicable Education: Bachelor's Degree or Equivalent Relocation: Relocation assistance is not a negotiable benefit for this position. Export Control Requirement: This position must meet U.S. export control compliance requirements. To meet U.S. export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.62 is required. “U.S. Person” includes U.S. Citizen, U.S. National, lawful permanent resident, refugee, or asylee. Safety Sensitive: This is not a Safety Sensitive Position. Security Clearance: This position does not require a Security Clearance. Visa Sponsorship: Employer will not sponsor applicants for employment visa status. Contingent Upon Award Program The position is contingent upon program award Shift: Shift 1 (United States of America) Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law. EEO is the law Boeing EEO Policy Request an Accommodation Applicant Privacy Boeing Participates in E - Verify E-Verify (English) E-Verify (Spanish) Right to Work Statement Right to Work (English) Right to Work (Spanish)
    $91k-123.1k yearly Auto-Apply 4d ago
  • Financial Sales Analyst

    Robert Half 4.5company rating

    Finance associate job in Hatfield, PA

    Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance. Responsibilities: - Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes. - Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals. - Partner with the Retail Sales VP and cross-functional teams on critical business initiatives. - Provide support for pricing strategies, including broker commission reporting and margin analysis. - Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales. - Derive actionable insights from internal and external data to inform trade and promotional planning. - Manage promotional accruals and maintain accurate customer and product hierarchies. - Utilize advanced business intelligence tools to create dashboards and enhance reporting processes. - Conduct data mining and analysis to uncover opportunities for improving financial performance. Requirements - Bachelor's degree in Finance or a related field. - Minimum of 2 years of experience in an analytical or financial role. - Proficiency in advanced Excel and PowerPoint for data analysis and reporting. - Strong attention to detail and proven problem-solving abilities. - Experience in margin analysis and familiarity with pricing systems. - Excellent communication skills and a collaborative team approach. - Prior experience in manufacturing, consumer packaged goods, or the food industry. - Knowledge of business intelligence tools and promotional analytics is highly desirable. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
    $51k-82k yearly est. 60d+ ago
  • Full-Time Community Banker

    New Tripoli Bank 3.9company rating

    Finance associate job in New Tripoli, PA

    Full-time Description Responsible for promoting the bank in a positive way through building and maintaining customer relationships though the account opening process and on the Community Banker line. Assist new and existing bank customers with more complex inquiries, account openings and account maintenance. Have advanced knowledge on bank products and services. Through relationship building, promote and educate customers on bank products and services and refer them to proper team members, when appropriate. Requirements Essential Duties 1. Provide Community Banker duties to ensure accurate operations while providing a full range of transactional services. These duties include but are not limited to: a. Accepting deposits and withdrawals of various account types b. Maintain and verify cashbox totals to keep within bank limits. c. Cashing checks within the approved authority and operating policy d. Accepting loan payments, safe deposit box rents, and other related payments e. Complete wire transfer paperwork efficiently and accurately. 2. Perform a variety of duties to support the consumer services function, these duties include but are not limited to: a. Opening and maintaining new accounts, as well as gathering customer information to process new and existing accounts. b. Aid the customer service team involved in soliciting new business from present and prospective customers. Also, build and maintain ongoing business relationships with new and present customers to promote additional bank products and services. c. Provide customer service information on a timely basis in order it may be included as part of monthly and year-to-date performance reports. May also be assigned to review daily, weekly, and monthly reports for accuracy and follow-up. d. Attain complete working knowledge of all bank products and services, including features and benefits, to meet and educate the financial needs of the customer. This knowledge is to include but not limited to deposit products, IRA's, internet banking, merchant services, wealth management, credit cards etc. e. Exemplify extraordinary customer service with the ability to ask questions and identify customer needs to enhance the customer relationship and cross selling opportunities, when appropriate. f. Assists customers in obtaining specialized services from other bank departments as necessary, aid and resolve customers with specific inquiries or service within authority. Seek manager approval for exceptions to normal bank procedures. Community Banking Specialists should be vigilant of the following: • Red flags for customer fraud and scams • Review out of ordinary transactions and report it to management immediately • The ability to teach the customer of popular scams and how to avoid being a victim • Promote bank services to help prevent customers from being victims of fraud/scams (online banking alerts, informational brochures, card hub, checking online banking daily etc.) 3. Refer lending inquiries to proper Loan Officer 4. Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information and customer introductions/transitions. 5. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace. 6. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), bank CIP program, Equal Credit Opportunity Act, etc. 7. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel. 8. Responds to inquiries or to requests from customers, other bank team members, etc., within given time frames and within established policy. 9. Assists the immediate supervisor with various administrative tasks to support department operations, as directed; may also be assigned special projects. 10. Ability to fill in as Community Banker. 11. Regular and predictable attendance is expected and is an essential function of the job. Ancillary Duties 1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. 2. All other duties as assigned. Job Location Must be willing and able to travel between bank offices, as needed. All levels 6748 Madison St. New Tripoli, PA 18066 Various outside locations or All levels 7747 Claussville Rd. Orefield, PA 18069 or All levels 4892 Buckeye Road Emmaus, PA 18049 Physical Requirements 1. Move inside the office to access the vault, operate office machinery, supplies, etc. 2. Must be able to communicate with all customers in a confidential manner and exchange information in person and by telephone. 3. Must be able to visually distinguish differences in currency. 4. Must be able to lift up to 50 pounds for coin counting purposes. 5. Must be able to sit and stand for substantial amount of time during the day.
    $45k-84k yearly est. 7d ago
  • Junior Sales Finance Analyst

