Finance associate jobs in Chesapeake, VA - 87 jobs
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SBA Banker III
Seacoast National Bank 4.9
Finance associate job in Virginia Beach, VA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$53k-99k yearly est. 3d ago
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Floating Personal Banker Supervisor (Regional Banking Supervisor)
Dollar Bank, FSB 4.1
Finance associate job in Virginia Beach, VA
The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.
In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's Hampton Roads area. Travel reimbursement is provided after a specific mileage threshold is met.
Qualifications:
* High school diploma/GED required.
* One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry.
* Leadership, supervision, or mentorship experiences required.
* Ability to travel between multiple assigned branches according to business needs.
* A valid driver's license and access to a reliable vehicle is required.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Build relationships with our customers by engaging in a consultative sales approach.
* Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty.
* Educate our customers on ways to utilize technology in branch, online or mobile.
* Utilize sound decision making skills while balancing customer service and financial loss.
* Assist in training and development of new employees within the bank.
* Learn how to open and close branches.
* Adhere to all established branch operational processes and procedures.
* Multitasking skills to quickly shift from transaction to transaction.
* Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
* Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$27k-32k yearly est. 3d ago
Financial Analyst
Synectic Solutions 3.8
Finance associate job in Chesapeake, VA
SSI is seeking a Financial Controller for the Corporate Office located in Camarillo, CA. You will provide financial management for the company's portfolio of Navy contracts that conform to DCAA Cost Accounting Standards. SSI provides world class service to our Navy customers, and we take pride in everything we do, because what we do matters! The successful candidate for this role will serve as a business and financial advisor to the CEO. You will be responsible for consolidation and review of financials for the organization, providing relevant insight to the business unit and financial management. In addition, you will help coordinate the financial deliverables for multi-year contracts.
This role requires strong analytical skills with the ability to work both independently and as a team member to produce timely, quality products. Responsibilities include the preparation of monthly, quarterly, and annual reports and presentations, review of financial forecasts and progress towards meeting the forecasts, internal business reporting, and ad-hoc analysis for other functions and various projects. This person will also be required to communicate and present financial data to management in an accurate, concise, and understandable manner, perform variance analysis, monitor opportunities and risks, and support new business proposals. A hybrid work environment may also be considered.
Required Education, Experience, & Skills
Proficiency in Microsoft Office tools
Strong working knowledge of Financial Tools (Unanet/Deltek)
Ability to multitask in a fast-paced, time-sensitive environment
Strong organizational skills to manage multiple priorities
Strong interpersonal skills to interact with diverse work teams
Ensure compliance with government and SSI policies
Ability to analyze data and provide information for sound decision making
Prior Program Finance experience
Excellent communication skills
Preferred Education, Experience, & Skills
Demonstrated ability to develop and maintain professional and effective relationships with internal customers at all levels of the organization
Experience with process improvement and change management
Ability to make clear presentations to all levels of management
Experience working with Cost Type contracts
Please apply at:
*************************
Send resume to
****************
$57k-97k yearly est. Easy Apply 60d+ ago
Private Client Banker (New Build) - London Bridge- Virginia Beach, VA
JPMC
Finance associate job in Virginia Beach, VA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$35k-79k yearly est. Auto-Apply 60d+ ago
Financial Analyst - FAB Team
DSV Road Transport 4.5
Finance associate job in Chesapeake, VA
DSV - Global transport and logistics In 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' entire supply chain by transporting, storing, packaging, re-packaging, processing and clearing all types of goods. We work every day from our many offices in more than 80 countries to ensure a steady supply of goods to production lines, outlets, stores and consumers all over the world. Our reach is global yet our presence is local and close to our customers. Read more at ***********
Location: USA - Chesapeake, 1305 Executive Blvd.
Division: Air & Sea
Job Posting Title: Financial Analyst - FAB Team
Time Type: Full Time
Summary
Provide internal and external support for transportation / logistics services outside of the US that require customers to be billed in the US; Third Party Billing. Manage the billing process according to customer requirements.
Duties and Responsibilities
* Coordinate shipments that are moving from offshore-to-offshore locations, to include:
* Setting up new business
* Coordinate with sales, offshore locations, customers and third parties
* Document requirements and/or SOPs
* Ensure the account activities and billing process according to customer requirements
* Audit shipments and invoices from offshore against customer requirements and customer tariff
* Analyze shipment documentation provided, make determination as to compliance with SOP, provide parties with requirements to align to SOP, determine when billing fulfillment met and execute billing process.
* Shipment data entry and billing in the transport management system to customers and offshore locations
* Research and resolve accounting issues and other complex transactional items
* Act as a primary point of contact for the third-party billing requests
* Coordinate within department, account manager, collections department and other parties, as necessary
* Work closely with various parties within the organization and the customer to assure the customer requirements / billing requirements are met and processes support the billing process · Escalate issues to department management with recommendations and justification, where possible
* Assist in other tasks, as needed
Educational background / Work experience
* A bachelor's degree in accounting or related field is preferred
* Generally, prefer 3-5 years of billing and/or freight audit experience is preferred
* Freight forwarding experience in either export or import operations with the understanding complex
* transportation flows
* Prior experience in analytics highly desirable
Skills & Competencies
* Excellent interpersonal, analytical, problem-solving, and communication skills required
* The ability to understand different factors that drive transportation processes and related cost is also required
* Intermediate MS Office Excel and Word skills
* Strong analytical and problem-solving skills
* Knowledge of logistics and supply chain management principles
* Ability to work well under pressure and in a fast-paced environment
Language skills
* Fluency in English is required
* Knowledge of additional languages is a plus
Computer Literacy
* Proficiency in Microsoft Office Suite
For this position, the expected base pay is: $57,000 - $77,000 / Annual. Actual compensation will be determined based on job-related factors, including relevant experience, skills, education or certifications, and geographic location, consistent with applicable laws and company policy.
DSV offers a comprehensive benefits program designed to support the health and well-being of employees and their families. Benefits include medical, prescription, dental, vision, and life insurance, as well as flexible spending accounts (FSAs), health savings accounts (HSAs) (for eligible plans), and short- and long-term disability coverage.
Employees also have access to wellness resources, Employee Assistance Program (EAP) services, and other support benefits. Financial benefits include participation in the DSV 401(k) plan, which provides company matching contributions of up to 5%.
To support work-life balance, DSV offers various paid time off programs and paid company holidays. Specific PTO and leave programs may vary by location and division in accordance with state or local laws
DSV does not accept unsolicited agency resumes. Please do not forward unsolicited resumes to our website, employees, or Human Resources. DSV will not be responsible for any agency fees associated with unsolicited resumes. Unsolicited resumes received will be considered property of DSV and will be processed accordingly without fees.
DSV is an equal employment opportunity employer. Candidates are considered for employment without regard to race, creed, color, national origin, age, sex, religion, ancestry, disability, veteran status, marital status, gender identity, sexual orientation, national origin, or any other characteristic protected by applicable federal, state or local law. If you require special assistance or accommodation while seeking employment with DSV, please contact Human Resources at *************. If you are interested in learning the status of your application, please note you will be contacted directly by the appropriate human resources contact person if you are selected for further consideration. DSV reserves the right to defer or close a vacancy at any time.
DSV - Global transport and logistics
DSV is a dynamic workplace that fosters inclusivity and diversity. We conduct our business with integrity, respecting different cultures and the dignity and rights of individuals. When you join DSV, you are working for one of the very best performing companies in the transport and logistics industry. You'll join a talented team of more than 75,000 employees in over 80 countries, working passionately to deliver great customer experiences and high-quality services. DSV aspires to lead the way towards a more sustainable future for our industry and are committed to trading on nature's terms.
We promote collaboration and transparency and strive to attract, motivate and retain talented people in a culture of respect. If you are driven, talented and wish to be part of a progressive and versatile organisation, we'll support you and your need to achieve your potential and forward your career.
Visit dsv.com and follow us on LinkedIn, Facebook and Twitter.
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$57k-77k yearly 13d ago
Financial Accounting Analyst
Paragoncommunity
Finance associate job in Norfolk, VA
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.
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.
The Financial Accounting Analyst is responsible for supporting all month-close functions, including closing, analysis, reporting as well as providing project leadership.
How You Will Make an Impact
Primary duties may include, but are not limited to:
Reviews and prepares interpretation of accounting transactions and results.
Prepares financial, business and process presentations.
Identifies complex accounting problems or issues related to workflow processes, researches solutions, and implements corrective steps to achieve higher level of operational efficiency.
Coordinates, manages and leads complex projects and processes.
Minimum Requirements:
Requires BA/BS in Accounting or Finance and a minimum of 3 years accounting experience; or any combination of education and experience, which would provide an equivalent background.
