11 results for Financial Advisor Assistant in Bethlehem, PA

Financial Sales Analyst

Hatfield, PA
onsite
Permanent
75000 - 90000 USD / Yearly
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.
2026-03-16T00:00:00Z

Executive Assistant

Mount Pocono, PA
onsite
Contract / Temporary to Hire
31 - 38 USD / Hourly
Robert Half is partnering with a local organization in the Mount Pocono area to hire a detail‑oriented Executive Assistant to support their leadership team. This is an excellent opportunity for a highly organized, proactive professional who thrives in a fast‑paced environment and enjoys being the right hand to senior executives. Key Responsibilities:<ul><li>Manage complex calendars, coordinate meetings, and arrange travel for executive leadership.</li><li>Serve as the primary point of contact between executives, internal teams, and external partners.</li><li>Prepare, edit, and maintain executive-level correspondence, reports, and presentations.</li><li>Handle confidential information with discretion and professionalism.</li><li>Support day‑to‑day operations by prioritizing tasks, tracking deadlines, and ensuring workflow efficiency.</li><li>Assist with project coordination, meeting preparation, and follow-up action items.</li><li>Maintain organized filing systems—both electronic and physical.</li><li>Provide general administrative support as needed to ensure seamless executive operations.</li></ul>
2026-03-31T00:00:00Z

Executive Assistant

Center Valley, PA
onsite
Temporary
23 - 25 USD / Hourly
Are you a proactive professional with exceptional organizational and communication skills? Robert Half is seeking an Executive Assistant to provide high-level administrative support to senior leadership, ensuring efficient operations and driving positive outcomes. Key Responsibilities:<ul><li>Manage complex calendars, schedule meetings, and coordinate travel arrangements for executives.</li><li>Prepare correspondence, reports, presentations, and other documents with accuracy and professionalism.</li><li>Liaise between executives and internal/external stakeholders to facilitate communication and project follow-through.</li><li>Handle confidential information with discretion.</li><li>Organize and prioritize incoming requests, ensuring timely responses and completion of tasks.</li><li>Assist with event planning, expense reporting, and operational coordination.</li><li>Support ad hoc projects and contribute to a positive office culture.</li></ul>
2026-03-13T00:00:00Z

Executive Assistant

Warren, NJ
onsite
Permanent
85000 - 110000 USD / Yearly
Our client, a rapidly growing technology company, is seeking a highly organized and proactive Executive Assistant to support their CEO. This is a pivotal role for someone who thrives in a fast-paced, and high-growth environment. Industry experience is highly preferred. Position OverviewThe Executive Assistant will serve as a strategic partner to the CEO, ensuring seamless day-to-day operations, effective communication, and efficient prioritization of key initiatives. This individual will play a critical role in supporting both internal coordination and external engagement. Salary is 85,000 - 110,000. Benefits include health insurance, 401k, and PTO Key Responsibilities<ul><li>Serve as the primary point of contact for all CEO communications, including managing and prioritizing a high-volume inbox</li><li>Coordinate and manage a complex executive calendar, scheduling meetings across multiple time zones and shifting priorities as needed</li><li>Attend meetings, capture detailed notes, and track action items to ensure timely follow-up and execution</li><li>Arrange all aspects of domestic and international travel, including logistics, itineraries, and accommodations</li><li>Draft, schedule, and manage content for the CEO’s professional social media presence in alignment with company messaging</li><li>Collaborate cross-functionally with internal teams and external stakeholders while maintaining a high level of confidentiality</li><li>Anticipate needs and proactively support the CEO in a dynamic, fast-moving environment</li></ul>
2026-03-18T00:00:00Z

Financial Data Specialist

Trenton, NJ
remote
Temporary
17 - 18 USD / Hourly
Our client is seeking a Financial Data Specialist. The Financial Data Specialist will be responsible for capturing, analyzing, and validating information. This individual will work closely with both internal teams and external market participants, providing high-quality data support and resolving complex inquiries. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, data-driven environment. Key Responsibilities: • Build and maintain strong relationships with internal stakeholders and external market participants, including exchanges, financial institutions, and legal entities • Serve as a subject-matter expert (SME) • Collaborate cross-functionally to identify dependencies impacting data quality and ensure accurate data delivery across platforms • Respond to client inquiries in a timely and professional manner, delivering high-quality support • Escalate and communicate data issues or client feedback to appropriate teams to drive improvements • Identify opportunities to enhance processes, workflows, and data accuracy
2026-03-24T00:00:00Z

Fund Accountant

Wayne, PA
onsite
Permanent
0 - 0 USD / Yearly
Reputable, private equity firm seeks a success-driven, Fund Accountant who is eager to grow within the funds/investment industry. In this role, you will be responsible for overseeing numerous financial funding and investment operations such as: tracking budgeting and forecasting models, preparing financial statements, assisting with the annual audit process, completing treasury and compliance tasks, monitoring fund expenses, and communicating fund performance and financial results to management/stakeholders. The ideal Fund Accountant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of generally accepted accounting principles. Primary Responsibilities· Capture and record fund activities· Daily AP/AR transactions· Oversee various investment funds· Prepare fund accounting financial statements/reports· Assist with the annual audit process· Supervise reconciliation of investment portfolios· Gather treasury filings as needed· Maintain strong client relationships· Ad hoc vendor relation projects
2026-03-10T00:00:00Z

Sr. Investment Manager & Financial Planning Supervisor

Morristown, NJ
onsite
Permanent
150000 - 200000 USD / Yearly
An RIA based in the greater Parsippany, NJ area is currently expanding their team and looking to add an Investment & Financial Planning Analyst to their team. The Investment & Financial Planning Analyst will support a growing team of financial advisors by providing in-depth investment analysis, research, and modeling, conducting tax planning activities (such as ROTH conversions), and supporting complex financial planning. The ideal Investment & Financial Planning Analyst will have 7-10+ years' experience working for RIA's and wealth management firms, will have extensive knowledge of investments (Mutual Funds, ETF's, etc.), and will be knowledgeable in tax planning research. Strong Excel and critical thinking skills are a must.
2026-03-26T00:00:00Z

Financial Reporting Manager

Norristown, PA
onsite
Permanent
0 - 0 USD / Yearly
One of our thriving clients is looking to add a Financial Reporting Manager to their successful finance team. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis processes, preparing financial statements and reports, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-03-16T00:00:00Z

Finance Manager

Bridgewater, NJ
onsite
Permanent
140000 - 170000 USD / Yearly
140,000 - 170,000 benefits:<ul><li>paid time off</li><li>401k</li><li>hybrid</li></ul>Responsibilities:<ul><li>Lead financial planning, budgeting, and forecasting activities for assigned business units.</li><li>Manage and analyze GTN components, accruals, reserves, and deductions.</li><li>Provide financial insights to support pricing, contracting, and commercial strategy.</li><li>Partner with cross‑functional teams (Sales, Accounting, FP&A, Market Access) to support revenue and GTN forecasting.</li><li>Prepare monthly reporting packages, variance analysis, and performance dashboards.</li><li>Support audits, compliance, and internal controls related to GTN and revenue processes.</li><li>Drive continuous improvement in financial processes, modeling, and reporting.</li></ul>
2026-03-09T00:00:00Z

Financial Controller

Philadelphia, PA
onsite
Temporary
30 - 35 USD / Hourly
Robert Half has partnered with a dynamic organization in search of a Financial Controller on a short-term contract basis to join our team located in the Greater Philadelphia Region. As a Financial Controller, the role will be centered around Financial Reporting, Month End Close, and Payroll operations. What you get to do every single day:• Oversee and manage all aspects of financial reporting within the organization.• Ensure the timely and accurate preparation of monthly, quarterly, and annual financial statements.• Supervise the month-end close process and ensure it is completed accurately.• Manage payroll functions, ensuring that all procedures are carried out efficiently and in compliance with regulatory requirements.• Develop and implement financial control procedures and systems to enhance financial performance.• Monitor financial details to ensure that legal requirements are met.• Coordinate with external auditors and manage internal controls.• Oversee budget preparation and financial planning processes.• Manage and track the performance of invested assets in alignment with company's policies and investment strategy.
2026-03-18T00:00:00Z

Financial Reporting Manager/Senior Accountant

Wayne, PA
onsite
Permanent
115000 - 130000 USD / Yearly
We are assisting one of our clients on a confidential search for a Financial Reporting Manager/Senior Accountant who is looking for strong growth opportunities! This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, audit and controls management, technical accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manager/Senior Accountant will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-03-10T00:00:00Z