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  • Financial Advisor

    Edward Jones 4.5company rating

    Finance analyst job in Fredericksburg, VA

    This job posting is anticipated to remain open for 30 days, from 01-Dec-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
    $45k-100k yearly 4d ago
  • US EG Financial Advisor Region 123

    Edward Jones 4.5company rating

    Finance analyst job in Ashland, VA

    Please Note: This opportunity is different from our financial advisor hiring process for an existing opening. It allows you to express interest in an anticipated financial advisor position and seek to become prequalified. This means you can proceed now with completing the interview and assessment steps in our hiring process. When a future financial advisor opening arises, you will be considered among other prequalified candidates who can become registered and licensed and step into a financial advisor role. Please note that being prequalified does not guarantee you will be selected for a future financial advisor position. 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 Applications for this role are accepted on an ongoing basis. 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
    $45k-100k yearly 4d ago
  • Finance and Accounting Manager

    Prospectblue

    Finance analyst job in Richmond, VA

    ProspectBlue is proud to partner with a highly respected, values-driven commercial construction services company to lead the search for a Finance & Accounting Manager. This organization specializes in commercial painting and wall covering and is known for delivering exceptional quality, strong communication, and a people-first culture built on accountability, detail, adaptability, and proactive leadership. This is an exciting opportunity to step into a critical leadership role within a growing finance team and make a meaningful impact on operations, reporting, and financial strategy at the company level. The Opportunity Reporting into senior leadership and working closely with the finance team, the Finance & Accounting Manager will lead daily accounting operations while supporting forecasting, reporting, and financial planning activities. This individual will oversee the full month-end close, maintain accurate financial records, and provide hands-on leadership across accounts payable, accounts receivable, cost control, budgeting, and compliance functions. Key Responsibilities Oversee and manage all day-to-day accounting operations and the full month-end close process Prepare and post/approve journal entries, including payroll and accruals Review and approve GL coding for AP invoices Maintain accurate financial records and reporting in compliance with company policy and regulatory standards Ensure accurate recording of revenues and expenses across projects Support budgeting, forecasting, and financial analysis efforts Provide leadership to accounting staff, fostering accountability, accuracy, and collaboration Help develop and implement standardized processes aligned with company values Maintain strong internal controls while supporting a culture of teamwork and continuous improvement Required Qualifications Must Have: Bachelor's degree in Accounting, Finance, Business Administration, or related field and 5+ years of construction-focused finance/accounting experience OR Master's degree in Accounting, Finance, or related field with 2+ years of relevant experience Proven background in: Construction accounting Financial planning & analysis (FP&A) Forecast development and operating plan support Process improvement and implementation Identifying trends and financial risk indicators Preferred Experience Intercompany accounting exposure Proficiency with Sage or similar accounting platforms Benefits Medical, dental, vision, and life insurance options 401(k) plan Paid holidays Paid vacation and sick time Employee referral program Strong work-life balance Interested? If you're an experienced construction accounting professional seeking a hands-on leadership role with an organization that values communication, accountability, and teamwork, we'd love to connect. Apply directly through ProspectBlue to be considered for this opportunity.
    $74k-110k yearly est. 4d ago
  • Sr. Associate, Financial Analyst

    Capital One 4.7company rating

    Finance analyst job in Richmond, VA

    As a Senior Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. Senior Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentation and ad-hoc requests. The role requires strong communication, problem solving, critical thinking, and influencing skills in order to effectively: Articulate outcomes of analysis and relevant insights Develop presentations to communicate business and analysis results to senior audiences General Responsibilities: Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management Collaborate with system analysts to maintain and develop system to house models Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams Ad-hoc requests and special projects Independently manage and prioritize workload Basic Qualifications: Bachelor's Degree or military experience At least 2 years' experience in financial analysis At least 2 years' experience with financial modeling Preferred Qualifications: Master's Degree in Business Administration (MBA) or Master's Degree in Finance Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license 3+ years' experience in financial analysis 3+ years' experience with financial modeling Experience in Microsoft Excel and Microsoft PowerPoint At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $94,600 - $107,900 for Sr. Financial Analyst Richmond, VA: $86,000 - $98,200 for Sr. Financial Analyst Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $94.6k-107.9k yearly 9h ago
  • Investment Banking Industrials M&A Associate (Global Advisory)

