Financial Analyst

PBG; Washington (District of Columbia); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401K Retirement Plan

Medical Plan options

Prescription benefit plan

Dental and Vision coverage

Employee Assistance Program

Short term / Long-term disability

Supplemental group life and AD&D

Yearly Bonuses

Paid Time Off / Holidays

Career/Professional Development

Spot Bonus Program

Job summary

PBG is seeking a Hybrid Budget Analyst in Washington, DC with a Secret clearance or ability to obtain one. Responsibilities include budget formulation, executive briefings, and reports using Power BI and SharePoint. You’ll support PPBE processes, track funds, and analyze budget data for senior leadership.

Qualifications include a Bachelor’s in finance or related field and 4+ years of budget experience. Prior PPBE/CBJB/IPBS exposure is preferred. Hybrid work available with 1 onsite day weekly.

Qualifications

• Bachelor’s degree in finance, business, or other related field.
• 4+ years of demonstrated experience in budget formulation, analysis, and evaluation of execution.
• Ability to obtain and maintain a Secret Clearance
• Experience in tracking budget and activities for a product/project portfolio.
• Experience with PPBE budget cycle activities, CBJB and IPBS.
• Using complex financial management systems or other non-DOD federal financial management systems.

Responsibilities

• Provide technical support related to budget formulation justification, presentation execution and review.
• Develop executive briefings using Excel and Microsoft Power BI Dashboards.
• Develop reports using SharePoint, MS Excel, and MS Power BI.
• Business process analysis and improvement.
• Policy, procedure, and process discovery, development, and documentation (SOPs, flows, training materials).
• Financial forecasts and tracking of funds obligations, reimbursements, and other financial data.
• Maintain electronic files and versions of budgets submitted and historical data.
• Variance analysis of costs against spend plans monthly.
• Prepare monthly, quarterly, and annual spend plans.
• Prepare executive correspondence and leadership briefings, reviewing documents for corrections.
• Portfolio performance management and cross-program analysis.
• Budget execution reports and analysis on issues/trends.
• Direct analytical support to department leads on complex budget projects.
• Corrective action plans for financial management deficiencies.
• Budget formulation/execution and data research on anomalies.
• Translate technical data into actionable reporting for senior/non-technical readers.
• Financial analysis and tracking of contracts, interagency agreements, MOUs.
• Submission/tracking of funding requisitions in federal systems.
• Evaluate budgetary requests and potential workarounds.
• Support budget data calls and OMB reporting.
• Master budget tools and provide SME guidance.
• Maintenance/reporting on investment-level alignment of budget items.
• Assist budgeting team in integrating all budgeting tasks.
• Develop SharePoint pages as data repositories for budget data/requests.
• Analyze budget formulation/execution and process large data sets efficiently.

Skills

Verbal communication

Analytical skills

Team player

Professionalism

Discretion and tact

Decision making

Stakeholder coordination

Cross-functional collaboration

Education

Bachelor's degree in finance, business, or related field

Tools

Power BI

SharePoint

Excel

Job description

PBG delivers mission-focused solutions that eliminate inefficiency and power transformation for federal agencies requiring agility, security, and impact.

Work Location:

Hybrid – 1 day per week onsite at the client site in Washington, DC, or at PBG’s office in McLean, VA.

Candidates must possess an active Secret clearance or be able to obtain and maintain a Secret clearance as a condition of employment.

