Senior Strategic Financial Planning & Analysis Portfolio Manager

Capstone Analytic; Arlington (VA); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

PTO 15 days

11 Federal holidays

401K program

Healthcare options

Professional development

Team building

Job summary

Capstone Analytic seeks a Senior Strategic FP&A Manager to support complex federal health IT portfolio strategy and investment planning. You will coordinate across stakeholders, analyze data across budgets, contracts, and performance, and translate insights into executive-ready recommendations.

The role leads one or more portfolio areas, aligning modernization priorities with strategic objectives, while partnering with cost estimators, data analysts, and subject matter experts.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field.
• 8+ years of relevant FP&A and portfolio management experience with leadership.
• Strong ability to interpret budgets, forecasts, and investment data.
• Experience briefing senior leaders and coordinating across stakeholders.
• Security clearance or ability to obtain one.

Responsibilities

• Serve as primary strategic FP&A and portfolio coordination lead.
• Lead baseline assessments, gap analysis, and roadmap development.
• Develop portfolio-level insights and investment priorities.
• Prepare executive briefings, analyses, dashboards, and decision packages.
• Collaborate with government stakeholders, program managers, and financial teams.

Skills

Financial planning & analysis

Portfolio management

Data analysis

Executive communication

Stakeholder coordination

Problem solving

Education

Bachelor’s degree in finance or related field

Tools

Excel

PowerPoint

Power BI

Job description

Hybrid (2 Days / Week @ Arlington VA Client Site)

About the Role

Capstone Analytic is seeking a Senior Strategic Financial Planning & Analysis (FP&A) Manager to support complex federal health IT portfolio strategy, investment planning, financial analysis, and executive decision support. This role will serve as a senior client-facing portfolio lead responsible for coordinating across stakeholders, analyzing multiple sources of financial and operational data, identifying cross-portfolio insights, and helping leadership make informed decisions about modernization priorities, capability investments, and resource alignment.
The Senior Strategic FP&A Manager will be assigned one or more dedicated portfolio areas aligned to major health IT capabilities. This individual will lead current-state baseline assessments, capability gap analysis, roadmap development, investment prioritization support, and performance monitoring for their assigned portfolio area. The role will also heavily support benchmarking, product strategy, portfolio governance, and executive-level decision-making.
This position is ideal for a financially minded, analytically strong, intellectually curious professional who can operate across multiple focus areas. The successful candidate does not need to be a cost estimator, but must be comfortable working with financial, operational, acquisition, schedule, contract, and performance data to detect patterns, identify risks, connect related issues, and translate complex portfolio information into clear recommendations for demanding senior stakeholders.

Responsibilities

Serve as the primary strategic FP&A and portfolio coordination lead for one or more health IT capability areas.

Manage the outcomes required to deliver world-class portfolio management through leading and mentoring team members to deliver for our client.

Lead current-state baseline assessments by collecting, organizing, validating, and analyzing financial, operational, acquisition, technical, schedule, workforce, and performance data.

Develop portfolio-level insights by identifying trends, gaps, risks, dependencies, redundancies, cost drivers, resource constraints, and cross-capability impacts.

Lead capability gap assessments that compare current portfolio performance, investment alignment, operating models, and modernization needs against strategic objectives and industry-informed benchmarks.

Support roadmap development by translating analysis into sequenced investment priorities, strategic options, implementation considerations, dependencies, risks, and decision points.

Develop and maintain performance monitoring approaches that help leadership assess whether portfolio investments are delivering expected value, improving outcomes, and aligning to mission priorities.

Support benchmarking activities by comparing portfolio practices, operating models, resource alignment, performance measures, and modernization approaches against commercial, federal, and health IT best practices.

Support product and portfolio strategy by helping leaders evaluate capability needs, investment options, lifecycle considerations, resource requirements, and mission value.

Coordinate heavily with senior government stakeholders, program managers, product owners, financial managers, acquisition professionals, technical teams, and executive leadership.

Facilitate working sessions, data calls, stakeholder interviews, and portfolio reviews to gather inputs, validate findings, and drive alignment.

Develop and deliver executive-ready briefings, financial analyses, issue papers, dashboards, strategic roadmaps, decision packages, and portfolio review materials.

Translate complex data and stakeholder input into concise, actionable recommendations for senior leaders.

Analyze multiple data sources to identify patterns that may not be visible within a single program, product, contract, or capability area.

Support investment prioritization by helping leadership evaluate mission value, cost, affordability, risk, urgency, dependency, performance, and modernization impact.

Partner with dedicated cost estimators, data analysts, operations research analysts, and subject matter experts to integrate cost, performance, technical, acquisition, and portfolio inputs into a cohesive decision framework.

Maintain awareness of assigned capability areas without needing to serve as the technical subject matter expert for each product, system, or function.

Identify emerging issues early, elevate risks, propose mitigation options, and support leadership in making timely portfolio decisions.

Operate effectively in a fast-paced advisory environment with demanding clients, shifting priorities, compressed timelines, and high expectations for quality.

Maintain analytical rigor, documentation discipline, and traceability between data sources, assumptions, findings, and recommendations.

About the Company

Capstone Analytic is a fast-growing small business that is currently seeking a qualified Senior Strategic Financial Planning & Analysis Manager to join our team supporting our DoD Federal Client.

Required Qualifications

Bachelor’s degree in finance, accounting, economics, business, healthcare administration, data analytics, information systems, operations research, or a related field.

8+ years of relevant experience in financial planning and analysis, strategic finance, portfolio management, investment analysis, program analysis, budget analysis, management consulting, acquisition support, or executive decision support with at least 2+ years of demonstrated team/outcome management.

Strong financial and analytical background, including the ability to interpret budgets, forecasts, spend plans, cost information, investment data, performance metrics, and business cases.

Ability to analyze large amounts of financial, operational, acquisition, contract, schedule, and performance information to identify patterns, risks, gaps, and actionable insights.

Demonstrated ability to support senior stakeholders in complex, fast-paced, client-facing environments.

Strong executive communication skills, including the ability to brief senior leaders, pivot quickly to support changing requirements and priorities, facilitate discussions, explain analytical findings, and defend recommendations.

Strong written communication skills, including the ability to develop polished briefings, issue papers, executive summaries, decision packages, and roadmap materials.

Ability to structure ambiguous problems, clarify objectives, gather data, document assumptions, evaluate alternatives, and produce defensible recommendations.

Ability to coordinate across multiple stakeholder groups and synthesize competing inputs into coherent portfolio-level findings.

Ability to operate across multiple capability areas without needing to be a deep technical subject matter expert in each area.

High attention to detail, strong organizational skills, and commitment to accuracy, traceability, and analytical rigor.

Proficiency with Microsoft Excel and PowerPoint.

Ability to manage competing priorities, respond to changing client needs, and deliver high-quality work products under tight timelines.

Ability to obtain and maintain a federal security clearance

Preferred Qualifications

Master’s degree in finance, business administration, healthcare administration, economics, data analytics, systems engineering, operations research, or a related field.

Experience supporting the Department of Defense, Defense Health Agency, military health, VA, HHS, or other private sector or federal healthcare organizations.

Experience supporting health IT modernization, EHR modernization, revenue cycle modernization, digital health, cloud modernization, data and analytics, or other non-healthcare related enterprise IT portfolios.

Familiarity with federal acquisition, DoD acquisition processes, PPBE, POM, budget formulation, budget execution, investment governance, or major IT acquisition programs.

Experience supporting strategic portfolio management, capability planning, investment prioritization, product strategy, roadmap development, performance management, or executive governance.

Experience working with senior government or private sector executives, SES-level stakeholders, military leaders, program managers, product owners, contracting officers, financial managers, or technical leaders.

Experience supporting and/oor leading the FP&A efforts for a large integrated portfolio ($500M/yr+).

Experience developing executive-level briefing decks, strategic roadmaps, investment analyses, performance dashboards, decision papers, or portfolio review materials.

Experience analyzing data across multiple systems or sources to identify trends, risks, gaps, dependencies, and portfolio-level insights.

Familiarity with Power BI, Tableau, SQL, Power Query, SharePoint, ServiceNow, Microsoft Project, or similar analytical and reporting tools.

Active Secret clearance or higher.

The Capstone Analytic Team Member Will Display...

Attention to Detail: Produce high-quality deliverables and outputs that align with contract outcomes.

Self-Sufficiency: Execute tasks independently, seeking client assistance only after internal resources are exhausted, ensuring requests align with contract goals.

Teamwork: Collaborate effectively with team members, including Capstone resources, subcontractors, and government stakeholders.

Communication/Engagement: Maintain professional conduct in meetings and written communication, participating actively with cameras on.

Responsiveness: Stay engaged, communicate promptly, and ensure deadlines are consistently met.

15 days of Paid Time Off + 11 Paid Federal Holidays

401K Program (up to 5% employer matching)

Healthcare Options (with flexible employer-paid premiums)

Professional Training and Development

Corporate Team Building Events

And MORE

Salary is commensurate with both location and experience.

Equal Opportunity Employer

Capstone Analytic does not discriminate in employment opportunities, terms and conditions of employment, or practices. All qualified applicants will receive consideration for employment without regard to race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, protected veteran status, or any characteristic protected by law.