Capital Planning Business Analyst

PBG; United States; On-site; USD 95,000 - 130,000; Full time

Job summary

PBG is seeking an experienced Capital Planning Business Analyst to act as the lead point of contact for capital planning and investment control activities supporting a federal IT investment portfolio. You will own the lifecycle of investment governance artifacts, lead strategic and budget planning, and mentor junior analysts to ensure high-quality delivery across the portfolio.

You will oversee business cases, EVM reports, and AAR submissions; support investment managers; and guide

Qualifications

• 4 to 7 years of federal CPIC, IT portfolio management, or related budget/investment governance work.
• Strong working knowledge of OMB Circular A-11 and federal IT investment governance requirements.
• Experience leading or mentoring analysts, including prioritization and issue resolution.
• Experience preparing or overseeing investment business cases, EVM reporting, and after-action review documentation.
• Excellent written and verbal communication skills, including experience briefing senior stakeholders.
• U.S. citizenship required; ability to obtain and maintain the level of clearance/suitability required for the position.
• Familiarity with agency-specific business case structures and recurring portfolio data call processes.
• Experience leading formal gate reviews or investment milestone reviews.
• Prior experience in a lead or supervisory analyst role on a federal capital planning support contract.
• PMP, ITIL, or comparable portfolio/project management certification.

Responsibilities

• Serve as the primary interface with capital planning leadership on matters related to the IT investment portfolio.
• Oversee the development and quality of business cases, investment justification documentation, earned value management (EVM) reports, and after-action review (AAR) submissions.
• Provide direct support to investment managers throughout the capital planning lifecycle.
• Lead strategic planning, budget formulation, and multi-year spend planning activities, including investment re-baselining.
• Mentor and guide analysts on the team, set work priorities, and lead preparation for investment gate/milestone reviews.
• Direct issue identification and resolution across the portfolio, escalating risks to leadership as appropriate.
• Maintain familiarity with business case structures and support recurring portfolio data call requirements.

Skills

CPIC experience

OMB A-11 knowledge

Mentoring analysts

Investment business cases

EVM reporting

Senior stakeholder briefing

Gate/milestone reviews

PMP / ITIL cert

Clearance process knowledge

Education

Bachelor’s degree in business administration, finance, information technology, public administration, or related field

Job description

PBG delivers mission-focused solutions that eliminate inefficiency and power transformation for federal agencies requiring agility, security, and impact.

Position Summary

We are seeking an experienced Capital Planning Business Analyst to serve as the lead point of contact for capital planning and investment control (CPIC) activities supporting a federal IT investment portfolio. This role owns the lifecycle of investment governance artifacts, leads strategic and budget planning efforts, and mentors junior analysts to ensure consistent, high-quality delivery across the portfolio.

Key Responsibilities

• Serve as the primary interface with capital planning leadership on matters related to the IT investment portfolio
• Oversee the development and quality of business cases, investment justification documentation, earned value management (EVM) reports, and after-action review (AAR) submissions
• Provide direct support to investment managers throughout the capital planning lifecycle
• Lead strategic planning, budget formulation, and multi-year spend planning activities, including investment re-baselining
• Mentor and guide analysts on the team, set work priorities, and lead preparation for investment gate/milestone reviews
• Direct issue identification and resolution across the portfolio, escalating risks to leadership as appropriate
• Maintain familiarity with business case structures and support recurring portfolio data call requirements

Required Qualifications

• Bachelor’s degree in business administration, finance, information technology, public administration, or a related field
• 4 to 7 years of experience in federal capital planning and investment control (CPIC), IT portfolio management, or related budget/investment governance work
• Strong working knowledge of OMB Circular A-11 and federal IT investment governance requirements
• Demonstrated experience leading or mentoring analysts, including prioritization and issue resolution
• Experience preparing or overseeing investment business cases, EVM reporting, and after-action review documentation
• Excellent written and verbal communication skills, including experience briefing senior stakeholders
• U.S. citizenship required; ability to obtain and maintain the level of clearance/suitability required for the position

Preferred Qualifications

• Familiarity with agency-specific business case structures and recurring portfolio data call processes
• Experience leading formal gate reviews or investment milestone reviews
• Prior experience in a lead or supervisory analyst role on a federal capital planning support contract
• PMP, ITIL, or comparable portfolio/project management certification

#WHYPBG

We have successfully built a company culture based on our single most important asset - our employees. At PBG we are passionate about employee engagement and make it our business to provide our employees a range of challenging and rewarding opportunities that align with business strategy, promoteteam workand inspire innovation. A job is where you are spending most of your day, so PBG believes in making it a fun, collaborative and productive environment. We want our employees to have the opportunity to grow and be part of a company that is making a lasting contribution to our customers.

Benefits:

• 401K Retirement Plan
• Medical Plan options with significant financial investments from PBG
• Prescription benefit plan
• Dental and Vision coverage
• Employee Assistance Program
• Short term / Long-term disability
• Supplemental group life and AD&D options
• Yearly Bonuses
• Generous Paid Time Off / Paid Holidays
• Career/Professional Development Program
• Spot Bonus Program

Equal Employment Opportunity Statement:

PBG is an equal opportunity employer and makes all employment decisions based on job-related qualifications, skills, experience, and business needs. We do not discriminate against any applicant or employee based on legally protected characteristics, including but not limited to race, color, religion, sex, national origin, age, disability, genetic information, or veteran status, in accordance with applicable federal, state, and local laws. PBG complies with all laws regarding non-discrimination in employment in every location in which the company operates

Disclaimer:

This job description reflects management’s assignment of essential job functions but is not intended to be a comprehensive list of all activities, duties and responsibilities required by the job incumbent. Nothing in the herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.