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Confluence Financial Partners Jobs in Virginia (NOW HIRING)

Business Process Analyst (Finance)

Arlington, VA · On-site

$70K - $94K/yr

... financial system. The ideal candidate will have demonstrated experience with: requirements ... This individual will partner directly with business stakeholders, end users, and program leadership ...

Hands-on experience with tools such as Jira and Confluence. Desired Skills * Prior professional ... Familiarity with financial analysis or budget tracking. * Familiarity with MS Azure/AWS.

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Today, we are pushing the boundaries of possibility through partnerships and investments in ... Hands-onproficiencywith Jira, Confluence, and TestRail for backlog management, traceability, and ...

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Confluence Financial Partners information

What is Confluence Financial Partners?

Confluence Financial Partners is a financial advisory firm that provides comprehensive wealth management, financial planning, and investment services to individuals, families, and businesses. The firm’s advisors help clients create personalized strategies to achieve their financial goals, manage assets, and plan for retirement. By offering tailored advice and ongoing support, Confluence Financial Partners aims to guide clients through every stage of their financial journey.

What does a typical week look like for a financial advisor at Confluence Financial Partners?

A typical week for a financial advisor at Confluence Financial Partners involves a mix of client meetings, portfolio reviews, and strategic planning. Advisors spend significant time building and maintaining client relationships, preparing personalized financial plans, and staying updated on market trends. Collaboration with team members, including analysts and administrative staff, is common to ensure comprehensive service delivery. The work environment encourages continuous learning and professional development, with opportunities to attend industry seminars and pursue certifications.

What are the key skills and qualifications needed to thrive as a financial advisor at Confluence Financial Partners, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning expertise, and relevant certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and investment research tools is typically required. Excellent interpersonal communication, trust-building, and active listening skills set top advisors apart in client relationships. These skills are essential for providing sound financial advice, building long-term client trust, and achieving client financial goals.

What is the difference between Confluence Financial Partners vs Financial Advisor?

AspectConfluence Financial PartnersFinancial Advisor
CertificationsCFP, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial services firms, offices, client meetingsFinancial services firms, offices, client meetings
Industry UsageFinancial planning and wealth managementFinancial planning, investment advice, wealth management

Confluence Financial Partners and Financial Advisors often share similar certifications and work environments, focusing on client financial planning and wealth management. The main difference is that Confluence Financial Partners is a firm name, while Financial Advisor refers to the professional role. Both serve similar client needs within the financial industry.

What are popular job titles related to Confluence Financial Partners jobs in Virginia?

For Confluence Financial Partners jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Confluence Financial Partners jobs in Virginia look for?

The top searched job categories for Confluence Financial Partners jobs in Virginia are:

What cities in Virginia are hiring for Confluence Financial Partners jobs?

Cities in Virginia with the most Confluence Financial Partners job openings:

Infographic showing various Confluence Financial Partners job openings in Virginia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution.

Cleared Financial Business Analyst with Security Clearance

Toptimum LLC

Broadlands, VA • On-site

Other

Posted 2 days ago

New


Job description

This job requires a TS/SCI clearance with polygraph. Please do not apply unless you already have that level of clearance. Candidates that do not have this clearance will not be contacted. Description: Seeking an experienced strategic organizational planner to advise and assist a client in the US Intelligence Community. On this multi-year project, the analyst will have the opportunity to demonstrate intellectual agility by providing comprehensive support to the customer's business processes that will support the client in optimizing delivery of specialized projects in support of their mission. This project features the opportunity to interact with a wide range of key stakeholders, including those at senior levels. This is an exciting opportunity for an intellectually curious, energetic management consultant to work on a project with real impact helping our client develop ways of better meeting the needs of the mission. Duties/Responsibilities * Establish and maintain pricing structures with the intent to break even over time. These pricing structures include the immediate cost of operations, as well as collections for investments in the business and recapitalization of aged capital infrastructure. * Track and assess performance and activity levels of the Sponsor's BEs. Recommend methods to optimize performance and improve corporate strategies by leveraging organizational knowledge, reviewing business-related data, using comprehensive data analysis skills, and researching and recommending new analytic practices. * Track, assess, and report resource capacity leveraging that data to ensure right sizing of contractor workforce. * Run pricing scenarios to evaluate potential financial impacts and outcomes. * Assist in the development, enhancement, and maintenance of capturing cost and/or pricing data, and cost recovery activities across organizations by analyzing: * Service descriptions * Cost and pricing models * Billing policies * Cost recovery processes * Compile and analyze cost data charged across the BE and provide status of life-cycle cost estimates. * Conduct historical analysis of the customer's pricing and performance data, comparing it to any proposed current organizational and pricing modifications. * Support the customers annual Pricing Assessment exercise, to include: * Assemble financial information from the customer office and partners * Assess financial data based on the Activity-Based Costing (ABC) model * Facilitate Pricing Assessment meetings with Leadership * Report on financial analysis through cost-benefit analysis; provide recommendations. * Coordinate with the Sponsor's Finance team to assess and strategically allocate budget resources for the BE, for example: * Use business modeling analysis to assess fiscal standings and forecasting * Perform cost-benefit analysis to address long-term strategic decisions * Provide life-cycle cost estimation to support fiscal evaluations * As directed by the Sponsor, prepare and report on organizational performance metrics, analytic findings and trends regarding the Sponsor's BE. Reports shall be presented using dashboards, presentation applications and/or data visualization tools (e.g., Tableau, or Microsoft PowerBI) that display operational status, efficiency levels, and trend lines. Required Qualifications: * U.S. Citizenship.
* Requires an active TS/SCI security clearance w/ Poly.
* Bachelor's Degree, preferably in a finance or business related field.
* Minimum of 7 years of professional experience in financial or business analysis or project management.
* Strong ability to organize, write, and edit technical and non-technical materials to appeal to specific and varied audiences.
* Strong critical thinking skills and ability to think strategically.
* Familiarity with data visualization tools, such as Microsoft Power BI or Tableau.
* Experience using a shared drive, such as SharePoint and Confluence.
* Experience interacting with customers at all levels and in different offices throughout the organization.
* Excellent organizational skills and superb attention to detail.
* Ability to exercise tact, diplomacy, excellent judgment, personal integrity, and absolute discretion.
* Ability to work independently and effectively with personnel at all levels in a team environment.
* Ability to develop plans and solutions to resolve problems and issues.
* Ability to effectively plan workload, meet established deliverables, and manage competing priorities.
* Ability to operate effectively in a dynamic, multitasking environment and change focus quickly, with a strong commitment to customer satisfaction. Physical Requirements * Ability to work full-time (40 hours/week) at the customer site while sitting at a desk and working on a computer
* Ability to be in the office during core hours of 9am-3pm
* Routine video conference and/or in-person meetings
* Ability to attend planned meetings within the Washington Metro Area region