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. 2d 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. 2d 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 6d 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
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. 58d 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 56d ago
Financial Analyst (CDFM)(CCEA)
McLean Intelligent Workforce
Finance associate job in Norfolk, VA
Job Description:
On behalf of our client, we are looking for a Financial Analyst who will be responsible for the full range of financial functions. As the onsite representative, the Financial Analyst must be technically savvy and possess excellent communication skills.
Job Responsibilities:
Define established financial business practices for integration into the client's financial business systems.
Identify potential problems and recommended solutions through data analysis, including should\-cost, projected cost analysis, and trade studies related to cost trade\-off options.
Perform budget reviews; evaluate IT Procurement Requests.
Develop requirements for financial data applications.
Support budget meetings and IPTs, produce meeting minutes, and develop briefs.
Develop and submit weekly and monthly status reports.
Maintain current knowledge of relevant developments in the area of expertise.
Develop and deliver the working level and senior leadership briefs.
Requirements
Job Requirements
SECRET clearance.
Certified Defense Financial Manager (CDFM) or Certified Cost Estimator Analyst (CCE\/A) certification required
Bachelor's Degree in a related field, or commensurate experience
Minimum of four (4) years experience in financial analysis or management:
Minimum of three (3) years experience directly related to Department of the Navy (DON), Office of the Under Secretary of Defense (OSD), President's Budget (PB) PPBE cycles and activities, and using tools including Budget Information System (PBIS) and Program\/Budget Information System Information Technology (PBIS\-IT)
Experience in DoD\/DoN financial analysis and management, with demonstrated ability in cost analysis
Proficient in business writing. Communications must be concise and effective.
Excellent attention to detail.
Proficiency in Microsoft Access, Excel, Word, Outlook, PowerPoint, Project, and Visio.
Knowledgeable in SharePoint and other web\-based portals.
Proficient in data analysis and supporting technologies, such as database applications and platforms with a strong focus on cost analysis.
Experience in interpreting requirements, performing highly complex analyses, and resolving complex problems.
Ability to think independently with minimal oversight, as well as demonstrate exceptional written and oral communications skills.
Excellent customer\/client management skills and techniques - internal and external.
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$54k-84k yearly est. 60d+ 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
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
Financial Analyst / Lifecycle Manager (On-Site)
Oxley Enterprises, Inc.
Finance associate job in Norfolk, VA
Job Description
The following states/districts are excluded from this job ad: AK, CA, CO, CT, DC, HI, IL, LA, MA, MN, MO, NE, NV, NH, NJ, NM, NY, ND, OR, PR, RI, VT, WA, WY
Future Need - Actively Interviewing
Are you a sharp-minded Financial Analyst who has a strong grasp of financial modeling and program management? If you're ready to take on a new challenge supporting the U.S. Navy, we are looking for a Financial Analyst-Lifecycle Manager who's eager to turn data into actionable insights for future program efficiency.
Position Description: The Financial Analyst / Lifecycle Manager tracks, analyzes, and reports on naval funding and program budgets that support naval equipment, training, and pre-deployment operations.
Minimum/General Experience: 5 years of experience in budgeting, finance, or accounting
Minimum Education: Bachelor's degree in accounting, finance, business management or related field
Essential Skills/Qualifications:
Above average knowledge and experience with project financial systems
Above average experience with organization, program, and project budget functions (e.g., formulation, justification)
Above average experience with execution of budgets
Above average experience with the Microsoft Office Suite (e.g., Word, Excel, PowerPoint)
Excellent oral and written communication skills
Strong attention to detail skills
Ability to establish and maintain positive interpersonal relationships
Ability to collaborate and problem-solve in a team environment
Experience in Navy Logistics, Accounting or Ship Maintenance (preferred)
General Physical Requirements needed to perform the essential functions of this job may vary based on the location of the assignment.
Assignment Location - COMNAVSURFLANT (CNSL), Naval Base, Norfolk, VA; Consists of travel up to a 50-mile radius.
Sedentary Work - Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
Typing, communicating, repetitive motions.
Close visual acuity to prepare and analyze data, view computer monitors and read. May need to view presentation screens and other visual aids in a virtual setting.
Inside environmental conditions with protection from outside elements.
Security: Must have an active Secret security clearance to be considered; Ability to maintain a DoD Clearance
U.S. Citizenship
DoD Clearance Consists of a review of up to but not limited to:
Covers 10 year period and in some instances lifetime events
OPM Security Investigations Index (SII)
DOD Defense Central Investigations Index (DCII)
National Agency Check (NAC) records
FBI name check
FBI fingerprint check
Credit report check
A check of local law enforcement agencies with jurisdiction over the areas where the applicant has lived, worked, or attended school
Education check- Attendance and Degrees
Employment verification -may include interviews of supervisors and/or co-workers
Corroboration of unemployment
May include reference interviews
May include interviews of the individual, former spouse (s)
Confirmation of all residences
Verification of public record information
Acceptable Credentials
Tasks/activities include, but are not limited to:
Provides Shipboard Multipurpose Copier Program (SMCP) support
Works with internal and external clients, third party vendors, the Chief Information Officer (CIO) in accomplishing project objectives
Tracks equipment, training, and pre-deployment requirements
Facilitates program delivery decisions and communicates funding requirements
Ensures timely and accurate delivery of parts and support equipment
Develops CNSL N6 financial requirements through budget analysis and reporting findings to N6 government lead
Uses automated financial tools to analyze and track funding documents supporting CNSL Headquarters Information Technology
Provides technical support (computer, teleconference, telephone, & command and control systems)
Drafts, reviews, and submits financial documents issued by the Budget Activity/Functional Program, ensuring they are consistent with the budget formulation and execution processes
Identifies deviations and ensures variances are resolved through coordination with the Comptroller and N43 while providing quarterly updates to the N6 government lead
Monitors funds provided within CNSL N6
Creates a fiscal tracking process spreadsheet to appropriately track funding
Analyzes and identifies underperforming N6 programs, and make recommendations for efficient use of funds
Compensation & Benefits: The annual projected pay range for this position is $65,413 - $79,024 with consideration being given to various factors including but not limited to qualifications, experience, job responsibilities, and geographic location.
Oxley Enterprises, Inc. offers a full array of benefits including:
Medical, dental, vision and prescription drug coverage for you and your family.
Life Insurance, short-term disability and long-term disability paid for by the Company.
Supplemental coverages including Accident, Critical Illness, and Hospital.
Additional Life insurance coverage for you and your dependents.
401k plan with various options to select based on your retirement goals.
Oxley Enterprises , Inc. is a certified service-disabled veteran-owned (SDVOSB), economic disadvantaged woman-owned (EDWOSB), Small Business Administration Certified 8(a), and small disadvantaged business (SDB) that has 25 years of experience building and delivering quality IT systems and programs. Oxley is ranked in the INC 5000 7 times (2016, 2017, 2018, 2021, 2023, 2024, 2025). Oxley is a 2019 - 2025 Department of Labor HIRE Vets Medallion Award Winner. Oxley is Virginia Values Veterans certified.
All qualified applicants will receive consideration for employment without regard to any status protected by applicable federal, state, or local law.
If you require a reasonable accommodation to apply for a position at Oxley Enterprises, Inc., please send an email to our Human Resources Department at: **************************** with the following information:
Subject Line: Accommodation Request
Provide a description of your accommodation request
Include your contact information: Full name, Email address, Best number to reach you (optional)
We participate in the E-Verify program. ***************************
$65.4k-79k yearly 29d 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 44d ago
Financial Analyst - FAB Team
DSV 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.
$57k-77k yearly 8d 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. 15d 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 Analyst
Nextstep Technology Inc.
Finance associate job in Yorktown, VA
Job DescriptionDescription:
Support the Joint Program Office (JPO) Support Services in support of the Director Operational Test and Evaluation (DOT&E)/Joint Test and Evaluation (JT&E) Program.
*Secret Clearance Required
Using the DOD Financial Management Regulation (FMR), Joint Travel Regulations, DOD Foreign Clearance Guide, Defense Agencies Initiative (DAI), military funding documents (MIPRs, PR&Cs), Defense Travel System (DTS).
Managing and tracking Government and civilian travel; executes military interdepartmental purchase requests (MIPR), contractual purchase request (PR&C), processes Government equipment purchases request.
Using the basic principles of Government financial management.
Requirements:
Bachelor's degree in finance or other related field
Financial Data Analysis Expertise
Experience supporting Budget Process and POM Development
Experience in preparing financial reports and executive level briefings
Knowledge of DOD Financial Management Regulation (FMR), Joint Travel Regulations, DOD Foreign Clearance Guide, Defense Agencies Initiative (DAI),
military funding documents (MIPRs, PR&Cs), Defense Travel System (DTS) and Defense Agency Initiative (DAI) system
Experience managing and tracking Government and civilian travel
Experience supporting military interdepartmental purchase requests (MIPR), contractual purchase request (PR&C), processes Government equipment purchase requests
Familiarity with government and military testing terminology is desired.
Must be expert in MS Word, familiar with MS Publisher and Adobe Acrobat
Desired Experience: experience with the military culture and the JT&E community
$54k-84k yearly est. 18d 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. 4d 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
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 12d ago
Market Banker I
Primis Bank 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. 17d 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 Norfolk, VA?
The average finance associate in Norfolk, VA earns between $32,000 and $96,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Norfolk, VA
$55,000
What are the biggest employers of Finance Associates in Norfolk, VA?
The biggest employers of Finance Associates in Norfolk, VA are: