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Investment Consultant- Virginia Beach, VA
Charles Schwab 4.8
Finance consultant job in Virginia Beach, VA
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
$88k-160k yearly est. 1d ago
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VP, Equipment Finance Originator
Jamie Grayem
Finance consultant job in Raleigh, NC
Vice President, Equipment Finance Originator Raleigh, NC $145,000 to $185,000+ Full benefits package + Bonus + Paid Relocation Assistance
HYBRID REMOTE
The VP, Equipment Finance Originator is a high-visibility sales leadership role focused on driving revenue through the strategic origination of equipment finance transactions. As a senior subject matter expert, you will serve as the bridge between complex capital equipment needs and the bank's sophisticated financial solutions.
This role is designed for a "hunter" who can navigate the nuances of the Raleigh/North Carolina market, effectively leveraging internal bank partnerships while maintaining an aggressive external prospecting cadence.
Primary Responsibilities
Revenue Generation: Lead the origination effort for new equipment finance transactions, focusing on high-value business development and market share expansion.
Strategic Advisory: Work as a consultative partner to commercial clients, identifying capital equipment needs and structuring sophisticated "true lease" and finance solutions.
Bank Integration: Partner closely with Regional Managers and Commercial Relationship Managers to unlock opportunities within the existing bank portfolio and represent the equipment finance division in high-level cross-functional meetings.
Transaction Management: Oversee the lifecycle of the deal, from initial pricing and financial modeling to structuring, documentation, and final closing.
Risk & Compliance: Maintain the highest standards of risk management, ensuring all transactions align with regulatory laws and the corporation's credit and compliance framework.
Candidate Requirements
Education: Bachelor's Degree (BA/BS) in Finance, Business, or a related field.
Experience: 5-7+ years of proven success in equipment finance or commercial lending within a banking environment.
Financial Sophistication: Ability to analyze complex financial statements and structure deals based on client tax, accounting, and cash flow requirements.
Proven Track Record: Demonstrated ability to meet or exceed aggressive sales quotas and originate new business in a competitive landscape.
Leadership Qualities: Exceptional interpersonal skills with the ability to influence internal stakeholders and external C-suite decision-makers.
Mobility: Valid Driver's License; willingness to travel within the designated geography to meet with clients and prospects.
Technical Skills
Advanced understanding of equipment finance pricing and documentation.
Proficiency in MS Office Suite (Intermediate to Advanced Excel).
Strong project management and organizational capabilities.
Why Join This Firm?
Stability & Growth: Join an institution with over 700% asset growth since 2005.
Reputation: Represent a brand consistently ranked among the "World's Best Companies" by
TIME
.
Culture: Benefit from a workplace culture that prioritizes diversity, innovation, and employee engagement.
$145k-185k yearly 36d ago
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.
Receive tips & info on cleared job search, security clearances and career development.
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$67k-110k yearly est. 1d ago
Chief Financial Officer / VP of Finance JAARS Covering the last mile
Missio Nexus 3.6
Finance consultant job in Charlotte, NC
JAARS is actively seeking a Vice President of Finance / Chief Financial Officer who will bring professional financial experience, along with a heart for missions and serving, to lead in a time of growth and opportunity. We bring a 77+ year history of global mission aviation ministry with a deep commitment to see people's lives transformed as they hear the gospel of Jesus Christ and experience God's Word in their own languages. This role combines professional financial expertise with a deep commitment to Christian service and stewardship, as this individual will oversee and lead all financial functions of the organization, ensuring integrity, transparency, and alignment with JAARS' mission and values. The CFO will play a critical role in the strategic leadership of the organization by overseeing financial operations, planning, and risk management, and guiding fiscal policy and sustainability.
Spiritual Maturity and Personal Character:
The CFO must have an active and growing relationship with Jesus Christ that includes a faithful, personal walk with the Lord, membership and involvement in a local evangelical church where the scriptures are faithfully proclaimed, the ability to encourage others in their spiritual growth, and a commitment to handling all their personal relationship (both personal and professional) in a Biblical and godly manner.