    Provision People

    Finance associate job in Lansdale, PA

    Our award-winning client seeks a Junior Sales Finance Analyst to join their team. Are you ready to dive into a dynamic role within a rapidly expanding private food group? Our client, a leading player in the meats and meat products industry with sales exceeding $1 billion, is seeking a Junior Sales Finance Analyst to join their finance team. This is an exciting opportunity to become a key player in a smaller, growing pond and make a significant impact on the company's financial strategies. Responsibilities: Report directly to the Director of Finance and collaborate with a team of finance professionals. Navigate the financial complexities associated with the company's organic growth and acquisitions in the food industry. Focus on sales and marketing financial issues, with a particular emphasis on trade marketing (discounts, promotions, and related matters). Work closely with the sales force, making sales finance a dynamic and engaging aspect of your role. Required Qualifications: 1 to 2 years of experience. Our client is seeking collaborative analytics professionals who can contribute to the expansion of the business. Applicants with proven achievements such as optimizing marketing strategies, providing recommendations for cost savings, and enhancing sales and margins through insightful analytical reporting will be prioritized. Proven ability to handle financial challenges related to sales and marketing activities. Experience with trade marketing, including managing discounts, promotions, and related financial aspects. Strong analytical skills with the ability to provide valuable insights to support decision-making. Previous experience in a rapidly growing and dynamic business environment. Bachelor's degree in Finance, Accounting, or a related field. Experience costing in an SAP environment is a plus. The role necessitates the capability to collaborate with IT to obtain actionable insights and conduct thorough analyses.
    $56k-87k yearly est. 60d+ ago
  • Client Finance Manager

    Real Chemistry

    Finance associate job in Lambertville, NJ

    At Real Chemistry, making the world a healthier place isn't just an aspiration-it's our everyday reality. Our drive to transform healthcare is informed by our blend of deep scientific expertise, human-centred creativity, and AI-driven insights, fostering a unique environment where innovation thrives and our people are impact-obsessed. As a global agency, we provide a full suite of services across healthcare communications and marketing to our clients, including top players in the pharmaceutical and biotech industries. Our #LifeatRealChem culture is rooted in our people-we believe we are best together and are committed to excellence for both our clients and colleagues. Whether you're a seasoned professional or just starting your career, if you share our passion for healthcare and connection, we invite you to explore our opportunities. Discover your purpose. Embrace innovation. Experience #LifeatRealChem. We are seeking a Client Finance Manager to join our growing team. This position helps run and maintain the day-to-day fiscal management of a business unit within Real Chemistry as well as works closely with Account Management, Legal and various other departments. Responsibilities include being the primary support to client finance leadership and account leads, assisting in resourcing, revenue forecasting and project management. The Client Finance Manager reports to the Director, Client Finance and must be proactive and talented at fostering collaborative relationships with internal and external stakeholders. This is a great opportunity to join a dynamic, fast-growing global company! What you'll do: Manage and prepare revenue reporting - Weekly, Monthly, YTD, FY. Revenue analysis and variance analysis. Prepare budget and forecasts. Analyze staffing, utilization and billability. Manage SOW review and processing. Ensure client scope approvals and manage PO's. Effectively manage and track projects. Ensure timely billing of agency fees and out of pocket expenses. Manage recurring project status meetings. Assist with AR, WIP, Accrued and Deferred analysis. Assist with Audit requests. Collaborate with rest of Finance team. Gatekeeper for MSAs. This position is a perfect fit for you if: Our Company values - Best Together, Impact-Obsessed, Excellence Expected, Evolve Always and Accountability with an “I” - really speak to you. You are adaptable, resilient, and OK with adjusting your scope, responsibilities, and focus as we grow. When things change, so do we. We're always evolving. You are proactive, driven, and resourceful with strong prioritization skills and a desire to dive into the data. You are highly organized self-starter, able to work independently and under tight deadlines. What you should have: Bachelor's Degree in Accounting, Finance, Economics or Business Administration is required. 4+ years Client Finance/FP&A/Finance experience. Experience with enterprise level financial systems, NetSuite/Open Air is a plus. Experience working in Advertising/Public Relations firm essential Intermediate to advanced knowledge of Microsoft Office products, Word, and Outlook. Advanced knowledge of Microsoft Excel. Must possess sound judgment skills & be self-motivated with the ability to work independently to deliver quality work. Adjust priorities to respond to pressing and changing demands; meet deadlines by managing time & priorities. Appropriately involve others in a process or decision to ensure their support. Maintain working knowledge of functional area policies and procedures and general knowledge of company policy and procedures. Deliver proactive data that is relevant & whereby key decisions can be made. Professional communication manner and ability to triage messages when appropriate. Exhibit a positive, pro-active “can do” attitude with all team members and is willing to pitch in whenever needed. Pay Range: $80,000 - $85,000 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time. Real Chemistry is proud to be Great Place to Work certified; check out what our people shared about our culture and workplace on our Great Places to Work Profile here. We believe we can do our best when feeling our best, which is why we've put together a benefits program designed to give you the support you and your family need at every stage of life. Real Chemistry offers a comprehensive benefit program and perks, tailored to your region. Globally, this includes offices in our key markets with free snacks to keep you running all day long, generous holiday and paid time off, options for private medical, dental, and vison plans, and support in saving for the future. Other perks include mental wellness coaching and support and access to more than 13,000 online classes with LinkedIn Learning. Learn more about our great benefits and perks and search specific offerings in your region at: ****************************** Working with Real HART: Since the pandemic, we have adapted to how our people told us they want to work. We have office locations in cities in the US, UK, and Europe with many employees and clients that serve as hubs where and when they need us. For employees who are within an hour of one of our offices, we expect attendance in the office two days per week, either at a Real Chemistry office or onsite with clients. We are also actively opening new office locations, so if one opens near you, our Real HART policy will apply. We are not looking for attendance for the sake of attendance but believe that the opportunity to coordinate in-office team meetings, 1:1 meetings with managers, taking advantage of on-site learning, and connecting with client partners is a critical to delivering on our purpose of making healthcare what it should be. Outside of these offices, we have regions, where people work remotely but come together quarterly for collaboration, culture and learning opportunities. We call this our Real Hybrid and Regional Teams (Real HART) approach. Real Chemistry believes we are best together - and our workplace strategy fosters connection and collaboration in person - but also supports flexibility for our people. Real Chemistry is an Equal Opportunity employer. We continually strive to build and sustain an inclusive and equitable work environment where our employees feel empowered to leverage all they bring from their personal lived experience and professional expertise, to make our team the best in the industry. We encourage motivated and qualified applicants to apply without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity/expression, ethnic or national origin, age, physical or mental disability, genetic information, marital information, or any other characteristic protected by federal, state, or local employment discrimination laws where Real Chemistry operates. Should you require accommodations throughout the interview process please let your recruiter know. *Notice: Real Chemistry and its affiliates' names are being misused by scammers through messaging services, fake websites, and apps. Do not share personal or financial information or make payments to any unverified sources claiming to be connected to Real Chemistry. We are working to stop these unauthorized activities and protect our community. Read more here.
    $80k-85k yearly Auto-Apply 46d ago
  • Personal Banker

