Finance planner jobs in Virginia Beach, VA

The Analyst, FP&A will serve as support for the Manager - FP&A in executing the annual budgeting process, performing monthly budget variance analysis, preparing monthly financial forecasts, and identifying profit improvement opportunities. Principle Duties and Responsibilities: Serve as primary budget contact for business owners in preparation of the annual budget. Work with business owners to develop department level budgets. Validate and challenge budget assumptions used by business owners and verify accuracy of the information. Assist in preparation of budget and forecast review material for senior management and Board of Directors. Prepare and review monthly financial statement packages and analyses. Generate monthly budget vs. actual reporting including variance analytics for review by executive management. Prepare other recurring monthly reporting and ad hoc analysis for distribution to departmental and executive management. Oversee the administration duties of the budget system. Approve and maintain database of users. Responsible for template management and business process flow development. Maintain integrity and security of the systems. Respond to system user requests. Minimum Requirements: 4-year undergraduate degree in Accounting or Finance 0-2 years minimum of related experience Ability to effectively manage multiple work streams simultaneously Ability to meet deadlines Attention to detail required Proficiency in Excel, databases, and other financial software applications

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

Welcome Financial Advisor Candidates Someone Who CARES encourages you to learn about opportunities in our three core areas as a Financial Advisor working with clients. The rewards for a Financial Advisor are outstanding. While we offer our clients sophisticated solutions that simplify their lives, we offer you the ideal place to build your career. SWC Financial Advisors are driven to be the best; they have a passion for excellence and work to exceed their clients' expectations. They listen to their clients' life goals and develop financial strategies to achieve their objectives. Our company offers integrated and comprehensive products and services across all businesses, leveraging the best of local knowledge and national expertise. Our Financial Advisors have the power to deliver what their clients want and need. An ideal candidate would have the following: Be open minded and willing to learn our process for working with clients and developing their business. Either have a series 65/66 license or capable of passing the test. A current client base and/or relationships with 50 plus people. Client could be insurance, securities, advisory, tax preparation, etc. or any financial service relationship. History of success, professional, and believes in planning and goal setting. Really cares about helping people and providing solutions that are best for their clients. Understands that the financial services business is rapidly changing. Wants to convert from “selling a product” to building long term value based relationships. Positive Attitude Financially Stable The Benefits of Becoming an Advisor Our system provides real value. The BENEFITS are TANGIBLE, SPECIFIC, and MEASURABLE. Our proven systems will help: - Have a business strategy to succeed in the competitive and changing financial services business - Feel good knowing you make a difference - Enhance your ability to build and sustain long term relationships - Have client relationships based on services and processes, not products and transactions - Attract and manage more client assets and cash flow - Leverage technology to simplify and as a competitive advantage - Convert your “job” to a “business” - Achieve Maximum and Sustainable “Net” Earnings - Increase your profitability and create a business that has marketable value - Free up your time with improved time management - Control and balance your personal and business demands - Eliminate or reduce stress, worry, and negative surprises - Have more FUN! WE WILL SIMPLY MAKE LIFE BETTER FOR YOU!

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

ONSITE Who We Are: Founded in 2007, SimIS Inc. is an innovative information technology solution Veteran Owned Small Business (VOSB) that models future environments, requirements, and capabilities, and then secures the enterprise from internal and external threats compliant with Federal, State, and industry standard governance to ensure client mission success. Our performance standard is “excellence,” with an outcomes-based, quality focus in our services and products, guided by our core values of honesty (in word and deed), relationships (confidence and trust with clients and partners), teamwork (shared goals, mission, and purpose), loyalty (allegiance to our client and team), and importance of others (work and win as a team). SimIS is currently recruiting for the listed position and is contingent upon award. The position is anticipated to be “on site.” Job Description: NATO HQ Supreme Allied Command Transformation (NATO SACT) is seeking contract support tor the capture, development, architecture, data science and quality assurance of capability requirements and operational analysis necessary to adapt to future threats and explore long-term military strategy to shape how NATO's forces will operate in the future. To support our NATO customer, SimIS Inc seeks a Capability Portfolio Analyst to support NATO Capability Program Managers and projects. The candidate will develop the Capability Requirements Brief and recommended courses of action to resolve issues associated with the life cycle management of requirements using matrixed, cross-functional project- specific Requirements Management teams. Experience Required: BS degree finance, economics, business administration, mathematics, or accounting. 7 years of experience in portfolio management, program management, project management, or a related technical area. 5 years of experience managing complex military requirements, R&D environments, or digital technologies. Proficiency in enterprise Project Management and Business Intelligence (BI) tools such as Clarity or Qlik Sense. Certified Portfolio Manager (CPM) or Project Management Professional (PMP) is highly desirable. Demonstrable working knowledge/experience of multinational organizations such as NATO. Responsibilities: Define the portfolio's structure and ensure it reflects and supports the overarching business priorities and strategic goals. Manage the portfolio's governance processes, monitor its performance, and ensure accountability across all projects and programs. Ensure that organizational capabilities and resources are effectively managed, aligned with strategic needs, and optimized for the portfolio's objectives. Maintain comprehensive knowledge and oversight over the planning and execution of all programs and projects within the Capability Portfolio. Support and evaluate project and program proposals, making informed investment decisions to ensure they contribute to the strategic vision. Monitor delivery performance, identify and manage interdependencies between projects, and mitigate potential risks across the entire portfolio. Provide executive reviews and data to support strategic discussions and communicate portfolio progress and performance to stakeholders. Benefits: Medical, Dental, and Vision Short-Term Disability (at no cost to you) & Long-Term Disability Life Insurance 401(k) Savings Plan Flex Spending Accounts Tuition Assistance Program Professional Development Paid Time Off (PTO) 11 Federal Holidays each year SimIS, Inc. is an EOE / M / F / Disability / VET / Drug Free Employer Powered by JazzHR QVvMe6Infe

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business using our proven platform, with mentorship from leaders who are actively in the field. We work warm, intent-based leads (no cold calling lists) and focus on education, not pressure sales. What you'll be doing - Calling and meeting with families who have requested information about life insurance, mortgage protection, or final expense coverage - Listening to their goals, budgets, and concerns, then building simple, clear options - Submitting applications through our brokerage platform with access to multiple A-rated carriers - Following a structured training system with mentorship, scripts, and step-by-step support - Growing into leadership by helping train and support other agents if you choose the agency-owner path What we provide - Remote-first, flexible schedule (full-time or part-time) - Access to warm leads from families who requested information - Step-by-step training, mentorship, and leadership development - Proven system to grow from personal production to team building - A culture focused on faith, family, growth, and breaking poverty's chains Compensation This is a 1099, commission-only role with uncapped earning potential. New, committed part-time agents can earn a few thousand per month, while full-time and leadership-track agents can scale well beyond six figures as they grow a team. Who this is for - Self-motivated doers who want to build something of their own - People who are coachable, growth-minded, and willing to follow a proven system - Those who want time freedom, impact, and income - not just another job If you're ready to align with a team that will invest in you while you build your own business, we'd love to talk.

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

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

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Led by Rodolphe Saadé, the CMA CGM Group, a global leader in shipping and logistics, serves more than 420 ports around the world on five continents. With its subsidiary CEVA Logistics, a world leader in logistics, and its air freight division CMA CGM AIR CARGO, the CMA CGM Group is continually innovating to offer its customers a complete and increasingly efficient range of new shipping, land, air and logistics solutions. Committed to the energy transition in shipping, and a pioneer in the use of alternative fuels, the CMA CGM Group has set a target to become Net Zero Carbon by 2050. Through the CMA CGM Foundation, the Group acts in humanitarian crises that require an emergency response by mobilizing the Group's shipping and logistics expertise to bring humanitarian supplies around the world. Present in 160 countries through its network of more than 400 offices and 750 warehouses, the Group employs more than 155,000 people worldwide, including 4,000 in Marseilles where its head office is located. Position Summary The Trade Analyst's main function is to review and price export cargo opportunities and also to assist an assigned Sales region in meeting its export budget as determined by Trade Management. To do this, a deep familiarity with customer accounts and an understanding of international Trade markets is required. Daily, a Trade analyst will work with local and global Sale's agents, Line Managers in Marseilles, commercial support departments (contracts, amendments, tariff filing), as well as Customer Service groups and other Trade colleagues in order to complete these tasks. Secondary functions would include backing up a Trade Manager in their absence, maintaining service contracts, as well as creating and analyzing commercial reports. Also, part of the functions of the Trade Analyst is to construct new proposals, review lanes in existing contracts to maintain current business, as well as pricing within LARA SQ for non-contract customers and overseas FOB requests. The Trade Analyst must maintain a working knowledge of all service related changes as well as market conditions within their designated region, as both factors bear heavily on pricing decisions and strategies. The Analyst must sustain this knowledge by evaluating market reports and studying data obtained from Sales, as well as by communicating daily with Home Office and overseas agents. Functions & Duties * Price and analysis cargo opportunities in accordance with guidelines provided by the Trade Manager or Trade Director. * Coordinate, review, analysis and price CMA CGM external customer request for rates and service details. • File rates and rules, draft new service contracts and handle contract amendments as directed. * Analysis of monthly contribution report regarding sub-optimal containers. * Conduct market and commodity analysis utilizing Piers data and DIVA-DS reports. * Review of competitor's service and capacity changes as requested by Trade Management. * Maintain and develop close working relationship with sales and customer service. * Analysis and tracking of customer and service results versus Export Trade business plan. * Assist Trade Management with result analysis for commercial and financial forecast to come up with improved tactical plan based on gathering of market intel. * Analysis of vessel and customer booking trends. * Monitor the number of pricing request received versus business secured. * Management report and ad-hoc duties as assigned and requested. * Miscellaneous related duties or projects as assigned. Knowledge, Skills, Abilities * Excellent written and verbal skills * Good interpersonal skills• Demonstrated problem solving and analytical skills * Self-Motivated and positive in reaching solutions that benefit the customer and the company * Proven ability to work well within a team * Accepts responsibility and accountability - results driven * Ability to handle multiple tasks simultaneously * Advanced skills in Microsoft Excel - experience with Formatting, Pivot Tables, Lookups, Formulas, Filters and Sorting * Industry knowledge of trade, sales and/or finance, supply chain, shipping, logistics preferred Qualifications Education Required/Preferred Education Level Required High School Diploma or GED Preferred Bachelor's Degree Work Experience Experience Years of Experience General Experience 1-3 years Come along on CMA CGM's adventure! The Company is an equal opportunity employer. All qualified applicants will receive consideration for employment. Discrimination or harassment based upon any protected characteristics as defined by state or federal law is wholly inconsistent with our company values and will not be tolerated. Alternative application methods are available for individuals who are unable to use or access our online application system. For assistance, please contact us at orf.pse_********************** Nearest Major Market: Hampton Roads

Amentum is seeking a Budget Analyst for a contract pending award to provide Naval Support Activities in Norfolk, VA. The Budget Analyst shall be responsible for providing financial and budgetary support across all phases of the Planning, Programming, Budgeting, and Execution (PPBE) process. The SME II shall ensure budget development, execution, and reporting align with DoW policies, project requirements, and timelines. ****Contingent on Contract Award/Position funding**** **Responsibilities include:** + Provide support across all phases of the PPBE process, including FYDP and POM development, budget justification, and funds execution, in coordination with the comptroller's office and TYCOM staff. + Create and maintain POM serials utilizing the USFF TRAP PRISM portal. + Prepare financial reports, conduct variance analyses, and develop cost estimates to support budget decision-making for projects across multiple resource sponsors. + Ensure timely funding execution to meet project objectives and established timelines. + Respond to ad hoc requests for budget analysis, reporting, and support as required by the Government **Minimum Requirements and Skills:** + Minimum of 5 years of professional experience in budget analysis, financial management, or related work, preferably within a DoW or Navy environment. + Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field is highly desired. + At least 10 years of direct experience will be considered in lieu of Bachelor's degree. + Must have an Active Top Secret/SCI US Government Clearance. Note: US Citizenship is required to maintain a Top Secret/SCI Clearance. **Desired Experience/Qualifications:** + Experience supporting all phases of the PPBE process + Proficiency with USFF TRAP PRISM portal or equivalent budget management systems. + Strong written and verbal communication skills, including preparation of financial reports, briefings, and documentation for Government stakeholders. Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters (********************************* SkbztPuAwwxfs) .

Job Title: Budget Analyst III Department: Operations - Services Reports To: RavenTek Program Manager Schedule: Monday - Friday Hours: Full-time, 40-hours/week FLSA Status: Hourly, Nonexempt Clearance: Secret Position Summary The Budget Analyst III supports financial operations for a complex IT program by providing detailed budget tracking, forecasting, and analysis. This role ensures alignment with DoD regulations and organizational goals by managing financial data across multiple systems and program areas. The performance of the Budget Analyst III position is key to RavenTek's performance on the contract, and therefore RavenTek's mission to support the customer. Requirements Essential Duties and Responsibilities Analyze program requirements to determine financial resource needs. Track program spending and monitor resource utilization for multiple IT initiatives. Measure actual performance against budget and identify trends. Analyze impacts of missed or delayed deliverables on financial projections. Prepare forecasts, spending reports, and recommendations for budget allocations. Draft program documentation to support financial activities. Present findings to higher-level management and stakeholders. Review and monitor performance metrics and financial data. Adhere to DoD financial regulations and compliance requirements. Track expenses, inventories, and budget balances using financial systems. Utilize data analytics and modeling tools to assess and project program needs. Ensure budgetary compliance with federal and DoD regulations. Support procurement and contracting financial coordination. Enter actual time worked, once complete, at the end of the day, or no later than 10:00 a.m. the following workday, and submit timesheets at the end of each pay period. Provide Monthly Status Report (MSR) to the RavenTek Program Manager by the deadline provided.? Monitor RavenTek email on a regular basis, at least 3 times per week, and respond accordingly. Complete required compliance training as assigned. Ability to travel on an as needed basis up to 10%. Other duties as assigned. Knowledge and Critical Skills Strong financial analysis and modeling capabilities. Must have understanding of federal budgeting processes and government financial systems. Must have understanding of DoD financial regulations and compliance requirements. Knowledge of procurement and government contracting principles. Ability to manage finances across diverse systems and contracts. Experience with performance metrics, forecasting, and trend analysis. High attention to detail and ability to manage complex datasets. Strong communication and presentation skills for financial data. Proficiency in Excel and other financial reporting and ERP systems. Education & Work Experience Bachelor's degree in Business Administration, Finance, Accounting, or related field. Minimum 5 years' experience in budget analysis or financial management. Experience supporting government or DoD programs preferred. Certifications, Licenses CompTIA Security+ CE. Certified Defense Financial Manager (CDFM) desired. Certified Public Accountant (CPA) desired. Special Requirements Must be able to obtain and maintain Secret level security clearance. Work Environment Employee will be working indoors in an office environment with other people. Potential moderate temperature fluctuations. Typical indoor and computer related noise level, and typical office, paper, and equipment related dust. Exposure to video display terminals occurs on a regular basis. Physical Demands To successfully perform the essential functions of the job, the employee needs to be able to sit at a workstation for extended periods; use hand(s) to handle or feel objects, tools, or controls; reach with hands and arms; talk and hear; see to read printed materials and computer screens; mobility to work in a typical office setting. Ability to work on desktop or laptop computer for extended periods of time reading, reviewing/analyzing information, and may be required to provide recommendations, summaries and/or reports in written format. Must be able to effectively communicate with others verbally and in writing. Employee must be able to lift and/or move moderate amounts of weight, typically up to 20 pounds. Regular and predictable attendance is essential. ADA: RavenTek will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. EEO/AA: RavenTek does not discriminate based on race, color, national origin, sex, religion, age, disability, sexual orientation, gender identity, veteran status, height, weight, or marital status in employment or the provision of services and is an equal access/equal opportunity/affirmative action employer. This job description is not intended to be an all-inclusive list of duties and standards of the position and will be reviewed periodically as duties and responsibilities change with business necessity. Essential job functions are subject to modification. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Operations Analyst will be responsible for completing financial activities for the purpose of accurate and timely reporting both internally and externally. Assists in the development of technical solutions to complex business issues by creating spreadsheets to be utilized by lower-level positions. Maintains performance management reporting. Supports accurate balance sheet/P&L reporting. How you will make an impact: * Performs tactical data analysis and may assist Analysts with moderately complex data analysis. * Communicates exception items with all relevant areas to ensure accuracy of data on an ongoing basis. * Provides tactical recommendations based on analysis of the data, business situation, and moderate knowledge of systems. * Receives and responds to escalated customer inquiries. * May contact management in operations, sales compensation, and sales * Works with processors regarding enrollment/billing issues. * Acts as liaison with bank regarding premium collection status. * Coordinates activities and provides training for lower-level associates. * Assists with system testing of IT related projects and the implementation of application software releases within the Finance organization. Minimum Requirements: Requires an AA/AS in accounting or finance and experience with relational databases and mainframe and client server report writers; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities, and Experiences: * BA/BS degree preferred. * Experience in a finance/health insurance field capacity preferred. * Strong MS Suite experience preferred. Job Level: Non-Management Non-Exempt Workshift: Job Family: AFA > Financial Operations Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

SSI is seeking a Financial Controller for the Corporate Office located in Camarillo, CA. You will provide financial management for the company's portfolio of Navy contracts that conform to DCAA Cost Accounting Standards. SSI provides world class service to our Navy customers, and we take pride in everything we do, because what we do matters! The successful candidate for this role will serve as a business and financial advisor to the CEO. You will be responsible for consolidation and review of financials for the organization, providing relevant insight to the business unit and financial management. In addition, you will help coordinate the financial deliverables for multi-year contracts. This role requires strong analytical skills with the ability to work both independently and as a team member to produce timely, quality products. Responsibilities include the preparation of monthly, quarterly, and annual reports and presentations, review of financial forecasts and progress towards meeting the forecasts, internal business reporting, and ad-hoc analysis for other functions and various projects. This person will also be required to communicate and present financial data to management in an accurate, concise, and understandable manner, perform variance analysis, monitor opportunities and risks, and support new business proposals. A hybrid work environment may also be considered. Required Education, Experience, & Skills Proficiency in Microsoft Office tools Strong working knowledge of Financial Tools (Unanet/Deltek) Ability to multitask in a fast-paced, time-sensitive environment Strong organizational skills to manage multiple priorities Strong interpersonal skills to interact with diverse work teams Ensure compliance with government and SSI policies Ability to analyze data and provide information for sound decision making Prior Program Finance experience Excellent communication skills Preferred Education, Experience, & Skills Demonstrated ability to develop and maintain professional and effective relationships with internal customers at all levels of the organization Experience with process improvement and change management Ability to make clear presentations to all levels of management Experience working with Cost Type contracts Please apply at: ************************* Send resume to ****************

Tax & Financial Analyst - Palms Associates (Virginia Beach, VA) In-Office | Full-Time | Excellent Work/Life Balance Palms Associates, LLC-a long-standing developer, owner, and manager of high-quality commercial and multifamily properties throughout the Southeast-is seeking a Tax and Financial Analyst to join our collaborative accounting team in Virginia Beach, VA . If you are a CPA or CPA candidate with experience in public accounting and real estate management or development , this role offers a unique opportunity to blend tax expertise, financial analysis, and strategic impact- all within a company that truly values balance and flexibility. Position Summary The Tax and Financial Analyst is responsible for managing the company's tax compliance, financial reporting, and analytical functions. This position combines technical tax expertise with strong financial reporting and analytical skills to ensure compliance, improve operational efficiency, and support data-driven decision-making. The ideal candidate is detail-oriented, proactive, and experienced in real estate or property management accounting. Key Responsibilities Tax Management Prepare and file federal, state, and local tax returns, including income, sales, and property taxes. Maintain accurate tax records and documentation to support audits and compliance reviews. Monitor changes in tax legislation and assess their impact on company operations and entities. Coordinate with external tax advisors and auditors to ensure timely and accurate filings. Analyze tax implications of business transactions, property acquisitions/dispositions, and entity structures. Assist in developing tax strategies to minimize risk and optimize financial performance. Financial Analysis & Reporting Oversee general ledger activities, including journal entries, reconciliations, and month-end close processes. Prepare and analyze financial statements in accordance with GAAP. Reconcile bank accounts, credit card statements, and escrow accounts. Maintain fixed asset schedules and depreciation records. Assist in budgeting, forecasting, and variance analysis. Analyze monthly, quarterly, and annual financial results and provide insights on trends and performance. Collaborate with property and regional managers to ensure accurate and timely financial reporting for each property. Support financial modeling and investment analysis for acquisitions, refinancing, and capital projects. Prepare executive-level financial summaries and reports to support strategic decision-making. Compliance & Controls Ensure adherence to GAAP, company policies, and internal control procedures. Support financial and tax audits and assist in implementing recommendations for process improvements. Assist in maintaining and documenting accounting policies and internal control procedures. Support system upgrades or implementations related to accounting, reporting, and tax compliance. Qualifications Bachelor's degree in accounting, finance, or related field. CPA or CPA candidate preferred. Tax experience in public accounting. 4+ years of experience in accounting, tax, or financial analysis-preferably in real estate or property management. Strong understanding of GAAP, federal and state tax laws, and real estate accounting practices. Proficiency in accounting software (Yardiexperience a plus) and advanced Excel modeling skills. Excellent analytical, organizational, and communication skills. Ability to work independently, manage multiple priorities, and meet deadlines. At Palms, we have excellent benefits! Outstanding total compensation package includes: Career development Health/Vision/Dental/Life/Disability Insurance, Flex Spending, HSA Excellent PTO Wellness day off and additional floating holiday Community service day off Housing discount $1,000/$1,500 contribution to Health Savings Account (HSA) 401k 4% match; historically 6% profit sharing, all immediately vested to you! Job Type: Full-time Note: Palms is an Equal Opportunity Employer. Palms hires qualified job applicants following prior employment verification, reference-checking, and criminal and drug screenings.

Apogee Solutions is seeking a Financial Analyst to support the United States Navy's COMNAVSURFLANT in Norfolk, VA. Qualified candidates must have a Secret clearance. The Financial Analyst will be responsible for providing support towards the Shipboard Multipurpose Copier Program (SMCP). SURFLANT is responsible for manning, training and equipping surface forces and shore activities to ensure a capable force for conducting prompt and sustained operations in support of national interests. The Financial Analyst will: * Support project objectives in support SMCP program, to include the tracking of onboard equipment requirements, training requirements, and pre-deployment supply requirements. * Facilitate decisions necessary for program delivery and communicate funding requirements. * Execute established vendor processes to ensure timely and accurate delivery of parts and support equipment. * Develop financial requirements supported with budget analysis and report findings to command leadership. * Use automated financial tools to analyze and track funding documents. * Draft, review, and submit financial documents issued by Budget Activity/Functional Program and ensuring they are consistent with the budget formulation and execution processes. * Identify deviations and ensure variances are resolved through coordination with the Comptroller and N43 while providing quarterly updates to the Government lead. * The contractor shall monitor funds, create a fiscal tracking process spreadsheet to appropriately track funding. * Analyze and identify underperforming programs and make recommendations for efficient use of funds. Required Experience: * Active DOD Secret Clearance * Bachelor's degree in Accounting, Finance, or Business Management AND 5 years of experience in budgeting, finance, or accounting OR 10 years of experience in budgeting, finance, or accounting * Working knowledge of budget functions involving the formulation, justification, and/or execution of budgets for organizations, programs, or projects * Prior experience in Navy logistics, accounting or ship maintenance is desirable * This work requires Journeyman knowledge and skill in the application of Command Financial Systems, Microsoft applications (Word, Excel, PowerPoint) and excellent communication skills

At PBMares, your future is our focus. We're seeking a Financial Analyst who is passionate about accuracy, integrity, and driving strategic initiatives. This role is critical in ensuring our financial statements reflect the highest standards of compliance with GAAP while supporting the growth and success of our firm. PBMares Core Values: Integrity Trust Respect Accountability Caring What that means for you: Full benefits: medical, dental, 401K match & HSA. Paid Time Off 11 paid holidays per year Flexible work schedule to include hybrid work environment. Summer Hours! Half days on Friday (based on a minimum 40-hour work week) Company investment of a minimum of 40 hours learning and development annually What You'll Do Lead and Support: Guide Accounting Specialists through daily and periodic activities, ensuring accuracy and efficiency. Financial Operations: Review lockbox, credit card, and wire remittance deposits; reconcile batches; and process Wire/ACH transactions. Client Engagement: Review client correspondence and make adjustments or notifications as needed. Billing & Receivables: Oversee staff billable hours, expenses, and billing practices; manage work in progress (WIP) and accounts receivable. Month-End Close: Assist with accruals, expense analysis, and reconciliations across bank accounts, AR, AP, WIP, and Fixed Assets. Analysis & Reporting: Research discrepancies, prepare journal entries, and deliver insights to senior leaders. Strategic Initiatives: Partner with Senior Financial Analysts and management to support and sometimes lead firm-wide projects. Process Excellence: Document SOPs, update workflows, and identify opportunities for improvement. Payroll Oversight: Review bi-weekly multi-state payroll, including off-cycle and supplemental payments.