Financial Planner - AI Trainer ($150 per hour)
Finance consultant job in Alexandria, VA
Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab.
You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
Investment Consultant- Gaithersburg, MD
Finance consultant job in Gaithersburg, MD
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Associate
Finance consultant job in Bethesda, MD
RETS Associates on behalf of our client, a fully integrated, national real estate investment and management firm that specializes in grocery anchored retail real estate, is seeking an Investment Associate in their Bethesda HQ. This unique role will work with senior management to lead new acquisition activity, redevelopment opportunity, and help influence critical decisions regarding new and existing investments. This person must be agile, detail oriented, highly proficient in Argus Enterprise and Excel.
Qualifications
Bachelor's degree in Real Estate Finance, Accounting or related field
4+ years commercial real estate experience, preferably in retail
Advanced proficiency in Argus Enterprise, MS Excel and Word.
Moderate debt knowledge and an understanding of retail real estate industry are required.
Asset Management Analyst
Finance consultant job in Washington, DC
Jair Lynch Real Estate Partners ("JL" or "Jair Lynch") is a leading real estate investment and development firm specializing in the transformation of walkable urban places. With a strong focus on creating extraordinary places, JL has successfully acquired, developed, and managed a diverse portfolio of residential, commercial, and neighborhood assets. We are committed to fostering a culture of creativity, teamwork, diversity, and excellence while continuously improving everything we do.
Job Summary
We are seeking an enthusiastic and detail-oriented Asset Management (“AM”) Analyst to join our team. In this role, you will provide crucial support and assistance to asset management projects. Your responsibilities will involve understanding reporting and compliance deadlines and deliverables, streamlining processes, tracking expenses, and preparing reports. Your contribution will help optimize our asset management practices and drive the success of our real estate portfolio.
Duties & Responsibilities
Support and assist in asset management, collaborating with cross-functional teams to ensure operational efficiency and adherence to business objectives.
Ensure financial and compliance reports are filed timely and accurately with all outside capital providers, including LIHTC investor, gap lenders, state housing and finance agencies, lenders, and others as appropriate.
Monitor all property manager correspondence to ensure they are delivered timely and prepared according to Jair Lynch standards.
Assist with quarterly and annual reporting for part investors, lender, and partners.
Assist in coordinating the annual budget process by ensuring all teams adhere to timelines, along with creating and deploying initiatives to improve overall efficiency of the budgeting process.
Review and summarize key contracts, leases, loan documents, and closing materials with assistance from project counsel, supervisors, and AI tools.
Stay on top of insurance renewals and coordinate renewals with the team.
Work with outside tax consultants and AM team to file authorization forms annually, income and expense form, and follow-up documentation as required during the tax appeal process.
Coordinate monthly and quarterly site visits for both internal AM staff, as well as lender, equity, and other capital partners.
Oversee data quality for the AM team's operating database.
On cap ex projects, coordinate contract execution, change order processing, draw processing, and site visit coordination as needed.
Work alongside the capital improvement team to explore and evaluate different incentive programs to deploy across the portfolio (ie MEEHA)
Help monitor all sustainable initiatives including DC's Building Energy Performance Standards (‘BEPS”) program.
Monitor and track operating performance versus underwriting assumptions and annual budgets.
Support efforts to identify strategies to improve net operating income and long-term asset value.
Support financial modeling and underwriting for multifamily acquisitions and dispositions.
Conduct market research and analyze rent rolls, operating statements, and comparable property performance.
On refinancing and financial closing (acquisitions and dispositions), help manage due diligence gathering and dissemination, signatures, wiring instructions, closing binder creation, and other relevant tasks.
Participate in the preparation of materials for property sales, including data rooms, offering memoranda, and broker coordination.
Competencies
Strong organizational skills
Strong project management skills
Meticulous attention to detail and the ability to work on multiple projects at the same time
Excellent communication skills, both written and verbal, with the ability to effectively collaborate with cross-functional teams and stakeholders.
Proactive and persistent in problem-solving, actively seeking opportunities for process improvement
Effective time management and task prioritization, ensuring timely completion of assigned responsibilities
Customer service orientation, with a focus on meeting internal and external stakeholder needs
Strong cultural fit with the company values and team dynamics
Requirements
Bachelor's degree
Entry-level position with a minimum of 2 years of related experience as a real estate analyst, paralegal, loan processor, or similar role
Proficiency in the Microsoft suite of Office 365 products
Benefits
We offer a competitive compensation package and a positive work environment that encourages professional growth and development. Specific benefits include company-matched 401K, comprehensive health plans, paid parental leave, transportation benefits, group life & personal accident insurance, and ongoing educational support.
Financial Consultant - Bethesda, MD
Finance consultant job in Bethesda, MD
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
Regional Financial Analyst
Finance consultant job in Washington, DC
The Regional Analyst is responsible for accounting and finance duties for their region, including working with Corporate Accounting to execute month-end close, complete margin and trend analysis, drive annual budgets and re-forecasting as necessary, as well as all adhoc reporting and analysis deemed necessary to support Operation Managers. The ideal candidate has a great eye for detail and a high level of accuracy. The candidate must effectively communicate with management, colleagues, and peers throughout the Company.
Benefits
CalPortland is proud to offer a comprehensive, competitive benefits package that provides health and financial support to our most important resources: our employees. Your benefits are an important part of your overall compensation at CalPortland. That's why we give you a wide range of benefits to choose from.
Medical, Dental, Vision
low-cost premiums even for family coverage
Company-paid life/AD&D insurance
Company-paid short-term disability
Paid sick/vacation/holiday
401k/Company Funded Pension Program (program is dependent upon location and job type)
Employee Assistance Program (EAP)
Additional voluntary benefits
Responsibilities
Responsible for all aspects of the 5-day monthly financial close including:
Monitoring and coordinating completeness of sales and invoices in SAP
Monitoring and coordinating completeness of goods receipts and coordinating necessary accruals/reclasses
Coordinate inventory counts and investigate variances
Calculate royalties and coordinate payment
Complete margin analysis including cost variance analysis, sales price, and volume trend analysis as well as KPI analysis
Coordinate the input and review of annual budgets and forecasts as needed for region-specific plants and administrative departments including:
Assisting plant managers in completing justification and payback analysis for CAPEX
Provide training as necessary to use the forecasting software
Ensure budgets/forecasts are approved and provide required reporting, analysis, and parameters
Calculate and load costing BOMs for new and existing manufactured inventory and perform quarterly revaluation/LCM analysis
Calculate and monitor activity rates for internal labor
Set up pricing for internal sales and coordinate compliance with internal controls
Complete monthly and ADHOC reports and analysis for Management and Parent Company
Provide corporate governance to ensure the region is compliant with various internal controls
Education
Bachelor's degree in accounting, finance, economics or completion of related courses
Requirements/Qualifications
Knowledge of GAAP financial reporting
Proficient in Excel, Word, Outlook, and PowerPoint
Strong organizational and analytical skills
Self-starter and strong work ethic
Team-player and flexible
Available to work extended hours and potentially weekends as needed to meet month-end or audit deadlines
Available for minimal travel to attend in-person training
Preferred:
Experience in the construction materials industry
Experience with SAP
3+ years of experience as a Financial Analyst
Conditions of Employment
Successful candidate must submit to a post-offer pre-employment physical examination, drug/alcohol screen, and background check. Some positions require Federal Motor Carrier Safety Administration (FMCSA) registration/clearance as well as ongoing alcohol and drug testing.
#LI-MF1
Food Cost Analyst - Airline Catering
Finance consultant job in Washington, DC
Job Title: Food Cost Analyst - Airline Catering Salary Range: $75,000.00 - 90,000.00
About us
LSG Sky Chefs is one of the world's largest airline catering and hospitality providers, known for its outstanding reputation and dynamic approach in the industry. Voted “Airline Caterer of the Year in North America” for 2023 and 2024, we are committed to excellence and innovation, driven by the dedication and expertise of our talented employees. Our team members are the heart and soul of our success, consistently delivering exceptional culinary experiences and outstanding service to our clients and their passengers across North and Latin America.
Role Purpose Statement
The role involves executing critical supply chain activities with a focus on data analysis for financial reporting and driving improvements across our supply chain processes. You will be at the forefront of identifying and implementing efficiencies, with a keen eye on achieving significant gains in operational performance and food cost reduction.
Main Accountabilities
Business Strategy & Innovation: Lead the design and deployment of cutting-edge tools and data analytics to drive consistent and insightful reporting on Supply Chain performance across all CSCs, empowering teams with actionable intelligence.
