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<p>The hiring range for this role is: &nbsp;</p>92,787.88 - 139,616.25<p>This is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting.&nbsp; We may ultimately pay more or less than the hiring range andthis hiringrange may also be modified in the future. A candidate’s position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.&nbsp;This job is also eligible for <i>annual bonusincentive</i>pay.</p><p>We offer a comprehensive package of benefits <i>including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits </i>to eligible employees.</p><p>Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.</p>﻿This role is responsible for monitoring, analyzing, and auditing financial transactions of high complexity, and providing a leadership role. The role also evaluates compliance with regulations, develops corrective action plans, and delivers training to BCBSA and Plans. Additionally, the role involves acting as a resource and consultant on audit activities, developing programs, policies, and procedures to prevent abuse, and leading and supporting projects. The role frequently interacts with staff and management at varying levels within BCBSA, Plans, and a large banking institution.<ul><li>Monitor, Analyze, and Evaluate Financial Transactions: Monitor, analyze, and evaluate assigned financial/accounting transactions and other financial data for accuracy, propriety, and compliance with policy requirements. Document and summarize activities and results in analyses and reports to department management. 25%</li><li>Lead Financial Audits/Reviews: Lead approximately three to five financial audits/reviews per year (via desk or on-site) to determine the accuracy and propriety of Plans recorded financial transactions/reports and assess compliance with pertinent Policies. Supervise and train team members assigned to support these audits. 25%</li><li>Evaluate Compliance and Develop Corrective Action Plans: Evaluate the level of compliance with applicable federal regulations, contractual requirements, and procedures at BCBSA and Plans. Maintain the BCBSA compliance plan and serve as the main point of contact for BCBSA and Plans financial and claims audits. Develop corrective action plans as needed. 20%</li><li>Serve as Subject Matter Expert and Provide Training: Serve as subject matter expert for BCBSA financial policies and procedures regarding the audit process; instruct audit flow facilitation; analyze and assess audit trends, best practices, and risk; and develop an overall and effective audit program. Develop and present training to BCBSA and Plans as it relates to all types of audits. 15%</li><li>Evaluate and Recommend Billing Rates: Evaluate Plan inter-Plan billing rate requests of high complexity levels and recommend rates to be approved to ensure billings/reimbursements between Plans are valid and for proper amounts. 10%</li><li>Perform Complex Contract Administration Activities: Perform more complex activities relating to administration of the contract with a large banking institution and provide guidance to team members on their assignments. Ensure that BCBSA’s transaction billings to Plans are correct and that the various transaction activity reports provided to the Plans meet their internal needs. 5%</li></ul><p><b>Job Overview:</b></p><p>﻿This role is responsible for monitoring, analyzing, and auditing financial transactions of high complexity, and providing a leadership role. The role also evaluates compliance with regulations, develops corrective action plans, and delivers training to BCBSA and Plans. Additionally, the role involves acting as a resource and consultant on audit activities, developing programs, policies, and procedures to prevent abuse, and leading and supporting projects. The role frequently interacts with staff and management at varying levels within BCBSA, Plans, and a large banking institution.<br><br><b>Essential Functions</b></p><ul><li>Monitor, Analyze, and Evaluate Financial Transactions: Monitor, analyze, and evaluate assigned financial/accounting transactions and other financial data for accuracy, propriety, and compliance with policy requirements. Document and summarize activities and results in analyses and reports to department management.</li><li>Lead Financial Audits/Reviews: Lead approximately three to five financial audits/reviews per year (via desk or on-site) to determine the accuracy and propriety of Plans recorded financial transactions/reports and assess compliance with pertinent Policies. Supervise and train team members assigned to support these audits.</li><li>Evaluate Compliance and Develop Corrective Action Plans: Evaluate the level of compliance with applicable federal regulations, contractual requirements, and procedures at BCBSA and Plans. Maintain the BCBSA compliance plan and serve as the main point of contact for BCBSA and Plans financial and claims audits. Develop corrective action plans as needed.</li><li>Serve as Subject Matter Expert and Provide Training: Serve as subject matter expert for BCBSA financial policies and procedures regarding the audit process; instruct audit flow facilitation; analyze and assess audit trends, best practices, and risk; and develop an overall and effective audit program. Develop and present training to BCBSA and Plans as it relates to all types of audits.</li><li>Evaluate and Recommend Billing Rates: Evaluate Plan inter-Plan billing rate requests of high complexity levels and recommend rates to be approved to ensure billings/reimbursements between Plans are valid and for proper amounts.</li><li>Perform Complex Contract Administration Activities: Perform more complex activities relating to administration of the contract with a large banking institution and provide guidance to team members on their assignments. Ensure that BCBSA’s transaction billings to Plans are correct and that the various transaction activity reports provided to the Plans meet their internal needs.</li></ul><p><b>Qualifications</b></p><ul><li><b>Education </b></li><li>Preferred Bachelor's Degree in accounting, business, finance, or related field; or equivalent work experience</li><li><b>Experience </b></li><li>5+ Years related work experience, including health insurance accounting, internal/financial auditing, general accounting, financial reporting, and project management Required</li><li><b>Knowledge Skills and Abilities </b></li><li>Effective written and verbal communication skills.<br>Demonstrated ability to build relationships with key resource people, whether internal or external.<br>Ability to train less experienced staff.<br>Advanced analytical skills and ability to frame issues and develop solutions.<br>Ability to work independently and manage time effectively.<br>Effective presentation skills and ability to adapt to changing priorities.<br>Intermediate knowledge of auditing, finance, and claims operations.<br>Advanced negotiation, analytical, and problem-solving skills.<br>Effective project management, interpersonal, and organizational skills.<br>Ability to develop and maintain business relationships and create strategies that support initiatives.</li><li><b>Certifications &amp; Licenses </b></li><li>Preferred: Certified Public Accountant (CPA) - Various</li><li><b>Extra Posting information:</b><br>Minimum of five years of related work experience, including health insurance accounting, internal/financial auditing, general accounting, financial reporting, and project management. Experience with BCBS Inter-Plan Programs and proficiency with Microsoft Office Suite.</li></ul><p>#LI-Remote </p>

Blue Cross Blue Shield Association

Financial Audit Senior Consultant

<p>The hiring range for this role is: &nbsp;</p>80,300.00 - 144,200.00<p>This is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting.&nbsp; We may ultimately pay more or less than the hiring range andthis hiringrange may also be modified in the future. A candidate’s position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.&nbsp;This job is also eligible for <i>annual bonusincentive</i>pay.</p><p>We offer a comprehensive package of benefits <i>including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits </i>to eligible employees.</p><p>Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.</p>Job Description Summary:<br><br>The role involves conducting audits and ensuring compliance with federal contracts, legal mandates, and internal guidelines to prevent fraud, waste, and abuse (FWA). Supports the Special Investigations Unit (SIU) in handling internal and governmental audits, providing analysis and recommendations based on audit findings, and preparing reports on compliance activities. Provide compliance SIU contractual guidance and deliver compliance training. Participates in workgroups and delivers clear, concise reports to senior management and stakeholders at all levels.<p><b>Responsibilities include but are not limited to:</b> ​</p><ul><li>Conduct and assist the SIU in performing compliance audits and reviews to ensure adherence to government contracts, laws, and policies. Align these audit activities with the defined scope, obligations, and reporting schedules. Formulate responses, establish positions, or devise compromises on audit issues, fostering consensus. Communicate the findings, recommendations, and corrective action plans to management and stakeholders. Additionally, assist in the development of new procedures or reports to enhance efficiency and compliance.</li><li>Prepare annual fraud, waste, and abuse (FWA) reports and share compliance results with senior leadership, internal business units, SIUs, partners, and agencies. Develop practices to enhance reporting compliance and minimize risk.</li><li>Maintain compliance manuals, standard operating procedures, and compliance content related to the FWA Program. Develop content and participate in SIU training on government compliance. Identify new and emerging fraud schemes through the proficient use of analysis and proactive software applications.</li><li>Collaborate with internal business units to understand diverse subjects and enhance proficiency in providing support and coverage. Communicate emerging risks, regulatory changes, and industry best practices to strengthen audit and compliance activities.</li></ul><p><b>Required Education, Certifications and Experience</b></p><p>Education:</p><ul><li>Preferred - Bachelor's Degree in Accounting, Business, Finance, Analytics, Criminal Justice, or Healthcare Administration or related field; or equivalent work experience</li></ul><ul><li>Preferred - Master's Degree in Accounting, Business, Finance, Analytics, Criminal Justice, or Healthcare Administration or related field</li></ul><p>Certifications:</p><ul><li>Preferred- Accredited Health Care Fraud Investigator (AHFI) - NHCAA</li><li>Preferred- Certified Internal Auditor (CIA) - Institute of Internal Auditors</li></ul><p><br>Experience:</p><ul><li>Required - 5+ Years related experience</li></ul><p>Knowledge, Skills, and Abilities:</p><ul><li>Skilled in audit and compliance assessment in the regulated industry, familiarity with accounting and audit standards, and comprehensive knowledge of audit techniques.</li><li>Demonstrated ability to communicate effectively, orally and in writing, with excellent interpersonal and customer service skills.</li><li>Demonstrated problem-solving skills and use of inductive and deductive reasoning to propose solutions for audit and compliance findings or issues. Analytical and critical thinking skills are essential to exercise independent judgment.</li><li>Build relationships with internal and external stakeholders and convey a sense of professional confidence.</li><li>Ability to prepare various reports and analyses to support audit findings.</li><li>Knowledge of data, financial, research, and Fraud, Waste, and Abuse (FWA) analysis techniques and proactive software applications. Ability to research, analyze, and apply data/information accurately with attention to detail and accuracy with large data sets.</li><li>Excellent organizational and time management skills.</li><li>Knowledge of federal government investigative agencies is a plus.</li></ul><p>#LI_HYBRID</p>

