Navy Budget PPBE SME - Budget Formulation Support

Montcure LLC; Alexandria (VA); On-site; USD 140,000 - 170,000; Full time

Job summary

Montcure, LLC seeks a Navy Budget PPBE SME to guide senior leaders through planning, programming, budgeting, and execution. The role emphasizes OneStream-driven budget data management, reporting automation, and fast, accurate decision support.

The position requires active SECRET clearance, 8+ years of Navy/DoD financial management, and expertise in PPBE, budget formulation, and interagency coordination, with a focus on modernizing processes and data quality.

Qualifications

• Active SECRET security clearance.
• Bachelor's degree in Finance, Accounting, Business, or related field (Master's preferred).
• Minimum 8 years of Navy or DoD financial management experience with PPBE.
• Expert-level PPBE knowledge including POM/PB and budget execution.
• Hands-on OneStream budgeting, planning, forecasting, or reporting.
• Strong Navy appropriations knowledge and DoD FMR familiarity.
• Advanced Excel; ability to build complex financial models.
• Ability to prepare concise financial briefings for senior leaders.

Responsibilities

• Advise government leadership on Navy PPBE policy and procedures.
• Lead development of POM and PB submissions with exhibits and analyses.
• Analyze program and budget issues; develop courses of action.
• Support reprogramming actions, Congressional marks, and changes.
• Interpret fiscal laws and DoD FM guidance; mentor junior analysts.
• Lead OneStream-based budgeting, planning, and reporting activities.
• Build OneStream views, dashboards, and data integration with Navy systems.
• Develop user guides and end-user training for OneStream adoption.
• Track funds execution and monitor Navy execution benchmarks.
• Provide forecasts and briefings for leadership; coordinate with stakeholders.

Skills

OneStream expertise

Financial analysis

Briefing senior leadership

Excel - advanced

PPBE process knowledge

Education

Bachelor's degree in Finance/Accounting/Business

Tools

OneStream

Advana

Navy ERP

PBIS

Power BI

Excel

Job description

Navy Budget PPBE SME - Budget Formulation Support

Level: Subject Matter Expert

Clearance: Secret

*Candidates must have the above clearance level and, at a minimum, be able to maintain this clearance during their employment with Montcure.

Montcure, LLC is a Service-Disabled Veteran-Owned Small Business (SDVOSB) founded with a vision to revolutionize consulting and advisory services through innovative, data-driven solutions. The Montcure team recognizes the unique challenges faced by organizations and governments in today's rapidly evolving business environment.

About the Role

The Navy Budget PPBE Subject Matter Expert (SME) provides senior-level expertise to Navy financial management leadership across all phases of the Planning, Programming, Budgeting, and Execution (PPBE) process. This role serves as a trusted advisor on budget formulation, justification, and execution for assigned appropriations and Program Elements (PEs), with a strong emphasis on leveraging the OneStream platform to modernize budget data management, automate reporting, and improve the speed and accuracy of financial decision‑making.

What You'll Do

• Serve as the subject matter expert on the PPBE process, advising government leadership on Navy and DoD planning, programming, budgeting, and execution policy and procedures.
• Lead development of Program Objective Memorandum (POM) and President's Budget (PB) submissions, including budget exhibits, justification materials, and supporting analyses.
• Analyze program and budget issues, prepare issue papers, and develop courses of action to support resource allocation decisions.
• Support reprogramming actions, Congressional marks and appeals, and responses to fiscal or programmatic changes.
• Interpret and apply fiscal law, appropriations rules, and DoD Financial Management Regulation (DoD FMR) guidance.
• Mentor junior analysts and promote consistent, repeatable PPBE practices across the team.

OneStream Budget Formulation & Systems Support

• Serve as the functional lead for OneStream-based budget formulation, planning, and reporting activities.
• Build, maintain, and enhance OneStream cube views, dashboards, workflows, and reports to support PPBE cycle requirements.
• Support data integration and validation between OneStream and authoritative Navy financial systems, including Navy ERP and PBIS.
• Translate PPBE business requirements into OneStream functional requirements and partner with technical teams on configuration, testing, and deployment.
• Develop user guides and training materials, and provide end‑user support to promote adoption of OneStream across stakeholder organizations.

Budget Execution & Financial Analysis

• Track and analyze funds execution for assigned PEs, including allocations, commitments, obligations, and expenditures.
• Monitor progress toward Navy execution benchmarks, identify execution risks, and recommend corrective actions.
• Provide financial status assessments and execution forecasts to inform leadership decision‑making.
• Support mid‑year reviews, quarterly execution reviews, and formal program financial reviews.

Reporting & Stakeholder Coordination

• Develop recurring and ad hoc reports, data visualizations, and briefing materials for senior leadership using OneStream, Advana, and related tools.
• Brief senior leaders on budget status, PPBE milestones, and emerging issues.
• Coordinate with government stakeholders across the Navy Secretariat, OPNAV, and resource sponsors to resolve programmatic and financial issues impacting budget performance.

Required Qualifications

• Active SECRET security clearance.
• Bachelor's degree in Finance, Accounting, Business, or related field (Master's preferred).
• Minimum 8 years of Navy or DoD financial management experience, with significant PPBE experience at the Secretariat, OPNAV, SYSCOM, or HQ level.
• Expert‑level knowledge of the PPBE process, including POM and PB development, budget justification, and budget execution.
• Demonstrated hand‑on experience with OneStream for budgeting, planning, forecasting, or financial reporting.
• Strong working knowledge of Navy appropriations, fiscal law, and the DoD FMR.
• Advanced Microsoft Excel skills; ability to develop and maintain complex financial models and spreadsheets.
• Ability to prepare clear, concise financial briefings and presentations for senior leadership.

Preferred Qualifications

• 12+ years of Navy or DoD financial management and budget experience.
• Experience implementing, configuring, or administering OneStream in a federal or DoD environment; OneStream certification a plus.
• Detailed understanding of budget formulation and execution across multiple appropriations, including Operations & Maintenance, Navy (OM&N); Other Procurement, Navy (OPN); Research, Development, Test & Evaluation, Navy (RDT&E,N); and Military Personnel, Navy (MPN).
• Experience with government financial management systems, including Navy ERP, PBIS, Advana, and SNaP-IT.
• Strong proficiency in Microsoft PowerPoint and Word; familiarity with Power BI or other data visualization tools.
• Certified Defense Financial Manager (CDFM) certification or DoD Financial Management Certification (Level 2 or higher).

Status: Contingency - This work is contingent upon award.

Salary: $140-$170k per year

Montcure, LLC is an Equal Opportunity Employer. Montcure, LLC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non‑disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.