Supply Chain Mastery: As a key leader within the Supply Chain team, spearhead the creation and implementation of the innovative Food Cost Tracker and advanced technical reporting systems, setting new benchmarks for operational efficiency.
Orchestrate and guide procedural workgroups, overseeing the full lifecycle of documentation-from authoring to quality control-ensuring precision and clarity in all processes. Facilitate the assignment of training to keep teams at the forefront of industry standards.
Collaborate seamlessly with specialized programs, ensuring cutting-edge tools and comprehensive documentation are always available for optimal operational performance.
Data-Driven Decision Making: Dive deep into supply chain analytics, including spend tracking, food cost analysis, inventory management, and compliance assessments. Provide innovative solutions to root cause issues and champion continuous improvement.
Assess and refine demand-planning methods within CSCs, leveraging consumption trends and developing forward-thinking data measures to optimize resource allocation.
Integrate state-of-the-art analytical tools into financial controlling and performance reporting, ensuring alignment between CSCs and corporate goals.
Lead the charge in redefining operational metrics, challenging the status quo by developing advanced measurement tools and driving improvements in planning accuracy and overall performance.
Collaborative Innovation & Leadership: Partner with internal stakeholders to provide strategic insights and actionable recommendations, owning initiatives that reduce food costs and enhance overall efficiency.
Balance the intricate details of goods receipts while resolving APW issues with finesse, ensuring seamless operations and cost control.
Offer expert analytical support to drive success across a range of high-impact processes and projects, leading teams towards strategic excellence.
Reporting: This position reports to the CSC Materials Manager or Supervisor with a dotted line to the Supply Chain Management team for training, reporting, and mentorship.
Knowledge, Skills and Experience
• An Associate degree or equivalent hands-on experience in a related field, demonstrating a solid foundation in business and supply chain dynamics.
• 2 to 5 years of proven success in a similar role, with a track record of driving operational excellence and innovation.
• Mastery of computer systems, with strong skills in MS Office (Word, Excel, PowerPoint) and Google Suite, ensuring seamless productivity and collaboration.
• Familiarity with SAP MM and CBase is a plus, showcasing your ability to work with sophisticated enterprise resource planning systems.
• Exceptional verbal and written communication skills, paired with the ability to deliver compelling presentations that influence stakeholders at all levels.
• A self-directed professional with outstanding organizational and interpersonal skills, ready to lead and collaborate with diverse teams.
• In-depth understanding of Lean Manufacturing principles, Supply Chain management, and Purchasing, positioning you as a strategic asset in driving efficiency.
• Advanced reconciliation abilities, demonstrating meticulous attention to detail and the capacity to handle complex financial tasks.
• Superior analytical and conceptual thinking skills, enabling you to break down complex problems and develop innovative solutions.
• A keen eye for detail and strong time management skills, ensuring that tasks are completed with precision and efficiency.
• A natural problem-solver, equipped with the skills to tackle challenges head-on and drive continuous improvement across the organization.
LSG Sky Chefs is an EEO and Affirmative Action Employer of Women/Minorities/Veterans/Individuals with Disabilities.
Financial Reporting Analyst
Finance consultant job in Linthicum, MD
The University of Maryland Medical System (UMMS) is an academic private health system, focused on delivering compassionate, high quality care and putting discovery and innovation into practice at the bedside. Partnering with the University of Maryland School of Medicine, University of Maryland School of Nursing and University of Maryland, Baltimore who educate the state's future health care professionals, UMMS is an integrated network of care, delivering 25 percent of all hospital care in urban, suburban and rural communities across the state of Maryland. UMMS puts academic medicine within reach through primary and specialty care delivered at 11 hospitals, including the flagship University of Maryland Medical Center, the System's anchor institution in downtown Baltimore, as well as through a network of University of Maryland Urgent Care centers and more than 150 other locations in 13 counties. For more information, visit *************
Job Description
Provides effective, consistent use, and data integrity of standard policies, procedures, work instructions, risk, and control matrices (RCMs), and flowchart documentation for all assigned functional areas. Serves as a functional expert on financial reporting and ERP operational documentation, functions as a liaison between various teams. Works collaboratively to implement and document new operations checklists and functions as a superuser. Assist in the formation, implementation, and execution of the business plans by providing technical support, budget and ad hoc analysis, and regulatory policies and procedures documentation.
Primary Responsibilities
The following statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job responsibilities performed.
Develops, enhances, and maintains the data integrity of existing and new Financial Reporting, ERP, and system level policies, procedures, work instructions, risk and control matrices (RCMs), and flowchart documentation for all key functional areas to support accurate, consistent, efficient, and quality service to internal and external customers.
Implements a routine update schedule to ensure current and new policies and procedures are correctly documented and being interpretated correctly. Identifies & documents new policies and procedures improvements that will improve UMMS operations.
Provides technical documentation support in the implementation of generally accepted accounting principles, financial reporting, and ERP requirements.
Assists management in providing acceptable records and supporting documents to all internal and external auditors in a timely manner. Maintain various records, files, supporting documentation for regulatory or other reporting purposes.
Acts as a “Super User” in the development and implementation of a new business/significant operations checklist. Fully understands the functionality and integrated workflows to ensure it operates efficiently and effectively.
Reviews available tools to effectively house the new business operations/significant operations checklist to recommend a tool to leadership for early adoption.
Represents the best interests of Finance through full participation in special projects and in doing so acts as Financial Reporting and ERP representative for project management. Due to the frequency of special projects, the individual maintains a structured process for successful implementation & participation in the project including but not limited to effective planning, change management, communication, engagement of impacted parties, and resource engagement/acquisition of internally/external resources. Communicate regularly with various finance personnel to ensure optimal efficiency and effectiveness of financial reporting.
Assists, manages, schedules, coordinates, and directs project activities, assigns work, monitors work and evaluates performance.
Supports the Financial Reporting & ERP team through the creation of standardized testing plans and validation tools for the systems we use.
Compiles and analyzes data to answer routine and ad hoc reporting and analytic requests assigned. Organizes and maintains major reports and schedules containing complex data from multiple sources and assists in the implementation of new processes.
Apply UMMS policies and procedures as well as federal, state, and local statutes or regulations governing general accounting practices to ensure accurate and effective service.
Perform all other duties as assigned.
Qualifications
Education & Experience - Required
Bachelor's degree in accounting, finance, or related field or equivalent.
Minimum five (5) years of previous experience in professional accounting or auditing.
Knowledge, Skills, & Abilities
Proficiency in preparing and analyzing financial data and in performing complex mathematical calculations is required.
Knowledge of general accounting principles is required. General knowledge of state and federal tax laws and regulations.
Demonstrate expert knowledge of Microsoft Office Suite, including Excel, Word, and Power Point in the analysis of financial data and creation of clear, concise reports, communications, and documentation. Ability to use Microsoft Outlook e-mail/Calendar functionality.
Strong organization, critical thinking, and problem-solving skills with a meticulous diligence and results are required to develop/document/implement efficient work processes and successfully resolve difficult, conflict-oriented situations.
Effective time and change management skills are required. Able to work effectively in a frequently stressful work environment and meeting deadlines.
High accountability for areas of direct responsibility.
Ability to manage confidential projects with integrity and discretion.
Highly effective verbal and written communication and documentation skills.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Compensation:
Pay Range:
Other Compensation (if applicable):
Review the 2025-2026 UMMS Benefits Guide
REVENUE CYCLE ANALYST
Finance consultant job in Washington, DC
Campbell County Health (CCH) is more than just a hospital-we are a comprehensive healthcare system serving northeast Wyoming. Our organization includes Campbell County Memorial Hospital, a 90-bed acute care community hospital in Gillette; Campbell County Medical Group, featuring nearly 20 specialty and primary care clinics-including locations in Wright and Hulett; and The Legacy Living & Rehabilitation Center, a long-term care facility.
To be responsive to our employee's needs we offer:
Generous PTO accrual (increases with tenure)
Paid sick leave days
Medical/Dental/Vision
Health Savings Account, Flexible Spending Account, Dependent Care Savings Account
403(b) with employer match
Early Childhood Center , discounted on-site childcare
And more! Click here to learn more about our full benefits package
JOB SUMMARY
The Revenue Cycle Analyst plays a key role in ensuring financial excellence across Campbell County Health. This position partners with the Revenue Cycle Director and cross-functional teams to analyze data, identify opportunities for improvement, and strengthen revenue management processes.
The role is responsible for tracking key performance indicators, evaluating vendor performance, and developing actionable plans that enhance efficiency and accuracy throughout the revenue cycle, including billing, charge capture, coding, denial management, and self-pay operations. The Revenue Cycle Analyst contributes to informed decision-making and ensures Campbell County Health receives appropriate reimbursement for services provided.
ESSENTIAL FUNCTIONS
Responsible for collecting, documenting and analyzing reimbursement data.
Reports any reimbursement trends/delays to management. (e.g., billing, denials, claim denials, pricing errors, payments, etc.)
Prepares daily, weekly, monthly and quarterly reports - including ad hoc reports as needed.
Assist Management with generating reports.
Establish relationships with other CCH departments; build and maintain effective business partner relationships.
Provides exceptional customer service to internal and external customers.
Interacts frequently with other Finance staff, IT staff, PFS staff, HIM staff, Patient Access staff and Management.
Utilizes current payer contract terms and payer mix information to estimate net revenue calculations.
Monitors coding and billing updates or changes that could affect revenue and assesses contract terms and methodologies to ensure maximum reimbursement.
Maintains confidentiality of all personnel and personal health information.
Analyses and trends claim issues for root cause resolution, including chargemaster corrections, department education or other process improvements.
Work with Department Directors/Managers and any other staff to do billing reviews and identify opportunities to improve charge capture.
Understands insurance terms and contract language (e.g., HMO, PPO, Medicare Advantage, % of charges, exclusions, Timely Filing).
Fluent in understanding Coding rules/concepts; bundling issues, MUE and modifier issues, medical necessity, etc.
Familiar with CPT, HCPCs, and ICD10 Coding systems.
Performs other duties as assigned.
Actively participates in Mandatory Education programs.
Adheres and actively participates in customer service standards and promotes a service orientation in the performance of job duties and responsibilities and interactions with patients, visitors, and other staff members.
Must be free from governmental sanctions involving health care and/or financial practices.
Complies with the hospital's Corporate Compliance Program including, but not limited to, the Code of Conduct, laws and regulations, and hospital policies and procedures.
JOB QUALIFICATIONS
Education
Bachelor's degree in healthcare preferred, or associate's degree in healthcare will be accepted or equivalent years of experience will be considered.
Licensure
None
Certifications Required
Preferred RHIA, RHIT, CPC or CCS but not required.
Experience
Three (3) years' experience in a hospital setting, healthcare industry preferred. EPIC experience preferred.
Knowledge, Skills, and Abilities
Must be proficient in medical terminology
Current knowledge of revenue cycle processes and hospital/medical billing.
Must be proficient in understanding CPT. HCPCs, ICD10 coding conventions.
Current knowledge of NCCI edits, Medical Necessity rules as applied in LCD/NCD/LCA/NCA policies.
This position requires interpersonal and communication skills, analytical and organizational skills, critical thinking and the ability to meet deadlines.
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2026 Financial Analyst Intern - Falls Church
Finance consultant job in Falls Church, VA
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: NoneTRAVEL: NoDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Northrop Grumman Corporate Office is seeking a highly qualified candidates for an Financial Analyst Intern in Falls Church, VA. This position requires a highly motivated, self-starter with excellent verbal and written communication skills and attention to detail. The selected candidate will directly report to the Manager of Financial Planning & Strategy and job responsibilities will include, but not be limited to, the following:
Provides analytical support for major corporate actions, including capital management decisions, strategic & M&A transactions (including portfolio optimization projects with targeted asset divestitures, bolt-on & large platform transactions)
Involved in confidential & special projects in support of the executive management team and Board of Directors
The Financial Analyst is also closely involved in long-range strategic/financial planning, setting annual and long-term company-wide compensation metrics, proxy analysis, performing peer competitive analyses, detailed valuation analyses and evaluating the position of the company's business portfolio
The role involves coordination with internal and external parties, including investment bankers, consultants, corporate and sector strategic and financial planners, and other business management functions
Proactive process improvement approach to recurring deliverables, with a focus on increased data fidelity and reduced cycle time
Basic Qualifications
A candidate must meet ALL of the below criteria. The candidate must:
Be a student who is enrolled full-time and pursuing an undergraduate or graduate degree from an accredited college/university in a background in line with our Global Operations Strategic Disciplines.
Be available to work full-time 40 hours per week
Must be relevant to the student's course of study or connected to a student's future plans.
Preferred Qualifications
Have an overall cumulative GPA of 3.0/4.0 or higher
Intern Pay Range:
Bachelor's: $18.50 to $33.50 per hour
Master's: $26.75 to $42.25 per hour
The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Auto-ApplyInvestment Banking - Mid-Cap Investment Banking - Associate
Finance consultant job in Washington, DC
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A or capital market transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office role.
+ A well-rounded academic background from a top tier educational institution.
+ Strong financial modelling skills
+ Understands transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $175,000.00 - $225,000.00 / year
Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate
Finance consultant job in Washington, DC
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance (“GFCC”) Strategy Team, you will provide meaningful guidance to lines of business (“LOB”) as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control (“OFAC”). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
Bachelor's degree or equivalent experience required;
Knowledge of OFAC regulatory requirements;
Banking experience inclusive of knowledge on banking processes, products, and controls;
Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
Advanced problem solving and critical thinking skills;
Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
Proven experience and extensive familiarity working in a complex multi-national organization
Auto-ApplyCorporate - Restructuring & Special Situations Finance
Finance consultant job in Washington, DC
Job Description
Direct Counsel, LLC is partnering with a leading global law firm to seek a talented and driven Finance Associate for the firm's Washington D.C. office. This is a unique opportunity to join a highly sophisticated Global Finance team, working closely with the firm's nationally recognized Business Restructuring & Reorganization practice.
The ideal candidate will bring significant experience with liability management transactions, DIP financings, bankruptcy exit financings, and/or special situations financings.
Key Responsibilities:
Represent creditors or borrowers in complex financing transactions related to:
Liability management
Debtor-in-possession (DIP) financings
Exit financings from Chapter 11
Special situations and opportunistic financings
Work closely with teams on top-of-capital-structure representations, often involving:
Hedge funds
CLO managers
Private equity sponsors
Financial institutions
Advise on both in-court (Chapter 11) and out-of-court restructurings.
Collaborate across practice areas to manage sophisticated, often high-profile, transactions.
Qualifications:
J.D. from an accredited U.S. law school
Admitted to practice and in good standing in at least one U.S. jurisdiction
Law school class years 2017-2020
Strong background in finance, restructuring, or special situations law
Experience with secured lending, credit agreements, and financial instruments
Excellent analytical, negotiation, and communication skills
Ability to thrive in a fast-paced, team-oriented environment
Compensation:
Annual Salary Range: $365,000 - $435,000
(Commensurate with experience and qualifications)
Bonuses: Discretionary and performance-based
PM - Finance Energy Contract Financial and Technical Analyst
Finance consultant job in Washington, DC
Mapjects is a leading centralized logistics operations portal platform, the Mapjects Clearview engine, here we're seeking resources for a logistics solution to supplement the Mapjects federal services division.
************************ mapjects.com
Email WORD resume and contact to ***************** or ******************
US citizens or (Green Card with at least 5 yrs US history)
Compensation is very competitive, and commensurate with experience, loc Fairfax VA/DC
Corp 2 Corp, 1099, or W2 (please email your expectations, and availability to start)
Job Description
Engineering degree
• 5 years experience in the financial development, review, analysis, and award of energy
savings performance contracts, utility energy savings contracts, and power purchase
agreements.
• 5 years experience in the technical development, review, analysis, and award of energy
savings performance contracts, utility energy savings contracts, and power purchase
agreements.
• 3-5 years planning and project management experience
Additional Information
please email word copy of resume to
ensure it has your contact information, and phone number to reach you.
******************
Easy ApplyInvestment Consultant II - Merrill Premium
Finance consultant job in Huntingtown, MD
Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************
**:**
_At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day._
_Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve._
_Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._
_At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!_
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
**Required Qualifications:**
**-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
- For internal employees; participation in a work from home posture does not make you ineligible to post
**Desired Qualifications:**
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Summer 2026 Financial Analyst Associate (Intern)
Finance consultant job in Herndon, VA
Type of Requisition:
Regular
Clearance Level Must Currently Possess:
None
Clearance Level Must Be Able to Obtain:
None
Public Trust/Other Required:
None
Job Family:
Interns
Job Qualifications:
Skills:
Accounting, Finance, Financial Reporting and Analysis, Microsoft Office, Problem Solving
Certifications:
None
Experience:
0 + years of related experience
US Citizenship Required:
No
Job Description:
Finance Intern (Seasonal)
Seize your opportunity to make a personal impact as an Intern (Seasonal) supporting Defense Program Finance. GDIT is your place to make meaningful contributions to challenging projects and grow a rewarding career.
At GDIT, people are our differentiator. As an Intern (Seasonal) you will help ensure today is safe and tomorrow is smarter. Our work depends on Intern (Seasonal) joining our team to support the Defense Program Finance team with cost and revenue analysis, forecasting/projecting program metrics and ad-hoc reporting.
HOW AN INTERN (SEASONAL) WILL MAKE AN IMPACT
● Performs administrative duties in support of a department or customer. Works on a short-term, seasonal basis.
● Engage with leaders and teammates to learn various financial systems, processes, and procedures.
● Work one-on-one and within groups assisting with evolving technology and internal reporting improvements. Help analyze different historical trends across financial metrics, providing forecasting insights.
● Our team is hybrid, collaborating in-person and virtually.
● Assisting with improvements to current trend analysis and embracing new reporting technology will enhance the finance team's overall reporting abilities.
● Insights provided to leadership will make a real-time impact in business decisions and reporting requirements.
● Use critical thinking combined with financial foundations and a curiosity about emerging technology to support our utilization of those technologies.
WHAT YOU'LL NEED TO SUCCEED:
● Education: High School Diploma/GED; some college
● Required Experience: 2+ years of college experience with a concentration in Finance or Accounting
● Required Technical Skills: Microsoft Excel; Financial Analysis; Data Analytics: Financial Modeling; Budgeting and Forecasting; Presentation Skills:
● Security Clearance Level: none
● Required Skills and Abilities: Ability to communicate across multiple levels of management; Strong analytical acumen; concepts of accounting and finance
● Preferred Skills: Organized; detail oriented; problem solving skills; excellent time management; flexibility to adapt to changing tasks and special projects
● Location: Hybrid; Chesapeake, VA
GDIT IS YOUR PLACE:
● 401K with company match
● Comprehensive health and wellness packages
● Internal mobility team dedicated to helping you own your career
● Professional growth opportunities including paid education and certifications
● Cutting-edge technology you can learn from
The likely hourly rate for this position is between $19.55 - $26.45. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Scheduled Weekly Hours:
40
Travel Required:
Less than 10%
Telecommuting Options:
Hybrid
Work Location:
USA VA Herndon
Additional Work Locations:
Total Rewards at GDIT:
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at
gdit.com/tc.
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
Auto-ApplyFinancial Analyst - AI Trainer ($150 per hour)
Finance consultant job in Gaithersburg, MD
Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab.
You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
Financial Analyst
Finance consultant job in Germantown, MD
RETS Associates on behalf of our client, a national leader in transformational land development projects, is recruiting a Financial Analyst - Development in their Germantown, MD office.
This position will provide support to a lean and dynamic Development team, and responsible for maintaining and developing the development proforma, analyzing market trends, forecasting and reporting, and supporting the overall strategic planning of data center projects. The Financial Analyst will have 1-4 years of real estate financial analysis experience and a desire for a career path in Development. The ideal candidate will possess a strong analytical mindset, excellent communication skills, and the ability to work collaboratively in a fast-paced environment.
Key Responsibilities:
Maintain and develop pro-forma models to support the Development team.
Assist in budgeting, forecasting, and financial planning activities.
Coordinate with internal and external stakeholders including municipalities, regulatory agencies, and consultant teams to support the project management team.
Collect, analyze, and interpret data related to project performance, costs, and timelines.
Contribute to the development of long-term strategies for data center expansion and optimization.
Maintain accurate documentation and records related to project activities.
Qualifications:
Bachelor's degree in Finance, Business, Economics, Real Estate, or similar.
1-4 years of experience in real estate financial analysis including in depth financial modeling, data analysis, forecasting, and market research.
Strong analytical skills with proficiency in financial modeling, data analysis, and market research.
Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely.
Commitment to high standards of excellence and integrity.
Strong attention to detail and excellent organizational skills.
Passion for commercial real estate and desire to grow with an exceptional team.
Financial Consultant - Rockville, MD
Finance consultant job in Rockville, MD
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Investment Banking - Mid-Cap Investment Banking - Associate
Finance consultant job in Washington, DC
JobID: 210651453 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $175,000.00 - $225,000.00 We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC.
Job Summary
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
Auto-Apply