Special Investigations Unit Audit Senior Consultant

<p><strong>Job Title:&nbsp;</strong>Program Coordinator</p><p><strong>Department:&nbsp;</strong>Field Operations Region 4</p><p><strong>Location:</strong> Arlington, VA &amp; Maryland</p><p><strong>FLSA Status:&nbsp;</strong>Exempt</p><p><strong>Reports to:&nbsp;</strong>Senior&nbsp;Manager, Regional Operations</p><p>Founded in 2002, Operation Homefront is a national nonprofit organization whose mission is to build strong, stable, and secure military families so they can thrive, not simply struggle to get by, in the communities they have worked so hard to protect. Operation Homefront is sourcing candidates for a Program Coordinatorposition in Arlington, VA, Maryland, and the surrounding areas.</p><p>The Program Coordinator’s primary responsibility is assisting with the execution of assigned programs, community events and fundraising. This position will manage volunteers, provide administrative support to the field office— including answering correspondence, accounting, and database management.</p><p>Desired candidates will have:&nbsp;</p><ul><li>High School diploma or equivalent.</li><li>Bachelor’s degree preferred.</li><li>2 years of experience performing social services responsibilities and program delivery in the non-profit sector preferred.</li><li>Experience with project management, event planning, and/or operations preferred.&nbsp;</li><li>Experience with social media and communication tools preferred.</li><li>Valid driver’s license.</li><li>Acceptable MVR (annual)</li><li>Criminal background check</li><li>MS Office Programs</li><li>EveryAction, Volunteer Hub</li><li>100/300/100 personal auto coverage</li></ul><p>Typical duties include:&nbsp;</p><ul><li>Plan, coordinate, and ensure execution of all assigned Field Office program activities and special events.</li><li>Facilitate recruitment, engagement, retention, and recognition of volunteers. Organize and maintain volunteer program. Coordinate volunteer efforts to facilitate organizational needs and mission.&nbsp;</li><li>Research funding opportunities, compiles donor information and assists with grant writing and applications to gain sponsorship and donations. Cultivate assigned donors and create new donor relationships.</li><li>Research resources in the area and coordinates efforts with case workers to ensure local support is provided to clients for emergency assistance.</li><li>Schedule regular visits to VA hospitals, guard units and similar agencies to conduct community presentations regarding available services.</li><li>Assist in establishing and maintaining databases of all corporate relationships and cooperative arrangements with community groups, organizations, and military leadership.</li><li>Ensure timely and accurate documentation of all in-kind goods, inventory, distribution, and current needs. &nbsp;</li><li>Support internal and external communications including but not limited to crafting and distributing content for newsletters, email, phone calls, text messaging, and social media.</li><li>Perform other duties as assigned.</li></ul><p>Other Details:</p><p>This will be a virtual position; however, event support would require some travel to Arlington, VA, Maryland, and surrounding areas.</p><p>General office and sedentary. &nbsp;Use of personal computing equipment, telephone, multi-functioning printer and calculator. Manual dexterity, ability to lift up to 40 pounds. Ability to drive a motor vehicle and travel to and from meetings, training sessions or other business-related events. Ability to drive a vehicle no larger than a 10’ box truck to facilitate moving items as needed. May be required to work after hours to include weekends and holidays.</p><p>All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.</p><p>The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental, or similar duties which may be required from day-to-day. &nbsp;The candidate selected for employment will be required to submit to a criminal background check, motor vehicle record check, and education verification.</p>

Operation Homefront

Program Coordinator

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Planning Consultant - Ashburn, VA

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Washington, D.C.

<p>The Dynamics Finance Consultant will work within an Agile team&nbsp;to develop a financial application for a federal government customer. Responsiblities include:&nbsp;</p><ul><li>Collaborate with other financial stakeholders to gather requirements, understand business processes, and ensure system is designed and built to meet customer needs.</li><li>Provide expertise to design and develop&nbsp;an Accounts Receivable (AR) system using Microsoft Dynamics 365 Finance, Power Platform (workflow), and Power BI (reporting).</li><li>Configure Microsoft Dynamics Finance to support AR processes and General Ledger (GL) integration.</li><li>Work with development team to design and build workflows to integrate seamlessly into the Dynamics Finance AR system.</li><li>Work with development team to design and build reports.</li><li>Ensure reconciliation logic with internal systems, General Ledger system,&nbsp;and Treasury systems.</li><li>QA for accuracy of migration of financial data from legacy system .</li><li>Participate in Agile sprints, user story development, and solution demos.</li><li>Train users on AR subledger processes within Dynamics Finance</li><li>Help define and validate audit trail requirements and support for reconciliations.</li></ul><p>The projected compensation range for this position is $140K - $170K annualized (USD). The final salary offered will generally fall within this range and is determined by various factors, including but not limited to the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as internal pay equity, location, contract-specific affordability and other organizational requirements.</p><b>Required Skills</b><br><ul><li>8+ years of experience working with Microsoft Dynamics 365 Finance and Operations (F&amp;O)&nbsp;</li><li>Experience implementing Dynamics Finance for federal government customers&nbsp;</li><li>Strong knowledge and experience implementing Dynamics Finance for Accounts Receivables processes</li><li>Deep understanding of financial transaction flows, auditability, reconciliation processes.</li><li>Ability to translate complex business needs into technical requirements.</li><li>Excellent communication and collaboration skills for working with both business users and technical developers.</li><li>Experience working in Agile/Scrum environments and participating in sprint planning, reviews, and retrospectives.</li><li>Bachelor’s degree in Accounting, Finance, Business Administration, Engineering, IT or related field.</li><li>Must be a US Citizen.</li></ul><br><br><b>Desirable Skills</b><br><ul><li>Experience with Power BI, Power Apps, and Power Automate</li><li>Active Federal Government Public Trust clearance</li><li>Microsoft Dynamics certifications</li></ul><br>

Procentrix

Dynamics 365 Finance Consultant

<p>The Federal Financials Consultant will be a member of a financial systems implementation team.&nbsp; They will provide federal acounting expertise and lead the setup of the chart of accounts and Accounts Receivable (AR) subledger. They will work with the development team to provide functional expertise in creating custom solutions to support the AR and GL processes and reports.&nbsp; Responsibilities include:<br><br></p><ul><li>Provide federal finance and accounting validation of&nbsp;business requirements during discovery, analysis, design, and testing phases.</li><li>Provide in-depth knowledge of:<ul><li>Subledger operations (Accounts Receivable, Refunds, Adjustments)</li><li>General Ledger integration and reconciliation</li><li>Financial and compliance reporting (Trial Balances, GL Account Balances, Deposits, etc.)</li></ul></li><li>Work with technical teams to ensure real-time transaction posting and balance management&nbsp;</li><li>Ensure reconciliation logic with internal systems, General Ledger system,&nbsp;and Treasury systems</li><li>QA for accuracy successful migration of financial data from legacy system&nbsp;</li><li>Participate in Agile sprints, user story development, and solution demos</li><li>Ensure compliance with federal accounting standards and internal agency&nbsp;policies.</li><li>Help define and validate audit trail requirements and support for reconciliations</li></ul><p>The projected compensation range for this position is $140K - $165K annualized (USD). The final salary offered will generally fall within this range and is determined by various factors, including but not limited to the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as internal pay equity, location, contract-specific affordability and other organizational requirements.</p><b>Required Skills</b><br><ul><li>10+ years&nbsp;of experience in federal financial management or accounting roles (including on IT system development or support projects).</li><li>5+ years&nbsp;in a consulting or SME role on federal financial system implementation projects, including experience leading Accounts Receivable module implementations.</li><li>Deep understanding of federal financial transaction flows, auditability, reconciliation processes.</li><li>Strong working knowledge of&nbsp;Accounts Receivable (AR) processes, including posting and reconciliation&nbsp;to General Ledger.</li><li>Experience with ERP COTS products for federal financial systems (strong preference for Microsoft Dynamics Finance or CGI Momentum experience)</li><li>Excellent communication and collaboration skills for working with both business users and technical developers.</li><li>Experience working in Agile/Scrum environments and participating in sprint planning, reviews, and retrospectives.</li><li>Bachelor’s degree in Accounting, Finance, Business Administration, or related field.</li><li>Must be a US Cititzen.</li></ul><b>Desirable Skills</b><br><ul><li>Hands-on experience with data migration planning, workflow redesign, and financial reporting</li><li>Experience with Power BI</li><li>Master’s degree in Finance, Accounting, Public Administration, or MB</li><li>Experience with Microsoft Dynamics 365 Finance and Operations (F&amp;O)</li><li>Experience with CGI Momentum Financials</li></ul><br>

Financial Systems Functional Consultant (AR/GL)

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Rockville, MD

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Bethesda, MD

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:</strong></p><p><strong>Bethesda, Annapolis, Baltimore, Columbia, Towson</strong></p><p>As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong>The <strong>Team</strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul>The base salary range for this position is $46,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales

29 Project Management / Professional Services Jobs in Tysons, VA, USA