Financial Analyst

Pueo Business Solutions LLC; Tampa (FL); On-site; USD 90,000 - 160,000; Full time

Job summary

Pueo Business Solutions LLC in Tampa, Florida, seeks a seasoned program management professional to support Special Operations Forces budgeting, PPBES execution, and contract oversight for DoD programs.

Responsibilities include budget development, financial reconciliation, funding analysis, and coordination with senior leaders to ensure proper funding, compliance, and timely decision packages.

Qualifications

• Minimum 3 years' experience in SOF Programs / HQ USSOCOM or equivalent.
• 3+ years applying PPBES for funding and execution of Joint Training/ Exercises.
• 3+ years in policy, budgeting, and contracting support.
• Experience as contracting officer's representative or contract support.
• 3 years' experience with multiple funding sources and funds flow.
• 2+ years' experience with DoD budget formulations and interaction with executives.

Responsibilities

• Support day-to-day analysis, tracking, planning, data gathering & integration, and preparation of plans, reports, and strategies.
• Provide financial reconciliation and reporting on funds, DTS, and related expenditures to ensure proper resource designation.
• Assist with development and management of program funding lines and COAs; document actions for DoD systems and audits.
• Provide resourcing support to budget development and execution; advise program managers on funding needs.

Skills

PPBES knowledge

Budget execution

Contracting support

DoD funding

Executive communication

Finance analysis

Program management

Acquisition knowledge

Top Secret clearance

Cross-functional work

Education

Bachelor's degree in resourcing

Tools

PPBES-MIS

DTS

Microsoft Office

Job description

Description

Pueo is known for bringing the best talent and unique tools to every opportunity. Pueo's Parliament (aka workforce) is composed of professionals who are seeking the opportunity to work in a business organization that thrives on career development and independence. In support of mission and professional growth, our Parliament has supported the development of multiple patents, proprietary tools, and applications as well as trademarked processes.

Our organization emphasizes career development across multiple career environments (at the members own pace) and ensures those who contribute broadly are properly rewarded. Pueo has four career environments where every member of the parliament can participate. Each environment has opportunities available for all levels. Opportunities are framed by an employee's desires and capabilities, and we ensure challenges, growth, and unique experiences are available for employees at all levels.

Our Career Environments (Program, Functional, Service, and Leadership) provide numerous opportunities for employees to invest in their personal growth and those things that offer fulfillment. We invest in helping our members create and execute their career development plans. Our Pods (small teams of 5 or less) are comprised of personnel with similar skillsets to ensure mentorship, understanding, and peer support.

Roles and Responsibilities:

• Support day-to-day analysis, tracking, planning, data gathering & integration, and preparation of plans, reports, and strategies. Communicate and coordinate with J3 stakeholders to assist in the development of decision packages and create and document programmatic requirements for review and approval.
• Provide all manners and varieties of weekly, monthly, quarterly, and annual financial reconciliation and reporting – including but not limited to status of funds, standard transaction histories, Defense Travel System (DTS) reports, Government Purchase Card expenditures, and Contingent Liability Reports – to ensure resources are designated appropriately, accounted for during execution, and reconciled for future use and reporting.
• Assist with the development and management of program funding lines, as appropriate, for full visibility of resourcing against specific J3 functions. Provide recommended courses of action (COAs) to help define, justify, and defend resource requirements. Complete all forms and document packages for submission into the financial systems required to support the commitment, obligation, and execution of J3 funds against valid requirements (contracts, purchases, reviews, etc.); capture these actions in a shared drive on the appropriate SOCOM LAN for authorized Government and contractor use, as well as for audit purposes.
• Provide resourcing support to the development and maintenance of the program budget, providing recommended COAs to the program manager and appropriate J3 POCs.

