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Investment Advisor
Investment Consultant- Gaithersburg, MD
Charles Schwab 4.8
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 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. 3d ago
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Analyst, Financial Planning & Analysis
Risant Health
Finance consultant job in Washington, DC
About Risant Health: Risant Health, a nonprofit affiliate of Kaiser Foundation Hospitals, is transforming healthcare by accelerating the adoption of value-based care across community health systems. Headquartered in the Washington, DC area, Risant Health partners with nonprofit, community-based systems-starting with Geisinger-to expand access to care that prioritizes health outcomes and affordability.
Backed by nearly 80 years of Kaiser Permanente's value-based care expertise, Risant Health operates independently to support its portfolio of health systems with shared resources, strategic guidance, and operational support-while preserving their community roots. Learn more about Risant Health and its anticipated impact on the healthcare industry at **************************
Our Finance team blends startup energy with the financial rigor of a national health system. We ensure financial integrity, guide strategic investments and acquisitions, and serve as trusted advisors to senior leadership. By translating strategy into sound financial plans, we help shape the future of value-based care and drive meaningful impact at scale.
Position Overview:
The FP&A Analyst is a key member of the Risant Health Finance team and plays a critical role in supporting the development and interpretation of financial assessments for Risant Health and, as needed, its affiliated organizations. This role operates under the guidance of senior team members and collaborates across multiple functions.
As an individual contributor, the FP&A Analyst will be involved in supporting the development of budgets and forecasts, as well as ongoing performance analytics and management reporting. This position may also be involved in the financial evaluation of potential Risant Health acquisitions. The FP&A Analyst is accountable for ensuring all analyses are completed accurately and in a timely manner, ensuring risks are addressed and/or raised to leadership for consideration.
Key Responsibilities:
Budgeting & Performance Analysis: Support budgeting, forecasting, and performance analysis by gathering data, running reports, and identifying financial risks and trends. Collaborate on monthly close processes and prepare reports for leadership decision-making.
Capital & Economic Planning: Assist in developing capital and economic plans across Risant Health and affiliates. Support scenario modeling and alignment of capital needs with enterprise standards.
Financial Evaluation & Strategic Investments: Help build financial models (e.g., cash flow, NPV, IRR) to evaluate new initiatives and acquisitions. Track value realization and collaboration on investment cases and strategic business decisions.
Reporting & Communication: Prepare and present financial insights and recommendations to senior leaders. Clearly communicate complex financial data to inform strategy and decision-making.
Minimum Qualifications
Minimum three (3) years Financial Planning & Analysis experience or directly related business experience required.
Bachelor's degree in finance, accounting, business, or related field required.
Experience in Financial Planning and Analysis (FP&A) within the healthcare industry, demonstrating a strong understanding of financial management, including DCF, ROI analysis, and resource allocation highly preferred.
Hands-on experience with advanced Excel functions (e.g. Pivot Tables, Power Query, Power Pivot, charts, macros and complex formulas) to efficiently clean, manipulate and analyze data for actionable insights highly preferred.
Intellectually curious with strong analytical and problem-solving skills, and a proven ability to translate complex financial data into actionable insights preferred.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels preferred.
Ability to drive results in a fast-paced, rapidly evolving start-up environment preferred.
Additional Information
Compensation and Benefits: The projected base salary for this position ranges from $85,000 - $112,200, depending on experience and qualifications. This role is also eligible for a comprehensive benefits package, including wellness programs, retirement savings, and relocation support as applicable.
Join Us! If you are passionate about improving healthcare through innovative solutions and want to make a meaningful impact, we encourage you to apply. Risant Health is an equal opportunity employer committed to creating a diverse and inclusive workplace. We welcome applicants from all backgrounds and experiences. All your information will be kept confidential according to EEO guidelines.
$85k-112.2k yearly 1d ago
Freelance Accounting, Tax, Financial Advisers
Advanceqt.com
Finance consultant job in Washington, DC
Freelance Accounting, Tax, Financial Advisers. All services are remote we provide a platform for services and bring your online clients. Freelance Independent remote and or location work as a freelance contractor. Need a smart phone and lap top or desk top computer to perform work.
We provide a platform and you work for various clients, when you are available, set your work rate and get paid.
