Fb Financial Jobs in Usa

Acclaim Technical Services, founded in 2000, is a leading language and intelligence services company supporting a wide range of U.S. Federal agencies. We are an Employee Stock Ownership Plan (ESOP) company, which is uncommon within our business sector. We see this as a significant strength, and it shows: ATS is consistently ranked as a top workplace among DC area firms and continues to grow.

We are actively hiring a Financial Intelligence Exploitation Officer to join our team working in McLean, VA. As a member of the program team, you will identify information of intelligence value for further research and exploitation.

• Identify trends and relationships relevant to financial threat actors
• Develop comprehensive list of identifiers
• Use large datasets to conduct economic or financial analysis
• Use analytic targeting tools to distill complicated financial information
• Distill complicated financial data into clear reports
• Respond to requests to publish reports of intelligence value

• Must possess an active TS/SCI clearance with polygraph
• Bachelor's Degree or higher in accounting, business, economics or finance or a minimum of 3 years-experience working on global finance related topics
• Demonstrated understanding of global finance required
• Minimum of one year of experience using large data sets to conduct economic or financial analysis desired

• Ability to analyze data and research results

• Experience using Microsoft Excel including pivot tables
• Familiarity with the customer's messaging system

• Excellent organizational skills to address complex issues
• Excellent interpersonal skills
• Strong writing and communication skills
• Able to work independently with minimal supervision in a dynamic environment

• Certification in one of the following is desired: anti-money laundering, fraud, financial planning or advising, or financial forensics or auditing a plus

Equal Employment Opportunity (EEO) Statement: ATS is committed to a program of equal employment opportunity without regard to race, color, ethnicity, national origin, ancestry, citizenship, sex, pregnancy, marital status, sexual orientation, age, religion/creed, hairstyles and hair textures, handicap/disability, genetic information/history, military/veteran status, or any other characteristic or condition protected by applicable law. We support the employment and advancement in employment of individuals with disabilities and of protected veterans, and we treat qualified individuals without discrimination on the basis of their physical or mental disability or veteran status.

Location: Anywhere in country.

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EY's FSO EDGE Real Estate, Hospitality and Construction (RHC) practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance.

Your key responsibilities

A Services Manager in FSO EDGE RHC will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure partnership taxation, REITs taxation and qualification, partnership allocations, and tax compliance are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.

Responsibilities include

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
• Ability to lead projects and work independently, with guidance in only the most complex situations
• Incumbent has specialized depth and/or breadth of expertise
• Support effective long-term client relationships by demonstrating your knowledge of the real estate, hospitality, and construction industry. communications with client tax liaisons, client administration teams, and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
• Provide effective leadership, formal and informal feedback, and coaching to team members

Skills and attributes for success

• Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
• Experience presenting in client conversations regarding complex or difficult topics
• Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
• Ability to manage multiple work assignments, team members and deadlines simultaneously

To qualify for the role you must have

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
• Broad exposure to real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
• Experience managing budgets, people, and projects
• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
• Documents relevant information as it relates to building a retirement income portfolio.
• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
• Develops and communicates appropriate retirement income strategies based on individual member needs.
• Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
• Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
• Integrate risk management tools, products, and strategies to create an effective retirement income plan.
• Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma required.
• Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
• Required maintenance of FINRA Series 7 license.
• Required maintenance of FINRA Series 66 (or 63 and 65) license.
• Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
• 4 years of financial industry and/or sales experience.
• Experience delivering frequent written and oral communication.
• Experience processing and analyzing information.
• Experience fulfilling requests and meeting deadlines.
• Experience resolving conflict and negotiating.
• Experience multi-tasking in an operating systems environment.
• Experience participating in or leading teams.
• Successful completion of a job-related assessment may be required

What sets you apart:

• US military experience through military service or a military spouse/domestic partner.
• 3+ years of direct Annuity Sales Experience
• Experience working in an Inbound/Outbound Call Center
• Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $69,920.00 - $125,850.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.
• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
• Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.
• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
• Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).
• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
• Integrate risk management tools, products, and strategies to create an effective retirement income plan.
• May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
• Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma required.
• Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
• Required maintenance of FINRA Series 7 license.
• Required maintenance of FINRA Series 66 (or 63 and 65) license.
• Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
• 1 year of financial industry and/or sales experience.
• Experience delivering frequent written and oral communication.
• Experience processing and analyzing information.
• Experience fulfilling requests and meeting deadlines.
• Experience resolving conflict and negotiating.
• Experience multi-tasking in an operating systems environment
• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ years of direct Annuity Sales Experience
• Experience Working in an Inbound/Outbound Call Center
• Retirement Income Certified Professional Designation (RICP)
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $67,520.00 - $121,530.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Tampa, FL (Crosstown) Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
• products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
• Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)
• An 8 hour shift will fall within these hours
• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• 1 year of financial industry and/or life sales experience
• Experience delivering frequent written and oral communication
• Experience acquiring and applying new concepts and information
• Experience processing and analyzing information
• Experience fulfilling requests and meeting deadlines
• Experience resolving conflict and negotiating
• Experience multi-tasking in an operating systems environment
• Experience participating in or leading teams
• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ years experience working in Sales with life insurance
• 1+ years experience working in a call center environment
• CLU - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,340.00 - $81,580.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.
• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
• Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.
• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
• Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).
• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
• Integrate risk management tools, products, and strategies to create an effective retirement income plan.
• May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
• Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma required.
• Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
• Required maintenance of FINRA Series 7 license.
• Required maintenance of FINRA Series 66 (or 63 and 65) license.
• Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
• 1 year of financial industry and/or sales experience.
• Experience delivering frequent written and oral communication.
• Experience processing and analyzing information.
• Experience fulfilling requests and meeting deadlines.
• Experience resolving conflict and negotiating.
• Experience multi-tasking in an operating systems environment
• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ years of direct Annuity Sales Experience
• Experience Working in an Inbound/Outbound Call Center
• Retirement Income Certified Professional Designation (RICP)
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $63,590.00 - $114,450.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Financial Compliance and Reporting Consultant

Pay: $48.11 per hour (Weekly Pay)

Location: Phoenix, Arizona 85007 (Hybrid)

Schedule Details: Monday - Friday | 8 AM - 5 PM

• 3 Days in Office, 2 Days at Home

Job Summary

Working in a consultative capacity under direction from the DES Deputy Accounting Administrator, this position provides high-level financial and governmental accounting expertise to the Department and programmatic management, the General Accounting Office (GAO), and the Auditor General's Office (AGO).

The primary focus of this consultant-type role is to review multiple bank accounts, advise on

proper reconciliation procedures and oversight, and establish robust checks and balances for Annual Comprehensive Financial Report (ACFR) reporting.

The role requires deep knowledge of Governmental Accounting Standards Board (GASB) pronouncements, State of Arizona Accounting Manual (SAAM) policies, risk mitigation, and continuous process

improvement.

Responsibilities

• Consultation & Bank Reconciliation Oversight Evaluates and reviews multiple bank accounts to ensure accuracy and procedural compliance.
• Advises management on designing and implementing proper reconciliation procedures, establishing oversight mechanisms, and mitigating financial risks.
• ACFR Checks & Balances Establishes and monitors critical checks and balances for the compilation of the ACFR.
• Works closely with program partners to ensure financial schedules are completed timely and in strict alignment with the ACFR, Schedule of Expenditure of Federal Award (SEFA), and Single Audit guidelines.
• GASB & Governmental Accounting Expertise
• Serves as a Subject Matter Expert (SME) to research, interpret, and implement new GASB pronouncements to ensure the organization remains in full compliance.
• Ensures all complex financial statements and reports are in strict accordance with both Generally
• Accepted Accounting Principles (GAAP) and GASB standards.
• Internal Controls & Process Improvement
• Provides comprehensive financial and accounting expertise to DES management and external partners.
• Participates in the establishment of guidelines and policies, specifically advising on internal accounting controls, reconciliation oversight, and ACFR reporting procedures.

Required Knowledge

• Generally Accepted Accounting Principles (GAAP) and Governmental
• Accounting Standards Board (GASB) standards.
• Extensive knowledge of Federal, State, and local laws regarding the ACFR,SEFA, and the Single Audit.
• Best practices in accounting trends, bank reconciliation oversight, and internal controls.

Required Skills / Abilities

• Advanced techniques are required to evaluate and maintain accounting records through automated systems.
• Internal consulting, identifying problems, and recommending solutions in a clear, concise, and proactive manner.
• Developing and recommending revisions to governing policies and procedures.
• Work independently as an internal consultant and make mature business decisions.
• Demonstrate excellence in managing ACFR deliverables, establishing checks and balances, and evaluating financial reports.
• Establish and maintain effective working relationships with managers and all stakeholders in an advisory capacity.

Required Education, Licensure, Certification

• A Bachelor's Degree in accounting, finance, or a closely related field.
• A minimum of five years of accounting experience.

Preferred Education, Licensure, Certification

• Strongly Preferred: Active Certified Public Accountant (CPA) license.
• Expert-level knowledge and hands-on application of GASB standards, fund accounting, and governmental financial reporting.
• Demonstrable experience with the preparation and review of an ACFR.
• A minimum of 5 years of progressive accounting experience, with at least 3 years spent directly within a government agency, municipality, school district, or public accounting firm specializing in governmental audits

Job Summary:

Our client is seeking a Financial Planning Analyst to join their team! This position is located in Denver, Colorado.

Duties:

• Analyze and reconcile complex financial accounts, ensuring accuracy and identifying key trends
• Prepare comprehensive variance reports with clear, concise annotations, highlighting performance drivers and areas for improvement
• Collaborate closely with operating teams to translate strategic plans into robust financial forecasts and budgets that guide business growth
• Conduct thorough research to evaluate the accounting implications of various approaches, providing valuable insights for informed decision-making
• Confidently present your financial analysis to management, translating complex data into actionable insights that drive business strategy

Desired Skills/Experience:

• 2+ years of hands-on experience in a related financial analysis role
• Thorough understanding of accounting and finance principles, coupled with in-depth knowledge of financial statements
• Excellent verbal and written communication skills, enabling you to clearly articulate financial concepts to diverse audiences
• Proficiency in Microsoft Excel, Word, and PowerPoint is essential
• Working knowledge of popular financial management applications, specifically Essbase, is a plus

Benefits:

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

The approximate pay range for this position starting at $48,000-$70,000. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.