    Prospect Rock Partners

    Finance analyst job in Richmond, VA

    Job Description Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry. Their approach emphasizes true partnership-pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers. About the Industrials Group Led by senior professionals, our client's Industrials Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the industrials landscape and help turn ambitious goals into reality through M&A and private capital advisory services. The team has deep experience across sectors including: Building Products & Materials Chemicals & Specialty Materials Engineered Equipment, Products & Components Industrial Technology Packaging Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled-professionals who are eager to be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader. The Role Our client seeks a talented Associate to join their Industrials Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts. This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination. Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States. Key Responsibilities Deal Execution & Analysis Execute sell-side M&A transactions across all phases of the deal lifecycle Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses Conduct comprehensive valuation analyses using multiple methodologies Perform detailed industry research, competitive analysis, and market assessments Prepare pitch materials, management presentations, and transaction marketing materials Coordinate due diligence processes and manage data room activities Support senior bankers in client meetings and presentations Team Collaboration & Development Work closely with Vice Presidents to manage deal workstreams and timelines Guide and mentor Analysts on financial modeling, analysis, and presentation preparation Provide feedback and coaching to junior team members Ensure accuracy and quality of all deliverables Collaborate effectively across deal teams and office locations Client & Market Engagement Participate in client meetings and calls alongside senior bankers Develop understanding of client business models, strategies, and industry dynamics Support business development initiatives and pitch preparation Stay current on market trends, transactions, and industry developments Required Qualifications 2-3 years of investment banking experience, with sell-side M&A experience preferred Strong financial modeling and valuation skills with high attention to detail Proficiency in Excel, PowerPoint, and financial databases Excellent analytical and problem-solving abilities Strong written and verbal communication skills Ability to manage multiple projects simultaneously and meet tight deadlines Bachelor's degree required; advanced degree or certifications preferred Demonstrated work ethic and ability to thrive in a fast-paced environment Team-oriented mindset with willingness to collaborate and support colleagues Willingness to travel up to 15% of the time Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire What Defines Success in This Role Our client's top-performing Associates demonstrate: Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement Compensation & Benefits Highly competitive base salary commensurate with experience Performance-based bonus eligibility tied to company, business unit, and individual performance Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan Generous paid time off including vacation, holidays, and parental leave Structured training program and professional development resources Mentorship opportunities with senior bankers Clear path for advancement to Vice President
    $82k-126k yearly est. 7d ago
  • Analyst, Jr. Pricing

    Estes Forwarding Worldwide 4.4company rating

    Finance analyst job in Richmond, VA

    Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight. A subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines' extensive line haul network providing EFW clients with a hybrid transportation network. The company has received industry awards, including Specialty Carrier of the Year and E-Commerce Delivery Carrier of the Year, and has been recognized by Global Trade Americas as a leading 3PL to watch. We are proud to offer highly competitive pay and a comprehensive benefits package, including: Paid vacation, sick time, and holidays 401(k) plan with company match Medical, dental, and vision insurance Short- and long-term disability plans Life and accidental death & dismemberment insurance Job referral bonus program Responsibilities The Jr. Analyst, Pricing is responsible for developing, interpreting and implementing analytical tools to understand price results and drive price realization within EFW. To perform this job successfully, an individual must satisfactorily perform each essential duty. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential duties. Use initiative, education and prior training to suggest transportation improvements. Responsible for customer set-up to include development of rate packages by analyzing company databases, historical records and P&Ls. Conduct ongoing analysis of new/prior client's freight rates for profitability and operation. Advanced report writing within Sequel and Microsoft Access. Support sales efforts and general business transactions as required. Complementary reporting on a monthly basis. Regular attendance is required. Comply with company C-TPAT and TSA security procedures. Perform other duties as assigned. Qualifications The qualifications listed below are representative of the minimum knowledge, skill, and/or ability required. SKILLS AND ABILITIES Experience with customer tariff, contract pricing and rate application. Intermediate proficiency in Microsoft Office (particularly Excel, Word, PowerPoint and Access), internet, web-based, and job specific software applications. Proficiency in Excel, Access and Sequel programs. Good math, keying, and written/oral communication skills. Acute attention to detail and strong organizational skills. Must be a self-starter and able to thrive in a very fast-paced environment with little direction. Must be able to interact well with others. Ability to work independently or in a team setting, in a fast paced environment. Maintain stable performance under pressure or opposition; handling stress in a manner that is acceptable to others and the organization. Ability to complete multiple projects as designated by supervisor. Ability to read and interpret complex business and/or technical documents. Ability to write comprehensive reports and detailed business correspondence. Ability to work with groups of people such as other departments and communicate known concepts. Ability to present to a group of departments. Ability to solve problems with a variety of concrete variables through semi-standardized solutions that require some ingenuity and analysis. Ability to draw inferences and follow prescribed and detailed procedures to solve moderately complex problems. Must be eligible to work in the United States. At this time, EFW will not sponsor a new applicant for employment authorization for this position. EFW offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, creates an environment for continuous learning, and embraces the ideas and diversity of others. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, ethnicity, color, creed, religion, national origin, age, disability status, protected veteran status, marital status, sexual orientation, gender identity or expression, or any other legally protected status. SUPERVISION Position functions with supervision and has no direct reports. EDUCATION/EXPERIENCE Minimum of a Bachelor's degree and 1-3 years of experience. Bachelor's degree in Business, Logistics, or a related field preferred. However, a combination of experience and/or education will be taken into consideration. LICENSES/CERTIFICATIONS None required. TRAVEL None required. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Typically sitting at a desk or table. Intermittently sitting, standing, walking, or stooping. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform essential duties. Normal office situation. EFW is an Equal Opportunity Employer, Minorities/Female/Disabled/Veteran.
    $55k-89k yearly est. Auto-Apply 60d+ ago
  • Senior Analyst, Investment Banking

