- Huntington National Bank (Harrisburg, PA)
- …+ Understanding of Financial documentation from IRS documentation to personal client financial detail + Ability to translate a Cash flow analysis ... and communicate assessment to clients + Excellent communication, customer service, and interpersonal skills + Strong organizational skills with attention to detail Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes… more
- The Hartford (King Of Prussia, PA)
- …compilation of multi-year strategies and plans through market research, secondary research, client , operational and financial performance analysis. + Bridge and ... in partnership with the Small Business field Sales organization, National Client Practices team, Small Business Underwriting, and Small Business Product… more
- PNC (Jenkintown, PA)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and… more
- Robert Half Finance & Accounting (Media, PA)
- …. Review and enter journal entries . Assist in the preparation of client reports, financial statements, and investor communications . Reviewing lease agreements ... development firm seeks a Portfolio Accountant with strong knowledge of financial instruments and portfolio accounting principles. The Portfolio Accountant will be… more
- Huntington National Bank (Harrisburg, PA)
- …thoughtful rationale in design decisions + Ability to analyze corporate financial statements, client business needs and make appropriate recommendations ... Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track… more
- Public Consulting Group (Harrisburg, PA)
- …budgets with performance goals. **Duties and Responsibilities** + Provide consulting support to client projects, with a focus on financial strategy and analysis. ... and programmatic support. This role places a strong emphasis on financial consulting, including cost analysis, funding strategy development, and fiscal impact… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …estate planning strategies and wealth transfer plans for clients. + Manage financial transaction requests and client account movements (eg, wires, trades). ... Description Overview: The Senior Financial Planning Associate will work closely with advisors...monthly and quarterly performance reports. + Monitor and update client investment asset allocations. + Conduct research and due… more
- UMB Bank (Harrisburg, PA)
- …key position reports to the EVP/National Marketing Manager and has access to company financial , market, client , and personnel information. . You will market to ... referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from… more
- PNC (Philadelphia, PA)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis,… more
- Robert Half Finance & Accounting (King Of Prussia, PA)
- Description Robert Half has partnered with a stable client on their search for a Financial Data Accountant with proven compliance reporting experience. This ... Financial Data Accountant role involves analyzing and reconciling ...Financial Data Accountant role involves analyzing and reconciling financial information, supporting automation initiatives, and collaborating with multiple… more