    Mauch Chunk Trust Company

    Finance associate job in Lehighton, PA

    Full-Time, Lehighton Branch located at 735 Blakeslee Boulevard Drive East, Lehighton, PA 18235 GENERAL DUTIES AND RESPONSIBILITIES: The Personal Banker is responsible for promoting business for the Bank and maintaining good customer relations by performing as an active member of the branch office sales/service team: conducts sales and cross-sales of all financial products and services to prospective and existing customers; completes documentation and performs point-of-sale processing of all types of new accounts and loan applications; identifies and refers prospective customers to the Wealth Management area of the Bank: provides direct teller service to Bank customers; responds to inquires and request from customers; provides leadership and support to less experienced staff members. ESSENTIAL JOB FUNCTIONS: 1. Actively assists in performing the branch office sales function: a. Completes the documentation and performs point-of-sale processing on all types of new accounts, services and loan applications/closings. b. Assists in obtaining sales and growth objectives for the branch. c. Solicits new business from existing and prospective customers; maintains ongoing business relationship with present customers in order to maximize cross-selling opportunities. d. Actively makes referrals to the Wealth Management area of the bank. e. Provides sales information on a timely basis for sales performance reports via bank software programs. f. Monitors individual sales performance versus objectives monthly; frequently reviews current job performance with supervisor. g. Demonstrates sufficient sales skills to meet assigned goals by following the MCT Sales Process and Customer Contact Program. 2. Maintains a thorough knowledge of the features and benefits of all of the Bank's products and services in order to determine how best to meet the customer's needs in order to cross sell bank products and services. 3. Maintains a working knowledge of general financial issues customers face related to asset management, credit management, education, family support and retirement in order to assist customers in obtaining specialized services from other divisions as necessary. 4. Provides direct service to customers with respect to deposit products and services; provides help to customers with specific inquiries or service problems. 5. Performs various teller duties relating to paying, receiving, and balancing functions. Position may require staff to "float" to other Bank locations as needed. 6. Provide leadership and support to less experienced staff members. 7. Personally prepares various forms and reports and provides information as requested by management. 8. Complies with all corporate policies, procedures and federal regulations. 9. Offers suggestions and participates with branch event marketing activities. 10. Performs any other related duties as assigned or as necessary. EDUCATION, TRAINING AND EXPERIENCE: Education - high school diploma or equivalent One to three years personal banker experience Proven track record in selling bank products Working knowledge in wealth management Problem solving and decision making skills Intermediate keyboarding skills Moderately complex math skills Ability to create written materials Ability to communicate effectively with co-workers and customers Physical/Mental Requirements: Job functions are performed in an office environment. Incumbent operates various types of office equipment, secures supplies and files, communicates with customers and/or other employees and is frequently required to move about the branch and/or office location. Physical demands involve any or all of the following: digital dexterity and eye/hand coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak to and to hear customers and/or other employees on the telephone and in person; body and motor skills sufficient to enable the incumbent to move from one office location to another; must be capable of learning to use complex data processing equipment and performing moderate to complex mathematical calculations; must be able to work extended hours as needed.
    $34k-51k yearly est. 6d ago
  • Personal Banker II

    Citadel 4.7company rating

    Finance associate job in East Norriton, PA

    Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization's success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs. Duties and Responsibilities * Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel's Class Service Principles of Accuracy, Convenience, Respect, and Value. * Recognize opportunities to promote or sell Citadel's products and services as a means for serving customers' financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals. * Accurately perform customers' financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs', and/or Inline Teller Machines. * Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual's financial goals. * Meet customers' needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events. * Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards. * Ensure operational and financial safety and soundness through knowledge and sound decision making. * Adhere to Citadel's operational compliance and security policies, as well as applicable state and federal laws. * Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization. * Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner. This includes actively learning, demonstrating and fostering Citadel's corporate culture in all actions and words, as well as treating everyone with respect and consideration, regardless of status or position. * Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS. * Remain compliant with the Bank Secrecy Act by completing annual BSA training. * Maintain confidentiality of members financial information in a secure and secure manner * Ability to work Saturdays. * Perform other duties as assigned. Qualifications and Education Requirements Experience * 2 + years of sales and face-to-face customer service experience. * 3 + years sales and face-to-face customer service experience. Preferred * Prior financial industry experience. Preferred * Cash handling experience. Preferred * NMLS. Preferred * Notary. Preferred * PC literacy * Ability to navigate multiple software applications * Ability to achieve sales goals through outstanding service. * Strong attention to detail. * A track record of working effectively in a team environment and building solid relationships. * Ability to multi-task. * Excellent communication, judgment, decision and problem solving skills. * Ability to understand and follow direction. * Ability to maintain confidentiality, use tact and diplomacy. * Demonstrate professionalism through dress and demeanor * Ability to develop business organically with a strong customer service background * Self-Motivator who holds themselves accountable for achieving goal * Strong technical skills and ability to work with multiple systems such as CEB machines * Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity Education * High School Diploma or equivalency Performance Measurements Performance metrics will be established each year based on corporate and strategic goals. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Employees may experience swings in work-related demands placed upon them by members. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel. EEO Statement Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
    $30k-39k yearly est. 20d ago

Learn more about finance associate jobs

How much does a finance associate earn in Bethlehem, PA?

The average finance associate in Bethlehem, PA earns between $32,000 and $97,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Bethlehem, PA

$56,000
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