    BDO USA 4.8company rating

    Finance analyst job in Richmond, VA

    BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm's expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. The candidate will be expected to research prospective clients and their industries, assist in the creation of pitch materials, develop financial models and draft offering memoranda. The candidate will gain in-depth exposure to the financials and operations of companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. At BCA, analysts actively participate in every phase of a client engagement and gain the skills to build a successful career in investment banking. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm. The BCA team specializes in providing sell-side M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe. Job Duties: Supports the execution and the origination of M&A transactions Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses Analyzes companies and industries and work directly with client management teams Prepares pitch books, offering memoranda and management presentations Organizes and manage responses to inquiries from potential investors as well as coordinate other diligence activities Manages several projects concurrently Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred Experience: One (1) or more years of investment banking, private equity or related financial services experience, preferred License/Certifications: FINRA Series 79 and 63 licenses (if not currently held, will be required shortly after hire), required Software: Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred Languages: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills with exceptional attention to detail Ability to successfully multitask while working independently or within a group Ability to work in a deadline-driven environment and manage multiple projects simultaneously Understanding of basic accounting and valuation methodologies Ability to travel, as necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $80,000 - $100,000 Maryland Range: $80,000 - $100,000 NYC/Long Island/Westchester Range: $80,000 - $100,000
    $80k-100k yearly Auto-Apply 6d ago
  • Financial Planning & Analysis Sr. Analyst

    Smurfit Westrock

    Finance analyst job in West Point, VA

    Description & Requirements Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of integrity, respect, accountability and excellence, we use leading science and technology to move fiber-based packaging forward. Sr. Analyst, Financial Planning & Analysis The Opportunity The West Point, VA Mill, is seeking a Sr. Financial Analyst to join the Mill's Finance Team. This position provides business analysis for various financial and accounting activities in support of both the mill and corporate internal customers. The individual in this role must be comfortable in a manufacturing/process environment, exhibit effective communication skills, be a self-starter and able to work independently. This position is required to be on-site 5 days a week at the West Point mill. How You Will Impact Smurfit Westrock * Perform monthly financial closing activities including journal entries and account reconciliations * Perform monthly cost and variance analysis * Support and review the accounts payable process * Complete assigned mill and corporate financial reporting needs * Support the monthly balance sheet reconciliation process * Provide support for monthly forecasting and annual budgeting processes * Support activities related to internal and external audit requirements * Perform ad hoc analysis, reporting and project support as needed * Work in conjunction with Division and Corporate tax teams to identify and track cost improvement opportunities What You Need To Succeed * Bachelor's degree in Accounting, Finance, or Business Administration with an Accounting concentration * Familiar/comfortable in a manufacturing environment * Experienced with financial analysis and reconciliation processes * A minimum of 3+ years of professional experience * Strong interpersonal skills with desire and ability to work in a team/collaborative environment. * Must be proficient in Excel, Teams, PowerPoint and other Microsoft Office products * Good organizational, problem solving and communication skills * Ability to manage multiple competing priorities * Experience in JD Edwards and Hyperion a plus What We Offer * A culture based on integrity, respect, accountability, and excellence. * Comprehensive training with learning and development opportunities * An attractive salary reflecting skills, competencies and potential. * A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work. Candidates are required to undergo a drug screening after receiving a conditional job offer, but before starting employment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.
    $67k-93k yearly est. 3d ago
  • Financial Auditor_GAP and Compliance exp_Virginia

    360 It Professionals 3.6company rating

    Finance analyst job in Richmond, VA

    360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement. Job Description We are looking to fill a position for Financial Auditor in Richmond VA. Qualifications Experience in accounting, internal controls or fiscal administration. Demonstrated experience working with complex financial systems, and analyzing financial reports and business processes. Degree from a college or university with major studies in accounting, public or business administration or related curriculum, or an equivalent combination of training and experience. Additional Information In person interview is acceptable.
    $78k-102k yearly est. 60d+ ago
  • Financial Operation Analyst Lead - Payment Integrity Datamining

    Paragoncommunity

    Finance analyst job in Richmond, VA

    Financial Operations Analyst Lead - Payment Integrity Datamining Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. Carelon Payment Integrity is a proud member of the Elevance Health family of companies, Carelon Insights, formerly Payment Integrity, is determined to recover, eliminate and prevent unnecessary medical-expense spending. The Financial Operations Analyst Lead will be responsible for analyzing data and providing new processes, system enhancements and technical solutions to complex business issues. Leads and coaches staff. Manages workflow and oversees day-to-day department responsibilities. May conduct operational meetings with staff. Assists management in establishing work goals. Prepares management reports and may do budget variance. How you will make an impact: Develops and executes complex data analysis Develops strategic report applications from Finance systems Writes queries and macros to enhance access databases and builds new databases in support of accurate balance sheet/P&L reporting Provides decision support and procedural input to ensure that processing efficiency does not compromise internal control mechanisms Interfaces with IT as needed and documents and tracks any needed system enhancements with IT management Documents and responds to any external audit requests Assists in the implementation of software releases within the Finance organization Ensures proper conversion or shutdown of legacy systems by developing and documenting enterprise solutions for successful transition to core processing systems Has technical and operational expertise Can commit department to deliverables on own initiative Uses discretion in making independent decisions Minimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 5 years experience in a finance/health insurance field capacity and experience with relational databases and mainframe and client server report writers; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities, and Experiences: Demonstrates a strong ability to set and execute a vision that aligns with organizational goals strongly preferred. Experience in implementing quality assurance and data loss prevention measures to ensure compliance preferred. Exceptional skills in data analysis to solve complex problems and provide actionable insights strongly preferred . Proven ability to effectively communicate and influence stakeholders at all levels preferred. Experience navigating and managing projects with unclear guidelines or outcomes preferred . Shows a commitment to transparency, adaptability, and a feedback-positive mindset within team dynamics desired. Job Level: Non-Management Exempt Workshift: 1st Shift (United States of America) Job Family: AFA > Financial Operations Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
    $49k-83k yearly est. Auto-Apply 10d ago
  • Financial Analyst - AF069

    DHRM

    Finance analyst job in Richmond, VA

    Are you a fiscal professional with a strong background in financial research ad analysis? Do you have experience with General Ledger, Fixed Assets, Grant Reporting, Lease Accounting, and Financial Reporting? Come join DGS as a Financial Analyst! Title: Financial Analyst - AF069 State Role Title: Financial Services Specialist II Hiring Range: $85,000 - $100,000 Pay Band: 5 Agency: Department of General Services Location: Washington Building Agency Website: ************************ Recruitment Type: General Public - G The General Ledger/Financial Reporting Unit in the Department of General Services (DGS) Fiscal Office is seeking a Financial Analyst to analyze financial data and ensure compliance with State rules and regulations. This position will work with the Financial Reporting Manager in the completion of federal and state agency reporting functions, perform a variety of complex analytical functions within the areas of General Ledger, Fixed Assets, Grant Reporting, Lease Accounting, and Financial Reporting and provide financial, functional and technical support to Divisions within the Agency. Job duties and responsibilities include, but are not limited to: Performing a myriad of analysis and research work of considerable difficulty involving very large and complex accounting and financial transactions. Working with the Accounting Manager on all matters related to monthly and year-end closing activities ensuring accurate and timely completion of monthly and year-end financial statements, schedules, and footnotes to be included in the Commonwealth's Annual Comprehensive Financial Report. Maintaining internal controls related to lease accounting to mitigate risks and ensure accuracy, and ensuring lease accounting practices are in compliance with GASB87 accounting standards while preparing lease accounting disclosures for financial statements, including schedules and supporting documentation. Reviewing capital lease agreements as needed to calculate present value of future lease payments to record the lease liability, record corresponding right-of-use asset, prepare and post necessary journal entries related to lease payments, accruals, and adjustments, create and maintain detailed lease schedules tracking lease payments, due dates, and key lease terms. Developing and maintaining detailed cash flow forecasts models, budget forecasting models, and variance analyses and analyzing revenue and expenditure accounts to determine financial performance and projected outcomes. Providing management with accurate and timely quarterly reports and other financial information, effective recommendations that support planning and decision making, and tools to help improve financial processes. Success in this position ensures compliance with specific regulations and requirements, accuracy of Agency financial records, informed decision making, sound financial position, and provision of government services. This position is eligible for a hybrid telework schedule upon completion of 6 months of satisfactory performance and a approved telework agreement. We've got great benefits! DGS offers excellent health benefits at affordable pricing, pre-tax spending accounts, paid life insurance, paid Short- and Long-Term Disability benefits, paid holidays, vacation, and other leave benefits, wellness programs, and a state retirement plan with options for tax-deferred retirement savings including employer matching. Additionally, DGS is a qualifying employer for the Public Service Loan Forgiveness Program. Minimum Requirements Considerable knowledge of accounting and financial practices, policies, and procedures. Experience with both accrual and cash basis accounting. Ability to read, understand, and interpret accounting and financial data, reports, and related materials. Considerable experience with financial research, analysis, and report presentation. Ability to comprehend, interpret, and apply regulations, procedures, and related information. Strong problem-solving skills, including the ability to determine the impact of actions in order to plan and/or make effective recommendations for resolving complex issues. Experience preparing financial statements, attachments, and schedules. Experience with monthly and year-end closing processes. Exceptionally strong working knowledge of automated accounting software systems and spreadsheets. Considerable knowledge of lease accounting practices, including accounting standards related to capital leases. Strong verbal and written communication skills, including the ability to create written reports and documents in a concise, clear, and effective manner and interact with management, employees, and Division Directors. Ability to prioritize, organize work effectively, meet deadlines, and be detail oriented. Sponsorship will not be provided for this role, now or in the future. Candidates must be authorized to work in the United States by the start date of their employment to be considered. Candidates must also be able to pass a criminal background check. Additional Considerations: Experience developing budget and cash-flow forecasting models. Experience researching large volumes of complex accounting and financial transactions. Knowledge of federal grant reporting. Knowledge of Fixed Asset accounting. Special Instructions Applications will continue to be accepted until a suitable pool of candidates is received, but this position may be closed at any time after March 11, 2025. Applicants in need of accommodation during the application and/or interview process may contact DGS at ************ for assistance. The online state application must contain all required information and fully respond to questions to be considered for this job opportunity. Online applications must be submitted via jobs.virginia.gov and include your resume and a cover letter. While we encourage you to review all of the requirements and additional considerations in drafting your cover letter, we encourage you to specifically address all of the following: The effectiveness and overarching impact of your experience using problem-solving skills to make recommendations for complex fiscal issues; Your experience with financial research, analysis, and report presentation; and Your knowledge and experience with accounting and financial practices, policies, and procedures, to include accrual and cash basis accounting, lease accounting, and monthly and year-end closing processes. Fax, e-mail, or mail applications will not be accepted. For assistance or computer access, please visit your local Virginia Employment Office or contact our office ********************* or ************. You will be provided a confirmation of receipt when your application has been successfully submitted. Please refer to the “Your Application” page in your account to check the status of your application for this position. Sponsorship will not be provided for this position now or in the future. Confirmation of eligibility to work will be required at time of hire. DGS will record information from each new employee's Form I-9 (Employment Eligibility Verification) into the Federal E-Verify system to confirm identity and work authorization. The selected candidate must also pass a criminal background check. The Virginia Department of General Services is an equal opportunity employer and a proud Virginia Values Veterans (V3) Certified employer. Individuals from minoritized groups, individuals with disabilities, veterans, and individuals with AmeriCorps, Peace Corps, and other national service experience are encouraged to apply. In support of the Commonwealth's commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at ************. Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process. Contact Information Name: DGS Human Resources Phone: ************ Email: *********************
    $85k-100k yearly 60d+ ago
  • Public Finance Analyst

