Finance Associate Jobs in Annandale, VA

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  • Finance Manager

    Viscadia

    Finance Associate Job 8 miles from Annandale

    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
    $82k-121k yearly est. 26d ago
  • Debt Finance Associate Attorney

    Lateral Link

    Finance Associate Job 11 miles from Annandale

    Lateral Link is assisting a reputable law firm and repeat client seeking a mid/senior-level debt finance attorney with 3-6 years (2018-2021) of experience. The firm's debt financing attorneys represent both public and private companies as well as a broad range of institutional lenders in a variety of complex, structured financing transactions. They also have a strong focus on middle market private equity deals. The firm is very big in the healthcare industry and operates in a full-service capacity for those kinds of clients. 1850 billable hour requirement. The firm is believes in sustainable workloads and retaining happy associates. 3 days per week in office. The group is in the early stages of reviewing candidates. If you are interested and qualified, please submit your resume here or email me at ***********************
    $52k-93k yearly est. 25d ago
  • Finance Associate

    Considine Search

    Finance Associate Job 11 miles from Annandale

    Washington D.C. Our client's Finance practice group has extensive experience counseling clients in a wide range of public and private financing transactions, including everything from routine corporate financing transactions to highly complex structures that are often beyond the capacity of conventional legal service providers. They represent private equity sponsors and their portfolio companies, service providers, manufacturers, companies in the automotive industry, high-tech companies, healthcare and pharmaceutical companies, financial institutions, retailers, casino/gaming operators, and other industries. Their attorneys bring a depth and diversity of experience that allows them to maintain knowledge and familiarity with market terms and customs. KEY RESPONSIBILITIES Assist with representing clients in complex financing transactions, including private equity financing, acquisition financing, strategic debt financing, asset-based lending and other debt transactions; Deliver high quality work-product and effectively communicate at all levels. Demonstrate excellent problem-solving skills and high energy and enthusiasm for counseling in the relevant client sector; Exhibit highly responsive, creative and efficient work habits; Strive to continuously improve knowledge, skills and abilities and seek guidance and feedback to improve performance and productivity; Take responsibility for enhancing expertise, in addition to seeking out formal and informal training; Integrate into the practice and build strong relationships with clients. Demonstrate a long-term interest in networking with existing clients and developing business opportunities. QUALIFICATIONS 4-6 years of experience in corporate finance transactions in a law firm; Ability to organize and prioritize numerous tasks and complete them under significant time constraints; Outstanding interpersonal, analytical, organizational, and communication (written and verbal) skills required; J.D. degree from an ABA-accredited institution; Licensed Illinois, D.C. or Michigan attorney in good standing (or with ability to waive into either jurisdiction); and Ability to travel as client needs require.
    $52k-93k yearly est. 26d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Finance Associate Job 19 miles from Annandale

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $50k-70k yearly 25d ago
  • Financial Analyst

    Hiretalent-Staffing & Recruiting Firm

    Finance Associate Job 8 miles from Annandale

    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.
    $55k-86k yearly est. 19d ago
  • Financial Services Analyst

    FJ Capital Management 4.5company rating

    Finance Associate Job 8 miles from Annandale

    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 ****************
    $52k-71k yearly est. 26d ago
  • Sales Finance Analyst

    Justinbradley

    Finance Associate Job 5 miles from Annandale

    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
    $55k-86k yearly est. 14d ago
  • Officer - Financial Reporting