Preferred Skills, Capabilities and Experiences:
CPA, CMA, or MBA preferred.
Previous work experience with month end close processes, account reconciliation and statutory accounting principles preferred.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $67,200 to $100,800.
Locations: Columbus, OH
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws
.
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Job Level:
Non-Management Exempt
Workshift:
Job Family:
AFA > Accounting
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.
$67.2k-100.8k yearly Auto-Apply 7d ago
Investment Representative
Bayport Credit Union 3.9
Finance associate job in Newport News, VA
BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members, and new clients reach their financial goals by providing them with exceptional personalized service and appropriate financial solutions. This individual will service an existing book of business while generating new clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Work in a sales capacity and identify and solve the financial needs of clients by offering investment products.
Identify and evaluate customer and employee needs for financial services.
Design and implement those services and products that respond to client needs and which are consistent with the mission of Credit Union.
Write and follow an annual business plan which includes marketing, branch development, sales goals, sales activities, client development, etc.
Represent the firm in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
Identify and develop relationships with wholesalers.
Keep current on investment products and services offered.
Provide periodic client account reviews.
Develop and maintain long-term relationships based on trust and respect for clients, employees and members.
Follow through on the sales goals set forth by the investment program.
Provide regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives.
Provide excellent customer service.
Processes account reviews on a monthly, quarterly and yearly basis.
Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
Address and solve business-related challenges as needed.
Work with branch managers to identify and leverage cross-sell opportunities.
Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc.
Support all product and campaign launches.
Supports Company Mission and Corporate Values
QUALIFICATIONS AND REQUIREMENTS:
Required Education: A college degree.
Required Experience: Minimum 2 years financial services industry experience
Preferred Experience: Previous experience working in credit union or community bank environment preferred.
Required Knowledge: Active FINRA Series 6 or 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses. Exceptional sales orientation and in-depth investment knowledge.
Skills and Abilities:
Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team.
Requires professional, well-developed oral, written, and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers
Great organization skills
Strong presentation skills
Strong work ethic, self-starter
Investment Representatives are employed by BayPort Credit Union and registered through CFS (Member FINRA/SIPC). CFS offers its representatives a supportive back-office staff, tomorrow's technology, a proprietary database for client information, and clearing through Pershing. To learn more about CUSO Financial Services, L.P., go to ****************
$60k-85k yearly est. 59d ago
Financial Analyst
Liberty Military Housing
Finance associate job in Virginia Beach, VA
Liberty Military Housing - Own your passion for service!
At Liberty Military Housing, we're here to serve those who serve our country by providing military families with comfortable, well-maintained homes in inviting communities across the United States. We take great pride in our highly trained team of professionals. With a blend of property management and military backgrounds, our employee-owners bring a proactive, solution-oriented mindset, along with unparalleled levels of empathy and understanding for our residents and one another.
Liberty Military Housing
is dedicated to helping our employees develop personally and professionally and provides an unprecedented 150+ hours of professional development annually to each employee-owner. Camaraderie and collaboration form the foundation of our culture. We put people first, honoring one another's diverse experiences, ideas, and contributions to our shared success. We strive to bring out the best in each other so we can do outstanding work and positively impact the lives of military families.
We're always looking for dedicated team members in a variety of roles to help create meaningful results that help us meet our company goals. We offer an excellent benefits package, training, development, and opportunities for advancement, so if you're ready to grow your career, take a look at our current job openings and become an employee-owner at Liberty Military Housing.
Responsibilities
A Day in the Life of a Financial Analyst:
As the Liberty Military Housing Financial Analyst, you will be responsible for monthly and quarterly financial reviews, Flash reporting, PO and IR reporting, and ad hoc analysis for Liberty Military Housing. This role requires attention to detail and excellent data analysis skills while working effectively with interrelated groups, including Accounting, Construction, Asset Management, Risk Manager, and Property Management.
