Finance Analyst Jobs in West Falls Church, VA

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Budget Analyst $60,349.00 - $115,094.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Budget Analyst. The incumbent will have responsibility for formulating, justifying, monitoring, and developing process improvement strategies for budgets within their assigned agency's department. Duties include, but are not limited to: Validating the accuracy of budget requests; providing recommendations and accurate budget projections. Coordinating with program managers and other financial personnel to provide sustainable justification for requests. Ensuring that the budgets of assigned program operations are expended in a manner that achieves program goals, meets established criteria, and regulatory compliance. Providing continuous oversight of the program's expenditure of approved funds; developing guidance and tools to make proper budgetary formulations, execution determinations, and planning decisions. Assessing the impact of revised budget execution policy and timetables. Performs other related duties as assigned. Minimum Qualifications: Two (2) years of progressive experience performing duties related to the work of the position to be filled such as formulating, justifying, monitoring, coordinating and approving budget requests; and preparing reports, analysis, and justifications related to funding matters. For initial review, please submit your resume to Office of the Chief Financial Officer, Office of Human Resources, 1101 4th Street, SW, Suite W220, Washington, DC 20024. To complete an application or for additional details related to this vacancy, please visit governmentjobs.com/careers/dc. The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance. The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER

About Coalfire Coalfire Federal is a market leading cybersecurity consultancy firm that provides independent and tailored advice, assessments, technical testing and a full suite of cyber engineering services to Federal agency customers. Coalfire Federal along with its parent company, Coalfire, has an unparalleled client list with deep customer relationships with leading cloud and technology providers including Amazon, Microsoft, IBM, Google and Oracle and Federal agencies. Coalfire has been a cybersecurity thought leader for over 20 years and has offices throughout the United States and Europe and is committed to making the world a safer place by solving our clients' toughest security challenges. But that's not who we are - that's just what we do. We are thought leaders, consultants, and cybersecurity experts, but above all else, we are a team of passionate problem-solvers who are hungry to learn, grow, and make a difference. We're currently seeking a SOC Analyst with an Active Secret Clearance to support our on-site team in the Crystal City / Arlington, VA area. Location & Summary This is an opportunity join our Coalfire Federal team, supporting a government client on site on a full time basis. The SOC Analyst will be responsible for assisting with the vulnerability management program and maintaining the vulnerability scanning tool, conducting incident response to include contributing to process improvement, and assist with monitoring existing alerts and security dashboards What you'll do Monitor security operations in a mixed Windows and Linux environment across multiple enclaves Conduct infrequent digital forensics and contribute to process development Operate endpoint detection and response tools including managing exceptions and alerts Incorporate threat intelligence into incident response through tools Assist with audits/assessments including audit plan preparation, review of documentation and evidence, evaluation of procedures, and client interviews. Manage priorities, tasks and hours on projects in conjunction with the project manager to achieve delivery utilization targets. Ensures quality products and services are delivered on time. Escalates client and project issues to management in a timely manner to inform and engage the necessary resources to address the issue Develop strong working relationships across the IT program to facilitate smooth operations and incident response activities What you'll bring The ability to support and be flexible with a small team, and work independently as needed The capability and interest in learning and growing into the role Expertise in security operations and vulnerability management Maintains strong depth of knowledge in one or more cybersecurity frameworks. Familiarity with Department of Defense STIGs and standard operating procedures associated with operating an air-gapped network Understanding of Windows infrastructure and communication components Basic understanding of Windows/Linux administration Familiarity with web applications and awareness of web application vulnerability assessments Education Completed Bachelor's degree from an accredited university, preferably in an IT related field. Clearance / Suitability *At minimum an Active Secret Clearance and on-site presence is required for this role. Certifications At least one industry recognized cybersecurity /information security certification, such as Security+, CEH, or GCIH Years of Experience At least Three (3) Five (5) years' work experience providing support to implementing an organization's information security program and related SOC experience Bonus Points Cyber Engineering background Splunk experience and / or certification ACAS, Nessus, or Tenable training Familiarity with an Endpoint Detection and Response tool such as HBSS, Carbon Black, or Cylance Optics Familiarity with a Network Based Intrusion Detection system Familiarity with the Purple Team Lifecycle and continuous process improvement Why you'll want to join us Our people make Coalfire Federal great. We work together on interesting things and achieve exceptional results. We act as trusted advisors to our customers and are committed to client-focused innovation as well as innovation in the industries that we serve. Coalfire offers our people the chance to grow professionally with colleagues they like and respect while tackling challenges that stretch their minds and expand their skill sets. Regardless of location, you'll experience a company that prioritizes connection and wellbeing and be part of a team where people care about each other and our communities. You'll have opportunities to join employee resource groups, participate in in-person and virtual events, and more. You'll enjoy competitive perks and benefits to support you and your family, like paid parental leave, flexible time off, certification and training reimbursement, digital mental health and wellbeing support memberships, and comprehensive insurance options. Coalfire is an EEO employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

ATC is looking for Technology professionals with 6-13 years experience building test cases that support the calibration of communication systems., These motivated, team players to provide support in verification of complex RF systems from a wide variety of antenna systems located throughout the world. Responsibilities:Build and test complex test cases that support calibration services Characterize system performance by documenting problems in a Configuration Management database Monitor the status of critical global systems and report system status to senior contracting and government leadership Support the development of system integration plans, procedures and scenarios used for new software/hardware integration testing Analyze RF waveforms in the frequency and time domain Support asset schedule and de-conflict complex tasks across multiple systems world-wide Provide system performance validation and 2nd tier quality assurance on multiple systems world-wide Train less experienced personnel on multiple communications systems Requirements:Skills required are in line with military equivalent training in ratings such as Air Force IN2A (IN5 equivalent), Navy CTT and Army 35N (98 series equivalents) Bachelor of Science in a Technology, Engineering or Mathematics (STEM) discipline; 4 years of work-related experience in a technical field may be considered in lieu of degree. Able to work in a team environment where collaboration and attention to detail is critical to mission success Must possess organized, logical thought process skills, exhibit a strong work ethic, and the ability to acquire and retain the requisite training for operational support Excellent communication, interpersonal skills, and the ability to interface with all levels of employees and government leadership Proficiency with Microsoft Office suite and technical writing skills. Must be able to work 2nd shift and occasional week-ends Candidate must be a U.S. citizen with ability to get Secret Security Clearance or higher. Preferred Qualifications:Current CI Poly Academic or work-related experience with the following: RF verification in frequency domain, time domain and demodulation techniques; applying engineering disciplines to real world activities and systems; and full life-cycle hardware/software development projects Candidates with less than 5 years of experience will be considered mid-level. Candidates with 6 - 13 years of experience may be considered for senior-level position.

We are seeking a highly skilled Project Finance Analyst with a strong background in financial modeling to join our growing team. As a key member of our finance department, you will be responsible for building and maintaining complex financial models that assess the feasibility, financing options, and risks associated with renewable energy projects. This role will require a deep understanding of both financial modeling and the renewable energy industry, along with the ability to communicate complex financial concepts to internal and external stakeholders. Key Responsibilities: Financial Modeling: Design, build, and maintain advanced financial models for renewable energy projects, including cash flow projections, valuation, capital structure optimization, and sensitivity analysis. Project Evaluation & Due Diligence: Conduct detailed financial analyses to assess the economic viability of renewable energy projects, including return on investment (ROI), net present value (NPV), internal rate of return (IRR), and other key financial metrics. Financing Strategy: Work closely with project development and senior management teams to structure project financing solutions, including equity, debt, tax equity, and government incentives, tailored to each renewable energy project's specific needs. Budgeting & Forecasting: Develop and manage project budgets and financial forecasts throughout the project lifecycle, ensuring that projects stay within budget and on track to meet financial goals. Stakeholder Communication: Prepare comprehensive financial reports and presentations for internal teams, investors, lenders, and other stakeholders to support decision-making and facilitate project financing. Risk Management: Identify potential financial risks in renewable energy projects and work with internal teams to develop risk mitigation strategies, ensuring financial stability and project success. Market Analysis & Regulatory Compliance: Monitor industry trends, renewable energy policies, and regulatory developments to incorporate into financial models and business strategies. Collaboration: Work with legal, tax, and technical teams to ensure financial models accurately reflect project requirements, regulatory compliance, and potential tax incentives (e.g., ITC, PTC). Project Monitoring & Reporting: Track project performance and financial outcomes, providing recommendations to optimize returns and reduce costs across the project portfolio. Qualifications: Education: Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or CFA/FRM certification is a plus. Experience: Minimum of 3-5 years of experience in project finance, financial modeling, or a related field, with a focus on renewable energy projects preferred. Technical Skills: Advanced proficiency in Microsoft Excel (including complex financial models, macros, and pivot tables). In-depth knowledge of renewable energy financing structures, including tax equity, power purchase agreements (PPAs), and government incentives. Strong understanding of financial analysis methods (NPV, IRR, sensitivity analysis, etc.). Industry Knowledge: Familiarity with renewable energy sectors such as solar, storage, storage, wind or other clean technologies, as well as understanding of energy markets and regulatory frameworks in the U.S. Soft Skills: Strong analytical skills with the ability to interpret complex financial data. Excellent communication and presentation skills, with the ability to explain financial concepts to non-financial stakeholders. Ability to work collaboratively in a fast-paced, team-oriented environment. Strong attention to detail and ability to manage multiple projects under tight deadlines.

