Bethesda, MD

Finance Jobs in Bethesda, MD

4 jobs found

Include remote jobs

15d ago

Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland Bethesda, MD

Bethesda, MD

15d ago

$100k+/yr Full time Advisor Bachelor's Degree Business Development

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Job Description

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
Educate clients on planning for the future to help them prepare for life events and uncertainties.
Foster relationships that support financial security for every family member or individual served.
Expand your network by participating in community and professional groups.
Aim to add about 50 new clients per year.
Collaborate with business owners on strategies for employee retention and succession planning.
Progress through the New York Life training curriculum to pursue specialized knowledge.
Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

Growth mindset and commitment to lifelong learning.
Uncompromising integrity and strong communication skills.
Ability to network and prospect effectively for new clients.
Excellent calendar management and organizational skills.
Sales experience is strongly preferred.
Desire to make a positive impact and grow your career.
Ability to engage with your community and leverage personal networks.
Coachable and eager to learn is essential.
Valid life and health license preferred; assistance available to attain it.
Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
Traits: competitive, business-minded, authentic, and self-disciplined.

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26d ago

Budget Formulation Analyst

Reithorp Solutions LLC Bethesda, MD

Bethesda, MD

26d ago

Full time Analyst Budget Budgeting

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Job Description

Benefits and location

Reithorp Solutions LLC offers a full-time, onsite opportunity in Bethesda, MD. This role supports IPPBE processes, budgets for IC resources, and reporting for the National Intelligence Program, coordinating with government stakeholders to maintain financial health and strategic alignment. The package includes 401(k) matching, dental insurance, health insurance, paid time off, and vision insurance.

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Responsibilities

Support the Intelligence, Planning, Programming, Budget, and Execution Process (IPPBE) and work to ensure the financial health and strategic alignment of resources.
Lead the development, execution, and monitoring of budgets to meet internal and external requirements.
Apply a comprehensive understanding of the Intelligence Community financial landscape, including resource allocation, budget forecasting, and Congressional appropriations and allocations.
Contribute to the formulation, support, and execution of the National Intelligence Program (NIP) Budget by analyzing and integrating financial data for informed decision-making and resource allocation.
Collaborate with government stakeholders to understand financial needs and ensure alignment with broader organizational strategies.
Generate budget reports for customer offices, components, and NIP programs, including funding and activity summary profiles.
Develop, review, and respond to budget exercise submissions.
Develop cost-benefit trade-offs and investment strategies for the NIP budget.
Assist in developing fiscal guidance and implementation schedules for each budget phase.
Contribute to the development of Standard Operating Procedures (SOPs) and recommend process enhancements.
Support budget analysis, financial data calls, and portfolio reviews.
Assist the customer in developing and evaluating fiscal program builds for internal components and IC-wide programs.
Draft narratives and input for the Congressional Budget Justification Book (CBJB) to Congress.
Support the development and production of the CBJB National Intelligence Program missions of interest, special topics, and related sections.
Generate talking points, briefings, products, reports, and congressional directed action responses relating to the NIP.
Participate in the full cycle of intelligence planning, programming, budgeting, and evaluation.
Track congressional legislation and its impact on the NIP budget.

Requirements

Active TS/SCI clearance with polygraph.
Education and experience options: BA degree with 12–15 years of relevant experience, or a Master’s degree in a field such as Finance, Accounting, or Economics with 10–13 years of relevant experience.
Minimum 10 years of relevant experience, including 7–10 years in government budgeting, of which 3–5 years must be within the Intelligence Community.
Proven expertise in government budget formulation activities and familiarity with the IPPBE process.
Excellent written and oral communication skills.
Detail-oriented with strong time-management abilities.
Ability to adapt to changing priorities.

Application question: Do you have an active TS/SCI with poly?

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30d ago

Business Banking Portfolio Manager II

EagleBank Bethesda, MD

Bethesda, MD

30d ago

$67k - $105k/yr Full time Manager BakerHill B2B Banking

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Job Description

Overview

EagleBank is a values driven organization that prioritizes relationships with customers, teammates, and shareholders. The company aims to be flexible, involved, responsive, strong, and trusted, delivering highly valuable service through meaningful connections. EagleBank supports inclusion, equity, and respect, and actively seeks opportunities to learn from one another. The bank invests in employee growth and wellbeing through mentorship programs, community service, and scholarship opportunities for continuing education. Benefits include maternity and parental leaves, wellness discounts, healthcare premium sharing, employer contributions to your Health Savings Account, and 100 percent 401(k) matching up to 4 percent. This role is based in Bethesda, MD with a projected annual salary range of $67,482.00 to $105,166.80, and additional compensation may be possible based on experience and skills.

Responsibilities

With limited supervision, the Business Banking Portfolio Manager II drives the credit process by gathering financial information, underwriting and spreading data, preparing and submitting credit packages for review and approval, and reviewing loan documentation for accuracy. They also work to clear documentation exceptions and manage loan maturities and past due accounts as needed.
Participates in the management, servicing, and growth of the small business lending portfolio to meet departmental profitability metrics.

Qualifications

Requirements

H.S. Diploma or General Education Degree (GED)
2 years of commercial credit analysis experience or portfolio management (a combination of commercial credit analysis and relevant lending experience will be considered)
In-depth knowledge of commercial loan documentation
Strong knowledge of credit underwriting, financial ratios, credit structures, cash flow, collateral, and guarantor analysis
Excellent verbal and written communication
Good customer service skills
Proficient in MS Word, Excel and Outlook
Strong organization skills, attention to detail and accuracy
Work effectively in a fast paced, high pressure environment

Preferences

Bachelor's Degree in Arts/Sciences (BA/BS) in Business, Finance or Accounting
4 years of commercial credit analysis experience or portfolio management (a combination of commercial credit analysis and relevant lending experience will be considered)
Formal credit training
Experience structuring and pricing loan transactions to achieve profitability metrics
BakerHill B2B software
LaserPro

Additional Information

Don't meet all the requirements? We encourage you to still apply if you think you are the right person to join our community. We are always interested in connecting with people inspired by our mission and values. If you are not hired for this position, your resume will remain available for the next year and might be considered for future openings. Note that you can update your resume as often as needed.

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1mo ago

FLEX Manager Finance, Continent Tech & Enterprise Services

Marriott International, Inc Bethesda, MD

Bethesda, MD

1mo ago

$46 - $73/hr Full time Manager Budgeting & Forecasting Continent

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Job Description

Overview

As a member of the Finance Business Partner group for Global Technology (FBP GT), the Manager will deliver financial analysis to support initiatives and ongoing expense management for the Director, IT Finance. This enables GT leadership to make informed business decisions that maximize shareholder value. The role provides analytical support to GT staff, Finance Business Partners, HQ and Continent discipline leaders, and other key stakeholders on financial issues related to GT projects, programs and initiatives. Responsibilities include evaluating potential new GT projects, analyzing cost and recovery objectives as reflected in budgets and long-range plans, and delivering return on investment analyses to assess GT business initiatives.

Candidate Profile

Education and Experience

Minimum 5 years of financial management experience in a global organization with increasing responsibility, including complex data analysis and financial modeling.
Baccalaureate degree in Finance, Accounting or related discipline.
Knowledge of generally accepted finance and accounting policies, principles and controls.
Experience organizing and interpreting complex financial data and presenting results to senior management in clear written and oral formats; demonstrated ability to communicate effectively and comprehend information through active listening.
Strong analytical and technical finance skills with proficiency in spreadsheet, word processing, and presentation software; solid understanding of corporate finance concepts.
Experience managing multiple projects while working independently and collaboratively; proven ability to build and maintain effective relationships with internal and external stakeholders.

Core Work Activities

Support finance and GT leaders to manage the financial performance of the assigned GT portfolio, including strategic planning, budgeting, forecasting, financial reporting and analysis, and expense allocation management.
Assist GT Continent Technology in analyzing and managing GT support expenses, coordinating with the appropriate finance partners and other stakeholders as needed.
Support the development and enhancement of tools to manage and analyze forecasts and budgets.
Provide recommendations to optimize ongoing performance and drive profitability.
Support finance-related activities for the development and implementation of new programs and services in Global Technology, including developing low to moderately complex activity-based cost models and recovery analyses and analyses of funding approaches that are in compliance with management and franchise agreements.
Lead/support the development of business cases and/or develop fully documented, accurate cost and funding models for proposed projects.
Help determine funding approaches/recommendations compliant with management and franchise agreements; where appropriate, prepare recommendations and presentations for senior leaders to present to Program & Services governance meetings.
Engage relevant Global Finance groups to operationalize new programs, services and initiatives (e.g., new department set up, development of supplemental budgets, etc.).
Work with the business and/or other internal groups to provide financial support and analysis of proposed projects or initiatives, developing an understanding of business needs and long-term impacts of project decisions to highlight potential risk for management review.
Support return on investment analysis of GT projects & initiatives, ensuring the right financial approaches and resources are brought to bear. Focus on gathering and synthesizing current state data, understanding and modeling future state proposals, and de

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Finance Jobs in Bethesda, MD

Entry-Level Financial Professional & Advisor

Budget Formulation Analyst

Business Banking Portfolio Manager II

FLEX Manager Finance, Continent Tech & Enterprise Services

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