Finance planner jobs in Huntsville, AL

A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with @ 800MM AUM. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish the RIA's purpose: helping others harness wealth to live with peace and purpose . Requirements Active licenses: SIE, Series 7, Series 66 Manage and deepen relationships with a book of 100-130 households Deliver high -touch client experience Develop and present financial plans Provide investment recommendations and create portfolio allocations Benefits**mentoring **work with HNW/UHNW clientele **upward mobility

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

JobID: 210690918 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Insight Global is seeking Financial Consultants for a 7-month hybrid contract with potential extensions or coversions. This role supports financial analysis and planning within a large enterprise, requiring adaptability and multitasking. Responsibilities include preparing monthly financial comparisons, developing budgets and forecasts, conducting ad hoc financial projects, reviewing contracts for financial impact, assisting with month-end close, preparing journal entries, supporting account reconciliations, and managing SOX controls. Proficiency in Maximo and Oracle e-Business Suite is essential. Candidates must be self-starters, capable of working independently, and comfortable seeking support when needed. The role ensures financial statement accuracy in a SOX-compliant environment, supports strategic planning, and provides insights to guide business decisions. Strong analytical skills, relationship-building, and continuous learning are key to success. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** . Skills and Requirements 5+ years of experience in financial analysis or advanced accounting experience Experience working with basic budgeting and forecasting Experience with Oracle Projects or Oracle EBS Experience with contract review CPA GAAP experience

SummaryProvides consultative financial advice and guidance to the members in regards to their investment needs. Helps accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.Job DescriptionEssential Duties and Responsibilities Meets with members; assesses their needs and financial situations; gathers information regarding investments, asset allocation, savings, tax planning, retirement planning and estate planning; explains features of investment products offered; develops financial strategies, guides the member in establishing financial goals and matches goals to appropriate financial plans. Monitors members' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations. Develops and implements work plans to achieve goals and objectives; utilizes resources effectively participates in evaluating work processes and procedures to identify opportunities for improvements; prepares and maintains a variety of records and reports. Promotes the Credit Union by participating in community involvement and special events. Company Wide Expectations Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics. Delivers friendly, caring service to internal and external members. Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures. Follow all physical and online security procedures and maintain strict confidentiality of all member information. Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services. Works scheduled hours and maintains punctuality. Performs other related duties as assigned or requested. EDUCATION/EXPERIENCE To perform this job satisfactorily, an employee must be able to carry out each essential duty competently. The requirements listed below are representative of the education, experience, skills and abilities required. An equivalent combination of education and experience may be considered. Education Requirements Required - 4 Year / Bachelors Degree - Business or other relevant discipline Experience Requirement Required - 2 Years - Progressively responsible brokerage experience Special Training, Licenses and/or Certificates Required Life & Health Insurance Series 7 General Securities Series 63 and 65 or Series 66 SKILLS/ABILITIES Ensure all internal and external customer service practices and processes are carried out and meet quality service standards and achieve member satisfaction. Learn and apply information, on a wide range of products, services and regulatory compliance requirements, in order to assess member situations and develop solutions. Provide guidance in the resolution of complex problems utilizing advanced knowledge and experience within areas of responsibility. Lead and model RISE values and Code of Ethics through daily interactions and conduct. Promote and foster excellent member service and teamwork throughout division. Communicate in a professional manner and deliver information clearly and effectively to staff. Actively listen to questions, opinions and ideas of others. Use tact and diplomacy in sensitive and confidential situations. Use correct English including spelling, grammar and punctuation. Operate computers and use business software and other standard office equipment. Understand and follow written and oral instructions. Set priorities and manage one's own time effectively. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements Intermittent standing, sitting, walking, bending and climbing. Using hands repetitively to handle, feel or operate computers and other standard office equipment. Reaching with hands and arms. Intermittent lifting and carrying up to 25 pounds. WORK ENVIRONMENT An employee in this job will experience the following main work environments, others not listed may also be encountered on occasion; Works in general office environment in a financial services facility. Redstone Federal Credit Union 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, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability. We are proud to be a Drug-Free and Tobacco Free Workplace.

