Financial Services Jobs in Vienna, VA

p>Peraton offers enhanced benefits to employees working on this critical National Security program, which include heavily subsidized employee benefits coverage for you and your dependents, 25 days of PTO accrued annually up to a generous PTO cap and eligible to participate in an attractive bonus plan. Collaborate with the customer in the development and evaluation of fiscal program builds for both internal components and IC-wide Programs.• Devise effective methods to track spending, execution, commitments, obligations, and expenses for the component.•

Moreover, Financial Services Budget Formulation & Execution Analyst assumes a crucial role as a key liaison between various government stakeholders, fostering clear communication and collaboration to ensure the alignment of financial plans with organizational priorities. Tasked with the intricate responsibility of developing, formulation, executing, and meticulously monitoring budgets, the candidate will play a crucial role in ensuring the optimal allocation of financial resources.

p>This leader serves as the single accountable capture owner for major and very large ($25M–$100M+) FFS pursuits, integrating customer engagement, competitive intelligence, solution shaping, teaming, pricing strategy, and proposal execution to deliver compliant, compelling, and operationally credible solutions aligned to federal financial missions and outcomes.

The Pinnacle Growth Capture Leader for the Federal Financial Services (FFS) practice is responsible for shaping, leading, and winning large, complex capture efforts across federal financial management, grants management, revenue, improper payments, financial systems modernization, audit readiness, and regulatory financial operations.

p>Ultimately, this role requires a dynamic individual who can navigate the financial intricacies of the Office of the Director of National Intelligence and the IC; contribute strategically to budget formulation objectives and goals of the organization; and collaborate effectively to ensure the financial resilience and success of the Intelligence Planning, Programming, Budget, and Execution Process.

Job Description:

The Financial Services Budget Formulation Analyst assumes a pivotal role within the customer's organization, playing a critical and multifaceted part in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE).

p>Moreover, the Financial Services Budget Execution Analyst assumes a crucial role as a key liaison between various government stakeholders, fostering clear communication and collaboration to ensure the alignment of financial plans with organizational priorities. Tasked with the intricate responsibility of developing, executing, and meticulously monitoring budgets, the candidate will play a crucial role in ensuring the optimal allocation of financial resources.

p>Ultimately, this role requires a dynamic individual who can navigate the financial intricacies of the Office of the Director of National Intelligence and the IC; contribute strategically to budget formulation objectives and goals of the organization; and collaborate effectively to ensure the financial resilience and success of the Intelligence Planning, Programming, Budget, and Execution Process.

The Financial Services Budget Formulation Analyst assumes a pivotal role within the customer's organization, playing a critical and multifaceted part in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE).

Ultimately, this role requires a dynamic individual who can navigate the financial intricacies of the Office of the Director of National Intelligence and the IC; contribute strategically to budget formulation objectives and goals of the organization; and collaborate effectively to ensure the financial resilience and success of the Intelligence Planning, Programming, Budget, and Execution Process. Overview:

The Financial Services Budget Formulation Analyst assumes a pivotal role within the customer’s organization, playing a critical and multifaceted part in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE).

Peraton offers enhanced benefits to employees working on this critical National Security program, which include heavily subsidized employee benefits coverage for you and your dependents, 25 days of PTO accrued annually up to a generous PTO cap and eligible to participate in an attractive bonus plan. A minimum of 7-10 years working in government budgeting of which 3-5 years must be within the Intelligence Community.• Proven expertise of government budget formulation activities and adept familiarity with the intricacies of the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE).

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Strong computer skills with an ability to multitask in a demanding environment • Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses • Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus, Oral Communications, Active Listening, Attention to Detail, Client Solutions Advisory, Issue Management, Pipeline Management, Causation Analysis, Client Management, Policies, Procedures, and Guidelines, Risk Management, Written Communications.

p>We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.

• Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.

Examples of specialized experience would typically include, but are not limited to:

• Utilizing VA Accounting Systems related to Veterans Health Information System Technology Architecture (VISTA), the automated Financial Management System (FMS), VHA Support Services Center (VSSC), 4Cast, PAID, Pyramid, Microsoft Office products (Access, Excel, PowerPoint), share points, etc. Information about ICTAP and CTAP eligibility is on OPMs Career Transition Resources website at http://www.opm.gov/policy-data-oversight/workforce-restructuring/employee-guide-to-career-transition/.

Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.