Financial Analyst

Lumbee Holdings, Inc.; Virginia, Northern (IL, KY); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Lumbee Holdings, Inc. seeks a Financial Analyst to provide budgetary analysis for defense systems projects within a DoD program office on a government site in Stafford, VA.

You will support planning and control, alert leadership to budget risks, and contribute to performance metrics. The role emphasizes advanced Excel and DoD financial systems; candidates should be detail-oriented, organized, and capable of preparing robust reports and briefs for leadership.

Qualifications

• Experience with DoD financial processes and program budgeting.
• Strong analytical and budgeting skills for multi-year appropriations.
• Excellent written and oral communication; detail-oriented and organized.

Responsibilities

• Research and analyze appropriations.
• Draft reports and briefs using program inputs and DoD financial systems.
• Maintain Budget Execution Summaries for commitments, obligations, and expenditures.
• Evaluate PPBE process and closeout activities; provide recommendations.
• Create budget graphs, metrics, and spreadsheets for program tracking.
• Prepare funding variance explanations for phasing plans.

Skills

Excel proficiency

Advanced MS Office

Attention to detail

Time management

Written & verbal communication

Tools

PBIS

SABRS

SMARTS

DTS

DAI

Cerberus

Advana

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Stafford, VA, US

Position Title

Position Classification

Exempt

Position Type

CONTINGENT - This position may be full-time or part-time and is scheduled to work standard business hours from 8:00 a.m. to 5:00 p.m. Overtime is not expected for this role.

Work Location

Stafford, VA – Government Site

Position Description

The Financial Analyst provides financial management support focused on budgetary analysis directly related to performance in relation to defense systems projects within a PAE Marine Corps program office. The purpose of this support is planning and control. The individual alerts leadership to potential causes for concern, which can in turn lead to revised and/or improved budget plans, and provides metrics criteria for performance evaluations to monitor and improve efficiency.

Essential Position Functions

• Perform research and analysis of appropriations.
• Develop and draft reports, documents, and briefs with program inputs per programmatic requirement using Program Budgeting Information Systems (PBIS), Standard Accounting Budgeting Reporting System (SABRS) Management Advanced Retrieval System (SMARTS), the Defense Travel System (DTS), Data Acquisition Interface (DAI), Cerberus, the Defense Contract Audit Service (DCAS), and Advana.
• Update and deliver Budget Execution Summaries reflecting real-time status of commitments, obligations, and expenditures for multi-year appropriations at the BLI and sub-head level.
• Evaluate and provide analysis and recommendations on the Planning, Programming, Budgeting and Execution (PPBE) process and the DAR-Q research and closeout process.
• Prepare budget graphs, metrics, spreadsheets, and analytical reports, and upload all information onto the program office's SharePoint portal for tracking.
• Provide recommendations based on program input in response to reporting requirements, funding taskers, program office and Command taskers, and PM reviews.
• Monitor, review, analyze, and update spreadsheets to PM format.
• Recommend, update, and draft funding execution variance explanations for phasing plans for the USMC Comptroller.
• Generate and submit documents at a historical rate of 10-15 per month, utilizing DAI (iProcurement) for documents submitted.
• Advanced Microsoft Office skills with an emphasis on Excel proficiency.
• Familiarity with auditing, analytical reports and spreadsheets, procurement and contracts, project controls, and DoD (Marine Corps preferred) processes and systems.
• Ability to communicate effectively orally and in writing and to identify and resolve issues.
• Must be detail and process-oriented and possess a high degree of organization and proven time-management skills.

Competencies for the role

The Financial Analyst demonstrates advanced expertise in defense budget execution, appropriations analysis, and financial reporting within a DoD program office environment. This role requires strong analytical and problem-solving skills, advanced proficiency with Microsoft Excel and DoD financial systems, and the ability to translate complex budgetary data into clear recommendations for program leadership.

Physical Requirements for the role

This position is primarily sedentary and requires the ability to work at a computer for extended periods, including viewing monitors, using keyboards, and operating standard office equipment. The role may require occasional standing, walking, and minimal lifting (up to 10 pounds).

Reports To

LFS assigned Program Manager

Supervisory responsibilities

None

The work environment for this position is a professional Government office setting with standard business conditions. The role involves regular use of computers and related technology in a low-noise environment and frequent collaboration with technical and non-technical team members. Work is generally performed during normal business hours with minimal physical risk, and the environment supports adherence to established cybersecurity, safety, and organizational policies.

Security Clearance Requirements

There is no clearance requirement for this position.

Travel Requirements

Travel is not anticipated.

Compensation

Commensurate with experience and qualifications.

Lumbee Holdings is an Equal Opportunity Employer. We do not discriminate in employment based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, protected veteran status, or any other status protected by applicable federal, state, or local law.

Lumbee Holdings reserves the right to share applications and related candidate information with its subsidiaries, affiliates, teaming partners, subcontractors, and prime contractors for purposes of evaluating candidates for this and other current or future openings.

Note: This summary is not intended to be a complete description of all benefits. Employees will receive detailed information about benefit plan terms, conditions, and eligibility during onboarding. These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required of this job.