Your Responsibilities include, but not limited to:
Prepare monthly Financial Review files for assigned LMH Districts
Support Finance leadership with writing monthly and annual variance explanations
Lead Monthly and Quarterly Financial review with accounting and operations team
Assist leadership with preparing annual operation budgets for LMH
Prepare weekly analysis of operational metrics, including aging PO's and IR's, work orders, and turns
Prepare monthly Flash Report files for all LMH Navy and Marine Corps PPV's
Prepare quarterly reporting for all PPV's including quarterly Executive Home Reports
Developing process documentation for a variety of Finance and Operation procedures
Ad Hoc reporting and process improvement including but not limited to payables, receivables, utility usage, and costs
Qualifications
What You Need for Success:
Technological capabilities and experience with Microsoft Office (and specifically comprehension of advanced Microsoft Excel functions) is required
Ability to adapt to an environment. Flexibility is important
Must be flexible work hour and additional hours based on project demands
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
Property Management, Yardi, and Accounting experience is preferred
Excellent oral and written communication skills are required
Applicant must be detail-oriented, ability to ensure accuracy of work
Applicant must be able to work in a fast-paced environment and have the ability to communicate with multiple team members, internal clients, and external clients
Minimum Bachelor's degree in accounting or finance
May require use of personal or company vehicle, or electrical cart
Must be able to talk, listen, and speak clearly on telephone
What we Provide You:
Liberty Military Housing takes into consideration everything from career development to family matters, and health & wellness. We are committed to offering our team members a wide range of benefits, including the following:
Medical/Dental/Vision Insurance*
Life and AD&D Insurance
401k Retirement Plan w/company match
Employee Stock Ownership plan
Incentive Bonus Program
10 Paid Holidays per year
40 hours Paid Sick Leave per year**
80 hours Paid Vacation per year**
* Medical/Dental/Vision insurance eligible after 30 days of full-time employment.
**Vacation and sick time are based on the employee's hire date.
$54k-84k yearly est. Auto-Apply 45d ago
Financial Services Representative - State Farm Agent Team Member
Gina Lynch-State Farm Agent
Finance associate job in Virginia Beach, VA
Job DescriptionBenefits:
Bonus based on performance
Opportunity for advancement
Training & development
ROLE DESCRIPTION: As a Financial Services Rep with Gina Lynch State Farm, you will successfully market the financial products and life insurance to manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 65, 6 and 63, SIE licenses preferred.
VA Life License
$28k-49k yearly est. 16d ago
Financial Analyst
Pbmares LLP
Finance associate job in Norfolk, VA
At PBMares, your future is our focus. We're seeking a Financial Analyst who is passionate about accuracy, integrity, and driving strategic initiatives. This role is critical in ensuring our financial statements reflect the highest standards of compliance with GAAP while supporting the growth and success of our firm.
PBMares Core Values:
Integrity
Trust
Respect
Accountability
Caring
What that means for you:
Full benefits: medical, dental, 401K match & HSA.
Paid Time Off
11 paid holidays per year
Flexible work schedule to include hybrid work environment.
Summer Hours! Half days on Friday (based on a minimum 40-hour work week)
Company investment of a minimum of 40 hours learning and development annually
What You'll Do
Lead and Support: Guide Accounting Specialists through daily and periodic activities, ensuring accuracy and efficiency.
Financial Operations: Review lockbox, credit card, and wire remittance deposits; reconcile batches; and process Wire/ACH transactions.
Client Engagement: Review client correspondence and make adjustments or notifications as needed.
Billing & Receivables: Oversee staff billable hours, expenses, and billing practices; manage work in progress (WIP) and accounts receivable.
Month-End Close: Assist with accruals, expense analysis, and reconciliations across bank accounts, AR, AP, WIP, and Fixed Assets.
Analysis & Reporting: Research discrepancies, prepare journal entries, and deliver insights to senior leaders.
Strategic Initiatives: Partner with Senior Financial Analysts and management to support and sometimes lead firm-wide projects.
Process Excellence: Document SOPs, update workflows, and identify opportunities for improvement.
Payroll Oversight: Review bi-weekly multi-state payroll, including off-cycle and supplemental payments.
$54k-84k yearly est. 60d+ ago
Financial Analyst / Lifecycle Manager
Teksynap
Finance associate job in Norfolk, VA
**Responsibilities & Qualifications** TekSynapis seeking a **Financial Analyst / Lifecycle Manager** toprovidefinancial management, lifecycle budgeting, and fiscal tracking for CNSL N6 HQ IT programs. **RESPONSIBILITIES** + Develop financial requirements, conduct budget analysis, and report findings.
+ Track and reconcile CNSL N6 budgets,identifyunderperforming programs.
+ Coordinate with Comptroller and N43 to resolve variances.
+ Support financial documentation and reporting.
