Finance planner jobs in Alexandria, VA

RETS Associates on behalf of our client, a fully integrated, national real estate investment and management firm that specializes in grocery anchored retail real estate, is seeking an Investment Associate in their Bethesda HQ. This unique role will work with senior management to lead new acquisition activity, redevelopment opportunity, and help influence critical decisions regarding new and existing investments. This person must be agile, detail oriented, highly proficient in Argus Enterprise and Excel. Qualifications Bachelor's degree in Real Estate Finance, Accounting or related field 4+ years commercial real estate experience, preferably in retail Advanced proficiency in Argus Enterprise, MS Excel and Word. Moderate debt knowledge and an understanding of retail real estate industry are required.

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 Financial Consultant (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 financial consulting, 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

SimVentions is a 100% employee-owned business and has consistently been voted one of Virginia's Best Places to Work. We are seeking a detail-oriented candidate with extensive knowledge of computer or software engineering, and an interest in shaping acquisition efforts and documentation to support the Standard Tester of Reprogrammable Munitions (STORM) Major Capability Acquisition Program (ACAT-III). This position is located at NAVAIR Station Pax River in St. Mary's County, MD and requires daily on-site presence. Clearance: An ACTIVE Secret Clearance is required for this position. Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information. US Citizenship is required to obtain a clearance. Requirements: - At least eight years experience performing software requirements analysis, software design, software coding, software integration and software testing. - Experience reporting program status and risks to Program Office leadership. - Experience developing or working with new software requirements including preparing Statements of Work (SOWs) Contract Deliverable Requirements Lists, and Independent Government Cost Estimates (IGCEs). - Experience with Agile development methodologies and/or DevSecOps. - Experience using Jira and Confluence. Responsibilities: - Participate in technical exchanges with external program offices to promote solution interoperability. - Provide recommendations for software enhancements to improve performance, sustainability, architecture, and interoperability. - Identify and advise on strategies to mitigate software obsolescence. - Collect inputs and feedback from customers to understand mission objectives and generate development requirements. - Work with product managers, UI/UX designers, and DevOps teams to align technical and deployment solutions with user needs. - Lead technical software design and code reviews. - Establish coding and test coverage standards. - Facilitate the implementation of automated software testing strategies. - Coordinate with Cyber Security SMEs to conduct assessments and develop plans to resolve software vulnerabilities. - Develop software cost estimates, program schedules, and risk mitigation strategies. Preferred Skills and Experience: - Active Scrum Master or Product Owner certification Education: Bachelors Degree in Computer Science or Computer Engineering from an Accreditation Board for Engineering and Technology Inc (ABET) certified college program. Compensation: Compensation at SimVentions is determined by a number of factors, including, but not limited to, the candidate's experience, education, training, security clearance, work location, skills, knowledge, and competencies, as well as alignment with our corporate compensation plan and contract specific requirements. The projected annual compensation range for this position is $90,000 - $140,000 (USD). This estimate reflects the standard salary range for this position and is just one component of the total compensation package that SimVentions offers. Benefits: At SimVentions, we're committed to supporting the total well-being of our employees and their families. Our benefit offerings include comprehensive health and welfare plans to serve a variety of needs. We offer: Medical, dental, vision, and prescription drug coverage Employee Stock Ownership Plan (ESOP) Competitive 401(k) programs Retirement and Financial Counselors Health Savings and Health Reimbursement Accounts Flexible Spending Accounts Life insurance, short- & long-term disability Continuing Education Assistance Paid Time Off, Paid Holidays, Paid Leave (e.g., Maternity, Paternity, Jury Duty, Bereavement, Military) Third Party Employee Assistance Program that offers emotional and lifestyle well-being services, to include free counseling Supplemental Benefit Program Why Work for SimVentions?: SimVentions is about more than just being a place to work with other growth-orientated technically exceptional experts. It's also a fun place to work. Our family-friendly atmosphere encourages our employee-owners to imagine, create, explore, discover, and do great things together. Support Our Warfighters SimVentions is a proud supporter of the U.S. military, and we take pride in our ability to provide relevant, game-changing solutions to our armed men and women around the world. Drive Customer Success We deliver innovative products and solutions that go beyond the expected. This means you can expect to work with a team that will allow you to grow, have a voice, and make an impact. Get Involved in Giving Back We believe a well-rounded company starts with well-rounded employees, which is why we offer diverse service opportunities for our team throughout the year. Build Innovative Technology SimVentions takes pride in its innovative and cutting-edge technology, so you can be sure that whatever project you work on, you will be having a direct impact on our customer's success. Work with Brilliant People We don't just hire the smartest people; we seek experienced, creative individuals who are passionate about their work and thrive in our unique culture. Create Meaningful Solutions We are trusted partners with our customers and are provided challenging and meaningful requirements to help them solve. Employees who join SimVentions will enjoy additional perks like: Employee Ownership: Work with the best and help build YOUR company! Family focus: Work for a team that recognizes the importance of family time. Culture: Add to our culture of technical excellence and collaboration. Dress code: Business casual, we like to be comfortable while we work. Resources: Excellent facilities, tools, and training opportunities to grow in your field. Open communication: Work in an environment where your voice matters. Corporate Fellowship: Opportunities to participate in company sports teams and employee-led interest groups for personal and professional development. Employee Appreciation: Multiple corporate events throughout the year, including Holiday Events, Company Picnic, Imagineering Day, and more. Founding Partner of the FredNats Baseball team: Equitable distribution of tickets for every home game to be enjoyed by our employee-owners and their families from our private suite. Food: We have a lot of food around here! FTAC

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at ************************* .

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales

Job Title: Food Cost Analyst - Airline Catering Salary Range: $75,000.00 - 90,000.00 About us LSG Sky Chefs is one of the world's largest airline catering and hospitality providers, known for its outstanding reputation and dynamic approach in the industry. Voted “Airline Caterer of the Year in North America” for 2023 and 2024, we are committed to excellence and innovation, driven by the dedication and expertise of our talented employees. Our team members are the heart and soul of our success, consistently delivering exceptional culinary experiences and outstanding service to our clients and their passengers across North and Latin America. Role Purpose Statement The role involves executing critical supply chain activities with a focus on data analysis for financial reporting and driving improvements across our supply chain processes. You will be at the forefront of identifying and implementing efficiencies, with a keen eye on achieving significant gains in operational performance and food cost reduction. Main Accountabilities Business Strategy & Innovation: Lead the design and deployment of cutting-edge tools and data analytics to drive consistent and insightful reporting on Supply Chain performance across all CSCs, empowering teams with actionable intelligence. Supply Chain Mastery: As a key leader within the Supply Chain team, spearhead the creation and implementation of the innovative Food Cost Tracker and advanced technical reporting systems, setting new benchmarks for operational efficiency. Orchestrate and guide procedural workgroups, overseeing the full lifecycle of documentation-from authoring to quality control-ensuring precision and clarity in all processes. Facilitate the assignment of training to keep teams at the forefront of industry standards. Collaborate seamlessly with specialized programs, ensuring cutting-edge tools and comprehensive documentation are always available for optimal operational performance. Data-Driven Decision Making: Dive deep into supply chain analytics, including spend tracking, food cost analysis, inventory management, and compliance assessments. Provide innovative solutions to root cause issues and champion continuous improvement. Assess and refine demand-planning methods within CSCs, leveraging consumption trends and developing forward-thinking data measures to optimize resource allocation. Integrate state-of-the-art analytical tools into financial controlling and performance reporting, ensuring alignment between CSCs and corporate goals. Lead the charge in redefining operational metrics, challenging the status quo by developing advanced measurement tools and driving improvements in planning accuracy and overall performance. Collaborative Innovation & Leadership: Partner with internal stakeholders to provide strategic insights and actionable recommendations, owning initiatives that reduce food costs and enhance overall efficiency. Balance the intricate details of goods receipts while resolving APW issues with finesse, ensuring seamless operations and cost control. Offer expert analytical support to drive success across a range of high-impact processes and projects, leading teams towards strategic excellence. Reporting: This position reports to the CSC Materials Manager or Supervisor with a dotted line to the Supply Chain Management team for training, reporting, and mentorship. Knowledge, Skills and Experience • An Associate degree or equivalent hands-on experience in a related field, demonstrating a solid foundation in business and supply chain dynamics. • 2 to 5 years of proven success in a similar role, with a track record of driving operational excellence and innovation. • Mastery of computer systems, with strong skills in MS Office (Word, Excel, PowerPoint) and Google Suite, ensuring seamless productivity and collaboration. • Familiarity with SAP MM and CBase is a plus, showcasing your ability to work with sophisticated enterprise resource planning systems. • Exceptional verbal and written communication skills, paired with the ability to deliver compelling presentations that influence stakeholders at all levels. • A self-directed professional with outstanding organizational and interpersonal skills, ready to lead and collaborate with diverse teams. • In-depth understanding of Lean Manufacturing principles, Supply Chain management, and Purchasing, positioning you as a strategic asset in driving efficiency. • Advanced reconciliation abilities, demonstrating meticulous attention to detail and the capacity to handle complex financial tasks. • Superior analytical and conceptual thinking skills, enabling you to break down complex problems and develop innovative solutions. • A keen eye for detail and strong time management skills, ensuring that tasks are completed with precision and efficiency. • A natural problem-solver, equipped with the skills to tackle challenges head-on and drive continuous improvement across the organization. LSG Sky Chefs is an EEO and Affirmative Action Employer of Women/Minorities/Veterans/Individuals with Disabilities.

The University of Maryland Medical System (UMMS) is an academic private health system, focused on delivering compassionate, high quality care and putting discovery and innovation into practice at the bedside. Partnering with the University of Maryland School of Medicine, University of Maryland School of Nursing and University of Maryland, Baltimore who educate the state's future health care professionals, UMMS is an integrated network of care, delivering 25 percent of all hospital care in urban, suburban and rural communities across the state of Maryland. UMMS puts academic medicine within reach through primary and specialty care delivered at 11 hospitals, including the flagship University of Maryland Medical Center, the System's anchor institution in downtown Baltimore, as well as through a network of University of Maryland Urgent Care centers and more than 150 other locations in 13 counties. For more information, visit ************* Job Description Provides effective, consistent use, and data integrity of standard policies, procedures, work instructions, risk, and control matrices (RCMs), and flowchart documentation for all assigned functional areas. Serves as a functional expert on financial reporting and ERP operational documentation, functions as a liaison between various teams. Works collaboratively to implement and document new operations checklists and functions as a superuser. Assist in the formation, implementation, and execution of the business plans by providing technical support, budget and ad hoc analysis, and regulatory policies and procedures documentation. Primary Responsibilities The following statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job responsibilities performed. Develops, enhances, and maintains the data integrity of existing and new Financial Reporting, ERP, and system level policies, procedures, work instructions, risk and control matrices (RCMs), and flowchart documentation for all key functional areas to support accurate, consistent, efficient, and quality service to internal and external customers. Implements a routine update schedule to ensure current and new policies and procedures are correctly documented and being interpretated correctly. Identifies & documents new policies and procedures improvements that will improve UMMS operations. Provides technical documentation support in the implementation of generally accepted accounting principles, financial reporting, and ERP requirements. Assists management in providing acceptable records and supporting documents to all internal and external auditors in a timely manner. Maintain various records, files, supporting documentation for regulatory or other reporting purposes. Acts as a “Super User” in the development and implementation of a new business/significant operations checklist. Fully understands the functionality and integrated workflows to ensure it operates efficiently and effectively. Reviews available tools to effectively house the new business operations/significant operations checklist to recommend a tool to leadership for early adoption. Represents the best interests of Finance through full participation in special projects and in doing so acts as Financial Reporting and ERP representative for project management. Due to the frequency of special projects, the individual maintains a structured process for successful implementation & participation in the project including but not limited to effective planning, change management, communication, engagement of impacted parties, and resource engagement/acquisition of internally/external resources. Communicate regularly with various finance personnel to ensure optimal efficiency and effectiveness of financial reporting. Assists, manages, schedules, coordinates, and directs project activities, assigns work, monitors work and evaluates performance. Supports the Financial Reporting & ERP team through the creation of standardized testing plans and validation tools for the systems we use. Compiles and analyzes data to answer routine and ad hoc reporting and analytic requests assigned. Organizes and maintains major reports and schedules containing complex data from multiple sources and assists in the implementation of new processes. Apply UMMS policies and procedures as well as federal, state, and local statutes or regulations governing general accounting practices to ensure accurate and effective service. Perform all other duties as assigned. Qualifications Education & Experience - Required Bachelor's degree in accounting, finance, or related field or equivalent. Minimum five (5) years of previous experience in professional accounting or auditing. Knowledge, Skills, & Abilities Proficiency in preparing and analyzing financial data and in performing complex mathematical calculations is required. Knowledge of general accounting principles is required. General knowledge of state and federal tax laws and regulations. Demonstrate expert knowledge of Microsoft Office Suite, including Excel, Word, and Power Point in the analysis of financial data and creation of clear, concise reports, communications, and documentation. Ability to use Microsoft Outlook e-mail/Calendar functionality. Strong organization, critical thinking, and problem-solving skills with a meticulous diligence and results are required to develop/document/implement efficient work processes and successfully resolve difficult, conflict-oriented situations. Effective time and change management skills are required. Able to work effectively in a frequently stressful work environment and meeting deadlines. High accountability for areas of direct responsibility. Ability to manage confidential projects with integrity and discretion. Highly effective verbal and written communication and documentation skills. Additional Information All your information will be kept confidential according to EEO guidelines. Compensation: Pay Range: Other Compensation (if applicable): Review the 2025-2026 UMMS Benefits Guide

Campbell County Health (CCH) is more than just a hospital-we are a comprehensive healthcare system serving northeast Wyoming. Our organization includes Campbell County Memorial Hospital, a 90-bed acute care community hospital in Gillette; Campbell County Medical Group, featuring nearly 20 specialty and primary care clinics-including locations in Wright and Hulett; and The Legacy Living & Rehabilitation Center, a long-term care facility. To be responsive to our employee's needs we offer: Generous PTO accrual (increases with tenure) Paid sick leave days Medical/Dental/Vision Health Savings Account, Flexible Spending Account, Dependent Care Savings Account 403(b) with employer match Early Childhood Center , discounted on-site childcare And more! Click here to learn more about our full benefits package JOB SUMMARY The Revenue Cycle Analyst plays a key role in ensuring financial excellence across Campbell County Health. This position partners with the Revenue Cycle Director and cross-functional teams to analyze data, identify opportunities for improvement, and strengthen revenue management processes. The role is responsible for tracking key performance indicators, evaluating vendor performance, and developing actionable plans that enhance efficiency and accuracy throughout the revenue cycle, including billing, charge capture, coding, denial management, and self-pay operations. The Revenue Cycle Analyst contributes to informed decision-making and ensures Campbell County Health receives appropriate reimbursement for services provided. ESSENTIAL FUNCTIONS Responsible for collecting, documenting and analyzing reimbursement data. Reports any reimbursement trends/delays to management. (e.g., billing, denials, claim denials, pricing errors, payments, etc.) Prepares daily, weekly, monthly and quarterly reports - including ad hoc reports as needed. Assist Management with generating reports. Establish relationships with other CCH departments; build and maintain effective business partner relationships. Provides exceptional customer service to internal and external customers. Interacts frequently with other Finance staff, IT staff, PFS staff, HIM staff, Patient Access staff and Management. Utilizes current payer contract terms and payer mix information to estimate net revenue calculations. Monitors coding and billing updates or changes that could affect revenue and assesses contract terms and methodologies to ensure maximum reimbursement. Maintains confidentiality of all personnel and personal health information. Analyses and trends claim issues for root cause resolution, including chargemaster corrections, department education or other process improvements. Work with Department Directors/Managers and any other staff to do billing reviews and identify opportunities to improve charge capture. Understands insurance terms and contract language (e.g., HMO, PPO, Medicare Advantage, % of charges, exclusions, Timely Filing). Fluent in understanding Coding rules/concepts; bundling issues, MUE and modifier issues, medical necessity, etc. Familiar with CPT, HCPCs, and ICD10 Coding systems. Performs other duties as assigned. Actively participates in Mandatory Education programs. Adheres and actively participates in customer service standards and promotes a service orientation in the performance of job duties and responsibilities and interactions with patients, visitors, and other staff members. Must be free from governmental sanctions involving health care and/or financial practices. Complies with the hospital's Corporate Compliance Program including, but not limited to, the Code of Conduct, laws and regulations, and hospital policies and procedures. JOB QUALIFICATIONS Education Bachelor's degree in healthcare preferred, or associate's degree in healthcare will be accepted or equivalent years of experience will be considered. Licensure None Certifications Required Preferred RHIA, RHIT, CPC or CCS but not required. Experience Three (3) years' experience in a hospital setting, healthcare industry preferred. EPIC experience preferred. Knowledge, Skills, and Abilities Must be proficient in medical terminology Current knowledge of revenue cycle processes and hospital/medical billing. Must be proficient in understanding CPT. HCPCs, ICD10 coding conventions. Current knowledge of NCCI edits, Medical Necessity rules as applied in LCD/NCD/LCA/NCA policies. This position requires interpersonal and communication skills, analytical and organizational skills, critical thinking and the ability to meet deadlines. PIee4ca4eb1bfc-30***********8

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. **Job Responsibilities** + Develop content for strategic meetings with clients regarding M&A or capital market transactions + Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives + Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses + Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations + Provide leadership, mentorship and supervision to Associates and Analysts + Participate in graduate recruiting **Required qualifications, capabilities, and skills** + Prior work experience in an investment banking front office role. + A well-rounded academic background from a top tier educational institution. + Strong financial modelling skills + Understands transaction cycle and the steps in the process and is execution oriented. + Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. + Self-directed, highly motivated, and able to work independently JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $175,000.00 - $225,000.00 / year

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

Join a fast-growing private equity firm shaping the next wave of software and services leaders. Role: Talent Analyst Pay: $80,000-$120,000 salary Schedule: Monday-Friday, full-time What you'll do Source and engage top talent across PE portfolio roles Support full-cycle recruiting from outreach to offer Manage candidate pipelines and interview coordination Maintain and improve ATS, CRM, and talent databases Lead outreach to prospective candidates and partners Research market trends to inform hiring strategies Build and share best practices across portfolio hiring teams Must-haves Bachelor's degree in Business, HR, Psychology, or related field 2-5 years in recruiting, executive search, consulting, or sales Experience with LinkedIn Recruiter, Workable, or similar tools Strong writing, communication, and organizational skills Able to juggle multiple priorities in a fast-paced setting Perks & pay Pay: $80,000-$120,000 base, commensurate with experience Health, dental, and life insurance 401(k) with matching contribution Career growth within a top-tier private equity environment Exposure to senior leadership and portfolio executives Schedule & setup Monday-Friday, full-time Onsite in Washington, D.C. (Hybrid considered for strong fits) Some travel to DC offices as needed Your work connects leaders to opportunity and fuels growth across our client's portfolio. You'll own key recruiting projects and grow fast inside a firm that rewards drive and follow-through. At Urrly, fairness matters. We use AI to review every application against the same clear requirements for the role. This means every candidate is evaluated on job-related factors like skills, certifications, and experience-not on personal attributes such as gender, race, age, or background. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants. Apply Today to join a driven private equity team and grow your career in talent.

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: * Building valuation models and supporting transaction execution * Conducting company and industry research * Preparing client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers on engagements across sectors and geographies * Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications * 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications * MBA with an expected graduation date of December 2026 to June 2027 * Strong verbal and written communication skills * Ability to operate effectively both independently and in teams * Advanced Microsoft Office (Excel, PowerPoint, Word) skills * Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Washington, D.C. Pay Range: Washington, D.C.: $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description Direct Counsel, LLC is partnering with a leading global law firm to seek a talented and driven Finance Associate for the firm's Washington D.C. office. This is a unique opportunity to join a highly sophisticated Global Finance team, working closely with the firm's nationally recognized Business Restructuring & Reorganization practice. The ideal candidate will bring significant experience with liability management transactions, DIP financings, bankruptcy exit financings, and/or special situations financings. Key Responsibilities: Represent creditors or borrowers in complex financing transactions related to: Liability management Debtor-in-possession (DIP) financings Exit financings from Chapter 11 Special situations and opportunistic financings Work closely with teams on top-of-capital-structure representations, often involving: Hedge funds CLO managers Private equity sponsors Financial institutions Advise on both in-court (Chapter 11) and out-of-court restructurings. Collaborate across practice areas to manage sophisticated, often high-profile, transactions. Qualifications: J.D. from an accredited U.S. law school Admitted to practice and in good standing in at least one U.S. jurisdiction Law school class years 2017-2020 Strong background in finance, restructuring, or special situations law Experience with secured lending, credit agreements, and financial instruments Excellent analytical, negotiation, and communication skills Ability to thrive in a fast-paced, team-oriented environment Compensation: Annual Salary Range: $365,000 - $435,000 (Commensurate with experience and qualifications) Bonuses: Discretionary and performance-based

Type of Requisition: Regular Clearance Level Must Currently Possess: None Clearance Level Must Be Able to Obtain: None Public Trust/Other Required: None Job Family: Interns Job Qualifications: Skills: Accounting, Finance, Financial Reporting and Analysis, Microsoft Office, Problem Solving Certifications: None Experience: 0 + years of related experience US Citizenship Required: No Job Description: Finance Intern (Seasonal) Seize your opportunity to make a personal impact as an Intern (Seasonal) supporting Defense Program Finance. GDIT is your place to make meaningful contributions to challenging projects and grow a rewarding career. At GDIT, people are our differentiator. As an Intern (Seasonal) you will help ensure today is safe and tomorrow is smarter. Our work depends on Intern (Seasonal) joining our team to support the Defense Program Finance team with cost and revenue analysis, forecasting/projecting program metrics and ad-hoc reporting. HOW AN INTERN (SEASONAL) WILL MAKE AN IMPACT ● Performs administrative duties in support of a department or customer. Works on a short-term, seasonal basis. ● Engage with leaders and teammates to learn various financial systems, processes, and procedures. ● Work one-on-one and within groups assisting with evolving technology and internal reporting improvements. Help analyze different historical trends across financial metrics, providing forecasting insights. ● Our team is hybrid, collaborating in-person and virtually. ● Assisting with improvements to current trend analysis and embracing new reporting technology will enhance the finance team's overall reporting abilities. ● Insights provided to leadership will make a real-time impact in business decisions and reporting requirements. ● Use critical thinking combined with financial foundations and a curiosity about emerging technology to support our utilization of those technologies. WHAT YOU'LL NEED TO SUCCEED: ● Education: High School Diploma/GED; some college ● Required Experience: 2+ years of college experience with a concentration in Finance or Accounting ● Required Technical Skills: Microsoft Excel; Financial Analysis; Data Analytics: Financial Modeling; Budgeting and Forecasting; Presentation Skills: ● Security Clearance Level: none ● Required Skills and Abilities: Ability to communicate across multiple levels of management; Strong analytical acumen; concepts of accounting and finance ● Preferred Skills: Organized; detail oriented; problem solving skills; excellent time management; flexibility to adapt to changing tasks and special projects ● Location: Hybrid; Chesapeake, VA GDIT IS YOUR PLACE: ● 401K with company match ● Comprehensive health and wellness packages ● Internal mobility team dedicated to helping you own your career ● Professional growth opportunities including paid education and certifications ● Cutting-edge technology you can learn from The likely hourly rate for this position is between $19.55 - $26.45. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range. Scheduled Weekly Hours: 40 Travel Required: Less than 10% Telecommuting Options: Hybrid Work Location: USA VA Herndon Additional Work Locations: Total Rewards at GDIT: Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at gdit.com/tc. Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans

Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************** **:** _At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day._ _Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve._ _Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._ _At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!_ Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction - For internal employees; participation in a work from home posture does not make you ineligible to post **Desired Qualifications:** - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! ~$1000 bonus after successful completion of trainee period and promotion to a Financial Representative. ~ An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. ~Work-life balance with vacation, personal time and paid holidays. You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Be able to travel up to 50% of the time, hold and maintain a valid U.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

RETS Associates on behalf of our client, a national leader in transformational land development projects, is recruiting a Financial Analyst - Development in their Germantown, MD office. This position will provide support to a lean and dynamic Development team, and responsible for maintaining and developing the development proforma, analyzing market trends, forecasting and reporting, and supporting the overall strategic planning of data center projects. The Financial Analyst will have 1-4 years of real estate financial analysis experience and a desire for a career path in Development. The ideal candidate will possess a strong analytical mindset, excellent communication skills, and the ability to work collaboratively in a fast-paced environment. Key Responsibilities: Maintain and develop pro-forma models to support the Development team. Assist in budgeting, forecasting, and financial planning activities. Coordinate with internal and external stakeholders including municipalities, regulatory agencies, and consultant teams to support the project management team. Collect, analyze, and interpret data related to project performance, costs, and timelines. Contribute to the development of long-term strategies for data center expansion and optimization. Maintain accurate documentation and records related to project activities. Qualifications: Bachelor's degree in Finance, Business, Economics, Real Estate, or similar. 1-4 years of experience in real estate financial analysis including in depth financial modeling, data analysis, forecasting, and market research. Strong analytical skills with proficiency in financial modeling, data analysis, and market research. Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely. Commitment to high standards of excellence and integrity. Strong attention to detail and excellent organizational skills. Passion for commercial real estate and desire to grow with an exceptional team.

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently