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Finance planner jobs in Dundalk, MD

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  • Investment Banking Analyst

    Veritas Partners 4.5company rating

    Finance planner job in Baltimore, MD

    Investment Banking Senior Analyst This Investment Banking Senior Analyst or Associate opportunity is a newly opened position new to continued growth within a boutique investment bank based in Baltimore, MD. Providing sell-side and buy-side M&A advisory, private placements of equity and debt, and financial advisory, this is an excellent opportunity to join an highly recognized team of industry leaders and established firm with more than 35 years in operation and support M&A transactions for growth-stage and middle-market companies with enterprise values ranging from $20 million to over $200 million. This opportunity will offer a base compensation in the $90,000 to $100,000 range, annual bonus of 20% - 30%, a comprehensive benefits package, as well as structured career growth plan. This is unique opportunity for candidates with 1 to 4 years of professional experience within either public accounting transactions, M&A advisory, or early career investment banking candidates located in Maryland to pivot into a top tier local team with deep industry experience in a variety of sectors including industrial and niche manufacturing, transportation and logistics, business services, consumer products and services, healthcare services, and hospitality. Job Description Prepare pitch materials and valuation analyses, including industry research, financial analysis, and comparable company and transaction analysis. Conduct research and develop targeted buyer and investor lists for M&A and capital-raising engagements. Prepare marketing materials including confidential information memoranda (CIMs), teasers, and management presentations. Build and maintain detailed three-statement financial models, including sensitivity and scenario analyses. Manage and coordinate due diligence processes, including data room organization and communication with buyers and advisors. Support outreach and engagement with potential acquirers and investors from initial contact through closing. Interact directly with client management teams, legal and accounting advisors, and other stakeholders. Provide timely analyses and work product to Managing Directors and support ad hoc projects and business development initiatives. Report to a Managing Director while working closely with an Associate. Job Requirements One to four years of relevant experience in investment banking, private equity, credit investing, corporate finance, accounting, or related financial services. Strong foundation in accounting and finance, with the ability to analyze internal and audited financial statements. Demonstrated financial modeling proficiency, including three-statement modeling and valuation modeling. Bachelor's degree required; finance, accounting, or economics preferred. Strong commercial instincts and ability to quickly understand business models. Excellent written and verbal communication skills. Proficiency in Excel, PowerPoint, and Word; experience with CRM systems, PitchBook, Macabacus, and AI productivity tools is a plus. Ability to manage multiple workstreams simultaneously and collaborate effectively across deal teams.
    $90k-100k yearly 19h ago
  • Investor Relations Specialist

    Maryland Hard Money Lenders LLC

    Finance planner job in Baltimore, MD

    About Us: Maryland Hard Money Lenders, LLC is a leading lender of private money rehab loans in Baltimore. We work with a large range of people including investors, rehabbers, landlords, and more. With a proven track record of success, we are seeking a dynamic and motivated Hard Money Lending Sales Professional to join our team and help us expand our client base. Job Description: Position Overview: As a Hard Money Lending Investor Relations Specialist at MHML you will be responsible for building and maintaining relationships with potential borrowers in need of hard money loans. You will play a crucial role in driving loan origination and revenue growth for the company. This position offers the opportunity to work in a fast-paced, entrepreneurial environment with unlimited earning potential. Key Responsibilities: Identify and prospect potential borrowers, including real estate investors, developers, and property flippers. Educate clients about our hard money lending products, services, and lending criteria. Evaluate loan applications, assess borrower eligibility, and provide recommendations to the underwriting team. Collaborate with the underwriting team to ensure efficient loan processing and approvals. Negotiate loan terms, interest rates, and fees with borrowers. Maintain a thorough understanding of the real estate market trends and stay updated on industry regulations. Build and nurture long-term relationships with clients to generate repeat business and referrals. Achieve and exceed sales targets and performance metrics. Keep accurate records of client interactions and loan applications using our CRM system. Stay informed about competitors' offerings and market dynamics to identify potential opportunities and threats. Qualifications: Open to entry-level candidates and recent college graduates-no prior lending or sales experience required. Experience in hard money lending sales or a similar role in the financial services industry is a plus. Knowledge of real estate financing, lending criteria, and underwriting processes. Excellent communication, negotiation, and interpersonal skills. Self-motivated and results-driven with a passion for sales and building client relationships. Ability to work independently and as part of a team. Familiarity with CRM software and sales tracking tools. Required licensing or certifications (if applicable in your region). Compensation: Base salary with uncapped commission structure. Ongoing training and professional development opportunities. Opportunity for career advancement within the company. How to Apply: If you are a driven sales professional with a passion for the financial services industry, we encourage you to apply by sending your resume and a cover letter detailing your relevant experience to [your email address]. Maryland Hard Money Lenders, LLC. is an equal opportunity employer. We welcome and encourage candidates from all backgrounds to apply.
    $60k-108k yearly est. 19h ago
  • Investment Consultant- Bethesda, MD

    Charles Schwab 4.8company rating

    Finance planner job in Bethesda, MD

    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
    $64k-116k yearly est. 19h ago
  • Senior Investment Analyst

    Adecco 4.3company rating

    Finance planner job in Baltimore, MD

    Job Details: Sr. Financial + Investments Analyst Job Category: Finance Business Model - In office 5x a week Mon - Fri (Baltimore MD) Compensation - $100K -105K base +12% Annual Bonus + Stock Grants (Day 1) This role is ideal for talent in commercial real estate with 3-5 yrs of CRE investing experience +underwriting, ARGUS (version irrelevant) +valuation expertise . ESSENTIAL FUNCTIONS: Provide financial modeling support to other departments as assigned including (but not limited to): investment projects (development or acquisitions), expense review, capital expenditure proposals, etc. Participate in department and organization projects and initiatives as assigned. Conduct ad-hoc management reporting and analysis as assigned. Assist in the preparation of investment committee materials. Act as a liaison between Asset Management and Development Team for underwriting opportunities. Responsible for the quarterly forecasting and reporting processes for assigned properties. Coordinate with Asset Management and Accounting to gather and summarize budget inputs and review for accuracy. Consolidate data including revenue, net operating income (NOI), occupancy, etc. in order to prepare reports to support forecast for earnings. Monitor assigned portfolio risks, yields, NAV, etc. to benchmarks/targets. Present portfolio reviews to asset management. Provide financial support to asset management including modeling lease alternatives, evaluating capital alternatives, property level earnings before interest and tax (EBIT), etc. SECONDARY RESPONSIBILITIES: Provide training as requested related to the budget process. Perform other job-related duties as assigned. QUALIFICATIONS: Education - Bachelor's Degree in Finance, Accounting, Economics or other related field. Further Training - Commercial real estate finance related training preferred. Professional Experience - 3-6 years of relevant experience. Specific finance experience in the real estate industry preferred. Computer Skills - PC proficiency including Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and ability to learn company specific software. Ability to adapt to new or changing software programs. Experience utilizing financial analysis software preferred, e.g., ARGUS Enterprise, Yardi Forecast Manager, Yardi Valuation Manager. Experience creating complex excel models is preferred. BENEFITS 401K Match, Tuition Reimbursement, LTD, STD, FMLA, Health, Medical, Dental -Total Days Off in Year One - TWENTY NINE DAYS!!!!!!!!!!!!!!!!!!!!!!!! high EMPLOYEE ENGAGEMENT events - Call me for more. ************ and ask for Sybil Galligan.
    $100k-105k yearly 4d ago
  • Financial Reporting Analyst

    University of Maryland Medical System 4.3company rating

    Finance planner job in Linthicum, MD

    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
    $64k-85k yearly est. 3d ago
  • Join Our Talent Network -Expert Counter Threat Finance Planner

    Amentum

    Finance planner job in Arlington, VA

    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.
    $67k-118k yearly est. 43d ago
  • Financial Planner & Analyst

    Good360 4.0company rating

    Finance planner job in Alexandria, VA

    Job Details Virginia office - ALEXANDRIA, VA Hybrid Full Time $75000.00 - $85000.00 Salary/year Description Financial Planner & Analyst Department: Finance Reports To: VP Finance and Accounting FLSA Status: Exempt Position Type: Full-Time Position Summary 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, commensurate with experience and based on DC market Work Location Hybrid with an office in Old Town Alexandria - minimum 2 days/week in office (Anchor Day - Tuesday)
    $75k-85k yearly 60d+ ago
  • Financial Planner

    Satori Digital

    Finance planner job in Columbia, MD

    Alpha Hire is proud to partner with a client to recruit a knowledgeable and motivated Financial Planner. This is an excellent opportunity for a financial professional with a passion for client service, holistic planning, and strategic problem-solving. The ideal candidate is committed to delivering exceptional value to clients through thoughtful, customized financial planning across all stages of life. In this role, you will support the development of comprehensive Pre-Retirement, Retirement, and Estate Plans. You'll assist in all aspects of the financial planning process, from data gathering and analysis to documentation and plan presentation. Your work will be instrumental in helping clients understand their financial position and chart a secure, confident path forward. Key Responsibilities: Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies Collaborate with senior advisors and clients to gather necessary financial data and supporting documents Conduct detailed reviews of client investment accounts, tax returns, and financial documents to identify gaps, risks, and opportunities Participate in client meetings to present financial planning analyses and provide ongoing support in plan implementation Assist in updating and revising plans based on client feedback, market changes, or new goals Complete various financial planning projects as requested by clients, ensuring a high standard of accuracy and professionalism Maintain clear and organized documentation of client plans and related correspondence in internal systems Stay up to date with changes in financial regulations, tax law, and estate planning strategies to ensure client plans remain compliant and effective Qualifications: 2-6 years of hands-on experience in financial planning, preferably within a fee-only advisory or wealth management firm Certified Financial Planner (CFP ) certification required or currently enrolled in a CFP program Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning Proficiency with financial planning software, spreadsheets (Excel), word processing (Word), and internet-based research tools Exceptional attention to detail and a strong analytical mindset Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and effectively Strong interpersonal skills and a collaborative approach to working with both clients and internal team members
    $48k-84k yearly est. Auto-Apply 60d+ ago
  • Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate

    JPMC

    Finance planner job in Washington, DC

    Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance (“GFCC”) Strategy Team, you will provide meaningful guidance to lines of business (“LOB”) as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control (“OFAC”). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; Bachelor's degree or equivalent experience required; Recent experience working in the digital assets space Knowledge of OFAC regulatory requirements; Banking experience inclusive of knowledge on banking processes, products, and controls; Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; Advanced problem solving and critical thinking skills; Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills Proven experience and extensive familiarity working in a complex multi-national organization
    $89k-135k yearly est. Auto-Apply 11d ago
  • Talent Analyst - Private Equity

    Urrly

    Finance planner job in Washington, DC

    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.
    $80k-120k yearly 50d ago
  • Investment Banking - Mid-Cap Investment Banking - Associate

    Jpmorgan Chase 4.8company rating

    Finance planner job in Washington, DC

    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
    $175k-225k yearly 60d+ ago
  • 2026 Investment Banking Summer Associate Program (Washington D.C.) - Early Careers

    Wells Fargo Bank 4.6company rating

    Finance planner job in Washington, DC

    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.
    $86k-122k yearly est. 60d+ ago
  • Corporate - Restructuring & Special Situations Finance

    Direct Counsel

    Finance planner job in Washington, DC

    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
    $65k-97k yearly est. 1d ago
  • Corporate Financial Analyst

    Top Stack

    Finance planner job in Brandywine, MD

    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!
    $57k-85k yearly est. 1d ago
  • Join Our Talent Network - Counter Threat Finance Planner (Washington, DC)

    Amentum

    Finance planner job in Washington, DC

    **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) .
    $130k-140k yearly 60d+ ago
  • Financial Planner

    Satori Digital

    Finance planner job in Columbia, MD

    Job Description Alpha Hire is proud to partner with a client to recruit a knowledgeable and motivated Financial Planner. This is an excellent opportunity for a financial professional with a passion for client service, holistic planning, and strategic problem-solving. The ideal candidate is committed to delivering exceptional value to clients through thoughtful, customized financial planning across all stages of life. In this role, you will support the development of comprehensive Pre-Retirement, Retirement, and Estate Plans. You'll assist in all aspects of the financial planning process, from data gathering and analysis to documentation and plan presentation. Your work will be instrumental in helping clients understand their financial position and chart a secure, confident path forward. Key Responsibilities: Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies Collaborate with senior advisors and clients to gather necessary financial data and supporting documents Conduct detailed reviews of client investment accounts, tax returns, and financial documents to identify gaps, risks, and opportunities Participate in client meetings to present financial planning analyses and provide ongoing support in plan implementation Assist in updating and revising plans based on client feedback, market changes, or new goals Complete various financial planning projects as requested by clients, ensuring a high standard of accuracy and professionalism Maintain clear and organized documentation of client plans and related correspondence in internal systems Stay up to date with changes in financial regulations, tax law, and estate planning strategies to ensure client plans remain compliant and effective Qualifications: 2-6 years of hands-on experience in financial planning, preferably within a fee-only advisory or wealth management firm Certified Financial Planner (CFP ) certification required or currently enrolled in a CFP program Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning Proficiency with financial planning software, spreadsheets (Excel), word processing (Word), and internet-based research tools Exceptional attention to detail and a strong analytical mindset Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and effectively Strong interpersonal skills and a collaborative approach to working with both clients and internal team members Powered by JazzHR dm APUmYWVy
    $48k-84k yearly est. 24d ago
  • Investment Banking - Mid-Cap Investment Banking - Associate

    JPMC

    Finance planner job in Washington, DC

    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
    $89k-135k yearly est. Auto-Apply 60d+ ago
  • 2026 Investment Banking Summer Associate Program (Washington D.C.) - Early Careers

    Wells Fargo 4.6company rating

    Finance planner job in Washington, DC

    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.
    $86k-122k yearly est. 53d ago
  • Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate

    Jpmorgan Chase 4.8company rating

    Finance planner job in Washington, DC

    Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. **Job responsibilities** + Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; + Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); + Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; + Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; + Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; + Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; + Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed **Required qualifications, capabilities and skills** + Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; + Bachelor's degree or equivalent experience required; + Knowledge of OFAC regulatory requirements; + Banking experience inclusive of knowledge on banking processes, products, and controls; + Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; + Advanced problem solving and critical thinking skills; + Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management **Preferred qualifications, capabilities and skills** + Proven experience and extensive familiarity working in a complex multi-national organization 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 $76,000.00 - $112,000.00 / year; Brooklyn,NY $76,000.00 - $112,000.00 / year
    $76k-112k yearly 8d ago
  • Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate

    Jpmorgan Chase Bank, N.A 4.8company rating

    Finance planner job in Washington, DC

    Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; Bachelor's degree or equivalent experience required; Knowledge of OFAC regulatory requirements; Banking experience inclusive of knowledge on banking processes, products, and controls; Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; Advanced problem solving and critical thinking skills; Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills Proven experience and extensive familiarity working in a complex multi-national organization 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 $76,000.00 - $112,000.00 / year; Brooklyn,NY $76,000.00 - $112,000.00 / year
    $76k-112k yearly 9d ago

Learn more about finance planner jobs

How much does a finance planner earn in Dundalk, MD?

The average finance planner in Dundalk, MD earns between $37,000 and $109,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in Dundalk, MD

$64,000
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