Richland, WA

Finance Jobs in Richland, WA

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Today

Senior Budget and Financial Analyst

Salmon Group, Inc. Richland, WA

Richland, WA

Today

$127k+/yr Full time Accounting Analytical Skills Analytics

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Job Description

The Senior Budget and Financial Analyst contractor will provide business systems support to the Department of Energy (DOE), supporting the Hanford Site Budget (BUD) and Finance (FIN) Divisions. The role allocates approximately 60% of work hours to BUD and 40% of work hours to FIN, with a strong focus on Power BI and recurring budget and finance reporting for HQ.

Location and Work Model

Location: Richland, WA (onsite)
Ability to Commute: Richland, WA 99354 (Required)
Work Location: In person
Job Type: Full-time

Compensation

Salary: USD 127,000 per yearly
Pay: From $127,000.00 per year

Core Support and Reporting Focus

Support for BUD and FIN includes Power BI/Power Pivot data modeling, integration, reporting, and documentation. The contractor will collaborate with IT teams regarding user permissions and access controls, coordinate with contractors’ IT departments to resolve Power BI issues, and deliver recurring budget and finance reports to HQ.

Responsibilities

Build, optimize, and maintain multiple Power BI data models to support reporting and analysis.
Apply best practices for data modeling, including schema design, relationships, and performance optimization.
Extract data from sources such as department data warehouses, Excel, SharePoint, and Access databases.
Transform and cleanse data to maintain consistency, accuracy, and relevance.
Integrate transformed data into Power BI models.
Create custom measures using DAX (Data Analysis Expressions) to support complex reporting needs.
Maintain an up-to-date desk guide describing step-by-step procedures for data modeling, report creation, and system maintenance.
Ensure colleagues can follow documented procedures independently.
Coordinate with Information Technology (IT) departments to streamline user permissions and access controls.
Coordinate with contractors’ IT departments to resolve Power BI issues.
Support interactions between business users and IT teams to maintain data security and compliance.
Create and maintain customized reports in BI software tailored to specific user needs.
Visualize information using interactive dashboards, charts, and graphs.
Design Power BI visualizations using external Microsoft Excel data and transform it into Power BI data models.
Develop Microsoft Forms and Power Apps to support simplified data entry.
Improve data collection with intuitive interfaces.
Train Finance and Budget staff on data analytics tools, Power BI desktop, and Power BI service capabilities.
Provide short trainings during weekly Finance and Budget staff meetings covering tools such as Power BI and SharePoint.
Promote a data-driven culture and collaborate with other offices to improve data collection methods and data integrity.
Identify opportunities for cross-functional collaboration and knowledge sharing.
Assist in creation of SharePoint sites for Finance.

Daily, Monthly, Quarterly, and Annual Reporting Duties

Daily (beginning of day): Extract and upload Standard Accounting & Reporting System (STARS) data into the master data file, check for new records, and update BI analyses to ensure new records are coded correctly.
Daily (beginning of day): Update Power Pivot lookup and fact tables.
Daily (beginning of day): Notify users when updates are complete.
Monthly (end of month): Populate tables, charts, and dashboards.
Monthly (after all end of month STARS data is final): Populate tables, charts, and dashboards.
Monthly (normally by the 10th calendar day): Report obligation and cost variances to HQ.
Monthly (normally by the 10th calendar day): Secure approval from the appropriate DOE official before releasing.
Monthly (by the last Wednesday of the month preceding the first Monday of the next month): Create budget presentations in PowerPoint and SharePoint.
Monthly (by the last Wednesday of the month preceding the first Monday of the next month): Secure approval from the appropriate DOE official before releasing.
Monthly Execution Summary to HQ (within 3-business days of receipt from DOE): Validate and reconcile HQ information, then submit correct data and narratives to HQ.
Monthly Execution Summary to HQ (within 3-business days of receipt from DOE): Secure approval from the appropriate DOE official before releasing.
Quarterly Site Executive Summary to HQ (within 3-business days of receipt from DOE): Validate and reconcile draft information from HQ, then submit correct data and narratives to HQ.
Quarterly Site Executive Summary to HQ (within 3-business days of receipt from DOE): Secure approval from the appropriate DOE official before releasing.
Annual Report (by October 31): Deliver Budget Execution Review to HQ DOE using PowerPoint.
Annual Report (by October 31): Secure approval from the appropriate DOE official before releasing.
Semiannual Manual (within 6-months of contract award and every 6-months thereafter): Publish and update a user manual covering Power Pivot data schema, navigation and display of data, reporting using Power Query/Power Pivot/Power BI/SharePoint/Teams, and practical tips for Power Pivot, Power BI, SharePoint, and Teams.
Weekly Report: Address work accomplished and deliverable progress for the technical point of contact.
Monthly Report: Submit a combination of weekly status reports with the monthly invoice, including deliverable progress and submission dates where applicable.
Monthly Report: Include work schedule for contractor employees, including any leave taken.

