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Finance consultant jobs in Lynchburg, VA - 23 jobs

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  • Financial Planner

    Tivolisworld

    Finance consultant job in Roanoke, VA

    About Us: TivolisWorld Investment Club & Associated Ventures is an emerging investment collective focused on identifying and supporting high -growth opportunities across diverse sectors. We aim to deliver solid returns for our members through informed decision -making and disciplined financial planning. Job Summary: We are seeking a skilled Financial Planner to design and oversee financial strategies that support our investment goals. This role involves evaluating financial data, advising on capital allocation, and optimizing fund usage across projects and portfolios. Key Responsibilities: Analyze financial performance and prepare investment strategy reports Advise leadership on effective fund allocation to maximize return on investment Develop short - and long -term financial plans aligned with club objectives Monitor market trends and assess financial risks and opportunities Assist in budgeting, forecasting, and performance tracking of investments Provide financial models to support new venture assessments or expansion initiatives Requirements Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFP preferred) Proven experience in financial planning, investment strategy, or asset management Strong analytical skills with advanced Excel or financial modeling proficiency Ability to translate complex financial data into actionable insights Self -motivated, reliable, and comfortable working in a remote and evolving environment Benefits 401(k) Health insurance Paid time off
    $62k-114k yearly est. 60d+ ago
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  • Financial Assistance Advisor

    ECPI University

    Finance consultant job in Roanoke, VA

    This position will work at ECPI University's Roanoke, VA campus located at 5234 Airport Rd NW, Suite 200. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. Visit *********************** to learn more about how you can help people improve their lives through education. Position Summary Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!! The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals. Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office. Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred. Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies, and systems. Ability to handle a high-pressure environment with significant timeline pressures. Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. Benefits of Employment ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE. Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.
    $63k-126k yearly est. 6d ago
  • Personal Lines Adviser

    Hawk Advisers

    Finance consultant job in Roanoke, VA

    HAWK Advisers is an independent insurance agency located in downtown Roanoke, Virginia. Businesses, families, and individuals depend on HAWK Advisers to help them navigate the complexities of risk. We use a consultative approach to guide commercial, personal, and employee benefits customers through the vast insurance landscape and decision-making process. Our mission is to be the most responsive and engaging provider of risk management and insurance solutions. Job Summary: The Personal Lines Adviser performs the essential functions of the position, which includes, but is not limited to, new business, service, retention, and performance standards adopted by the agency. This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere. Benefits: Competitive Compensation 401k Health Insurance Short term & Long term disability Dental & Vision options are voluntary Paid time off, vacation and sick time Flex holidays Charitable PTO - Take a day off to work with your favorite non-profit Supportive and collaborative team environment Modern work space equipped with onsite garage parking, break room, outdoor patio, and fitness center Essential Responsibilities: Develop and implement an approved business plan, based on agency sales goals. Pre-qualifies and analyzes coverage needs. Recommends coverages and prepares rating quotes and proposals. Educates clients about coverage definitions, terms, conditions, and exclusions. Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system Contact prospects, schedule appointments, and make sales presentations. Actively seeks referrals and used prospect database to generate new opportunities. Conduct policy reviews with existing clients and makes recommendations that align with the client's objectives and industry best practices. Processes renewals and remarkets insurance, as needed. Maintains orderly electronic files and information, following “Caught Up” Desk Management System. Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows-up with carrier on endorsement requests. Assists clients with making timely coverage changes and claims reporting. Facilitates customer service inquiries and requests. Other Duties & Responsibilities: Keeps a professional appearance, positive attitude, and organized work area. Ability to organize, prioritize and work under pressure at times; team player Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current. Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency. Perform other miscellaneous duties as assigned by agency management. Education & Experience: 1-2 year-related experience and/or training; or equivalent combination of education and experience. Active VA resident or non-resident property & casualty insurance license (preferred). Must hold a valid driver's license.
    $60k-116k yearly est. Auto-Apply 60d+ ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance consultant job in Lynchburg, VA

    **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 36d ago
  • Financial Consultant Sr - Financial Planning & Analysis

    Carebridge 3.8company rating

    Finance consultant job in Roanoke, VA

    Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. At Federal Government Solutions - FGS, a proud member of the Elevance Health, Inc. family of companies, we're creating greater access to care for our members, greater value for our customers, and greater health for our communities. Join us and together we will drive the future of federal health care. The Financial Consultant Sr is responsible for providing financial analysis and preparing analysis of results for FGS and Elevance Health lines of business. How you will make an impact: * Preparing the Annual Incurred Cost Proposal (ICP) for FGS and NGS, which is a critical requirement resulting in the full reimbursement of allowable, allocable costs incurred on our federal government contracts. * Works with management to provide decision support analysis. * Conducts and documents complex financial and business related analyses and research fields including financial and expense performance, rate of return, depreciation, working capital and investment. * Focuses on business improvement initiatives and leads and directs projects. * Provides guidance to less experienced financial consultants. Minimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 5 years budgeting, forecasting and accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities and Experiences: * Prior experience working in a financial planning & analysis role preferred. * Previous experience with federal government contracting accounting highly preferred. * Experience working with Annual Incurred Cost Proposal (ICP) highly preferred. * Experience with Cost Point and TM1 preferred. If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $87,108 to $143,106 Locations: District of Columbia (Washington, DC), Illinois, Maryland, Minnesota, New Jersey, New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
    $87.1k-143.1k yearly Auto-Apply 60d+ ago
  • Financial Professional - VA, Roanoke, Lynchburg (2378)

