Financial Analyst

This position will be primarily remote, although occasional hybrid (in person attendance optional) meetings may be held at the client’s site in Washington, or at the PBG Offices in McLean, VA; once or twice a quarter at the most. The option to work onsite at either the client side or the PBG office is available for those that prefer an in-person setting.

Candidates must possess an active Secret clearance or be able to obtain and maintain a Secret clearance as a condition of employment.

Key Responsibilities:

• Provide technical support related to budget formulation justification, presentation execution and review.

• Develop executive briefings using various tools including Excel and Microsoft Power BI Dashboards.

• Develop reports using SharePoint, MS Excel, and MS Power BI.

• Business process analysis and improvement.

• Policy, procedure, and process discovery, development, and documentation, esp. SOPs, process flows, training materials, and guidelines.

• Financial forecasts and tracking the flow and status of funds obligations, reimbursements, and other financial data.

• Maintaining electronic files and versions of budgets submitted and management of historical data.

• Variance analysis of costs incurred against spend plans on a monthly basis.

• Preparation of monthly, quarterly, and annual spend plans.

• Support and prepare executive correspondence and leadership briefings, to include reviewing documents for technical corrections and edits.

• Portfolios performance management and cross-program analysis to ensure requirements are addressed and gaps are being closed.

• Budget execution reports and analysis on issues and trends affecting budget execution.

• Direct analytical support to department leads concerning complex budget projects.

• Corrective action plans for financial management deficiencies, remedial action tracking, and follow up reporting.

• Budget formulation and execution implementation, identifying and researching anomalies or problems, generating reports, and processing large volumes of complex data rapidly and accurately.

• Translate highly technical and programmatic data into actionable reporting appropriate for senior and non-technical readers.

• Financial analysis and tracking associated with contracts, interagency agreements, and memoranda of understanding.

• Submission and tracking of funding requisitions and purchase orders within the federal financial systems.

• Evaluation of budgetary requests, constraints, and potential workarounds.

• Support of and response to budget-related data calls, including mandated OMB reporting and annual budget and Investment portfolio submissions.

• Mastering a variety of budget formulation and execution tools and providing SME-level guidance and support.

• Maintenance and reporting on investment-level alignment of budgetary items.

• Assist the financial management/budget team in integrating all tasks related to budget formulation, planning, and execution.

• Develop SharePoint pages that serve as data repositories for budget process guides as well as budget related data calls/efforts.

• Analyze budget formulation and execution, identifying and researching anomalies or problems, generating reports, and processing large volumes of complex data rapidly and accurately.

Required qualifications:

• Bachelor’s degree in finance, business, or other related field.

• 4+ years of demonstrated experience in budget formulation, analysis, and evaluation of execution.

• Ability to obtain and maintain a Secret Clearance

• Experience in tracking budget and activities for a product/project portfolio.

• Experience with Planning, Programming, Budget, and Execution (PPBE) budget cycle activities, including Congressional Budget Justification Book (CBJB) and Integrated Planning and Budget System (IPBS).

• Using complex financial management systems or other non-DOD federal financial management systems.

Preferred Skills/Experience:

• PMI Project Management Professional (PMP) Certification Preferred

• Certified TBM Executive (CTBME) Certification Preferred

• Experience in building Power BI Dashboards.

Professional Skills:

• Excellent verbal, interpersonal and written communication skills.

• Strong analytical, problem-solving and decision-making capabilities.

• Team player with the ability to work in a fast-paced environment.

• Demonstrated outstanding level of professionalism in providing client support, including ability to exercise good judgment, discretion, tact, and diplomacy.

• Sound business ethics, including the protection of proprietary and confidential information.

• Ability to apply detailed knowledge of organizational procedures to make independent decisions and serve as a credible resource for a senior management team.

• Ability to work with all levels of internal staff, as well as outside clients and vendors.

• Superior interpersonal skills including courtesy, professionalism, and a cooperative attitude.