$66k-124k yearly est. 26d 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
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;
Recent experience working in the digital assets space
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
$89k-135k yearly est. Auto-Apply 29d ago
Senior Analyst, Feasibility and Investment Analysis
Host Hotels & Resorts 4.5
Finance consultant job in Bethesda, MD
The individual's primary focus is to support the Portfolio Strategy & Feasibility team and the company's investment decision-making process to ensure disciplined and rational allocation of capital. This is accomplished through completion of hotel valuations, and market, corporate, and industry analyses. The position requires a solid foundation of lodging real estate valuation experience, as well as comprehensive knowledge of the real estate and hospitality industries.
The principal functions of the position include:
* As a member of the Enterprise Analytics team, prepare analyses in support of the development and implementation of Host's corporate strategic plan
* Support Portfolio Strategy & Feasibility team through completion of ad-hoc analyses focused on asset performance, market dynamics, and portfolio evaluation
* Develop/maintain a thorough understanding of lodging industry dynamics for assigned markets
* Feasibility and underwriting of capital projects
* Preparation of valuations of owned assets for dispositions or management agreement negotiations with oversight.
* Assisting with underwriting of acquisition targets
KEY RESPONSIBILITIES:
* Assess historical market dynamics; prepare supply, demand, financial, market penetration and valuation analyses - extensive Excel financial modeling required
* Perform market research and analysis for properties and markets considered for acquisition, disposition or major capital projects
* Utilize benchmarking tools and work collaboratively with the Enterprise Analytics, Investments, and Asset Management teams to identify potential opportunities and risks
* Create portfolio analytics and dashboards to support Host's strategic plan and capital allocation
* Conduct market and industry research used in the development of business plans and presentations
EDUCATION AND EXPERIENCE:
* Bachelor's Degree with a concentration in Hospitality, Real Estate, Finance or related field
* At least three years of relevant experience in hotel/lodging valuation, asset management, investments, feasibility, or commercial real estate underwriting with direct hotel exposure.
* Position requires a thorough knowledge of the lodging industry and real estate finance
REQUIRED SKILLS:
* Advanced pro-forma and financial structure Excel spreadsheet modeling
* Understanding of industry data sets (STR, CoStar) and demonstrated ability to gather, interpret, and synthesize complex data from various sources
* Exceptional report writing, verbal and written communication skills, including ability to effectively present assumptions and conclusions for assigned projects
* Ability to work independently and manage multiple assignments
* A very thorough / detail oriented approach to work product, with commitment to quality and accuracy
* A strong desire to achieve team goals and the flexibility to provide assistance where needed
It is the policy of Host Hotels & Resorts to provide equal employment opportunity (EEO) to all persons regardless of race, color, religion, national origin, gender, age, sexual orientation, gender identity, gender expression, ancestry, genetic information, disability, marital status, or veteran status, or any other characteristic protected by federal, state or local law. In addition, Host will provide reasonable accommodations for qualified individuals with disabilities.
$80k-125k yearly est. Auto-Apply 60d+ ago
Associate - Investment Banking
Friedman, Billings, Ramsey Group, Inc. 4.2
Finance consultant job in Arlington, VA
Arlington, VA About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************
Job Description and Requirements
The Associate role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Associate. Ability and willingness to undertake travel is required.
Required Skills and Competencies
* Minimum 3-5 years of experience at a professional services firm, consulting firm, audit firm, or investment banking.
* Track record of consistently delivering high-value work to meet client's needs.
* Experience supervising other professionals is preferred.
* Strong financial analysis and modeling skills. Strong understanding of financial statements.
* Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment.
* Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence.
* Advanced knowledge of Excel and PowerPoint.
* Exceptional customer service and interpersonal skills.
* An undergraduate degree from a top academic institution and a strong GPA required.
* Advanced degree(s) and applicable professional certification(s) are preferred.
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
$75k-109k yearly est. Auto-Apply 29d ago
2026 Investment Banking Summer Associate Program (Washington D.C.) - Early Careers
Wells Fargo 4.6
Finance consultant job in Washington, DC
2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment.
What to Expect
The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.
Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:
* Building valuation models and supporting transaction execution
* Conducting company and industry research
* Preparing client materials and pitch presentations
* Participating in diligence sessions, client meetings, and internal discussions
* Collaborating with senior bankers on engagements across sectors and geographies
* Supporting the development of junior team members
Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
* 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
* MBA with an expected graduation date of December 2026 to June 2027
* Strong verbal and written communication skills
* Ability to operate effectively both independently and in teams
* Advanced Microsoft Office (Excel, PowerPoint, Word) skills
* Track record of leadership or involvement in professional or academic initiatives
Program Locations
Positions are available in Washington, D.C.
Pay Range:
Washington, D.C.: $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$138,500.00 - $287,600.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
31 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$86k-122k yearly est. 60d+ ago
Insider Threat Advisor | Insider Threat Management and Analysis [DITMAC0016015]
Evoke Consulting 4.5
Finance consultant job in Quantico, VA
ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian provides Enterprise Service Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Engineering | Environmental | Sustainability | and Human Capital. We help forward-thinking clients solve problems and improve operations. Launched by Management Consultants, our multidisciplinary teams bring together the talents of Global Professionals to complete engagements for public/private companies, defense and civilian government agencies, and non-profit organizations. Our solution-centric services are deployed across the enterprise and target drivers of economic profit (growth, margin, and efficiency). They are also aligned at the intersections of assets, processes, policies, and people delivering value.
ProSidian clients represent a broad spectrum of Industry Sector Groups, including but not limited to -- Sector Groups including but not limited to Consumer Products, Services, And Retail | Defense And Military | Education And Academia | Emergency Services | Energy, Infrastructure, And Environment | Financial Services | Food And Agriculture | Foreign Aid / Technical Assistance | Government And Public Services | Healthcare And Life Sciences | Industrial And Commercial | Manufacturing And Operations | National Security & Intelligence | Non-Profit | Professional Services | Real Estate And Hospitality | Technology, Media, And Telecommunications | Transport And Logistics | etc. Learn More About ProSidian:
*****************
Job Description
ProSidian Seeks a Insider Threat Advisor | Insider Threat Management and Analysis [DITMAC0016015] for Program Support on a Exempt W2: No Overtime Pay Basis Full-Time located CONUS - Quantico, VA Across The Mid Atlantic Region supporting Federal agency safeguarding DoD security, counterintelligence, and insider threat programs.
Seeking Insider Threat Advisor candidates with relevant Defense, And Security Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Defense, And Security Sector Clients such as DITMAC. This as a Full-Time ProSidian W-2 Insider Threat Management and Analysis Functional Area - Defense Counterintelligence and Security Agency (DCSA) Insider Threat Management and Analysis Center (DITMAC) Threat Analysis Center Support Services Supply/Service Initiative and an employed position with commensurate benefits and competitive salary.
JOB OVERVIEW
Provide services and support as a Defense Counterintelligence and Security Agency (DCSA) Insider Threat Management and Analysis Center (DITMAC) Threat Analysis Center Support Services (Insider Threat Advisor) in the Defense, And Security Industry Sector focusing on Risk Management Solutions for clients such as Defense Counterintelligence and Security Agency (DCSA) | DITMAC / Insider Threat Management Division Generally Located In CONUS - Quantico, VA and across the Mid Atlantic Region (Of Country/World).
RESPONSIBILITIES AND DUTIES
- Insider Threat Advisor | Insider Threat Management and Analysis [DITMAC0016015]
Offer subject matter expertise on insider threat programs and assist in the development of prevention and detection frameworks.
The role(s) are located in the Mid Atlantic Region is at or near CONUS - Quantico, VA. Work Site Address: 27130 Telegraph Road Quantico, VA 22134-2253
Qualifications
Desired Qualifications For Insider Threat Advisor | Insider Threat Management and Analysis [DITMAC0016015] (DITMAC0016015) Candidates:
Possess a Bachelor's degree in any field.
Possess a minimum of 20 total years of experience supporting insider threat programs or insider threat related activities including but not limited to federal law enforcement, counterintelligence, and or security programs; with the most recent experience being at the General Officer or SES level. No minimum number years at the General Officer or SES level specifically required.
Possess an active Certified Counter-Insider Threat Professional - Analysis/Fundamentals (CCITP-A/F) accreditation.
