Financial Management Analyst

Socket.dev; San Diego (CA); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Paid healthcare

401(k) matching

Competitive compensation

Professional development opportunities

Long-term career growth culture

Job summary

AE Strategies is seeking a Financial Management Analyst to support a federal comptroller office, handling budget formulation, funds distribution, reconciliation, forecasting, automated reporting, and audit readiness. You will help develop budget submission models, dashboards, and tools to improve transparency and compliance.

The ideal candidate has a bachelor’s degree in finance or related field, at least two years of relevant experience, the ability to qualify for a DoD Secret Clearance, and

Qualifications

• Bachelor’s degree in finance, accounting, economics, business administration, public policy, or a related field.
• At least two years of relevant experience in financial management, budgeting, reconciliation, forecasting, or audit readiness.
• Ability to qualify for a DoD Secret Clearance and willingness to work on-site 5 days a week.

Responsibilities

• Provide direct support to the Comptroller across budget formulation, funds distribution, reconciliation, forecasting, reporting, and audit readiness.
• Develop templates, budget submission models, tools, and dashboards to improve consistency, transparency, and auditability of financial products.
• Coordinate data aggregation across distributed teams and respond to RFIs and information requests with accuracy and speed.
• Maintain SOPs, user guides, and training materials to standardize execution and preserve institutional knowledge.

Skills

Excel proficiency

PowerPoint proficiency

Data analysis

Communication

Client service orientation

Education

Bachelor’s degree in finance or related field

Tools

DoD financial systems

Job description

Description

About Us

AE Strategies is a management consulting firm that works inside federal agencies to help improve how work gets done. Since 2003, we have supported more than 50 federal agencies by bringing practical, hands‑on expertise to complex mission and workforce challenges.

People who thrive here take ownership, follow through, listen first, and focus on helping clients and teammates succeed. We offer meaningful work, early responsibility, a low‑ego team culture, competitive compensation, paid healthcare, and 401(k) matching.

The Opportunity

The Financial Management Analyst will directly support a federal government comptroller office, providing comprehensive financial management support across budget formulation, funds distribution, funds execution, reconciliation, forecasting, automated reporting, financial improvement and audit readiness efforts, and financial business process improvement. This client‑facing role will help develop budget submission models and business tools, reconcile requirements with congressional controls, track funds and cost structures, validate funding availability, resolve accounting discrepancies, support audit‑readiness documentation and internal control activities, maintain dashboards and forecasting tools, and produce execution summaries for senior leadership. The Analyst will join an existing contract supporting OCHR with financial management, systems expertise, process standardization, documentation, data quality, and data‑driven tools that sustain mission‑critical operations across a distributed Comptroller Office team.

Key Responsibilities

• Provide direct support to the Comptroller and distributed Comptroller Office team across budget formulation, funds distribution, funds execution, reconciliation, forecasting, reporting, and Financial Improvement and Audit Readiness activities.
• Develop templates, budget submission models, business tools, and standard approaches that improve consistency, transparency, auditability, and usability of financial management products.
• Reconcile budget requirements with congressional controls; track funds, assign cost structures, validate funding availability, and support corrective actions for accounting discrepancies and audit findings.
• Maintain automated reporting processes for labor and support activities, update dashboards and forecasting tools, and produce execution summaries for senior leadership.
• Use accounting and financial systems to support data quality, troubleshoot system issues, prevent errors, and coordinate with internal and external stakeholders to maintain compliance and audit readiness.
• Develop SOPs, user guides, training materials, onboarding documentation, process documentation, and audit‑ready support materials to preserve institutional knowledge and standardize execution.
• Coordinate data aggregation across distributed teams and provide rapid, accurate responses to internal and external requests for information, including audit, compliance, and financial data calls.
• Support continuous improvement efforts that define, standardize, and evaluate job duties, workload balance, system access, skills needs, stakeholder education, internal controls, and best practices.

Requirements

• U.S. Citizenship is required due to the requirements of the government contracts AE Strategies supports.
• Bachelor’s degree in finance, accounting, economics, business administration, public policy, or a related field.
• At least two years of relevant experience in any of the following areas: financial management, budget formulation and execution, funds management, reconciliation, forecasting, financial reporting, audit readiness, internal controls, or business process improvement.
• Ability to qualify for a DoD Secret Clearance.
• Willingness to work on‑site 5 days a week.
• Experience developing budget templates, reporting models, dashboards, forecasting tools, execution summaries, SOPs, user guides, training materials, or audit‑ready documentation.
• Strong ability to reconcile data, validate funding availability, troubleshoot accounting or system issues, identify discrepancies, support corrective actions, and improve data quality.
• Understanding of financial improvement and audit readiness concepts, audit support, internal controls, supporting documentation, compliance requirements, or corrective action planning is preferred.
• Proficiency with Microsoft Excel and PowerPoint and experience using financial, accounting, budgeting, or automated reporting systems; experience with DoD financial systems is preferred.
• Ability to coordinate across distributed teams, respond quickly to RFIs, communicate clearly with internal and external stakeholders, and educate users on financial management best practices.
• Strong client‑service orientation, sound judgment, attention to detail, and comfort working in an embedded government consulting environment where priorities can shift quickly.
• Experience in federal workforce environments, shared services environments, public health, scientific, technical, or highly regulated organizations is preferred.

Salary range: $85,000 to $105,000

Compensation is based on a candidate’s experience, skills, demonstrated capabilities, and overall alignment with the position requirements. Candidates who meet the minimum qualifications should not expect placement at the top of the range, which is generally reserved for individuals with extensive relevant experience and a proven track record of success in comparable positions.

In addition to base salary, AE Strategies offers performance‑based bonuses, comprehensive benefits, paid time off, matching 401k, professional development opportunities, and a collaborative culture focused on long‑term career growth.

AE Strategies is an equal opportunity employer.