Financial Analyst
Wealth Management Partners, LLC
Job Type: Full Time Education: Bachelor's Degree Category: Governmental Location Wright Patterson AFB, Ohio Organization Wealth Management Partners, LLC Certified Public Accountants & Business Consultants is an Alabama based company that provides management and program support to private & public entities and government agencies in the United States. The company is headquartered in Montgomery, Alabama with operations at government facilities in two (2) states. Position Description Serve as an analyst on project team, maintaining analytical guidance for the project team and manager, and performing related assigned tasks to the engagement. The Financial Analyst (FA) will develop applicable financial models, assist in the creation of presentations, and accumulate pertinent data to aid project Subject Matter Experts (SMEs) in the completion of system oriented‑financial statement audit readiness tasks. The FA position will assist the SMEs in providing overall client support to become CFO Act compliant and achieve audit readiness pursuant to FIAR guidance. Responsibilities Develop financial/IT auditing models as directed by project SMEs in support of achieving and maintaining audit readiness, pursuant to FIAR guidance. Assist SMEs in organizing pertinent system documentation, while learning how to conduct FISCAM and/or Blue Book system assessments. Analyze software systems and document requirements per FIAR methodology. Serve as apprentice for project SMEs to learn how to identify methods to improve system processes, controls, and documentation through system improvements. Assist with sustainment of audit readiness of legacy systems Participate as available to develop mitigation/remediation plans based upon weaknesses identified by project SMEs. Assist in the development of system presentations during required review and approval processes. Assist in the preparation of financial/auditing reports, recommendations, and/or Corrective Action Plans (CAPs) based upon guidance received from the project SMEs. Formal Education & Certification Bachelor's degree in accounting or other technical field from an accredited college or university with at least 6 semester hours in accounting required. CPA or CISA Certification or CPA or CISA candidate desired. Continuing Professional Education in accordance with the Yellow Book. Minimum of 2 years of audit, accounting, or financial and management advisory services experience – direct experience working with DoD or Federal Agencies in support of FIAR initiatives will be looked upon favorably. Knowledge & Experience Demonstrate a keen knowledge of Microsoft Office Software Suite products required (specific focus on Excel and PowerPoint will be critical). Extensive practical knowledge in importing data for use in report software, spreadsheets, graphs, and flow charts required. Familiarity DoD Federal Information Systems Controls Audit Manual (FISCAM) and familiarity with DFAS 7900.4-M, Financial Systems Requirement Manual (Blue Book) requirements required. Familiarity with DoD Financial Management and/or Oracle Federal Financials is beneficial. Familiarity with OUSD(C) FIAR Guidance is required. Experience working in a team‑oriented, collaborative environment required. Excellent understanding of organizational goals and objectives desired. Personal Attributes Excellent analytical, mathematical, and creative problem‑solving skills. Timely attendance; task and detail oriented Ability to effectively prioritize and execute tasks in a high‑pressure environment. Excellent listening, interpersonal, written and oral communication skills. Ability to communicate ideas in both technical and user‑friendly language. Work Conditions Normal working hours will be an eight (8) hour day, five (5) days per week (Monday – Friday 8AM-5PM). Occasional work support during other than normal hours (i.e., evening and weekend to meet deadlines). May be required to travel in support of system development. Sitting for extended periods of time. Position requires the ability to pass and maintain a Security Clearance. Wealth Management Partners, LLC offers competitive benefits/compensation packages. Wealth Management Partners, LLC is an Equal Opportunity Employer #J-18808-Ljbffr Wealth Management Partners, LLC
$70k - $90k
...provide cutting-edge, effective, safe, and personalized services tailored to the unique needs of those we serve. Join Us as a Financial Analyst! We are looking for a detail-oriented and curious Financial Analyst to join our Finance team. This role is central...SuggestedFull timeTemporary workInternshipWork at officeLocal areaMonday to Friday2 days per week$100k - $120k
...Financial Analyst Compensation Range: $100,000 - $120,000 Benefits: We have three comprehensive healthcare plans to choose from based on your priorities and budget. Housing Works covers most of the plan; you pay a portion, based on your salary. Staff begins accruing...SuggestedLocal areaImmediate start$95k
...Overview Are you an analytical and process-driven professional with strong financial acumen? As a Financial Analyst, you will have the pivotal role of compiling and analyzing financial data across all divisions, ensuring strategic decisions are data-driven and grounded...SuggestedContract work- ...Postino: Financial Analyst Hybrid Role: 3 days onsite / 2 days work from home Location: 2 Broadway, NY, NY / Jamaica NY Duration: One year This is a hybrid role with 3 days on site (or more as needed) and 2 days remote. Available locations are 2 Broadway NY...SuggestedRemote workWork from home
$80k - $95k
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$166.34k
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$170k - $200k
...Principal Financial Analyst Altana is the network for trusted trade. Our AI-powered product network empowers governments and businesses to build a more resilient and secure global economy while keeping trade flowing. The Opportunity at Altana We are looking for...Full timeContract workTemporary workFor contractorsWork experience placementWork at officeFlexible hours- hackajob is collaborating with Verisk to connect them with exceptional professionals for this role. Description We are looking for an Actuarial Associate to join the Businessowners Actuarial Product team, specializing in Farmowners. The Businessowners Product team...
- hackajob is collaborating with Verisk to connect them with exceptional professionals for this role. Description We are seeking a talented professional to join our Property and Casualty insurance team as a Commercial Liability Product Expert. In this role, you will ...Work at office
$75k - $95k
...Senior Financial Analyst Prime Matter Labs Remote / Hybrid (preferred, based in Long Island City, NY) Direct Hire WHO WE ARE: Prime Matter Labs is an established cosmetics and personal care manufacturer with over 40 years of experience formulating, compounding...Full timeWork at officeLocal areaRemote workFlexible hours2 days per week- hackajob is collaborating with Verisk to connect them with exceptional professionals for this role. Description The Excess and Surplus Lines unit is looking for an Actuarial Associate to contribute property pricing knowledge and experience to Verisk's product suite...Work at officeRemote work
$72k - $115k
...Actuarial Assistant At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align...InternshipLocal areaImmediate startRemote workRelocation- ...Senior FP&A Analyst The Senior FP&A Analyst is the primary analytical partner to the Business Controller and a key financial support resource across the company. Reporting to the Business Controller, the role builds the models, reporting, and analysis that turn financial...Shift work
$52.5k - $70k
...About The Role The Financial Operations Analyst will analyze tariffs, trade compliance and operational data to support financial reporting, improve accuracy, and enhance efficiency. This role ensures data integrity, compliance with standards, and optimizes reporting...Permanent employmentWork at officeLocal area- hackajob is collaborating with Verisk to connect them with exceptional professionals for this role. Description We are seeking an Associate Actuarial Consultant to join our Commercial Property Actuarial Product team, a highly visible group responsible for shaping and...
- ...Description Help shape the next generation of insurance intelligence. Verisk's Actuarial Transformation team is seeking an Actuarial Analyst II to bring strong pricing, data, and actuarial fundamentals to the development of AI-powered solutions for the property and...Work at officeRemote work
$100k
...industries, handling trillions of dollars daily. The Payments Summer Analyst Program offers hands-on experience in this dynamic field,... ...employer Disability/Veteran JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions...Summer workImmediate startWorldwideVisa sponsorship- hackajob is collaborating with Verisk to connect them with exceptional professionals for this role. Description Verisk is seeking a Personal Auto Senior Actuarial Associate to drive innovation and strategy for ISO's Personal Auto, Motorcycle, and Personal Umbrella ...
- ...minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required ~3-7 years work experience in financial services industry with Private Wealth Management experience preferred ~ Demonstrated solid understanding of investments with keen...Work experience placementShift work
$66.3k
...Private Equity Data Operations Analyst Brooklyn, New York, United States Overview Chronograph was founded to bring next-generation... ...a market leading fintech company. You will gain expertise in financial analysis, private capital concepts and practices, corporate...InternshipPrivate practiceImmediate startFlexible hours$65k - $75k
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$100k
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