What Jobs are available for Chief Financial Officer in Orlando?
Showing 10 Chief Financial Officer jobs in Orlando
Financial Management Associate / Orlando, FL
Posted 2 days ago
Job Viewed
Job Description
You will be a Finance Analyst, responsible for performing financial analysis and support for multiple contracts. Our team is committed to driving financial excellence and supporting business decisions.
**What You Will Be Doing**
As a Finance Analyst, you will perform account setup and budget preparation, conduct financial analysis, and prepare quarterly EAC updates. You will also prepare monthly customer financial status reports, track internal earned value status, and analyze data using various toolsets.
Your responsibilities will include:
- Performing account setup and budget preparation for accurate and timely financial reporting
- Conducting financial analysis and preparing quarterly EAC updates to inform business decisions
- Preparing monthly customer financial status reports and tracking internal earned value status
- Analyzing data using toolsets such as EFS, SAP, and DELTEK COBRA to support financial decision-making
- Collaborating with cross-functional teams to drive business outcomes and achieve program goals
**Why Join Us**
As a highly motivated and detail-oriented financial professional, you will thrive in this role. You will have the opportunity to work on complex financial analysis, collaborate with cross-functional teams, and drive business growth. If you are a U.S. citizen with a strong background in finance and the ability to obtain a secret clearance, we encourage you to apply and join our team.
We are committed to supporting your work-life balance and overall well-being, offering flexible scheduling options Learn more about Lockheed Martin's comprehensive benefits package here.
**Further Information About This Opportunity:**
This position is in Orlando. Discover more about our Orlando, Florida location.
MUST BE A U.S. CITIZEN - The selected candidate must be able to obtain a secret clearance.
**Basic Qualifications:**
-Bachelor's degree in Finance, Accounting, or related field
-Strong Microsoft Excel skills
-Good communication skills
**Desired Skills:**
-Knowledge of Earned Value principles
-Knowledge of EAC process
-Strong analytical skills and attention to detail
-Experience with Electronic Financial System (EFS) / Deltek Cobra / SAP / Oracle
-Experience with preparation of customer financial reports (Funds and Man-Hours Reporting, Contacts Funds Status Report)
-Knowledge of (CSR) - Contract Status Review Process
-Experience with earned value reporting
**Security Clearance Statement:** This position requires a government security clearance, you must be a US Citizen for consideration.
**Clearance Level:** Secret
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
**Ability to Work Remotely:** Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications.
**Experience Level:** 4 yr and up College
**Business Unit:** MISSILES AND FIRE CONTROL
**Relocation Available:** Possible
**Career Area:** Finance
**Type:** Full-Time
**Shift:** First
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Financial Management / Lvl 2 / Orlando, FL
Posted 2 days ago
Job Viewed
Job Description
You will be the Financial Management Analyst for the Central Overhead team. Our team is responsible for overseeing overhead expense budgets and delivering clear financial insight to support mission success.
**What You Will Be Doing**
As the Financial Management Analyst you will be responsible for establishing, tracking, and reporting overhead costs while providing analysis that drives sound financial decisions.
Your responsibilities will include, but are not limited to:
+ Establish and manage overhead expense budgets.
+ Perform financial and variance analysis to support quarterly Estimates‑at‑Complete (EAC).
+ Prepare and deliver monthly financial reports to internal and external stakeholders.
+ Support forward‑pricing rate development and related cost modeling.
+ Maintain accurate historical cost data and documentation.
**Why Join Us**
We are seeking a detail‑oriented, collaborative professional who thrives on turning complex financial data into actionable insight. This role offers high visibility, direct impact on program budgeting, and the opportunity to work alongside seasoned leaders in a purpose‑driven environment.
We are committed to supporting your work‑life balance and overall well‑being, offering flexible scheduling options. Learn more about Lockheed Martin's comprehensive benefits package here ( .
**Further Information About This Opportunity**
This position is in Orlando. Discover more about our Orlando, Florida location. ( Qualifications:**
-Bachelors degree from an accredited college in
a related discipline (ie Finance, Accounting, etc)
-Aptitude to facilitate results, self-starter attitude
-Ability to work independently and collaboratively
-Excellent verbal and written communication
skills
**Desired Skills:**
-Intermediate Excel skills (Pivot tables, Formula development)
-Ability to present to leadership
**Clearance Level:** None
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
**Ability to Work Remotely:** Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications.
**Experience Level:** Experienced Professional
**Business Unit:** MISSILES AND FIRE CONTROL
**Relocation Available:** Possible
**Career Area:** Finance
**Type:** Full-Time
**Shift:** First
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Financial Management Staff / Lvl 4 / Orlando, FL
Posted 2 days ago
Job Viewed
Job Description
You will be the Financial Mgmt Staff for the Advanced Rotary Wing & Ground Systems (ARWGS) team. Our team is responsible for providing financial leadership and support to the Program Management team, and delivering exceptional financial analysis and reporting to drive business growth and success.
**What You Will Be Doing**
A couple sentences about the role including a brief scope of it and the team position it's on using the following format: As the Financial Mgmt Staff, you will be responsible for creating, maintaining, and tracking program budgets, customer reporting requirements, and providing detailed variance explanations and cost research to support the Business Operations team.
Your responsibilities will include, but are not limited to:
+ Creating, maintaining, and tracking program budgets to ensure accurate and timely financial reporting
+ Coordinating and preparing customer reporting requirements, including detailed variance explanations and cost research
+ Providing financial leadership and support to the Program Management team
+ Preparing, coordinating, and executing monthly reviews, quarterly Contract Status Reports (CSRs), Program Manager reviews, and E&Y audits
+ Supporting ad-hoc and internal reporting requirements
**Why Join Us**
We are looking for a collaborative and driven individual to join our team. As a Financial Mgmt Staff, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional financial analysis and reporting. You will be responsible for driving business growth and success, and will have the opportunity to make a real impact on our organization. We are committed to supporting your work-life balance and overall well-being, offering flexible scheduling options. Learn more about Lockheed Martin's comprehensive benefits package here ( .
**Further Information About This Opportunity**
This position is in Orlando. Discover more about our Orlando, Florida location. ( BE A U.S. CITIZEN - This position is located at a facility that requires special access.
**Basic Qualifications:**
- Knowledge of Monthly & quarterly Estimate at Complete (EAC) process to include program Risks & Opportunities
- Experience with Contract Status Reporting (CSR) and Long Range Planning (LRP) processes & corporate standard policies
- Familiarity with forecasting Orders, Sales, Profit and Cash Flow
- Understanding of negotiating functional budgets and analyzing performance variances
- Awareness of Earned Value Management System policies and procedures and associated metrics (EV Lite)
- Ability to multi-task and meet deadlines in a fast-paced, team environment
- Demonstrates analytical, problem-solving, and communication skills, with the ability to present complex financial concepts to stakeholders
- Proficient with MS Excel, PowerPoint and Word
- Adapt to change and digital transformation
**Desired Skills:**
- Experience with financial tools including SAP, MFC Electronic Financial Systems (EFS), MFC Electronic Contracting Environment (ECE), MFC Billings and Oracle LM Financials
- Awareness of 1LMX initiatives to include COBRA & Oracle
- Knowledge of Direct Contracts: Fixed Price (FP) and Cost Plus (CP) contracts
- Displays exceptional organization, communication and presentation skills
- Exhibits Critical Thinking and Problem Solving
**Clearance Level:** None
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
**Ability to Work Remotely:** Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications.
**Experience Level:** Experienced Professional
**Business Unit:** MISSILES AND FIRE CONTROL
**Relocation Available:** No
**Career Area:** Finance
**Type:** Full-Time
**Shift:** First
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Financial Management Senior / Lvl 3 / Orlando, FL
Posted 2 days ago
Job Viewed
Job Description
You will be a Financial Management Senior, supporting multiple contracts within the JASSM Production program area. Our team is responsible for establishing and monitoring budgets, tracking costs, and ensuring program financial commitments are met.
**What You Will Be Doing**
As a Financial Management Senior, you will establish and monitor budgets, track and reconcile costs, and conduct cost analysis to identify trends and issues. You will prepare quarterly estimate to completes (EACs) and assist the program team in monitoring and tracking expenditures, highlighting concerns and ensuring financial commitments are met.
Your responsibilities will include:
- Establishing and monitoring budgets, tracking costs, and conducting cost analysis
- Preparing quarterly EACs and assisting the program team in monitoring expenditures
- Identifying and addressing financial issues, and ensuring program financial commitments are met
- Interacting with program and financial management personnel to ensure conformance with company processes and procedures
- Processing invoices for timely billing and receipt of collections
**Why Join Us**
As a detail-oriented and analytical financial professional, you will thrive in this role. You will have the opportunity to work on complex financial analysis, collaborate with cross-functional teams, and drive business growth. If you are a motivated and organized individual with a passion for financial management, we encourage you to apply and join our team.
We are committed to supporting your work-life balance and overall well-being, offering flexible scheduling options Learn more about Lockheed Martin's comprehensive benefits package here.
**Further Information About This Opportunity:**
This position is in Orlando. Discover more about our Orlando, Florida location.
MUST BE A U.S. CITIZEN to handle Export Controlled Information
**Basic Qualifications:**
- Bachelors degree in Finance, Accounting, Economics, Business, or related degree
- Proficiency with MS Excel and Power Point
- Understanding of cost collection and budgeting
- Cost Control experience preferred
**Desired Skills:**
- Proven effective analytical skills
- Ability to multi-task in a high pressure
environment
- Strong Microsoft Office skills (Excel,
PowerPoint, etc.)
- Proven work style focusing on accountability
and professionalism
- Strong presentation skills
- Works effectively as an individual contributor
and as part of a team
- Working knowledge of LM MFC financial tool
such as EFS, SAP, and FIRE
**Clearance Level:** None
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
**Ability to Work Remotely:** Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications.
**Experience Level:** Experienced Professional
**Business Unit:** MISSILES AND FIRE CONTROL
**Relocation Available:** Possible
**Career Area:** Finance
**Type:** Full-Time
**Shift:** First
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Financial Management Staff / Secret / Lvl 4 / Orlando, FL
Posted 2 days ago
Job Viewed
Job Description
You will be a Financial Management Staff member, serving in a Cost Management role on the Air Dominance Program. This highly visible position requires significant interaction with Program, Finance, and Corporate Leadership, as well as the Customer. Our team is responsible for driving financial excellence and supporting program success.
**What You Will Be Doing**
As a Financial Management Staff member, you will establish and monitor program budgets, track and reconcile costs, and track program funding requirements. You will conduct cost analysis, develop variance explanations, and assist program and financial management in monitoring and tracking financial commitments.
Your responsibilities will include:
- Establishing and monitoring program budgets, tracking costs, and tracking funding requirements
- Conducting cost analysis and developing variance explanations and recommendations for corrective actions
- Maintaining the Earned Value System and associated logs for accurate and timely financial reporting
- Interacting with program and financial management personnel to ensure conformance with company processes
- Collaborating with cross-functional teams to drive business outcomes and achieve program goals
**Why Join Us**
As a detail-oriented and analytical financial professional, you will thrive in this role. You will have the opportunity to work on a high-visibility program, collaborate with senior leadership, and drive financial excellence. If you are a motivated and organized individual with a passion for financial management and an Active Secret Clearance, we encourage you to apply and join our team.
We are committed to supporting your work-life balance and overall well-being, offering flexible scheduling options Learn more about Lockheed Martin's comprehensive benefits package here.
**Further Information About This Opportunity:**
This position is in Orlando. Discover more about our Orlando, Florida location.
MUST BE A U.S. CITIZEN - The selected candidate must be have an Active Secret clearance.
**Basic Qualifications:**
-Experience/Knowledge with Earned Value Management
-Experience with Orders/Sales/EBIT/Cash Consolidation and CSR/LRP process
-Proficiency with MS Excel, PowerPoint and Word
-Adapt to change and digital transformation
-Active Secret Clearance with an investigation within the past 5 years
-Accounting, Finance, Economics or Business Related Bachelor's Degree with professional experience and/or related Master's Degree
**Desired Skills:**
-Experience developing CSRs with multiple contracts types and scope
-Extensive knowledge of MFC Financial Tools (EFS, SAP)
-Experience implementing DFAR EVMS and independently leading a business rhythm
-Experience developing compliant customer reports to include IPMR, CFSRs, LCCE and CSDRs
-Action oriented and ability to prioritize urgent tasks
-Strong written, verbal and presentation skills
-Exceptional organization skills
**Security Clearance Statement:** This position requires a government security clearance, you must be a US Citizen for consideration.
**Clearance Level:** Secret with Investigation or CV date within 5 years
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
**Ability to Work Remotely:** Onsite Full-time: The work associated with this position will be performed onsite at a designated Lockheed Martin facility.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications.
**Experience Level:** Experienced Professional
**Business Unit:** MISSILES AND FIRE CONTROL
**Relocation Available:** Possible
**Career Area:** Finance
**Type:** Full-Time
**Shift:** First
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Director of Financial Risk Management
Posted today
Job Viewed
Job Description
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Financial Management Staff / S&GS FP&A LOB Lead / Lvl 4 / Orlando, FL
Posted 2 days ago
Job Viewed
Job Description
You will be the **Financial Management Staff** for the Sensors & Global Sustainment (S&GS) Line of Business (LOB). Our team is responsible for providing financial support to the S&GS LOB F&BO Director and MFC FP&A Management.
**What You Will Be Doing**
As a Financial Management Staff member, you will support all areas of FP&A, including annual Long Range Planning, Quarterly Financial Reviews, and monthly Orders, Sales, Profit, and Cash forecasting. Your responsibilities will include, but are not limited to:
+ Supporting month‑end, quarter‑end, and year‑end close processes and reconciliations.
+ Preparing analyses of LOB Orders, Sales, Profit, and Cash planning and outlooks.
+ Validating individual program financial plans and ensuring forecasts align with expectations.
+ Creating financial presentations for the LOB Director and senior executives.
+ Driving continuous‑process‑improvement initiatives to increase accuracy and efficiency.
**Why Join Us**
We are seeking a proactive, analytical professional who thrives on turning data into strategic insight. If you value clear impact, collaborative problem‑solving, and a culture that empowers you to shape financial outcomes for a high‑visibility business line, this role offers the platform to make a measurable difference.
We are committed to supporting your work‑life balance and overall well‑being, offering flexible scheduling options. Learn more about Lockheed Martin's comprehensive benefits package here ( .
**Further Information About This Opportunity**
This position is in Orlando. Discover more about our Orlando, Florida location. ( Qualifications:**
- Prior program finance cost management experience
- Experience with CSR preparation and knowledge of CSR requirements
- Demonstrated strong analytical skills with attention to detail and reporting accuracy
- Ability to operate Independently in a fast paced / dynamic environment
- Strong written and verbal communication skills
**Desired Skills:**
- Experience with EFS model and MDR reporting
- Experience with Oracle EPM
- High energy with a positive attitude and desire to learn
- Excellent organizational skills and ability to handle multiple projects within aggressive deadlines
- Ability to develop and maintain trusting relationships with multiple program areas
- Working knowledge of F&BO processes in Program Finance, ICE, Accounting, Strategic Planning, and how it relates to LOB financials
**Clearance Level:** None
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
**Ability to Work Remotely:** Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications.
**Experience Level:** Experienced Professional
**Business Unit:** MISSILES AND FIRE CONTROL
**Relocation Available:** Possible
**Career Area:** Finance
**Type:** Full-Time
**Shift:** First
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Financial Services - Wealth and Asset Management - Tax Manager
Posted 2 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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Financial Services - Wealth and Asset Management - Tax Manager - EDGE multi-client
Posted 2 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The Opportunity**
When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
**Your Key Responsibilities**
You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services.
**Responsibilities include:**
+ Prepare complex financial closings, tax compliance filings and other business analysis
+ Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans
+ Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Support the acquisition of new clients through participation in business pursuit calls and presentations
+ Develop, document, and gain cross functional alignment on processes to support clients and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide effective leadership, feedback, and coaching to team members
+ Mentor/coach team members to develop technical and leadership capabilities
**Skills and Attributes for Success**
+ The ability to solve complex problems and interpret internal or external business issues and recommend solutions
+ Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates
+ Ability to lead projects. Employee works independently, with guidance in only the most complex situations.
+ Incumbent has specialized depth and/or breadth of expertise
+ Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution
+ Manage internal and external client relationships and professional network to support client retention and new business development
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
**To qualify for the role you must have:**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ CPA, EA, or licensed attorney
+ Minimum of 5 years of experience in a professional services or tax services organization
+ Strong attention to detail
+ Good written & verbal communication skills
+ Proven conceptual and analytical ability
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
+ Proficient in the use of various tax and accounting technologies
+ Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
**Ideally, you'll also have:**
+ Strong analytical skills and attention to detail
+ The ability to adapt your work style to work with both internal and client team members
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,300 to $65,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 108,500 to 188,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Is this job a match or a miss?
Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned
Posted 2 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The opportunity**
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
**Skills and attributes for success**
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
**To qualify for the role you must have**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $89,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 124,200 to 215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Is this job a match or a miss?