Current jobs related to Financial Services Professional - Vienna, Virginia - Tandym Group


  • Vienna, Virginia, United States VLP Financial Advisors, Inc Full time

    Job SummaryVLP Financial Advisors, Inc. is seeking a highly skilled Financial Services Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our clients and advisors.Key Responsibilities:Client and Advisor Support: Providing account information to clients and...


  • Vienna, Virginia, United States New York Life Full time

    About the RoleWe are seeking a talented and motivated individual to join our team as a Financial Professional. As a key member of our organization, you will play a critical role in helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...


  • Vienna, Virginia, United States Veritas Financial Service LLC Full time

    Job Summary: We are seeking a highly skilled Financial Planning and Investments Manager to join our team at Veritas Financial Service LLC. This role is responsible for synchronizing all aspects of the fee-based financial planning process, managing investment research, and overseeing the firm's investment decisions.Key Responsibilities:Financial Planning:...


  • Vienna, West Virginia, United States Sandy Spring Bancorp Full time

    About UsRembert Pendleton Jackson is a leading investment advisory firm offering a wide range of services to individual and institutional investors. With a strong presence in Falls Church, Virginia, and a network spanning over 45 states, we have been serving individual clients since 1974 and non-profit organizations since 1994.Our team of experienced...


  • Vienna, Virginia, United States Sandy Spring Bancorp Full time

    About the Job:We are seeking a skilled Relationship Manager to join our team at Sandy Spring Bancorp. As a key member of our investment advisory services team, you will be responsible for providing exceptional client service, developing new business opportunities, and promoting the growth and profitability of our firm.Key Responsibilities:• Develop and...


  • Vienna, Virginia, United States Primary Recruiting Services Full time

    Job Summary:We are seeking a highly skilled Senior Accountant to join our team at Primary Recruiting Services. As a Senior Accountant, you will be responsible for managing multiple properties and clients, maintaining accurate accounts, and preparing financial statements.Key Responsibilities:• Maintain accurate accounts for multiple properties across...

  • IT Professional

    4 weeks ago


    Vienna, Virginia, United States ALTA IT Services Full time

    Job Title: IT ProfessionalJob Summary:ALTA IT Services is seeking an IT Professional to join our team. The successful candidate will be responsible for Desktop Governance and Compliance Operations. The role is a multiyear contract with open pay rate options.Key Responsibilities: Ensure desktop governance and compliance operations are in place and functioning...


  • Vienna, Virginia, United States PNC Financial Services Group, Inc. Full time

    Job DescriptionPNC Financial Services Group, Inc. is seeking a highly skilled Product Manager Senior - Credit Line to join our team. As a key member of our Retail Lending organization, you will be responsible for driving business and financial results through the selection, design, development, and promotion of new and existing products or experiences.Key...


  • Vienna, Virginia, United States TPI Group Inc Full time

    Job OverviewWe are seeking a highly skilled Financial Reporting Specialist to prepare and analyze financial records for our company.Key Responsibilities:Prepare and examine accounting records, financial statements, and other financial reportsEfficiently manage QuickBooks online and desktopMaintain General LedgerPrepare tax returnsDevelop and prepare...


  • Vienna, Virginia, United States Baker Tilly US, LLP Full time

    Job Title: Manager, Federal Accounting and Financial AdvisoryBaker Tilly US, LLP is seeking a highly skilled Manager to join our Federal CFO Advisory practice. As a Manager, you will lead teams of professionals in providing financial management, complex accounting, and audit readiness services to federal agencies.Responsibilities:Supervise and lead teams in...


  • Vienna, Virginia, United States Marriott Full time

    Job SummaryAs a Financial Data Specialist at Marriott, you will be responsible for ensuring the accuracy of financial records and data. This includes checking figures, postings, and documents for accuracy, as well as organizing and maintaining all files, records, and cash equivalents in accordance with company policies and procedures.Key Responsibilities...


  • Vienna, Virginia, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors work with high-net worth clients in a Merrill branch, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.Key ResponsibilitiesLeverage technology to achieve business growth...


  • Vienna, Virginia, United States Pipaya Full time

    Job OpportunityPipaya, a specialty M&A consulting firm, is seeking talented interns to gain experience in mergers and acquisitions, financial due diligence, and accounting advisory services. Our internship program provides a mix of training and client service projects, allowing you to develop your skills and knowledge in a fast-paced and dynamic...


  • Vienna, Virginia, United States EdgeTS Full time

    Job Title: Senior Accounting ProfessionalEdgeTS is seeking a highly skilled Senior Accounting Professional to join our team.Responsibilities:Perform accounting activities, including review and analysis of financial statements, ledgers, reconciliations, and associated accounts.Conduct monthly close activities, reviewing and monitoring entries to the Trial...


  • Vienna, Virginia, United States GSSR Inc Full time

    Job OverviewWe are seeking a highly skilled Oracle Fusion Financials Engineer to join our team at GSSR Inc. The ideal candidate will have extensive experience with Oracle Applications, particularly Oracle Cloud Fusion Financials and Oracle Integration Cloud, and Cloud Infrastructure/Solutions.The successful candidate will be responsible for designing,...


  • Vienna, Virginia, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you will work closely with clients to understand their needs, develop personalized investment strategies, and provide tailored advice to help them achieve their objectives.Key...


  • Vienna, West Virginia, United States Sandy Spring Bancorp Full time

    About the JobWe are seeking a skilled Relationship Manager to join our team at Rembert Pendleton Jackson. As a key member of our advisory staff, you will be responsible for providing exceptional client service, developing new business opportunities, and promoting the growth and profitability of our firm.Key ResponsibilitiesRelationship Management: As the...

  • Finance Professional

    4 weeks ago


    Vienna, Virginia, United States NuAxis Full time

    As a key member of the NuAxis team, the Junior Finance Analyst will play a pivotal role in supporting multiple functional areas, including financial reporting and analysis, cost and pricing development, and contract performance.Key Responsibilities:Support financial reporting and analysis to inform business decisionsDevelop and maintain cost and pricing...


  • Vienna, West Virginia, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We believe trust comes from transparency. Our advisory teams are equipped...


  • Vienna, West Virginia, United States TEKsystems Full time

    Job Title: Financial Intelligence Analyst - CTRTEKsystems is seeking a Financial Intelligence Analyst - CTR to join our team. As a Financial Intelligence Analyst - CTR, you will be responsible for performing research and analysis of company account activity specifically related to currency transactions over $10,000 and filing timely reports with FinCEN as...

Financial Services Professional

4 weeks ago


Vienna, Virginia, United States Tandym Group Full time

Job Title: Financial Services Professional

Job Summary: We are seeking a highly motivated Financial Services Professional to join our team at Tandym Group. The ideal candidate will have a strong background in accounting and financial analysis, with experience in preparing bank reconciliations, posting revenue and expense accruals, and reconciling general ledger accounts.

Responsibilities:

  • Prepare bank reconciliations for global multi-currency bank accounts
  • Post revenue and expense accruals
  • Reconcile general ledger accounts, prepare analysis and complete other monthly general ledger closing procedures within the 3-day close time period
  • Utilize general ledger accounting and reporting software to prepare monthly and quarterly management reports, including assets under management
  • Run fixed asset depreciation
  • Provide assistance with internal or external audit requirements

Qualifications:

  • 2+ years of Public Accounting experience
  • Bachelor's Degree in Accounting
  • Familiarity with Accounting software
  • Solid analytical skills
  • Great interpersonal and communication skills

Desired Skills:

  • Certified Public Accountant (CPA)
  • Financial industry experience
  • Experience with Mergers & Acquisitions