Remote NetSuite Assistant Controller
Remote Accountingdepartment.com job
Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match!
It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role:
The Assistant Controller provides high level support to several Controllers by assisting with various client related financial tasks and responsibilities. This includes contributing to financial analysis, developing KPIS, maintaining reporting dashboards, researching industry-specific benchmarks, reviewing and approving various tax forms, reconciling tax returns, coordinating with external auditors and tax advisors, interpreting legal documents, and assisting in implementing accounting-related changes. The Assistant Controller also serves as a valuable resource during client transitions, participates in group meetings, and handles other assigned duties and special ad hoc projects as assigned.
The Assistant Controller will have a proven ability to thrive in a fast-paced environment and is adept at prioritizing and handling multiple assignments concurrently. This position requires the ability to exercise discretion and independent judgment on significant matters.
The ideal candidate is great at multitasking, leads by example and does it with a friendly demeanor. The Assistant Controller should exhibit excellent written and verbal communication while working closely with all levels of management, employees, clients, external auditors, and tax advisors. To be successful in this role, the individual must be quality and client focused, results and detailed oriented, a team player, intuitive, organized, analytical and dependable. It is essential to be proficient in Excel, various financial systems and data query tools.
Essential Duties & Responsibilities:
Assists Controller in various tasks related to closing and serves as a backup to the Controller team.
Investigates areas of improvement and recommend solutions for Clients identified by the Controller
Maintains and develops client reporting dashboard at Controller direction, including clients custom KPI's and reports. May include incorporating external data such as Profit Cents and other industry specific data.
Research and develop industry-specific KPIs and benchmarks; prepare commentary related to that data using Profit Cents and other data
Prepares and analyzes financial models using sensitivity analysis and other analytical techniques, identifying significant items to bring to the controller
Reviews and approves various tax forms, such as, but not limited to, sales & use tax, franchise tax and occupancy tax
Completes annual tax return reconciliation to the accounting records and recommends adjustments to the controller
An additional resource to assist with 1099, W-2 and fringe benefit issues
Assists external auditors and controllers in providing required documentation for client's annual audit and regulatory requirements
Coordinates with the client's tax advisors on issues
Assists the Controller with special projects, as needed
Reviews and interprets legal documents for proper accounting treatment, such as sales contracts, leases, bank covenants and debt agreements
Acts as an additional resource to the Supervisor team for Client transitions
Provides feedback to the Controller for the Controller's direct reports
Assists in implementing third-party applications and other accounting related changes derived from efficiency reviews, addendums and client requests
Attends Controller group meetings
Assists with reviewing 1099s at year-end, as needed
Some travel for training and team meetings may be required
Other duties and special projects as assigned
Essential Skills & Experience:
The ideal Assistant Controller will have 7 years relevant accounting experience, with a minimum 1 year of CPA firm or outsourced accounting experience preferred.
In addition:
Demonstrated knowledge of generally accepted accounting principles and tax regulations
Ability to acclimate to multiple personalities and management styles. Exhibits emotional intelligence when managing others and clients.
Strong analytical and project management skills
Self-starter, displaying confidence in one's ability and able to work independently, with minimal direction
Demonstrated experience with financial systems and data query tools
Thrives in a fast-paced, multi-client dynamic environment
Friendly, outgoing personality with a positive demeanor and strong customer service skills who enjoys meeting and interacting with clients and staff
Flexible and quick to adapt to a growing company atmosphere
Strong emphasis on attention to detail and accuracy
Displays excellent communication, collaboration, and problem-solving skills
Sound judgment and decision-making skills
High degree of computer literacy, including extensive knowledge in Microsoft Office, specifically Outlook and Excel
Enjoys working in a telecommuting environment, including use of Zoom meetings
Cultural Fit:
We are proud of our culture and are looking for someone who shares our G.R.I.T. values:
Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks.
G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment
R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment
I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices
T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills
Minimum Education & Training Required:
As a new ADC employee, must have worked in the Sr. Accounting Specialist role for a minimum of 4 months
Bachelor's degree in accounting related field
Strong NetSuite experience required
Proficient with other various accounting software, such as: QuickBooks Desktop, QuickBooks Online, SaasAnt and Sage Intacct. If not proficient must have willingness to put in time to learn.
Experience with third-party applications is preferred, such as: Bill.com, TPI, Tallie, Team Work and budgeting & forecasting applications. If not proficient, you must have willingness to put in time to learn.
Ongoing desire to expand knowledge of new technology and applications
Working at AccountingDepartment.com, LLC:
The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting.
Benefits Include:
100% Remote, W-2 position
Compressed work week option available
Self-Managed paid time off and paid holidays
Group Medical, Dental, Life, Vision, Accident Insurance
401(k) plan
Participation in a company wide annual bonus incentive plan
$25 monthly internet stipend
Virtual employee groups, clubs, and activities throughout the year
Casual dress
Attention Military Spouses:
For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption.
As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by Inc. Magazine for 4 years in a row for our exceptional workplace environment!
If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people.
How to Become Part of our Future Success:If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered.
AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.