    Davenport 4.3company rating

    Finance analyst job in Richmond, VA

    Department: Public Finance OVERVIEW AND RESPONSIBILITIES: Davenport is seeking a Public Finance Analyst to join our Richmond, VA office. Our Public Finance department provides financial advisory services to cities, counties, public authorities and not for profit corporations in the mid-Atlantic region who borrow in the tax-exempt bond markets. This Public Finance Analyst position will involve working with senior advisors in the Public Finance department on a broad range of projects including: * preparation of proposals and offering statements, * analysis of financing options, * preparation of client reports and presentations, and * quantitative analysis and financial research. There will be a heavy emphasis on quantitative analysis using available programs and templates, evaluating strategic options, comparison of financial and economic data, and design of presentation material. QUALIFICATIONS: * Intermediate to advanced skills in Microsoft Word, Excel, PowerPoint * Excellent writing and communication skills * Ability to work on multiple projects * Ability to work with and meet deadlines * Familiarity with accounting concepts and terminology * College degree, preferably with accounting, economics or finance coursework * Obtain Series 50 license within one year of hire date * Minimum 3.5 GPA SALARY & BENEFITS: We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours. DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
    $91k-146k yearly est. 20d ago
  • Financial Analyst

    Ridegrtc

    Finance analyst job in Richmond, VA

    Join a Mission That Moves Richmond GRTC is deeply connected to the communities we serve, offering opportunities to shape the future of public transit through innovative service designs, major capital projects, and a growing regional network. Every day, our work powers more than 30,000 transit trips and supports mobility for people across the region. With new routes, expanded connections, and a second bus rapid transit line in development to complement the Pulse, our ITDP Bronze Medal-winning flagship system, GRTC continues to expand its role as the backbone of regional mobility. Joining GRTC means being part of a mission-driven team with the chance to make a lasting impact on how people move and connect. SUMMARY: The Financial Analyst plays a critical role within the Finance Department, providing strategic financial support and oversight across budgeting, financial reporting, and grants management. This position is responsible for assisting with the development and analysis of operating and capital budgets, preparing comprehensive financial reports, and maintaining detailed financial models and schedules. The Financial Analyst assists with accounting activities within the Finance Department and ensures compliance with internal policies and external funding requirements. ESSENTIAL DUTIES AND RESPONSIBILITIES : Design and implement budget models, guidelines, parameters, timelines, and procedures to support the annual budget development process. Collaborate directly with senior leadership to address and resolve budgetary issues. Escalate financial and accounting concerns to appropriate supervisory personnel. Collect, analyze, and submit data for the National Transit Database (NTD) annual reporting requirements. Prepare forecasts for operating revenues and expenditures as needed. Support the maintenance of accounting records, including monitoring income, cash flow, and spending activity and support the Month End close processes. Assist in managing general, subsidiary ledgers, and grant accounting process through the accounts receivable, revenue allocation, depreciation, asset records, operating costs, and insurance documentation. Provide organizational and business support to communicate opportunities for cost savings, process improvements, and financial performance. Track and evaluate legislative and regulatory changes that may impact the organization. Perform additional duties as assigned to support departmental and organizational goals SUPERVISORY RESPONSIBILITIES: This is an individual contributor role. There are no supervisory responsibilities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION / KNOWLEDGE / EXPERIENCE: Bachelor's degree in Accounting, Finance, Business Administration, or a related field is required. 3-5 years of relevant experience in financial analysis or FP&A. SKILLS/CERTIFICATIONS: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Advanced knowledge and experience with Financial Statements (Budget Reports, Cashflow Models, P&L Statements, Balance Sheets). Demonstrated knowledge and understanding of FP&A Principles and Methodologies with a strong attention to detail and timely reporting. Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, INDEX/MATCH, charts, etc.). Familiarity with ERP Platforms. Experience with Data Modeling/Presentation tools (Power BI, Tableau, etc.) is a strong plus. Strong analytical and problem-solving skills. Excellent communication and collaboration abilities. Ability to manage multiple tasks and meet deadlines. PREFERRED QUALIFICATIONS: Experience in public sector or transportation industry. Exposure to cost management by cost drivers. Understanding of financial accountability frameworks. Familiarity with grant funding and compliance requirements. Oracle Cloud ERP system experience PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
    $54k-83k yearly est. Auto-Apply 45d ago
  • Financial Analyst

