Virginia

Virginia Finance Jobs

18 jobs found

Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

14d ago

$100k - $120k/yr Full time Python Analyst Cash Flow

Python Analyst Cash Flow

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Job Description

This Investment Analyst role, based in Raleigh, NC with hybrid remote options at Vaco by Highspring, centers on real assets in private markets. It combines underwriting modeling with applied AI and automation to build tools that enhance efficiency and accelerate investment decision making.

Responsibilities

Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
Conduct market and comparable transaction research to support investment decisions
Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
Assist with due diligence workstreams and summarize findings for senior leadership
Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
Build and maintain automated templates for reporting, portfolio summaries, and dashboards
Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
Pull, clean, and validate operational and financial data from internal systems each cycle
Maintain performance trackers, portfolio summaries, and valuation schedules
Flag anomalies early and escalate before data reaches leadership or external outputs
Support asset-level monitoring by tracking key operating metrics and performance drivers
Monitor market conditions and transaction activity and summarize findings for the investments team
Build and maintain a comparable transactions database for underwriting benchmarking
Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
Strong communication skills and ability to translate analysis into clear takeaways
High attention to detail, strong ownership mindset, and ability to work independently
Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

Python
Claude
ChatGPT
Zapier
Make
Notion automations
Excel
Power BI
NetSuite

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Nice to Have

Experience with planning and reporting tools or dashboards (Power BI or similar)
Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
Interest in real assets, agriculture, commodities, or operationally complex investment strategies
Exposure to low-code automation tools and basic API concepts

Software and Tools

Excel and Power BI
ERP and finance systems such as NetSuite and similar tools
AI tools such as Claude, ChatGPT, or equivalent
Optional: Python and low-code automation tools

Pay Transparency Notice

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

Privacy Notice

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.

Virginia residents may access our state specific policies here.

Residents of all other states may access our policies here.

Canadian residents may access our policies in English here and in French here.

Residents of countries governed by GDPR may access our policies here.

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Financial Representative

Northwestern Mutual Fredericksburg, VA

16d ago

$75k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

This full-time financial representative role is with Northwestern Mutual, based onsite in Fredericksburg, Virginia. You will assist clients in achieving their financial goals by crafting and executing tailored financial plans, supported by extensive training and mentorship.

Responsibilities

Develop and execute financial plans that establish a client’s current position, define future objectives, and provide the tools and ongoing guidance to reach those goals.

Requirements

Ability to connect with people and cultivate personal, trusted relationships.
Strong interest in financial planning.
Driven, with a proven commitment to success.
Motivated to increase earnings through hard work.
Enjoy guiding clients to make informed, confident decisions.
Willing to pursue a balanced personal and professional life.
Bachelor of Arts or Science degree from a four-year college or university.
Strong interpersonal skills, grit, motivation, and self-starting initiative are advantageous.

Education

Associate degree from a recognized college or university.

Compensation

Salary range: USD 75,000 to 150,000 per year.

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Licensing and ongoing education reimbursement
401(k) plan and 401(k) matching
Dental insurance
Dependent care reimbursement
Employee assistance program
Employee discounts
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Location

Fredericksburg, Virginia (onsite)

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Accounting Consultant

Vaco by Highspring Dallas, TX

16d ago

$40 - $60/hr Full time Accounting Communication Consultant

Accounting Communication Consultant

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Job Description

This contract Accounting Consultant role is based in Dallas, TX, onsite three days per week, with Vaco by Highspring. The assignment offers an hourly rate of $40-$60 and runs through September 2026.

Responsibilities

Execute full cycle general ledger accounting and support the month end close processes.
Handle detailed accounting tasks, including prepaids, accruals, and journal entries.
Leverage ERP systems to streamline accounting processes and enhance efficiency.
Support the month end close and the preparation of financial documents.
Collaborate with cross functional teams to support various accounting initiatives and projects.
Maintain current knowledge of accounting standards, regulations, and best practices.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
At least 3 years of experience performing full cycle accounting.
Proficiency with major ERP systems is highly preferred.
Strong verbal and written communication abilities.
Excellent attention to detail and solid organizational skills.
Ability to work autonomously as well as in a team environment.
Professional demeanor and ability to handle confidential information with discretion.

Compensation

Pay rate ranges from $40 to $60 per hour, commensurate with experience and qualifications.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital statu

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
Virginia residents may access our state specific policies here.
Residents of all other states may access our policies here.
Canadian residents may access our policies in English here and in French here.
Residents of countries governed by GDPR may access our policies here.

Pay Transparency Notice

the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs; With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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Personal Financial Representative - WV

Allstate West Virginia Hybrid

18d ago

Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

This role invites experienced financial professionals to establish and grow a personal financial services practice under the Allstate brand, backed by resources designed to help you expand your client base and serve your community. Based in a hybrid remote setting in West Virginia, you will collaborate with Allstate Agency owners to drive new business and create additional revenue streams while expanding your footprint in the region.

Responsibilities

Develop and grow your own financial services practice with backing from Allstate.
Collaborate with Allstate Agency owners to generate new business in your community and tap into additional revenue streams.
Conduct in-person meetings with customers within a typical agency office setting.
Partner with a team of licensed professionals to build deep client relationships and receive leads.
Receive leads generated by Allstate agency owners.
Leverage the Allstate brand and available resources to expand your practice in the local community.

Requirements

Minimum of 2 years of customer-facing sales experience in life insurance or financial services.
State Life and Health Insurance Licenses.
FINRA Series 6 or 7 and Series 63 licenses (as applicable).
A blended approach to selling that combines protection and asset accumulation.

Benefits

Unlimited earning potential tied to the growth of your business.
Access to new customers.
Proven support and flexibility from Allstate to scale your existing practice.

Job Description

Take ownership of a meaningful financial services practice under the Allstate brand. Scale your existing practice with proven support, flexibility, and access to new customers. We seek professionals with a growing practice who want to leverage the Allstate brand and resources to expand in their community.

Skills

Allstate Personal Financial Representatives are independent contractors rather than employees of Allstate Insurance Company or its affiliates. In New York, they are Allstate employees. Allstate is an equal opportunity employer. ©2018 Allstate Insurance Co.

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Director, Finance & Compliance

Westminster-Canterbury on Chesapeake Bay Virginia Beach, VA

21d ago

Full time Finance Director Senior Accounting

Finance Director Senior Accounting

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Job Description

Westminster-Canterbury on Chesapeake Bay seeks a seasoned Director of Finance & Compliance to steer the strategic financial direction and comprehensive regulatory oversight for the Senior Options line and its external partner organizations. This onsite leadership role covers multi-site home health, hospice, and home care operations, requiring close collaboration with the CEO, CFO, and community leaders to ensure governance excellence and sustainable financial performance.

Responsibilities

Direct the Senior Options Finance group, including the financial accounting manager, billers, and planning for future roles, while keeping all financial operations aligned with compliance standards.
Lead on-site proforma discussions for Senior Options and oversee the development and production of each proforma.
Engage with the CEO, CFO, and community leaders to establish assumptions and ensure regulatory alignment throughout planning processes.
Provide strategic financial guidance to Senior Options Partners, incorporating positioning and annual budgeting with compliance cost considerations.
Participate in monthly partner operations calls, delivering strategic and tactical input to improve financial performance while monitoring compliance metrics and regulatory adherence.
Support business development by joining prospect calls and other activities, ensuring compliance considerations are integrated into new partnerships.
Manage vendor relationships (for example, the billing team at Forvis) and indirectly supervise Compliance staff and contractors as needed.
Maintain and collaborate with key internal relationships by advising the C-suite and Administrators at Senior Options affiliate agencies.
Coordinate activities with the WC Bay CFO and Director of Finance.
Partner with the Business Development team on regulatory requirements for new partnerships.
Negotiate and manage partner advisory service agreements and renewals, ensuring contracts meet regulatory standards and include compliance oversight provisions.
Negotiate major purchasing contracts for Senior Options, ensuring vendor compliance with healthcare regulations; collaborate with the WC Bay CIO and Senior Options leadership on purchasing decisions.
Maintain a comprehensive compliance program with policies, procedures, training, monitoring, and reporting to meet CMS regulations, state healthcare laws, and accreditation standards.
Participate in Senior Options strategic planning, team meetings, and compliance committee activities as needed.
Collaborate with the President and Sr. Director of Business Development to update the long-range financial plan for Senior Options, factoring in compliance risk assessments and regulatory changes.
Attend and present at Board meetings for Senior Options and Westminster Canterbury at Home; provide financial reporting and compliance updates to Board Committees.
Represent Senior Options at state and national associations, trade events, and regulatory meetings to stay current with industry compliance requirements.
Ensure organizational compliance with WC Bay employee guidelines, policies, procedures, and all applicable government regulations governing WC Bay and its subsidiaries.
Develop and maintain compliance monitoring systems including audit protocols, corrective action plans, and regulatory reporting requirements.
Oversee compliance training programs for all partner organizations and ensure staff competency in regulatory requirements.
Maintain partner profitability and financial sustainability while achieving budget targets and forecasting accuracy.
Demonstrate cost-effective compliance program management and maintain 100% regulatory compliance with no significant deficiencies or sanctions.
Ensure successful completion of regulatory audits, effective team development, strong partner satisfaction, and the execution of strategic initiatives.

Requirements

Bachelor’s degree in finance, business administration, healthcare administration, or a related field; a Master’s degree is preferred.
Proven track record of strong operational and financial results in leading home health and hospice operations.
Minimum 10+ years of healthcare finance or operations leadership experience.
Advanced financial analysis and modeling capabilities.
Proficiency in healthcare financial systems.
Strong communication and relationship-building skills with boards and C-Suite executives.
Experience overseeing multi-site home health and hospice operations.
Professional certifications preferred: CPA, CMA, CHC (Certified in Healthcare Compliance), or CHFP (Certified Healthcare Financial Professional).
Comprehensive knowledge of healthcare regulations including CMS Conditions of Participation, OASIS, HIS, EVV.
Experience with healthcare compliance frameworks and risk assessment methodologies.
Proficiency in compliance monitoring tools and electronic health record systems.
Demonstrated compliance management experience in a healthcare setting, including regulatory audits and compliance program development.

Technologies

EHR systems
Compliance monitoring tools

Location

Shore Drive, Virginia Beach, VA, onsite.

Reports To

Direct supervisors: President, Senior Options and VP of External Health Services; Chief Financial Officer.

Working Conditions

Travel required: yes, to partner locations and industry events
Standard office environment with typical business equipment
Occasional extended hours during budget cycles, audits, and regulatory deadlines
Physical demands include prolonged sitting, computer work, and presentation activities

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Senior Premier Banker Arlington, VA

Wells Fargo Falls Church, VA

22d ago

Full time Manager Senior Advisor

Manager Senior Advisor

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Job Description

Based in Falls Church, Virginia, the Senior Branch Premier Banker (SAFE) role sits at the intersection of relationship management and regulatory licensing within Wells Fargo's Consumer Banking and Lending division. The successful candidate will acquire and deepen affluent client relationships, coordinate with advisory services, and offer a wide array of banking, credit, and investment solutions, all while progressing through required licensing.

Responsibilities

If not fully licensed at hire, participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE) until licensing is complete, then transition to the Senior Branch Premier Banker (SAFE) role.
Proactively acquire new affluent consumer and small business customers and deepen existing relationships through outreach and pre-planned appointments.
Review and analyze moderately complex customer concerns for possible resolution using applicable resolution protocols.
Escalate banking related issues or business risks that require an in-depth evaluation.
Advise customers on banking, credit, and investment options and services.
Maintain deep knowledge of Wells Fargo's banking, credit, and investment solutions and services.
Identify client needs and goals for business, mortgage, retirement, and investment services, and partner with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to meet those needs.
Understand and manage risks by adhering to policies, procedures, controls, and applicable laws, rules, and regulations.
Collect information from customers regarding income, assets, investments, and credit; analyze to develop customized plans aligning Wells Fargo options with clients' financial needs and goals.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, retain relationships, and help customers succeed financially.
Exercise independent judgement in managing client relationships through regular meetings to review financial condition and goals, and provide advice on banking services and options.
Be an active member of the branch team, offering guidance to other branch employees on developing relationships and managing moderately complex to complex client needs.
This SAFE position involves customer contact and duties that may include offering/negotiating terms and/or taking an application for a dwelling secured transaction and requires compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations; ongoing employment depends on meeting licensing and background requirements.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.

Benefits

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being

Why Wells Fargo

Wells Fargo is a global financial services leader focused on driving innovation, empowering communities, and helping customers succeed. The company emphasizes a meaningful career with robust benefits, competitive pay, and well-being programs designed to support employees beyond the workplace, exemplified by the Living the Well Life approach.

About this Role

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, within Branch Banking. Upon required licensing and SAFE registration, the employee will transition to the Senior Branch Premier Banker (SAFE) role. Learn more about career areas and divisions at wellsfargojobs.com.

