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We are a boutique investment banking firm specializing in the Government Services & Technology and Aerospace & Defense sectors. Our team provides strategic advisory services, mergers and acquisitions advisory, and capital raising support to mission-focused companies driving innovation and excellence in these critical industries. We are seeking a highly motivated Investment Banking Analyst to join our team in the Washington, DC area (Alexandria, Virginia). The role offers a unique opportunity to work in a fast-paced, collaborative environment, gain hands-on experience in an entrepreneurial setting, and join a growing platform. What We Look For: We are seeking motivated individuals that embody the qualities that make for a successful Investment Banking Analyst at Tide Lock: Strong Analytical Skills: You should be comfortable working with complex financial data, developing analyses, and presenting insights to external and internal stakeholders. Excel and PowerPoint Proficiency: A strong foundation in both Excel and PowerPoint, including the ability to demonstrate slide creation and development of financial valuation analyses, among others. Intellectual Curiosity: An interest in strategic advisory, the M&A process, as well as desire to stay informed on market trends, industry developments, and regulatory changes impacting the relevant sectors for which Tide Lock serves. Team-Oriented Mindset: We value individuals who thrive in team settings and can contribute immediately in that environment. Work Ethic and Resilience: Investment Banking is demanding, and success requires dedication, focus, and the ability to manage multiple projects under tight deadlines. Communication Skills: The ability to articulate complex ideas clearly, both in writing and verbally, is essential for client interactions and internal collaboration, as is the ability to stay coordinated with your team on action items, clarify deadlines (as appropriate), answer emails and calls quickly, and easily adapt to an "on-call", in-office role. Other Requirements: Ability to work in the U.S. without sponsorship Ability to work on-site at our Old Town Alexandria, VA office College degree with Finance, Accounting, Business or comparable major/concentration preferred Submit your application to Tide Lock Partners by emailing ********************. Please ensure to include your cover letter and resume (Please combine your resume and cover letter into one PDF when sending) Please reach out to Tide Lock Partners at *****************, if you have any questions Equal Employment Opportunity (EEO): Tide Lock Partners provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of citizens protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Req #11820 **Job Description** Posted Tuesday, July 2, 2024 at 9:00 PM Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. The Strange Wealth Advisory Group at Janney Montgomery Scott LLC is a team of experienced financial advisors dedicated to providing comprehensive wealth management services to individuals, families, and businesses. based in Richmond, VA with clients nationwide. The group is recognized among the Best in State advisory teams by Forbes. Our group is seeking a financial advisor associate to help continue the development of our practice. We take a personalized approach to help clients achieve their financial goals through financial planning and tailored investment strategies. We have a unique strength in managing company retirement plans. Through these retirement plans, we provide education and advice to thousands of people every year. The financial advisor associate role will include direct interaction with employees within our retirement plans and the person in this role will be expected to develop deeper relationships with these employees. As an Associate Financial Advisor, you will play a crucial role in supporting the team's efforts to deliver exceptional service to our clients. **Responsibilities:** * Interacting with existing clients, addressing their requests, and providing updates on their investments and financial plans; * Developing a deep understanding of qualified retirement plans, including 401(k), profit sharing, 403(b), and other employer-sponsored plans; * Assisting advisors in preparing for client meetings, retirement plan committee reviews, educational sessions and conducting financial planning analysis; * Supporting our retirement plan team lead in gathering new relationships from our retirement plans and personal client networks through targeted outreach and networking efforts;. * Becoming proficient in comprehensive financial planning, including retirement planning, college planning, investment management, tax matters, estate planning and the appropriate account types and investment tools to achieve client goals; and * Collaborating with the entire Strange team to ensure seamless client service and adherence to all regulatory and compliance rules. **Qualifications and Requirements:** * FINRA securities licenses including Series 7 & 66 along with the life, health & annuity insurance license * Strong analytical and problem-solving skills, with the ability to interpret financial data and provide insightful recommendations. * Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues. * Commitment to continuous learning and professional development, with a willingness to pursue industry certifications such as the Accredited Investment Fiduciary (AIF) and Certified Financial Planner (CFP) designation * Proficiency in Microsoft Office suite and financial planning software. * Bachelor's degree preferred * Attention to detail and a strong work ethic, with the ability to manage multiple tasks and goals * Adherence to ethical standards and a commitment to putting clients' interests first * By joining The Strange Wealth Advisory Group, you will have the opportunity to work alongside experienced professionals, gain exposure to a diverse range of clients, and develop your skills in financial planning and client service. Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life a t work and at home-today and in the future. Explore further. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We've earned the Great Place to Work certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture . People are our strongest asset. We recognize that when our team members thrive, our firm is more successful. Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities. **Job Details** Pay Type Salary Scan this QR code and apply! Janney Montgomery Scott LLC, Richmond, Virginia, United States of America For more information, refer to .

