Deputy Director, Budgeting and Planning
Organization
Secretary of the Senate
Department
Senate Disbursing Office
SALARY RANGE:
SEC-14: $141294-$219002
FEDERAL RELAY SERVICE:
Speech/Hearing impaired persons may text the Federal Relay Service at 1-800-877-8338 TTY.
TELEWORK:
This position is eligible for a partial remote work schedule after an initialintroductory onsite period.
FLSA STATUS:
Exempt
DEADLINE FOR APPLICATIONS:
11/18/2026 at 11:59pm EST
JOB DESCRIPTION:
NATURE OF WORK
This is an executive-level professional serving as the senior advisor to the Secretary of the Senate, Financial Clerk and Assistant Financial Clerk on matters involving Senate budget formulation and management, appropriations, financial planning, and fiscal policy. The Deputy Director, Budgeting and Planning provides strategic leadership for the development, execution, and oversight of the Senate's operating budget and long-range financial planning activities, aligning financial resources with organizational priorities, legislative requirements, and sound fiscal management principles. The position directs the development of budget strategies, advises executive leadership on emerging financial issues, oversees enterprise budget initiatives, and promotes effective stewardship of Senate appropriated funds.
The Deputy Director provides leadership in the development of financial policies, business processes, and budget management systems that support the Senate's evolving operational requirements while maintaining compliance with applicable laws, regulations, and Senate policies. Work requires the exercise of considerable independent judgment in analyzing complex financial issues, evaluating policy and legislative impacts, establishing priorities, developing recommendations, and representing Senate financial leadership before internal and external stakeholders.
Work is performed within the framework of Title 2 of the United States Code, Treasury Financial Manual requirements, Secretary of the Senate policies and procedures, the United States Senate Handbook, the Senate Ethics Manual, and Senate Disbursing Office policies and operating procedures, and requires independent judgement in setting priorities in handling assignments.
ESSENTIAL FUNCTIONS
Executive Budget Leadership
- Serve as the senior advisor to the Secretary of the Senate, Financial Clerk, and Assistant Financial Clerk on matters involving Senate-wide budget formulation, appropriations, financial planning, fiscal policy, and long-range resource management.
- Lead Senate-wide budget planning, programming, and resource allocation activities, providing strategic recommendations that support organizational priorities, legislative requirements, and sound fiscal stewardship.
- Represent the Secretary of the Senate in discussions involving budget policy, appropriations, financial planning, and related organizational initiatives, including the preparation of analyses, briefings, and supporting materials for executive leadership and congressional committees.
Budget Formulation and Financial Management
- Direct the development, coordination, execution, and monitoring of the Senate's annual operating budget, supplemental funding requests, budget justifications, and related financial plans.
- Oversee Senate appropriations planning, allocation and distribution of appropriated funds, budget execution, financial analysis, and apportionment/ reapportionment activities to maintain compliance with statutory requirements, fiscal policy, and organizational priorities.
- Provide executive oversight of financial reporting, budget execution analyses, cost projections, and other decision-support information used by Senate leadership to evaluate organizational performance and funding requirements.
- Exercise delegated certifying officer responsibilities associated with Senate budget administration and serves as a senior resource on budget authority, appropriations interpretation, and financial resource management.
Financial Policy and Enterprise Systems
- Direct the development, implementation, and continuous improvement of Senate budget policies, financial management practices, internal controls, and governance processes to maintain compliance with applicable laws, regulations, and Senate policies.
- Provide executive leadership for the planning, modernization, and continuous improvement of Senate budget and financial management systems, business processes, and enterprise reporting capabilities to enhance operational effectiveness, accountability, and decision-making.
Organizational Leadership
- Lead, develop, and manage the Budget office by establishing strategic priorities, assigning work, evaluating performance, developing staff, and fostering a collaborative, customer-focused organization committed to operational excellence and continuous improvement.
- Build effective partnerships with Senate offices, committees, department leadership, and external stakeholders to advance organizational objectives and provide responsive, high-quality financial services.
- Promote a collaborative, customer-focused organizational culture that emphasizes accountability, continuous improvement, innovation, and exceptional service to the Senate community.