**REQUIRED QUALIFICATIONS**
+ BA/BS in Finance, Accounting, or Business (experience may substitute).
+ 5+ years budgeting/finance/accounting
+ Prior Navylogisticsor financial experiencepreferred
+ Journeyman-level financial systemsexpertise
+ Clearance: Secret.
+ 8570certification: Notapplicable.
**COMPETENCIES**
+ Budget analysis
+ Navy financial systems
+ MS Excel
+ Problem-solving
+ Communication
**Overview**
We are seeking aFinancial Analyst / Lifecycle Managerto join ourteamatthe Commander, Naval Surface Force Atlantic (CNSL) HQN6 department.
TekSynap is a fast-growing high-tech company that understands both the pace of technology today and the need to have a comprehensive well planned information management environment. "Technology moving at the speed of thought" embodies these principles - the need to nimbly utilize the best that information technology offers to meet the business needs of our Federal Government customers.
We offer our full-time employees a competitive benefits package to include health, dental, vision, 401K, life insurance, short-term and long-term disability plans, vacation time and holidays.
Visit us at **************** .
Apply now to explore jobs with us!
The safety and health of our employees is of the utmost importance. Employees are required to comply with any vaccination requirements mandated by contract, applicable law or regulation.
By applying to a role at TekSynap you are providing consent to receive text messages regarding your interview and employment status. If at any time you would like to opt out of text messaging, respond "STOP".
As part of the application process, you agree that TekSynap Corporation may retain and use your name, e-mail, and contact information for purposes related to employment consideration.
**Additional Job Information**
**WORK ENVIRONMENT AND PHYSICAL DEMANDS**
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
+ **Location** :Norfolk, VA (CNSL HQ)
+ **Type of environment** :Office
+ **Noise level** :Low
+ **Work schedule** :On-site
+ **Amount of Travel** :Minimal (
**PHYSICAL DEMANDS**
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employeeis regularly required touse hands tohandle, feel, touch; reach with hands and arms; talkandhear. The employeeis regularly required tostand;walk;sit;climb or balance; and stoop, kneel, crouch, or crawl. The employeeis regularly required tolift upto 10 pounds. The employee isfrequentlyrequired tolift upto 25 pounds; and up to 50 pounds. The vision requirements include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
**WORK AUTHORIZATION/SECURITY CLEARANCE**
USCitizenship
**Clearance requiremen** **t** :Active **Secret clearance**
**OTHER DUTIES**
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.Duties,responsibilitiesand activities may change at any time with or without notice.
**EQUAL EMPLOYMENT OPPORTUNITY**
In order toprovide equal employment and advancement opportunities to all individuals, employment decisions will be based on merit, qualifications, and abilities. TekSynap does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, geneticinformationor any other characteristic protected by law (referred to as "protected status"). This nondiscrimination policy extends to all terms, conditions, and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions such as promotions, compensation, benefits, and termination of employment.
**Job Locations** _US-VA-Norfolk_
**ID** _2025-8503_
**Category** _Information Technology_
**Type** _Regular Full-Time_
$54k-84k yearly est. 60d+ ago
Financial Analyst (On-Site)
Red Pulley
Finance associate job in Norfolk, VA
At Red Pulley Technology Solutions, we don't just support IT systems-we enable mission execution.
We are seeking mission-driven professionals to join Team Red Pulley in supporting Commander, Naval Surface Force Atlantic (SURFLANT).
Do you want your financial expertise to directly support fleet readiness and mission execution? We're seeking a Financial Analyst / Lifecycle Manager to help Navy leadership plan, track, and optimize resources across the full system lifecycle. In this role, you will translate complex financial data into actionable insights that ensure critical programs are funded, sustained, and aligned with operational priorities.
Location: Commander, Naval Surface Force Atlantic (COMNAVSURFLANT) (CNSL), Naval Base, Norfolk, VA
Work Environment: On-site with periodic travel
Status: Actively Interviewing
Requirements
Minimum/General Experience: 5 years of experience in budgeting, finance, or accounting
Minimum Education: Bachelor's degree in Accounting, Finance, or Business Management preferred. Experience can be substituted for a Bachelor's Degree.
Qualifications:
5+ years experience in financial analysis, lifecycle management, or program financial support
Experience supporting DoD or Navy programs preferred
Above average experience of Government financial processes and documentation
Excellent working experience with Microsoft Excel, PowerPoint, and financial tracking tools
Strong analytical, communication, and attention-to-detail skills
Ability to work effectively in a headquarters, inspection-driven environment
Excellent oral and written communication skills??
Ability to establish and maintain positive interpersonal relationships??
Ability to collaborate and problem-solve in a team environment??
Security Requirements
U.S. Citizenship required
Active Secret Security Clearance (preferred)
Ability to maintain DoD clearance eligibility
Travel Requirements
Position is primarily based at Naval Station Norfolk
Might require periodic travel within a 50-mile radius
Key Responsibilities
Support the Shipboard Multipurpose Copier Program (SMCP) by coordinating with internal staff, vendors, and the CIO to track equipment needs, training requirements, and pre-deployment supplies.
Monitor vendor activities to ensure timely delivery of equipment, parts, and support services.
Develop and maintain N6 financial requirements and budget analyses, and present findings to the Government N6 lead.
Use automated financial tools to track and analyze funding documents supporting headquarters IT, communications, VTC, telephone, and command-and-control systems.
Draft, review, and submit financial and budget documents issued by budget and functional program offices to ensure alignment with approved budget formulation and execution processes.
Identify funding discrepancies or variances and coordinate resolution with the Comptroller and N43.
Provide quarterly financial status updates to the N6 Government lead.
Track N6 funds using structured fiscal tracking spreadsheets and financial tools.
Analyze funding execution to identify underperforming programs and recommend actions to improve cost efficiency and resource utilization
Benefits:At Red Pulley Technology Solutions, we invest in our people so they can deliver exceptional results in support of critical U.S. Navy missions. Our comprehensive benefits package includes:
Competitive compensation aligned with experience and market conditions
401(k) retirement plan with company matching to support long-term financial security
Comprehensive health coverage, including medical, dental, and vision insurance
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Life insurance coverage for added peace of mind
Generous paid time off (PTO) to support work-life balance
Parental leave for growing families
Professional development assistance, including training and certification support
Tuition reimbursement to encourage continued education and career advancement
Our benefits reflect Red Pulley's commitment to workforce stability, professional growth, and creating an environment where mission-focused professionals can thrive.
Affirmative Action/EEO statement Red Pulley is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
$54k-84k yearly est. 15d ago
Financial Services Specialist I
EVMS
Finance associate job in Norfolk, VA
Obtains financial data for use in maintaining accounting records. Serves as lead to provide training and guidance to Junior Accountant Position.
Responsibilities
Process refund checks weekly - reconcile data received from Payment Posting department for issuing of refund checks for patients and insurance companies
Assist Senior Accountant
Manages communication with clinical departments and works as a liaison to resolve discrepancies
Audit and reconcile the daily cash bags received from approximately (20) twenty clinical departments consisting of cash, checks, and credit cards
Enter eVA orders for EVMS Medical Group, including ordering EVMS Medical Group Administration supplies
Scan and maintain journal entries in Banner and internal filing system
Maintain and update the cash summary spreadsheets on a daily basis
Coordinates special projects in the accounting department
Ensures requisitions have appropriate documentation such as sole source forms, contracts, quotes, and invoices
Coordinates and implements audit of clinical departments on cash bag procedures policy at least annually
Sorting, coding, tabulating, and reconciling of the daily lock box (items received daily from the bank consisting of patient and insurance payments)
Prepare data for Payment Posting department
Prepares EVMS Medical Group annual purchase orders
Research and tracks purchase orders and invoice payments. Provides status updates to invoice payment inquiries
Reconcile refunds processed vs. refunds posted to general ledger
Prepare general ledger journal entries as assigned
Coordinate the packing, storing, and delivery of items for storage
Performs other duties as assigned
Qualifications
Required:
Ability to work with basic and intermediate business mathematical concepts
Preferred:
Attention to detail
Experience in the healthcare industry
Location : Location US-VA-Norfolk
$36k-67k yearly est. Auto-Apply 57d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Virginia Beach, VA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 14d ago
Financial Service Representative
Langley Federal Credit Union 4.2
Finance associate job in Norfolk, VA
Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.
Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.
Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:
Investing in You:
Educational Assistance, encompassing books, lab fees, registration costs, and more.
Support for Student Loan Repayment.
Abundant Career Growth Opportunities.
Time Off That Matters:
Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
Paid Sick Time for all team members.
Financial Security:
Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
Company-covered short- and long-term disability insurance.
Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
Flexible Health Care and Dependent Care benefits.
Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work in person from our Wards Corner Branch located in Norfolk, VA.
Job Summary:
Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members' needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely.
Essential Functions, Duties, and Responsibilities:
Utilizes consultative selling to offer financial products and services that meet or exceed members' needs through outbound calling, relationship building, or in-person conversations.
Answers Contact Center calls as needed after cross-training.
Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and US Patriots Act laws.
Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
Serves as a mentor and role model for all staff including providing on-site training
.
Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
Cross-trains to work the teller line to assist as needed, following all policies & procedures
.
Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
Records every member interaction and follow up utilizing the Customer Relationship Management (CRM) tool and Document Management System.
Educates members on Langley products and services, making referrals to internal business partners.
Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
Supports the day-to-day operations and efficiencies of the branch.
Complies with all Credit Union policies and regulatory requirements.
The ability to work at other branch locations as needed.
Qualifications:
An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required.
One year of financial institution experience is preferred.
Our Keys to Success:
Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering results.
Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.
Physical Requirements:
The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, walk, stand, and drive. Use of hands and fingers required to operate standard office equipment such as a phone, mouse, keyboard, etc. The ability to speak and hear will be necessary for this role. Occasional lifting of up to ten pounds may be required. Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to identify and distinguish colors.
Working Conditions:
The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This position requires occasional work in outdoor weather conditions at member events, though work will typically be performed in a climate-controlled, indoor environment. The noise level within the work environment can range from quiet to loud. Loud environments will generally occur when attending large member events. The ability to work a flexible schedule, including Saturdays, is required.
This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time, with or without notice.
$25k-32k yearly est. 21d ago
Financial Analyst
Pbmares
Finance associate job in Newport News, VA
At PBMares, your future is our focus. We're seeking a Financial Analyst who is passionate about accuracy, integrity, and driving strategic initiatives. This role is critical in ensuring our financial statements reflect the highest standards of compliance with GAAP while supporting the growth and success of our firm.
PBMares Core Values:
* Integrity
* Trust
* Respect
* Accountability
* Caring
What that means for you:
* Full benefits: medical, dental, 401K match & HSA.
* Paid Time Off
* 11 paid holidays per year
* Flexible work schedule to include hybrid work environment.
* Summer Hours! Half days on Friday (based on a minimum 40-hour work week)
* Company investment of a minimum of 40 hours learning and development annually
What You'll Do
* Lead and Support: Guide Accounting Specialists through daily and periodic activities, ensuring accuracy and efficiency.
* Financial Operations: Review lockbox, credit card, and wire remittance deposits; reconcile batches; and process Wire/ACH transactions.
* Client Engagement: Review client correspondence and make adjustments or notifications as needed.
* Billing & Receivables: Oversee staff billable hours, expenses, and billing practices; manage work in progress (WIP) and accounts receivable.
* Month-End Close: Assist with accruals, expense analysis, and reconciliations across bank accounts, AR, AP, WIP, and Fixed Assets.
* Analysis & Reporting: Research discrepancies, prepare journal entries, and deliver insights to senior leaders.
* Strategic Initiatives: Partner with Senior Financial Analysts and management to support and sometimes lead firm-wide projects.
* Process Excellence: Document SOPs, update workflows, and identify opportunities for improvement.
* Payroll Oversight: Review bi-weekly multi-state payroll, including off-cycle and supplemental payments.
$54k-84k yearly est. 60d+ ago
Financial Services Representative State Farm Agent Team Member
Shelton Lucas-State Farm Agent
Finance associate job in Hampton, VA
Job DescriptionROLE DESCRIPTION: As a Bank Products Position - Team Member with Shelton Lucas State Farm will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs and market appropriate products and services.
QUALIFICATIONS:
Interest in finance, economics, accounting, or a related field.
Must be able to obtain life insurance, health insurance, and annuities licenses.
Proven experience working in sales..
Proficiency in Microsoft Office applications.
Strong sales skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
Ambitious and driven for success
BENEFITS:
Hourly plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within the Agency
$28k-49k yearly est. 5d ago
Financial Analyst, Associate
United Parks & Resorts Inc.
Finance associate job in Williamsburg, VA
Busch Gardens is a place of thrills, fun and positive, lasting memories. And that's just what its like to work here! As a key member of our team, you'll play a major role in bringing happiness and excitement to people from around the world. If you're dedicated, dependable and driven to deliver exceptional guest service, this is a place for you!
What you get to do:
This role will support the Busch Gardens Williamsburg and Water Country USA parks through financial reporting budgeting, forecasting and variance analysis.
We are looking for someone who will:
* Prepare daily, weekly, monthly financial reports and revenue adjustments
* Conduct month-end close processes, including P&L variance review and checkbook management
* Familiarize with revenue recognition processes and provide back up as needed
* Assist in the development and publishing of the annual operating budgets, long range plans, forecasting and variance analysis
* Partners with local divisional leaders across the two Williamsburg properties
* Provide analytical support for new business initiatives, ROI analysis, new attractions and marketing and revenue campaigns
* Assist with projects related to expense analysis, including cost saving initiatives
* Conduct ad hoc analysis as needed
* Reports to and supports Manager of Finance
* Perform other duties as assigned
What it takes to succeed:
* Must be at least 18 years old.
* Bachelor's degree in finance, Accounting, or related field is preferred.
* 1-3 years' experience in budgeting, forecasting and variance analysis required
* Knowledge of forecasting and financial modeling, including proficiency in acquiring, organizing, and analyzing large amounts of data
* Strong knowledge of forecasting, analytical thinking, and budgeting
* Advanced Excel skills, strong planning and scheduling, and financial planning
* Experience with Microsoft Power BI and/or Business Analytics tools is a plus
* Natural curiosity and inquisitiveness, and enjoy solving problems
* The ability to work in a team environment, in person and virtually, with a positive demeanor
* The capability to meet deadlines, handle multiple priorities, and perform job responsibilities accurately with minimal supervision
This is a traditional on-site role based at our Williamsburg office. We focus on maintaining a dedicated, physical workspace to keep our operations centralized.
The perks of the position:
* Paid Time Off
* Complimentary Park Tickets and Passes
* Park Discounts on Food and Merchandise
* Medical, Dental, and Vision Insurance
* 401K Retirement plan
* Voluntary Insurance
* Life Insurance
* Disability Benefits
* Tuition Reimbursement
* Dependent and Health Care Flexible Spending Accounts
* Employee Assistance Program
* Legal Assistance Plan
EEO Employer:
SEAWORLD PARKS & ENTERTAINMENT IS AN EQUAL OPPORTUNITY EMPLOYER. ALL APPLICANTS WILL BE CONSIDERED WITHOUT REGARD TO AGE, RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, SEXUAL ORIENTATION, PREGNANCY, GENDER IDENTITY OR EXPRESSION, DISABILITY OR COVERED VETERAN STATUS.
$54k-84k yearly est. Auto-Apply 13d ago
Market Banker I
Primis Financial 4.2
Finance associate job in Williamsburg, VA
Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures.
Essential Functions
* Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).
* Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals.
* Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.
* Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.
* Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.
* Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.
* Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software.
* Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.
* In person attendance required.
* Regular, reliable and predictable attendance.
Marginal Functions
* Set, achieve and exceed standards by adhering to established Service Quality Standards.
* Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center's ATM.
* Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance.
* Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
* All other duties as assigned.
Minimum Educational & Experience Requirements
* High School diploma or equivalent
* Cash handling experience
* Customer service experience in a retail environment
* Sales experience, including cross-selling (preferred)
* Previous retail bank experience (highly preferred)
Minimum Skill Requirements
* Able to successfully complete required training programs
* Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs
* High level of detail orientation
* Proven team player
* Able to present product features and benefits effectively and provide sound guidance
* Strong organizational skills
* Effective and professional verbal and written communication skills
Physical Demands
In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
* Frequent bending and squatting to access cash supply
* Continuous sitting or standing in forward facing position
* Frequent movement to different areas of bank including teller windows in lobby and Drive Thru.
* Frequent moving about office to access needed office equipment
* Frequent lifting of up to 20 pounds
* Continuous counting/money handling
* Continuous interaction with customers
* Continuous repetitive use of hands and arms
* Continuous communication: in-person, phone, written and electronic
Work Environment
* Retail Bank setting with some travel to other market centers
* Moderate noise level
$33k-64k yearly est. 20d ago
Financial Services Representative State Farm Agent Team Member
Steve Sparkman-State Farm Agent
Finance associate job in Williamsburg, VA
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
How much does a finance associate earn in Chesapeake, VA?
The average finance associate in Chesapeake, VA earns between $32,000 and $95,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Chesapeake, VA