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Confluence Financial Partners Jobs in Washington

NOAO

Program Financial Analyst

Washington, DC

The PFA serves as the primary financial partner for assigned Program(s) and/or Service(s ... Proficiency with collaboration tools (e.g., Google Workspace, Confluence, Asana, JIRA)

Guidehouse

Business Process Analyst (Finance)

Arlington, VA

$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 ...

Tria Federal

Senior Product Analyst

Arlington, VA · On-site

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.

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

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

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

Confluence Financial Partners jobs near you
Infographic showing various Confluence Financial Partners job openings in Washington as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, and 18% Remote job distribution.

Program Financial Analyst

NOAO

Washington, DC

Full-time

Retirement, PTO

Re-posted 6 days ago

Job description

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a key member of NOIRLab’s Management Support Services (MSS) organization. MSS includes the Portfolio Management Office (PMO), Finance, Document Management, and other shared business services.

NOIRLab is a complex, matrixed organization with an annual budget of approximately $116M, executed across five Programs and four Service areas. The PFA serves as the primary financial partner for assigned Program(s) and/or Service(s), providing endtoend financial planning, analysis, reporting, and compliance support.

This is a midlevel, highimpact role for a handson financial analyst who enjoys partnering with leadership, translating technical financial data into insights, and supporting datadriven decisionmaking in a missiondriven, scientific research environment.

Essential Functions
Financial Management & Business Partnership
  • Serve as the primary financial partner to Program and/or Service leadership and budget managers.
  • Provide tailored, endtoend financial planning, analysis, and decisionsupport services.
  • Develop and maintain metrics and dashboards to monitor financial health, trends, and risks.
Budget Development & Planning
  • Lead financial support for assigned Program(s)/Service(s) during the annual Program Operating Plan (POP) process.
  • Support preparation of quarterly and annual external financial reports to the National Science Foundation (NSF).
  • Partner with budget managers and AURA Central Administrative Services (CAS) to develop bottomup budgets using appropriate methodologies (e.g., earned value where applicable).
Forecasting & Workforce Planning
  • Produce recurring inyear and multiyear forecasts, rolling budgets, and estimates at completion (EAC).
  • Maintain workforce plans, hiring assumptions, and detailed staffing changes to support quarterly forecasting and reporting.
  • Incorporate scope changes, updated cost data, and evolving assumptions into forecasts.
Proposal & New Funding Support
  • Collaborate with stakeholders to develop compliant, realistic budgets for new funding opportunities and proposals.
  • Translate technical scope into fully costed labor and nonlabor budgets.
  • Develop bases of estimate and provide financial guidance through proposal submission.
Financial Analysis & Reporting
  • Analyze budget vs. actual variances, funding availability, and financial risks.
  • Identify and recommend corrective actions and mitigation strategies.
  • Design and implement new financial reports and analyses in response to emerging needs.
  • Partner with CAS and external experts to develop analytical tools and improve reporting capabilities.
Compliance & Internal Controls
  • Support NOIRLab’s internal controls and ensure compliance with:
    • NOIRLab policies and procedures
    • AURA policies
    • Contractual and award requirements
  • Advise managers on applicability of:
    • OMB Uniform Guidance (2 CFR 200)
    • Federal Acquisition Regulation (FAR)
    • Cost Accounting Standards (CAS)
  • Contribute to continuous improvement of NOIRLab’s financial planning, analysis, and control processes.
Collaboration & Organizational Support
  • Work closely with other PFAs, the NOIRLab Finance team, PMO, Management Team, and CAS.
  • Support crossfunctional initiatives and organizational financial coherence.
Requirements
Education & Experience
  • Bachelor’s or Master’s degree in Finance, Accounting, Business Administration, or equivalent relevant experience.
  • 4+ years of experience in Financial Planning & Analysis (FP&A) or a similar role.
Technical Skills
  • Experience with ERP systems (e.g., SAP, Deltek Costpoint, Oracle, Sage, or similar).
  • Advanced Excel skills and experience working with large, complex data sets.
Core Competencies
  • Strong analytical and criticalthinking skills.
  • Exceptional attention to detail.
  • Effective communication and interpersonal skills with the ability to partner across all levels.
  • Demonstrated curiosity, adaptability, and interest in improving and streamlining processes.
Preferred Qualifications
  • Master’s degree (MBA or similar) or professional financial certification.
  • Experience with:
    • Deltek Costpoint and Cognos BI
    • Business intelligence and data tools (Access, SQL, Business Objects)
  • Background in federally sponsored research, nonprofit, or government contract environments.
  • Familiarity with:
    • OMB Uniform Guidance (2 CFR 200)
    • FAR and CAS
    • Earned Value Management (EVM)
    • Indirect rate development and application
  • Experience training others on financial systems or tools.
  • Proficiency with collaboration tools (e.g., Google Workspace, Confluence, Asana, JIRA).
  • Experience in international, multicultural, or hightechnology environments.
  • Working knowledge of Spanish.
Occasional travel within and outside the contiguous United States.
 
Location: Preferably Tucson, open to Washinton D.C. 
 
The NSF NOIRLab is the preeminent US national center for ground-based, nighttime optical and infrared astronomy. NOIRLab is a Federally Funded Research and Development Center (FFRDC) which operates as a matrix organization, providing services across a range of programs: Gemini, Rubin, MSO (CTIO and KPNO), and CSDC; with facilities in three geographic locations: Arizona, Chile and Hawai’i. The mission of NOIRLab is to enable breakthrough discoveries in astrophysics by developing and operating state-of-the-art ground-based observatories and providing data products and services for our community.
 
Salary Range: $85,000 - $108,000 per year. The final salary will depend on skills, qualifications, experience, and location. 
 
AURA offers an excellent benefits package including paid time off and retirement plan contributions, competitive salary commensurate with experience, and a very attractive work environment. Details on benefits can be found at Benefits by Location - Aura Human Resources
 

This position will remain open until it is filled. Please submit a cover letter and a CV or resume, PDF files preferred. Please name any attachments with the following format: LastName DocName.

Individuals needing assistance with the employment process can request assistance here.

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