Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a FinancialConsultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financialconsulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$88k-160k yearly est. 2d ago
Looking for a job?
Let Zippia find it for you.
Senior Global Investments Strategic Advisor
Pae Government Services Inc. 4.6
Finance consultant job in Alexandria, VA
Amentum provides analytic, consulting, and staffing support to U.S. Government national security agencies, including the Departments of Defense, Homeland Security, and similar Government clients. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs.
Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME will have demonstrated experience supporting the review, mitigation, and monitoring of foreign investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom. This SME, in the role of Global Investments Strategic Advisor, will help lead a team of CFIUS and Team Telecom analysts as well as other personnel focused on DOD investment analysis priorities to protect the Defense Industrial Base.
Preferred:
3+ years' experience managing and conducting CFIUS and/or Team Telecom transaction analysis since the passage of FIRRMA.
Extensive familiarity with DOD programs analyzing and mitigating the risk of foreign investment in US critical infrastructure, with expertise in this issue as it relates to the Defense Industrial Base preferred.
Experience managing teams in a high tempo environment.
Direct supervisory experience for 6+ personnel and/or experience managing an overall team of at least 15 personnel.
Required:
A minimum of 10 years of relevant experience and a Bachelors OR 8 years of relevant experience and a Masters degree.
Significant experience in at least two of the following areas: National Security, Economics, Investigative Research, Sanctions, Export Controls, or Intelligence Analysis.
At least 1 year of experience working on USG regulatory programs centering on economic security issues, technology protection, or geopolitical competition, to include either foreign investment, telecommunications licensing, or mergers and acquisitions.
Active TS/SCI.
Ability to communicate effectively, both orally and in writing to Senior DOD Leaders.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans and Labor Laws Posters.
Receive tips & info on cleared job search, security clearances and career development.
#J-18808-Ljbffr
$67k-110k yearly est. 1d ago
Oracle EBS / Oracle Financial Cloud Consultant
Albano Systems, Inc.
Finance consultant job in Richmond, VA
W2 ONLY - NO VISA SPONSOR TRANSFER - NO THIRD PARTY
The Principal Business Systems Analyst plays an intergal part of a Global Financial Systems Support team, which is responsible for developing and maintaining financial applications in a Scaled Agile environment. This includes the Oracle Enterprise Resource Planning (ERP) and Enterprise Performance Management (EPM) cloud services suite, as well as other Accounting, Finance, Treasury and Disbursement applications. This role requires solid time management and organizational skills, the ability to work independently, and collaborate with and influence multiple stakeholders across IT and Finance. Interactions with senior management in support of technical and business outcomes are commonplace.
Duties & Responsibilities
Drive technical designs, architectural maturity, and operational business solutions
Conduct research, design, prototype and other exploration activities
Coordinate dependencies across multiple initiatives simultaneously
Support the development and maintenance of road maps and the synchronization of cross-functional projects
Continuously improve the team's process and performance
Provide support of Oracle ERP, EPM core financial cloud services, other financial SaaS, and commercial off the shelf (COTS) applications by:
Acting as liaison between the Accounting and Finance units and technology teams to help resolve support issues in a timely and accurate manner.
Demonstrate knowledge of system configurations and functionalities
Qualifications
College degree in Accounting, Computer Science, Information Technology, or related work experience.
Extensive experience in managing, implementing or supporting Oracle Financial Cloud Applications (ERP Fusion R2R/ FCCS, P2P modules) or Oracle eBusiness Suite
8-12 years' work experience in Oracle Financials Cloud (or Oracle EBS) - full life cycle ERP Implementation experience preferred
Hands on experience in configuring and troubleshooting Oracle Financials Cloud Applications (GL, Accounting Hub, and FDI modules) required.
Experience in building and supporting Oracle Integrations, Oracle Reporting Tools (Oracle Fusion Data Intelligence (FDI), BI Publisher, Financial Reporting Studio, SmartView, and OTBI), Oracle Integration Cloud (OIC), Oracle Security and Oracle BPM Workflows.
Foundational knowledge of Financial Accounting and Financial Reporting.
Knowledge/previous experience in the insurance industry would be a plus
Hands on experience in solution design using Oracle Financial ERP; Ability to work with business to develop solutions for complex business problems; Experience in serving as the liaison between business and technical team.
Ability to guide and coach technical teammates on functional aspects and assess development to ensure consistency with initial design.
