Financial Planning Expert
3 weeks ago
As a Financial Planning Expert at New York Life, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly skilled and motivated individual to join our team, who possesses excellent communication and analytical skills, and a passion for delivering exceptional customer service.
In this role, you will be responsible for:
- Create customized financial plans that meet each client's unique needs and objectives
- Develop and implement targeted marketing campaigns to attract new clients and grow our business
- Stay up-to-date on industry trends and regulatory changes to provide expert guidance and recommendations to clients
We offer a competitive salary range: $80,000 - $100,000+ at plan yearly, and a comprehensive benefits package, including medical, dental, and vision insurance.
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Financial Transactions Expert
2 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeKey Responsibilities:As a Financial Transactions Expert, you will play a key role in managing accounts payable processes for our client. Your responsibilities will include indexing invoices, conducting check runs using MRI software, and providing support to departments.You will also be required to complete ad-hoc tasks and projects as requested. Estimated...
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Financial Planning and Budget Director
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the Opportunity:We are seeking a highly skilled Financial Planning and Budget Director with experience in government contract accounting to join our team at Creative Financial Staffing.This is a full-time position that will require working from home on Mondays, Wednesdays, and Fridays, and in-office on Tuesdays and Thursdays in Bethesda, MD.The ideal...
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Chief Financial Planning Strategist
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the OpportunityThis Chief Financial Planning Strategist role is a dynamic opportunity at a well-established organization in the Washington DC area.Key Responsibilities:Develop and implement comprehensive financial planning, budgeting, and forecasting strategiesManage the annual budgeting process to ensure alignment with organizational goalsPrepare and...
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Strategic Financial Planning Director
1 month ago
Bethesda, Maryland, United States HMSHost Full timeAbout This Role:The Director of Financial Planning & Analysis will play a key role in creating strategic financial plans for HMSHost, providing critical business analysis for mergers and acquisitions, and managing a team of FP&A staff.Key Responsibilities:Develop and implement financial plans, forecasts, and budgeting processes.Provide analytical support for...
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Financial Solutions Expert
1 week ago
Bethesda, Maryland, United States Rapid Finance Full timeBecome a Financial Solutions Expert at Rapid FinanceWe're seeking a highly motivated and results-driven Business Advisor to join our team. As a Business Advisor, you'll be responsible for promoting and selling our financial products to new and existing clients, developing and maintaining strong relationships with our partners and clients, and analyzing...
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Financial Services Expert
3 weeks ago
Bethesda, Maryland, United States Platform Accounting Group Full timeAbout the PositionThis is an exciting opportunity for an experienced accountant to join our dynamic team as a Staff Accountant/Bookkeeper. In this role, you will be responsible for performing general accounting duties, including entering transactions, reconciling accounts, and proposing journal entries. Your strong analytical skills and expert use of...
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Senior Consultant
1 month ago
Bethesda, Maryland, United States National Financial Partners Corporation Full timeAt National Financial Partners Corporation, we're on a mission to deliver exceptional employee benefits solutions that drive business success. As our Senior Consultant - Employee Benefits Expert, you will play a vital role in leading our efforts to identify and implement innovative strategies that meet the evolving needs of our clients.Your key...
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Bethesda, Maryland, United States HMSHost Full timeFinancial Planning and Analysis Director Job in Bethesda, MDWe are seeking a highly skilled and experienced financial planning and analysis director to join our team at HMSHost. This role will be responsible for participating in the creation of the strategic financial plan of the organization and providing critical business analysis for mergers and...
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Expert Financial Services Manager
1 month ago
Bethesda, Maryland, United States Fidelity TalentSource LLC Full timeFidelity TalentSource LLC is seeking a highly skilled Expert Financial Services Manager to join our team. This role offers an estimated salary of $80,000 - $110,000 per year.About the RoleWe are looking for a seasoned professional with at least five years of experience in financial sales and management. As an Expert Financial Services Manager, you will...
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Strategic Financial Planning Specialist
2 weeks ago
Bethesda, Maryland, United States ZEMITEK LLC Full timeAbout the Role:The successful Strategic Financial Planning Specialist will work closely with internal and external stakeholders to develop and implement effective financial strategies. This includes managing the annual budget cycle, conducting financial analysis, and mentoring project management staff in financial management.
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Corporate Financial Planning Director
1 week ago
Bethesda, Maryland, United States HMSHost Full timeJob OverviewHMSHost is a leading provider of hospitality services in the travel industry, and we are seeking an experienced Corporate Financial Planning Director to join our team. This role will be responsible for participating in the creation of the strategic financial plan of the organization and providing critical business analysis for mergers and...
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Fiscal Financial Expert Leader
4 weeks ago
Bethesda, Maryland, United States DHL Holdings Corp Full timeAbout UsDLH Holdings Corp delivers improved health and national security readiness solutions for federal programs through science research and development, systems engineering and integration, and digital transformation. Our experts in public health, performance evaluation, and health operations solve complex problems faced by civilian and military customers...
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Financial Leadership Specialist
1 month ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeSports-fan/sports-minded professionals are encouraged to apply for a Senior Accountant role at a thriving and privately-held sports organization. With a passion for growth, our client offers a unique opportunity to shape this role as the company expands.CompensationThe estimated annual salary for this position is $85,000 - $110,000, depending on experience....
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Lead Budget Analyst and Financial Expert
4 weeks ago
Bethesda, Maryland, United States NTT DATA Full timeAbout the RoleWe are seeking a highly skilled Lead Budget Analyst and Financial Expert to join our team in Bethesda, Maryland. This is a part-time position that requires strong analytical skills, attention to detail, and excellent communication abilities.Job SummaryThe successful candidate will be responsible for supporting budget analysis and financial...
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Senior Financial Analyst
1 month ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeFinancial Leadership OpportunityWe are seeking a highly motivated Senior Accountant to join our team in driving business growth and financial success. As a key member of our accounting department, you will be responsible for taking ownership of revenue recognition, deferred revenue, and General Ledger activities, including month-end close and presenting...
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Real Estate Financial Modeling Expert
2 weeks ago
Bethesda, Maryland, United States FIRST WASHINGTON REALTY LLC Full timeAbout the JobAs a Real Estate Financial Modeling Expert at First Washington Realty LLC, you will play a critical role in supporting the quarterly consolidated portfolio valuation.Your responsibilities will include performing commercial retail & other real estate valuation and sensitivity analysis (Argus and Excel), analyzing cash flow projections and...
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Financial Services Professional
7 days ago
Bethesda, Maryland, United States Citizens Financial Group, Inc. Full timeAbout UsCitizens Financial Group, Inc. is a trusted financial partner dedicated to helping individuals and businesses achieve their financial goals.Key ResponsibilitiesIn this role, you will be responsible for:Greeting customers and responding to their inquiriesProviding assistance with banking services, including deposits, withdrawals, and account...
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Senior Financial Analyst Position
7 days ago
Bethesda, Maryland, United States ZEMITEK LLC Full timeJob Summary:We are looking for a skilled Senior Financial Analyst to provide expert financial support and guidance. The ideal candidate will have a strong background in financial planning, budgeting, and reporting.
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Accounting and Business Advisory Expert
7 days ago
Bethesda, Maryland, United States Councilor, Buchanan & Mitchell, P.C. Full timeWe are seeking a talented Accounting and Business Advisory Expert to join our team in Washington, DC. As a senior member of our accounting and business advisory department, you will be responsible for providing expert advice to clients on a range of financial matters.About the Job:Provide expert advice to clients on financial matters, including account...
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Senior Financial Director
1 week ago
Bethesda, Maryland, United States Landon School Full timeLandon School, a premier educational institution, seeks a highly experienced and strategic Senior Financial Director to lead its financial operations. The successful candidate will have at least 10 years of experience in managing finances for independent schools or non-profit organizations with significant budgets.Job OverviewThe Senior Financial Director...