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3 results for Portfolio Manager in York, PA

Construction Project Manager

Lebanon, PA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
Construction Project Manager<ul><li>Ability to manage multiple construction projects at one time. Projects include renovations, additions, and new build.</li><li>Ability to interpret design documents and validate subcontractor / vendor quotes and proposals ensuring adherence to project requirements.</li><li>Develop / maintain subcontractor and supplier relationships.</li><li>Solicit building permits and / or manage the submission process as needed.</li><li>Manage RFI, submittal processes, and project cost control.</li><li>Prepare monthly project billings for assigned projects.</li><li>Understands project costs and capable of managing and tracking large project budgets through completion. This includes change orders with a focus on profitability and loss control.</li><li>Communicate effectively with clients and AFS Team.</li><li>Understands importance of smooth transition from preconstruction to construction teams.</li><li>Fosters cooperation from A/E design professionals, clients, subcontractors, vendors, and AFS own workforce.</li><li>Commitment to smooth project closeout, inspections, and turn-over.</li></ul>
2026-07-30T00:00:00Z

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.
2026-08-14T00:00:00Z

Project Accountant

Lancaster, PA
onsite
Permanent / Full Time
75000 - 95000 USD / Yearly
An established and growing organization is seeking a Project Accountant to join its Accounting & Finance team. This role will serve as a key liaison between Accounting, Operations, Project Management, and other business partners to ensure accurate financial management of projects from setup through completion. Key Responsibilities<ul><li>Manage project accounting activities including project setup, maintenance, billing, revenue recognition, and financial analysis.</li><li>Track project budgets, costs, labor utilization, funding, and overall financial performance.</li><li>Partner with Project Managers and operational teams to ensure expenses, labor, and subcontractor costs are properly recorded and allocated.</li><li>Support customer invoicing, project reconciliations, month-end close activities, and project-related journal entries.</li><li>Prepare budget-to-actual reporting, profitability analysis, funding utilization, and project forecasting.</li><li>Identify financial risks, process improvement opportunities, and operational issues before they impact reporting.</li><li>Assist with system enhancements, process documentation, audit requests, and continuous improvement initiatives.</li></ul>
2026-08-21T00:00:00Z