Financial Analyst

Wealth Management Partners, LLC; Kentucky; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive benefits/compensation packages

Job summary

Wealth Management Partners, LLC is hiring a Financial Analyst based in Kentucky, responsible for providing analytical support and developing financial models. Candidates should have at least a Bachelor's degree in accounting and 2 years of experience in audit or financial services.

The role requires proficiency in Microsoft Office Suite, particularly Excel and PowerPoint, and familiarity with auditing standards and documentation processes. Competitive compensation and benefits are offered.

Qualifications

• Bachelor's degree from an accredited institution with 6 semester hours in accounting.
• Minimum 2 years of audit or financial advisory services experience.
• Familiarity with FISCAM and Blue Book criteria.

Responsibilities

• Develop financial auditing models to support audit readiness.
• Assist in documentation and system assessments.
• Prepare financial reports based on project SME direction.

Skills

Microsoft Office Suite (Excel, PowerPoint)

Analytical and problem-solving skills

Communication skills

Education

Bachelor's degree in accounting or a technical field

CPA or CISA Certification

Tools

Report software

Excel

Oracle Federal Financials

Job description

Job Type: Full Time

Education: Bachelor's Degree

Category: Governmental

Location

• Wright Patterson AFB, Ohio

Organization

Wealth Management Partners, LLC Certified Public Accountants & Business Consultants is an Alabama based company that provides management and program support to private & public entities and government agencies in the United States. The company is headquartered in Montgomery, Alabama with operations at government facilities in two (2) states.

Position Description

Serve as an analyst on project team, maintaining analytical guidance for the project team and manager, and performing related assigned tasks to the engagement. The Financial Analyst (FA) will develop applicable financial models, assist in the creation of presentations, and accumulate pertinent data to aid project Subject Matter Experts (SMEs) in the completion of system oriented‑financial statement audit readiness tasks. The FA position will assist the SMEs in providing overall client support to become CFO Act compliant and achieve audit readiness pursuant to FIAR guidance.

Responsibilities

• Develop financial/IT auditing models as directed by project SMEs in support of achieving and maintaining audit readiness, pursuant to FIAR guidance.
• Assist SMEs in organizing pertinent system documentation, while learning how to conduct FISCAM and/or Blue Book system assessments.
• Analyze software systems and document requirements per FIAR methodology.
• Serve as apprentice for project SMEs to learn how to identify methods to improve system processes, controls, and documentation through system improvements.
• Assist with sustainment of audit readiness of legacy systems
• Participate as available to develop mitigation/remediation plans based upon weaknesses identified by project SMEs.
• Assist in the development of system presentations during required review and approval processes.
• Assist in the preparation of financial/auditing reports, recommendations, and/or Corrective Action Plans (CAPs) based upon guidance received from the project SMEs.

Formal Education & Certification

• Bachelor's degree in accounting or other technical field from an accredited college or university with at least 6 semester hours in accounting required.
• CPA or CISA Certification or CPA or CISA candidate desired.
• Continuing Professional Education in accordance with the Yellow Book.
• Minimum of 2 years of audit, accounting, or financial and management advisory services experience – direct experience working with DoD or Federal Agencies in support of FIAR initiatives will be looked upon favorably.

Knowledge & Experience

• Demonstrate a keen knowledge of Microsoft Office Software Suite products required (specific focus on Excel and PowerPoint will be critical).
• Extensive practical knowledge in importing data for use in report software, spreadsheets, graphs, and flow charts required.
• Familiarity DoD Federal Information Systems Controls Audit Manual (FISCAM) and familiarity with DFAS 7900.4-M, Financial Systems Requirement Manual (Blue Book) requirements required.
• Familiarity with DoD Financial Management and/or Oracle Federal Financials is beneficial.
• Familiarity with OUSD(C) FIAR Guidance is required.
• Experience working in a team‑oriented, collaborative environment required.
• Excellent understanding of organizational goals and objectives desired.

Personal Attributes

• Excellent analytical, mathematical, and creative problem‑solving skills.
• Timely attendance; task and detail oriented
• Ability to effectively prioritize and execute tasks in a high‑pressure environment.
• Excellent listening, interpersonal, written and oral communication skills.
• Ability to communicate ideas in both technical and user‑friendly language.

Work Conditions

• Normal working hours will be an eight (8) hour day, five (5) days per week (Monday – Friday 8AM-5PM).
• Occasional work support during other than normal hours (i.e., evening and weekend to meet deadlines).
• May be required to travel in support of system development.
• Sitting for extended periods of time.

Position requires the ability to pass and maintain a Security Clearance.

Wealth Management Partners, LLC offers competitive benefits/compensation packages.

Wealth Management Partners, LLC is an Equal Opportunity Employer