Exton, PA

Finance Jobs in Exton, PA

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Today

Temporary Finance Assistant

PeopleShare Exton, PA

Exton, PA

Today

$20 - $25/hr Full time Accounting Data Analytics Data Processing

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Job Description

PeopleShare is hiring a Temporary Finance Assistant in Exton, PA (onsite) for a short-term support project focused on backlog reduction and month-end accounts receivable activity. This role is ideal for someone who can jump in quickly, keep transactions clean in Microsoft Dynamics 365 Finance & Operations (D365 F&O), and help ensure customer billing and payments are processed accurately.

Schedule: Monday to Friday, 8:00 AM to 5:00 PM (with some schedule flexibility).
Pay rate: $20.00 to $25.00 per hour.
Assignment length: Approximately 2 weeks (temporary project assignment).

What you’ll be doing

Process and settle customer invoices within Microsoft Dynamics 365 Finance & Operations (D365 F&O)
Apply customer payments and account credits accurately
Review, reconcile, and clear open accounts receivable transactions
Support customer account reconciliations and help resolve discrepancies
Assist with tariff refund processing activities
Help the Accounts Receivable team with backlog reduction and month-end processes
Maintain accurate records and ensure data integrity across the AR workflow

What we need from you

Hands-on experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O)
Previous Accounts Receivable experience required
Experience with invoice processing, cash applications, invoice settlements, and credit memo management
Strong attention to detail and accuracy
Ability to work independently with minimal supervision
Experience reconciling customer accounts and resolving AR discrepancies preferred
Strong organizational and problem-solving skills

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5d ago

Finance Analyst

SCA Health Exton, PA

Exton, PA

5d ago

$68k - $73k/yr Full time Accounting Analytical Skills Analytics

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Job Description

SCA Health (US Digestive Health) is seeking a detail-oriented Finance Analyst to help support financial planning, reporting, and operational decision-making across a network of gastroenterology practices and ambulatory surgery centers. The role collaborates closely with Finance, Accounting, Revenue Cycle, Operations, and senior leadership to evaluate performance, identify trends, and deliver actionable insights.

Key Responsibilities

Prepare and distribute management reports and provide operational analysis for internal use.
Support budget development, strategic planning, and re-forecasting activities in partnership with stakeholders to advance company goals.
Assist with monthly and quarterly financial reporting packages, including budget-to-actual comparisons and variance analysis.
Review historical and future performance trends; create reports and provide advice to management on appropriate actions.
Analyze revenue, operating expenses, profitability, and key financial trends across practices, providers, and service lines.
Partner with business unit owners to define and measure monthly KPI reporting (business operations metrics) for leadership review.
Provide financial support to corporate functions and operational leadership.
Create and critique forecasts and trends for expenses, identifying issues and opportunities.
Collaborate with Accounting during the month-end close process to review results and investigate variances.
Complete ad hoc financial analysis and special projects as requested by leadership.
Maintain regular communication with corporate functional leaders.
Assist with business case scenarios for strategic investments.

Requirements

Bachelor’s degree in Accounting, Finance, or Business Administration (or equivalent business experience).
Experience working with business or unit management teams as a value-add resource and trusted advisor.
Strong analytical and problem-solving skills.
Advanced Microsoft Excel proficiency, including pivot tables, lookups, complex formulas, and financial modeling.
Demonstrated ability to work effectively within a team.
Strong interpersonal and communication skills, with the ability to present complex financial and business information clearly.

Technologies

Microsoft Excel
Pivot tables and lookups
Power BI
Tableau
SAGE
Oracle BI
OneStream

Preferred Qualifications

Experience in healthcare, physician practice management, ambulatory surgery centers, or a multi-site service organization.
Familiarity with healthcare revenue cycle concepts, reimbursement, payer mix, and provider productivity metrics.
Experience with financial reporting systems, ERP platforms, and business intelligence tools such as Power BI or Tableau; prior systems experience with SAGE and/or data analytics tools such as Oracle BI or OneStream.
MBA, CPA, or other relevant professional certification.

Compensation and Location

Location: Exton, PA (onsite)

Salary: USD 68,000 to 73,000 per year

Benefits

Medical, dental, and vision coverage
401k plan with company match
Paid time off
Life and disability insurance

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5mo ago

Customer Operations Support Representative

Meridian Bank Exton, PA

Exton, PA

5mo ago Closed

Full time Account Servicing Accounting Administrative Support

This position is no longer accepting applications (closed May 27, 2026).

Job Description

The Customer Operations Support Representative provides essential support for Meridian Equipment Finance, coordinating tasks within the department and with other teams, while ensuring adherence to established operating policies. The role reports to the immediate supervisor and handles inquiries or information requests as they arise.

Responsibilities

Conducts verification audits with customers when required, supports the originations process, and coordinates activity with internal and external stakeholders.
Ensures UCC filings are timely and accurately recorded to properly collateralize assets.
Prepare and assemble contract documentation.
Verify documents reflect terms and conditions based on approval conditions and corporate pricing guidelines.
Prepare purchase orders.
Review and submit completed contract packages for funding, including all executed documents and vendor invoices; ensure signatures, dates, and other relevant information are present.
Provide application entry, pricing, and respond to customer requests as needed.
Regularly correspond with borrowers regarding inquiries, payoff amounts, and past due balances.
Prepare payoff quotes and deliver written responses in a timely manner.
Accurately pre-book, book, and perform routine maintenance to all contracts tracked in the lease accounting system as needed.
Post and deposit daily cash receipts as required.
Prepare and deliver customer statements on a consistent basis.
Review and process insurance information timely and accurately.
Assist other departments on a temporary basis during peak periods.
Demonstrate and promote Meridian Bank’s Core Values: Our Partners, Our People, Our Bank, and Our Communities.
Abide by current laws and organizational policies and procedures designed to promote a harassment-free and non-discriminatory workplace.
Communicate with management and coworkers to align goals and activities.
Cooperate with, participate in, and support adherence to internal policies, risk management practices, and regulatory requirements (CRA, BSA, Equal Credit Opportunity Act, etc.).
Other duties as assigned.

Requirements

Bachelor’s degree in Finance or a related field, or equivalent work experience.
Ability to work effectively in a team environment.
Strong computer skills (MS Office, etc.).
High attention to detail with the ability to multitask.
1 to 3 years of customer support experience.
1 to 3 years of equipment financing experience.
Knowledge of finance and accounting principles is preferred.

Technologies

MS Office
Lease accounting system

Success Factors and Job Competencies

Strong organizational and time-management skills.
Ability to work with little or no supervision.
Excellent interpersonal and communication abilities.
Timely and reliable attendance.
Ability to complete work in a timely manner.
Openness to coaching and ongoing development.

Physical Demands, Work Environment, and Location

Physical Demands: The physical demands described here are representative of those required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is largely a sedentary role, involving the use of typical office equipment such as a computer, laptop, and cell phone. Most work is performed in an office environment.

Work Environment: The noise level in this environment is minimal.

Location: Meridian Equipment Finance corporate location, Exton, PA (onsite).

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Finance Jobs in Exton, PA

Temporary Finance Assistant

Finance Analyst

Customer Operations Support Representative

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