Job Expectations

Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales practices risk management culture.
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required or must be completed within a specified period. For exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) co-requisite is required.
In certain states (AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY), Series 65 (or equivalent) may be required within a specified period; WY permits referral-only licensed bankers to receive IAR registration without completing Series 65/66.
State insurance licenses are required and must be completed within a specified period.
Licensing requirements and completion timelines will be communicated upon offer acceptance based on the licenses needed.
Ongoing FINRA licensing and related regulatory requirements are required; Wells Fargo will initiate the FINRA review at offer acceptance, and SAFE registration will be initiated after employment starts.
Loan Originator (LO) qualification requirements apply; meet financial responsibility, character, financial fitness, and criminal background standards.
A current credit report will be used to assess financial responsibility; a credit score is not used in the evaluation.
This position is not eligible for visa sponsorship.

Posting Locations

1000 West Broad Street, Falls Church, VA 22046
1011 North Stafford Street, Arlington, VA 22201
951 S George Mason Drive, Arlington, VA 22204
3140 N Washington Blvd, Arlington, VA 22201
2213 N Glebe Road, Arlington, VA 22207
1500 Wilson Blvd, Suite 101, Arlington, VA 22209
1701 North McKinley Road, Arlington, VA 22205
2311 Wilson Blvd, Arlington, VA 22201
5797 Leesburg Pike, Falls Church, VA 22041
2928 Annandale Road, Falls Church, VA 22042

Posting end date: 16 Apr 2026

We value equal opportunity

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

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Director, Business Lending & Operations

Langley Federal Credit Union Newport News, VA Hybrid

22d ago

Full time Banking Business Compliance

Banking Business Compliance

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Job Description

Langley Federal Credit Union seeks a senior leader to direct its business lending and operations, overseeing underwriting, loan servicing, portfolio administration, and treasury management risk controls for commercial and business lending in a hybrid Newport News, Virginia setting.

Responsibilities

Build and lead teams responsible for commercial underwriting, credit analysis, loan servicing, treasury management, and commercial lending operations.
Provide senior oversight of underwriting and credit structuring for complex C&I, CRE, and business lending transactions, including covenant design, collateral structures, and financial analysis.
Establish and maintain underwriting standards, credit policies and procedures, and operational controls to ensure sound lending practices and regulatory compliance, plus quality control over credit memos, loan approvals, annual reviews, covenant tracking, and borrower financial monitoring.
Oversee the commercial loan pipeline from intake through underwriting, approval, closing, and servicing, ensuring efficiency and timely execution.
Direct all loan servicing and portfolio administration activities, including financial statement collection, covenant compliance monitoring, and portfolio risk reporting.
Oversee operational processes related to loan documentation, closings, post-closing review, and system boarding.
Provide oversight of treasury management risk controls for business services, including ACH, wire transfers, and other payment solutions.
Monitor the quality of the commercial loan portfolio, including risk rating migration, policy exceptions, past due loans, and credit performance trends.
Develop and maintain risk rating and profitability matrix tools in partnership with Finance and executive leadership expectations.
Ensure accurate and timely regulatory and internal reporting, including portfolio analytics and NCUA-related reporting requirements.
Lead initiatives to improve commercial lending processes, systems, and technology, including loan origination and servicing platforms.
Manage intake processes and ensure strong service standards for business members, including resolution of complex service or operational issues.
Identify emerging credit or operational risks and escalate issues to the department Vice President as appropriate.
Assist with leadership of the Business Lending department in the absence of the Vice President.

Requirements

Bachelor’s degree in Business Administration, Accounting, Finance, Economics, or related field required.
Eight to ten years of commercial lending experience, including underwriting complex C&I and commercial loan transactions, required.
Minimum five years of experience leading or managing credit, underwriting, or commercial lending operations teams.
Expert knowledge of commercial credit analysis, financial statement analysis, loan structuring, and covenant design required.

Competencies

Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
Langley Ambassadors – Demonstrates a passion for Langley’s vision, encouraging diversity, equity, and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
Team Driven – Collaborates across Langley, communicating with transparency, and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements

The role requires sitting for extended periods and using a computer workstation, with close vision needed to view monitors. The ability to hear and speak clearly is required for interactions with coworkers, members, and vendors. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Working Conditions

The office environment typically features a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.