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Investment Consultant- Bethesda, MD
Charles Schwab 4.8
Finance consultant job in Bethesda, 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 FinancialConsultant (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 financialconsulting, 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
$64k-116k yearly est. 2d ago
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Senior Global Investments Strategic Advisor
Pae Government Services Inc. 4.6
Finance consultant job in Alexandria, VA
Amentum provides analytic, consulting, and staffing support to U.S. Government national security agencies, including the Departments of Defense, Homeland Security, and similar Government clients. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs.
Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME will have demonstrated experience supporting the review, mitigation, and monitoring of foreign investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom. This SME, in the role of Global Investments Strategic Advisor, will help lead a team of CFIUS and Team Telecom analysts as well as other personnel focused on DOD investment analysis priorities to protect the Defense Industrial Base.
Preferred:
3+ years' experience managing and conducting CFIUS and/or Team Telecom transaction analysis since the passage of FIRRMA.
Extensive familiarity with DOD programs analyzing and mitigating the risk of foreign investment in US critical infrastructure, with expertise in this issue as it relates to the Defense Industrial Base preferred.
Experience managing teams in a high tempo environment.
Direct supervisory experience for 6+ personnel and/or experience managing an overall team of at least 15 personnel.
Required:
A minimum of 10 years of relevant experience and a Bachelors OR 8 years of relevant experience and a Masters degree.
Significant experience in at least two of the following areas: National Security, Economics, Investigative Research, Sanctions, Export Controls, or Intelligence Analysis.
At least 1 year of experience working on USG regulatory programs centering on economic security issues, technology protection, or geopolitical competition, to include either foreign investment, telecommunications licensing, or mergers and acquisitions.
Active TS/SCI.
Ability to communicate effectively, both orally and in writing to Senior DOD Leaders.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans and Labor Laws Posters.
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$67k-110k yearly est. 1d ago
SAP Finance Senior Manager - Retail (Grocery)
Accenture 4.7
Finance consultant job in Washington, DC
We Are:
Accenture's SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we're curious and always learning.We are assembling a talented team and providing our people with opportunities to gain new skills, training, and experience.
Additionally, the Retail industry is going through remarkable levels of transformation as they are developing new business models, new digital sales channels, analytics capabilities to understand customer needs, and transforming internal operations for efficiencies.
SAP technologies power these organizations with modern cloud-based and AI-enabled solutions, and Accenture is the undisputed market leader in this industry. We are continuously expanding our SAP team with advisory skills to continue to drive transformation at scale for our clients.
You Are:
You have a passion for storytelling and for originating, selling and delivering SAP-based Finance Transformation projects that make a positive impact in your clients' business? Are you inspired by working with the best companies in their industries? Want a role that provides you with a sense of purpose and satisfaction?
Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world
Thrive in our highly collaborative, digitally-driven and innovation-led environment. Nurture your talent for thoughtful and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds.
You are a confident leader who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and actionable outcomes that everyone can get behind. You know how to fully utilize the capabilities of various SAP platforms to drive business value, transform end-to-end functions and drive leading practices for your clients in markets all over the globe. The more complex their challenges, the more excited you are about leading the charge to solve them.
The Work:
Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to:
Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future)
Lead customers in defining their SAP journey through the development of business cases & roadmaps including during sales origination, proposal development and client presentations
Architect e2e Finance solutions that leverage SAP technologies, custom apps, & add on partner solutions
Clearly explain SAP's Business AI strategy, including an understanding of its capabilities and roadmap. Identify functional areas expertise where AI can deliver real value to clients
Experience in deployment of AI use cases within SAP delivery to improve efficiency and ability to explain how these AI-driven improvements can enhance project delivery
Advise, design and deliver Finance solutions based on the latest industry and technology best practices leveraging a SAP solutions and embedded innovation.
Lead large project teams of varying size and scope - helping them achieve transformational roadmaps - onsite with clients or within Accenture
Become a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current on regulations, trends, and innovations across your area of expertise
Be a thought leader, build assets and best practices and develop the next level of transformation experts
Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements
Here's what you need:
Minimum of 7 years of SAP Functional and Technical expertise in Finance, including but not limited to: GL, AP, AR, Asset Accounting.
Minimum 5 years of experience in SAP projects supporting Retail/Grocery clients (SAP support / managed services experience will not be considered for this requirement)
Minimum of 3 end-to-end SAP S/4 implementations, including project planning, estimation and solution architecture for Retail/Grocery clients
Experience managing SAP delivery teams, in a Global Delivery Model, including but not limited to the following responsibilities: driving complex workshops and leading design decisions, as well as leading the design and execution of system build, configuration, testing, cutover, and go-live
Prior experience in an Advisory and/or Consulting role
Bachelor's degree or equivalent (minimum 12 years' work experience). If Associate's Degree, must have equivalent minimum 6-year work experience
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an ongoing basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location / Annual Salary Range
California $132,500 to $338,300
Cleveland $122,700 to $270,600
Colorado $132,500 to $292,200
District of Columbia $141,100 to $311,200
Illinois $122,700 to $292,200
Maryland $132,500 to $292,200
Massachusetts $132,500 to $311,200
Minnesota $132,500 to $292,200
New York/New Jersey $122,700 to $338,300
Washington $141,100 to $311,200
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity and Affidavitative Action Policy Statement
Accenture is an EEO and Affimative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
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$141.1k-311.2k yearly 1d ago
Client-Focused Investment Professional Associate
Jpmorgan Chase & Co 4.8
Finance consultant job in Washington, DC
A leading financial institution is seeking an Investment Professional to provide daily support to clients in managing their relationships. You will advise on trades, monitor risks, and handle client documents. The ideal candidate should have a Bachelor's degree, relevant licenses, and expertise in PowerPoint and Excel. This role emphasizes exceptional interpersonal skills and a self-starter attitude. Join us to enhance your career within a collaborative team environment.
