67 finance jobs found in Lancaster, PA

Join JPMorgan Chase’s Consumer & Community Bank Finance Integration team! The Firmwide Financial Controllers organization ensures the accuracy, integrity, and timeliness of the Firm’s books and records, while providing essential reporting to both internal and external clients. Within this group, the Finance Integration Team manages the end-to-end change management agenda to prepare Controllers for new products and systems. Team activities include conducting impact assessments, defining business and technology requirements, creating testing strategies, supporting end-to-end testing, and documenting changes to establish new operating models. Due to the complexity of these initiatives, the team collaborates closely with stakeholders across the organization, including Controllers, Product, and Technology partners.   As a Financial Control Project Manager – Associate within our Consumer & Community Bank Finance Integration team, you will offer project management support for one...

Join the PLCF finance team serves as a planning and analytical resource to help executives manage, forecast, plan and gain insight into the financial profitability of the business and assess new business opportunities. The Business Development finance team responsibilities include preparation and analysis of new business opportunities; preparation of origination forecasts, profitability analyses for loan and lease products, and residual risk management analysis; creating templates, models and schedules to be utilized for IT book of work submissions, deal approval workflows and preparation of management reports; facilitating expense planning/forecasting activities by providing forecasted data, operating structures and analytical support; acting as a financial liaison between the various functional areas involved in the deal making process and the CFO organization; and preparing presentations for review with management. Ideal candidate will help support the Partnerships finance...

Join the JPMorganChase Card Finance Analytics team to help drive key business decisions and support the growth and success of the Card business!   As an Associate on the Card Finance Analytics team, you will support the P&L forecasting framework and perform financial analysis that directly influences the Card Existing Customer Marketing decision engine. In this role, you will build knowledge of the Card spend engagement marketing investment P&L, campaign results analysis, and the Portfolio Marketing Investment Review process. You will partner with key finance teams, Card Controls/Risk, and business stakeholders to drive critical business decisions and  deliver financially optimal and effective customer usage programs . Job responsibilities Build clear and concise business cases that explain the rationale, costs, benefits, and potential risks of existing card marketing tactics. Maintain and update P&L forecasting outputs to...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.  Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.  Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a...

Location: 838 East Baltimore Pike - Kennett Square, Pennsylvania 19348 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the integrity of the firm’s financial information and support key financial control activities. The Firm-wide Financial Controllers is a global organization accountable for the integrity of the books and records of the Firm and accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and controls across all businesses to ensure the firm’s financial information is accurately depicted for reporting and regulation purposes. The most common functions and activities owned by Firm-wide Financial Controllers (FFC) include but are not limited to the following: financial analysis, consolidation, reporting, balance sheet reconciliation/certification/substantiation, general ledger reconciliation reporting & governance, inter-entity control and governance, manual accounting/bookings to the general ledger...

Step into the role of Trade Lifecycle Associate I at JPMorganChase, where you'll be a vital part of managing the pre- and post-trading life cycle. Your expertise in cash movements and funding coordination will be essential in ensuring seamless trade processing and operational excellence. As a Trade Lifecycle Associate I within JPMorganChase, you will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes. Your expertise in cash movements, funding, and coordination with other business lines will ensure seamless trade processing on our platforms. You will leverage your broad knowledge of trade lifecycle principles and practices to propose and implement improvements to our current working methods. Your role will involve diverse activities requiring analysis and judgement within defined boundaries, and you will often be responsible for guiding the work of others. Your proficiency in listening and questioning, internal...

We are hiring an Asset Servicing Analyst to support our growing business, with a primary focus on the Private Bank Tax Smart Long/Short margin corporate action function. This role is designed for a candidate with relevant operations/asset servicing experience who can bring an innovative mindset, strong ownership, and the ability to deliver first-class service in a deadline-driven, control-focused environment. As an Asset Servicing Analyst within the Asset & Wealth Management line of business, you will be an integral part of the Asset Servicing organization, supporting Corporate Actions and closely partnering with teams across Front Office, Finance, Tax, Legal, Advisors, Client Service, Portfolio Managers, and global Operations to ensure accurate, timely execution and risk mitigation for the firm and clients. Job responsibilities: Support the Corporate Actions function within the Asset Servicing lifecycle, with primary focus on Tax Smart Long/Short margin corporate...

Join the North America Legal Entity Control group who oversees regulatory reporting for the firm’s key client-facing U.S. broker-dealer legal entities: J.P. Morgan Securities LLC (JPMS) and J.P. Morgan Prime Inc. (JPMP).  The Regulatory Reporting team within the Commercial & Investment Bank (CIB) Controllers – North America Legal Entity Control group oversees regulatory reporting for the firm’s key client-facing U.S. broker-dealer legal entities: J.P. Morgan Securities LLC (JPMS) and J.P. Morgan Prime Inc. (JPMP). Core responsibilities include monitoring daily, weekly, and monthly regulatory calculations and external reporting related to regulatory capital and customer protection requirements for JPMS and JPMP, as well as preparing and filing standalone regulatory reports including FOCUS, SSOI, OBS, 10-Q/K disclosures, and various other supplemental filings.  The team partners closely with Product Controllers, Financial Controllers, Risk Management, Operations, Legal and...

JPMorgan Chase is seeking a highly skilled Associate to join our Consumer & Community Bank Financial Control team.   As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the integrity of the firm’s financial information and support key financial control activities. The Firm-wide Financial Controllers is a global organization accountable for the integrity of the books and records of the Firm and accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and controls across all businesses to ensure the firm’s financial information is accurately depicted for reporting and regulation purposes.   The most common functions and activities owned by Firm-wide Financial Controllers (FFC) include but are not limited to the following: financial analysis, consolidation, reporting, balance sheet reconciliation/certification/substantiation, general ledger...

Join a team where data rigor meets real‑world impact in global Securities Services. As a US Tax Withholding Associate, you’ll turn complex IRS rules into precise, audit‑ready outcomes—driving accurate withholding, airtight controls, and year‑end reporting at scale. Partner across Tax, Technology, and Client Service to automate data quality, resolve cross‑border scenarios, and reduce risk for clients across asset classes. The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. The associate will apply IRS Chapters 3 and 4 rules, review tax documentation (W‑8/W‑9), execute withholding and deposits, and support year-end reporting (1042‑S/1099). Success in this role requires exceptional attention to detail, rigorous adherence to control procedures, and comfort...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...