    Leumas Residential

    Finance analyst job in Fredericksburg, VA

    Job Description FINANCIAL ANALYST Job Type: Full-Time About Us: Leumas is a mission-driven, founder-led enterprise operating at the intersection of government contracting, affordable housing, community impact, and real estate investment. We are a growing organization focused on operational excellence, sound financial management, and long-term sustainability. As our portfolio continues to expand, we are seeking a highly organized and detail-oriented Financial Analyst to join our Finance team and play a key role in supporting the company's continued growth. Position Overview: The Financial Analyst will assist with the day-to-day accounting and financial operations of the organization, ensuring accuracy, efficiency, and compliance across all functions. This position will actively support Accounts Payable (AP), Accounts Receivable (AR), and Payroll, while also contributing to broader financial planning and analysis initiatives. The ideal candidate will be analytical, collaborative, and able to translate financial data into actionable insights for leadership. Responsibilities: In this role, you will oversee daily financial transactions, ensuring all activity is properly recorded, reconciled, and aligned with company policies. You will monitor cash flow, prepare financial reports, and support budgeting and forecasting efforts to guide strategic decision-making. The position will also coordinate with external tax preparers and auditors to ensure compliance with all federal and state requirements. Beyond the core accounting functions, the Financial Analyst will provide recommendations on financial strategies, investments, and risk management, helping leadership make informed, data-driven decisions. You will also work closely with cross-functional teams to improve workflows, streamline processes, and enhance the accuracy and efficiency of the company's financial operations. Qualifications: The ideal candidate will have 2-4 years of experience with QuickBooks, a strong understanding of financial principles, and the ability to communicate clearly with both technical and non-financial stakeholders. Attention to detail, integrity, and the ability to manage multiple priorities are essential. Benefits: Leumas offers a competitive compensation and benefits package, including health, dental, and vision insurance; 401(k) with company match; paid time off; life insurance; tuition reimbursement; and opportunities for professional development. Work Location: In person - Fredericksburg, VA
    $55k-85k yearly est. 3d ago
  • Financial Analyst