- Manage the work of direct reports; set objectives, goals, priorities, and timelines; assign and review work, provide guidance, and ensure compliance with policies and instructions by subordinates; approve leave, evaluate performance, and make recommendations for hiring, terminating, rewarding, and disciplining direct reports.
- Maintain current knowledge of the Disbursing Office's Emergency Action Plan (EAP) and Continuity of Operations (COOP) plan; participate in periodic exercises and drills; and assist with maintaining EAP and COOP plans.
- Provide all customers with the highest level of customer service.
Enterprise Support
- Provide executive oversight of special financial initiatives, including preparation of the semiannual Report of the Secretary of the Senate, organizational continuity planning, and other assignments supporting the mission and strategic objectives of the Disbursing Office and the Office of the Secretary of the Senate.
Matrixed Support
- Provide support to the Secretary of the Senate executive office for budget formulation, execution tracking and reporting.
- Advise the Secretary of the Senate executive office on budget and financial management practices.
MINIMUM QUALIFICATIONS
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
Work is performed in an office environment with exposure to everyday risks and discomforts and requires the use of normal safety precautions. Work requires frequent walking, standing, bending, and carrying items up to 25 pounds, as well as regular use of typical office equipment, software programs, and methods of communication such as a computer, email, telephone, and photocopier.
Regular, predictable, and punctual attendance is required for performance of duties. Work also requires physical presence in the office, except as otherwise required by the Office of the Secretary of the Senate.
MINIMUM QUALIFICATIONS
Work requires a bachelor's degree in accounting, finance, business administration, public administration, economics, or a closely related field and a minimum of eight - ten years of progressively responsible experience leading governmental budgeting, financial management, accounting, appropriations, or fiscal administration programs, including supervisory experience.
The successful candidate will demonstrate the following knowledge, skills, and abilities:
Financial and Budget Management
- Demonstrated expertise in governmental budgeting, appropriations, financial planning, accounting, fiscal management, and financial reporting.
- Experience directing complex budget formulation, budget execution, financial analysis, resource allocation, and long-range financial planning within a large or complex organization.
- Ability to analyze complex financial, budgetary, legislative, and operational issues and develop sound recommendations that support executive decision-making and organizational objectives.
- Knowledge of governmental financial management principles, internal controls, and applicable fiscal laws, regulations, and policies.
Leadership and Organizational Effectiveness
- Demonstrated success leading professional staff, managing organizational priorities, and fostering a high-performing, collaborative work environment.
- Ability to establish strategic priorities, manage multiple competing initiatives, allocate resources effectively, and achieve organizational objectives while maintaining exceptional standards of accuracy, accountability, and customer service.
- Demonstrated ability to build productive partnerships across organizational boundaries and effectively collaborate with executive leadership, legislative stakeholders, and external organizations.
- Experience building and leading new teams, designing and implementing new systems and technology, and developing and putting into practice end-to-end financial processes.
- Experience leading organizational change, improving business processes, and implementing operational efficiencies.
Financial Systems and Business Operation
- Knowledge of enterprise financial management systems, budget formulation applications, business intelligence tools, and financial reporting technologies used to support governmental financial operations.
- Ability to lead financial systems modernization initiatives, evaluate business requirements, and implement process improvements that enhance operational effectiveness, internal controls, and executive decision-making.
Executive Communication and Professional Judgment
- Exceptional written and oral communication skills, including the ability to prepare executive briefings, policy recommendations, budget justifications, financial analyses, and formal reports.
- Ability to communicate complex financial information clearly and effectively to executive leadership, legislative stakeholders, and diverse audiences while exercising sound judgment, professionalism, discretion, and confidentiality.
Preference may be given to candidates with experience in congressional operations, federal appropriations, legislative branch financial management, or comparable public-sector financial organizations.
Commitment to the highest standards of integrity, ethical conduct, stewardship of public resources, and customer service is essential.
LICENSES, CERTIFICATIONS, AND OTHER REQUIREMENTS
None.
Accommodations
Applicants needing a reasonable accommodation for the application or interview process should contact Human Resources at Secretaryhr@sec.senate.gov.