Our clients drive operational excellence with a data-centric approach that fuels strategic decisions across our portfolio. In this role, you will lead financial and operational analysis to provide actionable insights for our hospitality operations, ensuring that our strategic initiatives are aligned with both market dynamics and internal performance metrics. This role demands a savvy strategist who can deliver clear, actionable recommendations that keep us ahead of the curve and drive measurable business impact. Key Responsibilities Performance Reviews & KPI Analysis: Lead monthly and quarterly business reviews, scrutinizing key performance indicators-including diversity spending, revenue, customer acquisition, and corporate savings-to deliver deep-dive analyses that inform strategic decision-making. Data Auditing & Supplier Compliance: Own and optimize the process of auditing and mapping supplier-level compliance data. Enhance purchasing strategies across our managed estate, ensuring over 250 hotels benefit from streamlined supplier recommendations and improved compliance tracking. Pricing & Market Research: Organize and lead monthly work streams that monitor price deviations among 200+ manufacturers and distributors. Deliver ad hoc and quarterly market research on key commodities using industry sources (Mintec, Urner Berry, WSJ), to empower contract negotiations and strategic sourcing decisions. Regulatory & Economic Analysis: Prepare and present monthly reviews of key federal banking regulations and economic indexes (CPI, PPI, Consumer Sentiment), offering timely insights to senior leadership that shape our broader strategic outlook. Stakeholder Engagement & Reporting: Collaborate cross-functionally with internal teams and contract owners to identify data gaps, streamline communication, and provide clear, actionable reporting directly to client's senior leadership. Consistently enhance processes-such as supplier reporting onboarding-to drive efficiency and add value to our data-driven strategies. Forecasting & Financial Modeling: Develop and refine financial models to forecast growth and evaluate the impact of strategic initiatives. Your work will underpin target-setting exercises, ensuring our growth objectives are ambitious yet achievable on an international scale. Qualifications & Requirements Educational Background: Bachelor's degree in Finance, Economics, Data Analytics, or a related field. Advanced degrees (MBA or Master's) are a plus. Experience: Proven experience in a financial or data analytics role, with a track record of influencing strategy through deep analysis and process optimization. Prior experience within the hospitality or corporate services sectors is highly advantageous. Technical Proficiency: Advanced skills in data analysis and financial modeling tools (e.g., Excel, SQL, PowerPoint) and familiarity with internal data collection portals or enterprise financial systems. Analytical & Strategic Thinking: A demonstrated ability to dissect complex data sets and translate findings into actionable business recommendations. Must be comfortable with a hands-on, detail-oriented approach while keeping an eye on the big picture. Communication & Collaboration: Excellent interpersonal and presentation skills, with the ability to convey complex financial insights to both technical and non-technical stakeholders in a clear, compelling manner.

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial objectives, risk tolerance, and resources. · Develop financial plans and portfolios that meet clients' needs and goals. · Provide sound investment advice and guide clients in making informed decisions. · Offer strategies for tax planning, retirement planning, and estate planning. · Continuously monitor clients' portfolios and make necessary updates. · Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. · Build and maintain relationships with clients and ensure they receive top-notch service. · Develop and implement strategies to increase client base. Requirements · Bachelor's degree in Finance or related field · 5+ years' of industry experience · Active Life Insurance license · Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. · Exceptional client-service skills. · Ability to work independently and collaboratively with a team. Benefits · Competitive compensation package · Comprehensive training and development programs · Health and life insurance options · Retirement savings plans · Professional work environment If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

Infosys is seeking a Banking & Financial Business Analyst. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create detailed design, architecture and process artifacts and implement the deployment plan. You will also support knowledge transfer with the objective of providing value-adding consulting solutions that enable our clients to meet the changing needs of the global landscape. Location for this position is Washington, DC. Candidate must be located within commuting distance or be willing to relocate to the area. This position may require travel to project locations. Required Qualifications: Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 4 years of experience with Information Technology. Experience as a Business Analyst for a large financial institution. Experience in Scaled Agile Framework. Preferred Qualifications: Atleast 5 years of experience in defining and implementing technology solutions for a major financial institution. Experience with relational databases / RDMS. Experience with writing simple SQL statements. Experience in gathering business requirements and developing functional specifications with special emphasis on use cases, defining test cases, and providing user training and support. Experience developing requirements documentation, project artifacts, process documents and creating user stories. Prior experience in the banking and financial services industry. Strong communication skills, both written and verbal. Highly motivated self-driven with a positive attitude. Excellent customer facing skills. Strong attention to detail and outstanding analytical and critical thinking skills.

