Financial Analyst: Budgeting, Forecasting & Analytics

UIC Arctic Response Services, LLC; Norfolk (VA); On-site; USD 90,000 - 100,000; Full time

Job summary

Bowhead Program Management & Operations seeks a Business Financial Analyst to support Navy budgets and projects in the Norfolk area. The role involves financial planning, forecasting, and analysis to improve budget execution and resource utilization while ensuring compliance with DoD and Navy policies.

The candidate will develop automated reporting tools with Excel, Power BI, SharePoint, ERP systems, and G-Invoicing, coordinating funding and delivering data-driven insights to senior leadership.

Qualifications

• Bachelor's Degree and 5+ years of experience conducting studies and preparing reports on feasibility and cost effectiveness.
• Knowledge of federal financial management principles, regulations, policies, procedures, appropriations law, and Navy Working Capital Fund (NWCF) operations.
• Experience with federal acquisition and procurement processes, including acquisition planning, procurement request development, MILSTRIP requisitions, Government Purchase Card (GPC) purchases, SAP requisitions, procurement documentation, funding validation, and coordination with contracting and purchasing organizations.
• Experience with project management, including cost estimating, procurement planning, schedule development, schedule tracking, project status reporting, technical writing, and presentation development.
• Experience with financial forecasting, trend, variance, and predictive analyses; developing budget models and spending plans; and conducting what-if analyses to evaluate funding scenarios, support resource allocation, identify financial risks, and provide actionable recommendations to leadership.
• Experience developing and maintaining financial and operational dashboards, data visualizations, and automated reporting solutions to support business analytics, performance monitoring, and leadership decision support.
• Experience supporting financial audit readiness initiatives, internal controls, data validation, records management, and compliance with federal financial management requirements.
• Experience performing cost analysis, affordability assessments, business case analyses, and financial evaluations to support program planning, resource decisions, and organizational priorities.
• Understanding of government funding appropriations, purchasing, contracting regulations, and Carderock Division business processes and standard operating procedures.
• Practical working knowledge of ERP Program Manager (PM) and/or Program Business & Financial Manager (PBFM) roles.
• Proficiency using automated financial systems, including Navy ERP and G-Invoicing.
• Intermediate to advanced level skills in Microsoft Office software suite - Word, Excel, Outlook, PowerPoint.
• Ability to communicate effectively with all levels of employees and outside contacts.
• Strong interpersonal skills and good judgment with the ability to work alone or as part of a team.

Responsibilities

• Perform financial planning, budgeting, execution, and tracking of the Operations Budget and assigned projects.
• Review and process funding documents while monitoring commitments, obligations, expenditures, and project execution.
• Perform trend, variance, and predictive analyses to identify financial risks, funding shortfalls, execution trends, and opportunities to improve budget execution and resource utilization.
• Develop financial forecasts, spending plans, and budget projections to support workload planning, resource allocation, and organizational priorities.
• Conduct what-if analyses and evaluate alternative funding scenarios to support management decision-making, optimize resource utilization, and assess the financial impact of changing program requirements.
• Assist with financial recordkeeping, budget reporting, earned value management, business metrics, and program financial analysis.
• Develop, maintain, and continuously improve automated financial reporting tools, dashboards, and business intelligence solutions using Microsoft Excel, Power BI, SharePoint, Navy ERP, G-Invoicing, and other enterprise systems.
• Integrate financial and operational data to provide actionable insights, improve data quality, support audit readiness, enhance budget execution, monitor project performance, and enable informed, data-driven decision-making for Business Support Managers and senior leadership.
• Identify opportunities to improve financial management processes through automation, standardization, data analysis, and process improvement initiatives to increase efficiency, accuracy, transparency, and effectiveness of business operations.
• Coordinate technical project planning, scheduling, execution, status reporting, and resource management.
• Plan, coordinate, prepare, and process procurement actions, including MILSTRIP requisitions, Government Purchase Card (GPC) purchases, Simplified Acquisition Procedures (SAP) requisitions, and supporting acquisition documentation. Ensure procurement actions comply with applicable Department of Defense, Department of the Navy, acquisition, financial, and organizational policies while monitoring procurement status, funding availability, commitments, obligations, expenditures, and execution.
• Coordinate with contracting, purchasing, supply, logistics, technical, and program personnel to support acquisition planning, procurement execution, inventory management, and timely delivery of products and services required to meet mission objectives.
• Provide recommendations to Business Support Managers and senior leadership by analyzing financial data, identifying issues, and developing practical solutions.
• Utilize Navy Enterprise Resource Planning (ERP), G-Invoicing, and other automated financial systems to execute, monitor, analyze, and improve financial management processes, procurement activities, budget execution, and business operations effectiveness.
• Coordinate with accounting, budget, finance, engineering, technical, and management personnel regarding financial, procurement, inventory, and related business matters.
• Develop reports, presentations, and other documentation to support program and business operations.
• Performs other duties as assigned.

Skills

Budgeting

Forecasting

Financial analysis

What-if analysis

Data visualization

ERP systems

G-Invoicing

Navy ERP

Excel

Education

Bachelor's degree

Tools

Navy ERP

G-Invoicing

Power BI

SharePoint

Job description

Bowhead Program Management & Operations seeks a Business Financial Analyst to support Navy budgets and projects in the Norfolk area. The role involves financial planning, forecasting, and analysis to improve budget execution and resource utilization while ensuring compliance with DoD and Navy policies.

The candidate will develop automated reporting tools with Excel, Power BI, SharePoint, ERP systems, and G-Invoicing, coordinating funding and delivering data-driven insights to senior leadership.