Financial Analyst

People, Technology & Processes, LLC; Coronado (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

People, Technology & Processes, LLC in San Diego, CA seeks a Financial Analyst to manage budget planning, monitor spending, and compile financial reports for NSWG-1.

This role supports TOA processes with DoD templates, requires a SECRET clearance, and 4 years of DoD budgeting experience; MS Office skills are essential for briefings.

Qualifications

• Possess and maintain a valid U.S. driver's license.
• Proficient in Microsoft Office applications (Word, Outlook, Excel, PowerPoint).
• Communicate clearly, concisely, and effectively, orally and in writing.
• Familiarity with current military concepts and procedures.
• Provide Financial Manager in accordance with the DoD Financial Management Certification Program Handbook.
• 4 years of specialized DoD budget planning and formulation experience.
• SECRET clearance.

Responsibilities

• Develop spend plans to support annual and multi-year budgets.
• Monitor budget execution and identify spending trends or shortfalls.
• Analyze execution trends and provide data-driven leadership recommendations.
• Compile financial data from databases and deliver recurring and ad-hoc budget reports.
• Prepare budget exhibits using DoD templates with justification.
• Analyze funding requests, verify fiscal compliance, and assign proper accounting structure.

Skills

Budget management

Financial analysis

Communication

Attention to detail

Tools

Microsoft Office

Job description

Position Title

Financial Analyst

Location

San Diego, CA

Clearance required

SECRET

Responsibilities Include (but Are Not Limited To)

• The contractor shall perform budget and financial management, analysis, and reporting functions in support of NSWG-1's Total Obligation Authority (TOA). The contractor shall perform but not limited to the following specific tasks:
• Develop spend plans to support annual and multi-year budget submissions in accordance with timelines.
• Monitor budget execution to identify spending trends, potential shortfalls, or surpluses, ensuring the proper and legal use of funds.
• Analyze execution trends and deliver data-driven recommendations to leadership to ensure NSWG-1 meets established Command obligation targets.
• Compile financial data from joint and service-level financial databases to prepare recurring and ad-hoc budget reports. Deliverables must be complete, accurate, and submitted within established Command suspense dates.
• Prepare budget exhibits utilizing prescribed DoD templates, ensuring all supporting documentation provides sufficient justification to defend budget submissions.
• Analyze and process funding requests, verifying fiscal compliance (e.g., proper color of money, bona fide need rule) and assigning the correct financial accounting structure in accordance with local business rules.

Qualifications

• Possess and maintain a valid U.S. driver's license.
• Must be proficient in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) to draft reports, manage spreadsheets, and build briefings.
• Shall communicate clearly, concisely, and effectively, both orally and in writing, to facilitate seamless staff coordination and stakeholder engagement
• Familiarity with current military concepts and procedures.
• Provide Financial Manager in accordance with the DoD Financial Management Certification Program Handbook.
• 4 years of specialized experience in DoD budget planning and formulation or related budget field that equipped the contractor with the Knowledge, skills and abilities to perform successfully the duties of the position.
• SECRET clearance.