Financial Associate
Po'okela
Bering-Alaka`ina Holdings (BAH) is looking for a Financial Associate to support our government customer located in San Diego, California .
DESCRIPTION OF RESPONSIBILITIES:
- Act as the primary financial point of contact for the DoW HIV/AIDS Prevention Program (DHAPP) n various countries.
- Review quarterly financial reports, grant fund status, and program outlay data using MS Excel and business intelligence software to ensure proper country program financial management and timely processing of payments to implementers.
- Conduct monthly or quarterly meetings with country team staff to review expenditure data and provide a summary of program financial status.
- Routinely track and report the status of several DHAPP grant awards approaching the cumulative period of performance end date.
- Coordinate consistently with the Defense Finance Accounting Service (DFAS) and State Department Payroll to manage prior year Lines of Accounting (LOAs) and resolve Unmatched Transactions (UMTs).
- Assist in the creation, tracking and dissemination of funding documents to U.S. Embassies, including drafting and updating Fund Cite letters and crosswalks. Update locally employed staff (LES) payroll information and process recoup of funding increase amendments.
- Assist with financial forecasting and finalizing statements of work to ensure program budgets are properly funded for the upcoming fiscal year.
- Other duties as assigned.
REQUIRED DEGREE/EDUCATION/CERTIFICATION:
Bachelor's Degree or equivalent.
REQUIRED SKILLS AND EXPERIENCE:
- Greater than three (3) years of professional experience in federal financial management, budget execution, or program analysis.
- Advanced proficiency in Microsoft Excel, including the ability to create pivot tables and use formulas for financial forecasting and program outlay data analysis.
- High proficiency in Microsoft 365 suite (Teams, Outlook, Word).
- Strong interpersonal skills to effectively collaborate with country teams and stakeholders to coordinate financial activities and sustain strong professional relationships.
-
Excellent verbal and written communication skills with the ability to present complex financial data to non-financial staff.
PREFERRED SKILLS AND EXPERIENCE:
- Working knowledge of Defense Finance Accounting Service (DFAS) and/or Department of State payroll and funding processes.
- Working knowledge of specific DoW financial and accounting systems, such as General Fund Enterprise Business System (GFEBS)
- Prior experience supporting the DoW HIV/AIDS Prevention Program (DHAPP), President's Emergency Plan for AIDS Relief (PEPFAR), Defense Health Agency (DHA) or other global health/security cooporation program.
REQUIRED CITIZENSHIP AND CLEARANCE:
U.S. Citizenship required.
Bering-Alaka`ina Holdings (BAH) is a fast-growing government service provider. Employees enjoy competitive salaries. Eligible full-time employees enjoy a 401K plan with company match; medical, dental, disability, and life insurance coverage; tuition reimbursement; paid time off; and 11 paid holidays.
We are an Equal Opportunity/Affirmative Action Employer of individuals with disabilities and veterans. We are proud to state that we do not illegally discriminate in employment decisions on the basis of any protected categories. If you are a person with a disability and you need an accommodation during the application process, please click here to request accommodation. We E-Verify all employees
"EOE, including Disability/Vets" OR "Equal Opportunity Employer, including Disability/Veterans"
Bering-Alaka`ina Holdings (BAH) is comprised of industry-recognized government service firms designated as Alaska Native Corporation (ACN)-owned and 8(a) certified businesses. BAH includes Ke`aki Technologies, LLC; Laulima Government Solutions, LLC; Kpono Government Services, LLC; Kapili Services, LLC; Po`okela Solutions, LLC; Kkaha Solutions, LLC; and Pololei Solutions, LLC.
For additional information, please visit
#LI-JS1
#ClearanceJobs
- ...Financial Associate Bering-Alaka`ina Holdings (BAH) is looking for a Financial Associate to support our government customer located in San Diego, California. Description Of Responsibilities: Act as the primary financial point of contact for the DoW HIV/AIDS...SuggestedFull time
$80k - $90k
...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift$22 - $26 per hour
...Range: $22.00 - $26.00 per hour. Shift: Day. Position Summary The Financial Aid Advisor administers financial aid programs to prospective... ...include but are not limited to performing a variety of duties associated with the awarding, disbursing and returning of federal, state...SuggestedHourly payFull timeWork at officeFlexible hoursShift work$23 - $30 per hour
...Job Description Medical Oncology Associates of San Diego is a proud partner of One Oncology's network of the nations leading oncology... ...and insurance information when necessary. Determines patient financial responsibility for treatment. Schedules phone appointments with...SuggestedContract workWork at officeLocal area- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...Suggested
- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...personal financial solutions. The commitment to our clients, our associates, and our community has garnered us many awards and recognition...
- ...Financial Aid Representative Southern California Seminary-Main Campus - El Cajon, CA 92019 Overview Position Type: Part Time Job Shift: Any Education Level: High School Travel Percentage: Negligible Description The Financial Aid Representative glorifies...Part timeWork at officeShift work
$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets...$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- ...firm committed to assisting clients in every aspect of their financial lives. Our focus centers on clients’ visions for their future... ...personal financial solutions. The commitment to clients, our associates, and our community has garnered us many awards and recognition...
- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...We are a financial services firm seeking a dedicated Financial Advisor to join our team and help clients achieve their long‑term financial goals. Key Responsibilities Build relationships and acquire new clients through face‑to‑face and virtual sourcing strategies. Deeply...Work experience placementWork at office
- ...Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection... ...Demonstrated experience working within a team composed of associates who are at various levels of experience. - Preferred Upholds the...Work at officeLocal area
$175k - $250k
...Consumer Financial Services Career Associate Attorney Locations: multiple locations, see complete list at end of description HYBRID A premier AmLaw 100 firm is seeking a talented Career Associate Attorney to join their esteemed Consumer Financial Services Practice...Work at office- Overview We are seeking a qualified Financial Aid team member to join our family! This position supports students and parents in creating financial game plans to help pay for school, prepares paperwork pertaining to grants and loans, and advises students on financial aid...Full timeWork at office
- Carmel Capital Partners in San Diego is seeking an Associate Advisor to support the senior principal in serving high-net-worth clients with financial planning and investment management solutions. The position requires strong organizational and communication skills, along...Full timeWork at officeLocal area
- Dormont Manufacturing Co in San Diego, California, is looking for a Financial Solutions Advisor Stage I (FSA I) to build and manage client relationships while providing tailored investment and banking solutions. This role requires obtaining necessary securities licenses...
- Bank of America is recruiting for a financial advisor role in Lemon Grove, CA. You will work with clients to plan short- and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions. Responsibilities include recommending...Temporary work
$51k - $320k
Your Role Build and nurture a robust network of clients seeking tailored financial planning services. Expand your reach through effective strategies, including social media, networking events, referrals, and seminars. Provide a wide range of financial services, including...InternshipFlexible hours- Axos Invest, Inc. seeks a Financial Specialist in San Diego to build client relationships, support financial planning needs, and drive revenue growth. The role involves managing client accounts and executing sales strategies. Candidates need a Bachelor's degree and 4-6...
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and... ...* May include up to 25% travel.This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions...Local areaImmediate startRemote workRelocation
$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships... ...rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help...Work at officeWork from home- Edward Jones is seeking a dedicated Financial Advisor in Santee, California, to help clients achieve their long-term financial goals. This role involves building relationships, understanding clients’ needs, and ensuring compliance with regulations. The ideal candidate will...
$70k - $80k
Responsibilities Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies...Temporary workMonday to FridayShift workDay shift- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- Edward Jones is seeking a Financial Advisor in San Diego, CA. In this role, you’ll create personalized financial strategies to help clients achieve their financial goals. The position offers comprehensive training, a supportive environment, and a compensation package tied...Local areaFlexible hours
$1,000 per week
...candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory mandatory...Full time- Bank of America in Lemon Grove is seeking a Financial Solutions Advisor Stage I, where you will begin by obtaining your Securities Industry licenses. This role involves developing client relationships and providing comprehensive advice tailored to clients’ financial goals...
- The Western and Southern Life Insurance Company seeks a Financial Representative in San Diego to serve local clients with tailored financial solutions, including life insurance and other offerings. You will assess needs, present suitable plans, and help clients protect...Local area
- Bank of America in San Diego seeks a financial advisor to help clients achieve their financial goals by providing customized solutions and strategic plans. You will review goals, build financial plans, and recommend brokerage products such as stocks, bonds, funds, annuities...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Associate. Be the first to apply!
- financial planning administrator San Diego, CA
- financial advisor development program San Diego, CA
- wealth advisor San Diego, CA
- financial planner cfp San Diego, CA
- private wealth advisor San Diego, CA
- associate corporate finance San Diego, CA
- project finance associate San Diego, CA
- financial associate San Diego, CA
- strategic finance associate San Diego, CA
- estate planning consultant San Diego, CA