DITMAC prefers a candidate who is at the General Officer / Senior Executive Service (GO/SES) level who is willing to obtain the CCITP within the first 90 days of starting, but will also consider candidates who are at the Senior O-6/GS-15 level who currently hold the CCITP.
Understanding of the DOD Intelligence Community insider threats and law enforcement policies/procedures.
Demonstrated experience with governing directives, insider threat guidance and policies, threat assessment/threat management, support to security, counterintelligence and/or national security and criminal investigations and operations, eligibility and access determinations for classified and/or sensitive information and providing support to workplace violence prevention.
A demonstrated understanding of the DOD Intelligence Community through direct support work experience to either the DOD IC or military.
Demonstrated ability to collaborate with the greater security, counterintelligence, law enforcement, and insider threat professional community.
Education / Experience Requirements / Qualifications
Possess a Bachelor's degree in any field.
Skills Required
Understanding of insider threat program lifecycle, DoD policies, and threat risk modeling.
Competencies Required
Understanding of insider threat program lifecycle, DoD policies, and threat risk modeling.
Ancillary Details Of The Roles
Due to the sensitive nature of our work, the individuals who will be actively completing work on this contract or reviewing documents related to our operations must either be cleared (All the LCATs must have a Top Secret Clearance).
Standard Skills Required: Proficiency in project management methodologies and tools. | Exceptional leadership and interpersonal skills for effective team management. | Outstanding time management and prioritization abilities to meet project milestones. | Adaptability to changing project requirements and priorities | Ability to multi-task and pay close attention to detail. | Excellent analytical, organizational and time management skills | Strong communication skills, both oral and written.
EEO Statement: We attract the best people in the industry, supporting their efforts to learn and grow. We strive to create a challenging and progressive work environment. We Provide career opportunities spanning various disciplines and geographic locations, with projects that our employees plan, design, build, and operate as diverse as the needs of our clients.
Full Time Regular VISA Sponsorship: No - We will not support sponsorship, i.e., H-1B or TN Visas for this position. U.S. Citizenship Required - You must be a United States Citizen
Background Check And Drug testing: ProSidian reserves the right to require background checks, including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, ProSidian may conduct drug testing for designated positions. - Standard Skills Required: Proficiency in project management methodologies and tools. | Exceptional leadership and interpersonal skills for effective team management. | Outstanding time management and prioritization abilities to meet project milestones. | Adaptability to changing project requirements and priorities | Ability to multi-task and pay close attention to detail. | Excellent analytical, organizational and time management skills | Strong communication skills, both oral and written.
EEO Statement: We attract the best people in the industry, supporting their efforts to learn and grow. We strive to create a challenging and progressive work environment. We Provide career opportunities spanning various disciplines and geographic locations, with projects that our employees plan, design, build, and operate as diverse as the needs of our clients.
Full Time Regular VISA Sponsorship: No - We will not support sponsorship, i.e., H-1B or TN Visas for this position. U.S. Citizenship Required - You must be a United States Citizen
Background Check And Drug testing: ProSidian reserves the right to require background checks, including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, ProSidian may conduct drug testing for designated positions.
Other Details
Work products shall be thorough, accurate, appropriately documented, and comply with established criteria. All employees, in the performance of their respective responsibilities, shall conduct themselves in the highest possible standards of ethical and business conduct. The candidate shall ensure that duties are performed in a competent and professional manner that meets milestones/delivery schedules as outlined.
#TechnicalCrossCuttingJobs #Consulting #Defense, And Security #GovernmentSupportServices #ProfessionalAnalyticalSupport #Jugaad #Copitas #PokaYoke
Additional Information
As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed: establish, manage, pursue, and achieve annual goals and objectives with Documented Goals for each of the firm's Eight ProSidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting.
CORE COMPETENCIES
Teamwork - the
ability to foster teamwork collaboratively as a participant and effectively as a team leader
Leadership - the
ability to guide and lead colleagues on projects and initiatives
Business Acumen -
understanding and insight into how organizations perform, including business processes, data, systems, and people
Communication -
ability to effectively communicate to stakeholders of all levels orally and in writing
Motivation -
persistent in pursuit of quality and optimal client and company solutions
Agility -
ability to quickly understand and transition between different projects, concepts, initiatives, or workstreams
Judgment -
exercises prudence and insight in the decision-making process while being mindful of other stakeholders and long-term ramifications
Organization - the
ability to manage projects and actions and prioritize tasks
------------ ------------ ------------
OTHER REQUIREMENTS
Business Tools -
understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, proficient with Adobe Acrobat, data analytic tools, and Visio, and the ability to quickly learn other tools, as necessary.
