Financial Planning Analyst

Riverside Research; Dayton (OH); On-site; USD 130,000 - 175,000; Full time

Job summary

Riverside Research is seeking a full-time Financial Planning Analyst to support NASIC at Wright-Patterson AFB, OH. You will manage data, analytics, and reporting to guide resource allocation and policy decisions.

The role emphasizes Power BI, Tableau, Excel, and SharePoint proficiency, along with data visualization, process automation, and collaboration with cross-functional teams.

Qualifications

• Active TS clearance with SCI adjudication.
• Bachelor's in business administration, accounting, finance, engineering, computer science, physics, math, history, or related fields.
• Minimum 8 years' experience with Tableau, Excel tools, Power BI and SharePoint.
• Experience supporting Air Force contract administration and execution, including tracking contract deliverables, reviewing invoices, and monitoring obligations and expenditures.
• Demonstrated experience with Business Analytics and the principles of analyzing financial and production data.
• Effective/efficient written/verbal communication skills; proficient in MS Word, PowerPoint.

Responsibilities

• Provide data management and data architecture support and process automation.
• Translate policy, acquisition, and operational requirements into clearly defined data standards and business logic for analytics, reporting, and decision-support using Power BI, Tableau, Excel Power Query, and O365 tools.
• Produce mission-focused user documentation and technical guidance with dashboards, data visualizations, and process flows to improve usability and adoption of analytics tools.
• Design and deliver training materials and formal briefings to communicate processes, data structures, and analytical tools to government, contractor, technical, and non-technical audiences.
• Contribute to design, development, testing, and sustainment of project tracking, analytics, and visualization tools, leveraging Power BI, Tableau, Excel Power Query, SharePoint permissions and lists, and Power Automate
• Utilize SharePoint and Power Automate to support workflow automation, document control, data collection, and process standardization for program management and analytics activities.
• Support contract administration and execution, including tracking of contract deliverables, review of invoices, and monitoring obligations and expenditures for compliance.
• Coordinate standing or one-time meetings, working groups, or tiger teams; prepare minutes, track status, draft white papers/briefings and present recommendations.

Skills

Analytical thinking

Communication skills

Attention to detail

Teamwork

Adaptability

Travel willingness

Education

Bachelor's in business administration, accounting, finance, engineering, computer science, physics, math, history or related fields

Master's degree (preferred) in related field

Tools

Tableau

Excel

Power BI

SharePoint

Power Query

Power Automate

Job description

Financial Planning Analyst

Location US-OH-Dayton

ID 2026-4368

Category Process Management / Liaison / Program Support

Position Type Full Time Salary

Riverside Overview

Riverside Research is an independent National Security Nonprofit dedicated to research and development in the national interest. We provide high-end technical services, research and development, and prototype solutions to some of the country's most challenging technical problems.

All Riverside Research opportunities require U.S. Citizenship.

Position Overview

Riverside Research is seeking a full-time Financial Planning Analyst to support the National Air & Space Intelligence Center (NASIC) at Wright-Patterson AFB, OH. This position will be part of a multi-disciplinary team managing a variety of intelligence contracts and task orders on behalf of the customer. They will collaborate with acquisition leads and support financial planning and execution tracking activities, providing timely reporting and analysis. The Financial Planning Analyst will oversee the development and maintenance of resource requirement processes, tools, and documentation, ensuring alignment with strategic goals and effective resource allocation. Analyze data and recommend improvements. They will also facilitate business analytic data aggregation, visualization, and analysis to guide future policy and planning decisions.

Responsibilities

• Provide data management and data architecture support and process automation.
• Translate policy, acquisition, and operational requirements into clearly defined data standards and business logic that support analytics, reporting, and decision-support solutions using Power BI, Tableau, Excel (Power Query), and O365 tools.
• Produce mission-focused user documentation and technical guidance, incorporating dashboards, data visualizations, and process flows as appropriate to improve usability and adoption of analytics tools and reporting solutions.
• Design and deliver training materials and formal briefings to communicate current and evolving processes, data structures, and analytical tools to government, contractor, technical, and non-technical audiences.
• Contribute to the design, development, testing, and sustainment of project tracking, analytics, and visualization tools, leveraging Power BI, Tableau, Excel Power Query, SharePoint permissions and lists, and Power Automate
• Utilize SharePoint and Power Automate to support workflow automation, document control, data collection, and process standardization in support of program management and analytics activities.
• Support contract administration and execution, including tracking of contract deliverables, review of invoices, and monitoring of obligations and expenditures to support program compliance and financial accountability.
• Coordinate standing or one-time meetings, working groups, or tiger teams as needed; prepare minutes, track status of various projects, draft white papers/briefings and present recommendations to decision makers as required
• Other duties as assigned

Qualifications

Required Qualifications

• Active TS clearance with SCI adjudication
• Bachelor's in business administration, accounting, finance, engineering, computer science, physics, math, history, or related fields
• Minimum 8 years' experience to include demonstrated experience with Tableau, Excel tools, Power BI and SharePoint
• Experience supporting Air Force contract administration and execution, including tracking contract deliverables, reviewing invoices, and monitoring obligations and expenditures across appropriations to ensure compliance with fiscal law, the Anti-Deficiency Act, and program financial accountability.
• Demonstrated experience with Business Analytics and the principles of analyzing financial and production data
• Effective/efficient written/verbal communication skills; proficient in MS Word, PowerPoint
• Self-motivated, detail oriented, responsible team player able to work independently with minimal daily direction
• Ability to work and interact with technically and organizationally diverse personnel
• Adaptability: able to balance multiple tasks & shift between projects quickly
• Eagerness to acquire new skills based on recognition of customer need
• Open to occasional travel

Desired Qualifications

• Familiarity with National Air and Space Intelligence Center (NASIC) intelligence analysis and production processes
• Familiarity with various NASIC contract vehicles such as MEGASTAR, NOVASTAR and COMET
• Master's degree in business administration, accounting, finance, engineering, computer science, physics, math, history or related field
• Professional certifications in project management, contracting, requirements management, and/or lifecycle logistics (e.g. PMP, DAWIA)

Global Comp

• $130,000- $175,000 This represents the typical compensation range for this position based on experience, location and other factors.

Closing Statement

Riverside Research Institute is a not-for-profit, technology-oriented defense company, where service to our customers and support of our staff is our overall mission. Riverside is an affirmative action-equal opportunity employer and complies with all applicable federal, state, and local laws regarding recruitment and hiring. Riverside offers comprehensive compensation and benefit packages to our employees.

Riverside bases its employment decisions solely on technical experience, qualifications and other job-related criteria related to our organizational purpose as a not-for-profit company, and without regard to race, color, religion, age, sex marital status, sexual orientation, national origin, physical or mental disability, veteran's status or any other status legally protected by applicable federal, state, and local law.