Financial Analyst

The Financial Analyst provides financial and program management support to the SWRMC Finance team, Program Managers, Team Leads, and other internal and external stakeholders. The position supports funding actions, financial planning, reporting, forecasting, documentation, training, and process improvement to promote accurate and timely program execution across the command. The Financial Analyst also assists with identifying reporting gaps, improving financial workflows, developing financial guides and training resources, and translating financial data into clear, actionable information for program leadership and stakeholders.

Responsibilities:

• Update financial dashboards, trackers, and recurring reports on a weekly basis, ensuring information is accurate, current, and supported by authoritative source data
• Provide financial and program management support to the SWRMC Finance team, Program Managers, Team Leads, and internal and external stakeholders
• Coordinate funds acceptance activities for reimbursable and direct-cite funding, including establishing project structures and Network Activities (NWAs) in N-ERP for newly received funds
• Populate, validate, and route Funding Document Acceptance (FDA) packages for the appropriate SWRMC review and signature.
• Develop and maintain project cost estimates, funding request schedules, expenditure forecasts, and spend plans in coordination with Program Managers and Team Leads
• Communicate planned funding requirements, anticipated execution timelines, and funding risks to sponsors and other stakeholders
• Ensure all funding received has an associated spend plan using the current approved template
• Work with Program Managers and Team Leads to capture recurring forecast updates, anticipated requirements, execution changes, and funding risks
• Aggregate spend-plan information and support its ingestion into Power BI data models for cross-project reporting of labor allocation, funding status, and planned-versus-actual expenditures
• Analyze financial information to identify discrepancies, funding shortfalls, reporting gaps, data-quality concerns, and emerging execution trends
• Develop executive-ready financial summaries, briefings, and recommendations to support program reviews and leadership decision-making
• Support SWRMC command-level data calls involving obligation authority, projected monthly expenditures, carryover projections, funding status,  and other financial reporting requirements
• Support service procurement request actions by providing NWA information, funding-document details, cost estimates, and supporting documentation required for contract awards or modifications
• Assist with developing, reviewing, and updating financial standard operating procedures, desk guides, process maps, templates, checklists, and job aids
• Assist with developing and delivering financial training, onboarding materials, presentations, and reference resources for Program Managers, Team Leads, and other stakeholders
• Evaluate existing financial reports, dashboards, and business processes to identify reporting gaps, inconsistent practices, and opportunities for improvement
• Support the development and documentation of requirements for financial dashboards, reporting tools, automated workflows, and process improvements
• Coordinate with financial, program, contracting, data, and other internal or external stakeholders to resolve discrepancies between source systems, funding documents, spend plans, dashboards, and program records
• Support program meetings and financial reviews by preparing materials, capturing decisions and action items, and tracking assigned follow-up actions through completion
• Maintain organized financial records, supporting documentation, version control, and audit-ready files within approved SWRMC repositories
• Perform quality reviews of financial reports, guides, training materials, briefings, and other program products before distribution
• Required Qualifications:
  Bachelor’s degree in finance, accounting, business administration, project management, data analytics, or a related field, or an equivalent combination of education and relevant experience.
• Experience supporting financial management, budget execution, funds acceptance, forecasting, or program management activities.
• Ability to develop, maintain, and analyze project cost estimates, spend plans, funding trackers, and expenditure forecasts.
• Strong analytical skills with the ability to identify financial discrepancies, reporting gaps, execution risks, and data-quality concerns.
• Experience creating or maintaining financial dashboards, reports, trackers, or data visualizations.
• Experience developing or updating financial guidance, SOPs, desk guides, process documentation, templates, training materials, or similar resources.
• Ability to evaluate existing processes and recommend practical improvements to financial reporting, documentation, and workflow execution.
• Ability to translate complex financial and program information into clear briefings, written guidance, training materials, and actionable recommendations.
• Proficiency with Microsoft Excel, PowerPoint, Word, Teams, and SharePoint.
• Strong written, verbal, presentation, and stakeholder-coordination skills.
• Ability to manage multiple concurrent funding actions, reporting requirements, documentation assignments, and deadlines.
• Strong attention to detail and the ability to maintain accurate, traceable, and audit-ready financial records.
• Ability to work independently, prioritize competing requirements, communicate emerging concerns, and follow assigned actions through completion.

Preferred Qualifications:

• Active DoD Secret security clearance
• Experience supporting DoD financial management or working within SWRMC, NAVSEA, a Regional Maintenance Center, or a comparable Navy organization
• Familiarity with N-ERP or another Government financial or enterprise resource planning system
• Familiarity with NWA creation, FDA routing, project structures, and reimbursable or direct-cite funding processes
• Experience using Power BI, Power Query, or other advanced reporting and analytics platforms
• Experience identifying reporting gaps and supporting financial dashboard, workflow, or process-improvement initiatives
• Experience developing and delivering financial or program management training to technical and nontechnical audiences
• Experience preparing executive-level financial briefings, program-review materials, and decision-support products
• Experience supporting command-level data calls, obligation and expenditure reporting, financial forecasting, or carryover analysis
• Understanding of project lifecycle financial requirements, including labor allocation and planned-versus-actual expenditure tracking
• Experience supporting procurement requests, contract modifications, funding documentation packages, or related acquisition activities
• Familiarity with Microsoft Power Platform tools, including Power BI, Power Apps, or Power Automate

Location: San Diego, CA (on-base)

Schedule: 5 days onsite 

Salary: $70k+ to align with experience and education