Financial Management Data Analyst

PotomacWave; Washington (District of Columbia); On-site; USD 95,000 - 125,000; Full time

Job summary

PotomacWave Consulting is seeking a Financial Management Data Analyst to support a Federal client in Washington, DC. The role focuses on developing, managing, and maintaining SharePoint pages to track modernization efforts and improve financial processes.

You will collaborate with team members to ensure client satisfaction and project success on the CG Common Core program. Responsibilities include building Power Apps, Power Automate workflows, and Power BI reports from diverse data sources such

Qualifications

• Bachelor's degree or equivalent in IT/Business or related field.
• 3–7 years of related experience in financial management data analysis.
• Strong communication and customer service skills.
• Ability to lead and facilitate teams and projects.

Responsibilities

• Develop, run, and analyze financial, procurement, training, and logistics reports and metrics.
• Develop and maintain SharePoint pages to support modernization efforts.
• Create Power Apps, Power Automate workflows, and Power BI dashboards.
• Collaborate with CG Common Core customers and stakeholders to gather requirements.
• Design data models, ensure data quality, and implement business rules.
• Support migrations to SharePoint Online and cross-system integrations.
• Prepare briefing materials and facilitate client demonstrations.
• Troubleshoot Power Platform and data-related issues and provide documentation.

Skills

Communication

Customer service

Leadership

Education

Bachelor's degree in Information Technology, Business, or related field

Tools

SharePoint

Power Apps

Power Automate

Power BI

Dataverse

SQL Server

JSON

HTML

Job description

PotomacWave Consulting is looking for a Financial Management Data Analyst to join our team supporting a Federal client in Washington, DC. The Financial Management Data Analyst is familiar with procurement and will develop, manage, and maintain SharePoint pages to track and improve upon the client’s modernization efforts. The Financial Management Data Analyst collaborates and leads work assignments with other team members to ensure overall client satisfaction and PotomacWave's success on the project and in the client organization.

Responsibilities

• Developing, running, and analyzing financial, procurement, training, and logistics reports, metrics, and system interfaces.
• Assisting with development of SharePoint on CG Common Core to meet financial modernization/sustainment objectives.
• Establish and maintain working agreements and governance (MOU/MOA/SLA) with CG Common Core customers to facilitate integration of financial synergies and efficiencies.
• Assist with maintenance of CG Common Core configuration control board.
• Developing, managing, maintaining, and updating SharePoint pages, process tools, workflows, training, and performance metrics on the CG Common Core consistent with standardizedprocesses, best practices, and target audiences.
• Assisting with migration of content to SharePoint Online.
• Developing, managing, maintaining, and posting performance metrics using financial management and procurement services (FMPS) data captured from CG Common Core, Financial Procurement Desktop (FPD)/Core Accounting System (CAS), Financial System Modernization Solution (FSMS – Oracle R12), and the Coast Guard Data Warehouse (CGDW - SAS Viya).
• Develop and maintain CG Common Core briefing material including an updated coversheet/summary of transactions and impacts.
• Meet directly with USCG clients and stakeholders to gather, clarify, and document business and technical requirements. Translating captured requirements into development tasks, application features / enhancements, and establish acceptance criteria.
• Design, develop, test, deploy, and maintain Microsoft Power Apps.
• Develop Power Fx logic for business rules, data validation, calculations, filtering, search, navigation, permissions, variables, collections, and record updates.
• Develop Power Automate workflows that support Power Apps, including notifications, reminders, approvals, file processing, Excel imports, SharePoint record creation, and scheduled processes.
• Organize and manage Power Platform solutions containing Power Apps, Power Automate flows, connections, connection references, data sources, environment variables, and other related solution components.
• Support the movement and configuration of Power Platform solutions across development, test, and production environments.
• Connect Power Apps and Power Automate solutions to SharePoint Lists, Microsoft Dataverse, and Microsoft SQL Server.
• Design SharePoint list structures, columns, relationships, choice fields, person fields, permissions, and supporting data models.
• Develop role-based access and multi-user workflows for sponsors, POCs, guests, administrators, and super users.
• Implement business rules involving dates, times, statuses, availability, capacity limits, approvals, and user permissions.
• Create Power BI reports and dashboards using SharePoint, Dataverse, and SQL-based data.
• Perform ETL, data transformation, data modeling, validation, and calculation development for reporting solutions.
• Build interactive Power BI visualizations, including custom Deneb visuals using JSON.
• Use JSON and HTML in Power Apps to create formatted tables, email templates, summaries, reports, and customized interface components.
• Query, validate, transform, and integrate Microsoft SQL Server data.
• Conduct client demonstrations, gather feedback, and implement iterative enhancements.
• Troubleshoot Power Apps, Power Automate, SharePoint, Dataverse, SQL Server, and Power BI issues.
• Support application configuration, testing, deployment, version management, and post-production maintenance.
• Create technical documentation, process documentation, user guidance, and solution design materials.
• Other duties, tasks and projects as assigned.

Qualifications

• Bachelor's degree in Information Technology, Business, or a related field.
• Three to seven (3-7) yearsof related experience.
• Excellent communication and customer service skills.
• Experienced management skills with the ability to lead, facilitate, mot