Auto-ApplyRemote Sr. Controller
Remote Accountingdepartment.com job
Description Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits! AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match! It's been an exciting 21 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on. Your Role: The Senior Controller is a leadership position accountable for managing an assigned team while also being a strong individual contributor; providing exceptional outsourced controllership, advisory services and strategic direction to various clients. This vital role relieves entrepreneurs from the pains and chaos of maintaining their financials and provides our clients actionable solutions. Controllership services include timely review of monthly financial reports for accuracy and implementing perfected internal process and controls to eliminate risk. Advisory services help clients achieve the visions for their business by using historical data and future projections to develop actionable plans. The individual is responsible for budgets, forecasts, analytics, and developing KPIs, while providing insight, making recommendations to clients and driving strategic decision making. The ideal candidate will be a innately organized person and comfortable managing up to 15 clients while simultaneously leading a team of 6 to 10. The nature of the work requires quick decision-making, based on knowledge of pertinent information and an intention to reduce risk factors as much as possible. An active, positive response to a variety of challenges and time pressures is also required. The Senior Controller must be self-motivated, responsive and be able to deliver best in class strategic advisory and financial operations to clients while effectively empowering a team, in a virtual environment to create an unparalleled experience for all. This position is an integral part of the leadership team and will report to an Assistant Director. Essential Duties & Responsibilities:
Leading and mentoring accounting team for assigned clients. Motivates team to provide best in class service. Provides coaching, delivers timely feedback and conducts reviews to ensure staff are set up for success.
Develops an understanding and awareness of each client's unique business and accounting needs and requirements. Provides strategic leadership into the scalable accounting operations of each client's business, ensuring their internal control systems, policies and procedures are consistently followed.
Manage the month-end closing and issuance of financial reports to all clients, every month.
Partner with client's leadership on operational and strategic decisions to enhance their performance. Collaborate with clients to address accounting requests and questions - follow up with appropriate action steps, scope, prioritization and delegation.
Financial Planning and Budgeting
Develop client's annual budget and maintain cash forecasting tools as needed to support long term planning and investment decisions
Monitor budget performance and provide insights for budget adjustments, as needed
Develop and review financial and operating metrics through use of dashboards, including KPIS
Identify variances from the budget and report significant variances to client
Strategic Financial Analysis
Analyze financial and operational data to provide real-time, meaningful recommendations and implementing actions based on findings. Identifies trends, risks, and growth opportunities
Provide actionable insights to senior leadership to drive strategic decision-making
Execute client conference calls on a regular basis to review strategy, current and future needs, as well as operational changes affecting financial results
Assist in gathering pertinent tax related information for external tax return preparation
Coordinate the provision of information to external audits for the annual audit or review
Comply with local, state, and federal government reporting requirements
Review and approve monthly and quarterly tax filings - use/sales tax, property tax returns, payroll tax returns prepared by accounting specialists
Complete special projects as requested by client
Essential Skills & Experience: The Senior Controller candidate will be an active CPA, CMA, or MBA with transferable knowledge in accounting and financial analysis for businesses in the $5M to $25M market, and possesses 10 years supervisory experience.
In addition:
Adaptive leadership style with a passion for mentoring staff. Exceptional ability to work with all levels of within the organization while fostering a culture of teamwork and collaboration.
Proven expertise in actively managing accounting functions for small to medium-sized enterprises
Comfortable with change and easily pivots when priorities change
Technical, analytical focus, handles complex issues and finds creative solutions, even in challenging situations
Excellent written and oral communication skills with ability to express oneself confidently
Exceptional organizational skills and ability to multi-task daily, weekly and monthly priorities
Strong experience with QuickBooks, NetSuite and/or other accounting software packages and passion for learning new technologies
Thrives in a fast paced environment, with a sense of urgency to achieve timely, quality results
Ability to make quick decisions based on knowledge and experience
Effectively operates within established standards and guidelines
Ability to acclimate to various client environments
High degree of computer literacy, including extensive knowledge in Microsoft Office, and specifically Outlook and Excel
Ability to travel when necessary
Cultural Fit: We are proud of our culture and are looking for someone who shares our G.R.I.T. values:
Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks.
G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment
R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment
I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices
T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills
Minimum Education & Training Required:
Bachelor's in Accounting or Finance
CPA license, CMA or MBA preferred
Working at AccountingDepartment.com, LLC:
The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting. Benefits Include:
100% Remote, W-2 position
Compressed work week option available
Self-Managed paid time off and paid holidays
Group Medical, Dental, Life, Vision, Accident Insurance
401(k) plan
Participation in a company wide annual bonus incentive plan
$25 monthly internet stipend
Virtual employee groups, clubs, and activities throughout the year
Casual dress
Attention Military Spouses: For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we've built an environment where career continuity is more than just a buzzword - it's a reality! Whether you're stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we've been nominated by Inc. Magazine for 4 years in a row for our exceptional workplace environment! If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people. How to Become Part of our Future Success:
If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you're the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered.
AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.
Auto-ApplyOperations Administrative Assistant
Remote or Memphis, TN job
OPPORTUNITY
This Operations Administrative Assistant role is a great opportunity for anyone passionate about providing support to high-performing team members throughout our Memphis office. There will be a strong focus on duties that include facility operations, time & billing, processing tax returns, and occasional front desk relief. It is a great opportunity for a detail-oriented, and dependable candidate who is passionate about providing top-notch administrative support. This is a full-time hourly position (40 hours/week) which may require increased hours during month-end deadlines and busy seasons.