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$80k-114k yearly est. 2d ago
Senior Analyst- Real Estate Investment
Talentsource360
Finance consultant job in Fairfax, VA
Senior Analyst - Commercial Real Estate Investments
Schedule: Hybrid
Annual Compensation range: $100,000-$130,000
Industry leading benefits program
TalentSource360 is seeking a Senior Analyst to join one of our real estate investment clients in the Washington DC area. This role will play a critical part in evaluating new investment opportunities through rigorous buy-side due diligence, credit analysis, and financial modeling. The Senior Analyst will prepare investment analyses and recommendations that directly support decision-making by the Investment Committee.
This position is ideal for a detail-oriented professional with strong analytical skills and hands-on experience in real estate underwriting or investments.
Responsibilities:
Conduct comprehensive buy-side due diligence for prospective real estate acquisitions across targeted asset classes
Perform credit analysis, including evaluation of borrower, sponsor, and property-level risk
Build and maintain detailed financial models (e.g., cash flow projections, IRR, NPV, sensitivity analyses) to evaluate investment performance
Analyze market data, comparable transactions, rent comps, operating expenses, and capital structures
Prepare investment memoranda and presentations for review by senior leadership and the Investment Committee
Coordinate with internal teams and external partners (brokers, lenders, legal counsel, third-party consultants) during the diligence process
Review third-party reports (appraisals, engineering, environmental, market studies) and incorporate findings into investment recommendations
Support portfolio monitoring and post-acquisition analysis as needed
Qualifications
2 - 4 years of experience in a real estate investment, acquisitions, underwriting, or credit analysis environment (Commercial Real Estate- CRE preferred)
Bachelor's degree in real estate, finance, accounting, or a related field
Strong proficiency in financial modeling and Excel; experience with ARGUS is a plus
Solid understanding of real estate fundamentals, capital structures, and investment metrics
Excellent written and verbal communication skills, with the ability to clearly present complex analyses
Strong attention to detail, organization, and ability to manage multiple projects under deadlines
$100k-130k yearly 2d ago
Senior Financial Reporting & Policy Manager
Choice Hotels International, Inc. 4.6
Finance consultant job in Bethesda, MD
A leading lodging franchisor is seeking a Financial Reporting & Accounting Policy Manager to provide guidance on complex transactions and ensure SEC compliance. The ideal candidate will have strong project management skills and be responsible for drafting financial reports and improving processes. This role requires a Bachelor's degree in Accounting, a CPA license, and 3-7 years of relevant experience. The position offers a competitive salary range of $115,000 to $132,000, along with comprehensive benefits.
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$115k-132k yearly 4d ago
Financial Analyst
MacDonald & Company 4.1
Finance consultant job in Washington, DC
We are partnered with a vertically integrated real estate investment, management and development company with a primary concentration in the Washington, DC metropolitan area. The company specializes in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets.
They are seeking a highly motivated Financial Analyst to support the Director of Financial Analytics and Strategic Initiatives and partner closely with the Investments team. This role will support budgeting, forecasting, variance analysis, and asset performance analysis. The ideal candidate is detail-oriented, analytical, and eager to grow within a fast-paced, entrepreneurial real estate environment.
Responsibilities:
Support the annual budgeting process, consolidation of department budgets, and periodic budget reforecasting to support the development of updated financial projections.
Prepare quarterly budget-to-actual variance reporting, analyze financial results, identify key drivers, and summarize trends for management review.
Support preparation and maintenance of cash flow projections, ensuring corporate cost inputs are properly consolidated and results are clearly communicated.
Analyze indirect cost allocations and provide corporate cost inputs to project stakeholders for budget and liquidity consideration.
Assist with financial reporting systems and infrastructure, including maintenance of account trees and reporting templates.
Prepare executive presentation materials, including slides, dashboards, and summary reports that translate detailed analysis into clear, concise insights for senior leadership.
Pull monthly reporting from Costar to maintain market analysis on rent growth, new construction projects, occupancy, etc.
Conduct ad-hoc financial analysis, research, and assist with special projects to support decision-making, operational improvements, and business initiatives.
Education and Experience:
Bachelor's degree in Accounting, Finance, Economics, or a related discipline.
1-2+ years of relevant experience in FP&A, corporate finance, or accounting.
Strong analytical and quantitative skills with the ability to interpret financial data clearly.
Excel proficiency (e.g., financial modeling, data manipulation, scenario analysis).
Experience with or exposure to Yardi or similar reporting/ERP systems preferred.
Real estate industry experience is a plus.
Familiarity with financial reporting structures and budgeting systems preferred
$58k-94k yearly est. 1d ago
Senior Economic Consultant
Fashion Institute of Design & Merchandising
Finance consultant job in Washington, DC
At HDR, our employee‑owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. We foster a culture of inclusion throughout our company and within our communities, constantly asking: What is our impact on the world?
We believe transportation is more than movement-it's the foundation of connected, thriving communities. As part of HDR's Transportation Business Group, you'll help shape the systems that move people and goods safely, efficiently, and sustainably. From designing resilient highways and iconic bridges to advancing transit, passenger and freight rail, aviation, federal transportation ports and marine infrastructure, your work will directly support economic vitality, public safety, sustainable and resilient communities and quality of life.
In the role of Senior Economist Consultant, we'll count on you to focus on three main responsibilities: technical, marketing, and staff development.
Technical
Lead economic analyses including developing technical approaches, budget estimates, and project schedules
Master the use of economic techniques such as econometrics, forecasting, and data‑driven support tools
Develop industry‑leading methods and procedures in your area of expertise for internal and external clients
Develop planning or policy recommendations to support client decision‑making processes
Explore use of new or unique methods of analysis as value‑added services for new and existing clients
Lead project quality review efforts for delivering high‑caliber work products
Support HDR project managers and staff as needed
Marketing (external and internal)
Contribute to internal and external marketing efforts
Utilize the matrix to identify additional staff to support pursuits, proposals, and project staffing
Strengthen client relationships through leading client meetings and independently presenting results
Market economics consulting services internally through presentations or other avenues
Staff Development
Provide support and mentorship to more junior staff through project task assignments
Preferred Qualifications
A minimum of 10 years of equivalent experience including independent development of tasks to complete project delivery and oversight of junior staff during production
Excellent knowledge in Microsoft Suite (specifically Excel, PowerPoint, and Word)
Experience with analytical packages and/or programming languages (SAS, Eviews, SPSS, Visual Basic, R, Python, etc.)
Preference given to local candidates
Required Qualifications
Master's degree in Economics
A minimum of 10 years experience including staff management and development, client interaction and proposal writing
Experience in Excel, Limdep, SAS, SPSS, Eviews and MS Access
VB programming experience is a plus
Ability to interact with clients on a regular basis
An attitude and commitment to being an active participant of our employee‑owned culture is a must
EEO Statement
At HDR, we are committed to the principles of employment equity. We are an affirmative action and equal opportunity employer. We consider all qualified applicants, regardless of criminal histories, arrest and conviction records.
Ready to learn more? Let's work together to make great things possible.
Primary Location
United States - District of Columbia - Washington DC
Industry
Economics + Finance
Schedule
Full‑time
Employee Status
Regular
Business Class
Economics
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$105k-155k yearly est. 1d ago
Senior Manager, Card Tech Finance
Capital One 4.7
Finance consultant job in McLean, VA
* Bachelor's Degree or military experience* At least 7 years of experience in financial analysis, financial modeling, or a combination* At least 3 years of experience managing a Financial Planning & Analysis (FP&A) function* At least 1 year of people management experience* Master's Degree in Business Administration (MBA) or Master's Degree in Finance* Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license* 5+ years experience managing a Financial Planning & Analysis (FP&A) function* 2+ years of people management experience* 1+ year of people management experience managing both direct and indirect reports Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$103k-127k yearly est. 4d ago
Budget Analyst
LMI Consulting, LLC 3.9
Finance consultant job in Washington, DC
Job ID 2025-13179 # of Openings 1 Category Finance Benefit Type Salaried High Fringe/Full-Time
LMI seeks a Budget Analyst with public-sector experience to support a federal program management office in Washington, D.C. Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe and facilitate travel and trade. As part of our high-performing team, you will augment our vital work to provide "eyes and ears" technology to protect our nation.
LMI is a new breed of digital solutions provider dedicated to accelerating government impact with innovation and speed. Investing in technology and prototypes ahead of need, LMI brings commercial-grade platforms and mission-ready AI to federal agencies at commercial speed.
Leveraging our mission-ready technology and solutions, proven expertise in federal deployment, and strategic relationships, we enhance outcomes for the government, efficiently and effectively. With a focus on agility and collaboration, LMI serves the defense, space, healthcare, and energy sectors-helping agencies navigate complexity and outpace change. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value.
Responsibilities
Supports budget formulation for the client's programs by compiling estimated costs in the required categories and creating alternative versions to fit specified scenarios
Collaborates with program staff members to develop resource allocation plans (RAPs) and congressional justifications (CJs)
Provides analysis and data to ensure that program budgets align with strategic and programmatic goals and adhere to fiscal guidance and DHS and federal government budget policy
Creates purchase requisitions in SAP
Maintains program and contractor cost baselines
Develops, reviews, and implements project-level spend plans, and conduct recurring reviews of program resource utilization to identify issues that might affect the program's overall objectives
Prepares periodic reports on the allocation, status, tracking, commitment, obligation, and expenditure of funds
Prepares and process funding documents, identify program funding variances, recommend appropriate reprogramming actions or corrective actions, and report reconciled status of funds
Qualifications
Required:
A Bachelor's or Master's degree in accounting, business, management, or a related discipline
3-10 years of financial management experience
Experience working with financial management software and tools such as SAP and INVEST
Ability to communicate clearly with a variety of stakeholders
Ability to demonstrate initiative and effectively solve problems
Strong communication skills, both oral and written
A true team player who maintains a positive attitude in a dynamic environment
Ability to pass a government background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance abuse, and employment verifications
Preferred:
Active U.S. Customs and Border Protection background investigation is a significant plus
Previous work formulating or executing CBP budgets
Relevant certification such as Certified Government Financial Manager (CGFM)
Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and SharePoint; skills in advanced Excel techniques including pivot tables, macros, and validation look-ups
Target salary range: $90,000 - $140,000. Final compensation will be determined by a variety of factors including but not limited to your skills, experience, education, and/or certifications.
The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.
LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact
Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
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$90k-140k yearly 5d ago
Financial Analyst
Cruz Associates, Inc. 3.6
Finance consultant job in Indian Head, MD
Cruz Associates, Inc. of Yorktown VA has an open position and is looking for qualified candidates for a Financial Analyst. The job location is at the Naval Surface Warfare Center in Indian Head, MD.
Scope of Performance: This position is that of a Financial Analyst, Indian Head Naval Surface Warfare Center, MD. This position will be full-time and onsite (40 hrs. weekly).
Key Responsibilities:
Ability to learn and assist with work requests, procurement plans, scheduling, and management plans utilizing Enterprise Resource Planning (ERP)
Support reviews of timecards for divisions and short text corrections
Plan weekly, monthly, and yearly labor and non-labor budgets
Analyze data and statistics for recommendation on project and program activities
Manage day-to-day operations utilizing multiple Microsoft Office products
Manage and maintain meeting minutes and action tracking to ensure efficient operations
Ability to manage quality plans and reports for process improvements for data analysis, policy development, and budget analysis
Manage day-to-day operations and calendars
Review and track project and support hours
Process funding documents and support building project structures
Work alongside process improvement teams to streamline production and energetic systems
Education and Experience - REQUIRED:
U.S. Citizen
High School Diploma or equivalent
5+ years' experience in the planning/financial field
Knowledge of budgeting and finance principles
Vast knowledge in Microsoft Office products (Word, Excel, and PowerPoint)
Ability to gain/maintain Secret Clearance
Strong analytic skills in data analysis tools and software
$56k-95k yearly est. 6d ago
Budget Analyst
Office of The Chief Financial Officer
Finance consultant job in Washington, DC
Government of the District of Columbia Office of the Chief Financial Officer (OCFO)
Budget Analyst (Hybrid) $62,159.00 - $118,558.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Budget Analyst. This position is located in Washington, DC with the Office of the Chief Financial Officer. The incumbent will have responsibility for formulating, justifying, monitoring, and developing process improvement strategies for budgets within their assigned agency's department.
Duties include, but are not limited to:
Validating the accuracy of budget requests, performing special analysis of specific budgetary programs and projects, providing recommendations and accurate budget projections.
Coordinating with program managers and other financial personnel to obtain sufficient information to provide sustainable justification for requests.
Ensuring that the budgets of assigned program operations are expended in a manner that achieves program goals, meets established criteria, and regulatory compliance.
Providing continuous oversight of the program's expenditure of approved funds.
Developing guidance and tools to increase department's ability to make proper budgetary formulations, execution determinations, and planning decisions.
Assessing the impact of revised budget execution policy and timetables, and providing guidance to program management concerning status of funds and issues.
Preparing budgetary documents, including tables, reports, letters and memoranda.
Performs other related duties as assigned.
Minimum Qualifications: Two (2) years of progressive experience performing duties related to the work of the position to be filled such as formulating, justifying, monitoring, coordinating and approving budget requests; and preparing reports, analysis, and justifications related to funding matters.
For initial review, please submit your resume to Office of the Chief Financial Officer, Office of Human Resources, 1101 4
th
Street, SW, Suite W220, Washington, DC 20024.
To complete an application or for additional details related to this vacancy, please visit ***************
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
$62.2k-118.6k yearly 3d ago
Associate, Finance, Data.FI
Palladium 3.1
Finance consultant job in Arlington, VA
Palladium is a global company working to design, develop and deliver positive impact on the lives and livelihoods of people around the globe; broaden access to health, water, power, and infrastructure; build enduring, sustainable, and transformative institutions and market systems to address global challenges; and conserve the natural world. We operate in over 50 countries and have a workforce of more than 2,000 talented and motivated staff around the world.
Palladium is part of GISI's global family of companies, which aims to create solutions for the world's most complex challenges. With annual revenues of $14 billion, GISI's approximately 15,000 employees are engaged in projects across 100 countries worldwide providing construction, program/project management, and engineering consulting services.
This Opportunity:
Palladium is currently seeking a US based Associate, Finance to support the implementation of the Translating Data for Implementation (Data.Fi) award. Data.Fi is a global project funded by the U.S. President's Emergency Plan for AIDS Relief (PEPFAR) and the State Department.
Data.FI partners with PEPFAR programs to accelerate and sustain access to high-quality data to expedite HIV epidemic control and maintenance. Data.FI supports host country governments to enhance existing health information systems (HIS) and conduct in-depth analysis of epidemiologic and program data to inform management responses to gaps in programming and sustain impact by supporting local partner transition.
This Associate will be responsible for monitoring and administering accounts payable functions such as recording, reviewing, and processing new vendor set-up and vendor invoices. Additionally, they will be preparing AP analysis, organizing and managing AP digital documents, and assisting in preparing reports, project audits, and documentation. Other financial analysis like reconciliations may also be assigned.
This role currently only has funding through March 31, 2026 with the possibility of an extension to September 2026.
Location:
This role is based out of Palladium's Arlington, VA office. Palladium supports a hybrid working model with 3 days in office, 2 days from home.
Applicants must be authorized to legally work for any employer in the United States. We are unable to sponsor or assume sponsorship of visas at this time or in the future.
Compensation:
For our prospective employees in the United States, please note that the full-time equivalent annual base salary for this position is expected to range from $60,000 to $65,000, and successful candidates may also be eligible for additional, variable incentive compensation dependent on the role. Please be advised that a final salary offer will be based on various factors, including but not limited to your qualifications, education, experience, skills, seniority, performance, and Palladium's business or organizational needs.
Reporting Lines:
The role will report directly to the Senior Manager, Finance and Administration, Data.FI
Primary Duties and Responsibilities:
Ensure the recording of vendor invoices and costs, and corresponding payments are completed in an accurate and timely manner and in compliance with the appropriate terms and internal controls
Match purchase orders and authorization forms to vendor invoices and check to ensure they have all the relevant information and are coded correctly
Review, correct, and organize vendor invoices and create vouchers for data entry
Set up vendors in Costpoint system and maintain reconciled records for accurate preparation of year-end Form 1099 reporting
Process vendor invoices, travel expenses, expense claims and purchase vouchers
Support local teams with field voucher upload questions as needed
Reconcile the creditors to statements and ensure the general ledger reconciles with the accounts payable sub-ledger
Prepare analysis of AP, prepaid and advance accounts and reconcile payments
Project rejournal adjustments and ensure compliance with company processes
Maintain and use advanced spreadsheets including updating templates for field vouchers, budget trackers, and forecast
Ensure proper general ledger coding in all project transactions
Project bank account and salary and wages reconciliations
Maintain organized online AP records
Assist line manager with any audit requests / documentation and timesheet compliance of the Data.Fi team
Formulating any reports as requested by Management, HR, or Finance
Any other duties as required
Essential Criteria:
Understanding of basic accounting practices and procedures
Proficient Microsoft Excel experience with the ability to use functions to manipulate data, format, and the use of pivot tables and Look-Up functions
Demonstrated excellence in both written and verbal communication in English, ensuring clear, professional, and effective interactions
Experience in full function of Costpoint Accounts Payable or GL Accounting including multi-currency entries and rate of exchange (ROE) controls
Quick starter with proven ability to deal with complex issues with vouchers, vendors and employees
Exceptional level of attention to details and accuracy, including continuous self-checking of all inputs and transactions
Ability to work independently and be able to operate as part of a team and able to communicate in a polite and respectful manner at all times
Ability to communicate effectively within different cultural contexts
Excellent administration, organization and planning skills
Applications will be accepted on a rolling basis. We encourage you to apply early as the position may close once a suitable candidate is found.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or status as a protected veteran.
Should you require any adjustments or accommodations to be made due to a disability or you are a neurodivergent individual, or for any other circumstance, please email our team at and we will be in touch to discuss.
Safeguarding - We define Safeguarding as "the preventative action taken by Palladium to protect our people, clients and the communities we work with from harm". We are committed to ensuring that all children and adults who come into contact with Palladium are treated with respect and are free from abuse. All successful candidates will be subject to an enhanced selection process including safeguarding-focused interviews and a rigorous due diligence process.
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$60k-65k yearly 2d ago
Finance Rotation Program
Navy Federal Credit Union 4.7
Finance consultant job in Vienna, VA
To offer December 2025 or Spring 2026 college graduates an opportunity to learn how Finance and Accounting plays a critical role in our business. Rotational program team members will be provided an opportunity to utilize and further develop business knowledge, creative problem-solving abilities, analytical, communication, and technical skills through training targeted, mentoring, and development advising from seasoned leaders to impact their future success to excel in their career development. Provide professional execution of day-to-day tasks and special projects while working within established standards, policies, and procedures. Receive guidance and direction from team and management.
Responsibilities
Develop financial forecasts and analyze key performance metrics to provide meaningful insight into business trends
Play a key role in evolving product and strategy decisions by partnering closely with business leaders and enterprise service organizations
Build influencing skills through partnership with key stakeholders and leadership
Consolidate business segment performance and financial reporting
Challenge the way we work with Technology, evaluate new ways of working through experimentation, and leverage new technologies
Develop proficiency in financial modeling, data and reporting automation, as well as data visualization tools
Provide support to assigned department, may work on small projects or portions of larger projects
Assist and collaborate with various levels of staff to accomplish tasks/assignments
Perform other duties as assigned
Qualifications
Currently has, or is in the process of obtaining, a bachelor's degree or higher with an expectation that degree will be obtained by December 2025 or Spring 2026
Demonstrated interest in financial management, technology aptitude, and digital learning
Ability to work in a dynamic, collaborative environment
Desire for continuous learning as well as diverse experiences and locations
Strong self-motivation, attention to detail, and awareness to ask questions when needed
Advanced quantitative, analytical, problem-solving, and conceptual skills
Advanced interpersonal, leadership, and communication skills
Advanced database and presentation software skills
Advanced organizational, planning and time management skills
Advanced skill maintaining accuracy with attention to detail and meeting deadlines
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
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. 2025
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Media IP Limited. All rights reserved. Used under license.
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$59k-73k yearly est. 3d ago
Advisor: Technology Innovation - Finance
Mayer Brown 4.9
Finance consultant job in Washington, DC
Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do.
We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm.
If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Information Technology department in our Chicago, Charlotte, New York, or Washington, D.C. office, as an Advisor: Practice Enablement and Adoption - Finance.
The Advisor: Technology Innovation - Finance extends the firm's Technology and Innovation mission into the heart of the Finance practice ensuring that technology investments are fully leveraged, innovations are adopted, and lawyers and clients experience measurable benefit. They focus on uncovering operational pain points, unmet client needs, and opportunities for innovation, as well as driving the adoption and enablement of legal technology solutions across the firm's Finance practice. The Advisor ensures that all practice innovation efforts are grounded in real-world legal practice and aligned with the firm's strategic goals.
Reporting to the Senior Manager: Technology Innovation, they act as a connector between the firm's Finance practice and our technology delivery teams, between ideas and execution, and between emerging technologies and the Firm's long-term strategy. They help identify opportunities, co-develop solutions for, and implement practice-specific transformation while streamlining and innovating the practice of law. The role will also be responsible for identifying, and collaborating to prototype, and implementing related technology.
While collaborating with other members of the Practice Enablement and Adoption team, they will work closely with the other stakeholders, including and not limited to, those in Practice Technology, rest of IT, Knowledge Management, and Legal Risk Management departments to facilitate the smooth implementation of pilots and product launches of legal software tools and technology solutions. This role will be responsible for driving adoption of those solutions by leveraging usage data and coordinating various change management and adoption best practices.
Responsibilities may vary and grow as the team matures and the role progresses.
Responsibilities
Essential Functions:
Understand Needs & Opportunities: Assist their supervisor to partner with lawyers, clients, and business services to map and evaluate current processes with an eye to identify where process improvement and technology can deliver greater value. Capture user stories, best practices, insights and maintain a knowledge base of challenges and opportunities faced by practitioners in Finance practice.
Shape and Prioritize Initiatives: When directed by the Firm's idea intake process, collect information from the submitter to assist evaluating, scoring, and prioritizing ideas. Translate feedback into clear problem statements that IT and other business services can act on.
Enable Practice Transformation: Assist with conducting design thinking sessions, co-lead process improvement workshops, pilots, and rollouts in partnership with Practice Technology team, and practice stakeholders to identify pain points and design innovative solutions.
Increase Awareness and Engagement: Implement and assist with targeted outreach through listening sessions, practice presentations, vendor days to increase lawyer awareness and engagement with existing investments and emerging technologies that could help Finance lawyers.
Prototype and Validate: Collaborate with the Practice Technology team to build prototypes and validate the proposed solution. Work with Practice Technology team to customize templates or pilot/custom-build solutions for practice needs.
Drive Adoption & Change: Collaborate with Practice Technology and Learning & Development to deliver tailored training, awareness sessions, and direct support. Assist with building confidence, adoption, and measurable ROI for innovative solutions.
Collaborate Across Business Teams: Work with other business departments e.g., Knowledge Management, Practice Management, Information Services, Legal Risk Management, Business Development & Marketing etc., to solve the issue holistically. Collaborate with Practice Technology team to onboard vendors and pilot new solutions.
Horizon Scanning: Assist with monitoring legal technology trends and emerging vendors with an eye towards those that might address pain points of our lawyers in Finance practice. Share insights with Firm and IT leadership to inform strategy and future investment.
Perform other duties as assigned or required to meet Firm goals and objectives.
Align working hours as necessary to support global teams and business partners.
Qualifications
Education/Training/Certifications:
JD or Master's degree; however, a Bachelor's degree with relevant experience will also be considered.
2+ years' experience working in legal environment either in a law firm or a legal department or a legal tech solution provider.
Professional Experience:
Demonstrated experience of participating in strategic legal technology related projects, and particularly in evaluating and implementing legal tech solutions, in a large law firm or corporate/financial institution legal department or enterprise level, strongly preferred.
Knowledge of the lifecycle of a Finance legal matter is strongly preferred.
Awareness and light experience of techniques in increasing adoption of legal tech tools and different methods of engaging and enabling lawyers is highly desirable.
Experience in business analysis, solution design, consulting and/or client-facing roles.
Demonstrated use of business requirements elicitation and documentation skills.
Technical Skills:
Required:
Proficiency in Microsoft Office products.
Working knowledge of process improvement principles (e.g., Lean, Six Sigma), when to invoke each methodology, and how to deploy process improvement tools (e.g., process maps, fishbone diagrams, root cause analysis).
Awareness of or experience with project management principles, including Agile/Scrum and Waterfall methods.
Preferred:
Ability to engage in design thinking, being able to conceptualize and implement a project from end-to-end.
