Financial Planning Specialist

1 week ago

Washington, Washington, D.C., United States The Michelle Martin Group Full time

Job Title: Budget/Financial Analyst

Job Summary:

We are seeking a skilled Budget/Financial Analyst to join our team at The Michelle Martin Group. As a Budget/Financial Analyst, you will play a critical role in evaluating and solving business challenges, specifically in support of the Department of Homeland Security's law enforcement mission.

Key Responsibilities:

  • Analyze financial data and generate reports to assist senior executives in making informed decisions.
  • Develop analytical methods and tools to evaluate and integrate data from various sources to assess and recommend solutions to assigned problems.
  • Establish metrics and key performance indicators (KPIs) to assess the effectiveness of strategic initiatives.
  • Prepare and present reports on progress, performance, and outcomes to senior leadership and other stakeholders.
  • Monitor organizational spending to ensure it is within budget.
  • Prepare financial reports, internal management reports, and external regulatory reports.
  • Identify areas for performance improvements and more efficient business practices.
  • Provide monthly status reports of collections, costs, and anticipated carryover balances.
  • Conduct reconciliations of accounts and analyze data to ensure accurate billing.
  • Monitor disbursements and research problems to identify issues and recommend corrections.
  • Research complex accounting issues and errors to find solutions.
  • Generate ad-hoc reports for senior leadership summarizing budgetary status.

Requirements:

  • Minimum of two years' experience with Microsoft Excel.
  • Minimum of four years of proven experience as a consultant or support contractor.
  • Bachelor's degree in data analytics, business, or another relevant field.
  • Strong interpersonal skills and ability to work with and for our client understanding their needs.
  • Be a U.S. citizen able to pass a background investigation by the client agency.

About The Michelle Martin Group:

The Michelle Martin Group is a dynamic, minority and woman-owned staffing and recruiting company committed to delivering top-tier talent in highly specialized fields. We are committed to providing growth opportunities and fostering a culture where your expertise and leadership can shine.

  • Financial Planning Specialist

    2 weeks ago

    Washington, Washington, D.C., United States Equity Trustees Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Equity Trustees. As a key member of our team, you will play a crucial role in providing exceptional support services to our clients.Your primary focus will be on creating high-quality financial planning documents, including Statements of Advice and Records of...

  • Financial Planning Specialist

    4 days ago

    Washington, Washington, D.C., United States Addison Group Full time

    Job Summary: We are seeking a skilled Financial Planning Specialist to join our team at Addison Group. As a Financial Planning Specialist, you will be responsible for evaluating budget proposals and funding requests, collaborating with project managers to develop a budget, and conducting in-depth financial analysis to provide valuable insights into business...

  • Financial Services Specialist

    4 days ago

    Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing exceptional client service and support to our customers.Key ResponsibilitiesConsult with clients to understand their financial needs and goals.Develop and implement personalized...

  • Financial Planning and Management Reporting Specialist

    1 week ago

    Washington, Washington, D.C., United States Addison Group Full time

    Job Title: Financial Planning and Management Reporting SpecialistWe are seeking a highly skilled Financial Planning and Management Reporting Specialist to join our team at Addison Group. As a key member of our finance team, you will be responsible for providing financial planning and management reporting support to our clients.Key Responsibilities:Direct...

  • Financial Planning and Management Reporting Specialist

    4 weeks ago

    Washington, Washington, D.C., United States Addison Group Full time

    {"title": "Financial Planning and Management Reporting Specialist", "description": "Job SummaryWe are seeking a highly skilled Financial Planning and Management Reporting Specialist to join our team at Addison Group. As a key member of our finance team, you will be responsible for providing financial planning and management reporting support to our...

  • Financial Planning Advocate

    2 weeks ago

    Washington, Washington, D.C., United States Certified Financial Planner Board of Standards, Inc. Full time

    Job Title: Candidate AdvocateThe Certified Financial Planner Board of Standards, Inc. is seeking a highly motivated and customer-focused Candidate Advocate to support the growth of our certification program. As a key member of our team, you will play a critical role in ensuring candidates for CFP certification advance successfully through the certification...

  • Financial Planning Specialist

    1 day ago

    Washington, Washington, D.C., United States Integrity Management Solutions Full time

    Job OverviewIntegrity Management Solutions, LLC is seeking a highly skilled Financial Analyst to provide financial management and PPBE support to government clients.The ideal candidate will have demonstrated knowledge and experience in supporting DoD Planning, Programming, Budgeting and Execution (PPBE), with emphasis on program planning and analysis, budget...

  • Financial Planning Specialist

    4 weeks ago

    Washington, Washington, D.C., United States A Prentice Ray & Associates LLC Full time

    Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at A Prentice Ray & Associates LLC. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to senior management.Key Responsibilities:Financial Planning and Analysis: Prepare and submit procurement requests by...

  • Financial Planning Specialist

    5 days ago

    Washington, Washington, D.C., United States Addison Group Full time

    Budgeting and Financial Analysis RoleWe are seeking a skilled Financial Analyst to join our team at Addison Group for a 3-6 month contract position. The ideal candidate will have a strong background in budgeting and financial analysis, with experience in preparing financial statements, analyzing financial transactions, and managing spend plans.Key...

  • Financial Planning and Management Reporting Specialist

    4 days ago

    Washington, Washington, D.C., United States Addison Group Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Management Reporting Specialist to join our team at Addison Group. As a key member of our finance team, you will be responsible for providing financial planning and management reporting support to our clients.Key ResponsibilitiesDirect month-end financial processes, including invoice and...

  • Senior Financial Planning Specialist

    4 days ago

    Washington, Washington, D.C., United States OCT CONSULTING LLC Full time

    Financial Management ConsultantOCT Consulting LLC is seeking a highly skilled Financial Management Consultant to support the CISA Cybersecurity Division (CSD) in strengthening the security, resilience, and workforces of the cyber ecosystem.The ideal candidate will have a strong background in financial management and reporting, planning and analysis, and...

  • Senior Financial Planning Specialist

    4 days ago

    Washington, Washington, D.C., United States Addison Group Full time

    Job Summary:We are seeking a highly skilled Budget Financial Analyst to join our team at Addison Group. As a key member of our finance team, you will be responsible for preparing financial statements, analyzing financial transactions, and managing spend plans.Key Responsibilities:Develop and manage budgets, financial reports, and forecasts to provide...

  • Financial Planning and Analysis Director

    3 days ago

    Washington, Washington, D.C., United States Alvarez & Marsal Full time

    Join Our Team as a Financial Planning and Analysis DirectorAlvarez & Marsal's Financial Services Industry group is seeking a highly skilled Financial Planning and Analysis Director to partner with financial services firms and private investors to drive results, create value, and unlock business opportunities at every stage of their growth strategies.We...

  • Senior Financial Planning Specialist

    4 days ago

    Washington, Washington, D.C., United States Spectrum Careers Full time

    **About the Role**Spectrum Careers is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial insights and recommendations to support business decisions.**Key Responsibilities**Forecasting:Develop and maintain financial models to anticipate future revenue streams...

  • Financial Advisor

    4 days ago

    Washington, Washington, D.C., United States Citizens Financial Group, Inc. Full time

    Job SummaryCitizens Financial Group, Inc. is seeking a skilled Financial Advisor to join our team in Washington, DC. As a key member of our Private Client Financial Advisory team, you will be responsible for providing personalized wealth management services to high net worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive...

  • Strategic Communications Specialist

    1 week ago

    Washington, Washington, D.C., United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Job DescriptionAs a Strategic Communications Specialist at CFP Board, you will play a key role in developing and implementing a range of communications that promote the organization's mission and strategic priorities. This includes creating content for various stakeholders, such as CFP professionals, candidates for certification, education providers,...

  • Financial Planner

    1 month ago

    Washington, Washington, D.C., United States Prudential Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Advisor, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...

  • Financial Planning Analyst

    3 weeks ago

    Washington, Washington, D.C., United States Argo Group Full time

    Join Argo Group as a Financial Planning AnalystArgo Group is a leading specialty insurance company that values respect, equality, wellness, and opportunity. We're a dynamic organization that's agile and innovative, making a significant impact in our industry.Our flexible work environment is designed to ensure all employees feel comfortable bringing their...

  • Strategic Planning Specialist

    4 days ago

    Washington, Washington, D.C., United States iQuasar Full time

    Job SummaryiQuasar is seeking a highly skilled Strategic Planning Specialist to support our Federal Government client in the Washington, DC location. As a key member of our team, you will provide strategic planning of large projects or a significant segment of a strategic planning portion of a large complex project. Your expertise will be essential in...

  • Financial Specialist III

    1 week ago

    Washington, Washington, D.C., United States Graham Full time

    Job Title: Financial Specialist IIIJoin Graham's team as a Financial Specialist III, responsible for preparing accounting papers, schedules, and summaries. This role requires a strong understanding of accounting standards and policies, as well as excellent communication skills.Key Responsibilities:Prepare financial reports and analysesVerify accuracy of...