SCOPE OF WORK
Drafting engagement letters
Perform billing and collections
Assist with client proposals
Manage expenses and time
Responding to emails and document requests on behalf of Shareholders
Draft slides, meeting notes and documents for Shareholders
Help with other ad hoc duties
IDEAL CANDIDATE PROFILE
Bachelor's degree or equivalent experience
Proficient in Microsoft Office suite
Experience in managing multiple priorities, administrative coordination, and logistics
Well-organized, detail-oriented, ability to multi-task with great follow-up skills
Strong written and verbal communication skills
LBMC OVERVIEW
LBMC is built on individuals with entrepreneurial spirits and believe in the power of a hybrid workforce. We are consistently named a Pacesetter for Growth in the U.S. as we continue to add team members to each of 4 LBMC offices in the Southeast and remote. LBMC also continues to receive accolades including being noted as a Fortune Great Place to Work, a Top 5 Firm in the Southeast, a Top Accounting Firm on Accounting Today's Top 100 list, Best Firm in Technology, Best Workplace in Consulting & Professional Services, and more! We are proud to provide individualized career paths regardless of team member location and work schedules.
LBMC offers competitive benefits including generous PTO schedules, dynamic technology solutions for remote work, robust Talent Development and continuing professional education programs, inclusive Business Resource Groups, enhanced parental leave, thoughtfully structured mentorship and individual development programs, and more. We are committed to giving back to our local communities through LBMC initiatives such as Lending Hands and the LBMC Cares Foundation to support causes important to team members. While we may have a global footprint, we still believe in the power of southern hospitality and supporting the causes that matter to both our team members and clients and are committed to enhancing team member benefits as we identify gaps and changes in the marketplace.
LBMC values individuals with a growth mindset and entrepreneurial spirit, so if you have an innate curiosity for solving problems and creating solutions-LBMC is the place for you! If you are interested in joining a firm that provides personalized career paths, the opportunity to work with sophisticated clients around the US and encourages a “work that works for you” mentality, please reach out.
Information Technology Support Analyst
Richmond, VA job
CapCenter is a leader in mortgage lending with a unique zero-closing-cost model. Our success is built on empowering employees with the tools, technology, and support they need to serve our clients. We are seeking a motivated and detail-oriented IT Support Analyst to join our team and provide consistent, high-quality technology support across the organization.
Position Summary
The IT Support Analyst will be responsible for providing first-line technical support, managing help desk tickets, and ensuring smooth operation of IT systems and equipment. This role requires strong organizational skills, excellent problem-solving abilities, and the ability to communicate effectively with employees at all levels of the company.
Key Responsibilities
Serve as the primary point of contact for IT support requests via help desk
Manage and prioritize help desk tickets, ensuring timely resolution of high-urgency issues.
Install, configure, and maintain hardware, software, and networking equipment.
Organize, research, escalate, and remediate identified system vulnerabilities and potential cyber security incidents as identified by SIEM and XDR platforms.
Maintain organization, and accuracy of IT equipment inventory in approved systems.
Document processes, resolutions, and configurations for knowledge sharing and continuity.
Collaborate with internal teams and vendors to escalate and resolve issues when necessary.
Support onboarding and offboarding of employees, including workstation setup and access provisioning.
Monitor system performance and proactively address issues to minimize downtime.
Assist in IT projects, upgrades, and rollouts as assigned.
Qualifications
Associate's or Bachelor's degree in Information Technology, Computer Science, or related field (or equivalent work experience).
2+ years of IT support or help desk experience.
Strong knowledge of Windows and Office 365 environments.
Familiarity with networking fundamentals (TCP/IP, DNS, DHCP, VPNs).
Strong organizational skills and ability to manage multiple priorities.
Excellent communication and customer service skills.
Ability to work independently and as part of a team.
Preferred Skills
Experience in financial services or regulated industries.
Knowledge of Active Directory and user management.
Familiarity with endpoint management tools (e.g., Intune, SCCM).
Basic scripting or automation skills (PowerShell).
What We Offer
Competitive salary
Comprehensive benefits package (health, dental, vision, 401k).
Opportunities for professional development and career growth.
Collaborative and mission-driven company culture.
Summer Associate Internship (Marketing Project Manager)
Vienna, VA job
The Marketing Project Management team is responsible for overseeing the successful completion of an array of projects and initiatives supporting the broader short and long-term brand, marketing, and communication strategies. In addition, the Marketing Project Management team works closely with the various marketing business units and organizational business units throughout the credit union. Specifically, marketing project managers work with product owners, strategy teams, and scrum masters within our Agile Release Train to coordinate and traffic work to external vendors, agency partners, and internal business partners. They also lead the delivery of key initiatives by removing impediments, facilitating team meetings, and attending scrum ceremonies while fostering an environment for high performance while being a liaison to external and internal partners.
We are looking for a motivated Summer Associate interested in gaining practical experience in Marketing Operations, Project Management, and Print Production. This position offers a unique opportunity to gain valuable knowledge and direct experience in marketing within the financial services industry, including exposure to print production workflows. It also provides insights into Navy Federal's business processes, technology, resources, and protocols. The successful candidate will work within a collaborative team environment, interacting with various teams in the Marketing department and other business units. The internship program aims to develop technical skills, effective communication, business acumen, analytical abilities, and innovative problem-solving capabilities. The Summer Associate will work with our team to contribute to the end-to-end production of print marketing materials by supporting vendor coordination, quality control, and internal collaboration to ensure timely, cost-effective, and brand-aligned deliverables.
The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify for this position, applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2026 or later.
Responsibilities
Manage multiple small projects covering numerous business units
Assist in the coordination and trafficking of print marketing materials such as brochures, direct mail, signage, and promotional items.
Support vendor management activities including print estimates, timelines, and delivery logistics.
Participate in quality control reviews of printed materials to ensure brand consistency and production accuracy.
Learn about paper types, finishes, and printing techniques used in marketing collateral.
Collaborate with internal teams and external print vendors to ensure timely and cost-effective production.
Gain insights into Navy Federal's business processes, technology, resources, and protocols.
Lead efforts for one initiative or campaign as assigned - example: 2025 Basically Business Newsletter or CHK Schedule of Fees & Charges Brochure.
Maintain/archive project documentation
Identify, communicate, escalate, and resolve project issues and risks to branch/division management
Manage, coordinate, and deliver project deliverables/tactics to meet deadlines
Collaborate closely with a variety of stakeholders, both internal and external, on all aspects of projects, including planning, gathering specifications/requirements, coordinating content, tracking progress of project, approvals, timelines, etc.
Provide guidance to help team members and stakeholders
Foster relationships with staff, peers, and business unit
Perform other duties as assigned
Qualifications
Currently pursuing an undergraduate degree in Communication Sciences, English, Journalism, Marketing and/or Advertising
Effective planning, organizational, and problem-solving skills
Effective interpersonal, verbal, and written communication skills
Demonstrated skill achieving goals and objectives
Demonstrated skill in presenting findings and conclusions clearly and concisely to stakeholders and management
Ability to take direction and absorb information quickly
Proficiency with PCs and related software applications (word processing, spreadsheet, presentation, and applications
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
• Fortune 100 Best Companies to Work For 2025
• Yello and WayUp Top 100 Internship Programs
• Computerworld Best Places to Work in IT
• Newsweek Most Loved Workplaces
• Fortune Best Workplaces for Women ™ 2024
• 2025 PEOPLE Companies That Care
• Newsweek Most Trustworthy Companies in America
• Military Times 2024 Best for Vets Employers
• Best Companies for Latinos to Work for 2025
• Forbes 2025 America's Best Large Employers
• Forbes 2025 America's Best Employers for New Grads
• Forbes 2025 America's Best Employers for Tech Workers
• 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
• Military.com Top Military Spouse Employers 2025
• 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Information Management Analyst (mid level)
Chesapeake, VA job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are seeking a Mid-Level Information Analyst with a confirmed foundation in AML Information Governance. The ideal candidate will possess technical expertise in many of the following: SQL, Python, Snowflake, and SAS, leading and analyzing information through diverse techniques. This role requires collaboration with business owners and technical teams to ensure compliance with USAA policies and relevant regulations. Responsibilities include metadata management for transparency, data quality assurance for reliability, retention management for appropriate handling, and data security to protect sensitive information.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. The preferred location for this position is our Plano, Texas office. However, can also be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., F-1, H-1B, TN, STEM OPT Training Plans, etc.).
What you'll do:
Find opportunities for process improvements across all IMA responsibilities and processes.
Participates in and possibly lead discussions with cross-functional teams to drive consistency, efficiency and effectiveness of the information management.
Participates in development of standard processes and tools based on business needs.
Maintains Information Asset Inventories. Ensures data and assets are classified appropriately.
Supports delivery of information in accordance with Information Governance standards and data management practices through documentation, teamwork, and execution of defined processes.
Maintains metadata repository and accurate metadata association.
Reviews, validates, and records metadata and data quality information.
Develop process improvements and enhancements to mitigate data quality risks including data quality plan development, implementing data quality rule checks, supervising data quality results, reports and dashboards, as appropriate.
Documents and updates data quality corrective action plans.
Supports compliance assessment process by reviewing and documenting failures from data quality compliance assessment checks.
Recommends Master and Reference Data processes and procedures to align with Enterprise Policies and Standards.
Crafts and maintains reference data in accordance to defined processes and procedures.
Leads quality and maintenance of master data as it is built.
Help define and drive implementation of processes and improvements to mitigate data quality risks.
Supports compliance assessment process by identifying and calling out items that may be a risk to the corporation.
Supports Privacy initiatives through classification, tagging, and analysis of critical data.
Ensures compliance and remediation of critical data in accordance to defined policies and processes. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's Degree in Business or Science subject area is required; OR 4+ years of related data and analytics or technical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
4+ years of experience in an information management practice, business application function, or data delivery; OR If Advanced degree in a Business or Science subject area, 2+ years of experience in data and analytics, technical, or business relevant function
Basic working experience following data management practices and theories and using tools to implement data management to address data management risks and concerns.
Intermediate Working SQL knowledge including SQL-based languages.
Ability to build business knowledge through meaningful partnerships at the individual contributor and leadership levels.
Demonstrates skills in understanding and correcting data discrepancies, identifying data anomalies, and root cause analysis.
Confirmed interpersonal skills with the ability to deliver presentations to all levels of management.
What sets you apart:
2+ years of AML (anti money laundering) experience in information technology
Experience with Actimize Case Management Tool
Proven technical background working with; SQL, Python, SAS, Snowflakes
Strong writing and communication skills tailored specifically to the Information Management space, with the ability to articulate intricate data concepts clearly and effectively.
CAMS certification
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., F-1, H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyClient Relations Specialist
Richmond, VA job
CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities.
In the Client Relations Specialist role, you'll be the initial point of contact for CapCenter prospects who are considering CapCenter's suite of services. Client Relations Specialist respond to inbound inquiries to quickly and accurately identify which leads are qualified CapCenter prospects. Client Relations Specialists understand each inquiry's unique situation and financial goals, so that the most appropriate business unit can help them to the finish line.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on our multiple service lines
Complete our introductory Consultative Sales training course
Get hands-on training in our CRM
In your first 90 days, you will:
Convert sales qualified leads to our Refi, Purchase, and Real Estate teams.
Get exposure to our different lead channels and learn how to best drive quality business
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Client Relations Specialists have been promoted into sales, operations, team lead, and market management roles.
Remote Equity Trader Position
Remote or Los Angeles, CA job
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyFinancial Advisor
Springfield, VA job
This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Summer Associate Internship (Security Governance & Risk - Standards Management)
Vienna, VA job
Standards Management is a team within the Security Governance & Risk (SG&R) Division of the NFCU's Security Department. The SG&R Division focuses on advancing the department's mission by enabling the business, helping to develop secure, quick-to-market products, and managing security risks across the enterprise.
The Standards Management Team works to ensure that NFCU Information Security Documents (Policies, Instructions, Standards, and Procedures) are effectively managed to help guide the continued security and confidentiality of member and employee information. In addition, we provide guidance to the enterprise around selecting and implementing appropriate security controls to reduce associated risks. In doing so, we continuously partner with the various business units throughout NFCU in the interest of continuously improving NFCU's security posture.
Potential Project(s) Description:
The Standards Management Team continues to mature and iterate upon documented security requirements in NFCU's Security Standards and evaluate the content against security industry inputs. During the engagement, we plan on leveraging the summer associate's support for various activities associated with these initiatives. Time permitting, there will also be opportunities to apply critical thinking skills, perform research on emerging technologies and risks, and identify additional activities that leverage a candidate's background and expertise.
The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify, applicants must be currently pursuing degree from an accredited college or university and have an anticipated graduation date of December 2026 or after.
Responsibilities
Work with team members to enhance Standards by evaluating various industry frameworks and identifying opportunities for enhancements to foster continuous security improvements in the interest of protecting the confidentiality of member and employee information.
Communicate and socialize proposed updates with stakeholders from across NFCU to ensure that updates to the Standards are balanced with current or proposed operational practices and needs.
Research and provide recommendations for the selection of security controls and assist with the tailoring of those controls to accurately reflect NFCU's needs.
Support the migration between the old and new technology platforms (e.g., SharePoint Online) and assist team with documentation management while maintaining confidentiality and accessibility.
Assist in short and long-term strategic planning and implementation for various team initiatives.
Proactively research areas of emerging technologies and risks applicable to NFCU and develop potential solutions and recommendations in the interest of addressing the associated risks.
Qualifications
Total Professional and Educational Experience 4+ years of which Information Technology/Security is 1+ years.
Soft Skills:
Excellent communication skills
Self-starter / self-directed
Understanding of general Information Technology concepts
Experience with business process definition and optimization
Strong analytical skills with experience creating reports and analyses
High level proficiency with Microsoft Office
Advanced verbal, written, interpersonal, and presentation skills to communicate clearly and concisely technical and non-technical information to all levels of management
Advanced skill building effective relationships with all levels of staff, management, stakeholders, and vendors, through rapport, trust, diplomacy and tact
Advanced organizational, planning and time management skills
Advanced skill developing and implementing programs in a leadership role
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced skills in taking initiatives and using good judgment to make sound decisions
Ability to work collaboratively within a team environment
Curiosity and eagerness to learn new technologies and security practices
Preferred Technical Skills:
Coursework, projects, and/or work experience related to security risk and controls management and/or cybersecurity frameworks (such as NIST, FedRAMP, PCI DSS, HIPAA, ISO, etc.)
Knowledge of Federal banking safety and soundness regulations and familiarity of examination approaches from regulatory bodies such as the: FFIEC, NCUA, OCC, FHFA and the CFPB.
Knowledge of industry leading risk and security program management frameworks (such as COSO, COBIT, NIST CSF, ITIL)
Knowledge of data protection and/or privacy frameworks (e.g., GDPR, CCPA, NIST Privacy Framework)
Experience in the development and/or implementation of security risks and controls management frameworks
Experience with information technology systems, project processes, and application development (e.g., SharePoint Online
Hours: Monday - Friday 8:00AM - 4:30PM
Location: 820 Follin Lane, Vienna, VA 22180
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
• Fortune 100 Best Companies to Work For 2025
• Yello and WayUp Top 100 Internship Programs
• Computerworld Best Places to Work in IT
• Newsweek Most Loved Workplaces
• Fortune Best Workplaces for Women ™ 2024
• 2025 PEOPLE Companies That Care
• Newsweek Most Trustworthy Companies in America
• Military Times 2024 Best for Vets Employers
• Best Companies for Latinos to Work for 2025
• Forbes 2025 America's Best Large Employers
• Forbes 2025 America's Best Employers for New Grads
• Forbes 2025 America's Best Employers for Tech Workers
• 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
• Military.com Top Military Spouse Employers 2025
• 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Mortgage Loan Consultant
Richmond, VA job
Loan Consultants are energetic sales professionals that provide unrivaled savings and service to clients who are buying, selling, or refinancing a home. Loan Consultants are licensed loan originators, but with a positive twist as leaders of CapCenter's innovative home purchase and refinance programs. They are experts on the entire home purchase process and offer clients the full array of CapCenter services, including representation by a CapCenter realtor for buying and selling a home, as well as purchase and refinance loan products. CapCenter's greatest asset is its loyal base of repeat clients who serve as ambassadors to their friends, family, and co-workers. It is the job of Loan Consultants to convert today's prospects into tomorrow's loyal clients to generate repeat business and customer referrals. As a sales professional you will also be expected to support business development by serving as the accountable executive over group relationships that you help to construct.
Responsibilities:
Serve as Client Representative.
As the name implies, you are the client's representative and trusted advisor throughout the process. This means maintaining contact with the client to ensure that all members of CapCenter's professional teams properly perform their services to the client's satisfaction. Assuring the client's overall satisfaction is a core responsibility of the Loan Consultant.
Land Business.
Sell CapCenter's full-service home purchase and refinance programs to prospective clients. Programs include the mortgage loan program, and representation by a CapCenter realtor to buy or sell a home. Loan Consultants are experts in all CapCenter services and are responsible for getting hired as the client's primary representative, and to get CapCenter's realtors and other purchase professionals hired as appropriate to meet the client's needs and circumstances.
Serve as Loan Originator.
As a loan originator, the Loan Consultant is directly responsible for identifying and fulfilling the client's mortgage loan requirements. Successful Loan Consultants will develop more loan business than they can handle and will be supported by junior team members as needed.
Generate Future Business.
The Loan Consultant's job continues after the initial transaction is completed. An effective Loan Consultant generates repeat business and customer referrals from his or her past client base, assisted by CapCenter's marketing and e-commerce professionals.
Business Development.
Loan Consultants with a proven record of success may be assigned to attract and land prospective clients from businesses, groups and individuals through relationships developed in conjunction with the Company's marketing and business development professionals.
Qualifications:
Candidates for the Loan Consultant position must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Analytical skills and the ability to communicate effectively are necessary, along with the following minimum attributes and qualifications:
Ability to multi-task in a fast paced environment using time management to meet deadlines.
Must be a licensed Loan Originator or have the knowledge and desire to become licensed.
Business, Economics, Accounting or Finance Degree, or 3+ years of financial service experience.
In-depth understanding of the full Real Estate Purchase and Sales cycle.
Proven professionalism, ethics and character.
Competitive drive for constant improvement.
CapCenter offers a competitive benefits package that includes a Base Salary, Commission, 401k, Health Insurance Benefits, and Paid Vacation.
We are an Equal Employment Opportunity Employer.
Manager, Advisory Leadership Team
Remote or Chicago, IL job
Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President, Directors, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals.
Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm's client experience and the tools and technology solutions used by the advisory team.
As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
Primary Responsibilities
Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering
accountability for both individual and team objectives.
Establish ongoing communication forums with the members of their team.
Partner with other departments and Directors to ensure implementation of best practices and new firm rollouts.
Drive planning and service harmonization in alignment with stated advisory team client experience objectives.
Ensure efficient use of financial planning tools and resources.
Foster a culture of accountability aligned with the firm's mission and values.
Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm.
Collaborate with the Directors to determine and guide advisory team business plans and staffing.
Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance.
Responsibility in assisting the firm to achieve its objective and key results.
Promote strong compliance practices.
Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to
support overall team effectiveness.
Maintain established communication channels with the Directors to report progress and resolve issues.
Participate in committees and/or projects as requested by the Advisory Leadership Team
Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is
established.
Function as a collaborative, results-oriented member of the Advisory Leadership Team
Travel: Approximately 25%, with the possibility of additional travel depending on business needs.
Qualifications
Bachelor's degree
Advanced credentials such as CFP, CFA or CPA
5+ years of work experience preferred in a relevant position.
Proficient in the use and best practices of client management systems and related technologies
Strong leadership and emotional intelligence to work well with a variety of personalities.
Enthusiastic, quick, and ongoing learner
Proficient multitasking, prioritization, attention to detail, and organizational skills
Effective listening and people skills
Collaborator with a desire to help others.
Creative and strong critical thinking skills
Ability to work independently and collaboratively.
The annualized base pay range for this role is expected to be between $125,000-$140,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
#LI-KP1
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit *******************************
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Auto-ApplyClosing Consultant
Richmond, VA job
CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities within 18 months.
In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on lending
Complete our introductory Consultative Sales training course
In your first 90 days, you will:
Act as a trusted advisor and advocate for our clients as they prepare for closing
Work collaboratively with others to ensure accuracy and efficiency at each step of the way
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
Remote, United States
The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.
Primary responsibilities:
Tax planning and preparation for high-net-worth individuals and their related entities; including extensions.
Ensuring compliance with all federal and state filing requirements on behalf of clients.
Performing technical research to address complex tax issues with the support of a team.
Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities.
Ensuring top quality client service in collaboration with the wealth management offering.
Communicating effectively with advisors and their clients in a timely and professional manner.
Effectively solving problems and resolving issues for clients and their advisors.
Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments.
Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff.
Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.
Qualifications:
A CPA, EA or JD with a minimum of 5+ years' relevant experience.
A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.
Superb written and verbal communication skills.
Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
Ability to work individually and in a team atmosphere.
The willingness and ability to work additional hours, as needed, during busy season.
The position prefers:
Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns.
Experience with ProSystem fx Tax, CCH Axcess, and BNA Income Tax™ Planner.
Big Four” or large regional accounting firm experience.
This position is a Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit *******************************
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Auto-ApplyAccount Service Associate
Remote or Chicago, IL job
Focus Partners Wealth is seeking an Account Service Associate that will work closely with the firm's Wealth Management Team ensuring the seamless onboarding of new clients and maintaining data integrity within our systems. The Account Service Associate will handle the processing of all new account paperwork across three custodians-Schwab, Fidelity, and Pershing - and ensure CRM data is accurate, up-to-date, and compliant. A successful candidate must be versatile in their skill set to understand both a given task as well as what is needed to achieve a satisfactory outcome. This position is an opportunity to play a vital role in creating a seamless client experience and ensuring operational excellence within a dynamic and growing firm. If you thrive on precision and collaboration, we encourage you to apply.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
Primary Responsibilities
Process and open all new client accounts by preparing, reviewing, and submitting required paperwork through three custodians: Schwab, Fidelity, and Pershing.
Ensure that all account documents are completed accurately and meet compliance standards.
Address and resolve account opening issues, such as non-standard cases or missing documentation, in a timely manner.
Collaborate with financial advisors, client service associates, and custodians to resolve discrepancies or questions regarding account setup.
Communicate with Wealth Management Team to clarify information and provide updates on the onboarding process.
Ensure the accuracy and completeness of client records within the CRM system.
Regularly audit CRM data to identify and correct errors, inconsistencies, or outdated information.
Maintain and update client profiles with key information, including contact details, account statuses, and preferences.
Track and document onboarding progress in the CRM, ensuring all tasks are logged and deadlines are met.
Coordinate with other teams to ensure consistency and alignment of client data across platforms.
Develop and maintain best practices for CRM data entry, reporting, and utilization.
Ensure strict confidentiality of client, firm, and employee information.
Assist New Accounts Manager in onboarding projects related to mergers & acquisitions.
Work with New Accounts Manager to analyze and enhance the client onboarding experience for clients and internally.
Work with the New Accounts Manager on updating training materials to ensure they remain current and up to date.
Assistance on other ad-hoc operational tasks as systems and processes evolve.
Qualifications
Bachelor's Degree with a minimum of 3+ years administrative experience in financial services, or 8+ years of relevant work experience.
Strong attention to detail and a commitment to accuracy.
Experience with financial account opening processes and familiarity with custodians, specifically Schwab, Fidelity and Pershing.
Proficiency in CRM systems (e.g., Dynamics 365, Sales Force or other financial industry-specific platforms).
Excellent communication skills, both written and verbal.
Strong organizational and time-management abilities to handle multiple tasks and deadlines.
Problem-solving skills to troubleshoot and resolve account or data issues efficiently.
Ability to work both independently and collaboratively in a fast-paced environment.
The annualized base pay range for this role is expected to be between $75,000-$85,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit *******************************
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Auto-ApplySenior Accountant/Assistant Controller (Fully Remote)
Remote or Rockville, MD job
Job Description
Senior Accountant/Assistant Controller (Fully Remote)
*This is a future/general interest opening.*
ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby , a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.
Primary accounting responsibilities include: Process, record and reconcile financial transactions including the review of accounts payable, cash disbursements, billings and cash receipts, Assists with the month-end and year-end closing process, including the supervision of collections, and the review of fixed assets, sales and use taxes, personal property taxes, and franchise taxes, Prepares day-to-day and month end close entries including payroll administration, fringe, investment allocations, and grant allocations, Develops and maintains an understanding of the accounting operations within each assigned client. Obtains a working knowledge of the client's accounting software packages.
If you are someone who:
Has earned a B.S. in Accounting
Has 3 - 7 years accounting or finance experience
Outstanding communication and collaboration skills, with demonstrated ability to work effectively with staff, clients and colleagues
Thrives in an environment that celebrates excellence and "does what it takes" to meet and exceed client and staff expectations
Seeks an entrepreneurial environment that supports and encourages personal and professional growth
What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest accounting and information technology professionals, and a well-defined, yet flexible career track with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.
Compensation Range: $70,000.00 - $110,000.00 based on experience, education, and/or certifications.
Specific compensation will be based on the skills, experience, merit, location, education, and training.
ROSE offers excellent benefits including Medical, Dental, Life, PTO days, Paid Holidays, a 401(k) Retirement Plan, Hybrid Work Options.
See more on our state-of-the-art technology platform here: *********************
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.
Remote Equity Trader Position
Remote or Mesa, AZ job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplySummer Associate Internship (Credit Card Experiences Product Manager)
Vienna, VA job
The Credit Card Experiences team seeks to increase cardholder engagement and value by providing relevant offers, communication of benefits, and enhanced member experience throughout the cardholder lifecycle. The Summer Associate will help support cardholder analytics, marketing campaigns, leadership-facing reporting, and product management initiatives for rewards programs. The Summer Associate will help further strategic portfolio goals and initiatives within the lending department while developing strong analytical, collaboration, and critical-thinking skills.
The Summer Associate will work in a flexible hybrid manner and report to leadership at either our Vienna, VA or Pensacola, FL campus. Responsibilities will include analyzing data and competitive trends to identify areas of opportunity and then creating recommendations to influence decision-makers. Areas of focus may include creating personalized member engagement through segmentation, evaluating the highly competitive credit card landscape, identifying emerging patterns and trends to answer business questions, and developing models and visualizations to improve decision-making efficiency.
The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify for this position, applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2026 or later.
Responsibilities
Collaborate with functional areas to develop and maintain performance metrics, measurements, methods, and targets
Obtain quantitative and qualitative data of business processes to analyze, determine, and promote data driven decisions
Analyze and evaluate competitor data and industry trends to understand current business unit competitive posture
Design and document dashboards, reports, and thresholds to alert business units to monitor business status and fluctuations
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Collect and analyze data; synthesize results of analyses, develop and make recommendations and alternatives based on the full spectrum of internal/external considerations
Collaborate with business units and senior management to conduct needs assessment to support organization strategies, tactics, and learning solutions that support business unit objectives
Identify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and results
Compile, research and analyze trends in support of projects and initiatives
Manage projects from concept through the planning, analysis, design, testing, implementation, and transition phases
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Performs other duties as assigned
Qualifications
Currently pursuing a master's degree in related field
Experience with research, analysis, and data manipulation
Experience using data and analytic tools such as: PowerBI, Databricks, SQL, SPSS Modeler, R, or Tableau
Good communication and presentation skills
Comfort working with large datasets and telling stories with data
Ability to work independently and think outside of the box
Strong strategic, critical, and analytical thinking skills
Basic knowledge of financial services/payments a plus
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
• Fortune 100 Best Companies to Work For 2025
• Yello and WayUp Top 100 Internship Programs
• Computerworld Best Places to Work in IT
• Newsweek Most Loved Workplaces
• Fortune Best Workplaces for Women ™ 2024
• 2025 PEOPLE Companies That Care
• Newsweek Most Trustworthy Companies in America
• Military Times 2024 Best for Vets Employers
• Best Companies for Latinos to Work for 2025
• Forbes 2025 America's Best Large Employers
• Forbes 2025 America's Best Employers for New Grads
• Forbes 2025 America's Best Employers for Tech Workers
• 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
• Military.com Top Military Spouse Employers 2025
• 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Accounting Associate - Hybrid
Remote or Rockville, MD job
Job DescriptionAccounting Associate
*This is a general interest opening.*
ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby , a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.
Rose Financial Solutions (ROSE ) is seeking self-driven accounting professionals looking to grow and learn in the Accounting Field. At ROSE, we offer an opportunity to make an impact in the accounting field, advance your skills. We offer career growth and structured "learning by doing" for early-career accountants. Our organization provides hands-on experience in a wide range of finance, accounting, tax, and technology competencies required for your long-term success while helping you find your professional purpose and passion.
ROSE is looking for a driven Accounting Associate who is analytical, dynamic, collaborative, a strategic thinker, and a problem solver that possesses a passion for learning. Candidates should be able to contribute to collaborative teamwork and proactively seek guidance, clarification, and feedback. Candidates should also be able to thrive while meeting deadlines, enjoy challenges, and continually aspire to grow within the company.
Your responsibilities will include: Handling Payables, and Payments, Contracts, Billing, and Cash Receipts, Payroll, Time and Expense System Support, Banking and Credit Card Reconciliations, Income Tax and Compliance Support, Small Business Accounting, Client and Stakeholder Support.
Qualifications: Applicants should be within 30 - 40 credits from a bachelor's degree in accounting or finance (Or have a bachelor's degree, working towards an Accounting or Finance degree with significant coursework in Accounting and Finance already completed). They should be proficient in Microsoft Office applications, including Excel and thrive while meeting challenging deadlines. Strong candidates will be detail-oriented with strong problem-solving skills and be committed to exceptional client service while possessing excellent written and oral communication skills.
What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.
Specific compensation will be based on skills, experience, merit, location, education, and training.
ROSE offers excellent benefits including Medical, Dental, Life, PTO days, Paid Holidays, a 401(k) Retirement Plan, and Hybrid Work Options.
See more on our state-of-the-art technology platform here: *********************
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.
Tax Associate
Remote or Atlanta, GA job
Are you ready to take your Tax career to the next level? We are adding Tax Staff and Senior Associates with several years' experience and the desire to grow in the public accounting profession.
MSTiller, LLC is a leading provider of accounting, audit, tax and business advisory service. Our growth is driven by successfully assisting our clients achieve results. Our culture encourages individual growth and development, rewards personal excellence and supports our communities.
We are looking for someone with the below qualifications - -
Bachelor s degree in Accounting
Master in Taxation or Master of Accountancy with a tax focus
CPA or have passed part of the CPA Exam already
Experience with tax software (preferably CCH Axcess) with the desire to quickly learn new software packages
Experience in preparing complex individual, partnership, corporate and S-Corp tax returns as well as the research of tax issues
Works well with managing a variety of projects and thrives in a fast-paced environment
Customer service oriented really enjoys people and getting to know our clients, their businesses and the industries that they operate in.
Works well independently or as part of a team
If the above qualifications describe you --, please apply for confidential consideration so that we can set up an exploratory conversation!
As a Tax Associate, you will be involved in
Serving a client with complex tax needs
Preparation of individual, partnership, fiduciary, tax-exempt and other types of tax returns
Preparation of income tax projections that involve multiple scenarios and complex analysis
Interactions with client personnel to obtain information essential to delivering tax services
Supervising and serving as a technical resource to lesser experience Tax Staff members
We offer you:
Reasonable work schedules with flexible hours
Flexible working arrangements in office or work-from-home or hybrid
Unlimited career growth and potential
Dress for your Day dress code when in the office (which allows for casual attire most days)
Experience and opportunity to work with managers and partners
Excellent compensation and benefits package
A truly supportive team and firm culture - we have lots of fun together too!