DCSA Senior Business and Financial Specialist Support

Socket.dev; Washington (District of Columbia); Hybrid; USD 115,000 - 130,000; Full time

Job summary

Forge seeks a full-time Senior Business and Financial Specialist for the DCSA AT Directorate. You will analyze budgets, document workflows, and draft SOPs to streamline processes and support governance.

The role covers pre- and post-contract activities, reporting, and liaison across internal and external stakeholders. Ideal candidates bring federal budgeting experience, strong Excel skills, and the ability to synthesize complex data into actionable decisions.

Qualifications

• Bachelor's degree in finance, accounting, business or related field.
• Experience with federal budgeting and financial analysis.
• Strong written communication and analytical skills.

Responsibilities

• Identify gaps in AT's financial and budget processes and provide analysis.
• Document workflows, SOPs, and policies for government review.
• Prepare program reports, dashboards, and governance materials as needed.
• Support lifecycle program management from pre- to post-contract activities.

Skills

Excel

Analytical thinking

Budgeting

Problem solving

Written communication

Project management

Education

Bachelor's degree in finance, accounting, business

Tools

ABM Tool

DAI

PRISM

Job description

Forge is a global solutions provider. We are a proud, certified woman-owned, service-disabled, veteran-owned small business (WOSB, SDVOSB) ignited to redefine the traditional GovCon mold, deliver innovations, and elevate collective impact. We are known as international problem fixers who only pursue work where we can truly make a difference. We are deeply integrated members of trusted client communities, energized and honored to be partners in questioning and solving human challenges worldwide.

Forge strikes a precise balance between empowering autonomy and emphasizing the necessity of belonging to a connected network of people and initiatives. It's led to a new echelon of collective excellence- one that continues to lead to monumental growth - and built a dream team of top-tier, collaborative, 'get-it-done' experts.

Our culture is everything. People come first. Our culture is built around a diverse group of employees empowered to think in different directions, a leadership team that trusts employees to lean in to unique greatness, and an operations team that deploys programs to support employee well-being and growth - both personally and professionally. We treat Forge like a co-op, where staff input drives corporate action.

With a 93% retention rate, it's evident that once we hire great people, we keep them. We're rated #2 Best Medium Business in all of Virginia, and we are a multi-year, multi-award winner of the Fortune® Magazine Best Workplaces in Consulting & Professional Services™, Best Medium Workplaces™, and Best Workplaces for Parents™. Based on employee feedback and independent analysis, we have been certified as a Great Place to Work™ for six consecutive years. In addition to recognition for top workplace culture, our growth earned us a spot on the 2024 and 2025 Inc. Magazine 5000 List of the Fastest-Growing Companies in America, and the Women Presidents Organization (WPO) and J.P. Morgan Chase named us one of the 50 Fastest-Growing Women-Owned/Led Companies nationally. But most importantly, we're proud to be a company that puts people first.

The future of Forge is exciting and evolving - as capability and community remain the battle rhythm sustaining transformative success. We're searching for those who want to work hard, play hard, give back, and enjoy life. If this resonates with you, then come make a difference at Forge.

Requirement

Forge is seeking a full-time Project Specialist / Senior Business and Financial Specialist assigned to the Defense Counterintelligence and Security Agency (DCSA) in support of the Acquisition and Technology (AT) Directorate, providing advisory services on business operational processes and procedures.

Job Description

Key responsibilities of the candidate will be (but aren't limited to):

• The Senior Business and Financial Specialist shall assist in identifying and addressing gaps in AT's financial and budget processes and shall provide analytical assistance across the full budget formulation, execution, and close-out cycle. SPECIFIC TASKS:

• The DCSA AT requires Contractor support to identify and address gaps in business operational processes and procedures. Support activities may include, but are not limited to: documenting existing workflows, recommending improvements to standardize processes, supporting the development of Standard Operating Procedures (SOPs), and preparing draft policies and procedures for government review and approval. The Contractor shall also support the creation of business case analyses, gap analyses, and strategic communications materials to facilitate coordination between AT and its internal and external stakeholders.

• Contractor support personnel shall submit a Weekly Activity Report (WAR) of ongoing and completed project status, tasks as required in PWS Table 7.2..

• Upload documents to sites and execute ad-hoc data pulls. Reports shall include: technical status, brief description of task, problems and corrective actions taken, risks, government action required, and scheduled.

• Support program and project management for pre-contract award and post-contract award activities. Support AT budget-related activities by providing analytical assistance for budget formulation, execution tracking, and reporting.

• Compile and manage program lifecycle documentation requested from various Agency action offices. Generate comprehensive portfolio, program, and project assessment reports as needed. Summarize progress, track issues, and aggregate management data to support continuous reporting and respond to ad hoc information requests.

• Perform a variety of PM support functions, including support in estimation and tracking of project costs, development and maintenance of work breakdown structures (WBS) and schedules.

• Support process management for establishing baselines and monitoring, updating, and continuous refinement of processes, practices, templates, etc.

• Assist the program office and project teams with the development of various specific and individual program-related documentation, including decision briefings/white papers.

• Assist with AT governance activities such as supporting Program Management Reviews, other reviews, DCSA governance boards, and working groups.

• Support business management and analytical functions for the development, sustainment, and implementation of agency-level strategic functions supporting short-term through long-term processes, analysis methodologies, and controls.

