Senior Financial Consultant

PBG; Washington (District of Columbia); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401K Retirement Plan

Medical Plan options

Prescription benefit plan

Dental and Vision coverage

Employee Assistance Program

Short/Long-term disability

Spot Bonus Program

Job summary

PBG is seeking an experienced finance professional in Washington, DC region to support budget formulation, planning, and execution for federal projects. The role focuses on developing spend plans, templates, and dashboards, while mentoring junior staff and ensuring compliance with government requirements.

The ideal candidate will have 5+ years in budget analysis, PMP/CTBME certifications, and strong Excel/Power BI skills, with the ability to work in a hybrid setting.

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• 5+ years of budget formulation, analysis, and execution experience.
• PMP Certification and CTBME Certification required.
• Proficiency in MS Office, including pivot tables and Power BI.

Responsibilities

• Assist the financial management/budget team in budget formulation, planning, and execution.
• Assist in developing the yearly Spend Plan.
• Prepare budget templates and gather estimates from all components; ensure accuracy.
• Identify process improvements in financial management and mentor staff.
• Lead Budget Formulation activities (BRR, Justification).
• Train junior staff and oversee submissions to government staff.
• Monitor budget dashboards and reporting tools such as Spend Plan and summaries.
• Design and maintain Excel, Access, SharePoint, Power BI for budgeting and execution.

Skills

Budget formulation

Excel proficiency

Communication skills

Team player

Mentoring

Education

Bachelor's degree in Finance/Business

PMP Certification

CTBME Certification

Tools

Excel

Power BI

SharePoint

Access

Pivot tables

Job description

PBG delivers mission-focused solutions that eliminate inefficiency and power transformation for federal agencies requiring agility, security, and impact.

Candidates must possess an active Secret clearance or be able to obtain and maintain a Secret clearance as a condition of employment.

Work Location: Hybrid – 3 days per week onsite at the client site in Washington, DC, or at PBG’s office in McLean, VA.

Key Responsibilities

• Assist the financial management/budget team in integrating all tasks related to budget formulation, planning, and execution.
• Assist in the development of the yearly Spend Plan.
• Prepare budget formulation templates; gathers budget estimates and requirements from all components of the client organization; examines budget estimates for completeness, accuracy, and conformance with procedures and regulations.
• Identifies areas for improvement in financial management processes and the team’s deliverables and provides mentoring and appropriate one-on-one training.
• Lead the preparation of Budget Formulation activities (BRR, Justification, etc.).
• Train junior staff in their task responsibilities; and schedules, evaluates, quality check their work for submission to the government staff.
• Monitor the development and maintenance of budget visualization tools, like the Spend Plan Dashboard and Budget Formulation Summary Presentations.
• Designs, builds, maintains, repairs and modifies Excel, Access, SharePoint, Power BI, and other applications for budget formulation and execution planning, tracking, monitoring, analysis and reporting according to government contract requirements.
• Evaluate budget processes and execution to identify and implement efficient solutions and improvements.
• Prepare and provide briefings on the status of accounts, financial trends and potential problem areas to leadership.
• Oversee the preparation of responses to internal and external financial and budget inquiries.
• Work directly with the Government Budget Team Lead to receive, analyze clarify instructions and requirements and schedule taskings by formulation and executes tasks accordingly.

Required Qualifications

• Bachelor’s degree in Finance, Business, or other related field.
• 5+ years of related experience and with budget formulation, analysis, and evaluation of execution.
• Project Management Professional (PMP) Certification.
• Certified Technology Business Management Executive (CTBME) Certification.
• Managing and tailoring Excel spreadsheets, including developing PowerPoint presentations.
• Proficiency in the Microsoft Office suite particularly MS Word, MS PowerPoint, and MS Excel including expertise with pivot tables (using and building).
• Experience in tracking budget and activities for a product/project portfolio.
• Experience with Planning, Programming, Budget, and Execution (PPBE) budget cycle activities, including Congressional Notifications, Continuous Resolutions, and Passback.
• Experience using complex financial management systems or other federal financial management systems.
• Experience in building dashboards using Power BI or other financial management systems.
• Proven experience in communications planning and execution.
• Ability to obtain a SECRET clearance.

Professional Skills

• Excellent verbal, interpersonal and written communication skills.
• Strong analytical, problem-solving and decision-making capabilities.
• Team player with the ability to work in a fast-paced environment.
• Demonstrated outstanding level of professionalism in providing client support, including ability to exercise good judgment, discretion, tact, and diplomacy.
• Sound business ethics, including the protection of proprietary and confidential information.
• Ability to apply detailed knowledge of organizational procedures to make independent decisions and serve as a credible resource for a senior management team.
• Ability to work with all levels of internal staff, as well as outside clients and vendors.
• Superior interpersonal skills including courtesy, professionalism, and a cooperative attitude.

#WHYPBG

We have successfully built a company culture based on our single most important asset - our employees. At PBG we are passionate about employee engagement and make it our business to provide our employees a range of challenging and rewarding opportunities that align with business strategy, promoteteam workand inspire innovation. A job is where you are spending most of your day, so PBG believes in making it a fun, collaborative and productive environment. We want our employees to have the opportunity to grow and be part of a company that is making a lasting contribution to our customers.

Benefits

• 401K Retirement Plan
• Medical Plan options with significant financial investments from PBG
• Prescription benefit plan
• Dental and Vision coverage
• Employee Assistance Program
• Short term / Long-term disability
• Supplemental group life and AD&D options
• Yearly Bonuses
• Generous Paid Time Off / Paid Holidays
• Career/Professional Development Program
• Spot Bonus Program

Equal Employment Opportunity Statement

PBG is an equal opportunity employer and makes all employment decisions based on job-related qualifications, skills, experience, and business needs. We do not discriminate against any applicant or employee based on legally protected characteristics, including but not limited to race, color, religion, sex, national origin, age, disability, genetic information, or veteran status, in accordance with applicable federal, state, and local laws. PBG complies with all laws regarding non-discrimination in employment in every location in which the company operates

Disclaimer

This job description reflects management's assignment of essential job functions but is not intended to be a comprehensive list of all activities, duties and responsibilities required by the job incumbent. Nothing in the herein restricts management's right to assign or reassign duties and responsibilities to this job at any time. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.