Incorporated in 2012, MDW is a small business headquartered in McLean, VA. We provide Federal government clients with consulting, management services, advisory and assistance services, decision support, strategic planning, process planning and improvement, task execution and metrics analysis. Our mission is to make our clients more successful by providing honest assessments, exceptional analysis, prudent advice, direct communication and hard work. Our core capabilities include: Strategic Planning Cost Estimating Budget Programming and Justification Budget Execution Acquisition Management Financial Systems Support & Integration MDW Associates, LLC (“MDW”) is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, age, marital status, covered veteran status, mental or physical disability, pregnancy or any other unlawful basis unrelated to the ability to do the job. MDW seeks to employ talented, ethical and entrepreneurial-minded persons. Our applicants and employees are protected from discrimination as required by Federal law. Job Description We are seeking full time analysts capable of applying managerial, technical, and business knowledge and judgment to DoD Business Operations for complex weapon systems. Qualified candidate must be capable of: Working independently to solve complex problems. Performing strategic planning, Business Case Analysis, POM, and budget formulation (i.e. Congressional justification materials) under Government direction with federal funds execution in multiple appropriations. Specialized related knowledge: Experience with DoD or MDA Planning, Programming, Budget Formulation and Execution (PPBE) Implementation of OSD PPBE guidance to develop budget justification documentation for the Program and Budget Review (PBR) and President's Budget (PB) for RDT&E, O&M, Procurement and MILCON appropriations Demonstrated ability to independently or lead a team to resolve issues and present solutions to senior leadership using business case analyses, “what if” drills, briefings, issue papers, resource reallocation, analysis of alternatives, etc. Understanding and application of relevant Financial Management Regulations and OMB Circular A-11 Justification and implementation of Above or Below Threshold Reprograming Organize, analyze and consolidate financial data for program acquisition planning, reviews, and reporting Tracking and reporting of Financial Execution spending rates against established internal and external controls using DoD and MDA databases Maintain financial databases of Agency's operating budget Prepare and execute program funding requests (PRs, MIPR) Defending the budget and spend plans to internal/external stakeholders by developing supporting products Provide daily supervision and direction to support teams Established knowledge of Excel and MS Office product slate Qualifications Client requires candidate to have an: Active US Security Clearance (Secret, TS, TS/SCI) BA/BA in a related field MA/MS in a related field Additional Information All your information will be kept confidential according to EEO guidelines.

i3 is seeking a skilled Budget Analyst to provide high-level financial and budgetary analysis in support of the DEVCOM Aviation and Missile Center. This role will specifically assist civil service personnel assigned to the S3I Directorate, Strategic and Operational Analysis Division, in Huntsville, AL. Responsibilities will include budget planning, execution, tracking, and reporting to ensure informed decision-making and effective resource management. This is a full-time position based in Huntsville, AL. Responsibilities Responsible for planning and tracking maintenance of financials within BizOps (Business Operations), AICIS (AvMC Integrated Center Information System), GFEBS (General Fund Enterprise Business System), DTS (Defense Travel System) & ATAAPS (Automated Time Attendance Production System). Coordinates with all Stakeholders (Division Chief, Branch Chiefs, Tech Monitors, Customers and or Program Managers for funding planning, execution, tracking accruals and expenditures, providing Labor/Travel and other charge alignments every pay cycle or as needed and investigative work to fix anomalies. Deliver accrual reporting specific to each program or funding document(s) to government stakeholders and/or customers. This includes GFEBS reports, Rubix Fund Reports, AICIS Reports, and DTS Transaction reports. Responsible for work purchases and payment requirements in PURS (DEVCOM Purchase Requisition System). Responsible for updating labor category changes while ensuring employees align correctly to reduce any labor tracking errors in CMS (Contact Management System). Create and update projects as directed by stakeholders and/or customers and assign WBS to the correct projects in PPM (Project Portfolio Management). Coordinate with all stakeholders and/or customers for Budget entries for FIRE data. Work with RM (Resource Management) to add funding to DTS or Cross-Org funding. Provide any ad hoc planning/reporting as needed. Ensure WBS' are added in ATAAPS and cleaned up as needed. Qualifications Bachelor's degree in related field required. Additional experience may substitute for degree. 3 - 5 years of relevant experience. Experience in analyzing and assessing financial data processes, including documentation requirements, costing, and program scheduling. Microsoft Office, Excel, Word, PowerPoint, and Adobe acrobat experience required. Microsoft Project experience preferred. Prior experience creating travel orders and vouchers in Defense Travel System (DTS) preferred. Experience generating labor reports in ATAAPS (Automated Time and Attendance Production System) preferred. Experience accessing funding reports and documents in GFEBS (General Fund Enterprise Business System) preferred. Financial Systems Experience. Strategic Planning and Process Flow formulation & Improvement experience. Budget forecasting and Cost analysis experience. DOD Financial Regulations experience preferred. Contract knowledge preferred. Must have communication and collaborative abilities. Ability to obtain and maintain a DoD security clearance. U.S. Citizenship is required. About i3 i3 is a technically diverse, 100% team member owned business, headquartered in Huntsville, Alabama specializing in missile and aviation systems engineering and logistic services, electronic warfare and electromagnetic effects analysis, UAS system integration and flight operations, full lifecycle C5ISR engineering services, cybersecurity and IT/IA innovative solutions and virtual training, simulation & serious game development and implementation. We have established a broad offering of products and capabilities collectively providing decades of experience supporting the full complement of DoD military services, Missile Defense Agency, National Aeronautics and Space Administration, and a variety of other Government organizations and private industry customers. Perks of being a team member owner include: Long-term financial security Higher job satisfaction Greater job security Personal and professional growth Great company culture Other outstanding benefits: Excellent insurance coverage 401(k) match Generous PTO Health and wellness incentives Tuition and certification reimbursement Countless opportunities to give back to the community through i3 Cares We work hard. We compete hard. We play hard. Apply now to join us!

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Key Responsibilities * Drive growth in your market and achieve revenue and profitability goals. * Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. * Develop client relationships through internal banker referral partners and external COIs. * Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. * Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. * Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your connectivity in the community to foster business development. Qualifications: * 4+ years experience in the Financial Services industry. * Bachelor's Degree required from accredited college or university. * Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. * Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Job DescriptionSalary: Stratagem Solutions, Incorporated is in search of applicants who are available in the near term and are interested in satisfying a future requirement to support an Army Acquisition Product Managers Cost Analyst Team by preparing Life Cycle Cost Estimates, cost models in ACEIT to determine the total costs of the program, Independent Government Cost Estimates, Proposal Evaluation inputs, tasker inputs, Spend Plans, and other related cost inputs. The ideal candidate will be able to articulate and defend the cost models, estimates, processes, and have recent/relevant experience gained from military/civilian service and are adept at briefing mid and senior staff personnel. This is a resume canvassing action and not an application for an immediate vacancy. SSI may not immediately contact candidates who apply to these positions follow up interview. SSI will retain resumes for consideration in future requirements. Responsibilities and Duties Position requirements: Develop the Government's recommended and objective cost position for prime contractor or Other Government Organization proposals. Provide recommendations to senior staff regarding prime contractor submitted cost and performance reports. Evaluate the following cost elements: labor, travel, materials, other ODC, overhead, G&A and cost of money. Develop cost estimates for enhancements to systems and other future system requirements. Assist in planning and execution of events providing documentation to support acquisition milestones decisions. Calculate risk of tradeoff analysis and other studies. Analyze mission requirements to determine cost parameters and specific cost factors and relationships to be utilized in developing cost models. Provide technical assistance to functional specialist in identifying and evaluating program cost factors and cost impacts of program alternatives. Utilize independent judgment to plan, prioritize, and organize a diversified workload in a high-pace and detail oriented environment. Minimum Requirements: Must have5 years of experience in an advanced cost analysis/financial position. Must have experience in generating: Life Cycle Cost Estimates, Independent Government Estimates, cost input to Acquisition Program Baselines, Business Case Analysis, and Cost as an Independent Variable analysis. Must have experience using Automated Cost Estimating Integrated Tool (ACEIT). Must have a thorough knowledge of Cost Accounting Standards, Generally Accepted Accounting Principles, and the Federal Acquisition Regulations. Must have the ability to respond quickly and accurately to "What-if" drills concerning program delays, acceleration in schedule, and cuts/increases to the existing funding profile using ACEIT and offline in Excel. Must have strong skills and depth of experience in the development of an array of alternative solutions for program management challenges relating to cost, schedule, production, fielding and sustainment. Must have exceptional written and oral presentation skills. Must have demonstrated experience working individually as well as organizing and facilitating working groups. Must have experience preparing detailed written reports and briefings suitable for presentation to senior level military and corporate leadership, as well as present material orally. Must have excellent written and oral communication skills and the ability to use Microsoft Office suite of products. Preferred Requirements: PEO Aviation PMO experience, PM experience, Headquarters Staff experience. Experience supporting program budgeting processes with the preparation of P and R-Forms. Acquisition Level III Certification. Education and Experience Requirements: Minimum Education Bachelor's of Science Degree Minimum Years of Experience -5years concentrated in the functional responsibility area of the position to be filled Travel: May require travel up to 10%. Special Requirements: Applicants selected are required to have an active security clearance: SECRET and mustmaintain the minimum requirements for access to classified information. Testing: Candidates may be subject to a written test as part of the candidate interview and selection process to demonstrate written communication skills and/or the ability to deal with potentially challenging notional situations which may arise while supporting a Product Office. Benefits Health/Dental/Vision Insurance Life Insurance AD&D Short / Long Term Disability 401K with Company Contribution Identity Theft Protection Paid Holidays Paid Time Off (PTO) Bereavement/Jury Duty/Reserve Military Training Leave Tuition Reimbursement

Monte Sano Research Corporation (MSRC) is a Huntsville-based Small Business specializing in providing full-spectrum defense system engineering, research, design, development, integration, test, evaluation, and planning services to the U.S. Government. MSRC is seeking a full-time Cost Analyst with a strong budget background to support an Army Acquisition Product Manager's Cost Analyst Team. This position will include preparing Life Cycle Cost Estimates, cost models in ACEIT to determine the total costs of the program, Independent Government Cost Estimates, Proposal Evaluation inputs, tasker inputs, Spend Plans, and other related cost inputs. The ideal candidate will be able to articulate and defend the cost models, estimates, processes, as well as have recent/relevant experience gained from military/civilian service. The ideal candidate is adept at briefing mid and senior staff personnel. Job Duties: Develop, update, and maintain Life Cycle Cost Estimates (LCCEs), Program Office Estimates (POEs), and Independent Government Cost Estimates (IGCEs). Evaluate contractor cost data to include Earned Value and Cost Performance Reports. Analyze the following cost elements: labor, travel, materials, other ODC, overhead, G&A and cost of money. Evaluate various Courses of Actions (COAs) in the development of an Analysis of Alternatives (AoA). Defend cost estimating methodologies to senior leadership and Cost Review Board (CRB) members. Translate technical system requirements into cost elements while developing Cost Estimating Relationships (CERs). Analyze historical learning and rate curve data and incorporate methodology into cost estimates. Assist in the development of Contractor Software Data Report (CSDR) plans. Develop Program Objective Memorandum (POM) briefings to include program funding and cost requirements. Validate Program Management Office (PMO) Life Cycle Cost Estimates (Research and Development, Procurement, Operating and Support and Disposal phases of systems). Analyst will have to apply independent judgment to plan, prioritize, and organize a diversified workload in a high-pace and detail-oriented environment. Support reviews of Cost Analysis Requirements Documents (CARD) / CARD-Like documents, Acquisition Strategies, Simplified Acquisition Management Plans, Acquisition Program Baselines, Business Case Analysis, Analysis of Alternatives, cost studies, various briefings and provide support to PMO's in developing milestone documentation Qualifications: BA/BS degree and minimum 3 years in the Cost Estimating field. 3+ years of experience in an advanced cost analysis/financial position. Experience in generating: Life Cycle Cost Estimates, Independent Government Estimates, cost input to Acquisition Program Baselines, Business Case Analysis, and Cost as an Independent Variable analysis. At least 1 year of experience using Automated Cost Estimating Integrated Tool (ACEIT). Must have the ability to respond quickly and accurately to "What-if" drills concerning program delays, acceleration in schedule, and cuts/increases to the existing funding profile using ACEIT and offline in Excel. Strong skills and depth of experience in the development of an array of alternative solutions for program management challenges relating to cost, schedule, production, fielding and sustainment. Exceptional written and oral presentation skills. Demonstrated experience working individually as well as organizing and facilitating working groups. Experience preparing detailed written reports and/or briefings suitable for presentation to senior level military and corporate leadership. Excellent written and oral communication skills and the ability to use Microsoft Office suite of products. Candidate must be a U.S. Citizen and have the ability to obtain and maintain an active security clearance. Preferred Qualifications: Program Executive Office Aviation PMO experience, PM experience, Headquarters Staff experience. Experience supporting program budgeting processes with the preparation of POM submissions and P & R-Forms. Acquisition Level III Certification. Travel: This position may require travel up to 10%. MSRC is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, national origin, color, sex, age, veteran status, disability. It is our intention that all qualified applicants be given equal opportunity.

**Be visionary** Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, deepwater oil and gas exploration and production, medical imaging and pharmaceutical research. We are looking for individuals who thrive on making an impact and want the excitement of being on a team that wins. **Job Description** **Job Summary:** The IFS ERP Financial Analyst will be responsible for working with the finance and accounting teams in the Teledyne Marine Businesses to help optimize/automate their business processes and environment. This position will be a mixture of project initiatives and support. Responsibilities include analyzing business processes and driving improvements within the Teledyne Marine business unit through collaboration with the IFS Core Team and key business system users. Scope is focused on IFS functionality, testing modifications, testing system patches, implementing system changes, training users on IFS functionality, and troubleshooting issues within the IFS ERP system in a cross-functional team environment. Areas of concentration for this position are financial (AP, AR, GL, and Projects), but functional knowledge of other areas would be a plus. **Job Knowledge, Skills and Abilities:** + Knowledge of and experience in the manufacturing industry + Strong knowledge of the IFS financial modules + Knowledge of other IFS modules is a plus + Basic understanding of databases and experience working with SQL or similar query tools is preferred + Strong analytical capabilities + Knowledge and experience in the use of Query Builder is preferred + Any knowledge and experience in the use of IFS Report Designer is preferred + Ability to listen, gather and document business requirements and translate into functional processes + Proven ability to gain expertise in new applications + Able to clearly communicate with IT and Business (individuals and teams) + Customer service focused **Essential Duties and Responsibilities** may include the following. Other duties may be assigned. + Optimize and improve accounting/finance business processes. + Assist with new implementations, requirements gathering, analysis, and support. + Review, analyze, evaluate, and document business requirements. + Configure and troubleshoot posting controls. + Analyze workflows, business processes and applications to enhance, automate, and expedite process improvements. + Review, analyze, evaluate, and document business requirements. + Configure, test, support, and troubleshoot application systems to meet business process requirements + Consult with, support, and train users on the use of IFS application processes. + Analyze data reporting requirements within finance related business processes and coordinate/facilitate report development and validation. + Document application system configurations and procedures and create other necessary documentation. + Responds to emergencies as needed. + Daily availability to include evenings and weekends when necessary to reach goals and deadlines. + Lead projects, provide user training, assist with testing, etc... as required. + This position will require travel, both international and domestic. **Supervisory Responsibilities** This job has no supervisory responsibilities but provides technical leadership to lower-level employees. This includes, but is not limited to training employees, planning, assigning, directing work and resolving technically related work problems. It also includes interaction with other technical teams (e.g. server team, client team, applications team, support team, etc.). Additionally, the position will assist the director in managing vendor relationships. **Qualifications** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in this document are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **Education and/or Experience:** + Bachelor's degree (B.S.) from four-year college or university in accounting, finance, a related field, or equivalent experience. + 5 years of work experience with IFS ERP Apps10 or IFS Cloud preferred. **Computer Skills** + Advanced knowledge and in-depth experience with IFS ERP systems. Other ERP experience is also a plus. + Proven ability to gain expertise in new applications. + Understanding of databases and experience working with SQL or similar query tools. + Microsoft Office Suite (i.e., Outlook, Word, Access, Excel, PowerPoint, Project, Visio, etc.) + IT security concepts and best practices (e.g. Microsoft, Cisco, etc.) Teledyne and all of our employees are committed to conducting business with the highest ethical standards. We require all employees to comply with all applicable laws, regulations, rules and regulatory orders. Our reputation for honesty, integrity and high ethics is as important to us as our reputation for making innovative sensing solutions. . You may not realize it, but Teledyne enables many of the products and services you use every day **.** Teledyne provides enabling technologies to sense, transmit and analyze information for industrial growth markets, including aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, energy, medical imaging and pharmaceutical research.

Vali Incorporated seeks a highly qualified candidate to support the Missile Defense Agency (MDA) as Basic Analyst in Department of Defense Budget/Financial Analysis. This position will support the Missile Defense Agency in Huntsville, AL assisting DoD Budget/Financial Analysis. Essential Responsibilities: * As a member of a team and under the supervision of a Advanced Analyst, learn to perform the following financial management tasks: * Research and analyze data using DOD's Planning Programming Budgeting and Execution paradigm to daily work * Track, analyze, and execute program funding and prepare monthly execution reports * Competent and efficient in use of financial systems * Use automated systems to initiate Purchase Requests (PRs) documents (to include generating MIPRs and contract modifications) Education & Experience Requirements: * BA/BS in business with 0 years' experience in business field * Working knowledge of Excel and MS Office suite * Excellent Communication Skills (Written and Verbal) * The ability to work in a Team environment * Applicants selected must be able to obtain and maintain a security clearance upon hire date. Desired Experience Requirements: * Knowledge of planning, formulating and applying DoD Planning, Programming, Budgeting and Execution System (PPBES) methods to develop and interpret information that assists management with decision making, policy formulation, or other managerial functions. * Must be a self-starter able to support multiple complex projects simultaneously. * Strong knowledge of MS Office. Demonstrated experience in Excel with knowledge of advanced functions and pivot tables. Vali, Inc. is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status

Job Description Vali Incorporated seeks a highly qualified candidate to support the Missile Defense Agency (MDA) as an Advanced Analyst in Department of Defense Budget/Financial Analysis. This position will be responsible for assisting DoD Budget/Financial Analysis. Key Responsibilities: Capable of working independently and leading teams in solving complex problems. Capable of providing daily supervision and direction to support teams. Execution of program funds, monitor obligations and expenditures, and support development and review of program budget Track, analyze, and execute program funding and prepare monthly execution reports Competent and efficient in use of financial systems Use automated systems to initiate Purchase Requests (PRs) documents (to include generating MIPRs and contract modifications) Troubleshoot and resolve issues regarding execution and beyond daily duties Education/Experience Requirements: BA/BS and 10 years' experience or MA/MS and 8 years' experience in business related field Experience Requirements: Knowledge of planning, formulating and applying DoD Planning, Programming, Budgeting and Execution System (PPBES) methods to develop and interpret information that assists management with decision making, policy formulation, or other managerial functions. Must be a self-starter able to support multiple complex projects simultaneously. Strong knowledge of MS Office. Demonstrated experience in Excel with knowledge of advanced functions and pivot tables. Established knowledge of Excel and MS Office suite Understanding of the Planning, Programming, Budgeting and Execution (PPBE) process Excellent Communication Skills (Written and Verbal) The ability to work in a Team environment Applicants selected must have a TS/SCI DoD Security Clearance. Vali, Inc. is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Job Posted by ApplicantPro

FINANCIAL ANALYST (L&MFA-2025-24009): ***This position is Hybrid and only candidates within commutable distance to Bowhead locations will be considered. *** Bowhead seeks a Financial Analyst (FA) who will complete and assist in various financial functions such as budgeting, auditing, forecasting, trending and analysis. The FA is responsible for creating, updating, and analyzing budget estimates for completeness, accuracy, and conformance with procedures and regulations. **Responsibilities** The FA will track project expenses, update spend plans and month end accruals as needed. The FA is also responsible for reporting, making recommendations, and analyzing project financial status on a monthly basis at a minimum; completing scheduled and ad hoc financial data calls for internal and external customers; and maintain compliance with company, contract, and federal/state applicable regulations and policies. They will interface with Program Management and Support Services in the execution of their duties on a regular basis. This position may assist in the preparation of proposals for new and existing delivery orders. Specific tasks include but are not limited to: + Prepare cost estimates + Develop spend plans + Tracking actual obligations and expenditures versus planned using ERP and EDW + Update Cobra spend plans at least monthly, track financial commitments and expenditures, participate in month-end-close duties to ensure financial data is accurate and in compliance with GAAP + Compile financial data to provide to the Business Financial Manager to complete action items and data calls + May work with leadership within assigned unit for financial planning and analysis at higher level than stand along projects + Other duties as assigned to support Operational needs and goals **Qualifications** ***This position is Hybrid and only candidates within commutable distance to Bowhead locations will be considered. *** + Five plus (5+) years professional finance or account experience + Bachelors degree from nationally accredited university in a related field such as Business, Management, Accounting, Finance, or Economics. Degrees in other fields will be considered with successfully completed coursework in business, finance/accounting fields. Can substitute Bachelors Degree with additional years of work experience and/or Associates Degree or applicable certifications. + Intermediate to advanced level skills in Microsoft Office software suite - Word, Excel, Outlook, PowerPoint. Both desktop and O365 versions. + *ALL CANDIDATES WILL BE REQUIRED TO DEMONSTRATE EXCEL ABILITIES IF SELECTED FOR INTERVIEW.* + Intermediate to advanced level skills in basic computing skills including Windows-based systems and must be able to quickly and accurately perform data entry tasking in various software platforms. + Ability to communicate effectively with all levels of internal and external customers. + Strong interpersonal skills and good judgment with the ability to work alone or as part of a team. Preferred Skills/Experience: + Understanding of various government contract types such as Costs Plus, Fixed Price, T&M. Understanding of basic accounting functions and regulations + Familiarity with Costpoint, Concur, Cobra, QlikView or similar systems + Active secret clearance highly preferred + Understanding of indirect rates drivers and ability to make recommendations to management on rate variance mitigation and management reserve/buffer + Experience with large, high employee count projects or new high employee & sub count projects + Leadership/Management experience or certifications. May be responsible for the training and/or mentorship of junior FAs + Minimum of two years working in the GovCon industry Physical Demands: + Must be able to lift up to 25 pounds + Must be able to stand and walk for prolonged amounts of time + Must be able to twist, bend and squat periodically CLEARANCE REQUIREMENTS: There are currently no Security Clearance requirements for this position; however, candidates must be able to successfully pass a background check. Due to the location of this work, US Citizenship is required. Bowhead reserves the right to change this requirement if necessitated by business needs or contractual obligations. Applicants may be subject to a pre-employment drug & alcohol screening and/or random drug screen, and must follow UIC's Non-DOT Drug & Alcohol Testing Program requirements. If the position requires, an applicant must pass a pre-employment criminal background history check. All post-secondary education listed on the applicant's resume/application may be subject to verification. Where driving may be required or where a rental car must be obtained for business travel purposes, applicants must have a valid driver license for this position and will be subject to verification. In addition, the applicant must pass an in-house, online, driving course to be authorized to drive for company purposes. UIC is an equal opportunity employer. We evaluate qualified applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics EOE/D/V. In furtherance, pursuant to The Alaska Native Claims Settlement Act 43 U.S.C. Sec. 1601 et seq., and federal contractual requirements, UIC and its subsidiaries may legally grant certain preference in employment opportunities to UIC Shareholders and their Descendants, based on the provisions contained within The Alaska Native Claims Settlement Act. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters provided by OFCCPhere (******************************************* . All candidates must apply online at ***************** , and submit a completed application for all positions they wish to be considered. Once the employment application has been completed and submitted, any changes to the application after submission may not be reviewed. Please contact a UIC HR Recruiter if you have made a significant change to your application. In accordance with the Americans with Disabilities Act of 1990 (ADA), persons unable to complete an online application should contact UIC Human Resources for assistance *****************/careers/recruitment/ . The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) UIC Government Services (UICGS / Bowhead) provides innovative business solutions to federal and commercial customers in the areas of engineering, maintenance services, information technology, program support, logistics/base support, and procurement. Collectively, the fast-growing Bowhead Family of Companies offers a breadth of services which are performed with a focus on quality results. Headquartered in Springfield, VA, we are a fast-growing, multi-million-dollar company recognized as a top Alaska Native Corporation providing services across the Department of Defense and many federal agencies. Bowhead offers competitive benefits including medical, dental, vision, life insurance, accidental death and dismemberment, short/long-term disability, and 401(k) retirement plans as well as a paid time off programs for eligible full-time employees. Eligible part-time employees are able to participate in the 401(k) retirement plans and state or contract required paid time off programs. **Join our Talent Community!** Join our Talent Community (************************************************************************ to receive updates on new opportunities and future events. **ID** _2025-24009_ **Category** _Accounting/Finance_ **Location : Location** _US-VA-Dahlgren_ **Clearance Level Must Be Able to Obtain** _N/A_ **Minimum Clearance Required** _N/A_ **Travel Requirement** _N/A_ **_Additional Locations_** _US-VA-Stafford | US-SC-Charleston | US-VA-Dahlgren | US-AL-Huntsville_

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Job DescriptionSalary: Applicants with a strong budget background who are interested in satisfying a requirement to support an Army Acquisition Product Managers Cost Analyst Team by preparing Life Cycle Cost Estimates, cost models in ACEIT to determine the total costs of the program, Independent Government Cost Estimates, Proposal Evaluation inputs, tasker inputs, Spend Plans, and other related cost inputs. The ideal candidate will be able to articulate and defend the cost models, estimates, processes, as well as have recent/relevant experience gained from military/civilian service. The ideal candidate is adept at briefing mid and senior staff personnel. Responsibilities and Duties Position requirements: Develop, update, and maintain Life Cycle Cost Estimates (LCCEs), Program Office Estimates (POEs), and Independent Government Cost Estimates (IGCEs). Evaluate contractor cost data to include Earned Value and Cost Performance Reports. Analyze the following cost elements: labor, travel, materials, other ODC, overhead, G&A and cost of money. Evaluate various Courses of Actions (COAs) in the development of an Analysis of Alternatives (AoA). Defend cost estimating methodologies to senior leadership and Cost Review Board (CRB) members. Translate technical system requirements into cost elements while developing Cost Estimating Relationships (CERs). Analyze historical learning and rate curve data and incorporate methodology into cost estimates. Assist in the development of Contractor Software Data Report (CSDR) plans. Develop Program Objective Memorandum (POM) briefings to include program funding and cost requirements. Validate Program Management Office (PMO) Life Cycle Cost Estimates (Research and Development, Procurement, Operating and Support and Disposal phases of systems). Analyst will have to apply independent judgment to plan, prioritize, and organize a diversified workload in a high-pace and detail-oriented environment. Support reviews of Cost Analysis Requirements Documents (CARD) / CARD-Like documents, Acquisition Strategies, Simplified Acquisition Management Plans, Acquisition Program Baselines, Business Case Analysis, Analysis of Alternatives, cost studies, various briefings and provide support to PMOs in developing milestone documentation. Minimum Requirements: Must have 3 years of experience in an advanced cost analysis/financial position. Must have experience in generating: Life Cycle Cost Estimates, Independent Government Estimates, cost input to Acquisition Program Baselines, Business Case Analysis, and Cost as an Independent Variable analysis. Must have 1 year of experience using Automated Cost Estimating Integrated Tool (ACEIT). Must have the ability to respond quickly and accurately to "What-if" drills concerning program delays, acceleration in schedule, and cuts/increases to the existing funding profile using ACEIT and offline in Excel. Must have strong skills and depth of experience in the development of an array of alternative solutions for program management challenges relating to cost, schedule, production, fielding and sustainment. Must have exceptional written and oral presentation skills. Must have demonstrated experience working individually as well as organizing and facilitating working groups. Must have experience preparing detailed written reports and/or briefings suitable for presentation to senior level military and corporate leadership. Must have excellent written and oral communication skills and the ability to use Microsoft Office suite of products. Preferred Requirements: Program Executive Office Aviation PMO experience, PM experience, Headquarters Staff experience. Experience supporting program budgeting processes with the preparation of POM submissions and P & R-Forms. Acquisition Level III Certification. Education and Experience Requirements: BA/BS degree and minimum 3 years in Cost Estimating Field Travel: May require travel up to 10%. Special Requirements: Applicants selected are required to have an active security clearance: SECRET and must maintain the minimum requirements for access to classified information. Testing: Candidates may be subject to a written test as part of the candidate interview and selection process to demonstrate written communication skills and/or the ability to deal with potentially challenging notional situations which may arise while supporting a Product Office. Benefits: Health/Dental/Vision Insurance Life Insurance AD&D Short / Long Term Disability 401K with Company Contribution Identity Theft Protection Paid Holidays Paid Time Off (PTO) Bereavement/Jury Duty/Reserve Military Training Leave Tuition Reimbursement

Vali Incorporated seeks a highly qualified candidate to support the Missile Defense Agency (MDA) as Basic Analyst in Department of Defense Budget/Financial Analysis. This position will support the Missile Defense Agency in Huntsville, AL assisting DoD Budget/Financial Analysis. Essential Responsibilities: As a member of a team and under the supervision of a Advanced Analyst, learn to perform the following financial management tasks: Research and analyze data using DOD's Planning Programming Budgeting and Execution paradigm to daily work Track, analyze, and execute program funding and prepare monthly execution reports Competent and efficient in use of financial systems Use automated systems to initiate Purchase Requests (PRs) documents (to include generating MIPRs and contract modifications) Education & Experience Requirements: BA/BS in business with 0 years' experience in business field Working knowledge of Excel and MS Office suite Excellent Communication Skills (Written and Verbal) The ability to work in a Team environment Applicants selected must be able to obtain and maintain a security clearance upon hire date. Desired Experience Requirements: Knowledge of planning, formulating and applying DoD Planning, Programming, Budgeting and Execution System (PPBES) methods to develop and interpret information that assists management with decision making, policy formulation, or other managerial functions. Must be a self-starter able to support multiple complex projects simultaneously. Strong knowledge of MS Office. Demonstrated experience in Excel with knowledge of advanced functions and pivot tables. Vali, Inc. is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status