Senior Financial Consultant

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 – 1 day 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.