FJ Capital Management, a McLean, VA based alternative investment manager, is seeking a qualified Financial Services Analyst to further augment a seasoned investment team focused on the financial services industry. Applicants should possess an undergraduate degree in finance or related field, with investment management experience in one or more financial services subsectors including but not limited to insurance, REITs/real estate, capital markets, homebuilders, asset managers, business development companies and financial technology. Strong analytical skills, attention to detail, high energy level/work ethic, demonstrated communication kills, and superior teamwork required. Opportunity to learn portfolio construction skills. Role Description Full-time position in Mclean, VA, HQ. Competitive benefits package, including health, dental, and retirement savings plans. The Financial Services Analyst's responsibilities include, but are not limited to the following: Develop and maintain financial models for financial services firms. Assist in portfolio risk analysis, stress testing, and performance attribution Help PMs prepare, analyze, and present recommendations of investment ideas for inclusion into portfolio Help PMs present trading strategies to build and manage positions, including risk management Assist, where necessary, with transaction due diligence on target's management team, business model, financial outlook, and strategic plan Maintain database of economic indicators, prepare materials for weekly investment meetings, and conduct periodic return/portfolio valuation analysis Prepare industry and market research for investment professionals and write periodic investor communications Could evolve into covering subset of portfolio names and presenting those ideas to PMs for entry into portfolio, for which analyst would have P&L attribution and contribution. Qualifications Undergraduate degree in finance or related field (MBA or CFA preferred) 2-5 years in financial services, investment banking, asset management, sell-side or a hedge fund Strong financial and analytical skills with superior attention to detail Proficiency in Excel, Bloomberg, FactSet and other analytical tools Excellent project management skills Strong written and verbal communication skills and ability to work collaboratively in a team environment. APPLICANTS SHOULD SUBMIT RESUMES AND COVER LETTERS TO ****************

Our growing business is looking for a master multitasker to join our team as a Senior Financial Analyst. We are looking for an enthusiastic, detail oriented, individual with strong communication skills. The successful candidate will work closely with the SVP of Finance and Accounting on matters relating to Operations, Finance, and Accounting. Responsibilities Include: • Track performance vs plan and manage the KPI dashboard • Manage FP&A process and reporting for the Company using Power BI or similar tools • Assist SVP in developing and maintaining the annual budget and 5-year operating model • Manage consumer pricing model • Prepare borrowing base calculation and other lender reporting • Assist SVP in reporting to lenders and the Board of Directors • Vendor management and accounts payable • Prepare accounts receivable aging and reconcile receipts monthly • Review customer applications for credit as needed • Prepare presentations for the Board, management, contractors, and other parties as needed • Assist with other day to day responsibilities as directed by the SVP of Accounting and Finance Qualifications: • Bachelors or Masters degree (in a business-related field preferred), • Minimum 2 years of relevant experience • Prior experience in Big 4 accounting, FP&A, investment banking or consulting • Excellent verbal and written communication skills, interpersonal skills and a positive attitude • Detail oriented with strong organizational skills required • Ability to be flexible in a rapidly changing work environment

As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives. Responsibilities: Our Financial Advisor in McLean, VA, will be a team player and methodical business leader, working closely as a trusted advisor serving the sophisticated needs of high net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients and facilitate them through our financial planning process. In addition, as a member of our planning team, you will contribute to our business development and marketing efforts. More specifically, you will: Facilitate Business Development Leverage local centers of influence to extend our referral network while continuously looking for opportunities to establish relationships with potential prospects, clients and strategic partners Participate in the design and execution of key marketing initiatives, facilitating client involvement Represent the organization externally by attending and/or presenting at client and alliance events Provide a Superior Client Experience Manage the relationship and client experience from the beginning of engagement throughout the initial planning process Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of our entrepreneurial clients Maintain a pulse on every client, staying a step of ahead of their needs and exceeding their expectations Own the organization's value proposition and its matriculation through the client experience Lead the Best Advisory Process Serve as an integral member of the organization's financial planning team; staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances and team members Provide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients Coordinate client service needs with internal and external team members Memorialize client meetings and providing support to the overall client experience Gain an understanding of the investment strategy of the organization Direct and monitor workflows required to provide an exceptional client experience Stay current on products, services and regulations that could impact our clients Qualifications: Bachelor's degree, preferably with a concentration in Business, Economics or Financial Planning 8+ years of experience with advanced planning CFP designation is required Strong entrepreneurial spirit with a high level of persistence Foundational knowledge of key financial, investment and risk management concepts A passion to help clients achieve their goals Demonstrated analytical and problem-solving skills Strong attention to detail, and exceptional follow through Outstanding communication and relationship building skills Excellent project management skills with ability to prioritize and track multiple tasks Empathy and great active listening skills The ability to think clearly, communicate succinctly, and write well Fundamental knowledge and hands on experience working with eMoney Benefits: Competitive compensation Health benefits A bonus program A 401 (k) retirement plan A fun and friendly team of colleagues

Viscadia is a consulting firm whose mission is to empower life sciences companies with clarity and confidence through forecasting. Our team of experts has many years of experience in the life sciences industry and the consulting space. We are looking for a Finance Manager, to join our team of 80+ professionals located in Arlington, VA, Cambridge, MA, Lucerne, Switzerland and Delhi, India. Why should you consider Viscadia as the next step in your career journey? Since our founding in 2010, we've grown from a startup to a vibrant and collaborative community of more than 80 professionals, and we are looking for leaders like you to help fuel our next stage of growth. Benefits of Working at Viscadia Fast-paced, growth-oriented company with a clear focus on a singular mission and a commitment to our employees and our communities. Your voice matters here. You will have the opportunity to influence decisions and contribute directly to our strategic goals and growth. We are deeply invested in our communities. From thought leadership in the life sciences industry to impactful community service projects, we are expanding our footprint and making a difference. Small company culture with the benefits of a large company, including: Medical, dental and vision coverage Health Savings Account (HSA) 401(k) plan, with company match Generous paid vacation and company holidays Paid time off for community service Responsibilities As Finance Manager, you will be responsible for the day-to-day financial management of the firm, developing and communicating a clear picture of the organization's financial status, and preparing consolidated financial statements. This full-time position reports to the Director of Finance and requires working in the Arlington, VA office up to 4 days per week, with 1 day per week virtually. Evaluate the financial impact of strategic initiatives and projects Prepare and interpret financial models, metrics, and key performance indicators (KPIs) Deliver actionable insights and recommendations to senior leadership through comprehensive variance analyses and trend reporting Partner with stakeholders to develop realistic forecasts and budgets aligned with organizational goals Track and report variances against approved budgets, identifying root causes and recommending corrective actions Contribute to strategic planning efforts by providing forward-looking financial projections Oversee and coordinate the closing process to ensure accurate and timely reporting of financial results Review journal entries, reconciliations, and supporting documentation for accuracy and compliance Manage end-to-end AP/AR processes, including invoicing, billing, and collections to ensure timely revenue capture and cost management Monitor aging reports and credit terms to mitigate risk and optimize cash flow Establish and maintain relationships with key vendors and clients, ensuring efficient dispute resolution and compliance with payment terms Monitor daily cash balances, forecast liquidity needs, and propose strategies to optimize cash usage Coordinate usage of credit lines and other financing instruments to support operational and strategic objectives Ensure compliance with covenants and manage banking relationships effectively Consolidate and review financial data to produce accurate, timely monthly reports Present insights on key trends, risks, and opportunities to the leadership team Standardize reporting processes to improve efficiency and consistency across the organization Qualifications Bachelor's degree in Finance, Accounting, or a relevant discipline required 5+ years of relevant experience Strong attention to detail, analytical skills, and ability to communicate financial insights Expert-level financial modeling skills Ability to interpret financial data, identify trends and make strategic recommendations Advanced knowledge of Microsoft Excel and other key financial analysis tools and expense management systems Strong written and verbal communication for reporting to stakeholders and presenting insights High integrity and commitment to ethical practices in financial management Flexibility to navigate changes in market conditions or organizational strategy Ability to multitask and work independently in a fast-paced environment

Concord Wealth Partners (CWP) is a rapidly expanding Independent RIA that provides with Advisors aiming to scale their practices through innovative solutions. We support entrepreneurial Advisors in expanding service offerings, enhancing client experiences, and accelerating business growth. With over 20 years of industry expertise, we've invested in infrastructure, technology, and human capital necessary to be "Our Advisors' Most Trusted Resource." Role Summary We are seeking a highly motivated, committed individual with strong initiative to join our team as a Financial Advisor. This individual will manage their own clients, add new clients to the firm, and lead financial planning efforts with the support of a dedicated team to help clients achieve their financial life goals. The ideal candidate will have a keen attention to detail, excel in fostering professional relationships, and ideally possess expertise in investments, security planning, estate planning, tax planning, and insurance products. Key Responsibilities Manage and grow an existing book of business by acquiring new clients. Work directly with clients and prospective clients to understand their financial life goals, manage relationships, and foster new ones. Design and customize financial plans based on clients' evolving needs and potential life changes. Monitor the progress of clients' plans, conducting follow-up meetings to ensure the successful implementation of their financial strategies. Utilize CWP's integrated technology platform, in-house investment management and back-office support to streamline operations and focus on growth. Collaborate with marketing team to drive client engagement and organic growth. Qualifications 5 to 10 years of experience in financial advisory or wealth management. Established, small client base with a drive to expand. Ability to prospect, and convert leads into new clients. Strong financial planning/wealth management acumen, judgment, and experience. Excellent communication skills, both oral and written, with strong presentation abilities. Comfortable interacting with clients in both physical and virtual formats. Collaborative, professional approach with a team-oriented mindset and high ethical standards. Bachelor's degree from an accredited university required. Experience with eMoney financial planning software is preferred. Financial planning experience is preferred but not required; training will be provided to align with our planning-centric approach. Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook. Why Partner with Concord? Growth & Scale: Access to CWP's strategic growth resources, including M&A support, practice acquisition, and recruiting expertise. Lead Generation: Receive leads from referral partners, lead generation campaigns, and other client acquisitions efforts. Integrated Support: Full operational, compliance, and marketing support to enable Advisors to focus on client relationships and business development. Investment Solutions: In-house asset management, innovative technology, and marketing tools that enhance client experience and simplify daily operations. Seamless Transition: White-glove services ensure a smooth transition for advisors and clients Performance-Based Incentives: Competitive compensation with rewards aligned to growth and strategic achievements.

As a Sales Finance Analyst, you will be responsible for collecting and analyzing sales data associated with the public sector, large commercial, small commercial, and residential customers, providing insights for business growth, customer segmentation, and sales strategies. Highlighted Responsibilities: Process monthly account manager commissions and broker commissions. Analyze sales and customer data to provide insights for business growth by partnering with IT and operations (pricing). Track Sales Key Performance Indicators (KPIs), including but not limited to sales activities, efficacies, and quota attainment. Create dashboards in Salesforce.com, Tableau, Excel, and other platforms to visualize data and present business stories. Assist in the development of sales goals (quotas) and sales strategies to achieve the goals. Provide timely status reports on all projects and assignments. Coordinate with Marketing and other teams to test all web pages for new campaigns and products. Performs other duties as needed and/or assigned A well- qualified candidate will possess the following: A bachelor's degree in data analytics, business, system processing, or related quantitative discipline is preferred. Minimum 2 years of data analysis experience, preferably in a sales, marketing, and/or entrepreneurial environment. Advanced to expert-level proficiency in Microsoft Excel. Proficiency in Microsoft Office Suite, including Word, Outlook, and PowerPoint. Extensive experience with manipulating computer databases, extracting data, and producing reports. SQL experience is preferred, as well as solid skills in data management and analysis. Ability to work independently and successfully execute complex process-oriented tasks while making appropriate business decisions. Demonstrated ability to perform with a high degree of flexibility and resourcefulness and the ability to work independently. Strong follow-through and sense of ownership, along with an aptitude for building successful relationships with employees of all levels. Ability to be self-motivated and maintain a positive attitude while performing in a fast-paced, deadline-oriented environment. Must be able to successfully multi-task, as required, to meet deadlines. JustinBradley is an EO employer - Veterans/Disabled and other protected categories

We are seeking a seasoned Senior Financial Analyst to provide valuable financial insights to aid in our company's decision-making process. The Senior Financial Analyst's responsibilities include analyzing financial data, forecasting future trends, preparing budgets, and generating financial reports. Our ideal candidate possesses exceptional analytical skills, robust understanding of financial trends, and a strong strategic mindset. Ultimately, the role of the Senior Financial Analyst is to provide accurate, data-based information to company leadership for use in strategic decision-making and financial planning. Within the finance group at Blue Bridge, you will be exposed to: Asset Backed Securities Market Regulation D Offerings and Private Placement Multiple Capital Sources (credit facilities, corporate notes, term securitizations) Interest Rate Hedging Whole Loan Sales DUTIES AND RESPONSIBILITIES: Analyze financial data and create financial models for decision support Report on financial performance and prepare for regular leadership reviews Forecast revenue and costs and provide analysis to management Conduct market research and competitive analysis Work closely with the accounting team to ensure accurate financial reporting Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements Evaluate financial performance by comparing and analyzing actual results with plans and forecasts Guide the cost analysis process by establishing and enforcing policies and procedures QUALIFICATIONS/SKILLS/EDUCATION/EXPERIENCE: Bachelor's Degree in Accounting/Finance/Economics/Statistics or equivalent experience Proven work experience as a Financial Analyst or similar role Proficient in spreadsheets, databases, MS Office and financial software applications and Outlook Outstanding presentation, reporting and communication skills Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis Highly attentive to detail with strong analytical and research skills Ability to evaluate data to make informed decisions and solve problems. Ability to multi-task and adapt to fast-paced and changing environment. Exceptional verbal and written communication skills combined with experience collaborating with various internal and external stakeholders. This job description is subject to change and may be amended based on management need and business demands.

Financial Analyst 80-85K plus Bonus plus EQUITY ! Legacy Search Advisors has partnered with one of our areas premier publicly traded firms in search of a Financial Analyst. This is an excellent opportunity to join a local industry leader and take your career to the next level. This firm offers job security, endless growth potential and incredible benefits ! This is an excellent opportunity for someone with 2+ years of accounting experience that would like to transition to a Financial Analyst role. Responsibilities Budgeting, Forecasting and Financial Modeling Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 2+ years of financial analysis and modeling experience Advanced knowledge of Excel For more information and confidential consideration please respond.

A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA. The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of servicing their own book of business. The Associate/Financial Advisor must have 10-20MM portable assets and will be given the opportunity to me mentored by an experienced, passionate and knowledgeable Advisor. Monitor clients financial situations Develop and maintain financial planning solutions Perform research on client databases and financial plans Create details portfolio reviews, security analysis and present at client meetings 5+ years of experience as an Financial Advisor Series 7 and 66 or 63/65 BA degree Experience with Financial Planning Software

ABOUT THE ROLE As business owners, Financial Representatives at Northwestern Mutual Hunt Valley & York help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives 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, SIE, Series 6, Series 63, CFP , and more NM-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 You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 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. 1 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. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023

The Clinical Supervisor (BCBA) is responsible for providing clinical oversight and guidance to a dedicated team of technicians and clients. The Clinical Supervisor is responsible for assessing clients, developing individualized treatment plans, and ensuring the effective training and implementation of therapy programs. This role also works closely with the Field Coordinator and Regional Director to support high-quality clinical care. This position takes place in a client's natural environment. Our Mission: Changing lives. One child at a time. One professional at a time. Verbal Beginnings is looking for amazing BCBAs who want to change lives every day with our clients! What sets us apart: BHCOE Training Site Accreditation - one of only two companies in our service area! ACQ Accredited Paid Parental Leave Small Caseloads BCBA Owned & Operated Since 2011 Structured Promotional Path Compensation & Schedules: Compensation: Guaranteed base salaries with other incentive earning potential, with total compensation potential to earn up to $116K+ annually! Unlimited Referral Bonuses: Generous referral bonuses - no limitations! Paid BACB Supervision opportunities: Up to an additional $8k per year! Schedule: In-home caseloads are flexible to suit your needs - they are based on the BCBA's schedule availability, distance to cases, and their personal goals. Other Great Benefits: Relocation Assistance - Ask Us! Comprehensive Medical / Dental / Vision Plans Professionally-Managed 401(K) Plan Professional Development (Monthly CEUs & Professional Development Stipend) Leadership Opportunities, OBM Training & Promotion-From-Within Focus On Clinical Quality, Supervision & Mentorship BCBA Owned & Operated Since 2011 Vibrant Centers in Columbia, Millersville, Rockville, Frederick, Annapolis, and Alexandria VA! Serving clients in-home throughout MD, DC, VA, DE and PA! Company Overview: Verbal Beginnings is a growing, BHCOE-accredited and BCBA-owned and operated autism therapy provider serving children diagnosed with autism. Join our dedicated and quality-focused clinical team, where you can mentor trained professionals to excel with their ABA skills while receiving mentorship so you can grow as a clinician yourself. Work for a company that believes in educating parents, disseminating evidence-based ABA, collaborating as a team, innovating in the field with new research, and inspiring others to pursue long-term careers helping our clients. VB offers a variety of programs, including our Early Intervention Center program, In-home program, Social Skills program, Feeding program, Diagnostic program, and our new Comprehensive Services program, which includes Speech and OT services! VB also prioritizes, supports, and funds the professional development of our staff to ensure our staff has the resources and knowledge to provide top-quality services to our clients and families. Responsibilities: As a Field-based BCBA, you will: Conduct skills and behavior assessments in the client's natural environment to deeply understand their needs Develop comprehensive treatment plans and plan evidence-based interventions Train, supervise, and support the RBTs working on your child's team Collaborate with supervisors and the quality assurance team to achieve optimal client outcomes Coordinate with and train caregivers to empower them as partners in their child's progress Qualifications: About You: You need a Master's Degree in Applied Behavior Analysis or related field. You need to be a Board Certified Behavior Analyst (BCBA) with experience supervising the implementation of ABA-based treatment programs by RBTs. You need to be licensed in the state of Maryland or actively pursuing licensure at the time of hire. You need to be dedicated to providing high-quality, outcomes-based care to our clients and their families. The physical requirements outlined here are representative of those that an employee must be able to meet to successfully perform the essential functions of the role. Regularly required to perform activities such as reaching, grasping, walking briskly or running, sitting on the floor, kneeling, crouching, ascending and descending stairs, and transitioning quickly between standing, sitting, and other positions (e.g., floor, chair, or other surfaces) throughout the day. Ability to interact effectively by speaking clearly, using age-appropriate language, and maintaining attention through verbal and non-verbal communication. Must be able to independently operate a vehicle to travel to and from a client's location. Verbal Beginnings' personnel policies, procedures, and practices prohibit discrimination on the basis of race, color, religious creed, disability, ancestry, national origin, age, or sex. Verbal Beginnings' employment opportunities are provided for applicants with disabilities and reasonable accommodation(s) are made to meet the physical or mental limitations of qualified applicants or employees. #LI-Hybrid #CS2 Pay Range: USD $25,000.00 - USD $25,000.00 /Yr.

Learn and take work direction and guidance from Senior and Principal Financial System Analysts, in addition to Manager. Become fluent in use, maintenance, and configuration of multiple financial and related applications. Assist with approval, compliance and use of service contracts entered in Voyager. Provide end user support and issue resolution, especially with Marketplace, purchase orders, service contracts and related approvals. Assist with purchasing reporting needs, to include periodic Operations statistics. Assist with control performance and audit related requests. Expand knowledge and gain experience in system administrative functions. Department or company-wide system projects and initiatives, as necessary. ESSENTIAL FUNCTIONS: Partner with Financial Systems Analysts and Manager, to expand knowledge on use, maintenance, and configuration of financial and related applications. Create, maintain, or follow procedure documents on each of the areas of responsibility. Perform some system administration functions in applications where there is not a conflict with other approval responsibilities or controls. Assist with data gathering, documentation, testing, presentations, training, or other preparations, as necessary. Once a comfort level is reached with understanding processes, offer suggestions for improvements or efficiencies, including method to achieve desired outcome. Provide guidance to initiators and other approvers to ensure their review, attachments and entries meet Delegation of Authority and internal control requirements. Assist with use and payment of approved service contracts. Research and suggest opportunities for improvements to the process. Assist with department, application, or company-wide system projects. Thoroughly document all testing, progress, issues, and other items that may need to be reviewed, re-created, researched, or audited. Assist with development of design and configuration documents, process guides and control language, as necessary. Gain a level of understanding of processes and applications to be able to communicate related questions or issues to internal or external parties such as Yardi support. Provide necessary details, screenshots, and support to accurately and completely explain the issue or question. Track responses to ensure timeliness or determine if escalation is needed. Assist with performance, monitoring and documentation of controls key owned by the Financial Systems team. Maintain support and documentation required to evidence performance of controls. Assist with fulfilling internal and external requests for control and audit related data or support. SECONDARY RESPONSIBILITIES: Perform other job-related duties as assigned. Cross functional training within group to provide backup support for department members. QUALIFICATIONS: Education - Bachelor's degree in Finance or other related field. Further Training - Teamwork and project deadlines; especially system related. Professional Experience - 2+ years demonstrated experience with multiple financial systems. Degree, courses, or experience in related discipline desirable. Demonstrated ability to analyze processes, identify areas for improvement and implement improvements. Solutions driven. Focused on improving end user experience; matching needs to technology. Computer Skills - PC proficiency to include but not limited to Microsoft Office applications (Word, Excel, Outlook, etc.). Intermediate knowledge and experience with Microsoft Excel. Experience with Yardi Voyager, Elevate, Argus, Kahua or similar desirable. Ability to adapt to new or changing software programs. Mobility - N/A Other Requirements - Demonstrated ability to organize and prioritize multiple tasks simultaneously with good judgement. Critical thinking and ability to understand business needs to facilitate a solution proposal.