Add your latest resume to match with open positions.

5 results for Portfolio Manager in York, PA

Portfolio Manager

Timonium, MD
onsite
Permanent / Full Time
125000 - 135000 USD / Yearly
We are looking for a Portfolio Manager to join a private wealth management firm in Maryland. In this role, you will partner with senior leadership and advisors to support investment analysis, portfolio oversight, client communications, and business development efforts. This opportunity is well suited for a finance specialist who combines strong market knowledge with strong presentation skills and a client-focused mindset. Responsibilities: • Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives. • Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations. • Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations. • Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios. • Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts. • Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates. • Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing.
2026-06-08T00:00:00Z

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>
2026-05-22T00:00:00Z

Financial Planning & Analysis Manager

Mechanicsburg, PA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Robert Half is partnering with a company in the Mechanicsburg area to hire an experienced Financial Planning & Analysis (FP&A) Manager. In this role, you will play a critical part in shaping the company’s financial strategies by providing insightful analysis, developing advanced financial models, and driving data-informed decision-making. Your expertise will support organizational growth and ensure effective financial management across the business. Responsibilities:• Lead the budgeting and forecasting processes to ensure accurate financial planning.• Develop, refine, and maintain financial models to support strategic decision-making, including revenue projections, cash flow analysis, and scenario planning.• Oversee the calculation and review of financial covenants to ensure compliance and accuracy.• Provide support for inventory planning and effective debt management strategies.• Analyze financial results and deliver actionable insights to executive leadership.• Utilize business intelligence tools to uncover opportunities for improved performance and operational efficiency.• Prepare comprehensive board reports, including clear and concise financial summaries.• Monitor financial performance by analyzing trends and variances, while providing recommendations for improvements.• Partner with operations teams to ensure robust financial reporting and management.• Collaborate with the leadership team to maintain and update budgets and forecasts.
2026-05-29T00:00:00Z

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.
2026-06-06T00:00:00Z

Operations Finance Manager

Lancaster, PA
onsite
Permanent / Full Time
120000 - 130000 USD / Yearly
We are looking for an Operations Finance Manager to drive financial performance across logistics, distribution, and fulfillment activities. This role partners closely with supply chain and operations leaders to improve cost visibility, strengthen forecasting, and support profitable decision-making. The ideal candidate brings a strong command of operational finance, cost analysis, and working capital management within a manufacturing or distribution environment. This role is based in Lancaster, PA Responsibilities:<ul><li> Lead financial oversight for logistics, fulfillment, and working capital performance, providing guidance that supports sound operational decisions.</li><li> Manage the accounting and analysis of distribution spending, freight activity, and supply chain cost center results to ensure accurate reporting and timely review.</li><li> Translate operational and financial data into actionable recommendations that improve resource use and support margin performance.</li><li> Identify cost risks early, evaluate potential business impact, and recommend corrective actions to reduce unexpected financial outcomes.</li><li> Prepare monthly outlooks and quarterly forecast updates for cost of goods sold, freight, and distribution expenses.</li><li> Support annual planning activities and align financial expectations with the 18-month sales and operations planning cycle.</li><li> Produce reliable net working capital forecasts with particular attention to inventory flow, logistics costs, and fulfillment-related drivers.</li><li> Partner with cross-functional teams on logistics and fulfillment initiatives, validating financial timing, savings assumptions, and project results.</li><li> Develop and maintain costing tools, standard cost structures, and allocation methodologies for imports, third-party sourcing, and internal supply activities.</li><li> Serve as a key operations finance system resource, contributing to process improvements that enhance efficiency, inventory accuracy, and audit-ready costing practices.</li></ul>
2026-05-27T00:00:00Z