Strong skill and ability to troubleshoot issues quickly and solve them, independently, in a timely manner.
Experience working with and using Agile/Scrum methodology with active participation in Agile ceremonies. Certification from Scaled Agile Framework (SAFe)
Ability to multi-task, working on more than one issue simultaneously with a high degree of independence
$61k-89k yearly est. 5d ago
Senior Manager, Card Tech Finance
Capital One 4.7
Finance consultant job in McLean, VA
* Bachelor's Degree or military experience* At least 7 years of experience in financial analysis, financial modeling, or a combination* At least 3 years of experience managing a Financial Planning & Analysis (FP&A) function* At least 1 year of people management experience* Master's Degree in Business Administration (MBA) or Master's Degree in Finance* Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license* 5+ years experience managing a Financial Planning & Analysis (FP&A) function* 2+ years of people management experience* 1+ year of people management experience managing both direct and indirect reports Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
#J-18808-Ljbffr
$103k-127k yearly est. 4d ago
Budget Analyst
Office of The Chief Financial Officer
Finance consultant job in Virginia
Government of the District of Columbia Office of the Chief Financial Officer (OCFO)
Budget Analyst (Hybrid) $62,159.00 - $118,558.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Budget Analyst. This position is located in Washington, DC with the Office of the Chief Financial Officer. The incumbent will have responsibility for formulating, justifying, monitoring, and developing process improvement strategies for budgets within their assigned agency's department.
Duties include, but are not limited to:
Validating the accuracy of budget requests, performing special analysis of specific budgetary programs and projects, providing recommendations and accurate budget projections.
Coordinating with program managers and other financial personnel to obtain sufficient information to provide sustainable justification for requests.
Ensuring that the budgets of assigned program operations are expended in a manner that achieves program goals, meets established criteria, and regulatory compliance.
Providing continuous oversight of the program's expenditure of approved funds.
Developing guidance and tools to increase department's ability to make proper budgetary formulations, execution determinations, and planning decisions.
Assessing the impact of revised budget execution policy and timetables, and providing guidance to program management concerning status of funds and issues.
Preparing budgetary documents, including tables, reports, letters and memoranda.
Performs other related duties as assigned.
Minimum Qualifications: Two (2) years of progressive experience performing duties related to the work of the position to be filled such as formulating, justifying, monitoring, coordinating and approving budget requests; and preparing reports, analysis, and justifications related to funding matters.
For initial review, please submit your resume to Office of the Chief Financial Officer, Office of Human Resources, 1101 4
th
Street, SW, Suite W220, Washington, DC 20024.
To complete an application or for additional details related to this vacancy, please visit ***************
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
$62.2k-118.6k yearly 3d ago
Financial Advisor - Richmond, VA
Navy Federal Credit Union 4.7
Finance consultant job in Richmond, VA
To provide financialconsulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Responsibilities
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Qualifications
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 5445 Glenside Dr, Richmond, Virginia 23228
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$55k-75k yearly 4d ago
Associate, Finance, Data.FI
Palladium 3.1
Finance consultant job in Arlington, VA
Palladium is a global company working to design, develop and deliver positive impact on the lives and livelihoods of people around the globe; broaden access to health, water, power, and infrastructure; build enduring, sustainable, and transformative institutions and market systems to address global challenges; and conserve the natural world. We operate in over 50 countries and have a workforce of more than 2,000 talented and motivated staff around the world.
Palladium is part of GISI's global family of companies, which aims to create solutions for the world's most complex challenges. With annual revenues of $14 billion, GISI's approximately 15,000 employees are engaged in projects across 100 countries worldwide providing construction, program/project management, and engineering consulting services.
This Opportunity:
Palladium is currently seeking a US based Associate, Finance to support the implementation of the Translating Data for Implementation (Data.Fi) award. Data.Fi is a global project funded by the U.S. President's Emergency Plan for AIDS Relief (PEPFAR) and the State Department.
Data.FI partners with PEPFAR programs to accelerate and sustain access to high-quality data to expedite HIV epidemic control and maintenance. Data.FI supports host country governments to enhance existing health information systems (HIS) and conduct in-depth analysis of epidemiologic and program data to inform management responses to gaps in programming and sustain impact by supporting local partner transition.