Center 1 (19052), United States of America, McLean, VirginiaMBA Investment Banking Summer Associate - Summer 2025Key Details: * This is a full-time paid internship program spanning ten weeks from June - August 2025. * Participation in the internship requires that you are located in the continental United States with in-person attendance at your assigned location, in accordance with Capital One's , for the duration of the program. * The location for the duration of this program will be McLean, Virginia. * Summer Associates will be evaluated for a full-time position within the KippsDeSanto & Co. team, with potential start dates in the year following the completion of the internship. Basic Qualifications: * Currently pursuing a 2-year MBA with an expectation that your degree will be obtained by July 2026 or earlier. * Must be continuing in the same course of study of your MBA following completion of the internship. Preferred Qualifications: * Bachelor's degree in finance, accounting, business, or economics * Investment banking, private equity, or transaction advisory experience * Financial modeling experience, to include DCF and LBO * Strong analytical and quantitative skills * Knowledge of general accounting and finance principles * Strong written and oral presentation skills * Ability to work independently in a fast-paced environment * Strong work ethic, attention to detail, and a passion for excellence * A working knowledge of spreadsheet and word processing software programs ****At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).**** ****MBA Investment Banking Internship - Summer 2025**** KippsDeSanto & Co. (“KDC”), a wholly owned subsidiary of Capital One, is seeking to hire an Investment Banking Summer Associate to support its mergers and acquisitions (“M&A”) advisory practice within the Aerospace / Defense and Technology sectors. KDC is focused on providing comprehensive transaction advisory services - primarily M&A, private financing, and strategic advisory - to middle market defense and technology companies. Our MBA Summer Associates perform critical functions throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately closing the deal. The position offers substantial opportunities to gain financial and technical expertise, professional development, and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development. Over your 10 weeks with us, you'll have the opportunity to work directly on a variety of strategic advisory and financing-related transactions and assignments. The curated Investment Banking Summer Associate Program provides potential placement into a full-time role on the KDC team and offers a wide variety of networking opportunities, mentorship from senior leaders, and exposure to executives across the firm. The Summer Associate role is designed to prepare MBA students for a career in investment banking through a variety of on-the-job training, detailed market analysis, financial modeling exercises, and the preparation of client engagement materials. You will have the chance to make lasting impressions through collaboration with your team and colleagues on client deliverables and strategic initiatives. In addition to your day-to-day responsibilities on your assigned team, you'll also have the opportunity to collaborate with others and present in front of senior leadership. Whether your team's role is providing a detailed presentation on acquisition targets or structuring a product to meet a client's financing needs, you will develop valuable on-the-job skills and experience as an Investment Banking Summer Associate and will provide direct impact on Capital One and its constituents. The KDC team is committed to being an industry leader, driving game-changing initiatives through innovation and collaboration. We're looking for summer analysts who want to be part of this fast-paced, strategically-growing business that is changing the way companies manage their complex financial needs. Roles and Responsibilities: * Preparing, analyzing, and explaining historical and projected financial information * Managing and assisting in the preparation of financial models and business valuations * Conducting industry and company-specific business due diligence * Creating client marketing presentations, memoranda, and deliverables * Attending client meetings * Drafting and collaborating on pitch presentations * Developing an understanding of the underlying trends that affect the Aerospace, Defense, and Government Technology industries * Coordinating and managing the creation of industry research publications * Assisting in the development and continued cultivation of client, prospective client, and professional advisor relationships * Assisting in the management and mentoring of Analyst team members Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

- Financial Advisor Trainee - PCG (Virginia Beach, VA) (2403223) **Job Description** Financial Advisor Trainee - PCG (Virginia Beach, VA) - 2403223 **Description** Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: • If hired as a team candidate, the team will provide the specific goals and expectations. • Meets production targets that impact overall company revenue goals. • Develops a book of business consistent with AMP program goals for assets under management and required production. • Provides a high level of client service. • Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. • Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. • Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. • Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. • Seeks expertise of internal resources to identify investment opportunities and solutions for clients. • Opens, transfers, and closes customer accounts. • Maintains appropriate account records while monitoring the customer's portfolio. • Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. • Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. • Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. • Stays abreast of investment products, industry rules and regulations, and financial planning. • Performs other duties and responsibilities as assigned. **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** • Economic and accounting principles and practices. • Financial markets, banking, and financial data analysis and reporting. • Basic principles and methods for showing, promoting, and selling products or services. • Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in:** • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. • Identifying the needs of customers through effective questioning and listening techniques. **Ability to:** • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. • Continuously learn investment products, industry rules and regulations, and financial planning. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. • Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. • Establish and maintain effective working relationships with clients and colleagues. • Persevere, handle rejection and show resilience during the prospecting and networking process. • Network in the community and effectively market him or herself and Raymond James. • Demonstrate persistence in the face of obstacles. • Accept criticism and deal calmly and effectively in high stress situations. **Educational/Previous Experience Requirements:** • Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments. ~or~ • An equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications:** • SIE required provided that an exemption or grandfathering cannot be applied. • Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. • Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program. Raymond James Guiding Behaviors At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Job** Financial Advisor Trainee Program **Primary Location** US-VA-Virginia Beach-Virginia Beach **Organization** Northeast **Schedule** Full-time **Shift** Day Job **Travel** Yes, 10 % of the Time Thank You

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Basic understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data Basic knowledge of investment and insurance products Basic knowledge to interpret industry related laws and government regulations Experience in business development to include market strategy, product demonstration and promoting products and services Basic experience consulting with customers to access their financial status and identify investment needs Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment Strong analytical, decision-making, problem-solving and organization skills Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction Strong interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building effective relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tools Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience In pursuit of designations e.g., CFP, ChFC, CLU Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives Hours: Monday - Friday, 8:30-5:00 EST regardless of employee time zone. Location: 1821 Fountain Dr, Reston, Virginia 20190 Salary: $55,000-$75,000 annually (Base Pay + Variable Compensation Pay + Annual Incentive) Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedures and guidelines Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, moving towards more complex relationships as experience is gained. Execute customer and broker purchase /sales orders of securities for current/new clients Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed assets and align with member needs Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Under some supervision, proactively remain current with research legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFFG clients and/or business environment Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies Participate in development and implementation of new/enhanced processes and financial planning Participate in on-site audits of registered duties, documentation, and processes in order to comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Perform in-depth on-going research to acquire new accounts in assigned territory to increase market share Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to grow market penetration of NFFG product services Prepare standard/special reports required by FINRA, NASAA and SEC, participates in industry and/or internal audits under some supervision Provide basic investment consultation related to investment products, life insurance services and related quotes, document preparation and required regulatory filings Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities Performs other dues as assigned

Description We are looking for a dedicated Financial Aid Representative to be part of our team. This role is primarily in the education industry and is based in Chantilly, Virginia. As a Financial Aid Representative, you will be responsible for managing both inbound and outbound communication with students, providing them with information related to various payment methods, including Federal Financial Aid. This role requires strong organizational skills and a keen attention to detail. Responsibilities: - Communicate effectively with students via phone and email, answering their queries regarding payment methods and university policies. - Identify the needs of the students and provide them with appropriate solutions, adhering to our business processes and university guidelines. - Guide students through various financing options and university policies related to payments. - Support the Financial Aid Advisors in their day-to-day activities. - Manage outbound communication with students and handle inbound requests to maintain a manageable queue volume. - Work as part of a team to ensure a high-quality, timely student experience. This includes supporting colleagues, participating actively in team discussions, and providing constructive feedback to management. - Collaborate with Financial Aid Advisors to update and maintain student records. - Work closely with the Financial Aid Support Team to identify trends and root causes of issues related to student needs. - Process payments and update student records accurately, following all necessary procedures. - Engage with current and past students to prompt action on their balances, as part of various collections campaigns. - Understand key metrics and use self-service reporting and tools to monitor and share data. - Maintain confidentiality and manage sensitive information effectively. - Prioritize the needs of the students and commit to providing an excellent student experience. - Foster positive working relationships and promote a collaborative environment with students, staff, and leadership. - Manage time effectively, prioritizing and evaluating work to handle a variety of daily tasks. Requirements - Proven experience in a Call Center Customer Service role. - Exceptional customer service skills and ability to handle client queries effectively. - Proficiency in Microsoft Outlook for managing emails and scheduling tasks. - Advanced knowledge of Microsoft Excel for data organization and analysis. - Accurate and fast typing skills to ensure efficient data entry and documentation. - Experience with Typing Data Entry, demonstrating excellent attention to detail. - Ability to handle an Answering Multi-Line Phone System, ensuring smooth communication flow. TalentMatch Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

Full Time in Midlothian, VA Responsive recruiter Cindy Shumaker State Farm is a well-established insurance agency, proudly serving our community for over 15 years. We take pride in our commitment to protecting our customers' dreams and providing personalized insurance solutions that meet their unique needs. As a State Farm agency, we are backed by a trusted and reputable brand known for its outstanding customer service and industry-leading products. **Role and Responsibilities** As a Sales Associate at Cindy Shumaker State Farm, you will play a vital role in expanding our customer base and providing exceptional service to our clients. Your key responsibilities will include - Sales and Customer Acquisition Engaging with prospective customers to understand their insurance needs and providing tailored insurance solutions to protect their assets and loved ones. - Lead Generation Proactively seeking out new leads through various channels, including referrals, community involvement, and networking events. - Relationship Building Building strong and lasting relationships with clients to ensure their satisfaction and retention. Providing ongoing support and assistance to meet their evolving insurance requirements. - Cross-Selling and Upselling Identifying opportunities to offer additional insurance products and financial services that align with customers' needs. - Collaboration Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. **Qualifications** To excel in this role, we are looking for candidates with the following qualifications * Sales Experience Prior experience in sales or customer service is preferred, but we encourage candidates with a strong passion for sales and a desire to succeed to apply. * Communication Skills Excellent interpersonal and communication skills to establish rapport with customers and explain complex insurance concepts in a clear and understandable manner. * Customer-Centric A genuine passion for helping others and a dedication to delivering exceptional customer service. * Goal-Oriented A self-motivated individual with a demonstrated track record of achieving and exceeding sales targets. * Insurance Knowledge While not required, familiarity with insurance products and industry practices will be advantageous. **Benefits** - Ongoing training and development opportunities to enhance your skills and knowledge. - A supportive and collaborative team that feels like family. - Opportunities for career growth and advancement within the agency. - Salary plus commission/bonus - Paid time off (vacation and personal/sick days) - Growth potential/Opportunity for advancement within my office **HOURS** Weekdays 8:30 AM - 5:00 PM Compensation $55,000.00 - $75,000.00 per year *State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.* Earn benefits and rewards that are second to none