Embrace the vision, mission, and core values of JAARS
Position Responsibilities
Collaborate with other members of the Senior Leadership Team (SLT) to track progress of the organization's objectives. Provides financial strategic input, and leadership on issues affecting the organization
Maximize JAARS' financial resources by implementing best practices and improvement plans
Ensure the organization conducts its business in compliance with IRS and other applicable laws and regulations, by providing advice, training, and risk assessment
Supervise the annual audit, 990 filing, inquiries, and related remediation
Development, adjust, and oversee the annual review of the operations budget
Provide leadership and direction to the finance team by maintaining an environment of respect, accountability, motivation, and professional growth
Communicate with a diverse group of stakeholders as an executive leader
Ensure the financial activities of JAARS, a 501(c)(3) international non-profit, maintain compliance with board policies, GAAP and FASB standards, Treasury, IRS, state, ECFA, cross-border regulations and financial policies, and other applicable requirements
Ensure financial operations embrace best practices in all areas, and lead improvement initiatives as needed
Lead and oversee the financial aspects of strategic and operational planning, as well as ongoing operations, by ensuring the board, leaders, and managers have clear, accurate, and timely financial information relevant to their responsibilities, while understanding and striking the right balance between financial control and operational trust and empowerment
Provide executive sponsorship and leadership of our NetSuite ERP implementation, ensuring operational effectiveness across JAARS, and stewarding the necessary future enhancements
Ensure JAARS maintains adequate insurance coverage against theft, casualty, and liability losses
Coordinate the external audit and engage with the SIL Audit Committee in the audit process and collaborative improvement
Other duties as directed by the President
Position Requirements
Thorough understanding of organizational financial budgeting, planning, analysis, forecasting, risk management, policies, audit, compliance, and team management
Demonstrated skills in strategic planning and prioritization to focus organizational direction and the use of resources
Financial management expertise with oversight of a substantial budget
Five Years of experience working with non-profit organization(s). CFO-level experience is desirable but not required
Demonstrated ability to lead and oversee the financial domain of a non-profit organization, ideally with an international focus
Demonstrated ability to lead the ongoing enhancements of a cloud-based ERP system, including digital transformation across organizational domains;
Experience with NetSuite is highly desirable
Proven written and oral communication skills in English
Ability to train other leaders in financial principles and practices
Detail-oriented understanding of financial activities and processes, and the ability to synthesize high-level strategy into effective operational execution
Demonstrated ability to learn and develop personally, as well as helping a team learn and grow
A bachelor's degree is required, ideally in finance or accounting, though demonstrated experience in non-profit financial operations is acceptable; a Certified Public Accountant license is desired but may be waived based on previous experience
Travel requirements are limited, though national and international travel are possible
JAARS is a 501(c)(3) non-profit Christian ministry located on a beautiful, 630-acre campus south of Charlotte, North Carolina. At our campus headquarters, we have a private airport with public access, full maintenance facility, office and training space for JAARS staff and close partners, and nearly 100 housing units.
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$93k-145k yearly est. 5d ago
Investment Sales Analyst / Due Diligence Coordinator
CBRE 4.5
Finance consultant job in Charlotte, NC
Job ID
256399
Posted
16-Jan-2026
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Capital Markets
**About the Role:**
As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and marketing of small to medium sized commercial real estate properties for clients.
This job is part of the Brokerage job function. They are responsible for the buying, selling, and letting of residential, office, and commercial properties on behalf of clients for occupation.
**What You'll Do:**
+ Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base.
+ Provide tenants and landlords with pertinent information on leasing availability, current market conditions, and property values.
+ Accompany prospective clients to property sites to discuss property features, leasing rates, and terms.
+ Compile property data tenant surveys, summary reports, maps, status updates, and presentations for listing or tenant representative assignments.
+ Assist with request for proposals. Evauluate data and prepare real estate reports on average rent, tenants in the market, historical data, and market comparisons.
+ Gather materials necessary for transactions such as listing agreements, commission agreements, leases, and sales agreements.
+ Prepare offers, term sheets, and lease amendments.
+ Assist attorneys in preparing real estate contracts such as deeds, leases, and mortgages.
+ Maintain current knowledge of market conditions, property values, and legislation that may affect the real estate industry.
+ Draft correspondence to existing and prospective clients. Gather and distribute marketing materials.
+ Have some knowledge of standard principles with limited practical experience in applying them.
+ Lead by example and model behaviors that are consistent with CBRE RISE values.
+ Impact the quality of own work.
+ Work within standardized procedures and practices to achieve objectives and meet deadlines.
+ Exchange straightforward information, asks questions and check for understanding.
**What You'll Need:**
+ Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Ability to use existing procedures to solve standard problems.
+ Experience with analyzing information and standard practices to make judgments.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
+ Organizational skills with a strong inquisitive mindset.
Why CBRE?
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
Our Values in Hiring
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
Disclaimers
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at *************
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
$61k-99k yearly est. 1d ago
Delivery Consultant-DevOps, WWPS ProServe
Amazon 4.7
Finance consultant job in Herndon, VA
Application deadline: Jan 23, 2026
The Amazon Web Services Professional Services (ProServe) team is seeking a skilled Delivery Consultant to join our team at Amazon Web Services (AWS). In this role, you'll work closely with customers to design, implement, and manage AWS solutions that meet their technical requirements and business objectives. You'll be a key player in driving customer success through their cloud journey, providing technical expertise and best practices throughout the project lifecycle. Possessing a deep understanding of AWS products and services, as a Delivery Consultant you will be proficient in architecting complex, scalable, and secure solutions tailored to meet the specific needs of each customer. You'll work closely with stakeholders to gather requirements, assess current infrastructure, and propose effective migration strategies to AWS. As trusted advisors to our customers, providing guidance on industry trends, emerging technologies, and innovative solutions, you will be responsible for leading the implementation process, ensuring adherence to best practices, optimizing performance, and managing risks throughout the project.
The AWS Professional Services organization is a global team of experts that help customers realize their desired business outcomes when using the AWS Cloud. We work together with customer teams and the AWS Partner Network (APN) to execute enterprise cloud computing initiatives. Our team provides assistance through a collection of offerings which help customers achieve specific outcomes related to enterprise cloud adoption. We also deliver focused guidance through our global specialty practices, which cover a variety of solutions, technologies, and industries.
This position requires that the candidate selected must currently possess and maintain an active TS/SCI security clearance with polygraph. The position further requires the candidate to opt into a commensurate clearance for each government agency for which they perform AWS work.
It is expected to work from one of the above locations (or customer sites) at least 1+ days in a week. This is not a remote position. You are expected to be in the office or with customers as needed.
Key job responsibilities
As an experienced technology professional, you will be responsible for:
-Designing and implementing complex, scalable, and secure AWS solutions tailored to customer needs
-Providing technical guidance and troubleshooting support throughout project delivery
-Collaborating with stakeholders to gather requirements and propose effective migration strategies
-Acting as a trusted advisor to customers on industry trends and emerging technologies
-Sharing knowledge within the organization through mentoring, training, and creating reusable artifacts
About the team
Diverse Experiences - AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job below, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS? - Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Inclusive Team Culture - Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (diversity) conferences, inspire us to never stop embracing our uniqueness.
Mentorship & Career Growth - We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Work/Life Balance - We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
Basic Qualifications
- Bachelor's degree in Computer Science, Engineering, related field, or equivalent experience
- 3+ years of experience in cloud architecture and implementation
- 3+ years of design, implementation, consulting experience with distributed applications or equivalent education experience
- 3+ years of software development tools and methodologies
- Current, active US Government Security Clearance of TS/SCI with Poly
Preferred Qualifications
- AWS experience preferred, with proficiency in a wide range of AWS services (e.g., EC2, S3, RDS, Lambda, IAM, VPC, CloudFormation)
- AWS Professional level certifications (e.g., Solutions Architect Professional, DevOps Engineer Professional) preferred
- Experience with automation and scripting (e.g., Terraform, Python)
- Knowledge of security and compliance standards (e.g., HIPAA, GDPR)
- Strong communication skills with the ability to explain technical concepts to both technical and non-technical audience
- 5+ years of experience in infrastructure architecture, database architecture, networking, and technology/software sales consulting
- Professional experience architecting, deploying, and operating solutions on AWS, including migrating or transforming legacy customer solutions to the cloud and managing highly available data center operations with an understanding of federal government security requirements
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
The base salary range for this position is listed below. For salaried roles, your Amazon package will include listed sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at ***************************************************** .
Colorado $131,300 - $177,600 annually
National $118,200 - $204,300 annually
$131.3k-177.6k yearly 2d 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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Job Information
State of Tennessee Job InformationOpening Date/Time01/06/2026 12:00AM Central TimeClosing Date/Time01/26/2026 11:59PM Central TimeSalary (Monthly)$5,647.00Salary (Annually)$67,764.00Job TypeFull-TimeCity, State LocationElizabethton, TNDepartmentEducation
LOCATION OF (1) POSITION(S) TO BE FILLED: DEPARTMENT OF EDUCATION, ADMINISTRATION DIVISION, CARTER COUNTY
This position serves the First TN region, which is located in the states far northeast.
For more information, visit the link below:
Working Title: Regional FinanceConsultant
Qualifications
Education and Experience: Graduation from an accredited college or university with a bachelor's degree and at least three years of full-time work experience in accounting, finance, budget, or related fields.
OR
Master's degree with concentration in business, accounting, or finance and at least one year of full-time related work experience.
Necessary Special Qualifications:
Applicants for this class must:
Possess a valid drivers license.
Overview
Under general supervision, is responsible for accounting, budget and fiscal consultation of considerable difficulty; and performs related work as required. This classification is not within a series. Incumbents in this classification are employed in the Center for Regional Excellence (CORE) unit within the Tennessee Department of Education (TDOE) and consult with local education agencies (LEAs) regarding local, state, and federal-level financial strategies.
Responsibilities
Serves as subject matter expert on local, state, and federal fiscal policies and procedures for local education agencies (LEAs). Advises LEAs on efficient use of resources across all funding streams toward student achievement goals.
Develops strategies for the efficient use of financial resources in order to assist LEAs in meeting student achievement goals. Strategically organizes fiscal matters appropriately based on departments systems for consolidated planning and monitoring.
Analyzes the use of funds to help LEAs identify potential redundancies across programs to ensure efficient use of resources. Assists LEAs with preparation and submission of appropriate budgetary and fiscal documents, including preliminary budgets, amendments as needed, and reports.
Advises LEAs on alternative or additional sources of revenue (e.g., competitive grants, foundations, partnerships, etc.). Advises LEAs on how to perform complex reconciliations of general ledger accounts and in the preparation of complex financial activity reports.
Consults with LEAs on the need for alignment between fiscal matters and programmatic plans and initiatives. Assists LEAs in practically connecting fiscal matters with programmatic plans and initiatives.
Assists CORE directors with LEA planning processes and providing fiscal advice. Collaborates closely with CORE director and coordinated monitoring specialist to ensure alignment on consolidated planning, monitoring and finance.
Communicates essential financial information to internal and external stakeholders. Communicates complex accounting principles and fiscal matters to non-experts.
Provides professional development and technical assistance concerning internal controls, fiscal policies and procedures in order to build capacity within the LEA. Conducts training in departmental policies, procedures, processes, and software systems.
Competencies (KSA's)
Competencies:
Drives Results
Global Perspective
Self-Development
Builds Effective Teams
Manages Ambiguity
Knowledges:
Economics and Accounting
Administration and Management
Microsoft Excel
Skills:
Speaking
Social Perceptiveness
Critical Thinking
Instructing
Time Management
Abilities:
Written Comprehension
Category Flexibility
Information Ordering
Deductive Reasoning
Visualization
Tools & Equipment
Personal Computer
Telephone
Fax Machine
Scanner/Copier
Calculator
$67.8k yearly 3d ago
Strategic Finance Director, US Federal SaaS
Workday, Inc. 4.8
Finance consultant job in McLean, VA
A leading enterprise software firm is seeking a Finance Director to support the US Federal Go-To-Market team. This role is crucial for managing financial governance and decision-making for government contracts, requiring significant experience in the technology sector. The successful candidate will ensure compliance with federal regulations while providing strategic financial insights. A collaborative and dynamic work environment awaits the right leader.
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$117k-156k yearly est. 1d ago
Financial Analyst (Healthcare Reimbursement)
Comrise 4.3
Finance consultant job in Nashville, TN
Duration: 6 months
Pay Rate: $41-43/hour on W2
Hours: M-F 8am to 5pm
Works with the Financial Services team to support the reimbursement staff in the areas of Medicare DSH claimed on the Filed Cost Reports.
They will also prepare the S-10 Charity/Uninsured and Bad Debt Analysis for the cost report filings.
Major Responsibilities:
Medicare DSH Reimbursement
Accumulate Medicaid eligible days for the Disproportionate Share Reimbursement Calculation on the Filed Cost Report
Assist in supporting all DSH Audits
Completing Appeal Package for DSH related appeals
Performing Medicaid eligibility rematches as needed on a hospital by hospital basis.
Compile all documentation to support the DSH related protest calculations on the filed cost report.
Worksheet S-10:
Complete S-10 Charity/Uninsured Analysis for the filed cost report based upon the current regulations, by performing the steps in the Access model as required
Complete the Bad Debt GL Reconciliation between S-10 and the hospital's general ledger
Assist with supporting all S-10 audits
Compile the 1115 waiver protest days for the states in which this protest applies
Cost Report Simplification
Assist the Financial Services team with supporting the Dodeca tools used by the reimbursement stafff
Compile the CR statistics Dodeca tool for each hospital
Performs other duties as assigned
Requirements:
Bachelor's degree in finance, accounting, or related field
5 years of experience in healthcare reimbursement, demonstrating a working understanding of Medicare regulations and reimbursement principles
Highly proficient in Microsoft Office (strong analytical skills using Excel and Access - using tables, queries, and forms) with the ability to efficiently process and interpret significant amount of patient related data
Knowledge of patient accounting systems
Must have an expert command of Microsoft Office (tables, queries, and forms) and the ability to interpret large volumes of patient-related data.
Must have strong knowledge of Medicare third-party billing, reimbursement, and regulatory compliance.
$41-43 hourly 4d ago
Financial Advisor - Richmond, VA
Navy Federal Credit Union 4.7
Finance consultant job in Richmond, VA
To provide financialconsulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Responsibilities
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Qualifications
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 5445 Glenside Dr, Richmond, Virginia 23228
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
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
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
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.
$55k-75k yearly 4d ago
Senior Financial Analyst
The Judge Group 4.7
Finance consultant job in Columbia, TN
The Judge Group is currently hiring a Senior Financial Analyst for a fantastic client of ours in Columbia, TN! This is a direct hire, full time position. Interested and qualified candidates are encouraged to apply!
The Senior Financial Analyst is an integral member of the Fiscal Planning department, working under the supervision of the Controller. This role serves as a liaison between Finance and department managers, ensuring accurate financial reporting against budgets and benchmarks. The position collaborates with the Management Team to develop annual capital and operating budgets, monitors biweekly productivity, and provides monthly and ad hoc reporting.
Key Job Responsibilities
Create, validate, and distribute monthly financial reports.
Conduct monthly financial review sessions with department managers.
Prepare monthly net revenue calculations and reconciliations.
Act as liaison between Finance and department managers.
Develop annual capital and operating budgets with manager input.
Serve as backup for biweekly productivity reporting and system maintenance.
Provide education and training on financial topics and fiscal planning tools across the organization.
Fulfill data requests related to strategic planning and projects.
Compile and report monthly statistics.
Expand utilization of financial and reporting systems.
Key Values and Standards
Demonstrate teamwork and collaboration.
Uphold organizational values and service excellence.
Support patient-centered care and stewardship of resources.
Meet educational and competency requirements.
Job Requirements
Experience:
Required:
5 years in Finance or Accounting
Preferred:
5 years in Financial Analytics
Skills:
Strong analytical and problem-solving skills
Proficiency in financial reporting systems and tools
Excellent communication and interpersonal skills
$65k-86k yearly est. 1d 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
Financial Analyst- Audit/Assurance Public Accountant
Stevendouglas 4.1
Finance consultant job in Morrisville, NC
*** You must currently reside within 20 miles of Morrisville, NC to be considered for this role. ***
A growing, PE-backed healthcare organization with strong backing and ongoing acquisitions is seeking a Financial Analyst to support its expanding finance function. This newly created role is designed for someone eager to learn the business, collaborate with leaders, and take ownership of critical financial processes.
The Opportunity:
This is a hands-on role with broad exposure across accounting, FP&A, and business partnering. You'll work directly with senior finance leaders and cross-functional teams, gaining insight into every part of the organization. The environment is fast-moving, collaborative, and entrepreneurial ideas are welcomed, decisions are made quickly, and impact is immediate.
The role is ideal for someone coming from public accounting who wants to get closer to the business and grow beyond traditional audit work. The team is open to pushing a start date until after the busy season, but would like to meet you now!
What You'll Do:
• Manage monthly financial close procedures for multiple entities
• Perform first-level P&L reviews and partner with accounting to ensure accuracy
• Prepare weekly budget vs. actual reports and quarterly incentive calculations
• Build monthly KPI reporting and financial packages
• Execute ad hoc projects such as brand-level analysis, including OpEx, headcount, and retention
• Collaborate cross-functionally and proactively identify opportunities to improve processes
Qualifications:
• Coming from a Big 4 or large regional public accounting firm (2+ busy seasons)
• Curious mindset with strong analytical skills
• Excellent communication and a professional, friendly presence
• Self-starter who enjoys solving business problems and jumping into new challenges
Work Environment:
• Hybrid: 2 days per week on-site for collaboration- Morrisville, NC
$54k-72k yearly est. 2d ago
Consultant
Aarete 4.1
Finance consultant job in Vienna, VA
AArete is one-of-a-kind when it comes to consulting firm culture.
We're a global, innovative management and technology consulting firm with offices in the U.S., India, and Europe. Our name comes from the Greek word for excellence: "Arete." And excellence is exactly what we strive for.
We're celebrating our fourth year as one of Forbes' World's Best Management Consulting Firms - and our success starts with our people. From robust career development planning to competitive life and wellness benefits, AArete's "Culture of Care" takes a holistic approach to the employee experience.
AAretians (our team members) are leaders at every level. You are encouraged to unlock your full potential by directly contributing to our mission and prioritizing personal development and fulfillment.
The Role
As an AArete Consultant, you will collaborate closely with clients to understand their most pressing challenges and develop strategies for meaningful change. You will leverage your analytical expertise, entrepreneurial mindset, and commitment to excellence to drive results.
With strong critical thinking skills, exceptional communication abilities, and a high-performing mindset, you are recognized as a self-starter. You leverage your analytical reasoning to determine the best ways to evaluate data and identify insightful elements that translate into client findings or recommendations. You take initiative in researching business challenges to understand market conditions, consistently bringing your perspective forward. Your resourceful and innovative approach to problem solving allows you to analyze data and build business cases that support project success and maximize value.
In this role, you will apply deep expertise in data analytics, business case development, client stakeholder collaboration, and executive communications. You will be responsible for executing project goals and deliverables with precision while solving complex business challenges for both clients and internal initiatives, giving leadership leverage by providing client-ready, high-quality, insightful deliverables. Your contributions will have a lasting impact, shaping strategies and driving measurable outcomes.
Work You'll Do
As an AArete Consultant, you will support projects and drive successful outcomes through the following:
Conducting in-depth analysis and research to identify and understand market dynamics, industry leading practices, and business challenges
Leveraging and conducting data analysis to uncover insights and develop potential solutions for clients
Identifying potential solutions to business challenges through research, interviews, internal collaboration with other AArete teams and data analysis
Assisting in the creation of business cases, delivering actionable recommendations, and supporting the implementation of initiatives, including cost savings and operational improvement
Developing and delivering presentations that communicate key insights and recommendations, concisely presenting information using clear, industry-appropriate language
Collaborating closely within your project team to ensure alignment and success, acting as an accountable team member who works together with others to reach a common goal
Learning from senior team members and attending trainings to continuously develop your skills and expertise, showing eagerness, curiosity, and reception to feedback
Leading and mentoring Analysts, fostering their growth and development by modeling strong communication, accountability, and teamwork
Preparing polished deliverables, with a focus on storytelling, for final review with the engagement manager
Exercising excellent judgment, clear communication, and a solution-oriented approach in all aspects of your work
Managing client stakeholder and vendor relationships to understand challenges, develop solutions and implement improvements
Delegating tasks as necessary to accelerate delivery within our Intern, Analyst and global support teams
Collaborating across other AArete solutions in identifying client challenges and escalating to leadership to contribute in cross-selling and up-selling
Other duties as assigned
Requirements
2+ years of experience in consulting, professional services, healthcare operations, or other relevant industries with demonstrated project-based, analytical, and client-facing responsibilities
Bachelor's degree required
Advanced proficiency utilizing Microsoft Office applications, especially Excel and PowerPoint, and basic SQL for data analysis
Strong analytical skills, with the ability to analyze and interpret data, identify client profitability improvement opportunities, and develop actionable business cases
Strong professional communication skills, including expertise in written, verbal, and interpersonal communication, as well as in-person presentations
Passion to solve challenges for our clients in the healthcare industry, particularly within payer processes and data
Ability to work within diverse project teams both internally and client facing
Enthusiasm for joining a fast-paced, high-growth company and contributing to the development of business architecture in technology applications and tools
High self-motivation, accountability, and a collaborative spirit
Willingness to engage in direct client interaction, including travel to client locations
Must be legally authorized to work in the United States without the need for employer sponsorship
Preferred Requirements
Strong preference for experience in the payer and healthcare industry, including candidates with provider backgrounds who have worked with payers (e.g., managed care contracting)
Experience with healthcare claims analytics and/or network analytics, with strong understanding of payer/provider contracts, reimbursement language, and key terms
Experience with AArete's other focus industries: Pharmacy, Financial Services, Retail, Manufacturing, Higher Ed, or Technology & Professional Services
Cost reduction and process improvement experience within relevant client industries (Healthcare, Financial Services, Retail, Higher Ed, etc.)
Experience in healthcare systems and digital platforms, including Provider Data Management, Claims Adjudication (e.g., Facets, QNXT, etc.), and related tools, with the ability to leverage these systems to improve data quality, operational efficiency, and end-to-end healthcare processes
Based in Chicago, IL, and able to work from our Chicago office as needed
Compensation & Benefits
Flexible PTO, monthly half-day refuels, volunteer time off, 10 paid holidays
Own Your Day flexible work policy
Competitive majority employer-paid benefits: Medical, Dental, Vision, 401K Match
Generous paid parental leave options
Employer paid Life Insurance, Short-Term Disability, and Long-Term Disability
Charitable contribution matching program
New client commission opportunities and referral bonus program
Bike share discount program
The estimated base salary range for this position is $84,000 - $102,000. In addition to this base salary, individuals may be eligible for an annual discretionary bonus. This range is a part of a competitive, total compensation package together with our majority employer-paid benefits and incentive pay for eligible roles. Please note that this range is a guideline and individual total compensation may vary due to numerous factors including but not limited to experience level, certifications, and other relevant business considerations.
AArete will accept applications until the position is filled. The job posting will be removed once the role is no longer available.
We put humans at the center of our work
We're a global management and technology consulting firm specializing in strategic profitability improvement, digital transformation, and strategy & change for clients. Our cross-industry solutions are powered by a digital-first mindset, market intelligence, and data-driven approach to deliver purposeful change, actionable insights, and guaranteed results.
But what sets us apart is our people. We are guided by our deeply embedded guiding principles: Excellence, Passion, Loyalty to Clients, Stewardship, Family, Community, Sustainability, and Inclusion.
And we've been recognized as a top firm to work for by companies like Forbes, Top Workplaces Chicago Tribune, and Consulting Magazine.
We've earned aGreat Place to Work Certification and been named a World's Best Management Consulting Firm by Forbes, Vault'sTop 50 Firms to Work For, Crain's Chicago Business Fast 50, Inc 5000'sFastest Growing Firms, and Consulting Magazine'sFastest Growing Firms.
Learn moreabout our award-winning culture
We are an Equal Employment Opportunity Employer
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-DNI
$84k-102k yearly 5d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance consultant job in Johnson City, TN
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 37d ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Johnson City, TN
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$57k-102k yearly est. Auto-Apply 14d ago
Financial Advisor - Southwestern VA
Thrivent Financial for Lutherans 4.4
Finance consultant job in Bristol, VA
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program.
Job Description
As a Thrivent Financial advisor, you'll:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
* Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$50k-99k yearly est. Auto-Apply 60d+ ago
Financial Analyst
Jost International 4.4
Finance consultant job in Greeneville, TN
About the Company:
JOST International began as a small business in the early 1980s, where we submitted the patent application for the very first steel cast fifth wheel coupling. Since our start in Grand Haven, Michigan, JOST International has grown to become a world market leader for fifth wheels and landing gear and an international supplier for the commercial trucking industry.
Though we've grown through the years, JOST International is proud to retain the same values and principles that launched our business decades ago - a dedication to safety and continuous innovation, and above all, a close relationship with our customers and our employees.
Jost International is a leading Tier 1 supplier in the automotive industry, specializing in innovative solutions for the commercial truck, trailer, and agriculture markets. Our commitment to quality, customer satisfaction, and continuous improvement has established us as a trusted partner to OEMs and major industry players.
Position Overview:
The Financial Analyst plays a critical role in supporting strategic and operational decision-making within the business. This position is responsible for conducting in-depth financial analysis, forecasting, and reporting to drive performance, cost control, and profitability across manufacturing, sales, and supply chain operations. The role requires close collaboration with cross-functional teams including operations, engineering, procurement, and sales to interpret data, identify trends, and provide actionable insights. A strong understanding of capital-intensive industries, market cycles, and complex cost structures (including materials, labor, and logistics) is essential.
This role requires proficiency in financial modeling, budgeting, variance analysis, and KPI reporting, as well as the ability to communicate complex financial concepts to both financial and non-financial stakeholders.
This position can be located in Tennessee or Michigan
Key Responsibilities:
Costing and Variance:
Build/ maintain standards; partner with Engineering/Supply Chain on BOMs, routings, labor/overhead rates.
Analyze PPV; labor/overhead absorption, scrap, rework, inventory adjustments; drive root-cause fixes.
Month Close (ERP-Driven):
Run ERP month-end routines; material re-costing, cost center expense reviews, margin analysis, inventory reconciliations.
Validate moving-average and standard costs, catch price/receiving unit errors before they post.
Own accruals for freight, duties, rebates, and inventory adjustments; reconcile CapEx, prepaids, open POs to the trial balance.
Deliver manufacturing P&L packs and margin bridges that break down vol/mix/price/PPV/absorption/FX with zero hand-waving.
Plant/ Operations Support:
Model run rates, yields, and capacity; tie KPIs to floor reality (OEE, scrap, throughput, on-time).
Partner with production leaders to execute actions from your analysis and close the loop.
Forecasting, Budget, & CI:
Rolling forecast and annual plan; scenario modeling on volume/mix, price, surcharges, FX, tariffs.
Cost-down and CI initiatives, make-vs-buy, product launches/ECNs, footprint and CapEx business cases.
Commercial Analytics & Inventory Control:
Monitor cycle counts and valuation; investigate WIP aging, backflush errors, cut-off, reserves.
Enforce material master discipline (prices, units, sourcing) and ECN impacts on cost.
SKU/ customer profitability; price/mix and rebate tracking; margin improvement actions with Sales.
Requirements
Qualifications:
Education: Bachelor's in Finance/Accounting/Econ/Industrial Engineering (or equivalent). MBA/MS a plus, not mandatory.
Experience: Large-company or multi-plant manufacturing (automotive, heavy truck, off-highway, hydraulics, metal fab, tier-1/2).
Controlling toolkit: standard costing, BOM/routing fluency, variance analysis, inventory accounting, margin walks.
ERP chops: you've run close cycles (material costing, variance analysis, inventory reconciliations, margin bridges) in a tier-1 system (SAP, Oracle, Infor, JDE, etc.).
Analytics that change behavior-you've presented to Ops and driven action with measurable impact.
Tools: Excel power user + Power BI (DAX a plus).
Skills and Competencies:
SQL/Python for data wrangling; EDI/surcharge logic; FX and transfer-price basics.
MES/shop-floor data exposure; Lean/CI experience.
CPA/CMA (or in progress)
Detail-accurate, deadline-reliable.
Compensation and Benefits:
Competitive salary and performance-based incentives.
Comprehensive benefits package, including health, dental, and vision insurance.
Professional development and career advancement opportunities.
Physical Requirements:
This is primarily a sedentary role within an office setting. While performing duties of this job, the employee will regularly; sit, stand, walk, reach, bend, twist and rarely will be required to stoop, kneel, lift or move objects of less than fifty pounds.
I will be given written work instructions on how I am to perform this job and I will be fully trained in this position according to those work instructions. I understand that if I fail to perform, I will be disciplined, leading up to and/or including termination of my employment.
$50k-83k yearly est. 40d ago
GEAR UP Financial Specialist
East Tennessee State University 4.1
Finance consultant job in Johnson City, TN
The GEAR UP Financial Specialist supports the financial integrity and operational success of the GEAR UP federal grant by leading budgeting, reporting, and compliance functions for the program. This position develops and monitors annual grant budgets in partnership with the Program Director, manages day-to-day expenditures, and ensures all financial activity aligns with federal Uniform Guidance, district procedures, and university policies. This is a grant-funded position with a seven (7) year lifespan.
The Financial Specialist maintains complete and auditable financial records, prepares reports for funders and internal stakeholders, and serves as the primary fiscal liaison to ETSU Finance, partner school districts, auditors, and external organizations. Working closely with GEAR UP staff, the Specialist provides guidance and training on purchasing, travel, and financial procedures to ensure appropriate and strategic use of grant funds. The position also assists with budget revisions, supports sustainability planning, and contributes to the effective implementation of GEAR UP initiatives across multiple schools and partner sites.
As a key member of the GEAR UP team, the Financial Specialist helps safeguard program resources and strengthens the financial systems that enable GEAR UP to meet its goals for student success.
Knowledge, Skills, and Abilities
* Knowledge of the operation of a GEAR UP or similar type programs.
* Knowledge of guidelines established by the U.S. Department of Education as stated in the Education Department General
* Administrative Regulations, 0MB A-121, Uniform Guidance, Federal Register and the approved grant.
* Knowledge of established university policies, regulations, and services. Knowledge of administration and organization of secondary school systems. Strong knowledge of federal and state grant compliance regulations.
* Experience with budget development, forecasting, and financial reporting. Proficiency in accounting software, spreadsheets (Excel), and data systems. Strong analytical, organizational, and problem-solving skills.
* Ability to communicate effectively with program staff, district finance offices, and external auditors.
* Attention to detail and ability to meet strict deadlines
Required Qualifications
* Bachelor's degree in business administration, finance, or accounting or related field.
* Three years of experience in grant management, grant compliance, public sector accounting, financial administration and/or performance reporting.
Preferred Qualifications
* Master's degree
Compensation & Benefits
* Job Family - Financial Associate 4
* Market Range - 6 (Salary Schedules)
* For information on benefits please visit ***************************************
Application Instructions
* Exempt positions are only required to be posted for a minimum of fourteen (14) calendar days. The closing date for this posting is subject to change without notice to applicants.
* Employment contingent on a satisfactory background check.
University Overview
East Tennessee State University (ETSU) is an institution with over 14,000 diverse students highly ranked graduate and undergraduate programs. Located in the Southern Appalachian Mountains of Northeast Tennessee, ETSU serves as a hub for community, discovery, and service. Aligned with the institution's mission, we value efforts to engage in teaching, scholarship, creative activities, and service that involve community partners and address significant societal needs in our region and beyond. Recognized in 2024 as a Great College to Work For, recent strategic initiatives prioritize the institution's focus on community engagement.
Disclaimer: The Job Summary is intended to describe the general nature and level of work individuals perform in this classification. It is not intended to be a complete list of all responsibilities, duties, and skills required. Management reserves the right to revise the job or require different tasks to be performed as assigned to reflect changes in the position. Employees must be able to perform the position's essential functions satisfactorily with or without reasonable accommodations.
How much does a finance consultant earn in Johnson City, TN?
The average finance consultant in Johnson City, TN earns between $44,000 and $96,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Johnson City, TN
$65,000
What are the biggest employers of Finance Consultants in Johnson City, TN?
The biggest employers of Finance Consultants in Johnson City, TN are: