Portfolio Analyst

XMSTART is looking to add experienced full-time Budget Analyst to our team in Chantilly, VA. All positions are 100% Onsite. Requirements Responsibilities: Support financial and budgetary activities for Special Access Programs (SAP) using NRO business practices and SAO-unique processes in compliance with DoD/NRO Budget Acquisition standards Create and track funding documents, RCAs, and external agency funding actions using the NRO execution tool Track commitment, obligation, and expenditure of funds throughout acquisition/appropriation lifecycle with execution tools and tailored SAP practices Generate monthly budget execution reviews and provide SAP and non-SAP level financial documentation Assist in development and coordination of annual SAP budgets for groups and/or ACQ/MSA-coded efforts Create, update, and analyze SAP/MSA spend plans; recommend adjustments based on forecast plans Collaborate with Budget Officers for accurate financial reporting aligned with NRO business policies Review BLI requests in compliance with NRO policies including CLINs, Appropriations, ETs, and BOCs Support development of IPBS, CBJB, IPOM, and CJB submissions including multiple budget excursions Provide NRO budget execution support including funding actions, reconciliation, and issue resolution Provide ad hoc support to NRO/BPO inquiries and SAP reporting requirements Use innovative analysis techniques to perform complex trend analysis across financial data sources Evaluate SAO-level execution and ensure alignment with IC/DoD goals and available resources Prepare budget summaries, memoranda, issue papers, charts, and talking points for leadership Review presentations and briefings for action responses; lead cross-SAO budget meetings Consolidate SAO inputs for performance measure development and reporting Recommend improvements for databases, tools, procedures, and strategies for financial oversight Support and standardize NRO business processes for SAO budget reviews Maintain internal controls for monitoring lifecycle commitments and obligations Analyze cost performance reports and contract financial status reports Provide policy compliance guidance for cost accumulation (CAPCO) for all SAO funding actions Assist with NRO PMP Cost Tools for oversight reviews, ensuring accuracy and regulatory compliance Qualifications: Minimum 3 years’ experience in budget analysis, financial planning, or related roles within the IC or DoD environment Strong understanding of DoD/NRO budget and acquisition practices, including SAP financial processes Proficiency in financial systems, execution tools, and reporting platforms used by NRO Excellent analytical, organizational, and written communication skills Experience in preparing high-level financial reports, justifications, and executive presentations Desired/Preferred Qualifications: Familiarity with NRO financial databases and PMP Cost Tools Experience in SAP program financial execution and oversight Advanced knowledge of BLI, CLINs, BOCs, and related fiscal codes within NRO budgeting practices Education: Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field Security Clearance Requirements: Active TS/SCI clearance with CI Poly Reinvestigation date within 7 years if not an active NRO employee

Part Time Contracted employee. Bookkeeper for 2 RE. Entities. Knowledge of Quickbooks. Quick book desktop in my office. No remote work.

The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities. Essential Duties & Responsibilities: Client Responsibilities    Record conversations and requests in SmartOffice Process distribution requests Investment Operations Responsibilities Maintain client records and notes in SmartOffice. Open new investment accounts/schedule client meetings Utilize Advice Pay Enter contributions in Wealthscape/Assetmark and other investment platforms. Request trading on new investments Maintain and report all investment activity (weekly) Set up bank links to investment accounts. Set up monthly Periodic Investment Plans (PIP) for clients. Submit “Securities-Based Line of Credit” (SBLOC) applications. Assist with Maryland 529 applications. Annually process Required Minimum Distributions (RMD) Office Responsibilities Answers phone calls Greet public that comes into the office. Schedule Appointments Scan/Fax/Record all documents. Sort Mail Submit invoices outside of Advice Pay Monitor Investment licensure for staff by state of client. Submit correspondence and extensions to Kestra Financial for approval of staff written documents. Maintain all compliant requirements. Maintain Office lobby and kitchen with supplies and ensure “Client Ready” appearance. Order/Maintain all needed office equipment/furniture/supplies. Additional responsibilities may be assigned from time to time.   Education & Experience: Four-year bachelor's degree in finance, accounting, or other closely related field. May substitute 1.5 years of experience for one year of education. Knowledge, Skills & Abilities:  Strong ability to communicate and work effectively as a team member. Attention to detail, thoroughness, and number accuracy. Ability to clearly follow direction and articulate and write responses in English. Must have sound judgment when dealing with clients and staff members. Work under pressure and meet mandatory deadlines as needed. Sound judgment in determining prioritization of work. Keen sense of ownership of job responsibilities Knowledge of Microsoft Suite and able to comprehend and use software common in the industry.   Supervisory Responsibilities: None Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions. Routine 8-hour shift; but may be subject to irregular hours based on shift demands. Ability to lift to 15 lbs. Visual and auditory acuity sufficient to read Company materials and view monitor and telephone. Employees will work in an indoor environment; may be exposed to variations in room temperature and noise level. Must be able to voice/write communication with staff and clients in English. Must be able to use normal office equipment to include, but not limited to computer (laptop), telephone, printers, scanner, postage machine, and multiple computer monitors. EEO/AAP Statement: We provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.  Further, the company takes affirmative action to ensure that employees are treated during employment without regard to any of these characteristics.  Discrimination of any type will not be tolerated.

We’re looking to fill a Bookkeeper /Administrative role. Individual should be self motivated and someone who thrives in a fast-paced environment. We value strong communication skills, accuracy, as well as someone who is a team player as you'll work along side Accountant and Customer Service. QuickBooks Bookkeeping Enter vendor bills, invoices, receipts, and customer payments in QuickBooks. Process accounts payable and accounts receivable transactions. Generate QuickBooks reports (P&L, customer invoice or statements). Oversee accounts receivable processes, including the preparation and distribution of invoices, tracking payments, and collecting on outstanding balances. Support office staff with answering phones when needed, take messages, greet walk in customers. Qualifications 2+ years of QuickBooks (Online or Desktop) experience required. Strong organizational, analytical, and data entry accuracy skills. Ability to manage multiple priorities and meet strict deadlines. High school diploma required; Associate’s or Bachelor’s in Accounting/Business preferred.

OTC Interest Rate and Credit Derivatives Analyst  Tampa FL or Tempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation  OTC Interest Rate and Credit Derivatives Analyst ensures all relevant processing and maintenance functions are completed accurately within prescribed timeframes and in accordance with established departmental procedures. Responsibilities: Draft and review ISDA paper confirmations for Interest Rate products. Process/review Markitwire (electronic) confirmations for Interest Rate products. Process/review TradeServ (electronic) confirmations for Credit Derivatives. Ensure all documentation complies with ISDA and market practice. Interact with Counterparty, Front Office and Legal as needed to resolve confirmation issues. Ensure the tracking of outstanding confirmations is recorded and reported to management. Respond to internal and external inquiries timely and with professionalism. Understand the roles and responsibilities of other units we deal with and effectively interface with those units when required. Work with the team and assist with ad-hoc requests and project related tasks. Participate in user acceptance testing for systems upgrades, database conversions and introduction of new systems. Provide training to other team members as needed. Requirements Qualifications: Proficiency of ISDA Interest Rate Derivatives Definitions. 5-7 years of Interest Rate Documentation experience within a banking/investment banking environment. High degree of accuracy and attention to detail; must be able to effectively manage time and prioritize multiple responsibilities; strong organizational and communication skills (both verbal and written); proficient at Microsoft Excel and Word; strong analytical and problem-solving skills; ability to quickly adapt to change and work in a deadline-oriented environment; ability to work independently and as part of a team. Bachelor’s Degree required. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

We are a NY based consulting firm searching for credentialed US tax practitioners (EA/CPA/JD) with experience preparing 1040's, 1065's and 1120S's. This customer-facing position runs from Dec-April with the possibility of working Sept- October. We provide: a computer, flex-schedule, hourly compensation (start at $30/hr), 401K, PTO, training. No restrictions on your own practice. You will need: hard-wired internet connection (No wi-fi), ability to pass a background check, active PTIN, fluency in English; Registered in OR as a tax preparer is a big plus. You must work from the US (no exceptions). We are a growing firm with an excellent track record and good reputation that thrives on collaboration among its employees. Send your full name, a brief explanation of your tax experience, credential, email and phone.