Develop staff packages and supporting materials Prepare and deliver briefings to the Intelligence Community, FM, and/or oversight agency senior leadership as necessary. Review audit reports, business process internal controls, and supporting financial documentation to identify audit impediments, such as lack of effective controls or substantial non-compliance with laws and regulations, and provide recommendations. Complete corrective actions which may include performing analysis and reconciliations of financial transactions; documenting business processes and internal controls; and providing training to business process owners. Research fiscal statutes, regulations and oversight guidance. Assist in the development and administration of the agency Triannual Review Program. Audit Liaison additional specific tasks: Coordinate MCAP deliverables with business process owners, issue taskings, and assist with monitoring goals and milestone targets for completion to ensure each applicable line item identified in the MCAP is addressed and resolved. Manage incoming Prepared by Client (PBC) requests, assign PBC owners, and manage PBC status on a daily basis to include updating the master PBC tracker and database, and providing metrics. Perform quality control on submitted PBC items as required and respond to auditor questions or coordinate meetings between process owners and auditors. Manage communications with internal and external entities to include PBC requests to the Defense Finance and Accounting Service (DFAS). Manage the Notice of Findings and Recommendations (NFR) process to include receipt and distribution to finding owners for factual accuracy and final acceptance. Provide analysis of NFRs for proper causal factors and recommendations, advise process owners of concerns over narrative. Provide administrative support to the I.C. Audit Committee. Respond to request for populations at auditors request. Policy Development and Maintenance additional specific tasks: Develop clear and concise I.C. policies and procedures within the I.C. governance framework related to accounting, budgeting, financial execution, fiscal law, and travel. Manage agency coordination of draft financial management policies. Vet policies promulgated by other I.C. directorates for compliance with laws and regulations (specifically, laws and regulations related to accounting, budgeting, fiscal law, and travel). Provide financial policy advice, guidance, and interpretation to I.C. Components. Utilize office tools to document and track frequently asked questions, fiscal law issues, taskings, and policy inquiries. Administer support agreements received by FM for coordination for fiscal issues to ensure compliance with laws and regulations and ensure the agency equities are documented. Advise the Intelligence Community Components on fiscal matters to ensure fiscal compliance with minimum impact to the mission. Edit FM directorate documents (e.g. staff packages, policies, terms of reference, studies, strategies, meeting summaries, etc.) for accuracy, completeness, and consistency. Engage I.C. Components to develop, review, and implement policies to support audit readiness or remediation to ensure conformance with agency standards. Collaborate with the I.C. Corporate Policy Office to prepare draft policies for agency coordination and comment and coordinate revision of draft policies for publication. Internal Controls and Compliance additional specific tasks: Manage the I.C. Key Fund Control Personnel database processes, requirements, and records. Develop, administer, and sustain I.C. IPERIA program in accordance with OMB A-123, Appendix C. Support integration of IPERIA program execution with the Agency Financial Report in accordance with OMB A-136. Monitor vendor pay, travel pay, funds control, training payments, and other processes and operations. Conduct Electronic Funds Transfer payment reviews. Develop, administer, sustain, and report I.C. Internal Controls over Financial Reporting (ICOFR) program in accordance with OMB A-123, Appendix A, including new requirements and appendices as issued. Develop and sustain narratives and flowcharts in swim lane or other specified formats for end-to-end financial business processes. Document and assess the control environment surrounding DoD and I.C. financial and feeder systems to achieve ICOFR compliance and audit readiness. Provide recommendations of alternatives for corrective actions related to deficiencies in accounting, financial management, internal and management controls, and other financial operations. Research, develop, and coordinate new internal controls necessary to ensure compliance with Federal guidance and I.C. policies. Identify risks and prevention areas for fraud, waste, and abuse. Conduct compliance reviews to improve the control environment. Conduct testing and documenting conclusions related to Internal Controls over Financial Systems (ICOFS) -- I.C. compliance with FMFIA section 4 and FFMIA section 803(a) requirements (e.g. USSGL compliance and system requirements). PP&E additional specific tasks: Support the Intelligence Community with the identification of accounting issues and valuation methodologies for capital acquisition programs. Assist with defining requirements, aligning work activities within Statements of Work, and establishing contract structures to segregate capital and expense work activities. Advise and assist with the accounting treatment and general ledger account assignment for Contract Line Item Numbers (CLIN's). Attend program, contract, budget, finance, and other relevant meetings to assist in determining accountability and valuation of assets. Review proposed and executed contract change orders/modifications to support identification and segregation of capital and expense cost elements. Perform review of I.C. obligations to ensure that assigned accounting treatments and general ledger accounts were correctly applied during the fund's execution process. Respond to PP&E audit-related inquiries as part of the financial statements audits or other audits and participate in meetings and other interactions with auditors as needed. Support and/or execute PP&E audit ability corrective actions and other tasks associated with, or related to, PP&E as identified in I.C. Corrective Action Plan. Review project expenses for Next I.C. West (N2W) to complete standard vouchers to move indirect costs to the Construction-in-Process (CIP) general ledger account and to track CIP so that assets are completed and put into service based on the Real Property Management Manual. Financial Reporting additional specific tasks: Support the preparation and reconciliation of monthly departmental budget execution reports and data calls, including maintenance of system reports and other tools. Support the preparation of financial statements, footnotes required supplementary stewardship information, required supplementary information, and supporting documentation. Review general ledger and transaction-level data and perform variance analysis to identify and correct errors in financial balances in coordination with applicable stakeholders. Support all activities pertaining to the production of the Agency Financial Report. Identify process improvements and develop and/or update business process documentation and standard operating procedures, as needed. Support financial system improvement and automation efforts impacting financial reporting deliverables. Qualifications Required Skills: Bachelor's degree in accounting, finance, business, or equivalent work experience Demonstrated specialized experience in a federal financial management function such as an accountant, financial auditor, financial analyst, or financial system analyst. Desired Skills: Certified Public Accountant or other financial certification such as, Certified Internal Auditor (CIA), Certified Governmental Financial Manager (CGFM), and Certified Government Auditing Professional (CGAP). Demonstrated knowledge of the Intelligence Community business processes and financial management systems. Demonstrated specialized experience with DoD and IC financial management business processes and financial systems. Prior internal or external financial statement audit experience.

Key responsibilities may include: Provide ongoing financial management support to Federal client in accordance with Federal financial management requirements Prepare training materials and facilitate knowledge transfer to client stakeholders Minimum Years of Experience: 0 years Ability to work out of Arlington, VA or at a client site in the DC Metro area Proficiency in Microsoft Word, PowerPoint, Visio and Excel Outstanding analytical and problem-solving skills Ability to assume ownership of significant portions of tasks while collaborating with a close-knit team Excellent verbal and written communication skills Strong conceptual, as well as quantitative and qualitative analytical skills * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend

Financial Representative - State Farm Agent Team Member Annandale, VA **Job Title: Bilingual Sales Representative (Spanish/Vietnamese)** **Company:** Anh Nguyen State Farm Agency **About Anh:** Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients. * Focused on Life Insurance & Other Risk Management * Focused on Relocation of current State Farm customers * Competitive Auto and Homeowners Quotes * Double check Discounts Available * Exotic Travel Qualifier * Chairman's Circle Qualifier * President's Club Qualifier * Million Dollar Round Table Qualifier * Member of Alexandria Rotary Club * Member of Alexandria Chamber of Commerce * Focus in working with local business owners * Long time resident of Northern Virginia **Position Overview:** We are seeking a dynamic and motivated Bilingual Sales Representative fluent in Spanish and/or Vietnamese to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets. **Responsibilities:** * Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service. * Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances. * Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base. * Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities. * Meet or exceed sales goals and performance metrics while adhering to company policies and procedures. **Qualifications:** * Fluency in Spanish and/or Vietnamese (both written and verbal) is required. * Previous sales experience in insurance, financial services, or a related field is preferred but not required. * Excellent communication and interpersonal skills with the ability to connect with diverse clientele. * Strong work ethic and self-motivation to achieve personal and team objectives. * Ability to multitask, prioritize, and work effectively in a fast-paced environment. * Proficiency in basic computer skills and willingness to learn new technology platforms. **Benefits:** * Competitive base salary plus commission and bonus opportunities. * Comprehensive training and ongoing support to help you succeed in your role. * Career advancement opportunities within the agency and the broader State Farm network. * Paid time off and holidays. **How to Apply:** If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information]. Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply. Compensation: $35,000.00 - $65,000.00 per year This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. **About Our Agency** * Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. * We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance. * Our office is located in Old Town Alexandria. * We currently have 7 team members at our agency. * Our agency has received awards including: Chairman's Circle, Ambassador Travel, and Senior Vice President's Club * Additional languages spoken: Spanish and Vietnamese ****Apply now and let us put you on the path to success.**** *State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.* Earn benefits and rewards that are second to none

**Job Title Sales Representative** **Company** Anh Nguyen State Farm Agency **Location** Annandale, VA **About Anh**Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients. * Focused on Life Insurance & Other Risk Management * Focused on Relocation of current State Farm customers * Competitive Auto and Homeowners Quotes * Double check Discounts Available * Exotic Travel Qualifier * Chairman's Circle Qualifier * President's Club Qualifier * Million Dollar Round Table Qualifier * Member of Alexandria Rotary Club * Member of Alexandria Chamber of Commerce * Focus in working with local business owners * Long time resident of Northern Virginia **Position Overview**We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets. **Responsibilities** * Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service. * Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances. * Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base. * Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities. * Meet or exceed sales goals and performance metrics while adhering to company policies and procedures. **Qualifications** * Previous sales experience in insurance, financial services, or a related field is preferred but not required. * Excellent communication and interpersonal skills with the ability to connect with diverse clientele. * Strong work ethic and self-motivation to achieve personal and team objectives. * Ability to multitask, prioritize, and work effectively in a fast-paced environment. * Proficiency in basic computer skills and willingness to learn new technology platforms. * **Must be able to obtain the Property and Casualty Insurance License** * **Bilingual Spanish or Vietnamese required** **Benefits** * Competitive base salary plus commission and bonus opportunities. * Comprehensive training and ongoing support to help you succeed in your role. * Career advancement opportunities within the agency and the broader State Farm network. * Paid time off and holidays. **How to Apply**If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information]. Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply. Earn benefits and rewards that are second to none

Leffler Consulting is seeking a cleared junior budget analyst to join our team in Arlington, VA. Candidate must have an active TS/SCI clearance, be JAFAN 6/0 eligible, and have had a SSBI conducted within the last 6 years. * Provide administrative support to manage office tasks and processes and to document policies and procedures * Collaborate with budget analysts and stakeholders to create, coordinate, and consolidate program review products and budgetary data for Planning, Programming, Budgeting and Execution cycles * Make decisions concerning the preparation and tracking of financial transactions and recommend solutions to complex budget problems supporting multiple programs, locations and government customers * Provide support for a financial system, coordinating budget-related tickets, new functionality, testing, and documentation * Provide budgetary analyses in various Headquarters Budget functions and input such as Budget Formulation, Justification, Execution and Tracking **Required Education** * Associate's degree (preferably in a financial or business discipline) or 2 years of additional years of experience **Required Experience** * Experience performing analyses in various finance and accounting functions such as Budget Formulation, Budget Justification, Budget Execution and Tracking/Review * Two years of experience using a federal financial/accounting system, preferably with updating accounts, records, reports, and controls * Solid understanding of the Federal Planning, Programming, Budgeting & Execution Process (PPBE) process * Demonstrate professional skills, dress and demeanor appropriate for supporting senior officials * Experience producing professional and accurate reports and documents * Proficient in Microsoft Office applications, including Excel and Word * Ability to work independently and identify potentially more effective methods of operation **Desired Education** * Bachelor's degree or equivalent in Accounting, Finance, or Business Administration * Knowledge of Momentum Financials * Experience using advanced features of MS Word and MS Excel Founded in 2001, Leffler Consulting is a women-owned small business (WOSB) headquartered in Chantilly, Virginia. We provide financial management and life-cycle budget and cost support to our nation's most critical programs in the Intelligence Community (IC) and Department of Defense (DoD). Leffler Consulting specializes in all areas of acquisition support, financial management, audit readiness, and process improvement and controls while also providing a broad array of support functions critical to supporting the mission requirements of our customers. We offer competitive salaries and a generous benefits package, including medical, dental, vision, and disability coverage, paid leave, paid holidays, an employee assistance program, and an employee referral program.

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at ****************** Job Description Contractor must possess a Secret Security Clearance. Contractor Travel: The contractor may be required to occasionally travel to various locations across the United States during the performance of this contract to conduct analysis and attend meetings. Tasks: • Collect and analyze data accurately • Create summarized budget analysis reports monthly • Provide a detailed status of funds daily • Ensure budgetary alignment with the PPBE • Conduct in-depth analyses of budget • Compare obligation plans against allotments to ensure adequate funds are available • Review and analyze execution lines of accounting • Provide budget recommendations and solutions Qualifications Requirements: • Bachelor's Degree • Knowledge of financial and accounting principles • Must have experience working with government budget programs and PPBE • Knowledge of budgetary methods, practices, procedures, policies, and other similar initiatives • Capable of performing in-depth financial analyses • Knowledge of budget formulation processes to forecast revenues and expenses of assigned funds • Experience with automated data processing concepts Additional Information CORE COMPETENCIES Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership - ability to guide and lead colleagues on projects and initiatives Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people Communication - ability to effectively communicate to stakeholders of all levels Motivation - persistent in pursuit of quality and optimal client and company solutions Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment - exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications Organization - ability to manage projects and activity, and prioritize tasks BENEFITS AND HIGHLIGHTS At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. Our growing list of benefits currently include the following for Full Time Employees: • Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. Group Health Insurance Benefits: • Medical: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. • Dental: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. • Vision: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. • 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. • Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given. • Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. • Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. • Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. • Leverage-able Experience and Thought Leadership: By collaborating with firm leadership, other members of the team, as well as Fellows and collaborating partners in what is a flat organization, you'll make valuable professional connections, gain experience, and contribute to Thought Leadership while you build a basket of marketable experiences. • ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program. • Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. • Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA. • Supplemental Life/Accidental Death and Dismemberment Insurance : If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. • Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability. ADDITIONAL INFORMATION - The Best Way To Apply • ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. • ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. • Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work. FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON ************************* OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO **********************. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.

At EAB , our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve. At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards . For more information, visit our Careers page. The Role in Brief: Junior Revenue Analyst, Financial Planning & Analysis The Finance team works with senior executives at the firm to develop financial projections, monitor and evaluate performance, develop analytical tools and dashboard reporting, evaluate investment proposals, and improve financial reporting systems. The Finance team is seeking a Junior Revenue Analyst to join the team to help achieve key financial initiatives for the company. Analysts play a key role in assisting the firm's leaders in the business construct, managing their financial forecasts and conducting ongoing analytical projects to achieve operational and strategic objectives. Analysts develop a strong understanding of the company's business lines including products, growth potential, revenue trends, and forecast variance. This is an exciting opportunity in corporate finance at a dynamic company with a well-respected track record of bringing innovative research and technology solutions to the Education sector. This opportunity is open to hires in our Washington, D.C. or Richmond, VA offices. Primary Responsibilities: The Junior Revenue Analyst will play an ongoing role in the day-to-day operations of the Finance department, including: · Creating and maintaining firm wide revenue forecast models, including predictive analytics models · Partnering with Accounting to establish monthly variance tracking and reporting process · Managing milestone-driven revenue streams, including partnering with Delivery/Product teams to implement unit-level deployment planning and forecasting · Supporting the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving financial and operational performance · Creating and maintaining department dashboards analyzing performance against key business metrics, including cost, revenue and margin targets · Analyzing specific financial and operational issues during the year, including ad-hoc analysis, modeling, and forecasting · Communicating findings to executive audience Basic Qualifications: + Bachelor's Degree in finance, economics, business, or other related field + Excellent academic performance + Minimum 1+ years of professional experience + Advanced MS Excel skills + Attention to detail + Proven time management skills; ability to manage multiple simultaneous projects + Strong academic or professional experience using quantitative analytical tools to assemble, analyze, and draw conclusions from business data + Willingness to learn how to use new tools, techniques, and skills + Discretion in handling sensitive firm, department and individual performance information Ideal Qualifications: + Experience with coding languages such as Python or SQL + Resourcefulness; ability to procure detailed data and information + Proven service orientation with attention to detail and follow-up + Proven project management and planning skill + Proven finance, strategy, and operational skills + Significant academic or professional experience using quantitative analytical tools to assemble, analyze, and draw conclusions from business data + Commitment to valuing diversity, practicing inclusive behaviors, and contributing to an equitable working and continual learning environment in support of EAB's DE&I Promise If you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome diversity of background and experience. We would encourage you to submit an application if this is a role you would be passionate about doing every day. Compensation: The anticipated starting salary range for this role is $46,000 - $60,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role. This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, including, without limitation, individual and organizational performance. Benefits: Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include: · Medical, dental, and vision insurance plans; dependents and domestic partners eligible · 20+ days of PTO annually, in addition to paid firm and floating holidays · Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each) · 401(k) retirement savings plan with annual discretionary company matching contribution · Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans · Employee assistance program with counseling services and resources available to all employees and immediate family · Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation · Gender affirming care coverage · Fertility treatment coverage and adoption or surrogacy assistance · Paid parental leave with phase back to work program for birthing and non-birthing parents · Access to milk shipping service to support nursing employees during business travel · Discounted pet health insurance coverage for dog and cat family members · Company-provided life, AD&D, and disability insurance · Financial wellness resources and membership in a robust employee discount program · Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities Benefits kick in day one; learn more at eab.com/careers/benefits . This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future. At EAB, we believe that to fulfill our mission to "make education smarter and our communities stronger" we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard. To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.

Experience : 5 years of financial management experience. Specialized Experience: Experience in Financial Management/Accounting in a Federal Government environment with a demonstrated ability in areas such as Cost Estimating, Process Analysis, Procurement Strategic Planning and Execution or Business Management. Possess a thorough knowledge of Federal financial and accounting policies andsystem requirements. Functional Responsibilities: Prepare cost estimates and correlate financing requirements into executable budgets. Possess knowledge of the allocation, execution, and administration of approved budgets. Assess products and procedures for compliance with government standards, accounting principles,internal controls, and multi-tiered system application standards. Generate office guides, user manuals, work-flow processes, and management documentation for consideration. Complete tasks within allotted time and assists in the preparation of milestone status reports and presentations. Prepare and evaluate cost/benefit analysis, management proposals, control systems, revisions to customer interfaces, and organizational structures. Knowledge of activity based costing, business case analysis and outsourcing requirements. Minimum Education: Bachelor's degree from an accredited university or college in the appropriate disciplines, or equivalent with 5 years of specialized experience. Education can be substituted with proven 5 years of specialized experience.

**Title** **Financial Analyst** **Experience** Not Indicated **Location** Fairfax, VA, United States **Job Highlights** **Type** Full Time **Function** Finance/Management **Company** Van Metre Companies **Company Profile** **Van Metre Companies** provides top-quality homes, investment properties, and services to our customers and clients. The company continues to excel in real estate development and construction and the management of apartment, retail, and office investment properties, as well as in the provision of mortgage and related services. **Job Profile** The company is seeking a who will **express the Director of Financial Planning's vision for asset and debt management** with tangible decision-making products. Use professional expertise to utilize Van Metre's financial, sales, and operation systems to build financial models and provide analysis, transforming data into insights, and furthering the evolution of the company. Collaborates with Owners, Executives, and Senior Leadership on investment decisions and the growth trajectory of the company. **Education Level** * **Not mentioned**, yet a High School Diploma will be a plus **Work Experience** * Possess work-related experience (a plus) **Duties/Responsibilities** * Articulate cash flow, net income, and debt models - to include bank covenant and other complex covenant restrictions - in Excel. * Assess benefits to be derived and change impacts from system improvements and quantify impacts to business units. * Benchmark results of actual financial information to plan and analyze opportunities for multifaceted business decisions. * Conduct a wide variety of detailed qualitative and numerically oriented assessments and analyses, and provide recommendations based on findings. * Analyze assumption inputs and outputs to drive key investment decisions and reassert projections in current projects. * Data aggregation and reporting within Excel workbooks and Power BI; provide clear recommendations on improving information flow. * Demonstrate and apply knowledge of best financial analysis practices, tools, and techniques. * Participate in the origination, underwriting, and negotiation of investment opportunities, including ground-up development, redevelopment opportunities, or stabilized assets. * Report directly to the Director of Financial Planning and support all areas of the business collaborating with New Homes, Land, and Investment Properties divisions to build financial models for projections and reporting. * Review legal and transaction documents such as purchase sale agreements, loan documents, etc. and accurately model financial transactions. * Serve as liaison with business units to provide analysis and develop processes; provide recommendations on financial and operational optimization and engineering. * Understand and solve complex financial transactions; superior knowledge of financial theory and valuation. **Skills/Knowledge/Abilities** * Ability to communicate across diverse audiences ranging from business leadership to technical roles throughout the organization, including field operations; professional maturity and presence to effectively interact with senior leadership. * Ability to organize, coordinate, and direct projects leading to innovative, strategic initiatives. * Absolute integrity; highly motivated; able to quickly learn and understand key business drivers and business models; able to manage multiple priorities and tasks while operating effectively in a dynamic, matrixed environment. * Demonstrate confidence in explaining, defending, and or challenging analytical findings. * Experience as a Business Analyst or Financial Analyst, or similar work or internship experience. * Facilitate meetings to validate, prioritize, and document project requirements and returns. * Intellectual curiosity; strong analytical, critical thinking, and problem-solving abilities. * Mastery of financial calculations (profitability ratios, financial risk ratios, etc.) * Meticulous attention to detail and the ability to extrapolate and apply findings from analysis and data; attentiveness to accuracy. * Operates under minimal supervision and performs duties with broad latitude for exercising independent judgment. * Proficiency with Office 365 product suite. * Proficient in financial modeling. * Strong desire and willingness to support team endeavors beyond core responsibilities. * Strong interpersonal skills to work closely with subject matter experts across the company; serve as a liaison between business, technical, and program support teams. * Substantial experience and advanced capabilities in Microsoft Excel. * A wealth of experience in reporting, consolidation, and financial analysis. **Preferred Qualifications** * Ability to generate queries and joins of datasets to process data to support business analysis, benchmarking, and optimization efforts * Power BI visualization/DAX expertise * Proven technical skills in SQL and scripting **Performance Measurement** * Ability to achieve or exceed designated performance goals * Accuracy, timeliness, insightfulness, presentation skills * Proactively identify opportunities to improve performance **Benefits/Perks** * The company offers excellent benefits and a work environment that fosters and rewards excellence. It also promotes work/life balance, including a robust Employee Wellness Program. **Employer's Statement** Van Metre Companies is an Equal Opportunity Employer. The company does not discriminate based on any protected group status under any applicable law.

* Arlington, VA, USA * Salary * Full Time * *Health, Dental, Vision, Life, Disability, 401(k) Matching, Tuition Reimbursement, Flexible Leave* Email Me This Job MDW is seeking **Junior Financial Analysts** to provide support to the Comptroller Office of our Defense Advanced Research Projects Agency (DARPA) client. DARPA's mission is to maintain the technological superiority of the U.S. military and prevent technological surprise from harming our national security by sponsoring revolutionary, high payoff research that bridges the gap between fundamental discoveries and their military use. MDW's specific client, the DARPA Comptroller, is the nucleus of "corporate" fiscal activities. Current government requirements are for staff to work in the office in Arlington, VA at least once per month, with the requirement potentially increasing in the future. Responsibilities to potentially include: * Reviewing and analyzing requests for funds release submitted to DARPA Comptroller. This review and analysis ensures the fiscal integrity of the request and that the required documentation is included. * Maintenance of relevant system tables, programming of funds into financial database, reconciliation between source documents and systems, redistribution of allocations within the system, ad hoc reporting of system data, routine checks and balances to guarantee accuracy and special projects, as required. * Updating and validating commitment and obligation transactions, correction and reconciliation of DARPA's Headquarters Installation-Level Accounting maintained in the Defense Agency Initiative (DAI). This task includes extensive analysis and reconciliation with DARPA's internal financial management reporting system, monthly reports distribution, and varied levels of problem solving. In addition, responsible for supporting DARPA's Tri-annual Reviews Unliquidated Obligation (ULO) management, and Dormant Account Review- Quarterly (DAR-Q). * Unliquidated Obligation (ULO) Management. The ULO team's responsibilities include identifying the reimbursable or direct accounting records that are in an out-of-balance condition, reconcile the accounts, prepare corrective packages to recommend a resolution of the out-of-balance condition, ensure packages are worked to completion and validate remaining ULOs. * Responsible for the distribution of requisition packages and relevant background material to the executing Agent, Technical Office and DFAS. Maintaining the official documentation files supporting each transaction. * Providing support for preparing requisitions and supporting documentation for DARPA legacy travel orders outside DTS and the associated legacy travel obligation documents and providing ad hoc reports for legacy and DTS travel system as needed. Required Experience: * Minimum of one (1) year of general experience in: analyzing and evaluating complex textual and/or quantitative information in order to make comparisons among alternatives or to make recommendations for corrections or improvements in process, operations, or policies; experience with automated systems to include database maintenance and reporting; the ability to extract and report reliable data; sound oral and written communications skills; experience communicating with various levels of personnel; and ability to anticipate, project, and plan accordingly. * Must be a U.S. Citizen * An Active DoD **Secret** clearance is required to perform this work. Candidates are required to have an active **Secret** clearance upon hire, and the ability to maintain this level of clearance during their employment. Preferred Experience: * Experience with Defense Agency Initiative (DAI) Required Education: * Education: BA/BS degree **Company Description** Incorporated in 2012, MDW is a small business headquartered in Washington, DC with offices in Huntsville, AL. 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.* **Additional Information** We offer a competitive and comprehensive benefits and compensation package for our employees, including but not limited to: * Health * Dental * Vision * Group Life Insurance/Long Term Disability/Short Term Disability * Retirement/401(k) * Flexible Leave Policy You must select a location. You must select an education status answer. You must select a seeking status answer.