    Rappahannock Area Community Services Board

    Finance analyst job in Fredericksburg, VA

    Job Description Responsible for assisting with budget preparation, forecasting financial performance, and analyzing budget-to-actual variances. This role ensures financial data is accurate, timely, and aligned with funding requirements. Responsibilities are carried out under general supervision and in accordance with agency policies, GAAP, and applicable state and federal regulations. The analyst plays a key role in grant compliance, reporting, and providing actionable insights to leadership for strategic decision-making. DUTIES AND RESPONSIBILITIES Assists with preparation of the agency's annual operating budget, performance contract and related reports. Assists with annual funding request submissions to local governments. Analyzes, maintains, and updates the agency's budget during the course of the year. Assists with completion of mid-year and end-of-year performance contract reports and other external reporting requirements as needed. Analyzes and reports on federal fund balances and completes annual federal fund balance reports. Ensure grant compliance by tracking expenditures and adhering to grantor restrictions and reporting guidelines. Performs monthly budget to actual variance analysis. Completes grantor invoicing for reimbursement requests. Generate financial reports and conduct ad-hoc analysis on spending and grant performance. Maintains the financial statements within the agency's financial system software. Prepares and maintains regional fund reports where the agency acts as a regional fiscal agent. Utilizes cost accounting techniques to cost out services for program analysis and rate negotiation. Support audits and compliance by preparing documentation and ensuring adherence to GAAP. Assist in representative payee bank account reconciliation. Backup essential duties of Accounting Specialist and Accountant. Does related work as assigned. KNOWLEDGE, SKILLS, AND ABILITIES Nonprofit accounting principles including GAAP and fund accounting for restricted and unrestricted funds. Grant compliance expertise to track spending and meet grantor reporting requirements. Budgeting and forecasting skills using historical data and financial modeling. Variance analysis to monitor financial performance and efficiency. Audit preparation and internal controls to support compliance and prevent fraud. Advanced Excel skills. Strong communication skills to present financial insights to non-financial stakeholders. TYPICAL EDUCATION, TRAINING AND WORK EXPERIENCE Minimum Required Education and Experience: Bachelor's Degree in Accounting, Finance, Business Administration or Public Administration, with 3 years related experience in performing substantive work in the duties described above. LICENSURE AND CERTIFICATIONS Valid Virginia Driver's License ENVIRONMENTAL AND PHYSICAL EXPOSURE Work is sedentary and has negligible exposure to disagreeable environmental elements or physically demanding tasks. Periodically requires the ability to lift up to 20lbs. Occasionally requires the ability to lift up to 50lbs. RACSB maintains a drug-free workplace environment. All candidates who receive conditional offers of employment must successfully complete a pre-employment drug screening and background check, including criminal history, driving record, and verification of credentials. Additionally, employees are subject to random drug testing throughout their employment. Our comprehensive screening program reflects our commitment to maintaining a safe, healthy workplace and providing high-quality services to our community.
    $55k-85k yearly est. 25d ago
  • Financial Analyst

    Amboy Medical Practice

    Finance analyst job in Richmond, VA

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Day Shift - 7.5 Hours (United States of America) RUMC is seeking a highly motivated and detail-oriented Entry-Level Financial Analyst to join our dynamic finance team. This is an excellent opportunity for a recent graduate or an individual with 0-3 years of experience looking to build a strong foundation in financial analysis. The successful candidate will play a crucial role in supporting key financial processes by assisting in the analysis of financial data, developing forecasts, supporting budgeting activities, and contributing to insightful cost accounting analysis. You will also gain exposure to the preparation of journal entries and the financial board package. Responsibilities: Financial Data Analysis: Assist in the collection, organization, and analysis of financial data from various sources. Identify key trends, variances, and potential areas for improvement. Trend Forecasting: Support the development of financial forecasts and projections by analyzing historical data and identifying relevant business drivers. Budgeting & Forecasting: Participate in the annual budgeting process and periodic forecasting exercises. Assist in the preparation of budget templates, data input, and variance analysis. Cost Accounting Analysis: Contribute to cost accounting activities by analyzing production costs, identifying cost efficiencies, and providing insights to support decision-making. Journal Entries: Assist in the preparation and posting of routine and ad-hoc journal entries in accordance with accounting policies and procedures. Financial Board Package: Support the preparation of the monthly and quarterly financial board package by compiling data, creating schedules, and ensuring accuracy. Others: Collaborate with other departments to gather financial information and understand business operations. Ensure compliance with internal controls and accounting regulations. Perform ad-hoc financial analysis and projects as assigned. Qualifications: Bachelor's degree in Finance or Accounting Strong academic record. Proficiency in Microsoft Products (e.g., presentation, vlookups, pivot tables, formulas). Familiarity with accounting principles and financial statements. Excellent analytical and problem-solving skills. Strong attention to detail and accuracy. Ability to work independently and as part of a team. Excellent written and verbal communication skills. Experience with accounting software or ERP systems is a plus. Preferred Skills: Experience with Workday System Knowledge of statistical analysis techniques. Progress towards or interest in pursuing professional certifications (CPA or CFA) Schedule: Monday -Friday, 8am - 4pm Salary Range: $58k - $70k Employment Non-Discrimination: Richmond University Medical Center is committed to equality of opportunity in all aspects of employment and provides full and equal employment opportunities to all employees and potential employees without regard to race, color, national origin, religion, gender identity, sex, sexual orientation, pregnancy, childbirth and related medical conditions and needs including lactation accommodations, physical or mental disability, age, immigration or citizenship status, veteran or active military status, genetic information, or any other legally protected status. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
    $58k-70k yearly Auto-Apply 60d+ ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance analyst job in Mineral, VA

    This job posting is anticipated to remain open for 30 days, from 29-Oct-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
    $45k-100k yearly 4d ago
  • Investment Banking Associate Industrials M&A (Global Advisory)

    Prospect Rock Partners

    Finance analyst job in Richmond, VA

    Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry. Their approach emphasizes true partnership-pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers. About the Industrials Group Led by senior professionals, our client's Industrials Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the industrials landscape and help turn ambitious goals into reality through M&A and private capital advisory services. The team has deep experience across sectors including: Building Products & Materials Chemicals & Specialty Materials Engineered Equipment, Products & Components Industrial Technology Packaging Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled-professionals who are eager to be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader. The Role Our client seeks a talented Associate to join their Industrials Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts. This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination. Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States. Key Responsibilities Deal Execution & Analysis Execute sell-side M&A transactions across all phases of the deal lifecycle Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses Conduct comprehensive valuation analyses using multiple methodologies Perform detailed industry research, competitive analysis, and market assessments Prepare pitch materials, management presentations, and transaction marketing materials Coordinate due diligence processes and manage data room activities Support senior bankers in client meetings and presentations Team Collaboration & Development Work closely with Vice Presidents to manage deal workstreams and timelines Guide and mentor Analysts on financial modeling, analysis, and presentation preparation Provide feedback and coaching to junior team members Ensure accuracy and quality of all deliverables Collaborate effectively across deal teams and office locations Client & Market Engagement Participate in client meetings and calls alongside senior bankers Develop understanding of client business models, strategies, and industry dynamics Support business development initiatives and pitch preparation Stay current on market trends, transactions, and industry developments Required Qualifications 2-3 years of investment banking experience, with sell-side M&A experience preferred Strong financial modeling and valuation skills with high attention to detail Proficiency in Excel, PowerPoint, and financial databases Excellent analytical and problem-solving abilities Strong written and verbal communication skills Ability to manage multiple projects simultaneously and meet tight deadlines Bachelor's degree required; advanced degree or certifications preferred Demonstrated work ethic and ability to thrive in a fast-paced environment Team-oriented mindset with willingness to collaborate and support colleagues Willingness to travel up to 15% of the time Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire What Defines Success in This Role Our client's top-performing Associates demonstrate: Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement Compensation & Benefits Highly competitive base salary commensurate with experience Performance-based bonus eligibility tied to company, business unit, and individual performance Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan Generous paid time off including vacation, holidays, and parental leave Structured training program and professional development resources Mentorship opportunities with senior bankers Clear path for advancement to Vice President
    $82k-126k yearly est. 36d ago
  • Investment Banking Associate

    Prospect Blue 4.1company rating

    Finance analyst job in Richmond, VA

    Job Description About the Opportunity ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries. This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you'll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish. Key Responsibilities Conduct detailed financial modeling, valuation, and deal structure analysis. Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations. Research and evaluate potential strategic and financial buyers. Manage diligence processes including data room organization, third-party coordination, and document review. Support client interactions, including buyer communications, management meetings, and presentation preparation. Provide mentorship and guidance to analyst-level team members and assist in managing team workflow. Qualifications 2-5 years of experience in investment banking or a related financial advisory role. Bachelor's degree in Finance, Accounting, Economics, or a related field. Proven proficiency in financial modeling, valuation, and transaction analysis. Exceptional analytical, quantitative, and written communication skills. Strong working knowledge of Microsoft Excel, PowerPoint, and Word. Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment. FINRA licensing preferred (or willingness to obtain within six months). CFA or CPA designation is a plus.
    $84k-124k yearly est. 60d+ ago
  • Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond)

    BDO USA 4.8company rating

    Finance analyst job in Richmond, VA

    BDO is a place for energetic self-starters who think and act like entrepreneurs. The BDO Capital Advisors (BCA) Intern will be responsible for utilizing their educational background and organizational skills to complete a broad range of analytical and operational tasks under the supervision of more experienced BCA professionals to support the firm's extensive transaction-related services. In this role, the BCA Intern will gain a deeper understanding of the financials and operations of companies across industries. Additionally, the BCA intern will develop an understanding of the M&A deal process, including sellside M&A advisory, buyside engagements and private placements. This BCA internship will enable the candidate to develop the skills and relationships necessary to launch a career in the field of investment banking. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm. The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe. Job Duties: Constructs financial models focusing on transaction valuation work through comparable company analysis, precedent transaction analysis, discounted cash flow analysis and other industry metrics Assists in the development and composition of appropriate written documentation including tailored pitch books, offering memoranda, company marketing collateral, management presentations, valuation reports, and other transaction materials Conducts quantitative and qualitative data and industry data analysis Contributes to deal sourcing efforts by researching new and prospective clients as well as their respective industries to help compile pitch books and/or internal memos Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelor's or Master's program, required; focus in Finance or Accounting, preferred Completion of junior year of Bachelor's, preferred Experience: Leadership experience, preferred Software: Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required Other Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Seeks advice of appropriate superiors regarding issues related to compliance Understanding of basic accounting and valuation methodologies Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $28/hr - $32/hr NYC/Long Island/Westchester Range: $28/hr - $32/hr
    $28-32 hourly Auto-Apply 42d ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Glen Allen, VA?

The average finance analyst in Glen Allen, VA earns between $44,000 and $102,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Glen Allen, VA

$67,000

What are the biggest employers of Finance Analysts in Glen Allen, VA?

The biggest employers of Finance Analysts in Glen Allen, VA are:
  1. Oracle
  2. Ryder System
  3. GRTC Transit System
  4. Capital One
  5. Deloitte
  6. CBRE Group
  7. Davenport & Company
  8. HCA Healthcare
  9. DHRM
  10. State of West Virginia
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