This Associate will be responsible for monitoring and administering accounts payable functions such as recording, reviewing, and processing new vendor set-up and vendor invoices. Additionally, they will be preparing AP analysis, organizing and managing AP digital documents, and assisting in preparing reports, project audits, and documentation. Other financial analysis like reconciliations may also be assigned.
This role currently only has funding through March 31, 2026 with the possibility of an extension to September 2026.
Location:
This role is based out of Palladium's Arlington, VA office. Palladium supports a hybrid working model with 3 days in office, 2 days from home.
Applicants must be authorized to legally work for any employer in the United States. We are unable to sponsor or assume sponsorship of visas at this time or in the future.
Compensation:
For our prospective employees in the United States, please note that the full-time equivalent annual base salary for this position is expected to range from $60,000 to $65,000, and successful candidates may also be eligible for additional, variable incentive compensation dependent on the role. Please be advised that a final salary offer will be based on various factors, including but not limited to your qualifications, education, experience, skills, seniority, performance, and Palladium's business or organizational needs.
Reporting Lines:
The role will report directly to the Senior Manager, Finance and Administration, Data.FI
Primary Duties and Responsibilities:
Ensure the recording of vendor invoices and costs, and corresponding payments are completed in an accurate and timely manner and in compliance with the appropriate terms and internal controls
Match purchase orders and authorization forms to vendor invoices and check to ensure they have all the relevant information and are coded correctly
Review, correct, and organize vendor invoices and create vouchers for data entry
Set up vendors in Costpoint system and maintain reconciled records for accurate preparation of year-end Form 1099 reporting
Process vendor invoices, travel expenses, expense claims and purchase vouchers
Support local teams with field voucher upload questions as needed
Reconcile the creditors to statements and ensure the general ledger reconciles with the accounts payable sub-ledger
Prepare analysis of AP, prepaid and advance accounts and reconcile payments
Project rejournal adjustments and ensure compliance with company processes
Maintain and use advanced spreadsheets including updating templates for field vouchers, budget trackers, and forecast
Ensure proper general ledger coding in all project transactions
Project bank account and salary and wages reconciliations
Maintain organized online AP records
Assist line manager with any audit requests / documentation and timesheet compliance of the Data.Fi team
Formulating any reports as requested by Management, HR, or Finance
Any other duties as required
Essential Criteria:
Understanding of basic accounting practices and procedures
Proficient Microsoft Excel experience with the ability to use functions to manipulate data, format, and the use of pivot tables and Look-Up functions
Demonstrated excellence in both written and verbal communication in English, ensuring clear, professional, and effective interactions
Experience in full function of Costpoint Accounts Payable or GL Accounting including multi-currency entries and rate of exchange (ROE) controls
Quick starter with proven ability to deal with complex issues with vouchers, vendors and employees
Exceptional level of attention to details and accuracy, including continuous self-checking of all inputs and transactions
Ability to work independently and be able to operate as part of a team and able to communicate in a polite and respectful manner at all times
Ability to communicate effectively within different cultural contexts
Excellent administration, organization and planning skills
Applications will be accepted on a rolling basis. We encourage you to apply early as the position may close once a suitable candidate is found.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or status as a protected veteran.
Should you require any adjustments or accommodations to be made due to a disability or you are a neurodivergent individual, or for any other circumstance, please email our team at and we will be in touch to discuss.
Safeguarding - We define Safeguarding as "the preventative action taken by Palladium to protect our people, clients and the communities we work with from harm". We are committed to ensuring that all children and adults who come into contact with Palladium are treated with respect and are free from abuse. All successful candidates will be subject to an enhanced selection process including safeguarding-focused interviews and a rigorous due diligence process.
Apply now Share Save Job
$60k-65k yearly 2d ago
Investment Consultant**
15 Ms Investment Mgmt
Finance consultant job in McLean, VA
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
DUTIES AND RESPONSIBILITIES:
Advise clients in accordance with the Team's agreed upon strategy
Analyze investment opportunities and client needs, and recommend appropriate strategies
Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
Comply with all industry rules and regulations
Additional tasks as needed
EDUCATION AND/OR EXPERIENCE
Minimum of bachelor's degree or comparable professional certification required
Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
Product and state licenses must be in parallel to Financial Advisors on the Team
At least 5 year(s) of business experience and proven success in a previous career
Minimum of 5 years FINRA Registration preferred
KNOWLEDGE/SKILLS
Extensive knowledge around financial industry and product knowledge
Ability to communicate effectively with co-workers and clients
Excellent written and oral communication skills
Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO:
Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry.
Their approach emphasizes true partnership-pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers.
About the Industrials Group
Led by senior professionals, our client's Industrials Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the industrials landscape and help turn ambitious goals into reality through M&A and private capital advisory services.
The team has deep experience across sectors including:
Building Products & Materials
Chemicals & Specialty Materials
Engineered Equipment, Products & Components
Industrial Technology
Packaging
Why This Opportunity Stands Out
This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled-professionals who are eager to be part of something bigger than themselves.
As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader.
The Role
Our client seeks a talented Associate to join their Industrials Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts.
This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination.
Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States.
Key Responsibilities
Deal Execution & Analysis
Execute sell-side M&A transactions across all phases of the deal lifecycle
Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses
Conduct comprehensive valuation analyses using multiple methodologies
Perform detailed industry research, competitive analysis, and market assessments
Prepare pitch materials, management presentations, and transaction marketing materials
Coordinate due diligence processes and manage data room activities
Support senior bankers in client meetings and presentations
Team Collaboration & Development
Work closely with Vice Presidents to manage deal workstreams and timelines
Guide and mentor Analysts on financial modeling, analysis, and presentation preparation
Provide feedback and coaching to junior team members
Ensure accuracy and quality of all deliverables
Collaborate effectively across deal teams and office locations
Client & Market Engagement
Participate in client meetings and calls alongside senior bankers
Develop understanding of client business models, strategies, and industry dynamics
Support business development initiatives and pitch preparation
Stay current on market trends, transactions, and industry developments
Required Qualifications
2-3 years of investment banking experience, with sell-side M&A experience preferred
Strong financial modeling and valuation skills with high attention to detail
Proficiency in Excel, PowerPoint, and financial databases
Excellent analytical and problem-solving abilities
Strong written and verbal communication skills
Ability to manage multiple projects simultaneously and meet tight deadlines
Bachelor's degree required; advanced degree or certifications preferred
Demonstrated work ethic and ability to thrive in a fast-paced environment
Team-oriented mindset with willingness to collaborate and support colleagues
Willingness to travel up to 15% of the time
Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire
What Defines Success in This Role
Our client's top-performing Associates demonstrate:
Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy
Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently
Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers
Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs
Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement
Compensation & Benefits
Highly competitive base salary commensurate with experience
Performance-based bonus eligibility tied to company, business unit, and individual performance
Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan
Generous paid time off including vacation, holidays, and parental leave
Structured training program and professional development resources
Mentorship opportunities with senior bankers
Clear path for advancement to Vice President
Guggenheim Securities ("GS") is seeking exceptional Analyst Interns to join its Healthcare Services team in Richmond. This position will focus primarily on covering pharma services and have the opportunity to work with both Richmond and New York based Healthcare Services senior bankers.
The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including payors, providers, HCIT, pharma services and animal health.
Our Analyst Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Analyst Interns benefit tremendously from the experience and partnership they have with our Analysts, Associates, Vice Presidents, Managing Directors and Senior Managing Directors.
GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
* Perform financial and valuation analysis such as discounted cash flow analysis, leveraged buyout analysis, public and transaction comparable valuation analysis
* Prepare client pitch presentations
* Preparation of transaction marketing materials including teasers, information memoranda, company operating models, and other transaction-related documentation
* Interact with senior bankers, senior management at clients, transaction lawyers and accountants
* Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
* Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
* Develop an in depth understanding of M&A deal processes
Preferred Qualifications
* Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
* Highly organized, with the initiative and ability to work with limited supervision
* Excellent analytical skills and attention to detail
* Strong written and oral communication skills
* Effective process management abilities
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Salary
* A salary based on an annual rate of $110,000 per year
* The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 16d ago
Investment Banking Associate
Prospect Blue 4.1
Finance consultant job in Richmond, VA
Job Description About the Opportunity
ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries.
This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you'll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish.
Key Responsibilities
Conduct detailed financial modeling, valuation, and deal structure analysis.
Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations.
Research and evaluate potential strategic and financial buyers.
Manage diligence processes including data room organization, third-party coordination, and document review.
Support client interactions, including buyer communications, management meetings, and presentation preparation.
Provide mentorship and guidance to analyst-level team members and assist in managing team workflow.
Qualifications
2-5 years of experience in investment banking or a related financial advisory role.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Proven proficiency in financial modeling, valuation, and transaction analysis.
Exceptional analytical, quantitative, and written communication skills.
Strong working knowledge of Microsoft Excel, PowerPoint, and Word.
Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment.
FINRA licensing preferred (or willingness to obtain within six months).
CFA or CPA designation is a plus.
Guggenheim Securities (“GS”) is seeking exceptional Analyst Interns to join its Healthcare Services team in Richmond. This position will focus primarily on covering pharma services and have the opportunity to work with both Richmond and New York based Healthcare Services senior bankers.
The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including payors, providers, HCIT, pharma services and animal health.
Our Analyst Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Analyst Interns benefit tremendously from the experience and partnership they have with our Analysts, Associates, Vice Presidents, Managing Directors and Senior Managing Directors.
GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
Perform financial and valuation analysis such as discounted cash flow analysis, leveraged buyout analysis, public and transaction comparable valuation analysis
Prepare client pitch presentations
Preparation of transaction marketing materials including teasers, information memoranda, company operating models, and other transaction-related documentation
Interact with senior bankers, senior management at clients, transaction lawyers and accountants
Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
Develop an in depth understanding of M&A deal processes
Preferred Qualifications
Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
Highly organized, with the initiative and ability to work with limited supervision
Excellent analytical skills and attention to detail
Strong written and oral communication skills
Effective process management abilities
Basic Qualifications
Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Salary
A salary based on an annual rate of $110,000 per year
The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 18d ago
Financial Assistance Advisor
ECPI University
Finance consultant job in Virginia Beach, VA
Financial Assistance Advisor will work at ECPI University's Virginia Beach Health Science campus location. 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.
Investment Banking Associate An Investment Banking Associate at Clearsight Advisors plays a critical execution and project management role within the investment banking team. Associates work closely with Analysts, Vice Presidents, and Managing Directors to execute mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. The role combines deep financial analysis, client ready materials, and deal coordination, often under tight deadlines.
Key Responsibilities
Financial Analysis & Modeling
* Build and review complex financial models, including:
* Discounted Cash Flow (DCF)
* Comparable Company Analysis
* Precedent Transaction Analysis
* LBO and merger models
* Analyze historical and projected financial statements
* Perform valuation analyses and scenario modeling
* Review Analyst work for accuracy and quality control
Transaction Execution
* Support execution
* Coordinate due diligence processes and data rooms
* Interact with legal teams, accountants, and external advisors
* Track deal milestones, timelines, and deliverables
* Prepare transaction documentation
Client Materials & Presentations
* Create and review pitch books, management presentations, and confidential information memoranda (CIMS)
* Ensure materials are analytically sound, well-structure, and client-ready
* Participate in client meetings, calls, and internal deal discussions
* Assist senior bankers in developing strategic recommendations
Team Leadership & Mentorship
* Manage and train Analysts
* Delegate work and provide constructive feedback
* Serve as the first line of quality control before VP-level review
* Help maintain team morale in a high-pressure environment
Required Qualifications
* Bachelor's degree from a top academic institution
* 3-4 years of relevant experience in investment banking
* Advanced financial modeling and valuation skills
* Strong accounting knowledge
* Excellent written and verbal communication skills
* High attention to detail and ability to multitask
Preferred Skills & Attributes
* Leadership and project-management experience
* Client-facing confidence and professionalism
* Strong business judgment and commercial awareness
* Proficiency in Excel, PowerPoint, and financial databases (Capital IQ, Pitchbook, etc.)
* Ability to anticipate senior banker and client needs
Work Environment
* Collegial but fast-paced, deadline-driven environment
* Significant exposure to senior executives and complex transactions
* Steep learning curve with strong career acceleration
Applicants should apply to ******************************
$84k-128k yearly est. Easy Apply 15d ago
Associate - Investment Banking
Friedman, Billings, Ramsey Group, Inc. 4.2
Finance consultant job in Arlington, VA
Arlington, VA About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************
Job Description and Requirements
The Associate role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Associate. Ability and willingness to undertake travel is required.
Required Skills and Competencies
* Minimum 3-5 years of experience at a professional services firm, consulting firm, audit firm, or investment banking.
* Track record of consistently delivering high-value work to meet client's needs.
* Experience supervising other professionals is preferred.
* Strong financial analysis and modeling skills. Strong understanding of financial statements.
* Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment.
* Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence.
* Advanced knowledge of Excel and PowerPoint.
* Exceptional customer service and interpersonal skills.
* An undergraduate degree from a top academic institution and a strong GPA required.
* Advanced degree(s) and applicable professional certification(s) are preferred.
$97k-139k yearly est. 33d ago
Senior Analyst, Investment Banking
BDO USA 4.8
Finance consultant job in Richmond, VA
BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm's expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. The candidate will be expected to research prospective clients and their industries, assist in the creation of pitch materials, develop financial models and draft offering memoranda. The candidate will gain in-depth exposure to the financials and operations of companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. At BCA, analysts actively participate in every phase of a client engagement and gain the skills to build a successful career in investment banking. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact.
BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm.
The BCA team specializes in providing sell-side M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.
Job Duties:
Supports the execution and the origination of M&A transactions
Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Analyzes companies and industries and work directly with client management teams
Prepares pitch books, offering memoranda and management presentations
Organizes and manage responses to inquiries from potential investors as well as coordinate other diligence activities
Manages several projects concurrently
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred
Experience:
One (1) or more years of investment banking, private equity or related financial services experience, preferred
License/Certifications:
FINRA Series 79 and 63 licenses (if not currently held, will be required shortly after hire), required
Software:
Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred
Languages:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Strong analytical and research skills
Solid organizational skills with exceptional attention to detail
Ability to successfully multitask while working independently or within a group
Ability to work in a deadline-driven environment and manage multiple projects simultaneously
Understanding of basic accounting and valuation methodologies
Ability to travel, as necessary
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $80,000 - $100,000 Maryland Range: $80,000 - $100,000 NYC/Long Island/Westchester Range: $80,000 - $100,000
$80k-100k yearly Auto-Apply 34d ago
Contracts and Financial Analyst
Assured Consulting Solutions
Finance consultant job in Charlottesville, VA
Job Status: Position is active and funded Location: Charlottesville, VA (onsite) Clearance Required: Must be a U.S. Citizen and possess a current and active TS/SCI clearance granted by the Department of Defense or an Intelligence Community agency. Must be able to pass a Counterintelligence (CI) Polygraph. An in place CI Polygraph is desired. Background: Assured Consulting Solutions provides strategic and innovative solutions for customer needs across the business, technology, and organizational spectrum. As a member of our team, you will have the chance to work with customers that are both Government and industry leaders and technology innovators. We are looking for an experienced and highly motivated Contract and Financial Analyst to join our team.
This position will p
rovide advisory and assistance support regarding planning, developing, implementing, and coordinating a variety of analysis, and evaluation of the current and future architecture requirements; specifically this role will assist the Government customer in organizing and tracking technical investment plans to ensure execution of the current year spend plan to meet functional goals and fiscal timelines. Responsibilities include, but are not limited to:
Provide contract/finance advisory and assistance support in generating technical details including market analysis, purchase justifications, material lifecycle plans, bills of material, cost estimates, as well as product and service oriented draft statements of work
Provide contract/finance advisory and assistance support in performing cost-benefit and market analysis to determine if requirements details meet requisition policy for use of Commercial-Off-The-Shelf (COTS) or acquiring COTS software and recommend the most efficient acquisition approach.
Provide services to coordinate and support development of customer needs statements, Requests for Information (RFis) and Requests for Quotes (RFQs).
Provide contract/finance advisory and assistance support in coordinating activities within the Government procurement process to create purchase orders and support receipt of goods/services used to support IT related services.
Identify opportunities for lower pricing and provide cost benefit analysis for procurement requests to meet Government requirements.
Coordinate with the subject matter expert assigned to the organization to ensure that all supporting documentation that must be prepared for an acquisition is completed and accurate before a purchase request is initiated; generating the associated purchase request; assembling the required and coordinated supporting documentation for inclusion with the purchase request.
Required Qualifications:
8 years of contracting and financial experience with the Federal Government including, but not limited to, analyzing and reviewing contract proposals and preparing technical reports; enterprise IT software, hardware, and services procurements, documenting IT requirements, developing purchase justifications and material life cycle plans.
Superior communications skills; excellent responsiveness
Senior-level understanding of MS Excel
Desired Qualifications
Project Management experience and/or PMP certification
Work experience within the DIA or NDOC customer space
Essential Job Functions: The Americans with Disabilities Act (ADA) requires employers to focus on the essential functions of a position to determine whether an individual is qualified. Essential job functions are the fundamental job duties that an applicant or employee must be able to perform, with or without reasonable accommodation.
If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact ACS Human Resources at **************
.
Work synchronously and collaboratively with the Government functional and technical staff, from within a Government SCIF, for an average of 40 hours per week.
Effectively and responsively summarize, analyze, document, and communicate (written and verbal) contracting and financial information as required by the position (all performed in a timely manner).
Use excel and other Government provided tools to perform the finance and contract job functions described under responsibilities.
Travel to the Bethesda, MD location for this work as needed
Education Qualifications: Requires a bachelor of science degree with education and/or experience in data science and data analytics. Work experience and/or certifications will be considered as potential substitutions for a degree. Years of Experience:
8 years w/ Bachelor's Degree
Additional experience and certifications may be considered as a replacement for the Bachelor's Degree
Position Type: Full Time Shift: Day Export Control: For all positions requiring access to technology/software source code that is subject to export control laws, employment with the company is contingent on either verifying U.S.-person status or obtaining any necessary license. The applicant will be required to answer certain questions for export control purposes, and that information will be reviewed by compliance personnel to ensure compliance with federal law. ACS may choose not to apply for a license for such individuals whose access to export-controlled technology or software source code may require authorization and may decline to proceed with an applicant on that basis alone. Assured Consulting Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Minorities, females, disabled and protected veterans are urged to apply. ACS' utilization of any external recruitment or job placement agency is predicated upon its full compliance with our equal opportunity/affirmative action policies. ACS does not accept resumes from unsolicited recruiting firms. We pay no fees for unsolicited services. #LI-Onsite #TSSCI #ContractsManagement #Finance #DIA #NDOC #hotjob
$53k-82k yearly est. 14d ago
Financial Analyst Intern
Virginia Commercial Space
Finance consultant job in Wattsville, VA
Virginia Spaceport Authority Internship Program
gives students the chance to apply their education to real-world challenges through meaningful, hands-on projects. Top candidates are well-rounded students from a variety of backgrounds who demonstrate inquisitiveness, team-orientation, excellence, and resilience. At the time you apply for this announcement, you must be a degree seeking student who is enrolled or accepted for enrollment in an accredited educational institution on at least a half-time basis.
SUMMARY
General Description: The Financial Analyst Intern will support the finance and accounting teams in analyzing financial data, preparing reports, and contributing to key business decisions. This role provides a hands-on learning opportunity for a motivated individual to gain practical experience in financial analysis, budgeting, forecasting, and process improvement initiatives. The intern will assist with tasks such as reconciling financial discrepancies, preparing variance analyses, and creating dashboards to track financial performance metrics. Additionally, the Financial Analyst Intern will collaborate with cross-functional teams, participate in financial planning meetings, and help drive insights that enhance operational efficiency and financial health.
This position is ideal for a detail-oriented and analytical individual with a strong interest in financial management and business strategy. The intern will develop critical thinking skills and gain exposure to the tools, systems, and processes utilized by finance professionals in a dynamic business environment.
Responsibilities and Duties:
Financial Data Analysis:
Assist in analyzing financial reports, and key performance indicators (KPIs).
Identify trends and provide insights to support decision-making.
Budgeting and Forecasting:
Support the preparation of financial forecasts.
Analyze the variances between actual results and projections and prepare variance reports.
Data Collection and Reconciliation:
Gather, organize, and validate financial data from multiple sources.
Reconcile discrepancies in data to ensure accuracy.
Reporting and Presentations:
Prepare financial reports, dashboards, and presentations for internal stakeholders.
Summarize data findings and present actionable insights.
Process Improvement:
Assist in identifying inefficiencies in financial processes and recommend improvements.
Support the automation of manual reporting tasks.
Ad-Hoc Analysis:
Respond to ad-hoc requests for financial analysis or reports from managers or other departments.
Assist in evaluating the financial impact of potential business decisions.
System and Tool Support:
Learn and utilize financial systems (e.g., ERP software like NetSuite, Excel, Power BI).
Provide support in maintaining financial tools and models.
Collaboration:
Work closely with finance, accounting, and operations teams to support cross-functional projects.
Participate in team meetings to contribute ideas and updates.
Research:
Conduct market or industry research to support financial models and business cases.
Assist in benchmarking studies to compare company performance against competitors.
Compliance and Documentation:
Ensure financial records and reports adhere to company policies and regulatory standards.
Document processes and findings to maintain transparency and accuracy.
EMPLOYMENT STANDARDS
General Education
College: Current enrollment in an associate or bachelor's degree program from an accredited college or university
Major: Accounting/Finance/or Business Administration
Job-Related Experience: N/A
Certifications: N/A
Licenses, etc.: Valid driver's license is necessary when operating a vehicle while on agency business.
CONDITIONS OF EMPLOYMENT
Knowledge: Basic concepts of financial reporting, budgeting, accounting principles.
Skills: High knowledge of MS Office suite of products including VB coding in Excel.
Abilities: Critical thinking; Analytical skills
Physical Demands: Work is light requiring lifting of computer equipment and involves typical office behaviors. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stoop, kneel, crouch, or crawl.
The employee must regularly lift and move up to 10 pounds.
Specific vision abilities this job requires include close vision and the ability to adjust focus.
Work Environment: Work is performed in a typical office setting.
Must be able to obtain and maintain eligibility for issuance of a NASA credential.
Must be able to pass a pre-employment background check and drug test.
$34k-57k yearly est. Auto-Apply 60d+ ago
Finance Intern
China Unicom Americas Operations Limited 3.8
Finance consultant job in Herndon, VA
Job Description
Finance Intern
We are looking for a detail-oriented and proactive Finance Intern to join our team. This position offers a great opportunity to gain hands-on experience in daily financial operations, accounting processes, and financial reporting. The intern will work closely with the finance team to support various accounting tasks and contribute to process improvement initiatives.
Key Responsibilities:
Assist with daily bank account reconciliation, ensuring the accuracy and consistency between bank statements and accounting records.
Support the entry and verification of financial data, ensuring timely and accurate accounting.
Organize and maintain financial documents, vouchers, and reports in accordance with company policies.
Assist in the preliminary preparation and basic analysis of financial reports.
Provide support for other administrative and transactional tasks as required by the finance team.
Qualifications:
Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related discipline.
Proficient in Microsoft Excel and other office software; experience with financial systems is a plus.
Fluent in English and Mandarin Chinese.
Strong attention to detail and a high sense of responsibility.
Good communication skills and a collaborative team player.
Quick learner with the ability to adapt to a fast-paced work environment.
China Unicom is one of the world's leading telecommunications companies, consistently ranked among the Fortune Global 500, having significant influence and market position in the industry. We commit to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.
$30k-43k yearly est. 13d ago
Finance Rotation Program
Navy Federal Credit Union 4.7
Finance consultant job in Vienna, VA
To offer December 2025 or Spring 2026 college graduates an opportunity to learn how Finance and Accounting plays a critical role in our business. Rotational program team members will be provided an opportunity to utilize and further develop business knowledge, creative problem-solving abilities, analytical, communication, and technical skills through training targeted, mentoring, and development advising from seasoned leaders to impact their future success to excel in their career development. Provide professional execution of day-to-day tasks and special projects while working within established standards, policies, and procedures. Receive guidance and direction from team and management.
Responsibilities
Develop financial forecasts and analyze key performance metrics to provide meaningful insight into business trends
Play a key role in evolving product and strategy decisions by partnering closely with business leaders and enterprise service organizations
Build influencing skills through partnership with key stakeholders and leadership
Consolidate business segment performance and financial reporting
Challenge the way we work with Technology, evaluate new ways of working through experimentation, and leverage new technologies
Develop proficiency in financial modeling, data and reporting automation, as well as data visualization tools
Provide support to assigned department, may work on small projects or portions of larger projects
Assist and collaborate with various levels of staff to accomplish tasks/assignments
Perform other duties as assigned
Qualifications
Currently has, or is in the process of obtaining, a bachelor's degree or higher with an expectation that degree will be obtained by December 2025 or Spring 2026
Demonstrated interest in financial management, technology aptitude, and digital learning
Ability to work in a dynamic, collaborative environment
Desire for continuous learning as well as diverse experiences and locations
Strong self-motivation, attention to detail, and awareness to ask questions when needed
Advanced quantitative, analytical, problem-solving, and conceptual skills
Advanced interpersonal, leadership, and communication skills
Advanced database and presentation software skills
Advanced organizational, planning and time management skills
Advanced skill maintaining accuracy with attention to detail and meeting deadlines
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.