    EQH

    Finance consultant job in Roanoke, VA

    Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time
    $53k-101k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor - Southwestern VA

    Thrivent Financial for Lutherans 4.4company rating

    Finance consultant job in Roanoke, 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.
    $53k-104k yearly est. Auto-Apply 60d+ ago
  • Financial Interview Specialist - NEW Crisis Receiving Center

    Horizon Behavioral Heal

    Finance consultant job in Lynchburg, VA

    Job Description Hours: Full-time (37.5 hours per week), Monday - Friday, 8:00 am - 4:00 pm The Financial Interview Specialist conducts financial interviews with individuals to ensure accurate billing based on available resources. Responsibilities include one on one work with individuals to complete financial interviews; verify insurance coverage, including Medicaid; and assist customers with billing inquiries. Required Education and Experience High School Diploma or GED. Associate's degree in related field preferred. One to two years of related work experience or an equivalent combination of education and experience that provides the required knowledge, skills, and abilities. Related Knowledge, Skills and Abilities Knowledge of billing procedures/policy compliance for social service departments, courts, hospitals, employers, insurance carriers, and referring agencies. Knowledge of available federal, state, and local benefits. Knowledge of the principles, procedures, and techniques related to financial intakes, client billing, Medicaid, Medicare, and commercial insurances. Knowledge and understanding of the Department of Social Services rules and regulations. Exceptional attention to detail. Ability to record accurate data and complete documentation within established expectations and by communicated deadlines. Excellent phone and email etiquette. Excellent active listening skills. Ability to drive and must possess a valid driver's license. May be required to travel to different Horizon worksites during the day based on operational needs or provide admin support at other locations. Regular attendance at trainings and Horizon meetings may require travel to a variety of Horizon sites. Willing and available to work modified schedules (weekends, holidays, etc.) as required. THE BEST BENEFITS FOR THOSE WHO TAKE CARE OF THE COMMUNITY We're proud to offer some of the best benefits options in Central Virginia. Participation in the Virginia Retirement System (VRS) is exclusively for public service workers in Virginia, while several options exist for life, health, dental, and vision insurance. Emphasis on work-life balance means a generous annual leave policy ensuring time for wellness with separate time allocated for sick leave and additionally for paid holidays. Stay active with Horizon's annual wellness programs and various opportunities to interact with the community through the year. Horizon's clinical sites are NHSC/HRSA approved for clinical student loan repayment and qualify for both the Public Service Loan Forgiveness (PSLF) and the Behavioral Health State Loan Repayment (BHLRP) programs. If you are interested in continuing your education, working at Horizon qualifies you to receive discounts at some local universities. To Apply - Please visit our online career center at ********************************** Horizon Behavioral Health is an Equal Opportunity Employer (EOE).
    $54k-95k yearly est. 20d ago
  • Senior Financial Analyst, Cost Accounting & Reporting

    Framatome North America

    Finance consultant job in Lynchburg, VA

    Why This Role Is Critical As the need for nuclear energy grows, the future couldn't be brighter. Join our vital mission to create lasting solutions for our planet's greatest challenges. In this role, you are ready to shape the future of clean energy and make a long-lasting global impact. With us, anticipate engaging and challenging projects that deliver innovative solutions and value-added technologies helping power more than 38 million North American homes. What You'll Do Day-To-Day If you're someone who enjoys navigating complex financial challenges, partnering with leaders, and driving clarity in a fast-moving environment, this role is built for you. Join Framatome's Finance organization and play a pivotal role in shaping the financial transparency and operational excellence that power the nation's clean-energy future. As a Senior Financial Analyst within Framatome's Finance organization, you will play a pivotal role in safeguarding financial integrity, ensuring government compliance, and enabling leadership to make informed strategic decisions. This position sits at the intersection of cost accounting, government contracting, operational reporting, and audit readiness, making it essential to the transparency, reliability, and long-term success of Framatome's operations. In this role, you will serve as a trusted partner to Leaders, Program Managers, Shared Services, and Auditors by leading highly visible activities, including government reporting, indirect rate compliance, complex forecasting, incentive grant tracking, and internal controls oversight. Your analyses and guidance directly influence contractual compliance, pricing, resource planning, and companywide financial performance. Collects and summarizes financial data so that financial management can forecast and report accurate financial results. Consolidates and analyzes external and internal financial reports to support management business objectives. Takes a lead role in group reporting and analysis activities and frequently interfaces with both internal management and external agencies/ customers, etc. Conducts intricate financial analysis, research accounting technical issues and assesses best practices. Proposes method and process improvements for the team to achieve business objectives. Identifies and analyzes significant deviations. Compiles reports for external regulatory agencies and responds to regulatory and banking requests. Helps determine procurement of funds and monitors investments and collections. What You'll Bring Bachelor's Degree in Accounting, Business, or related field Minimum of 5 years of related experience or equivalent work experience in lieu of degree. Advanced understanding of financial principles including creating and managing budgets and forecasting future financial outcomes. Ability to analyze large datasets to identify trends, risks and opportunities. Good problem identification and problem resolution skills. Excellent communication skills to work effectively with all levels of staff and management. Prioritizes tasks and managing time effectively to meet deadlines. Ability to develop and maintain good interpersonal relationships, work collaboratively within a team environment. Displays informal leadership characteristics. You will thrive in this role if you bring a blend of technical expertise, government contract experience, and strong interpersonal skills. Preferred qualifications include: Deep understanding of government contract accounting (FAR, DFAR), cost principles, and indirect rate structures. Experience preparing or leading Incurred Cost Submissions (ICE), indirect rate audits, and government reporting packages. Strong financial, analytical, and technical accounting skills, with the ability to interpret complex cost-accounting data and identify significant variances. Proficiency with MS Excel, SAP or similar ERP systems, and digital reporting tools. Demonstrated ability to interact effectively with auditors, regulators, and all levels of leadership. Capability to design, document, and improve financial processes and internal controls. Experience leading internal and external audits; engaging with auditors and regulators. Strong written and verbal communication skills; able to prepare leadership-ready reports and presentations. Exceptional time management with the ability to manage multiple deadlines and competing priorities. Customer-service orientation with a willingness to support internal and external stakeholders. Problem-solving mindset with the ability to work independently, lead initiatives, and propose process improvements. Total Rewards Package Salary: $97,000 - $131,000 and may also include annual incentives and performance bonuses. The base salary range is a guideline. Individual total compensation will vary based on factors such as qualifications, skill level, competencies and work location. Health & Wellness: Multiple medical plan options, dental & vision coverage, life insurance, long- and short-term disability, and optional supplemental plans (critical illness, accident, hospital indemnity, dependent life). Retirement: 401(k) with employer match. Paid Time Off: Up to 3 weeks of vacation, 8 sick days, and 13 paid holidays annually. Extra Perks: Lifestyle spending account, employer paid mental health support, education reimbursement, professional development opportunities, adoption assistance, parental leave, and employee assistance programs. About Framatome Framatome has been shaping the future of nuclear energy in the U.S. for more than 60 years. Framatome Inc. is headquartered in Lynchburg, Virginia, with more than 2,400+ employees across North America supporting nearly every nuclear plant in the nation. From our facilities in Virginia, Washington, North Carolina, Pennsylvania, Massachusetts and beyond, we deliver outage services, advanced nuclear fuel technologies, and next-gen reactor innovations that keep the lights on. At Framatome, you will join a global team committed to creating reliable, carbon-free energy. Here, you can: Solve complex nuclear challenges that directly impact the climate. Build your career through technical fellowships, leadership roles, and global opportunities. Do your best work in a culture that values safety, innovation, and well-being. Framatome is an Equal Opportunity / Affirmative Action Employer. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Offers are contingent on background check and drug screen (where applicable). Positions may involve access to information subject to U.S. export control regulations; applicants must meet eligibility requirements (see DOE 810 Appendix A).
    $97k-131k yearly Auto-Apply 14d ago
  • Senior Financial Analyst, Cost Accounting & Reporting

    Framatome 4.5company rating

    Finance consultant job in Lynchburg, VA

    Why This Role Is Critical As the need for nuclear energy grows, the future couldn't be brighter. Join our vital mission to create lasting solutions for our planet's greatest challenges. In this role, you are ready to shape the future of clean energy and make a long-lasting global impact. With us, anticipate engaging and challenging projects that deliver innovative solutions and value-added technologies helping power more than 38 million North American homes. What You'll Do Day-To-Day If you're someone who enjoys navigating complex financial challenges, partnering with leaders, and driving clarity in a fast-moving environment, this role is built for you. Join Framatome's Finance organization and play a pivotal role in shaping the financial transparency and operational excellence that power the nation's clean-energy future. As a Senior Financial Analyst within Framatome's Finance organization, you will play a pivotal role in safeguarding financial integrity, ensuring government compliance, and enabling leadership to make informed strategic decisions. This position sits at the intersection of cost accounting, government contracting, operational reporting, and audit readiness, making it essential to the transparency, reliability, and long-term success of Framatome's operations. In this role, you will serve as a trusted partner to Leaders, Program Managers, Shared Services, and Auditors by leading highly visible activities, including government reporting, indirect rate compliance, complex forecasting, incentive grant tracking, and internal controls oversight. Your analyses and guidance directly influence contractual compliance, pricing, resource planning, and companywide financial performance. * Collects and summarizes financial data so that financial management can forecast and report accurate financial results. * Consolidates and analyzes external and internal financial reports to support management business objectives. * Takes a lead role in group reporting and analysis activities and frequently interfaces with both internal management and external agencies/ customers, etc. * Conducts intricate financial analysis, research accounting technical issues and assesses best practices. * Proposes method and process improvements for the team to achieve business objectives. * Identifies and analyzes significant deviations. * Compiles reports for external regulatory agencies and responds to regulatory and banking requests. * Helps determine procurement of funds and monitors investments and collections. What You'll Bring * Bachelor's Degree in Accounting, Business, or related field * Minimum of 5 years of related experience or equivalent work experience in lieu of degree. * Advanced understanding of financial principles including creating and managing budgets and forecasting future financial outcomes. * Ability to analyze large datasets to identify trends, risks and opportunities. * Good problem identification and problem resolution skills. * Excellent communication skills to work effectively with all levels of staff and management. * Prioritizes tasks and managing time effectively to meet deadlines. * Ability to develop and maintain good interpersonal relationships, work collaboratively within a team environment. * Displays informal leadership characteristics. * You will thrive in this role if you bring a blend of technical expertise, government contract experience, and strong interpersonal skills. Preferred qualifications include: * Deep understanding of government contract accounting (FAR, DFAR), cost principles, and indirect rate structures. * Experience preparing or leading Incurred Cost Submissions (ICE), indirect rate audits, and government reporting packages. * Strong financial, analytical, and technical accounting skills, with the ability to interpret complex cost-accounting data and identify significant variances. * Proficiency with MS Excel, SAP or similar ERP systems, and digital reporting tools. * Demonstrated ability to interact effectively with auditors, regulators, and all levels of leadership. * Capability to design, document, and improve financial processes and internal controls. * Experience leading internal and external audits; engaging with auditors and regulators. * Strong written and verbal communication skills; able to prepare leadership-ready reports and presentations. * Exceptional time management with the ability to manage multiple deadlines and competing priorities. * Customer-service orientation with a willingness to support internal and external stakeholders. * Problem-solving mindset with the ability to work independently, lead initiatives, and propose process improvements. Total Rewards Package * Salary: $97,000 - $131,000 and may also include annual incentives and performance bonuses. The base salary range is a guideline. Individual total compensation will vary based on factors such as qualifications, skill level, competencies and work location. * Health & Wellness: Multiple medical plan options, dental & vision coverage, life insurance, long- and short-term disability, and optional supplemental plans (critical illness, accident, hospital indemnity, dependent life). * Retirement: 401(k) with employer match. * Paid Time Off: Up to 3 weeks of vacation, 8 sick days, and 13 paid holidays annually. * Extra Perks: Lifestyle spending account, employer paid mental health support, education reimbursement, professional development opportunities, adoption assistance, parental leave, and employee assistance programs. About Framatome Framatome has been shaping the future of nuclear energy in the U.S. for more than 60 years. Framatome Inc. is headquartered in Lynchburg, Virginia, with more than 2,400+ employees across North America supporting nearly every nuclear plant in the nation. From our facilities in Virginia, Washington, North Carolina, Pennsylvania, Massachusetts and beyond, we deliver outage services, advanced nuclear fuel technologies, and next-gen reactor innovations that keep the lights on. At Framatome, you will join a global team committed to creating reliable, carbon-free energy. Here, you can: * Solve complex nuclear challenges that directly impact the climate. * Build your career through technical fellowships, leadership roles, and global opportunities. * Do your best work in a culture that values safety, innovation, and well-being. Framatome is an Equal Opportunity / Affirmative Action Employer. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Offers are contingent on background check and drug screen (where applicable). Positions may involve access to information subject to U.S. export control regulations; applicants must meet eligibility requirements (see DOE 810 Appendix A).
    $97k-131k yearly 36d ago
  • Financial Professional I

    City of Lynchburg (Va 3.6company rating

    Finance consultant job in Lynchburg, VA

    The Police Department is actively seeking a highly motivated and experienced Financial Professional to join our fast-paced and detail-oriented team. As a Financial Professional I, you will play a vital role in ensuring the accuracy and compliance of our budget, payroll and financial reporting. The Financial Professional I will perform duties pertaining to accounts payable, payroll processing, assisting with grant functions and budget preparations. This position monitors and audits expenditures, fixed asset reporting, researches and prepares vendor payment requests, and assists the Administrative Manager in preparing, monitoring & reconciling multiple budgets (Police, Animal Control, Range), multiple asset forfeiture accounts and multiple grants. Essential Duties ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties necessary to deliver services to customers and citizens may be assigned. * Assists with monthly financial reports and analyzes data related to operating expenditures, * Assists with and prepares projections of multiple budgets and propose operational options to Administrative Manager, * Performs meticulous reconciliations and audits of financial data and records to facilitate the preparation of monthly and annual reporting, * Prepares Expenditure/Appropriation Transfers, * Collectively prepare and monitor, with the Administrative Manager, proposed budgets, * Determines appropriate G/L accounting codes for expenditures of multiple budgets and grants, * Researches and prepares vendor payment requests to multiple budgets (Police, Animal Control, Range, Off-Duty), * Works collaboratively with the Administrative Manager and the Equipment & Supply Coordinator to prepare and monitor purchase orders in the City accounting system in accordance with Budget and Financial Services Department Procedures, * Acts as liaison with other employees, departments, vendors, and organizations to resolve problems or handle special requests, * Assists with the monthly and quarterly billing to outside agencies, * Reviews and maintains service contracts and assists in operational compliance, * Examines supporting documents/records to establish proper authorization and processing of agreements, contracts, grants, * Petty Cash Custodian, * Processing of the departments bi-weekly payroll, including timesheets, ensuring adherence with department and City policies, and other assigned payroll tasks with oversight from the Administrative Manager, * Consults employees on internal procedures, appropriate expenditures, reconciliation, and expenses relating to project procurements, * Executes the department's Fixed Asset Reporting relating to multiple budgets for internal controls and works with Finance on yearly reconciliation, * Interprets and assists with the updating of internal and external procedures relating to this position, * Assists the Administrative Manager with State and Federal grant audits to ensure accurate and detail oriented financial reporting and required paperwork, * Is prepared to perform related duties as required, demonstrating flexibility and a willingness to contribute to various financial tasks and projects. ADDITIONAL JOB FUNCTIONS * Cross-trained to perform the primary duties of the Equipment & Supply Coordinator and Financial Technician II; and minimal back up duties pertaining to the Administrative Manager and Off-Duty Coordinator positions. * Depending on work assignment, may be required to perform a variety of duties in support of operational requirements and direct citizen service delivery such as acting as a back-up to other staff and response to weather-related and other emergencies, such as snow removal. * May be required to work outside of normal work hours, to report to work during inclement or unusual weather or other conditions or to respond in other abnormal situations * Other duties to provide direct or indirect service to the citizens may be assigned. When unusual situations occur and/or the City Manager declares a State of Emergency, all City employees may be required to accept special assignments and perform as needed to ensure appropriate service delivery. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. Minimum Education and Experience Required QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION & EXPERIENCE * Minimum of an Associate's degree in Accounting or Business Management (or) 5 years of administrative/budget related experience * Intermediate Excel skills and experience with financial software. Additional Requirements Must successfully complete IS100 and IS700 National Incident Management (NIMS) training wihtin 90 days of employment. May also be required to complete higher levels of NIMS training as determined appropriate for the position.
    $33k-44k yearly est. 16d ago
  • Financial Analyst

    Vbest Software

    Finance consultant job in Lynchburg, VA

    Lynchburg Virginia (Onsite, nearby candidates only) Managing Programs from 1M -30M, analyzing cost, cash flow, change orders; Cost variance analysis (actuals vs. forecast) Bachelor's with 4 years prior experience in accounting or finance, Graduate Degree with 2 years prior experience in accounting or finance.
    $52k-80k yearly est. 60d+ ago
  • Financial Interview Specialist - NEW Crisis Receiving Center

    Horizon Behavioral Services, LLC 3.3company rating

    Finance consultant job in Lynchburg, VA

    Hours: Full-time (37.5 hours per week), Monday - Friday, 8:00 am - 4:00 pm The Financial Interview Specialist conducts financial interviews with individuals to ensure accurate billing based on available resources. Responsibilities include one on one work with individuals to complete financial interviews; verify insurance coverage, including Medicaid; and assist customers with billing inquiries. Required Education and Experience * High School Diploma or GED. Associate's degree in related field preferred. * One to two years of related work experience or an equivalent combination of education and experience that provides the required knowledge, skills, and abilities. Related Knowledge, Skills and Abilities Knowledge of billing procedures/policy compliance for social service departments, courts, hospitals, employers, insurance carriers, and referring agencies. Knowledge of available federal, state, and local benefits. Knowledge of the principles, procedures, and techniques related to financial intakes, client billing, Medicaid, Medicare, and commercial insurances. Knowledge and understanding of the Department of Social Services rules and regulations. Exceptional attention to detail. Ability to record accurate data and complete documentation within established expectations and by communicated deadlines. Excellent phone and email etiquette. Excellent active listening skills. Ability to drive and must possess a valid driver's license. May be required to travel to different Horizon worksites during the day based on operational needs or provide admin support at other locations. Regular attendance at trainings and Horizon meetings may require travel to a variety of Horizon sites. Willing and available to work modified schedules (weekends, holidays, etc.) as required. THE BEST BENEFITS FOR THOSE WHO TAKE CARE OF THE COMMUNITY We're proud to offer some of the best benefits options in Central Virginia. Participation in the Virginia Retirement System (VRS) is exclusively for public service workers in Virginia, while several options exist for life, health, dental, and vision insurance. Emphasis on work-life balance means a generous annual leave policy ensuring time for wellness with separate time allocated for sick leave and additionally for paid holidays. Stay active with Horizon's annual wellness programs and various opportunities to interact with the community through the year. Horizon's clinical sites are NHSC/HRSA approved for clinical student loan repayment and qualify for both the Public Service Loan Forgiveness (PSLF) and the Behavioral Health State Loan Repayment (BHLRP) programs. If you are interested in continuing your education, working at Horizon qualifies you to receive discounts at some local universities. To Apply - Please visit our online career center at ********************************** Horizon Behavioral Health is an Equal Opportunity Employer (EOE).
    $36k-45k yearly est. 19d ago
  • Senior Financial Analyst

    Dover Corporation 4.1company rating

    Finance consultant job in Lynchburg, VA

    Belvac's proven technology is utilized worldwide in the 2 piece aluminum beverage can industry. With over 60 years of innovation in the industry, Belvac has provided their customers with sustainable solutions. Supplying can makers with Cupping, Body making, Trimming, Decorating, Bottom Rim Coating, Necking, Shaping and inspection technology. Our machinery is utilized in the beverage, food, beauty, and aerosol industry worldwide. Belvac is dedicated to providing customers with the highest performing machinery for the lowest cost of operation. With over 300 employees across seven locations worldwide, Belvac is able to support customers in real time in over 150+ countries. General Function: The Sr. Financial Analyst is a critical role in the: The Monthly/Quarterly Accounting/reporting close process, leading/organizing the percentage of completion revenue recognition process and ensuring adequate Controls and Compliance throughout Belvac worldwide. The Sr. Financial Analyst will be responsible for assisting the business to implement efficient and diligent financial practices and is heavily involved in the day to day running of the accounting function. The Role will assist in developing standard accounting procedures and business decision support, implement process and procedural improvements across the business, actively participate in the monthly financial close and other financial requirements at the Divisional and Corporate levels. Primary Responsibilities: Assist in the preparation, processing, consolidation, and analysis of Belvac's monthly financial results. Work closely with various personnel in reviewing the results. Help define the expectations and reporting/analytical requirements Organize/Lead all aspects of percentage of completion accounting revenue recognition process and project reporting Assist in preparing the various reports as required by the Business, including capital projects, cost savings, financial metrics, monthly presentations, etc. Actively lead & participate in the ongoing user enhancement and process optimization of the IFS software company wide. Proactively support all functional areas and corporate personnel regarding operational issues, inventory management, asset management and business profitability. Participate in developing the annual budget and strategic plan. Participate in the preparation, coordination and analysis of monthly, quarterly, and yearly financial projections. Willingness to act as an all-round finance resource to support Controllership and FP&A Maintains Dover's DRS financial reporting system interface. Ensures the local ERP financial results are properly reported into corporate. Assist in reporting monthly and quarterly financial information in DRS and DPLAN, including financial bridge construction. Cost and inventory analysis as required. Cross-trained as a back-up for tax reporting and core cost accounting functions with additional emphasis on reviewing/improving our existing cost structure in order to provide value added support & analysis. Further define and optimize Belvac's business needs through developing standard processes and best practices. Implement reporting process changes that monitor both financial and non-financial indicators. Assist with projects and other reports as needed. Maintain SOX procedures and support SOX and Internal audits Reconciliations of various general ledger accounts. Other duties and responsibilities as assigned. Education: A Bachelor's degree in Accounting with a minimum of 4 plus years' experience in an industrial manufacturing environment is required . In lieu of 4 years in Industrial Manufacturing +6 years of general finance & Audit background in related industries A CPA, CMA, or MBA is preferred. Experience: Experience with Percentage of Completion Accounting Proficient in Microsoft Excel, Powerpoint and Word. Self-starter with the ability to work independently. Must be creative, with a can do attitude. The ability to work in a fast-paced environment and achieve deadlines while working with changing priorities is required. Excellent verbal and written communication skills are required. Ability to interpret a variety of instructions and solve practical problems. Strong technical skills coupled with a solid understanding of general business. The ability to be both thorough and analytical while understanding the big picture as well as the finer details. Experience with fully integrated ERP software with the ability to seek out basic system functionally that will enhance end user processes examples - Oracle, IFS Must be able to interact across Functional work boundaries, work within a team, and communicate effectively at all levels of an organization. Work Arrangement : Onsite We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the position's responsibilities, a candidate's work experience, a candidate's education/training, the position's location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work. Benefits: Our total rewards package for eligible team members also includes: a 401(k) savings plan with employer contributions; medical, dental and vision insurance; wellness programs; health savings account, health care and dependent care flexible spending accounts; company paid short-term disability and long-term disability; company paid employee basic life and AD&D insurance; supplemental employee and dependent life insurance; optional accident, hospital indemnity and critical illness insurance; adoption, surrogacy, and fertility benefits and assistance; commuter benefits; parental, military, jury duty, and bereavement leaves of absence; paid time off, business travel services; employee discounts; and an employee assistance program that includes company paid counseling sessions and legal services. Eligibility for benefits is governed by applicable plan documents and policies. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law. Fraudulent Recruiting Disclaimer: Dover Corporation and our affiliated operating companies want to alert applicants to internet job posting fraud, where parties posing as Dover employees, recruiters, or other agents, try to engage with online candidates in an attempt to steal personal and/or financial information. We do not endorse or engage in any recruitment practices that involve payment or personal information outside of our official application and hiring process. Please verify the authenticity of an invitation to apply for a job, or for a job offer by contacting us directly through our Dover and affiliated operating company websites at ************************************** To learn how you can protect yourself, review our Recruitment Fraud Notice on our careers site. This position may be located in: Americas : United States : Virginia : Lynchburg Sub Division : Belvac United States Job Requisition ID : 62938 Job Function : Finance
    $71k-89k yearly est. 60d+ ago
  • Sr Analyst - Finance & Accounting

    Maximus 4.3company rating

    Finance consultant job in Roanoke, VA

    Description & Requirements This role serves as a key financial partner to program and senior leadership, responsible for ensuring accurate forecasting, financial compliance, and clear visibility into project performance. The position oversees project financial forecasts, revenue adjustments, accruals, and variance analysis while coordinating closely with analysts, subcontractors, and management to track costs and billing activity. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to respond effectively to audits, client inquiries, and ad-hoc reporting needs, all while safeguarding the integrity and confidentiality of financial data. Essential Duties and Responsibilities: - Responsible for preparation of project financial forecast including loading labor data into corporate model; validating ODC forecast and that overall forecast values are consistent; reviewing with management to finalize and submit forecast. - Prepare any quarterly revenue adjustments required to correct revenue for impact of billed indirect rates exceeding expected actual rates. - In conjunction with Financial Analyst, track costs, billing/invoice adjustments, contract-to-date expenditures for sub-contractors and temporary labor. - Oversee and review monthly accruals. - Prepare monthly variance analysis for management review. - Responsible for ad-hoc reporting requests from the management. - Support management to respond to ad-hoc client requests for supporting documentation, cost allocations/analysis, etc. - Participate in all internal and external audits and maintain reports and data related to and necessary for audits. - Ensure the security and privacy of financial information. Minimum Requirements - Bachelor's degree in relevant field of study and 5+ years of relevant professional experience required, or equivalent combination of education and experience. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 65,400.00 Maximum Salary $ 105,400.00
    $68k-92k yearly est. Easy Apply 5d ago
  • Senior Financial Analyst

    Carilion Clinic Foundation 4.6company rating

    Finance consultant job in Roanoke, VA

    Employment Status:Full time Shift:Day (United States of America) Facility:213 S Jefferson St - RoanokeRequisition Number:R156981 Senior Financial Analyst (Open) How You'll Help Transform Healthcare:This is Carilion Clinic ... An organization where innovation happens, collaboration is expected and ideas are valued. A not-for-profit, mission-driven health system built on progress and partnerships. A courageous team that is always learning, never discouraged and forever curious. Headquartered in Roanoke, Va., you will find a robust system of award-winning hospitals, Level 1 and 3 trauma centers, Level 3 NICU, Institute of Orthopedics and Neurosciences, multi-specialty physician practices, and The Virginia Tech Carilion School of Medicine and Research Institute. Carilion is where you can make your own path, make new discoveries and, most importantly, make a difference. Here, in a place where the air is clean, people are kind and life is good. Make your tomorrow with us. The Financial Analyst is a liaison between leadership, operations, and other centralized functions providing financial guidance and expertise (financial studies, evaluations, analyses) to all Carilion entities and management. The Financial Analyst Communicates complex financial information concisely and comprehensively in an easy-to-understand manner. Educates and trains internal and external stakeholders on financial themes. Analyzes data and trends, prepares business plans/proposals/analyses and critically thinks through projects and next steps required for sound decision making. Researches and benchmarks data to recommend application of concepts to daily operations. Works with assigned areas on business forecasting. Contributes to financial process improvement projects. Thought partner and makes recommendations for change management, monitors results, and offers actionable suggestions on course correction. What We Require: Education: Bachelor's degree in finance/accounting, or business administration. 4 years of experience may be accepted in lieu of bachelor's degree. Experience: 3 or more years of finance or accounting experience. Other Minimum Qualifications: Strong oral and written communications skills, analytical, organizational and time management skills, MS Office skills, Advanced knowledge of Excel, ability to learn job-specific software. Multitasks and prioritizes multiple projects under deadlines. Demonstrates strong accountability and follow-through skills as well as a desire for continuous improvement. Performs detailed work timely with a high degree of accuracy and can ensure reasonableness of work. This job description is only meant to be a representative summary of the major responsibilities and accountabilities performed by the incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description. Recruiter: MARK MISKOVIC Recruiter Email: ***************************** For more information, contact the HR Service Center at **************. Carilion Clinic is an Equal Opportunity Employer: We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age (40 or older), disability, genetic information, or veterans status. Carilion is a Drug-Free Workplace. For more information or for individuals with disabilities needing special assistance with our online application process contact Carilion HR Service Center at ************, 8:00 a.m. to 4:30 p.m., Monday through Friday. For more information on E-Verify: ******************************************************************* Benefits, Pay and Well-being at Carilion Clinic Carilion understands the importance of prioritizing your well-being to help you develop and thrive. That's why we offer a well-rounded benefits package, and many perks and well-being resources to help you live a happy, healthy life - at work and when you're away. When you make your tomorrow with us, we'll enhance your potential to realize the best in yourself. Below are benefits available to you when you join Carilion: Comprehensive Medical, Dental, & Vision Benefits Employer Funded Pension Plan, vested after five years (Voluntary 403B) Paid Time Off (accrued from day one) Onsite fitness studios and discounts to our Carilion Wellness centers Access to our health and wellness app, Virgin Pulse Discounts on childcare Continued education and training
    $62k-78k yearly est. Auto-Apply 3d ago
  • Revenue Cycle Denial And Underpayment Analyst Senior

    Centra 4.6company rating

    Finance consultant job in Lynchburg, VA

    The Senior Revenue Cycle Denial and Underpayment Analyst presents, analyzes, and trends denial and underpayment data to recover revenue for Centra. The analyst is responsible for accumulative analysis of revenue data across multiple areas and service lines in Centra for the purpose of recovering revenue and appealing denials. The analyst also identifies trends in denials and underpayments and works with managed care to present the data to payers for correction and investigation for payer contract violations. Required Qualifications: High School Diploma Minimum five (5) years' experience in data analysis, denials, and/or healthcare accounts receivable. Previous experience leading, conducting, and interacting with all levels of staff. Fundamental understanding and comprehension of denial and underpayment processes. Preferred Qualifications: Certified Coder Associate Degree Essential Duties and Responsibilities: Compiles and communicates trends and areas of opportunity related to claim edits, rejections, and denials. Analyze and prepare metrics for presentation and investigation of trends. Collaborates with vendors and IT for system optimization and resolution of identified issues and trends. Presents and conducts work groups for trend resolutions and process improvements. Identify and resolve denials and underpayments. Serves as a resource for staff and payers seeking to resolve questions and/or concerns related to underpayments and denials. Other Functions: Performs special projects as needed and assigned. Performs other duties as assigned.
    $53k-66k yearly est. Auto-Apply 44d ago
  • Investor Relations Specialist

    Tivolisworld

    Finance consultant job in Roanoke, VA

    About Us: TivolisWorld Investment Club & Associated Ventures is a collaborative investment platform focused on discovering and nurturing high -potential ventures across various sectors. Our investor network is at the heart of what we do, and we're looking for a professional who can manage communications, maintain trust, and ensure transparency with our stakeholders. Job Summary: We are seeking an organized and proactive Investor Relations Specialist to serve as the bridge between our firm and its investor community. You will be responsible for keeping members informed, managing communications, and ensuring an excellent experience throughout their investment journey. Key Responsibilities: Serve as the main point of contact for investor/member inquiries and communication Prepare and distribute periodic investment updates, performance reports, and newsletters Schedule and coordinate virtual meetings, webinars, or Q&A sessions for members Maintain accurate records of member profiles, commitments, and communications Gather and respond to feedback to improve investor engagement and satisfaction Collaborate with investment analysts and leadership to communicate key decisions and outcomes Requirements Requirements: Bachelor's degree in Business, Communications, Finance, or a related field Excellent interpersonal and communication skills (written and verbal) Detail -oriented with strong organizational and follow -up skills Proficiency in Microsoft Office or Google Workspace; CRM experience is a plus Previous experience in investor relations, client services, or account management is a plus Benefits Benefits: 401(k) Health insurance Paid time off
    $60k-110k yearly est. 60d+ ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance consultant job in Roanoke, VA

    **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 36d ago
  • Financial Advisor - Southwestern VA

    Thrivent 4.4company rating

    Finance consultant job in Lexington, 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.
    $53k-105k yearly est. Auto-Apply 60d+ ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Lynchburg, VA?

The average finance consultant in Lynchburg, VA earns between $51,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Lynchburg, VA

$73,000
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