Business Tools -
understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, proficient with Adobe Acrobat, data analytic tools, and Visio, and the ability to quickly learn other tools, as necessary.
Commitment -
to work with intelligent, interesting people with diverse backgrounds to solve the most significant challenges across private, public, and social sectors
Curiosity -
the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
Humility -
exhibits grace in success and failure while doing meaningful work where skills have an impact and make a difference
Willingness -
to constantly learn, share, and grow and to view the world as their classroom
------------ ------------ ------------
BENEFITS AND HIGHLIGHTS
ProSidian Employee Benefits and Highlights:
Your good health and well-being are essential to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. We are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently includes the following for Full-Time Employees:
Competitive Compensation:
The pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. The Company contributes a fixed dollar amount each month towards the Plan you elect for medical and dental benefits. Contributions are deducted on a pre-tax basis.
Group Medical Health Insurance Benefits:
ProSidian partners with BC/BS to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits:
ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan:
401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options is available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits:
Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in their life. These benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs:
Pre-Tax Payment Programs are premium-only plans (POPs) that offer eligible employees a complete Flexible Spending Account (FSA) Plan and a tax benefit.
Purchasing Discounts & Savings Plans:
We want you to succeed financially. Therefore, we offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy daily.
Security Clearance:
Due to the nature of our consulting engagements, Security Clearance is required for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program:
ProSidian Consulting will pay up to $5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives:
Due to the nature of our consulting engagements, performance incentives are associated with each new client that each employee works to pursue and support.
Flexible Spending Account:
FSAs help you pay for eligible out-of-pocket health care and dependent daycare expenses on a pre-tax basis. You determine your projected costs for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance:
If you want extra protection for yourself and your eligible dependents, you can elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance:
Disability insurance plans are designed to provide income protection while you recover from a disability.
----------- ------------ ------------
ADDITIONAL INFORMATION -
See Below Instructions On The Best Way To Apply
ProSidian Consulting is an equal opportunity employer and considers qualified applicants for
employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, Vietnam era, or another eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.
ProSidian Consulting has pledged to the Hiring Our Heroes Program of the US Chamber of Commerce Foundation and the "I Hire Military" Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.
Furthermore, we believe in "
HONOR ABOVE ALL
"-success while doing things the right way. Pride comes from the challenge; the reward is excellence in the work.
For Easy Application, Use Our Career Site Located On Http://*****************/ Or Send Your Resume, Bios, And Salary Expectations / Rates To *********************** & *************************
ONLY CANDIDATES WITH THE REQUIRED CRITERIA ARE CONSIDERED
.
Be sure to place the job reference code in the subject line of your e-mail. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | Human Capital
$5k monthly Easy Apply 15h ago
Corporate - Restructuring & Special Situations Finance
Direct Counsel
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
$65k-97k yearly est. 20d ago
Finance Intern
China Unicom Americas Operations Limited 3.8
Finance consultant job in Herndon, VA
Job Description
Finance Intern
We are looking for a detail-oriented and proactive Finance Intern to join our team. This position offers a great opportunity to gain hands-on experience in daily financial operations, accounting processes, and financial reporting. The intern will work closely with the finance team to support various accounting tasks and contribute to process improvement initiatives.
Key Responsibilities:
Assist with daily bank account reconciliation, ensuring the accuracy and consistency between bank statements and accounting records.
Support the entry and verification of financial data, ensuring timely and accurate accounting.
Organize and maintain financial documents, vouchers, and reports in accordance with company policies.
Assist in the preliminary preparation and basic analysis of financial reports.
Provide support for other administrative and transactional tasks as required by the finance team.
Qualifications:
Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related discipline.
Proficient in Microsoft Excel and other office software; experience with financial systems is a plus.
Fluent in English and Mandarin Chinese.
Strong attention to detail and a high sense of responsibility.
Good communication skills and a collaborative team player.
Quick learner with the ability to adapt to a fast-paced work environment.
China Unicom is one of the world's leading telecommunications companies, consistently ranked among the Fortune Global 500, having significant influence and market position in the industry. We commit to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.
$30k-43k yearly est. 21d ago
Investment Specialist
Range 3.7
Finance consultant job in McLean, VA
Are you ready to disrupt? Range is a cutting-edge wealth management platform designed to revolutionize the industry. With state-of-the-art technology, world-class advisors, and data-driven insights, we simplify your finances like never before.
Powered by AI and supported by a team of financial experts, Range is building proprietary tools and services to help you manage every aspect of your financial life. From investment planning and tax strategies to retirement and estate planning, everything you need is seamlessly integrated into one platform.
Join us in transforming the wealth management industry. Backed by Google's AI-focused Gradient Ventures and Cathay Innovations, we're assembling a team of top talent to make quality financial advice accessible to millions. If you're ready to create a groundbreaking platform and make a lasting impact, join Range.
About the role
We're looking for an experienced investment operations leader to be a key member of our investment team. This individual will be responsible for a full range of trading, monitoring, analysis, and reporting functions for a complex, multi-asset-class portfolio. This position offers a unique opportunity to join a team that is building an investment portfolio and operational infrastructure from the ground up.
But we're looking for more than just an investment operations rockstar - we're looking for someone who is passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members.
Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.
This role is based in New York City. Employees hired for this position will work in office Monday-Friday. If you are not currently located this area, your willingness to relocate will be a contingency for employment.
What you'll do with us
Work directly with VP Investments to lead top-down investment execution for Range
Lead the implementation of Range's investment strategies efficiently across various investment vehicles
Define and lead an efficient process to assist clients with account set up and transfers
Lead daily reconciliation of portfolio holdings, transactions, and cash balances
Manage accounts by reviewing regularly for
Tax harvesting
Opportunistic rebalancing
Cash investment needs
Cash generation and distribution needs
Generate and distribute client performance reports on a regular basis
Rapidly digest important market news and assist with market-content generation
Lead and develop a team of operations specialists
Act as the liaison between Range and all custodians we work with
What will set you apart
CFP, CFA, Series 65 or Series 66 designation
7+ years experience in a similar role
Passion for the markets and strong investment acumen
Organizational and written communication skills
BS or BA in Finance, Accounting, or other related major preferred
Experience using financial services technologies
An interest in the tech industry and/or experience with start-ups
Consumer fintech experience
Benefits
Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
$39k-74k yearly est. Auto-Apply 60d+ ago
PM - Finance Energy Contract Financial and Technical Analyst
Mapjects.com
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.
******************
$57k-88k yearly est. Easy Apply 60d+ ago
Corporate Financial Analyst
Top Stack
Finance consultant job in Brandywine, MD
About the Opportunity A century-old, billion-dollar, family-owned company is making its first-ever FP&A hire-and we're looking for a high-impact analyst ready to shape the future of financial planning and strategy. This is a rare chance to step into a newly created role with direct visibility to senior leadership and a clear pathway to management.
Why This Role Is Compelling
Build FP&A from scratch: Establish new processes, tools, dashboards, and reporting structure.
High visibility & influence: Partner directly with senior leaders to drive forecasting, budgeting, and strategic decision-making.
Real career trajectory: Designed to evolve into a Manager-level role as the company scales.
Stable, values-driven environment: 100+ years in business and planning to double growth this decade.
What You'll Do
Own budgeting, forecasting, and financial modeling
Develop dashboards and reporting to guide operational and strategic decisions
Build standardized FP&A processes and best practices
Collaborate cross-functionally with leadership across the organization
What We're Looking For
Strong analytical and financial modeling skills
Desire to build and improve FP&A processes
Ability to communicate insights to senior leadership
A proactive, growth-minded approach
Please apply if this sounds like a fit with your background!
$57k-85k yearly est. 20d ago
Financial Advisor
Shore United Bank 4.7
Finance consultant job in Waldorf, MD
Shore United Bank is seeking a full-time Financial Advisor to join our team. A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. They are responsible for working with clients, prospects and staff to meet client objectives and achieving revenue production goals assigned as part of the division's annual operating plan. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability to execute investment transactions.
Essential Functions Include:
* Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
* Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
* Securing stocks and bonds and establishing progressive savings accounts
* Moving money from accounts per industry and federal regulations
* Performing market research to stay current with financial trends
* Preparing financial documents, such as income projections and investment reports
* Maintaining compliance with all rules and regulations in the financial industry
* Identifying and pursuing potential clients to maintain a strong client base
* Develops and maintains a high level of knowledge of investment disciplines
* Develops and maintains new client files with the support of the administrative team
* Adheres to all Compliance Rules and Regulations set forth by NASD, Broker-Dealer and Bank Compliance Departments
* Attends various community functions to promote services provided
* Achieves goals assigned as part of the Department's annual operating plan:
* Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis
* Solicits new business from present and prospective customers
* Promotes an environment and culture to support and improve sales and referral activities to meet overall defined goals
* Responds to referrals within a reasonable timeframe not to exceed two (2) business days
* Coordinates specific work tasks with other personnel within the division as well as with other branches/departments to ensure the smooth and efficient flow of information
* Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
* Communicates with management and staff personnel to integrate goals and activities
* Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy
* Maintains appropriate records and provides assigned reports
Location: Waldorf Branch - 3035 Leonardtown Rd, Waldorf, MD 20601
Position Type/Expected Hours of Work:
* Full-time.
* Exempt.
* Days of Work: Monday-Friday
Required Education and Experience:
* High school diploma/GED equivalent required.
* A BS or BA degree in Finance or related field preferred.
* Active status required: Series 7 Licensing; Series 63 and 65 (or 66) Licensing; Insurance Licensing in Life, Health, and Variable Annuities.
* Minimum experience within a wealth management role: 1-5 years (Financial Advisor I) or 5-10 years (Financial Advisor II)
* Must have the ability to travel to meet with various clients and attend community events as needed.
* Experience on LPL Financial ClientWorks platform and/or Fi-Tek GWES Platform preferred
* Certified Financial Planner (CFP); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered FinancialConsultant (ChFC) preferred
Compensation:
* The pay range for this position is:
* Financial Advisor I (1-5 years experience) - $60K base plus production commission
* Financial Advisor II (5-10 years experience) - $65K base plus production commission
* Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
* Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
* Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
* Paid parental leave
* 401k savings plan with up to a 4% company match
* Employee Stock Purchase Plan
* Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
* Opportunity for growth and advancement
* Paid training program and continuous training sessions throughout the year on various topics
* Generous paid time off and paid sick time
* Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
$60k-65k yearly Auto-Apply 60d+ ago
Freelance Accounting, Tax, Financial Advisers
Advanceqt.com
Finance consultant job in Washington, DC
Freelance Accounting, Tax, financial adviser and consultants services online. All services are remote on a freelancer online platform for open vendor hire. You work as a Freelance Independent worker online, remote and or location work. Need a smart phone and lap top or desk top computer to operate your account, and or perform work.
We provide a platform and you work for various clients, work when you are available to work, set you work rate, and get paid.
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
Analyst - Investment Banking
Friedman, Billings, Ramsey Group, Inc. 4.2
Finance consultant job in Arlington, VA
The Analyst role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Analyst. Ability and willingness to undertake travel is required. This position is located in our Los Angeles, California office.
Required Skills and Competencies
* Minimum 1-2 years of experience at a professional services firm, consulting firm, audit firm or investment banking.
* Track record of consistently delivering high-value work to meet client's needs.
* Strong financial analysis and modeling skills. Strong understanding of financial statements.
* Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment.
* Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence.
* Advanced knowledge of Excel and PowerPoint.
* Exceptional customer service and interpersonal skills.
* An undergraduate degree from a top academic institution and a strong GPA required.
* Advanced degree(s) and applicable professional certification(s) are preferred.
About B. Riley FBR, Inc.
B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************
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
How much does a finance consultant earn in Herndon, VA?
The average finance consultant in Herndon, 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 Herndon, VA
$74,000
What are the biggest employers of Finance Consultants in Herndon, VA?
The biggest employers of Finance Consultants in Herndon, VA are: