Senior Financial Services Consultant

2 weeks ago


Reston, Virginia, United States Cordia Resources by Cherry Bekaert Full time

Job Title: Senior Financial Services Consultant

Job Summary:

Cordia Resources by Cherry Bekaert is seeking a Senior Financial Services Consultant to join their dynamic team. As a key member of the team, you will be responsible for managing a portfolio of clients, providing financial guidance, and developing strategies to improve their financial performance.

Key Responsibilities:

  • Manage a portfolio of 40 – 70 clients, providing functional support from a Treasury and Credit Analyst.
  • Collaborate with clients to understand their long-term goals and develop financial projections to support their growth and success.
  • Maintain strong relationships with clients, providing regular updates on financial performance and recommendations for improvement.
  • Develop and implement financial strategies to improve clients' financial performance, including cost-saving measures, cash flow optimization, and revenue growth initiatives.
  • Assist clients with financial management, including financial reporting, and compliance with government regulations.
  • Conduct comprehensive financial analysis to understand clients' business operations, goals, and challenges.
  • Provide guidance on financial planning and budgeting, including forecasting, financial modeling, and scenario analysis.

Requirements:

  • Bachelor's degree in Finance, Accounting, or Economics.
  • A minimum of 5 years of related experience, preferably in leveraged finance.
  • A minimum of 2 years of experience managing a team / in a supervisor role.
  • CPA, CFA, or other relevant industry certification(s).
  • Strong analytical and problem-solving skills, with the ability to understand complex financial data and develop creative solutions.

About Cordia Resources by Cherry Bekaert:

Cordia Resources by Cherry Bekaert is a thriving player in the Financial Services industry, with a strong emphasis on accountability and collaboration. We offer an alternative to traditional banking and nurture a consulting-like culture.



  • Reston, Virginia, United States Baystate Financial Full time

    Company OverviewBaystate Financial is a renowned financial services firm with a rich history dating back to 1901. Headquartered in Boston, MA, and operating 16 offices throughout New England, we specialize in providing comprehensive financial solutions to individuals and businesses.Role SummaryThis is a full-time hybrid position for a Senior Financial...


  • Reston, Virginia, United States Shoemaker Financial Full time

    About UsAt Shoemaker Financial, we're dedicated to helping our clients achieve their financial goals. As a Financial Advisor, you'll play a key role in providing customized solutions to our clients, assessing their needs, and developing strategies to help them succeed.What You'll DoYou'll work closely with our team to:Assess clients' financial situations and...


  • Reston, Virginia, United States Baystate Financial Full time

    About Baystate FinancialBaystate Financial is a leading financial services company dedicated to helping clients achieve financial clarity, leverage, and independence. With a strong focus on collaborative culture and personal development, the company has been serving clients since 1901.Role OverviewThis is a full-time hybrid role for a Senior Financial...

  • Financial Consultant

    3 weeks ago


    Reston, Virginia, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Financial Consultant Job DescriptionMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Financial Consultant to join their team. As a Financial Consultant, you will be responsible for building relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies.Key...


  • Reston, Virginia, United States Navy Federal Credit Union Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Services Consultant to join our team at Navy Federal Credit Union. As a Financial Services Consultant, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesAdminister and...


  • Reston, Virginia, United States Navy Federal Credit Union Full time

    Job SummaryNavy Federal Credit Union is seeking a highly skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesAdminister and document account activity...


  • Reston, Virginia, United States SNI Financial Full time

    Senior Financial Analyst OpportunitySNI Financial is partnering with a leading corporation to fill a Senior Financial Analyst position on their growing team.This role offers a flexible hybrid work schedule, a comprehensive benefits package, and a generous PTO policy (over 30 days off per year). You will have the opportunity to work with a dynamic team...


  • Reston, Virginia, United States Atria Wealth Solutions Full time

    Job Title: Financial Advisor IAt Atria Wealth Solutions, we are seeking a highly motivated and experienced Financial Advisor I to join our team. As a Financial Advisor I, you will be responsible for providing exceptional financial consulting services to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Administer and...


  • Reston, Virginia, United States Livictus Financial Services Full time

    Join Our Team as a Financial AdvisorLivictus Financial Services is a dynamic and growing financial services firm seeking an experienced Financial Advisor to join our team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, providing personalized financial planning and wealth management...


  • Reston, Virginia, United States Bull Run Investment Management Full time

    About UsBull Run Investment Management is a dynamic and rapidly growing wealth management firm that prides itself on offering innovative, in-house proprietary management services with a focus on high-growth public equities in the software and technology sectors. Our team is dedicated to generating superior returns for our clients and providing a...


  • Reston, Virginia, United States Certified Financial Services Full time

    About UsCertified Financial Services is a leading provider of innovative financial solutions, dedicated to helping clients achieve financial confidence and prosperity.Job SummaryWe are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with clients to provide personalized financial planning, investment...


  • Reston, Virginia, United States Cardone Ventures Full time

    Job Title: Senior Finance ConsultantAbout the Role:We are seeking a highly skilled Senior Finance Consultant to join our team at Cardone Ventures. As a Senior Finance Consultant, you will play a key role in helping our clients achieve their financial goals by providing expert financial guidance and support.Key Responsibilities:Conduct financial analysis and...


  • Reston, Virginia, United States TransUnion Risk and Alternative Data Solutions Full time

    About the RoleTransUnion Risk and Alternative Data Solutions is seeking a highly skilled Financial Services Research Consultant to join our team. As a key member of our analytics team, you will be responsible for conducting in-depth research and analysis to drive business growth and innovation in the financial services industry.Key ResponsibilitiesConduct...


  • Reston, Virginia, United States TransUnion Risk and Alternative Data Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Services Research Consultant to join our team at TransUnion Risk and Alternative Data Solutions. As a key member of our analytics team, you will be responsible for conducting in-depth research and analysis to drive business growth and innovation in the financial services industry.Key...


  • Reston, Virginia, United States Cardone Ventures Full time

    Job Title: Senior Finance ConsultantJob Summary:We are seeking a highly skilled Senior Finance Consultant to join our team at Cardone Ventures. As a Senior Finance Consultant, you will be responsible for reviewing financial reports, monitoring accounts, and preparing activity reports and financial forecasts for our clients. You will also investigate ways to...


  • Reston, Virginia, United States E78 Full time

    We are seeking a highly skilled Senior Tax professional to join our team at E78 Partners, a leading provider of finance, accounting and technology solutions for middle-market businesses and financial sponsors.About the RoleAs a Senior Tax professional, you will be responsible for preparing and reviewing individual, partnership, and corporate income tax...

  • Financial Analyst

    3 weeks ago


    Reston, Virginia, United States Blacklock Financial Full time

    Blacklock Financial is seeking a detail-oriented and analytical Cross-Functional Associate to join its team of experienced professionals. As a key member of the firm, you will have the opportunity to work on challenging and impactful projects, driving positive change and delivering measurable results for clients.Key Responsibilities:Transaction Analysis:...


  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Business Potential with Prudential AdvisorsWe are seeking experienced financial advisors to join our team and help them grow their business. As a senior financial advisor, you will have the opportunity to leverage our open architecture platform, competitive payouts, and practice building support to deliver an outstanding client experience.Our...


  • Reston, Virginia, United States Magellan Financial & Insurance Services, Inc. Full time

    {"title": "Executive Assistant", "description": "Financial Advisor Assistant at Magellan Financial & Insurance Services, Inc.Location: Not specifiedJob Type: In-office positionAbout Us: Magellan Financial & Insurance Services, Inc. is a forward-thinking organization that empowers advisors and consistently delivers exceptional service to our clients.The Role:...


  • Reston, Virginia, United States TransUnion Risk and Alternative Data Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Services Research Consultant to join our team at TransUnion Risk and Alternative Data Solutions. As a key member of our analytics team, you will be responsible for conducting in-depth research and analysis to drive business growth and innovation in the financial services industry.Key...