Financial Planning Analyst (Contingent Upon Award)

ZipRecruiter; Arlington (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Loch Harbour Group is seeking a highly qualified Financial Planning Analyst to support the Office of Naval Research. This full-time role involves providing financial and programmatic support for the Department of Navy's Science and Technology initiatives, requiring significant experience and a current security clearance. A competitive salary and a comprehensive benefits package are offered.

Benefits

Competitive salaries

Paid time off

Health, dental, and vision insurance

Company-paid short/long-term disability insurance

Company-paid Life insurance

401(k) with up to 3% matching

FSA

Qualifications

• At least 10 years of experience with DoD programs.
• Minimum 5 years in financial management of S&T programs.
• Current SECRET clearance or ability to obtain.

Responsibilities

• Provide portfolio and program analysis for S&T initiatives.
• Support financial planning, execution, and management.
• Draft budget exhibits and respond to data calls.

Skills

Financial management

Portfolio analysis

Presentation skills

Data analysis

Proficiency in MS Office

Education

Bachelor’s degree or higher

Tools

PBIS

Navy ERP

Job description

Loch Harbour Group is seeking a highly qualified S Financial Planning Analyst to support the Office of Naval Research (ONR) Technology Candidate Portfolio Champion and Integrated Process Team (IPT). This full-time, on-site position provides critical programmatic, financial, and policy support to manage and advance Department of Navy (DoN) Science and Technology (S&T) initiatives.

Responsibilities include:

• Providing comprehensive portfolio and program analysis support for S&T initiatives.
• Supporting financial planning, execution, and management of S&T programs, including the PPBE and POM processes.
• Drafting RDT&E budget exhibits and responding to data calls from senior leadership and Congress.
• Analyzing and presenting technical and financial performance metrics using MS Office and web-based applications.
• Coordinating and leading meetings with senior DoN S&T personnel; recording discussion summaries and tracking action items.
• Supporting reporting and analysis efforts using PBIS and Navy ERP systems.
• Delivering policy and programmatic recommendations to DoD leadership through concise reports and presentations.
• Identifying and implementing solutions to address operational and business challenges within DoD S&T portfolios.

Minimum requirements:

• Current SECRET clearance or the ability to obtain one prior to award.
• Bachelor’s degree or higher from an accredited university.
• At least 10 years of experience providing portfolio or program analysis support to the DoD, preferably the Department of the Navy.
• Minimum 5 years of direct experience in financial management, planning, and execution of S&T programs.
• Experience supporting the PPBE and POM processes and drafting RDT&E budget exhibits.
• Proficiency in MS Office and web/database applications for analysis and reporting.
• Experience leading meetings and coordinating tasks across S&T leadership and stakeholders.
• Familiarity with PBIS and Navy ERP for financial and programmatic reporting.
• Proven ability to work independently, learn processes in real-time, and manage complex portfolios.

Preferred qualifications:

• Experience handling, storing, couriering, and projecting classified information in accordance with DoD policy.

Location: Arlington, VA

About Loch Harbour Group:

We offer our employees a comprehensive and competitive benefits package, including:

• Competitive salaries
• Paid time off
• Health, dental, and vision insurance
• Company-paid short/long-term disability insurance
• Company-paid Life and Accidental Death & Dismemberment insurance
• 401(k) with up to 3% matching
• FSA

The Loch Harbour Group is an equal opportunity employer. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to creating an inclusive environment for all.