Financial Operations Automation Associate Rose Financial Solutions LLCFinancial Operations Automation AssociateNorth Bethesda, MDFull timeYour responsibilities vary based on your assigned department and clients, but are likely to include: Assist with routine financial process tasks such as data entry, reconciliations, quality checks, and updating schedules or trackers, Support the maintenance of financial workflows by ensuring data accuracy and flagging inconsistencies, Help document current workflows and maintain up-to-date process guides, Assist with building or updating simple automated workflows under the guidance of senior team members, Help test automations for accuracy and functionality, Monitor workflow performance (e.g., success/failure notifications) and escalate issues when needed, Learn and support basic functions within financial systems (ERP, billing systems, CRM integrations)., Help with user acceptance testing when system changes or upgrades occur, Maintain logs of system issues, improvements, and resolutions, Assist in preparing recurring reports by collecting data, verifying numbers, and formatting outputs, Update dashboards and templates as directed by the Finance Operations and Transformations and Product teams, Perform basic trend reviews and flag unusual variances for review, Respond to internal inquiries related to financial processes or documentation, Coordinate with team members across Finance, Operations, and IT to gather information or support small automation tasks, Participate in process improvement meetings and contribute observations from daily work, Other ad-hoc tasks as assigned.
Senior Financial Consultant (Georgia Avenue/Olney) Atlantic Union Bankshares CorpSenior Financial Consultant (Georgia Avenue/Olney)Olney, MDAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)Bethesda, MDAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Senior Financial Consultant--Wealth Management (Annapolis) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Annapolis)Annapolis, MDAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Financial Program Advisor U.S. Department of JusticeFinancial Program AdvisorWashington, DC$143,913–$187,093 / yearResume - All Applicants: You must submit a resume (a two page or less resume is required) containing the following pieces of information for each job entry listed in your employment history: Official position title, Employer name and contact information, Start and end dates (including month and year), Indicate full-time or number of hours worked per week if part-time, and. The duties and responsibilities for a Financial Program Advisor, GS-0501-14 generally include, but are not limited to, the following: Responsible for developing, implementing, and maintaining programs regarding personnel security, information security, physical security, litigation security, and emergency preparedness planning.
Financial Data and Analytics Manager Jensen HughesFinancial Data and Analytics ManagerColumbia, Maryland$95,200–$142,800 / yearToday, our expertise extends broadly across closely related security and risk-based fields – from accessibility consulting and risk analysis to process safety, forensic investigations, security risk consulting, emergency management, digital innovation and more. Proven ability to own analytics workstreams end-to-end, including data sourcing, data engineering, big data integration, data conditioning, and development of scalable data models that support executive-level insights beyond dashboard visualization.
Senior Auditor - Federal Financial Statements - Hybrid Williams AdleySenior Auditor - Federal Financial Statements - HybridWashington, DCFull timeWith professional and leadership development opportunities including in-house training, paid training and certificate assistance programs, tuition reimbursement, mentoring, professional membership/subscription dues, and professional development opportunities, you can chart a unique and fulfilling career path on your terms. Successful candidates will be invited to participate in our interview process, which may include video or in-person interviews, panel interviews, one-on-one interviews, lunch meetings, partner interviews, cognitive and/or behavioral assessments, and completion of our formal application.
Senior Financial Analyst Brown AdvisorySenior Financial AnalystBaltimore, MD$95,000–$115,000 / yearApplicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramBaltimore, Maryland$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Consultant (Workplace Investors) T. Rowe PriceFinancial Consultant (Workplace Investors)Owings Mills, MarylandAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes.
["Senior Wealth Advisor SAFE Act - DMV Market","Senior Wealth Advisor SAFE Act - DMV Market"] Citi["Senior Wealth Advisor SAFE Act - DMV Market","Senior Wealth Advisor SAFE Act - DMV Market"]BethesdaAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Education Strategic Planning Specialist, II (GS1292867) Global Science & Technology, Inc.Education Strategic Planning Specialist, II (GS1292867)Silver Spring, MD$90,000–$110,000 / yearOur offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care for full-time employees working 30-plus hours per week. GST, LLC. is seeking anEducation Strategic Planning Specialist (II) will support the NOAA Education Council / Inter- and Intra-Agency Education Coordination.
Financial Consultant Selby Jennings LtdFinancial ConsultantWashington, DCThis position is ideal for a consultative professional with strong analytical capabilities, experience working with self-funded and fully insured health plans, and the ability to serve as a trusted advisor to clients. They are seeking a Senior Financial Consultant to support and lead financial consulting engagements for municipalities, counties, school districts, special districts, and other public sector entities.
Market Leader, Wealth & Investment Management United Bank, Inc.Market Leader, Wealth & Investment ManagementBethesda, MD$165,818–$290,182 / yearJOB SUMMARY: The Market Leader's role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as managing complex fiduciary accounts and relationships. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.
General Manager Jose Andres GroupGeneral ManagerWashington, DC$120,000–$130,000 / yearThe General Manager (GM) is the business owner of the restaurant-responsible for strategic leadership, financial performance, operational excellence, and a culture that delivers remarkable hospitality every day. José Andrés Group (JAG) is a hospitality company led by Chef José Andrés, known for outstanding guest experiences, innovation, and a values-driven culture.
Senior Portfolio Strategist Vanguard GroupSenior Portfolio StrategistSeverna Park, MDExcellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients.
NewFinancial Advisor - Hunt Valley Lenox AdvisorsFinancial Advisor - Hunt ValleyHunt Valley, MD$100,000–$1,000,000 / yearWe help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.
NewFinancial Advisor - Los Angeles Lenox AdvisorsFinancial Advisor - Los AngelesHunt Valley, MD$100,000–$1,000,000 / yearWe help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.
International Convention Planning Intern BBYO IncInternational Convention Planning InternWashington, DCYou'll build highly transferable skills in data management, organization, problem-solving, and teamwork as well as professional skills in communication, collaboration, and cross-departmental project work - all while contributing to the success of one of the largest and most impactful experiences for Jewish teens worldwide. We support over 600 local, teen-led local chapters across more than 50 countries, at more than 100-weekend retreats during the school year and across a rapidly growing suite of global exchanges, campaigns, and movement initiatives all year round.
Expert Consultant, CFO Excellence Boston Consulting Group IncExpert Consultant, CFO ExcellenceWashington, DCProven experience working on finance transformation programs including: operating model redesign, process re-engineering, technology enablement, shared services, finance technology, budgeting, management reporting and Business Intelligence, core accounting, tax, treasury, internal audit, AI and machine learning. We deliver analytic approaches that allow senior management to effectively deal with challenges such as generating growth, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today.