    Avera Health 4.6company rating

    Finance Associate Job 11 miles from Annandale

    Worker Type: Regular Work Shift: Day Shift (United States of America) Highlights may be eligible for a $10,000 sign on bonus and relocation allowance. You Belong at Avera Be part of a multidisciplinary team built with compassion and the goal of Moving Health Forward for you and our patients. Work where you matter. A Brief Overview Responsible for the execution of all financial reporting, general accounting, financial audits, and tax compliance. The Officer works closely with the Vice President of Finance and other Consolidated Finance Teams and non-finance stakeholders to assist and coordinate delivery of Financial Reporting Services to both internal and external stakeholders. The Officer will also assist the Vice President in leading the standards teams of the Avera Health System as it relates to finance. What you will do Responsible for the monthly close and reporting process for all Avera consolidated divisions and review of financial statements for individual operating units to identify potential errors or inconsistencies. Directs resolution of issues before final financial presentations to stakeholders and effectively manages post-presentation corrections as needed. Assists the Vice President of Finance to ensure that accepted accounting principles and reporting regulations are met for all Avera consolidated divisions. Analyzes new agreements for appropriate accounting treatment. Keeps current on financial reporting and accounting regulations. Assist in leadership of Avera Health System general ledger and fixed asset standards teams. Leads the team in establishing standards for all Avera Health entities and ensures resolution and communication of standards issues to Executive Leadership. Directs and reviews all monthly and year-end accounting procedures and reporting including internal financial reporting, external audit preparation, tax return preparation (including 990's and returns associated with other for-profit Avera ventures), and any other external and internal reporting. Also responsible for all filings relative to 1099's, unclaimed property, sales and use tax, and property taxes for all states in which Avera does business. Directs client billing activities, manages Days in Client Billed AR within Service Standard thresholds, and escalates unpaid accounts as appropriate. Manages accounting for grant, foundation, and research related activities and ensures compliance with relevant accounting standards and facilitates efficient, effective, and accurate reporting for various internal and external stakeholders. Directs staff supporting finance needs of Avera Managed Sites in accordance with Managed Site Contracts. Coordinating with the Managed Site Finance Director regularly as needed. Ensures accurate, consistent accounting for, and tracking of, fixed assets and select minor equipment. Ensures all additions, transfers, and disposals occur in a timely manner. Directs staff in the accounting for intercompany and related party transactions to ensure accuracy and compliance with generally accepted accounting principles and regulatory requirements. Directs and establishes job responsibilities and authority, objectives and standards of performance for financial reporting, accounting, audit, and tax preparation within established policies, processes, and procedures to ensure compliance across all Avera divisions. Directs staff to ensure reconciliation of all Avera balance sheet accounts, periodically reviewing detailed reconciliations. Periodically reviews journal entries and appropriate coding of revenue and expenses and balance sheet accounts to ensure compliance with accounting standards and regulatory mandates. Serves as a finance partner for Marketing regarding the Community Health Needs Assessment and ensures the 990 return preparation is coordinated to reflect updates with them and the Sites. Directs and monitors activities to maintain compliance with established guidelines and policies associated with Community Benefit Reporting across Avera and its facilities in coordination with the Vice President of Finance and the Tax Manager. Maintains general knowledge of all financial modules in order to direct and/or assist with procedural/process changes within our owned and leased facilities. Participates and serves on interdepartmental committees and teams. Ensures established financial reporting structure is maintained, recommending improvements as identified. Provides technical advice and services to departmental directors, interpreting accounting reports, and identifying problem areas; and evaluating completed assignments for conformance with applicable policies, regulations and tax laws. Coaches and mentors managers and staff in achieving goals and implementing performance management. Directs and monitors staff to ensure compliance with internal control policies to protect the assets of Avera. Responsibilities include interviewing, hiring, developing, training, and retaining employees; planning, assigning, and leading work; appraising performance; rewarding and coaching employees; addressing complaints and resolving problems. Essential Qualifications The individual must be able to work the hours specified. To perform this job successfully, an individual must be able to perform each essential job function satisfactorily including having visual acuity adequate to perform position duties and the ability to communicate effectively with others, hear, understand and distinguish speech and other sounds. These requirements and those listed above are representative of the knowledge, skills, and abilities required to perform the essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions, as long as the accommodations do not cause undue hardship to the employer. Required Education, License/Certification, or Work Experience: Bachelor's in related field Certified Public Accountant (CPA) - Board of Accountancy At least five years of extensive experience in related field and managerial experience Working knowledge of Finance, Accounting and systems Preferred Education, License/Certification, or Work Experience: Master's Experience with national accounting firm Expectations and Standards Commitment to the daily application of Avera's mission, vision, core values, and social principles to serve patients, their families, and our community. Promote Avera's values of compassion, hospitality, and stewardship. Uphold Avera's standards of Communication, Attitude, Responsiveness, and Engagement (CARE) with enthusiasm and sincerity. Maintain confidentiality. Work effectively in a team environment, coordinating work flow with other team members and ensuring a productive and efficient environment. Comply with safety principles, laws, regulations, and standards associated with, but not limited to, CMS, The Joint Commission, DHHS, and OSHA if applicable. Benefits You Need & Then Some Avera is proud to offer a wide range of benefits to qualifying part-time and full-time employees. We support you with opportunities to help live balanced, healthy lives. Benefits are designed to meet needs of today and into the future. PTO front-loaded for eligible hires Free health insurance options, for full-time single coverage on Avera High Deductible Health Plan Up to 5% employer matching contribution for retirement Career development guided by hands-on training and mentorship Avera is an Equal Opportunity/Affirmative Action Employer Minority/Female/Disabled/Veteran/Sexual Orientation/Gender Identity. If you are an individual with a disability and would like to request an accommodation for help with your online application, please call ************** or send an email to **************** .
    $49k-69k yearly est. 3d ago
  • Financial Analyst

