Vice President, Finance and Operations
Senior Finance Analyst Job 11 miles from Annandale
Title Vice President, Finance and Operations (Hybrid)
PSB Insights *******************
About PSB
PSB Insights is a 47-year global research consultancy helping clients make data-driven decisions that lead to breakthrough strategies and stronger outcomes. We're a passionate team of 70+ researchers, scientists, strategists, and storytellers. We hire critical thinkers who want to contribute and learn from the best.
About the Role
We're seeking an experienced VP, Finance and Operations, to join our Executive Leadership Team to lead the financial and operational success of our agency. This is a unique opportunity to shape our future with your commercial expertise. We're looking for a self-starter with a bias for action, a solution-oriented mindset, and an entrepreneurial spirit who thrives in a fast-paced environment. This role reports directly to the CEO.
What you'll do
Financial Leadership. Advise leadership on financial strategy; manage budgeting, forecasting, and reporting.
Ensure strong internal controls per IFRS and company guidelines.
Synthesize financial results into easily understood narratives for both internal stakeholders.
Oversee Payroll & Benefits in US and UK
Supervise Sarbanes-Oxley Act (SOX) and internal audits.
Manage the budgeting and quarterly reforecasting processes.
Ensure timely and accurate financial close and reporting to corporate.
Maintain financial reporting dashboards for revenue forecasting, profitability analysis, and KPIs.
Operational Excellence. Provide oversight of the company's IT systems and help reimagine the operations.
Guide a strategic shift to implementing AI agents and tools as a new way of operating
Advise on strategic alliance partnership structures and potential M&A activities.
Shape business models and lead scenario planning for new revenue streams, e.g., SAAS.
Oversight of IT systems, operations and information security program including adherence to SOC 2 Type 2 standards and compliance obligations (e.g. client requirements, bus continuity planning, etc.)
What you've done and enjoy doing
Bachelor's degree in finance, accounting, or related field; CPA preferred.
10+ years of progressive finance experience, with 5+ years in leadership roles.
Experience with SOX, internal controls for public company financial reporting and IFRS requirements.
Experience with enterprise financial systems (e.g., SAP Cartesis, Deltek Maconomy preferred).
Excellent communication and presentation abilities, with the ability to present to C-Suite executives.
Why You'll Want To Be At PSB
We offer a comprehensive benefits package including competitive salary, flexible vacation, up to 12 weeks parental leave, full health coverage, a strong 401(k) match, and a company-wide end-of-year company closure. If you have a desire to grow a business and work with industry thought leaders, we should talk.
Vice President Finance Accounting
Senior Finance Analyst Job 11 miles from Annandale
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**
Budget Analyst
Senior Finance Analyst Job 11 miles from Annandale
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
Vice President for Finance and Treasurer
Senior Finance Analyst Job 11 miles from Annandale
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.
Senior Financial Analyst
Senior Finance Analyst 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
Senior Financial Analyst (On-site Role)
Senior Finance Analyst 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.
Project Finance Analyst
Senior Finance Analyst Job 8 miles from Annandale
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.
Director of Financial Planning
Senior Finance Analyst Job 6 miles from Annandale
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
Director of Finance
Senior Finance Analyst Job 11 miles from Annandale
The Director of Finance will report to the executive director (ED). The successful candidate will be a hands-on and participative manager and will lead the following areas: finance, business planning & budgeting, and human resources.
The Director of Finance will play a critical role in partnering with the senior leadership team in strategic decision making and operations as Government Accountability Project continues to enhance its quality programming and build capacity. This is a tremendous opportunity for a finance and operations leader to maximize and strengthen the internal capacity of a well-respected, high-impact nonprofit organization. The position will be required to work in our Washington, D.C. office two days per week, except more during audit season.
Responsibilities
Financial Management
• Prepare, analyze and present financial reports in an accurate and timely manner using QuickBooks; clearly communicate monthly and annual financial statements; collate financial reporting materials for all donor segments, and oversee all financial, project/program and grants accounting
• Coordinate and lead the annual audit process, liaise with external auditors and the finance committee of the board of directors; assess any changes necessary
• Oversee and lead annual budgeting and planning process for a budget of over $4 million in conjunction with the ED; administer and review all financial plans and budgets; monitor progress and changes; and keep senior leadership team abreast of the organization's financial status
• Manage organizational cash flow and forecasting including managing payroll through Paychex
• Implement a robust contracts management and financial management/ reporting system; ensure that the contract billing and collection schedule is adhered to, and that financial data and cash flow are steady and support operational requirements
• Update and implement all necessary business policies and accounting practices; improve the finance department's overall policy and procedure manual
• Effectively communicate and present critical financial matters to the board of directors
Human Resources, Technology and Administration
• Further develop Government Accountability Project's human resources and administration, enhancing professional development, compensation and benefits, performance evaluation, training, and recruiting for an approximate staff size of 19 employees and five contractors
• Ensure that recruiting processes are consistent and streamlined
• Establish and manage a comprehensive training program to educate employees regarding staff tools, policies, and procedures
• Work closely and transparently with all external partners including third-party vendors and consultants
• Collaborate with the Director of Operations in administrative functions as well as facilities to ensure efficient and consistent operations as the organization scales
Qualifications
• Minimum of a BA, ideally with an MBA/CPA or related degree
• At least seven to 10 years of overall professional experience; ideally six-plus years of broad financial and operations management experience in a nonprofit environment
• The ideal candidate has experience of final responsibility for the quality and content of all financial data, reporting and audit coordination for either a division or significant program area, and has overseen a human resources function
• Experience managing a client trust account for a law firm or similar NGO is ideal but not required
• Ability to translate financial concepts to-and to effectively collaborate with-programmatic and fundraising colleagues who do not necessarily have finance backgrounds
• A track record in grants management
• Technology savvy with experience selecting and overseeing software installations and managing relationships with software vendors; knowledge of accounting and reporting software
• Commitment to training programs that maximize individual and organization goals across the organization including best practices in human resources activities
• A successful track record in setting priorities; keen analytic, organization and problem-solving skills which support and enable sound decision making
• Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders
• A multi-tasker with the ability to wear many hats in a fast-paced environment
• Deep knowledge of human resources development and administration including payroll and health benefits administration
• Personal qualities of integrity, credibility, and dedication to the mission of Government Accountability Project
Salary
Salary range is $95,000-$110,000 per year, depending on experience. Government Accountability Project also offers a generous benefits package.
Application Process
Government Accountability Project is an equal opportunity employer. We value a diverse workforce and an equitable, inclusive culture. Government Accountability Project encourages applications from all qualified individuals without regard to race, ethnicity, color, religion, sexual orientation, gender identity or expression, age, national origin, or marital, citizenship, disability, or veteran status.
We are accepting applications for this position until March 15, 2025, which we will review on an ongoing basis. Qualified applicants will be promptly contacted and interviewed. Incomplete applications and applications sent through third-party websites will not be accepted.
Please submit a cover letter and resume in one PDF to Katie Goff-Eldredge with the subject line "Director of Finance Position" to ****************************
Banking & Financial Business Analyst
Senior Finance Analyst Job 11 miles from Annandale
Infosys is seeking a Banking & Financial Business Analyst. As a Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options and makes recommendations. You will create detailed design, architecture and process artifacts and implement the deployment plan. You will also support knowledge transfer with the objective of providing value-adding consulting solutions that enable our clients to meet the changing needs of the global landscape.
Location for this position is Washington, DC. Candidate must be located within commuting distance or be willing to relocate to the area. This position may require travel to project locations.
Required Qualifications:
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
At least 4 years of experience with Information Technology.
Experience as a Business Analyst for a large financial institution.
Experience in Scaled Agile Framework.
Preferred Qualifications:
Atleast 5 years of experience in defining and implementing technology solutions for a major financial institution.
Experience with relational databases / RDMS.
Experience with writing simple SQL statements.
Experience in gathering business requirements and developing functional specifications with special emphasis on use cases, defining test cases, and providing user training and support.
Experience developing requirements documentation, project artifacts, process documents and creating user stories.
Prior experience in the banking and financial services industry.
Strong communication skills, both written and verbal.
Highly motivated self-driven with a positive attitude.
Excellent customer facing skills.
Strong attention to detail and outstanding analytical and critical thinking skills.
Finance Manager
Senior Finance Analyst 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
Financial Analyst
Senior Finance Analyst 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.
Financial Services Analyst
Senior Finance Analyst 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 ****************
Sales Finance Analyst
Senior Finance Analyst 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
Financial Management and Accounting Consulting Lead
Senior Finance Analyst Job 8 miles from Annandale
Financial Management and Accounting Consulting Lead page is loaded
Financial Management and Accounting Consulting Lead
Time type: Full time Posted on: Posted 10 Days Ago
Job Family: Accounting
Travel Required: Up to 10%
Clearance Required: Active Top Secret SCI with Polygraph
What You Will Do:
Guidehouse supports an array of Front Offices for our Intelligence Community customers with both budget build, planning, justification, and execution consulting services, as well as mission accounting operations. In this role, you will communicate with and directly support senior level government officials to gain understanding of strategic opportunities and related challenges and help align resources to accomplish mission. This includes accurately, completely, and timely providing statuses of execution and related returns on investment to aid in decision making.
What You Will Need:
An ACTIVE and MAINTAINED TS/SCI Federal or DoD security clearance with a FULL SCOPE (FS/FSP) polygraph
Bachelor's Degree
FIVE (5) or more years of experience supporting budget and/or accounting
What Would Be Nice To Have:
Certified Public Accountant licensure
Deep understanding of the federal and IC budget planning and execution cycle
Experience with the customer's financial system
Expertise in Generally Accepted Accounting Principles (GAAP)
Demonstrated experience with effective communication skills, especially with senior level clients and an array of stakeholders, to include OCFO, Resource Managers, Mission PMs, OMB, ODNI, etc.
A self-starter and problem-solving mentality which includes the ability to research budget and accounting practices and standards to help solve complex problems in compliance with laws and regulations
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend
About Guidehouse:
Guidehouse is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
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Automotive Finance Director - F&I Director
Senior Finance Analyst Job 7 miles from Annandale
Here at Rosenthal Automotive, we care for our employees as much as our customers. At our company, we are committed to helping you G.R.O.W. (Guidance. Respect. Opportunity. Worth)
We are looking to grow our company and we need you to help us. We are currently hiring Finance and Insurance Directors for several of our dealerships. If you are a F&I manager that is process oriented and skilled in compliance, you could be the right fit for this role; please apply today!
Finance Director Benefits:
$125,000-$175,000+ Annual income potential- based on performance and experience
$25,000 - $40,000+ Additional bonus for Finance Department performance
Semi-annual longevity bonus $5,000 - $12,000+
Minimum guarantee for a 3 month training period
Finance Director experience preferred but not necessary
Finance Manager with 2 or more years of experience encouraged to apply
Great culture within an innovative company
Training and support to assist you in achieving your goals
Paid time off and 401k
Medical, Dental, Vision, Short and Long-term disability, and Life Insurance
Employee discounts on vehicle sales, parts, and service
Career advancement opportunities
Finance Director Responsibilities:
Secure the sale of the vehicle.
Treat every client in a courteous, professional manner.
Learn and adhere to the Rosenthal Automotive Policies and Procedures.
Manage, train, and motivate the F&I manager team.
Maintain (or exceed!) minimum acceptable standards with regards to the sale of F&I products and financing. These standards are defined by both income levels as well as penetration levels.
Establish and maintain good working relationships with several lending sources.
Submit all paperwork to and obtain approval from finance sources on all finance deals.
Finalize all paperwork accurately and submit in a timely manner to the accounting department.
Understand manufacturer's programs, special rates, rebates, and incentives which are ever evolving.
Acquire and maintain required insurance licenses and specific manufacturer certification.
Attend and participate in sales meetings.
Instruct salespeople in proper endorsement of F&I products and dealership financing.
Assist in any customer claims on any of the F&I products and follow up to make sure that claim is resolved in a satisfactory manner.
Set up monthly forecasting in conjunction with the sales department forecasting. Use the forecast to establish monthly objectives. Meet those monthly objectives.
Collect and safeguard all money and fees required in the transactions
Finance Director Qualifications:
Finance Director experience preferred but not necessary
Finance Manager with 2 or more years of experience encouraged to apply
An enthusiastic, motivated, and energetic person who has a personal determination to overcome possible objections while providing an outstanding customer experience
Professional personal appearance
Excellent written and oral communication abilities
Process and detail oriented with developed organizational skills
Confident in ability to work under pressure and prioritize
Our company is a family owned and operated business, so we know what it takes to grow a company from the ground up. Unlike other employers, we aren't so focused on what you've done, but what you can achieve.
Please submit your resume for immediate consideration.
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Financial Analyst
Senior Finance Analyst 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.
Director of Financial Planning and Analysis
Senior Finance Analyst Job 8 miles from Annandale
! SQFI is Hiring a Director, SQFI Financial Planning & Analysis
(Hybrid Role)
Do you have a knack for financial management, data analysis, and strategic decision-making? If so, this might be the perfect role for you.
Quick Snapshot: In this role, you will oversee financial management for the SQFI program, ensuring that budgets align with strategic goals. You'll manage financial reporting, vendor contracts, and business analysis to optimize performance and guide our decision-making.
What You'll Do in This Role:
Financial Management & Budgeting - Develop and manage the SQFI budget to maximize revenue, achieve financial targets, and identify cost-saving opportunities.
Strategic Business Partnerships - Oversee relationships with certification bodies, training centers, accreditation bodies, legal counsel, and vendors while collaborating on domestic and international financial strategies.
Business Analysis & Optimization - Conduct market and business process analysis, interpret financial data, and develop actionable strategies for continuous improvement.
Reporting & Performance Metrics - Create financial models, scorecards, and data-driven reports that highlight trends, measure success, and support strategic planning.
Cross-Functional Leadership - Act as a liaison between departments, leading projects that drive financial outcomes and fostering collaboration across teams.
Process Improvement & Communication - Streamline operations, ensure data integrity, and effectively communicate findings through reports, presentations, and stakeholder meetings.
Education and Skills That You'll Need to Be Successful:
An MBA and/or a bachelor's degree in business, finance, accounting, or a related field.
Seven to ten years of relevant experience at the management level.
Experience preparing and managing budgets, with a strong understanding of accounting principles.
Proficiency in financial modeling, data analytics, and market analysis.
An ability to understand and use database software to process and maintain information.
Strong problem-solving, conflict resolution, negotiation, and commercial management skills.
Ability to communicate financial insights clearly to both technical and non-technical audiences.
Experience creating detailed reports and giving presentations.
Experience managing vendor contracts and third-party business relationships.
International Institute of Business Analysis (IIBA) certification is a plus.
Why FMI and SQFI? At FMI, we are the champions for the food industry and the issues that make a difference to our members in the food industry. Our work touches the lives of over 100 million households in the U.S. and representing an $800 billion industry with nearly 6 million employees. As part of FMI, our Safe Quality Food Institute (SQFI) is a thriving global food safety and quality program (currently in 40 countries across 6 continents) that is recognized by food retailers, brand owners, and food service providers world-wide. The SQFI team is fun, collaborative, dedicated, and experienced.
Our Benefits: We offer a generous benefits package that includes health benefits, 401(k), 11 paid holidays, paid leave benefits, a summer hours program allowing you to work only half days on Fridays during the summer, volunteer opportunities (if you want to give back to your community), the chance to join our employee wellness group and much more!
This position only requires you to be in the Arlington office for a minimum of two full days per week.
Apply Now: If you have a strong financial acumen and enjoy using data to drive strategic business decisions, we encourage you to apply.
Learn more about SQFI at ************ and FMI at ************
#FinancialManagement #FinancialModeling #financialplanning #BusinessAnalysis #BusinessAnalyst #Scorecard #BusinessMetrics #DataDriven #StrategicPlanning #Budgeting #MBA #IIBA #HybridWork #SQFI #FMI #FoodIndustry
FMI is an Equal Opportunity Employer.
Associate Financial Systems Analyst
Senior Finance Analyst Job 32 miles from Annandale
Learn and take work direction and guidance from Senior and Principal Financial System Analysts, in addition to Manager. Become fluent in use, maintenance, and configuration of multiple financial and related applications. Assist with approval, compliance and use of service contracts entered in Voyager. Provide end user support and issue resolution, especially with Marketplace, purchase orders, service contracts and related approvals. Assist with purchasing reporting needs, to include periodic Operations statistics. Assist with control performance and audit related requests. Expand knowledge and gain experience in system administrative functions. Department or company-wide system projects and initiatives, as necessary.
ESSENTIAL FUNCTIONS:
Partner with Financial Systems Analysts and Manager, to expand knowledge on use, maintenance, and configuration of financial and related applications.
Create, maintain, or follow procedure documents on each of the areas of responsibility.
Perform some system administration functions in applications where there is not a conflict with other approval responsibilities or controls.
Assist with data gathering, documentation, testing, presentations, training, or other preparations, as necessary.
Once a comfort level is reached with understanding processes, offer suggestions for improvements or efficiencies, including method to achieve desired outcome.
Provide guidance to initiators and other approvers to ensure their review, attachments and entries meet Delegation of Authority and internal control requirements.
Assist with use and payment of approved service contracts.
Research and suggest opportunities for improvements to the process.
Assist with department, application, or company-wide system projects.
Thoroughly document all testing, progress, issues, and other items that may need to be reviewed, re-created, researched, or audited.
Assist with development of design and configuration documents, process guides and control language, as necessary.
Gain a level of understanding of processes and applications to be able to communicate related questions or issues to internal or external parties such as Yardi support.
Provide necessary details, screenshots, and support to accurately and completely explain the issue or question.
Track responses to ensure timeliness or determine if escalation is needed.
Assist with performance, monitoring and documentation of controls key owned by the Financial Systems team.
Maintain support and documentation required to evidence performance of controls.
Assist with fulfilling internal and external requests for control and audit related data or support.
SECONDARY RESPONSIBILITIES:
Perform other job-related duties as assigned.
Cross functional training within group to provide backup support for department members.
QUALIFICATIONS:
Education - Bachelor's degree in Finance or other related field.
Further Training - Teamwork and project deadlines; especially system related.
Professional Experience -
2+ years demonstrated experience with multiple financial systems. Degree, courses, or experience in related discipline desirable.
Demonstrated ability to analyze processes, identify areas for improvement and implement improvements. Solutions driven.
Focused on improving end user experience; matching needs to technology.
Computer Skills -
PC proficiency to include but not limited to Microsoft Office applications (Word, Excel, Outlook, etc.).
Intermediate knowledge and experience with Microsoft Excel.
Experience with Yardi Voyager, Elevate, Argus, Kahua or similar desirable.
Ability to adapt to new or changing software programs.
Mobility - N/A
Other Requirements -
Demonstrated ability to organize and prioritize multiple tasks simultaneously with good judgement.
Critical thinking and ability to understand business needs to facilitate a solution proposal.
Senior Accountant
Senior Finance Analyst Job 35 miles from Annandale
About the Company:
This fast-growing organization within the building materials industry is committed to maintaining financial integrity, operational excellence, and delivering top-tier products to its customers. With a collaborative and team-focused culture, the company promotes an environment that empowers employees to take ownership of their roles, contribute meaningfully, and grow professionally. This is an exciting opportunity to be part of a forward-thinking company with strong potential for long-term success.
The Opportunity:
We are seeking a Senior Accountant to join a dynamic team and help drive the company's financial success. This position plays a critical role in managing financial operations using Spruce software to ensure accuracy, compliance, and operational efficiency. As a Senior Accountant, you will handle financial reporting, budgeting, forecasting, and process optimization, while supporting key initiatives that align with the company's business objectives. This is an ideal role for someone who thrives in a fast-paced, growth-oriented environment and is eager to make an impact.
Benefits and Compensation:
Competitive salary based on experience
Comprehensive health and dental insurance options
401k plan with company match
Paid vacation and holidays
Opportunities for professional development and growth
Supportive, collaborative company culture