• The Contractor shall spearhead process improvement initiatives and provide draft documentation including Standard Operating Procedures (SOPs), Directives, and Organizational Work Instructions (OWIs) to streamline complex organizational challenges.

• Support AT Trusted Agency Security Managers (TASM's) and Trusted Agents (TA's) with onboarding and offboarding Contractor personnel processes and develop routine reports and metrics, including, but not limited to, a Trusted Agent Tracker, Financial Management Tracker, and Master Contract List Tracker to include a list of contracts, tier support level, status, issues, and next steps.

• Support the year-end close-out process by reconciling all AT requirements in the Acquisition and Budget Management (ABM) Tool and preparing draft documentation to assist the Government with necessary de-obligations or funding realignments.

• Develop standardized templates and formats for AT governance review materials, including executive briefings, decision memoranda, and supporting analysis. Support the development of governance training materials and conduct orientation sessions for new AT staff on governance processes.

• The Contractor shall provide administrative and operational support to AT Trusted Agent Security Managers (TASMs) and Trusted Agents (TAs) to facilitate the seamless onboarding and offboarding of contractor personnel. The Contractor shall maintain the AT Trusted Agent Tracker and deliver routine status reports and performance metrics

• Independently facililitate special projects, as required.

Qualifications/Requirements

The Candidate must have the ability to think strategically, act tactically, and display strong analytical and critical thinking skills. They must also build strong cross-group working relationships and demonstrate exceptional organizational skills and attention to detail. The Candidate must be able to thrive and succeed in an entrepreneurial environment and not be hindered by ambiguity or competing priorities.

Minimum Qualifications

• US Citizen

• A Bachelor's degree in finance, accounting, business, or a related field; OR a minimum of eight (8) years of relevant financial analysis, budgeting, or accounting experience.

• At least three (3) years of experience performing quantitative analysis of financial or programmatic data.

• Ten (10) or more years of professional experience is expected at the Senior level.

• Demonstrated experience with Federal budget formulation and execution, spending plans, and year-end close-out.

• Experience with a Federal financial or acquisition management system of record (ABM, DAI, PRISM, or comparable).

• Advanced Microsoft Excel skills, including pivot tables, lookups, and large-dataset reconciliation.

• Superior time management, organization, and prioritization skills.

• Competency in working autonomously.

• Demonstrated competency in technical writing and business strategy.

• Competency in Lean Six Sigma / SCRUM team leadership and/or DAWIA Program and Procurement Management, and in Project Management and/or Procurement methodologies.

• Working knowledge of the Federal Acquisition Regulation (FAR), Defense Federal Acquisition Regulation Supplement (DFARS), Cost Accounting Standards (CAS), and other applicable Federal regulations and Department of Defense policies.

• Ability to read, write, and speak English fluently.

• Hold and maintain an active DoD SECRET security clearance based on a favorably adjudicated T3 or T3R investigation. A Top Secret clearance (T5/T5R) may be required for select positions.

• Be granted approval to obtain a DCSA physical access badge and access to DCSA information systems.

• Complete all Government-mandated annual training, including Operational Security, Security Awareness, Subversion and Espionage, Ethics, and Prevention of Sexual Harassment.

• Use a government or official company e-mail for all official U.S. government business. Personal, private, or commercial e-mail accounts shall NOT be used.

• Comply with 32 CFR Part 117.12 (NISPOM) security training and briefing requirements. Academic degree requirements may be satisfied through additional relevant professional experience at a rate of four (4) years of experience for each degree level not attained.

Highly Desired Qualifications

• Prior experience supporting DCSA, a DoD Agency, or an Intelligence Community customer.
• Direct hands-on experience with the Acquisition and Budget Management (ABM) Tool.
• Experience with the Defense Agencies Initiative (DAI).
• Experience supporting Spend Under Management (SUM) classification efforts.
• Experience preparing de-obligation and ULO reporting.
• CDFM, CGFM, or CPA certification.
• Lean Six Sigma certification (Green Belt or higher).

Job:Full time

Location:Hybrid from the NCR(National Capital Region)/Washington, D.C. area

Salary Range: $115k-$130k/year

Assigned Forge Job Title: Project Specialist

Essential Duties

• Problem Solving- Identifies and resolves problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem-solving situations; uses reason even when dealing with emotional topics.
• Written Communication- Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
• Diversity- Demonstrates knowledge of EEO policy; shows respect and sensitivity for cultural differences; promotes a harassment-free environment; builds a diverse workforce.
• Ethics- Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethics; upholds organizational values.
• Strategic Thinking- Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions.
• Planning/Organizing- Prioritize and plan work activities; use time efficiently; plan for additional resources; set goals and objectives; organize or schedule other people and their tasks; develop realistic action plans.
• Professionalism- Tactfully approaches others; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.
• Innovation- Displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas; presents ideas and information in a manner that gets others' attention.
• Qualifications- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• Language Skills- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, proposals, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Mathematical Skills- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Reasoning Ability- Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to question activities and issues in all functional areas and make sound business decisions based on that data.
• Physical Demands- The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, talk, type, or hear. The employee is frequently required to walk, use hands to finger, handle, or feel, and reach with hands and arms.
• Work Environment- The work environment characteristics described here are representative of those an employee