    Legacy Search Advisors

    Finance Associate Job 27 miles from Annandale

    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.
    $53k-83k yearly est. 25d ago
  • Senior Financial Analyst

    Comfort Connect

    Finance Associate Job 12 miles from Annandale

    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
    $68k-93k yearly est. 6d ago
  • Senior Financial Analyst (On-site Role)

    Blue Bridge Financial, Inc.

    Finance Associate Job 11 miles from Annandale

    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.
    $70k-95k yearly est. 24d ago
  • Entry Level Financial Analyst

    Randstad USA 4.6company rating

    Finance Associate Job 32 miles from Annandale

    Join a Dynamic, Fast-Paced Financial Services Firm as a Financial Analyst: Are you eager to collaborate with senior leaders in a rapidly expanding company? Do you thrive in a fast-paced, global finance environment where you can apply your passion for numbers and mathematics every day? If so, we want to hear from you! This is your opportunity to step in and make an immediate impact, all while receiving ongoing feedback and support to grow in your role. This teams works onsite at the office in Columbia, MD. About the Role: You will play a key role in ensuring the accuracy and compliance of pooled loans. You will be responsible for providing remittance and correction information to loan servicers, as well as monitoring loan portfolios to ensure they meet compliance standards. You'll work closely with your team to communicate vital updates to investors and loan servicers, and you'll regularly assess account and receivable balances, along with fundings. A strong attention to detail and a love for working with numbers in Microsoft Excel are essential for success in this role. While Excel Certification is preferred, it is not required. If you're ready to contribute to the growth of a global finance firm and sharpen your analytical skills, this could be the perfect opportunity for you! Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility)
    $46k-72k yearly est. 2d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance Associate Job 8 miles from Annandale

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $69k-128k yearly est. Easy Apply 60d+ ago
  • Associate Principal, Financial Aid Optimization

    EAB 4.6company rating

    Finance Associate Job 11 miles from Annandale

    At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve. At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards. For more information, visit our careers page. The Role in Brief: Associate Principal, Financial Aid Optimization Our Financial Aid Optimization division provides custom revenue optimization models designed to meet strategic enrollment objectives for client colleges and universities across the country. The Associate Principal position works closely with a data analyst team to find data-based insights to help optimize enrollment outcomes for a diverse and compelling portfolio of college and university clients. Associate Principals assist in all areas of our analysis, which includes having a working understanding of how analysis is constructed, coordinating project deliverables and meetings, interpreting and presenting the analysis to clients, and working to help clients formulate the best strategic uses of financial aid to achieve their enrollment goals. This position requires the ability to master the interpretation of the analysis and to effectively work with clients. This hire may be based in Richmond, VA; Washington, DC; or Bloomington, MN; this position is also open to remote employment within the continental United States. Primary Responsibilities: * Understand how the economy, public policy, and public perception of the value of a college degree are affecting the behavior of students and their families * Learn the recent enrollment history for each client, as well as their goals and objectives * Understand the basics of how our analysis and simulations are constructed * Interpret the descriptive slides and present the findings to clients * Utilize the live simulation model to help clients set their aid policy * Monitor the progress of clients toward their goals * Present to committees and boards to educate and instill institutional knowledge and lead discussions on performance trends and simulations regarding enrollment and financial aid * Answering ad hoc data-related and policy questions Because we work on both the academic calendar of colleges and the 18-month enrollment cycle (which has intense activity at specific points during the cycle), there are periods in which our work will require some evening or weekend work. Basic Qualifications: * Bachelor's degree * 7+ years of relevant work experience in which managing client/external relationships was a primary responsibility * 5+ years of experience in admissions or financial aid at a four-year college or university * Experience aligning strategic insights and solutions to client goals * Professional or academic experience with a quantitative or data analysis focus * Ability to persuasively present to clients and colleagues EAB's commitment to forward leaning, innovative strategies that successfully achieve their desired outcomes * Proven relationship building, collaboration/teamwork orientation, and ability to influence for win-win outcomes * Proficiency in Excel, Word, and PowerPoint * Ability to travel up to 25% - this position requires travel to 15 - 20 college campuses during the summer and fall and intermittently throughout the rest of the year Ideal Qualifications: * Graduate degree * Project management experience * Commitment to valuing diversity, practicing inclusive behaviors, and contributing to an equitable working and continual learning environment in support of EAB's DE&I Promise If you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome diversity of background and experience. We would encourage you to submit an application if this is a role you would be passionate about doing every day. Compensation: The anticipated starting salary (base) range for this role is $75,000 - $100,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role. This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance. Benefits: Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include: * Medical, dental, and vision insurance plans; dependents and domestic partners eligible * 20+ days of PTO annually, in addition to paid firm and floating holidays * Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each) * 401(k) retirement savings plan with annual discretionary company matching contribution * Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans * Employee assistance program with counseling services and resources available to all employees and immediate family * Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation * Gender affirming care coverage * Fertility treatment coverage and adoption or surrogacy assistance * Paid parental leave with phase back to work program for birthing and non-birthing parents * Access to milk shipping service to support nursing employees during business travel * Discounted pet health insurance coverage for dog and cat family members * Company-provided life, AD&D, and disability insurance * Financial wellness resources and membership in a robust employee discount program * Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities Benefits kick in day one; learn more at eab.com/careers/benefits. This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future. At EAB, we believe that to fulfill our mission to "make education smarter and our communities stronger" we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard. To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
    $75k-100k yearly 15d ago
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Finance Associate Job 11 miles from Annandale

    JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.
    $141k-234k yearly est. 3d ago
  • Navy Financial Associate - Washington, D.C.

    Serco Group 4.2company rating

    Finance Associate Job 11 miles from Annandale

    Looking for a finance opportunity at a place you can have influence every day? Then Serco has a right opportunity for you! In the role of the Navy Financial Associate, you will be a part of Team Submarine, located in Washington, DC. As part of this dynamic team, you will be expected to bring your expertise and collaborative skills to make an impact towards our military defense and safety of our sailors. Serco supports the US Navy for their Team Submarine contract in the maintenance, sustainment, and disposal of in-service submarines. The Team Submarine concept unifies diverse submarine-related activities into a single submarine-centric organization with the goal of eliminating traditional stovepipe structures and processes in the submarine research, development, acquisition, and maintenance communities. Team Submarine provides improved communication among the various offices that contribute to the overall success of the United States Submarine Force. In this role, you will: * Provide daily support to Financial Management team. * Provide financial analyst services including data gathering, budget and financial analysis, and trend analysis. * Be responsible for various financial functions such as budgeting, auditing, forecasting and analysis. * Create, maintain, and update financial databases and spreadsheets, and generates various financial reports as required. * Maintain appropriate records and documentation. * Be adept at designing, building, and maintaining cost database for labor and material for the contract. * Develop estimated at completion (EACs) for contract requirements, maintaining costs metrics documentation, building PMR slide, and maintaining burn rate dashboard. * Conduct analysis at the availability level as well as at the Ship Work List Number (SWLIN)level, estimating costs for Hull, Mechanical & Electrical System (HM&E), * Develop pricing for future negotiations and analyze the burn rate of these various systems to forecast delivery and potential schedule impacts. * Track invoices and develop a database for labor material and leaser hours expended on contracts. * Analyze contract changes, cost ceiling changes, and Incentive fee reservation changes to maintaining a contract costs reconciliation database every month. * Provide financial models and financial statements, applies forecasting techniques, and evaluates performance against budget submissions. * Coordinate with Branch Head and field activities to establish funding priorities. * Reconcile Spend Plans to match the Resource Management Plans. * Coordinate with the field activities to establish timely receipt of reimbursable funds. * Prepare Unclassified and Classified briefs for audiences up to and including the Flag level. * Set meetings and specified Program Integrated Product Teams (IPTs). * Set high personal standards for performance/conduct. * Demonstrate ability to be a team player; works well with others; contributes positively to work/team environment while continually seeks ways to enhance contribution to the team. Also, have the ability to work both in a team environment and independently, and often under short, multiple deadlines. Qualifications To be successful in this role, you will have: * Ability to obtain and maintain an active DOD Secret Clearance * US Citizenship * A Bachelor's degree in Accounting, Business, Finance, or related field is desired. * 8 years of experience (Experience working within the DoD and/or the Armed Forces highly preferred) * Knowledge of the Navy's Planning, Programming, Budgeting, and Execution processes and policies. * Knowledge of the Microsoft Office Suite to include, Excel and PowerPoint. * The ability to travel at least 10% of the time. Additional desired experience and skills: * An active or current DoD Secret clearance. * One year experience supporting a DoD customer as a financial analyst is desired. Must be familiar with rules governing the different Navy Appropriations, with specific knowledge of O&M,N accounts a desired bonus. * Budget Automation and Process Improvement. * Cost Analysis. * Data Management and Analysis. * Navy Enterprise Resource Planning (ERP) * DoN financial automated and budgeting systems to perform financial execution functions. * Work experience in the Navy and specifically within Team Submarine or submarines in general. * Knowledge of DoD policies, NAVSEASYSCOM/Team Submarine policies and procedures. If you are interested in supporting and working with our military and sailors, and an enthusiastic Serco team, then submit your application now for immediate consideration - it only takes minutes to apply and could change your career! In compliance with the District of Columbia's Equal Pay for Equal Work Act, the salary range for this role is $116,326.95 to $189,030.99; however, Serco considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, and key skills. Company Overview Serco Inc. (Serco) is the Americas division of Serco Group, plc. In North America, Serco's 9,000+ employees strive to make an impact every day across 100+ sites in the areas of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the satisfaction of their end customers. Serco serves every branch of the U.S. military, numerous U.S. Federal civilian agencies, the Intelligence Community, the Canadian government, state, provincial and local governments, and commercial clients. While your place may look a little different depending on your role, we know you will find yours here. Wherever you work and whatever you do, we invite you to discover your place in our world. Serco is a place you can count on and where you can make an impact because every contribution matters. To review Serco benefits please visit: ************************************************************ If you require an accommodation with the application process please email: ******************** or call the HR Service Desk at ************, option 1. Please note, due to EEOC/OFCCP compliance, Serco is unable to accept resumes by email. Candidates may be asked to present proof of identify during the selection process. If requested, this will require presentation of a government-issued I.D. (with photo) with name and address that match the information entered on the application. Serco will not take possession of or retain/store the information provided as proof of identity. For more information on how Serco uses your information, please see our Applicant Privacy Policy and Notice. Serco does not accept unsolicited resumes through or from search firms or staffing agencies without being a contracted approved vendor. All unsolicited resumes will be considered the property of Serco and will not be obligated to pay a placement or contract fee. If you are interested in becoming an approved vendor at Serco, please email *********************. Serco is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
    $59k-88k yearly est. Easy Apply 22d ago
  • KIP Summer 2025 - Finance and Accounting Intern - American Legislative Exchange Council

    Stand Together 3.3company rating

    Finance Associate Job 8 miles from Annandale

    The Koch Internship Program (KIP) is a paid, 10-week experiential learning program run by Stand Together Fellowships that offers meaningful work experience at non-profits all over the country tackling some of our nation's most pressing challenges. Throughout your internship with a partner organization, Stand Together Fellowships hosts virtual professional development sessions every Thursday from 1-5 pm ET, wherein you will be mentored by seasoned professionals as you craft a capstone project on the topic that matters most to you. Interns will receive either a $5,500 or $3,300 stipend from Stand Together Fellowships depending on whether they are participating full-time (40 hours/week) or part-time (28 hours/week). Successful candidates will interview with both our non-profit partner organizations and Stand Together Fellowships staff, so we strongly encourage you to apply in advance! About us The American Legislative Exchange Council is America's largest nonpartisan, voluntary membership organization of state legislators dedicated to the principles of limited government, free markets and federalism. Comprised of nearly one-quarter of the country's state legislators and stakeholders from across the policy spectrum, ALEC members represent more than 60 million Americans and provide jobs to more than 30 million people in the United States. All Americans deserve an efficient, effective and accountable government that puts the people in control. ALEC provides a forum for experts to discuss business and economic issues facing the states. The ALEC model policy library is home to dynamic and innovative ideas that reduce the cost of everyday life and ensure economic freedom. ALEC ideas and publications are the product of countless hours of research, debate and discussion and serve as a toolkit for anyone who wants to increase the effectiveness and reduce the size, reach and cost of government. ALEC is proud to offer real solutions to the top issues facing the states, and the strength of the ALEC family is proof that good ideas are better when shared. About the Role The Finance and Accounting Intern will work closely with the Vice President of Finance and Administration. He or she will assist with the overall operation and budget of the organization. Duties will include daily accounting activities required to maintain the Councils general ledger, registration process for ALEC meetings and daily maintenance of monthly, quarterly and annual closing activities. This internship would best suited for a self-motivated individual who would like to gain experience with non-profit accounting principles and procedures and one who has the ability to exercise initiative and sound judgment. Most importantly this intern should possess strong organizational skills and have the ability to maintain detailed records. Stand Together Fellowships believes that diversity in experiences, perspectives, knowledge and ideas fuels creativity, broadens knowledge, and helps drive success. Our admissions office treats all program participants and applicants with honesty, dignity, respect and sensitivity. We welcome all qualified applicants regardless of color, race, religion, religious creed, sex, gender or gender identity, gender expression, sexual orientation, national origin, citizenship, ethnicity, ancestry, age, physical disability, mental disability, medical condition, pregnancy (including medical needs which may arise from pregnancy, childbirth, or related medical conditions), military and veteran status, genetic information, marital or familial status, political affiliation, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.
    $30k-35k yearly est. 23d ago
  • Finance Intern

    Mcn Build 4.2company rating

    Finance Associate Job 11 miles from Annandale

    Who We Are: Founded in 2007, MCN Build is a diverse, dynamic commercial construction management firm headquartered in Washington, DC. We specialize in developments that enhance the community; including transformational projects that promote economic sustainability, including education, recreation, healthcare, affordable housing, and institutional spaces. While building strong, continuous relationships with our clients and the community, we recognize that our success is rooted in the professional and personal fulfilment of our most valuable asset-our employees. Now is the perfect time to join the MCN team! Our CEO Rudy Seikaly was named 2021 Business Leader of the Year by DC's Chamber of Commerce. We are proud to have been named a Best Place to Work by the Washingtonian in 2015, and a Great Place to Work in 2022, 2023 & 2024 and ranked on Fortune's Best Small and Medium Workplaces in Construction 2023 and 2024. Our biggest win is from our own employees who still today overwhelmingly choose to grow with MCN as evidenced by our 95% employee retention rate and average tenure of 4 1/2 years. In the last 7 years, we've doubled our size, added 3 new office locations in Baltimore, Prince Georges' County & U.S. Virgin Islands, celebrated 20+ employee promotions, and won two 2021 Engineering News Record (ENR) Best Project awards all while expanding our philanthropic efforts both here at home in the DMV as well as abroad in Ethiopia, Lebanon, El Salvador, and Colombia. We're 50% millennials, 20% women, and 100% driven to build our community together. What You'll Do: The intern will work closely with the Finance team in the following tasks and duties: File/scan all project-related invoices and upload documentation into the ERP system. Assist in the weekly check run. Prepare and enter invoices directly into the ERP system. Ensure accurate and timely processing of invoices and payment requests. Work closely with the Finance team and Operations team. Develop and maintain positive relations with Subcontractors and Project Managers. Work on a variety of miscellaneous issues delegated from the Finance team. What You Bring to the Table: Must be currently enrolled at the time of internship in an undergraduate or graduate Accounting or Finance degree program at an accredited college or university, or have graduated from this program within the past year. General Knowledge of account payable payment policies and procedures are preferred. Proficiency with Microsoft Office Suite Ability to perform mathematical computations quickly and accurately. Ability to analyze, interpret, reconcile, and resolve problems. Ability to establish and maintain effective working relationships with the teams and internal and external stakeholders. What We Offer: Salary: $18.50 Opportunity to learn from a diverse team with decades of professional experience Internship runs from June to August 2025 Email your resume to *************** or apply online at ************************
    $18.5 hourly Easy Apply 17d ago
  • Private Client Banker - Annandale - Annandale, VA

    144780-Payments_Us

    Finance Associate Job In Annandale, VA

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $35k-79k yearly est. 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance Associate Job 35 miles from Annandale

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) 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 and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 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) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly 46d ago

Learn More About Finance Associate Jobs

How much does a Finance Associate earn in Annandale, VA?

The average finance associate in Annandale, VA earns between $32,000 and $97,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average Finance Associate Salary In Annandale, VA

$56,000

What are the biggest employers of Finance Associates in Annandale, VA?

The biggest employers of Finance Associates in Annandale, VA are:
  1. Serco
  2. Quantech Services
  3. Pwc
  4. Cresa
  5. Cherry Bekaert
  6. Fas. Co.
  7. DLA Piper
  8. White & Case
  9. EAB
  10. Advocates Legal Recruiting
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