<p>We are looking for a dynamic Business Development Associate with expertise in sales and relationship management to join our team in Washington, D.C. This position offers the opportunity to be a part of a well-established sales team, fostering career growth while contributing to the company’s expansion within the services sector. The ideal candidate will excel at identifying client needs, developing solutions, and driving business success.</p><p><br></p><p>Responsibilities:</p><p>• Build and nurture strong relationships with clients, prospects, and internal stakeholders to foster trust and collaboration.</p><p>• Generate leads by identifying client needs, qualifying prospects, and understanding decision-making processes.</p><p>• Present marketing materials effectively and coordinate sales meetings to engage potential clients.</p><p>• Maintain and update the database of accounts and leads to ensure accurate and organized records.</p><p>• Provide valuable feedback and recommendations based on interactions with clients to improve marketing strategies.</p><p>• Research and analyze market trends to identify opportunities for business growth.</p><p>• Collaborate with the sales team to develop and execute strategic sales plans.</p><p>• Ensure consistent communication with clients to address their needs and provide tailored solutions.</p><p>• Monitor and report on sales performance metrics to drive improvements in processes and outcomes.</p><p><br></p><p>All interested candidates in the Business Development Associate and other fulltime permanent opportunities in the DMV please send your resume to Justin Decker via LinkedIn. </p>
<p>Are you currently a Big 4 auditor or in transaction advisory with at least 2 years of experience? Is auditing/transaction advisory not the path you want to follow? Are you more interested in being an analyst and working on deals? If so, our client, a growing financial services company in Montgomery County is looking for a Sr Associate to join one of their deal teams. This role offers an exciting opportunity to contribute to a forward-thinking institution committed to sustainability and decarbonization. You will play a key part in analyzing, structuring, and managing loan opportunities within one of their largest sectors. This position combines new deal assessment with ongoing loan monitoring, offering exposure to the full investment lifecycle from initial review through active portfolio management. The role is well suited for an auditor or transaction advisory professional who can interpret complex information, communicate clear recommendations, and contribute to informed credit decisions.</p><p><br></p><p>Responsibilities:</p><p>• Engage with private equity sponsors and borrower management teams to build a strong understanding of business models, performance drivers, and transaction dynamics.</p><p>• Analyze diligence materials such as lender presentations, investment summaries, third-party reports, and company financial information to assess credit quality and business performance.</p><p>• Evaluate operating results, customer trends, segment activity, and financial forecasts to identify key strengths, risks, and relevant mitigating factors.</p><p>• Prepare thorough investment memoranda that present underwriting conclusions, industry context, and the overall rationale for lending opportunities.</p><p>• Conduct market and industry research to determine how competitive conditions and broader economic trends may affect borrower performance.</p><p>• Support modifications to existing credit arrangements, including amendments, waivers, and restructuring situations within the assigned portfolio.</p><p>• Review loan documentation alongside legal counsel to confirm business terms are accurately reflected and aligned with approved transaction structures.</p><p>• Monitor assigned loans throughout their lifecycle by tracking reporting requirements, participating in ongoing credit discussions, and contributing to periodic portfolio reviews.</p><p>• Maintain complete and timely credit files while ensuring required borrower deliverables are received and documented appropriately.</p><p>• Provide support for activities related to other assigned portfolio management or underwriting initiatives.</p><p><br></p><p>The ideal candidate for this Senior Associate role will have a BS in Accounting, Finance or Econ (preferably a CPA or MBA), 3+ years of financial statement audits or transaction advisory work coming out of one of the Big 4 with very strong writing and analysis skills (intermediate Excel skills). Comp range for this role is 100-130K in base plus bonus and full benefits. On-site in Chevy Chase, MD 4 days/week. Beautiful office, great company culture and growth. To apply to this Senior Associate role, please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035. </p>
<p>We are looking for an organized Program Manager Intermediate to support project delivery and operational coordination for a long-term contract opportunity in Washington, DC. This role will oversee project planning, track progress against changing priorities, and help keep teams aligned on timelines, ownership, and execution. The ideal candidate brings hands-on experience managing day-to-day project activities while maintaining clear communication across stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Support development of an AI economy monitoring dashboard</li><li>Coordinate cross-functional projects with multiple stakeholders</li><li>Conduct research and analyze AI and economic trends</li><li>Translate complex data into clear executive summaries and insights</li><li>Manage workflows, meetings, and project timelines</li><li>Contribute to broader CEI initiatives (e.g., financial health, local market insights)</li></ul><p><br></p>
<p>We are looking for an experienced Wealth Advisor to support high-net-worth individuals and families in Potomac, Maryland. This position focuses on creating thoughtful financial strategies, delivering tailored guidance, and building long-term client relationships grounded in trust. The ideal candidate brings strong planning expertise, investment knowledge, and a client-centered approach to helping individuals meet both wealth preservation and growth objectives.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain strong relationships with high-net-worth clients by providing attentive, ongoing advisory support.</p><p>• Create customized financial plans that align with each client's short-term priorities and long-term wealth objectives.</p><p>• Lead clients through the planning process by evaluating financial circumstances, identifying goals, and recommending appropriate solutions.</p><p>• Advise on investment approaches, annual planning priorities, and broader wealth management strategies based on client needs.</p><p>• Apply knowledge of financial planning, investment products, and tax-aware strategies to deliver well-rounded guidance.</p><p>• Monitor market activity, industry developments, and product updates to keep recommendations relevant and informed.</p><p>• Prepare research and supporting materials in advance of client meetings to ensure productive and strategic discussions.</p><p>• Ensure all client interactions, recommendations, and documentation adhere to applicable regulatory and compliance standards.</p><p><br></p><p>Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.</p>
<p>We are looking for a detail-oriented Sr. Accountant to join a growing organization in Sparks, Maryland on a Contract basis. The ideal candidate brings strong technical accounting knowledge, solid reporting skills, and the ability to explain financial information clearly to colleagues across the organization.</p><p><br></p><p><strong>Core Responsibilities</strong></p><ul><li>Analyze financial results and performance trends through the development of key performance indicators (KPIs), with comparisons to market and industry benchmarks.</li><li>Prepare and maintain a variety of financial models, customized reports, and other ad hoc analyses to support business needs and decision-making.</li><li>Complete monthly journal entries along with all necessary backup documentation, while also reviewing related schedules for accuracy, consistency, and completeness.</li><li>Perform reconciliations for balance sheet and income statement accounts, identifying and resolving discrepancies in a timely manner.</li><li>Present financial data, accounting policies, and procedural guidance in a clear and understandable way for leaders outside of finance.</li><li>Provide hands-on support across the department as needed, including administrative and operational tasks such as invoice filing, inventory assistance, and document conversion.</li></ul><p><br></p>