Capital Planner/Financial Analyst

imagineeer LLC; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Job summary

Imagineeer LLC in the Washington, DC area seeks a Capital Planner/Financial Analyst to lead capital planning, CPIC processes, and investment analysis across federal IT programs. You will manage budget formulation and execution, align investments with agency priorities, and provide data-driven insights to guide decisions.

The role requires 5+ years in federal financial management, strong CPIC knowledge, and proficiency with reporting tools like Power BI or Tableau.

Qualifications

• Bachelor’s degree in Finance, Accounting, Public Administration, or related field.
• 5+ years of federal capital planning, budget formulation, and financial management.
• Strong knowledge of CPIC, federal budget processes, OMB requirements, and financial reporting standards.
• Proficiency in financial analysis, cost-benefit modeling, and budget execution tracking.
• Experience preparing business cases, investment analyses, and executive-level briefings.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work collaboratively with multiple stakeholders and coordinate cross-functional financial activities.

Responsibilities

• Develop, implement, and manage CPIC processes and IT Dashboard submissions.
• Perform budget formulation and execution for federal IT and operational investments.
• Conduct financial analysis, cost-benefit studies, trade-off evaluations, and risk assessments.
• Track, reconcile, and report on budget execution, obligations, expenditures, and financial performance.
• Prepare business cases, briefing materials, and financial reports for leadership and oversight bodies.
• Monitor financial trends to identify opportunities for cost savings and efficiency improvements.
• Collaborate with program offices, acquisition teams, and federal stakeholders for investment planning.
• Maintain documentation of capital planning decisions, approvals, and compliance activities.
• Support audit readiness and ensure compliance with federal financial management policies.

Skills

CPIC knowledge

OMB requirements

Federal budget

Financial analysis

Cost-benefit modeling

Executive briefings

Communication skills

Collaboration

Investment analysis

Education

Bachelor’s in Finance

Bachelor’s in Accounting

Master’s degree

CPA/CFA

Tools

Power BI

Tableau

Financial systems

OMB reporting tools

Job description

The Capital Planner/Financial Analyst provides strategic financial management and investment analysis to support federal IT and operational portfolios. This role manages capital planning, budget formulation, and execution processes, ensuring federal investments align with agency priorities and compliance standards. The analyst delivers data-driven insights, cost-benefit analyses, and reporting to optimize resource allocation, support decision-making, and drive cost-effective outcomes for large-scale federal programs.

Key Responsibilities:

• Develop, implement, and manage capital planning and investment control (CPIC) processes, including IT Dashboard submissions and agency portfolio reviews.
• Perform budget formulation and execution for federal IT and operational investments, ensuring alignment with agency priorities and federal regulations.
• Conduct financial analysis, cost-benefit studies, trade-off evaluations, and risk assessments to support investment decisions.
• Track, reconcile, and report on budget execution, obligations, expenditures, and financial performance of capital projects.
• Prepare business cases, briefing materials, and financial reports for federal leadership, OMB, GAO, and oversight bodies.
• Monitor and analyze financial trends to identify opportunities for cost savings and efficiency improvements.
• Collaborate with program offices, acquisition teams, and federal stakeholders to ensure effective investment planning and resource allocation.
• Maintain comprehensive documentation of capital planning decisions, approvals, and compliance activities.
• Support audit readiness and ensure compliance with federal financial management policies, OMB guidance, and appropriations law.

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, Business Administration, Public Administration, or related field.
• 5+ years of experience in federal capital planning, budget formulation, and financial management.
• Strong knowledge of CPIC, federal budget processes, OMB requirements, and financial reporting standards.
• Proficiency in financial analysis, cost-benefit modeling, and budget execution tracking.
• Experience preparing business cases, investment analyses, and executive-level briefings.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work collaboratively with multiple stakeholders and coordinate cross-functional financial activities.

Desired Skills and Competencies:

• Master’s degree in Finance, Accounting, Public Administration, or related field.
• CPA, CFA, CGFM, or other federal financial management certifications.
• Experience with federal agencies, particularly in IT investment planning and portfolio management.
• Familiarity with financial management systems, reporting tools, and business intelligence platforms (e.g., Power BI, Tableau).
• Experience supporting federal acquisition processes and investment lifecycle management.
• Knowledge of process improvement and change management in capital planning contexts.

Additional Information:

Employment for this position is contingent upon the candidate being a United States citizen and having the ability to successfully obtain and maintain a Public Trust clearance, in accordance with applicable federal regulations. We us AI to review resumes. All hiring decisions will be made in compliance with applicable federal, state, and local laws and regulations

Equal Opportunity Employer:

We are an Equal Opportunity Employer and do not discriminate in employment decisions on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local laws. All employment decisions are based on business needs, job requirements, and individual qualifications.

Imagineeeris a fast-growing SBA 8(a) Small Disadvantaged Business headquartered in Arlington, VA, delivering federal AI modernization across health, defense, homeland security, and transportation. We design, test, and deploy secure, AI-ready systems that move agencies from pilots to production without breaking governance, compliance, or mission continuity. Our Mission Studio model creates shared environments where policy, data, security, and operations come together. We are capability-driven and competitive by design, not program-dependent. Our leadership hasoperatedinside the federal systems we now transform, bringing institutional knowledge that accelerates delivery and reduces risk. If real delivery motivates you more than slides, and you want your work to compound across programs and agencies,Imagineeeris growing and we are building the team to match.