Performance Traits:
Ability to communicate technical concepts in clear, non-technical language to stakeholders.
Strong customer service and problem solving mindset.
Effective team player in diverse environments; thrives under pressure and meets shifting deadlines.
Pragmatic, self-motivated, flexible and good team player.
Self-starter with high initiative; detail-oriented, organized, and multitasking.
Maintain confidentiality and discretion
Physical Requirements:
Light lifting; up to 20 lbs.
Open to regional and/or global travel, as needed.
The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified.
The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.
The Firm may modify and amend this at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.
We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth.
Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#LI-HYBRID #LI-PT1
The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified.
The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.
The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.
We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth.
Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#LI-HYBRID #LI-PT1
$130k-185k yearly Auto-Apply 10d ago
Investment Advisor, USG
Dexis 4.0
Finance consultant job in Washington, DC
Job Description
Dexis is a dynamic professional services firm dedicated to partnering with government and community leaders both in the U.S. and internationally to achieve critical social outcomes in a rapidly changing world. At Dexis, you will experience a corporate culture of inclusiveness, respect, fairness, and trust. You will be given the means and mentorship needed to succeed, and your creativity will be rewarded.
About the Position
This position's work will involve providing medium- to long-term funding through direct loans and guaranties as a complement to private sector investments.to help solve critical world challenges and in doing so, advances U.S. foreign policy.
The contractor shall report to a Managing Director and provide services as an officer working on the most complex, sensitive, or precedent-setting finance projects which are located in developing countries and markets. The position is responsible for carrying out initial screenings of new loan proposals, underwriting, and due diligence tasks in the loan origination process which includes in-depth financial analysis, preparing portions of the loan papers and memoranda associated with presenting proposed loans to credit approval committees, supporting the loan negotiations and development of appropriate covenants for finance agreements, processing disbursement requests, and preparing proper documentation of the loan files associated with the transition of projects to the monitoring group.
This position is contingent on contract award.
Responsibilities
Conducts in-depth analyses of new loan proposals to determine their financial, technical, economic, legal, marketing, and political feasibility. Performs in depth analyses of the nature of the proposed business ventures; country related macroeconomic and microeconomic risks; risks related to project contractual obligations; the eligibility, financial standing and business background of the sponsor; and other related factors.
Independently conducts in-depth financial analyses of new loan proposals to determine a proposed project's ability to maintain debt service and fully repay a loan based on a review of the documentation provided.
Performs analyses utilizing available financial data including the financial statements provided by the project. Creates or modifies sponsor-provided financial projections to assess logical model construction and adequacy of business case assumptions for the proposed financing. Conducts sensitivity analyses to test project assumptions and key economic drivers.
Summarizes clearly and concisely due diligence finding as part of credit packages and other documents and memoranda required in the government's approval process and presents loan credit proposals to committees to obtain approvals.
Serves as point of contact for day-to-day advancement of transactions, including scheduling and attending calls; project management and planning; coordinating among the client, internal parties, external advisors and financing partners; and generally managing the multifaceted workstreams required to advance transactions to , financial close and disbursement.
Oversees ancillary workstreams related to transactions including liaising with client, intradepartmental tasks and external Work with clients to complete forms, liaising with environmental and social teams, reviewing know-your-customer diligence results, and similar routine tasks that must be completed on all transactions.
Responds to communications in a timely manner and conducts duties with
Performs other related duties as assigned.
Qualifications
Minimum of a master's degree in international business/studies, international relations, finance, business, economics, political science, or a related field.
Minimum of 3 years of experience in international finance, corporate finance or project finance, and investments within the last 7 years.
Must be a US Citizen or Foreign National with the ability to obtain and maintain a Public Trust or higher-level clearance.
Experience analyzing and structuring complex international finance capital market
Experience creating, analyzing, auditing, and running sensitivities on financial models for debt finance in the project finance manner for projects located in developing markets
Experience in investments and strategic engagement in developing
Experience working on international investments or international financial transactions in a commercial bank, investment bank, international financial institution, or multilateral
Experience conducting and reviewing project finance loan origination including financial analysis, economic or political risk analysis, and detailed credit analysis.
Broad and comprehensive knowledge of international business
Working with minimal supervision, on simultaneous projects, in a complex environment, and under deadlines.
Excellent English speaking, reading, and writing
Demonstrated ability to produce written materials that are clear and
Delivering customer service and resolving customer
Dexis is on a mission to help solve today's most pressing global political, social, and economic challenges and create a world where all people are safe and prosperous. As a Dexis employee, you will be challenged, empowered, and mentored. Our motto is "find a way or make a way" - that's how Dexis goes "all in." How will you?
If you are passionate about this opportunity, apply now!
Only those applicants who meet the above criteria will be contacted for interview.
Dexis is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, sex, national origin, religion, pregnancy, disability, age, genetic information, military service, veteran status, ethnicity, citizenship, sexual orientation, gender identity, marital status, childbirth and related medical conditions, including lactation, or any other protected class under applicable law.
As part of a competitive benefits package for eligible employees, Dexis provides healthcare insurance in addition to other staff welfare benefits and perks.
$91k-159k yearly est. 31d ago
Investment Consultant**
15 Ms Investment Mgmt
Finance consultant job in McLean, VA
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
DUTIES AND RESPONSIBILITIES:
Advise clients in accordance with the Team's agreed upon strategy
Analyze investment opportunities and client needs, and recommend appropriate strategies
Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
Comply with all industry rules and regulations
Additional tasks as needed
EDUCATION AND/OR EXPERIENCE
Minimum of bachelor's degree or comparable professional certification required
Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
Product and state licenses must be in parallel to Financial Advisors on the Team
At least 5 year(s) of business experience and proven success in a previous career
Minimum of 5 years FINRA Registration preferred
KNOWLEDGE/SKILLS
Extensive knowledge around financial industry and product knowledge
Ability to communicate effectively with co-workers and clients
Excellent written and oral communication skills
Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO:
Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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
$89k-135k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Financial Professional
Cornerstone Advisor Group 3.8
Finance consultant job in Fairfax, VA
Job Description
Cornerstone Advisor Group (CAG) is seeking enterprising candidates who are motivated by their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals.
Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself; you will be part of a growing company, where you drive your career and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years. We believe that growth isn't just about numbers, it's about keeping promises to clients and each other.
The position is open immediately to an applicant who wants to grow their business, improve their clients' lives, and their families in obtaining a strong financial future.
Compensation:
$50,000 - $140,000 yearly
Responsibilities:
Sell & Maintain Life Insurance & Annuities
Sell & Maintain Assets Under Management
Develop and maintain strong relationships with clients
Provide tailored financial advice and solutions to clients
Manage the sales process from lead generation to closing
Continuously learn and apply new industry knowledge
Collaborate with the team and share best practices
Maintain accurate and up-to-date client records and compliance documentation
Qualifications:
The mindset of a capitalist and the heart of an altruist
High energy, a strong work ethic, and a positive, optimistic approach
A passion for helping people and a strong sense of mission
Confidence, resilience, humility, and total commitment to your work
Integrity and trustworthiness in everything you do
The desire to create your own success while making a meaningful impact in your community
Requirements:
Active Life Producer License in your state of residence (Virginia or West Virginia)
Proven ability to sell life insurance products and generate leads
Excellent phone skills, with the confidence to reach out to new prospects and clients
Business-driven mindset with a strong drive to succeed and grow a personal business
Strong interpersonal skills and the ability to connect with people from diverse backgrounds
Eagerness and willingness to learn and improve
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$50k-140k yearly 25d ago
Senior Investment Analyst
American Chemical Society 4.7
Finance consultant job in Washington, DC
Key Responsibilities: * Contribute to the development and implementation of investment strategies across all asset classes. * Source and lead due diligence processes for external investment managers across public and private markets; draft and present investment recommendations.
* Monitor existing investments and conduct qualitative and quantitative analysis; lead update meetings with external managers, and attend annual meetings.
* Serve as the primary liaison to current and prospective investment managers; negotiate terms and coordinate with external service providers.
* Participate in investment decision-making, including manager selection, rebalancing, and termination across asset classes. Support asset allocation reviews and risk management initiatives.
* Coordinate legal due diligence and operational due diligence for prospective private investment funds.
* Build and maintain strong relationships with external asset managers, vendors, legal counsel, peer investors, and other industry stakeholders.
* Prepare and present materials to the Pensions and Investments Committee as needed. Manages ad hoc projects that aid in the management of the ACS investment portfolios, retirement plans, and debt financings.
* Conduct in-depth research on investment managers, portfolios, and market trends.
Requirements:
* Bachelor's degree in finance, accounting, economics, or a related field with a minimum of 7 years of professional experience. Prior experience in investments and valuation, such as in investment banking, consulting, asset management, alternative investments, is a strong plus.
* Progress toward the Chartered Financial Analyst (CFA) designation is strongly preferred.
* Demonstrated passion for investing and a strong understanding of institutional investment practices.
* Advanced proficiency in Microsoft Excel; familiarity with statistical analysis and comfort working with data platforms such as Bloomberg.
* Exceptional oral and written communication skills.
* Ability to work independently in a fast-paced and dynamic environment.
* Meticulous attention to detail and a commitment to high-quality work.
* Willingness and ability to mentor junior staff and contribute to team development.
* Openness to adopting new technologies and evolving processes.
* Genuine interest in the mission and values of the non-profit sector.
This role is based in our Washington, D.C. office. A reasonable rate of compensation for this position is between $125,000-$140,000 per year.
ACS currently provides the following benefits for this position: paid vacation leave, paid sick leave, paid holidays, health insurance, flexible spending account or health care savings account, dental insurance, life insurance, vision insurance, retirement benefits, short- and long-term disability, and 4-week work from anywhere; each benefit is subject to the terms of the applicable program. Additional benefits may apply based on skills, experience, and location.
Any actual offer of employment, reflecting the total compensation package and benefits, will be made in the sole discretion of ACS. ACS reserves the right to amend or modify its employment benefits and compensation structure at any time.
How much does a finance consultant earn in Centreville, VA?
The average finance consultant in Centreville, VA earns between $52,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Centreville, VA
$74,000
What are the biggest employers of Finance Consultants in Centreville, VA?
The biggest employers of Finance Consultants in Centreville, VA are: