Finance planner jobs in Centreville, VA - 760 jobs

A leading financial institution is seeking an Investment Professional to provide daily support to clients in managing their relationships. You will advise on trades, monitor risks, and handle client documents. The ideal candidate should have a Bachelor's degree, relevant licenses, and expertise in PowerPoint and Excel. This role emphasizes exceptional interpersonal skills and a self-starter attitude. Join us to enhance your career within a collaborative team environment. #J-18808-Ljbffr

We are partnered with a vertically integrated real estate investment, management and development company with a primary concentration in the Washington, DC metropolitan area. The company specializes in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. They are seeking a highly motivated Financial Analyst to support the Director of Financial Analytics and Strategic Initiatives and partner closely with the Investments team. This role will support budgeting, forecasting, variance analysis, and asset performance analysis. The ideal candidate is detail-oriented, analytical, and eager to grow within a fast-paced, entrepreneurial real estate environment. Responsibilities: Support the annual budgeting process, consolidation of department budgets, and periodic budget reforecasting to support the development of updated financial projections. Prepare quarterly budget-to-actual variance reporting, analyze financial results, identify key drivers, and summarize trends for management review. Support preparation and maintenance of cash flow projections, ensuring corporate cost inputs are properly consolidated and results are clearly communicated. Analyze indirect cost allocations and provide corporate cost inputs to project stakeholders for budget and liquidity consideration. Assist with financial reporting systems and infrastructure, including maintenance of account trees and reporting templates. Prepare executive presentation materials, including slides, dashboards, and summary reports that translate detailed analysis into clear, concise insights for senior leadership. Pull monthly reporting from Costar to maintain market analysis on rent growth, new construction projects, occupancy, etc. Conduct ad-hoc financial analysis, research, and assist with special projects to support decision-making, operational improvements, and business initiatives. Education and Experience: Bachelor's degree in Accounting, Finance, Economics, or a related discipline. 1-2+ years of relevant experience in FP&A, corporate finance, or accounting. Strong analytical and quantitative skills with the ability to interpret financial data clearly. Excel proficiency (e.g., financial modeling, data manipulation, scenario analysis). Experience with or exposure to Yardi or similar reporting/ERP systems preferred. Real estate industry experience is a plus. Familiarity with financial reporting structures and budgeting systems preferred

**Counter Threat Finance (CTF) Planner** We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security. As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting in-depth analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to impact global security. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time. Join a high-impact team supporting the Department of Defense (DoD) in disrupting illicit financial networks and strengthening national security. As an Expert CTF Planner, you'll play a critical role in coordinating intelligence analysis, driving strategic planning, and integrating private-sector best practices to enhance DoD and interagency operations. **What You'll Do** + Provide expert advice to partner agencies on strategic guidance, campaign plans, and operational concepts targeting high-priority drug trafficking organizations and transnational criminal groups. + Monitor, assess, and synchronize interagency plans at both strategic and operational levels, leveraging cross-organizational authorities and capabilities for unity of effort. + Develop concepts for coordinating and managing DoD CTF activities in support of law enforcement agencies, including planning, training, operations, customer support, and repeatable processes for stakeholders. + Conduct baseline assessments of analytic cells, align mission goals, and synchronize operational planning efforts. + Enhance collaboration across DoD, U.S. Government, and private-sector partners to advance counter-threat finance operations. + Support DoD leadership with milestone tracking, intelligence analysis updates, and strategic planning documentation. + Assist in designing and developing a DoD CTF certification program to build long-term expertise. **What We're Looking For** + Bachelors Degree with twelve (12) years of specialized experience OR Master's degree degree and Ten (10) years of specialized experience. + Active Top Secret/SCI clearance. + Hands-on planning experience with interagency partners, including the DoD Joint Planning Process and support to national counter-threat network operations. + Proven experience applying financial and economic elements of national power to disrupt threat networks. + Skilled in developing DoD strategies, CCMD campaign plans, and associated planning documents. + Strong knowledge of the DoD Joint Planning Process and interagency operations. + Expertise in applying financial/economic tools of national power to counter threat networks. + Familiarity with federal performance measurement, reporting requirements, and the intelligence cycle. **Desired Skills** + Certifications such as CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner). + Graduate of a military Joint Planners course. + Background in certification, program support, or Intelligence Community operations. Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income 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 laws and supplemental language at Labor Laws Posters (********************************* SkbztPuAwwxfs) .

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner III will include: Prepare financial plans for prospective and existing clients. This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Be available as a direct one-on-one client resource for financial planning questions. Mentor, coach, and review output of other members of the Financial Planning Group. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 5 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Ability to dispense financial planning topics in both supervised and unsupervised setting. Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer). Ability to work independently managing and prioritizing deliverables and supervising those newer to their careers Must be highly flexible and confidential with all matters. Ability to travel up to 10% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $85,000 - $100,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Department: Finance Reports To: VP Finance and Accounting FLSA Status: Exempt Position Type: Full-Time We are seeking an experienced and highly motivated Financial Planner & Analyst to lead our financial planning and analysis function. The FP&A position will oversee the forecasting, budgeting, and financial analysis processes, and provide strategic financial insights to support the organization's growth and profitability. The ideal candidate will possess a deep understanding of financial management principles and a proven track record of driving process improvements. How Good360 is Closing the Need Gap As the global leader in product philanthropy and purposeful giving, Good360's mission is to close the need gap by partnering with more than 400 socially responsible companies to source highly needed donated goods and distribute them through our network of more than 100,000 diverse nonprofits that support people in need. Good360 is the link between organizations with so much to give and communities in critical need, closing that gap and opening new opportunities for all. Since 1983, Good360 has distributed more than $18 billion in needed goods, including more than $3 billion in goods in 2024 alone. Good360 has been named the #2 charity on the Forbes list of America's Top 100 Charities for 2023 and 2024 and has a 4-star Charity Navigator rating. The organization has also been recognized as both a top workplace in the Washington, DC metro area (by the Washington Post) and as a top nonprofit to work for in the United States (by NonProfit Times). Key Responsibilities include, but are not limited to the following Budgeting & Forecasting: Manage and oversee the annual budgeting, monthly forecasting, and long-range financial planning processes, ensuring alignment with organizational goals. Financial Modeling: Develop and maintain complex financial models to support decision-making across various business units and projects. Data Analysis: Analyze financial data to identify trends, variances, risks, and opportunities for improvement, providing actionable insights to senior management. Cross-Functional Collaboration: Collaborate with cross-functional teams to gather relevant information for financial analysis and ensure alignment of financial plans with strategic objectives. Reporting: Lead the monthly financial reporting process, including variance analysis and management reporting. Prepare and maintain management dashboards that provide key performance indicators (KPIs) and other critical metrics. Process Improvement: Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy. Continuously improve financial processes and systems to enhance efficiency and accuracy. Ad-Hoc Analysis: Prepare ad-hoc financial analyses and reports as needed to support decision-making. Strategic Evaluation: Assist in the evaluation of potential investments, mergers, and acquisitions to support growth initiatives. Assist in the preparation of annual budgets, monthly forecasts, and long-range financial plans. Qualifications Qualifications/Requirements Bachelor's degree in Finance, Accounting, or a related field. Minimum 3 years of experience in financial planning and analysis Experience with inventory management, warehousing, and distribution a plus. Strong financial modeling and analytical skills. Proficiency in Microsoft Excel and financial software applications such as NetSuite. Knowledge of BI tools (e.g., Tableau, Power BI) and SharePoint is a plus. Strong knowledge of accounting principles and financial statement analysis. Excellent communication and interpersonal skills, with the ability to present complex financial information clearly and concisely. Strong attention to detail and problem-solving abilities. Ability to work independently and collaboratively in a fast-paced environment. Benefits Our team is Good360's greatest asset. We recognize that our team members contribute valuable skills, knowledge, experience, and passion that is critical to the pursuit of our mission and our progress toward closing the need gap. That is why we offer our team members numerous perks and benefits, including: Heath, dental, and vision coverage programs (including competitive deductible and reimbursement policy) Short-term and long-term disability and life insurance coverage options 403B plan with matching Generous and flexible paid time off policy Volunteer time off policy Hybrid work environment Salary Range $75,000 - $85,000 annually Note: Compensation is based on a candidate's experience, skills, education, and geographic location. This range is based on Washington, D.C.-Maryland-Virginia (DMV) market data; offers to candidates outside this area will reflect local market data. Work Location Hybrid with an office in Old Town Alexandria - minimum 2 days/week in office (Anchor Day - Tuesday)

RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: NoneTRAVEL: NoDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman Corporate Office is seeking a highly qualified candidates for an Financial Analyst Intern in Falls Church, VA. This position requires a highly motivated, self-starter with excellent verbal and written communication skills and attention to detail. The selected candidate will directly report to the Manager of Financial Planning & Strategy and job responsibilities will include, but not be limited to, the following: Provides analytical support for major corporate actions, including capital management decisions, strategic & M&A transactions (including portfolio optimization projects with targeted asset divestitures, bolt-on & large platform transactions) Involved in confidential & special projects in support of the executive management team and Board of Directors The Financial Analyst is also closely involved in long-range strategic/financial planning, setting annual and long-term company-wide compensation metrics, proxy analysis, performing peer competitive analyses, detailed valuation analyses and evaluating the position of the company's business portfolio The role involves coordination with internal and external parties, including investment bankers, consultants, corporate and sector strategic and financial planners, and other business management functions Proactive process improvement approach to recurring deliverables, with a focus on increased data fidelity and reduced cycle time Basic Qualifications A candidate must meet ALL of the below criteria. The candidate must: Be a student who is enrolled full-time and pursuing an undergraduate or graduate degree from an accredited college/university in a background in line with our Global Operations Strategic Disciplines. Be available to work full-time 40 hours per week Must be relevant to the student's course of study or connected to a student's future plans. Preferred Qualifications Have an overall cumulative GPA of 3.0/4.0 or higher Intern Pay Range: Bachelor's: $18.50 to $33.50 per hour Master's: $26.75 to $42.25 per hour The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Risk Management - monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required 1-2 years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy Preferred Qualifications, Capabilities, Skills

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 ******************************

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.

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).

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

To provide financial consulting 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. 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: 6225 Brandon Ave Ste 140, Springfield, Virginia 22150 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. 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

About the Opportunity A century-old, billion-dollar, family-owned company is making its first-ever FP&A hire-and we're looking for a high-impact analyst ready to shape the future of financial planning and strategy. This is a rare chance to step into a newly created role with direct visibility to senior leadership and a clear pathway to management. Why This Role Is Compelling Build FP&A from scratch: Establish new processes, tools, dashboards, and reporting structure. High visibility & influence: Partner directly with senior leaders to drive forecasting, budgeting, and strategic decision-making. Real career trajectory: Designed to evolve into a Manager-level role as the company scales. Stable, values-driven environment: 100+ years in business and planning to double growth this decade. What You'll Do Own budgeting, forecasting, and financial modeling Develop dashboards and reporting to guide operational and strategic decisions Build standardized FP&A processes and best practices Collaborate cross-functionally with leadership across the organization What We're Looking For Strong analytical and financial modeling skills Desire to build and improve FP&A processes Ability to communicate insights to senior leadership A proactive, growth-minded approach Please apply if this sounds like a fit with your background!

A leading financial institution in Washington is seeking an Investment Professional to support client relationships and execution of brokerage trades. The successful candidate will possess a Bachelor's Degree and 1-2 years of related industry experience. Responsibilities include managing brokerage trades, coordinating with team members, and ensuring accurate risk management. Candidates must have Series 7, 66, and Insurance licenses or be willing to obtain them. This is a full-time, on-site position offering the opportunity to work in a dynamic environment. #J-18808-Ljbffr

**Counter Threat Finance (CTF) Planner** We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security. As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting in-depth analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to impact global security. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time. Join a high-impact team supporting the Department of Defense (DoD) in disrupting illicit financial networks and strengthening national security. As a CTF Planner, you'll play a critical role in coordinating intelligence analysis, driving strategic planning, and integrating private-sector best practices to enhance DoD and interagency operations. **What You'll Do** + Provide expert advice to partner agencies on strategic guidance, campaign plans, and operational concepts targeting high-priority drug trafficking organizations and transnational criminal groups. + Monitor, assess, and synchronize interagency plans at both strategic and operational levels, leveraging cross-organizational authorities and capabilities for unity of effort. + Develop concepts for coordinating and managing DoD CTF activities in support of law enforcement agencies, including planning, training, operations, customer support, and repeatable processes for stakeholders. + Conduct baseline assessments of analytic cells, align mission goals, and synchronize operational planning efforts. + Enhance collaboration across DoD, U.S. Government, and private-sector partners to advance counter-threat finance operations. + Support DoD leadership with milestone tracking, intelligence analysis updates, and strategic planning documentation. + Assist in designing and developing a DoD CTF certification program to build long-term expertise. **What We're Looking For** + High School diploma plus 10 years specialized experience or a bachelor's degree plus 5 years specialized experience. + Active Top Secret/SCI clearance. + Hands-on planning experience with interagency partners, including the DoD Joint Planning Process and support to national counter-threat network operations. + Proven experience applying financial and economic elements of national power to disrupt threat networks. + Skilled in developing DoD strategies, CCMD campaign plans, and associated planning documents. + Strong knowledge of the DoD Joint Planning Process and interagency operations. + Expertise in applying financial/economic tools of national power to counter threat networks. + Familiarity with federal performance measurement, reporting requirements, and the intelligence cycle. **Desired Skills** + Certifications such as CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner). + Graduate of a military Joint Planners course. + Background in certification, program support, or Intelligence Community operations. HIRING SALARY RANGE: $130K - $140K (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant internal equity, and alignment with market data.) Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income 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 laws and supplemental language at Labor Laws Posters (********************************* SkbztPuAwwxfs) .

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

The Analyst role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Analyst. Ability and willingness to undertake travel is required. This position is located in our Los Angeles, California office. Required Skills and Competencies * Minimum 1-2 years of experience at a professional services firm, consulting firm, audit firm or investment banking. * Track record of consistently delivering high-value work to meet client's needs. * Strong financial analysis and modeling skills. Strong understanding of financial statements. * Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment. * Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence. * Advanced knowledge of Excel and PowerPoint. * Exceptional customer service and interpersonal skills. * An undergraduate degree from a top academic institution and a strong GPA required. * Advanced degree(s) and applicable professional certification(s) are preferred. About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************

To provide financial consulting 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. 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: 12244 Rockville Pike, Rockville, Maryland 20852 | 1356-A Main Chapel Way, Gambrills, Maryland 21054 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. 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

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