Financial Advisor
Nakupuna Companies
Functional Financial Management Subject Matter Expert (Sme)The Functional Financial Management Subject Matter Expert (SME) provides high-level advisory and analytical support for financial management support services. The Functional Financial Management SME brings deep domain knowledge and experience in financial processes, Oracle system expertise, resource planning, and strategic financial management. This position will support specific task orders requiring expert insight and is expected to engage directly with senior government stakeholders and integrated project teams.ResponsibilitiesThe following duties reflect management's definition of essential functions for this job but do not restrict the tasks that might be assigned. Management may assign additional duties and responsibilities at any time due to reasonable accommodation or other reasons:Provide subject matter expertise in Functional Financial Management, including financial management, technical staff and expertise to support missions related to the development, deployment, operations, and sustainment of the DoD or other federal agency program applications and related business processes.Lead or support the development of policy recommendations, operational strategies, and implementation plans.Conduct research and analysis to inform leadership decisions.Support the development of briefings, reports, and written products.Advise government clients on best practices, program risks, and operational impacts.Participate in working groups and integrated product teams (IPTs).Provide peer review and quality assurance for technical deliverables.QualificationsEducation and Experience:Minimum 10 years of progressively responsible experience in the following areas:Experience leading functional project teams to analyze and support the functional/technical design and implementation of program architecture to meet program needs.Experience providing financial management and Oracle system expertise, or similar expertise to support a dedicated test function responsible for reviewing, scheduling, executing, and reporting on integrated and regression testing.Experience utilizing tools and evolving technologies to assist with building and analyzing financial or other data to optimize solutions and ensure scalability for tasks assigned.Experience maintaining an Agile Systems Requirements Traceability Matrix (RTM).Experience participating in Qualification Test and Evaluation (QT&E) Process and deliver test results and analysis as required for failed and incomplete test scripts.Experience providing SMEs at multiple locations during the deployment/implementation cycle of a finance, accounting, or similar system to provide over-the-shoulder training and support to users.Experience providing support to Agile development teams to coordinate and execute both Agile Development Testing (ADT) and Government Integrated Testing (GIT).Experience providing senior systems integration and Enterprise Resource Planning (ERP) Subject Matter Experts (SMEs) knowledgeable of DoD, federal, commercial accounting, and other finance-related practices.Experience as an agile product owner implementing business processes such as Budget to Report (B2R), Procure to Pay (P2P) and/or Orders to Cash (O2C) in support of finance, accounting, or similar systems.Experience supporting the functional development and deployment of an automated compliance tool for auditability within a financial system, to include but not limited to, the Oracle Governance, Risk, and Compliance (GRC).Experience reviewing, supporting, and responding to internal and external audits conducted by the General Accounting Office (GAO), the Department of Defense Inspector General (DoDIG), Air Force Audit Agency (AFAA), Deputy Chief Financial Officer (DCFO) and other inspection agencies.Experience providing support to an Agile Team framework to work with Government Product Managers to develop the program vision, roadmaps and manage and prioritize the Program Backlogs.Recognized industry, academic, or government leader in their field.Bachelor's degree required; master's or doctoral degree preferred.Experience supporting the Department of Defense or federal agencies preferred.Clearance Requirements: Active Secret clearance required; TS/SCI preferred or required based on task order.Location: Varies by task order. May include on-site at the Pentagon, Wright-Patterson AFB, or other federal sites. Remote work is possible based on client needs and approval.Physical Requirements: The ideal candidate must at a minimum be able to meet the following physical requirements of the job with or without a reasonable accommodation:Ability to perform repetitive motions with the hands, wrists, and fingers.Ability to engage in and follow audible communications in emergency situations.Ability to sit for prolonged periods at a desk and working on a computer.
- ...processes, policies, and people delivering value. Learn More About ProSidian Consulting at DescriptionProSidian Seeks a Financial Modeling Advisor | Project Finance & Credit Evaluation Support [DOE0064064] for Program Support on a Exempt 1099 Contract: No Overtime Pay...SuggestedFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Wealth Financial AdvisorCAPTRUST is seeking a Wealth Financial Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the prospect decides to engage our firm, the relationship...Suggested
- ...Financial Aid Advisor (Open) Responsible for providing guidance, explaining policies, and helping to secure the necessary funding for students to attend college. Responsibilities include: Guide students and parents(families) through the financial aid process,...Weekend workAfternoon shift
- ...Managing Director, Client Relationship Manager based in Washington, DC. This role emphasizes building strong relationships with financial advisors to drive investment product sales. You will conduct meetings and presentations, develop sales strategies, and collaborate...
- ...First Command in Alexandria, Virginia, is seeking Financial Advisors to coach military families on achieving financial security. This role involves providing comprehensive financial guidance and engaging with the community to bring new clients. Candidates will benefit...Flexible hours
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Description Join New York Life - Greater DC as a Financial Advisor and be part of a team that's deeply committed to building strong financial futures. With over 175 years of industry success, we stand out in the insurance world by aligning with clients' interests....Work at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours- ...Join New York Life - Greater DC as a Financial Advisor and be part of a team that’s deeply committed to building strong financial futures. With over 175 years of industry success, we stand out in the insurance world by aligning with clients' interests. Here, you'll have...
- ...from other firms. We offer: A committed, client-focused approach Financial products and services for individuals and cooperatives... ...portfolio managers and cost-effective solutions The Senior Financial Advisor is responsible for retaining Homestead Funds shareholders and attracting...Work at office
- ...Confidential RIA in Washington, D.C. is seeking an experienced Financial Advisor to join its Washington office. This role emphasizes comprehensive planning, client service, investment analysis, and collaboration with Lead Advisors. You will prepare client meeting materials...Work at office
- ...NASA Federal Credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement...Full timeTemporary workPart timeWork at officeImmediate startFlexible hours
$118k - $122.5k
...Are you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We're seeking a motivated individual with strong communication skills and a passion for developing long-term relationships. This position...Full time- ...Company Description Strategic Financial Associates, LLC (SFA) is a comprehensive financial services firm that has been helping clients... ...comprehensive planning. Role Description The Associate Financial Advisor is a full-time, on-site role based in Bethesda, MD. This role supports...Full timeWork at office
- ...independent firm that helps clients implement and sustain strategic financial plans developed through its learning center, the Institute for... ...professional dreams. Role Description This full-time Financial Advisor role is a hybrid position based in Washington, DC, with the...Full timePart timeWork from home
- ...Advisor At our purpose-driven, client-focused firm, we're committed to helping individuals live richer lives. As one of the... ...Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted...Full timeSummer workWork at officeImmediate startFlexible hours
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development...Full timeContract workFor contractorsFlexible hours
- ...is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...Temporary workImmediate startMonday to FridayShift workDay shift
$200k - $250k
...Job Description Job Description Financial Advisor Location: Bellevue, Washington Salary: $200,000 - $250,000 base salary Status: Full-time; Hybrid (3 days in office per week) We are an independent advisory firm, and a team-oriented environment of motivated...Full timeWork at officeLocal area3 days per week$88k - $150k
...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,... ...long-term perspective. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- Overview Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...strong referral networks and grow your business. Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business. Continuously enhancing your skill set through ongoing...Work experience placement
- Bank of America is launching a Financial Solutions Advisor Stage I role in the United States, guiding you from licensing to a client-centered advisory career. You’ll gain core banking and investment exposure, building relationships with diverse clients while advancing through...
- New York Life is seeking professionals to build a lasting financial practice backed by a Fortune 100 company. You will develop relationships with clients, guide them through financial milestones, and grow your own client base via networking, referrals, and community involvement...Local area
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