Finance Consultant Jobs in Tysons Corner, VA

Explore a career as a FINANCIAL PROFESSIONAL! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Mid- Atlantic firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: · Are a self-starter. · Have an entrepreneurial mindset. · Are a customer service champion. · Are an engaging and compelling communicator and negotiator. · Are a problem solver. · Are a Life-long student seeking continued education and professional development. · Are a critical thinker. · Have prior sales experience and/or enjoy networking and seeking new clients. · Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: · Provide a framework to help you attain all licensing and education needed to progress through the career. · Support your learning through joint work and a team environment. · Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. · Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Email *************************** to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify

Robert Half Executive Search has been retained by a leading private equity firm investing in mid-market companies across North America. We are looking for a Vice President, Finance and Accounting to play a key role in overseeing all financial operations as the company expands its presence in the U.S. This hybrid role is based in Washington, D.C. and offers the chance to work closely with a talented team and portfolio companies. Additionally, this position offers a clear path to advancement to grow into the CFO role as the firm continues to expand in the U.S. The Vice President, Finance will be responsible for overseeing all financial aspects of the US operations including budgeting, forecasting, financial reporting, and compliance. The successful candidate will also play a role driving value creation at the portfolio companies. This is a fantastic opportunity to join an organization with a 20 year track record of success and a great investor base! Key Responsibilities • Overseeing and managing day to day accounting functions of various legal entities and funds in the US. • Managing capital calls and distributions to limited partners. • Maintaining capital accounts for all limited and general partners. • Distributing relevant tax information to limited and general partners • Processing payments by wire transfer, cheques and maintain and reconciling bank accounts. • Preparing and presenting financial reports to the board of directors and stakeholders. • Monitoring cash flow, manage financial risks, and optimize capital structure. • Overseeing regulatory compliance and audits, ensuring adherence to financial standards. • Interacting with limited partners and answering questions that they may have from time to time. • Preparing and filing annual tax returns for all US entities. • Managing benefit plan in the US and arranging for semi- monthly payroll for US employees. • Preparing quarterly invoices for monitoring and expenses for portfolio companies and ensure collection. • Assisting the accounting and finance function of portfolio companies, as needed **CPA, prior Fund Accounting and Private Equity experience required**

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered.

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

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.

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!

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

The Invitation The Catholic University of America invites applications and nominations for the next Vice President for Finance and Treasurer. Vice President for Finance and Treasurer The Catholic University of America seeks a dynamic and strategic leader to serve as the Vice President of Finance and Treasurer (VPF&T). This senior executive role oversees the University's financial planning, management, treasury, and operational strategies to ensure fiscal health and advance its mission of research, teaching, and service. Reporting directly to the President and serving as one of the key members of the senior leadership team, the VPF&T will provide visionary guidance to align financial strategies with the University's long-term goals. The VPF&T is the chief financial officer and treasurer of the University. Key Responsibilities: Strategic Financial Leadership: Develop and execute financial strategies that support the University's mission and strategic priorities. Collaborate with senior leadership to design and implement multi-year financial plans, including tuition modeling, endowment management, and revenue diversification. Monitor economic trends and analyze their potential impact on institutional finances. Financial Operations Oversight: Oversee all aspects of financial management, including accounting, budgeting, auditing, payroll, procurement, and financial reporting. Ensure compliance with applicable regulations, standards, and best practices. Support the Board of Trustees and Finance Committee by leading frequent communications regarding financial matters, providing accurate reporting, and engaging to provide guidance on relevant strategic and fiduciary issues. Investment and Treasury Management: Serve as the primary steward of the University's endowment, ensuring prudent investment strategies aligned with Catholic values. Oversee treasury functions, including cash management, debt issuance, and liquidity strategies. Institutional Risk Management: Lead enterprise risk management efforts, including assessing financial risks and developing mitigation strategies. Oversee the University's insurance portfolio and ensure appropriate coverage. Operational Efficiency and Innovation: Drive process improvements and cost-efficiency measures across financial and administrative functions. Leverage technology to enhance financial planning, data analytics, and operational performance. Facilities Management: Develop and implement the next Campus Master Plan that needs to be approved by the District of Columbia. Balance the need for deferred maintenance with on-going capital projects. Leadership and Collaboration: Provide mentorship and leadership to finance and administrative staff, fostering a culture of excellence and accountability. Collaborate with internal and external stakeholders, including donors, trustees, faculty, and government agencies, to achieve institutional objectives. Communicate complex financial concepts clearly and effectively to non-financial audiences. Qualifications: Education: Advanced degree in finance, accounting, business administration, or a related field. CPA or MBA designation preferred. Experience: A minimum of 10 years of senior financial leadership and management experience, preferably in higher education, non-profits, or mission-driven organizations. Skills and Competencies: Deep knowledge of financial operations, planning, and investment management. Proven ability to align financial strategies with organizational goals. Strong analytical, problem-solving, and decision-making skills. Exceptional communication and interpersonal skills to engage diverse audiences. Commitment to ethical leadership and stewardship, consistent with Catholic values and the University's mission. Commitment to Mission: The successful candidate will preferably be a practicing Catholic and have a deep understanding of Catholic Education in the light of Ex Corde Ecclesiae and Veritatis Gaudium and a commitment to the identity and mission of The Catholic University of America, integrating faith, intellectual pursuit, and service in advancing the common good.

Judson Group has partnered with a fast-growing wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor. This individual will support the firm's Wealth Managers in serving clients, the creation of financial plans/research, and sales/business development support. The ideal candidate will have experience deepening client relationships with a “client first” mentality. Location: Tysons Corner, Virginia - Remote in Eastern or Central Time Zones Responsibilities: Proactively work with Wealth Managers and other firm members to deliver an exceptional client experience Provide ongoing support to the firm's clients Build, maintain, and strengthen client relationships, resulting in increased client retention Maintain client communication and share relevant information about market updates that may affect their investments Prepare client financial plans and documents for client meetings Attend client meetings and develop and maintain long-term client relationships Actively support new business development opportunities Engage in ongoing professional development to increase industry, product, sales and service skills Requirements: Bachelor's Degree required CFP preferred or must be currently enrolled in a program Series 65 highly preferred 3-5 years' experience with a financial services or RIA firm working with HNW clients Must be passionate about client service and relationship management Excellent technology, communication, and presentation skills Ability to work independently, self-motivated, and proactive Compensation: Very competitive base salary, bonus, and benefits Location: Tysons Corner, Virginia - Remote in Eastern or Central Time Zones

BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL! At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices. THE OPPORTUNITY - Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client's needs and goals. - Develop rapport with clients and foster long-term relationships. - Be knowledgeable about Northwestern Mutual financial products and financial market trends. - Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis. - Provide dedicated and focused client experiences. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO - A high-quality training program to help you get started. - Mentorship and professional development training throughout your entire career. - Leading industry products and solutions built on an integrated technology platform. - Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor. - The opportunity to design your roadmap to leadership and specialized roles. - A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. - A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results. WHO WE ARE At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies , Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

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 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

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 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.

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

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 ****************

One of the top wealth management firms in the DMV is looking to add a Director of Financial Planning to their team. Founded over 40 years ago, this firm has over $6B in assets under management and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic. We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth. Key Responsibilities: Provide strategic leadership and oversight to a team of 7+ financial planning specialists, paraplanners, and advisors, ensuring a consistent and high-quality financial planning approach. Report directly to the executive team and help provide strategic direction for the division. Develop and implement firm-wide financial planning strategies to optimize client outcomes and business growth. Collaborate closely with financial advisors to integrate financial planning insights into client portfolio management and advisory services. Establish and refine best practices for financial planning processes, ensuring efficiency, compliance, and innovation. Stay current with financial regulations, tax laws, and industry trends to ensure compliance and forward-thinking strategies. Conduct in-depth financial analyses, including cash flow projections, Monte Carlo simulations, and tax-efficient withdrawal strategies. Enhance and manage financial planning tools, software, and technology to improve service delivery and scalability. Participate in high-net-worth and ultra-high-net-worth client meetings to provide expert financial planning insights and strategic recommendations. Support business development initiatives by articulating the value of financial planning services to prospective and existing clients. Foster a culture of professional growth, continuous learning, and high performance within the financial planning team. Develop and lead internal training programs to enhance financial advisors' expertise and capabilities. Qualifications & Skills: Bachelor's degree in Finance, Economics, Accounting, or a related field (Master's degree preferred). Certified Financial Planner (CFP ) designation required; CPA, CFA, or ChFC is a plus. 10 years of experience in financial planning, with at least 4 years in a leadership role. Strong knowledge of investment strategies, estate planning, tax planning, and retirement planning. Proven ability to manage and develop a team of financial planning professionals. Exceptional communication skills with the ability to present complex financial concepts clearly to clients and colleagues. Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms. Strong analytical and problem-solving skills with attention to detail. Commitment to fiduciary standards and client-centric financial planning. Salary is commensurate with experience. View the full list of our open positions here: Main Line Search Job Openings

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

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.