Programming Support Specifics:

• Provide decision support and assistance to the Government and verify the accuracy of budgetary data in forms, schedules, systems, and reports.
• Support Government communications and teamwork to expedite the flow of budgetary and program planning work.
• Support resolving budgetary policy inquiries, issues, and requirements for policy formulation and program planning.
• Support briefing development for numerous Command processes; develop spreadsheets and all forms of electronic graphic media – including presentations, charts, and other documentation – as required to present analysis of various budget data related to the programs being supported.
• Provide accurate, properly formatted programming, acquisition, financial, and general correspondence documents as required.

Budget Preparation Specifics:

• Prepare and review budget data for technical and mathematical accuracy, format, adequacy of supporting narrative justification, and conformance with budgetary policy and guidelines; review budget reports to validate and populate financial data within PPBES-MIS.
• Review for technical and mathematical accuracy all required budgetary documents, systems, and exhibits to support the President's Budget Justification Book.
• Prepare and review for technical and mathematical accuracy draft Congressional Unfunded Requirements (UFR) documents when required.
• Review for technical and mathematical accuracy all required budgetary documents and exhibits to support the Supplemental / Overseas Contingency Operations (OCO) budget request.
• Review portfolio funding and budgetary documents for technical and mathematical accuracy.

Knowledge:

• Minimum 3 years' experience in the management of SOF Programs / HQ USSOCOM, Combatant Command.
• Mandatory minimum 3 years' in-depth knowledge of applying the principles of the DoD Planning, Programming, Budgeting and Execution System (PPBES) in developing and monitoring funding and execution of Joint Training / Exercise Programs.
• Minimum 3 years' experience in policy and procedure, program objectives, fiscal law and regulation, Joint Command and Service.
• Minimum 3 years' experience providing support to contracting – including, but not limited to, providing support as a contract specialist or contracting officer's representative and/or providing contract support to a program executive office – either as a contractor or military.
• Subject Matter Expert with 3 years' applicable training and expertise in either acquisition or budget execution management of multiple funding sources with unique characteristics, such as the management of funds across various appropriations and authorities.
• 2 years of recent (within the last 3 years) experience to include knowledge and/or some proficiency in most of the following: POM, President's Budget, PPBES, financial case reconciliation, and contract reconciliation, with an understanding of funds flow, financial policies, and the roles and functions of the DoD financial infrastructure.
• Minimum 3 years' current (within the past 2 years) in-depth knowledge of the history, missions, core activities, roles, and functions of USSOCOM and its subordinate commands, acquired through multiple tours at USSOCOM, a TSOC, or one of the SOF Components as a contractor or military.
• Minimum 3 years' recent (within the past 2 years) in-depth experience and knowledge of workflow processes, program objectives and management, missions, functions, goals, and objectives pertinent to the training and exercise programs of HQ USSOCOM, OSD, Joint Staff, Armed Services, and Combatant Commands.
• 3 years' experience interacting with executive-level decision makers on executive-level DoD Staffs (i.e., OSD, Joint Staff, Armed Services, and Combatant Commands).
• Minimum 2 years' experience with tracking, monitoring, and assisting the Government with cross-organization of participants in support of the Chairman of the Joint Chiefs of Staff-mandated exercises.

Abilities:

• The ability to justify, defend, present, and advise on financial and programmatic actions to executive-level decision makers and report daily at the O-6 / GS-15 level.
• The ability to communicate (written and verbal) in a clear and concise manner.
• The ability to ensure the technical and mathematical accuracy of budgetary data, documents, and exhibits.
• The ability to use Microsoft Office tools and financial / budget systems (e.g., PPBES-MIS, DTS).
• The ability to maintain strict confidence.

Education:

Bachelor's degree required, in a resourcing field.

Other:

Travel required to various CONUS and OCONUS non-hazardous locations

Clearance: Top Secret with SCI eligibility

Pueo is an equal employment opportunity employer and affirmative action employer. All interested individuals will receive consideration and will not be discriminated against on the basis of race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity, genetic information, or protected veteran status. Pueo takes affirmative action in support of its policy to advance diversity and inclusion of individuals who are minorities, women, protected veterans, and individuals with disabilities.