Required Experience and Education

Experience: Department of Energy experience (Required) - 5 years
Education: Bachelor’s (Required)
Minimum Experience: 5 years

Minimum Qualifications

High school degree or higher education
Advanced skill level in Excel
Intermediate skill level with Power Query, Power Pivot, and Power BI, including extensive use of DAX
Intermediate skill level in PowerPoint
Intermediate skill level with Word
Intermediate experience in data mining from large data warehouse(s)
Basic skill level in Outlook
Intermediate skill level in SharePoint (Preferred experience)
Excellent reading, writing, and speaking communications skills
Ability to perform multiple tasks with dynamic priorities independently
Experience maintaining databases in Microsoft Access or similar software
Experience with Teams
Knowledge of Federal Government and DOE budget execution principles and budget/financial systems
Knowledge of Hanford Site mission, activities, and priorities (preferred)

Preferred/Clarified Technologies

Power BI
DAX (Data Analysis Expressions)
Power Query
Power Pivot
Microsoft Excel
SharePoint
Access
Microsoft Forms
Power Apps
PowerPoint
Outlook
Teams
Standard Accounting & Reporting System (STARS)
Microsoft Word

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Statement of Work Budget and Systems Support Notes

Approximately 60% of work hours supporting BUD and 40% supporting FIN.
Work products must be thorough, accurate, appropriately documented, and comply with established criteria.
Duties must be performed in a competent and professional manner that meets milestone and delivery schedules.

Application Question

Do you have DOE budget execution principles and budget/financial systems experience?

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1mo ago

Associate Financial Advisor

Epic Private Wealth Richland, WA

Richland, WA

1mo ago Closed

$75k - $115k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Sep 13, 2026).

Job Description

Epic Private Wealth is seeking a full-time, in-office Associate Financial Advisor to support its Richland, Washington client base. This is a client-facing role focused on delivering proactive service to existing investment clients while efficiently moving prospects through the firm’s Retirement Roadmap planning and onboarding process. Over time, the position is designed to grow into a Senior or Lead Advisor career path based on performance, compliance discipline, and client outcomes.

Role at a Glance

Location: Richland, WA (onsite)
Employment: Full-time, in-office (not hybrid or remote)
Experience: 2+ years advisory-related experience
Salary range: USD 75,000 - 115,000 per year

What You’ll Do

Respond to new leads quickly, with best-effort response targets of 5–10 minutes, and a minimum standard of within one business hour.
Execute the firm’s 14-day follow-up sequence for new leads and prospects.
Document prospect and client interactions in Redtail CRM and/or GoHighLevel, keeping tasks, notes, next steps, and follow-up dates current.
Prepare for scheduled client, prospect, and internal meetings, including required materials and action items.
Communicate clearly across clients, prospects, senior advisors, operations, marketing, and the tax team.
Move assigned prospects and clients through the next step in the advisory process, including discovery or good-fit calls for marketing-generated leads.
Conduct financial triage to determine fit with the firm’s ideal client profile, emerging wealth category, tax/planning opportunities, or whether the lead is not a fit.
Participate in client and prospect meetings with senior advisors and prepare agendas, financial planning materials, portfolio review materials, and follow-up items.
Support ongoing client service by reviewing assigned service tasks and ensuring timely completion.
Maintain pipeline visibility for active prospects, Retirement Roadmap opportunities, onboarding clients, and new AUM opportunities.
Complete assigned annual or semiannual review meetings for existing client households and review relationships for service needs, planning opportunities, portfolio concerns, and follow-up items.
Support new client onboarding activities including account opening, transfer paperwork, DocuSign workflows, and AdviceWorks/Fidelity/NFS processes.
Coordinate with the tax team on planning opportunities such as Roth conversions, tax-efficient retirement income planning, charitable planning, business-owner planning, and other tax-related strategies.
Support educational and client events, workshops, expos, and community events as assigned.
Track and review CRM pipeline and KPI information with Senior Advisor Leadership Team, including conversion activity, new Retirement Roadmaps sold, and new AUM gathered.
Participate in quarterly advisory planning and performance discussions, and continue development toward Lead Advisor responsibilities.

Licenses, Skills, and Experience

Required license: Active Series 65 or Series 66
Required license: Active Life & Health Insurance License
Experience: Minimum 2–3 years of advisory-related experience at another financial advisory firm
Experience working directly with clients or prospects in a financial advisory environment
Strong understanding of financial planning, investment management, and client relationship management
Strong written and verbal communication skills
High attention to detail with strong follow-through, including accurate CRM documentation and task management
Professional presence suitable for high-net-worth and successful business-owner clients
Ability to work full-time in office in Richland, Washington

Tools and Technologies

Redtail CRM
MoneyGuidePro
Fidelity/NFS
AdviceWorks
DocuSign
GoHighLevel
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook

Compensation and Incentives

Starting base salary range: $75,000–$85,000 depending on experience, licensing, and fit
Additional bonus potential: $20,000–$30,000 based on performance and asset gathering results
Performance bonuses may be tied to client service, lead follow-up, CRM/task discipline, and execution of the firm’s advisory process
Asset gathering/net new revenue growth bonuses are tied primarily to new Retirement Roadmaps sold/completed and new AUM closed/gathered
Pay: $75,000.00 - $115,000.00 per year

Benefits

Health insurance
401(k) match
Paid time off
Paid holidays
Licensing and continuing education support
CFP education support
Annual Education Reimbursement Program for professional development
Company-paid travel and event expenses for approved business activities
401(k)
Dental insurance
Life insurance
Vision insurance

Application

Complete the required survey to be considered: https://forms.cloud.microsoft/r/zednEnSUGn

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Richland, WA

Richland, WA

2mo ago Closed

$29 - $34/hr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 27, 2026).

Job Description

This is an entry-level Financial Solutions Advisor Stage I opportunity at Bank of America in Richland, WA, focusing on securing securities licenses and delivering guided financial support to clients, with clear progression to Stage II and additional opportunities.

Location

Richland, WA (onsite)

Compensation

USD 29 - 34 per hour

Minimum Education

High School Diploma / GED / Secondary School or equivalent

Responsibilities

Develop and manage a portfolio of client relationships from initial contact to ongoing engagement.
Assess clients' multifaceted financial scenarios and provide tailored advice and solutions to help them achieve their financial goals, maintaining a client-centered approach.
Present Bank of America core banking and investment offerings and a client-care framework within the financial center.
Offer comprehensive, end-to-end financial guidance, conduct client reviews and presentations, and propose strategies aligned with clients' goals and life priorities.
Collaborate with banking and investment partners to connect clients with solutions across Bank of America and Merrill to address a broad range of financial needs.
Expand your professional network starting in the financial center, engaging with banking customers, small business owners and higher net worth clients, leveraging the firm’s relationships with about half of U.S. households to grow the business.
Obtain the required securities licenses (SIE, Series 7, Series 66, with 63/65 accepted in lieu of 66) within specified time frames and complete related training.
Participate in comprehensive training and onboarding programs designed to prepare you for success.

Requirements

Spanish language proficiency is required.
Aptitude for pursuing and obtaining required industry licenses.
Strong self-discipline in time and workload management.
Experience in building client relationships, assessing needs, and recommending suitable solutions.
Proven ability to develop effective peer relationships through clear communication and collaboration.
Results-driven mindset with a focus on prioritizing client interests in a dynamic, fast-paced environment.
Ability to manage multiple tasks concurrently.
Willingness to learn and adapt to new technologies or applications.

Benefits

Access world-class training and onboarding programs to support a successful career at Bank of America.
Receive training and one-on-one coaching from Academy managers dedicated to your success.
Grow your business knowledge through a defined consultative approach to identify client needs and appropriate solutions.
Complete the Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) via structured lessons and study time; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days.
Build your network starting at the financial center by engaging with various client segments and leveraging broad household relationships to expand the business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet a wide range of financial needs.

Schedule

Monday – Fridays and rotating Saturdays

Shift

1st shift (United States of America)

Hours per Week

Skills

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

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Finance Jobs in Richland, WA

Senior Budget and Financial Analyst

Associate Financial Advisor

Financial Solutions Advisor Registration Candidate

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