Financial Planning and Analysis

• Own the company’s accounting, reporting, planning, cash management, controls and compliance
• Serve as a trusted advisor to the CEO and senior leadership team
• Translate company goals, market dynamics and operating performance into financial priorities, scenarios and recommendations
• Lead annual budgeting, rolling forecasts, long-range planning and scenario modeling
• Build concise executive reporting explaining results, drivers, risks, opportunities and recommended actions
• Oversee the general ledger, month-end and year-end close, account reconciliations and GAAP-based financial statements
• Maintain cash forecasts and manage liquidity, banking relationships, receivables, payables and working-capital priorities
• Improve visibility into client, project and service-line economics, including revenue, labor, utilization, realization, pricing, scope, margin and collections
• Maintain internal controls, records-retention practices and audit readiness
• Coordinate tax, payroll and regulatory compliance, including federal and multi-state requirements and Washington State B&O tax
• Partner on client and vendor contracts, compensation and profit-sharing plans, offer terms, acquisition analysis and other financially significant commitments
• Manage, coach and develop the accounting and finance team
• Assess the finance and technology stack, data flows and reporting architecture and build a practical roadmap
• Lead or sponsor system selection, implementation, integration and adoption across finance and adjacent workflows
• Use automation, business intelligence and responsible AI with appropriate human review, access controls and data governance
• Establish reliable definitions, ownership and quality standards for financial and operating data
• Simplify processes, shorten reporting cycles and improve self-service visibility while preserving controls and auditability
• Oversee financial management and governance of the company’s 401(k), health and welfare benefit plans
• Coordinate plan renewals, vendor and adviser reviews, fee and service benchmarking, plan-design analysis and approved changes
• Maintain documented fiduciary and governance processes, including committee materials, contracts, required filings, audits, controls and decision-record retention
• Partner with HR on employee communications and open enrollment while maintaining confidentiality and separation of duties
• Escalate legal, tax, fiduciary and regulatory questions to qualified advisers

Finance Director

• Manage a portfolio of grants funded by global funders, including Bloomberg Philanthropies
• Review, analyze, monitor, and evaluate grant proposals, work plans, budgets, and reports
• Provide ongoing grant monitoring and programmatic and financial support to grantees
• Coordinate grant negotiation and submission processes for new, renewal, and sub-grant extension grants
• Serve as the point person for grant processing and reporting
• Prepare accurate and timely grant summaries, report analyses, inquiry responses, and grant histories
• Collaborate with Regional Directors, Program and Technical Advisors, and in-country consultants to monitor and support subgrant partners
• Conduct grant partners’ site visits and virtual visits for programmatic and financial compliance support
• Support capacity building for in-country consultants on grant processes and procedures
• Ensure compliance with organizational, U.S., and national regulations and requirements
• Perform other departmental duties as requested
• Report to the Senior Program and Financial Compliance Officer, International Grants Department
• Work closely with Regional Directors and in-country consultants

Program and Financial Compliance Officer – Global Programs

• Provide comprehensive financial advice and customized solutions to clients
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Triage client requests and refer them to appropriate internal service providers based on needs and asset thresholds
• Meet with clients to review financial and investment goals and recommend products
• Identify and engage potential new clients through referrals or financial center clientele
• Mitigate and control risk in daily activities
• Complete required licenses and trainings
• Register with the federal registry system and maintain SAFE Act good standing
• Potentially provide residential mortgage loans
• Train at one financial center and potentially begin in a phone-based capacity until a suitable financial center is determined

Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and make referrals to business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals and recommend products
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Train at one financial center and potentially begin in a phone-based capacity until a financial center is determined within reasonable commuting distance

Financial Solutions Advisor, Registration Candidate

• Engage face-to-face with clients in an Investor Center
• Provide mentorship and personalized financial planning
• Help expand the reach of Fidelity’s brand
• Nurture relationships with an existing client base
• Introduce clients to different investment strategies
• Bring together additional client assets through positive, client-centered discussions
• Provide solutions using an open architecture product platform and financial-industry resources
• Deliver an outstanding customer experience
• Build relationships, uncover client needs, and recommend solutions

Financial Consultant

• Serve as the official face of Fidelity in the branch
• Inspire client dedication and engagement
• Develop long-lasting positive client relationships
• Act as a subject matter specialist in compliance and front-lobby transactions
• Partner with colleagues and contribute to branch success
• Identify opportunities to deepen client relationships
• Provide daily support to Fidelity clients
• Deliver exceptional client experiences
• Proactively identify opportunities and make effective introductions
• Contribute directly to branch success and growth
• Serve as a technology champion and share knowledge to enhance team capabilities and performance

Financial Representative

• Support financial advisors and clients of Pacific Northwest Consultants
• Handle sensitive and confidential member/customer communications
• Facilitate or co-present product-specific seminars and workshops
• Identify fund-selection criteria and track performance against indexes for WRAP accounts
• Participate in practice business planning
• Counsel prospective and current members/customers on suitable financial products and investment advisory services
• Open and complete product applications
• Conduct research and information gathering for securities recommendations and investment advice, including due diligence
• Obtain member/customer financial and suitability information
• Accept and enter securities trade orders, including unsolicited trade orders
• Explain and interpret insurance coverage, analyze exposures or policies, and provide recommendations
• Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
• Assist Financial Advisors with preparation and follow-up for client meetings
• Collaborate with financial representatives on client product changes
• Participate in and drive marketing services, including direct mail, fraternal activities, seminars, and meetings
• Perform additional responsibilities according to licensure and business needs
• Work with external clients and maintain relationships with outside organizations

Associate Financial Advisor

• Provide strategic leadership, administration, and oversight for the college’s financial aid and scholarship programs
• Ensure compliance with all federal, state, and institutional regulations
• Advance institutional enrollment, retention, and student success goals
• Serve as the primary internal and external liaison for the Office of Student Financial Aid
• Provide expert guidance on policy and compliance matters
• Develop strategies that enhance student access, affordability, and overall financial well-being
• Lead a high-performing financial aid team
• Foster professional growth and implement robust training
• Cultivate a culture of service excellence, integrity, and fiscal responsibility
• Collaborate with senior university leadership, enrollment management, finance and administration, student affairs, development and alumni relations, academic leaders, and IT systems support
• Coordinate with federal and state agencies, professional associations, community partners, lenders, scholarship foundations, auditors, and compliance review teams

Executive Director, Student Financial Aid and Student Services

• Partner with the Sr. Director of Technology Finance to set strategy and priorities for the function
• Support Technology's senior strategic forums, including Long-Term Plan development, annual budget planning, and executive-level MBR reporting
• Own and shape the Technology forecasting process end-to-end, including cadence, modeling approach, and standardized workback processes
• Lead modernization of Technology Finance reporting from spreadsheet-based files to scalable, ERP-driven reporting built on Oracle Fusion
• Build, enhance, and automate forecasting models across Labor, Non-Labor, Capital, and Depreciation
• Own monthly close and MBR reporting for Technology
• Champion AI, particularly Claude, in forecasting, reporting, and closing processes
• Build, coach, and grow a team of subject-matter experts across Cloud/SaaS, Hardware/Depreciation, Labor, and Other Non-Labor
• Develop team technical depth and independent ownership while connecting work to broader Finance and Technology priorities
• Build expertise across Oracle, including SmartView, and Workday
• Help determine when to use Looker, Excel, or other tools for dashboards and reporting
• Partner with Accounting, FP&A, Sourcing, and Technology leaders on governance and standards as part of the Elevate/Panther rollout

Senior Manager, Finance – Technology, Forecasting & Reporting

• Provide administrative and program support to the Founding Director, Executive Director, Associate Director, and Associate Director of Student Engagement
• Support the Center’s day-to-day operations
• Plan and coordinate in-person and virtual events, seminars, speaker series, and conferences from planning through post-event activities
• Manage the Center’s website, social media, databases, event recordings, and related marketing and communications
• Coordinate travel, reimbursements, scheduling, supplies, correspondence, files, and other day-to-day administrative operations
• Coordinate and manage student assistants and volunteers supporting Center activities and research/white paper projects
• Provide administrative support to Center leadership
• Assist finance faculty with teaching, research, and other academic activities as needed
• Coordinate with departments across the McDonough School of Business
• Manage multiple administrative and programmatic priorities, including events, seminars, conferences, and related communications and materials
• Work closely with University leadership, faculty, staff, outside speakers, sponsors, advisors, vendors, and other Center stakeholders

Financial Planning and Analysis jobs in Washington