Portfolio Manager Jobs in York, PA

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Finance Manager

York, PA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
We are looking for an experienced Finance Manager to lead the financial operations of our industrial business in York, Pennsylvania. This position plays a central role in delivering accurate reporting, guiding financial planning, and helping leadership make informed business decisions. The ideal candidate brings strong accounting knowledge, sound business judgment, and the ability to translate financial data into practical insights that support growth and operational performance. Responsibilities:• Collaborate with operational and senior leaders to evaluate business performance and support strategic financial decisions.• Prepare and present timely financial reports, highlighting trends, risks, and key factors affecting results.• Build financial models, investment analyses, and business cases to support capital spending and special initiatives.• Direct monthly and annual close activities, ensuring complete and accurate reporting within established deadlines.• Review financial performance against plans and forecasts, identifying variances and recommending opportunities for improvement.• Lead the development of annual budgets, recurring forecasts, and longer-term financial plans.• Maintain compliance with accounting requirements, internal controls, and company financial procedures.• Coordinate support for internal and external audits and help address audit requests efficiently.• Oversee payables, receivables, collections, disbursements, and cash flow activities in partnership with treasury and operations.• Travel as needed to support business and finance priorities.
2026-10-16T00:00:00Z

Finance Manager

Shiremanstown, PA
onsite
Temporary / Contract
27 - 34 USD / Hourly
Our nonprofit organization is dedicated to making a meaningful impact in the communities we serve. We are seeking a mission-driven Finance Manager to oversee financial operations, ensure fiscal accountability, and support strategic decision-making that advances our mission. Why Join Us?:<ul><li>Opportunity to make a meaningful impact in a mission-driven environment.</li><li>Collaborative and supportive leadership team.</li><li>Competitive compensation and benefits package.</li><li>Professional growth and development opportunities.</li></ul> Position Summary:The Finance Manager will be responsible for managing the organization's day-to-day accounting and finance functions, including financial reporting, budgeting, grant tracking, cash flow management, and compliance. This individual will work closely with leadership to ensure strong financial stewardship and support the organization's long-term sustainability. Key Responsibilities:<ul><li>Oversee daily accounting operations, including accounts payable, accounts receivable, general ledger, and bank reconciliations.</li><li>Prepare monthly, quarterly, and annual financial statements and management reports.</li><li>Develop and monitor organizational budgets and forecasts.</li><li>Track grant funding, restricted funds, and program expenditures to ensure compliance with donor and grant requirements.</li><li>Manage cash flow, investments, and financial planning activities.</li><li>Coordinate annual audits and serve as the primary liaison with external auditors.</li><li>Ensure compliance with nonprofit accounting standards, internal controls, and applicable regulations.</li><li>Prepare and review journal entries, account reconciliations, and financial analyses.</li><li>Support leadership with financial modeling, strategic planning, and operational decision-making.</li><li>Supervise and mentor accounting staff, as applicable.</li></ul>
2026-10-15T00:00:00Z

Financial Planning & Analysis Manager

Denver, PA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
We are looking for a strategic Financial Planning & Analysis Manager to support a growing organization. The FP&A Manager will shape core planning and reporting processes, turning financial and operational data into clear guidance for leadership. The role is well suited for someone who can balance detailed analysis with broader business perspective while helping build a scalable FP&A function that supports profitable growth. Responsibilities:• Direct the companywide budget cycle and produce forward-looking financial plans across the income statement, balance sheet, and cash flow statement.• Maintain monthly forecasting models that reflect business performance, operational assumptions, and changing market conditions.• Work closely with sales and operations planning partners to align financial outlooks with production, demand, and supply inputs.• Provide leadership stakeholders with meaningful analysis, scenario evaluation, and recommendations to support strategic and day-to-day decisions.• Create reporting that measures gross margin performance across products and customers to highlight trends and improvement opportunities.• Review customer rebate programs and sales commission activity to ensure accurate tracking and insightful performance analysis.• Oversee reporting related to capital spending and monitor investment activity against approved plans.• Evaluate commodity cost exposure, including copper-related impacts, and summarize potential financial effects for the business.• Prepare and update a rolling cash flow view to support liquidity planning and short-term decision-making.• Serve as the internal Power BI expert, enhancing dashboards, reporting tools, key performance metrics, and ad hoc financial analysis capabilities.
2026-10-30T00:00:00Z

Financial Advisor

Harrisburg, PA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service. Responsibilities: • Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance. • Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals. • Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches. • Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs. • Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities. • Expand business opportunities through prospecting, referrals, networking, and engagement within the community. • Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions. • Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
2026-10-23T00:00:00Z

Project Accountant

Manheim, PA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a Project Accountant to support construction projects by overseeing financial activity from project setup through final closeout in Manheim, Pennsylvania. This position works closely with project management and preconstruction teams to strengthen cost visibility, maintain accurate billing, and uphold compliance with contract terms. The role is well suited for someone who combines strong construction accounting knowledge with a detail-oriented approach to reporting, receivables, and project controls. Responsibilities:• Establish financial records for newly awarded projects in the accounting system, ensuring budgets, cost categories, and phases reflect approved estimates and project needs.• Review and process project-related vendor invoices, assigning costs accurately to the appropriate job, phase, and cost structure.• Track budget performance by comparing committed, planned, and actual project costs, and communicate notable variances to project leadership.• Partner with Project Managers to keep cost-to-complete forecasts current and support informed financial decision-making throughout the project lifecycle.• Prepare and issue monthly client billings in accordance with contract requirements, including standard industry forms and customer-specific invoicing formats.• Examine contract documents and billing provisions with internal teams and customers to confirm invoicing accuracy and alignment with contractual obligations.• Record incoming customer payments, assist with accounts receivable follow-up, and support collection efforts to improve cash flow on assigned projects.• Coordinate financial administration for subcontract agreements, purchase orders, change orders, retainage releases, and lien waiver documentation using project accounting tools.• Maintain organized, audit-ready project files and contribute to month-end close, work-in-progress reporting, percentage-of-completion revenue recognition, licensing support, and audit or surety information requests.• Help improve accounting workflows and reporting practices within project financial systems while providing additional accounting support as needed.
2026-10-13T00:00:00Z

Project Manager - Operations

Nottingham, MD
onsite
Temporary / Contract
43.5385 - 50.413 USD / Hourly
We are looking for an experienced Project Manager - Operations to support a patient-focused healthcare technology organization in Nottingham, Maryland. This Contract position will lead operational coordination efforts that improve service delivery, strengthen the patient experience, and align cross-functional teams around efficient execution. The ideal candidate brings a strong background in healthcare operations, patient support workflows, and performance-driven process improvement within a fast-paced environment. Responsibilities: • Direct day-to-day operational activities for a patient support and coordination function, ensuring timely, consistent service across the care journey. • Guide and develop team performance by setting expectations, monitoring outcomes, and promoting a high standard of service for patients and partners. • Design and refine workflows that improve intake, referral handling, onboarding, and follow-through for patients receiving therapy-related support. • Partner with clinical, reimbursement, sales, technical support, and operations teams to resolve issues and maintain smooth communication across departments. • Track service metrics and operational indicators to identify trends, remove bottlenecks, and improve overall efficiency and patient satisfaction. • Oversee escalation management by addressing complex service concerns and driving timely resolution for patients, caregivers, and providers. • Support insurance verification, reimbursement coordination, and related operational activities that affect patient access to services and equipment. • Lead continuous improvement initiatives, including operational changes or transition-related efforts when needed, to strengthen service quality and scalability.
2026-10-27T00:00:00Z

6 results for Portfolio Manager in York, PA