Key Responsibilities

• Provide technical support related to budget formulation justification, presentation execution and review.
• Develop executive briefings using various tools including Excel and Microsoft Power BI Dashboards.
• Develop reports using SharePoint, MS Excel, and MS Power BI.
• Business process analysis and improvement.
• Policy, procedure, and process discovery, development, and documentation, esp. SOPs, process flows, training materials, and guidelines.
• Financial forecasts and tracking the flow and status of funds obligations, reimbursements, and other financial data.
• Maintaining electronic files and versions of budgets submitted and management of historical data.
• Variance analysis of costs incurred against spend plans on a monthly basis.
• Preparation of monthly, quarterly, and annual spend plans.
• Support and prepare executive correspondence and leadership briefings, to include reviewing documents for technical corrections and edits.
• Portfolios performance management and cross-program analysis to ensure requirements are addressed and gaps are being closed.
• Budget execution reports and analysis on issues and trends affecting budget execution.
• Direct analytical support to department leads concerning complex budget projects.
• Corrective action plans for financial management deficiencies, remedial action tracking, and follow up reporting.
• Budget formulation and execution implementation, identifying and researching anomalies or problems, generating reports, and processing large volumes of complex data rapidly and accurately.
• Translate highly technical and programmatic data into actionable reporting appropriate for senior and non-technical readers.
• Financial analysis and tracking associated with contracts, interagency agreements, and memoranda of understanding.
• Submission and tracking of funding requisitions and purchase orders within the federal financial systems.
• Evaluation of budgetary requests, constraints, and potential workarounds.
• Support of and response to budget-related data calls, including mandated OMB reporting and annual budget and Investment portfolio submissions.
• Mastering a variety of budget formulation and execution tools and providing SME-level guidance and support.
• Maintenance and reporting on investment-level alignment of budgetary items.
• Assist the financial management/budget team in integrating all tasks related to budget formulation, planning, and execution.
• Develop SharePoint pages that serve as data repositories for budget process guides as well as budget related data calls/efforts.
• Analyze budget formulation and execution, identifying and researching anomalies or problems, generating reports, and processing large volumes of complex data rapidly and accurately.

Required qualifications

• Bachelor’s degree in finance, business, or other related field.
• 4+ years of demonstrated experience in budget formulation, analysis, and evaluation of execution.
• Ability to obtain and maintain a Secret Clearance
• Experience in tracking budget and activities for a product/project portfolio.
• Experience with Planning, Programming, Budget, and Execution (PPBE) budget cycle activities, including Congressional Budget Justification Book (CBJB) and Integrated Planning and Budget System (IPBS).
• Using complex financial management systems or other non-DOD federal financial management systems.

Preferred Skills/Experience

• PMI Project Management Professional (PMP) Certification Preferred
• Certified TBM Executive (CTBME) Certification Preferred
• Experience in building Power BI Dashboards.

Professional Skills

• Excellent verbal, interpersonal and written communication skills.
• Strong analytical, problem-solving and decision-making capabilities.
• Team player with the ability to work in a fast-paced environment.
• Demonstrated outstanding level of professionalism in providing client support, including ability to exercise good judgment, discretion, tact, and diplomacy.
• Sound business ethics, including the protection of proprietary and confidential information.
• Ability to apply detailed knowledge of organizational procedures to make independent decisions and serve as a credible resource for a senior management team.
• Ability to work with all levels of internal staff, as well as outside clients and vendors.
• Superior interpersonal skills including courtesy, professionalism, and a cooperative attitude.

#WHYPBG

We have successfully built a company culture based on our single most important asset - our employees. At PBG we are passionate about employee engagement and make it our business to provide our employees a range of challenging and rewarding opportunities that align with business strategy, promoteteam workand inspire innovation. A job is where you are spending most of your day, so PBG believes in making it a fun, collaborative and productive environment. We want our employees to have the opportunity to grow and be part of a company that is making a lasting contribution to our customers.

Benefits

• 401K Retirement Plan
• Medical Plan options with significant financial investments from PBG
• Prescription benefit plan
• Dental and Vision coverage
• Employee Assistance Program
• Short term / Long-term disability
• Supplemental group life and AD&D options
• Yearly Bonuses
• Generous Paid Time Off / Paid Holidays
• Career/Professional Development Program
• Spot Bonus Program

Equal Employment Opportunity Statement

PBG is an equal opportunity employer and makes all employment decisions based on job-related qualifications, skills, experience, and business needs. We do not discriminate against any applicant or employee based on legally protected characteristics, including but not limited to race, color, religion, sex, national origin, age, disability, genetic information, or veteran status, in accordance with applicable federal, state, and local laws. PBG complies with all laws regarding non-discrimination in employment in every location in which the company operates

Disclaimer

• This job description reflects management's assignment of essential job functions but is not intended to be a comprehensive list of all activities, duties and responsibilities required by the job incumbent. Nothing in the herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
• This document does not create an employment contract, implied or otherwise, other than an \"at will\" relationship.