Federal Budget SME

Andrew Morgan LLC (AM) is a fast-growing Service-Disabled Veteran-Owned Small Business (SDVOSB). We are currently looking for a Senior Federal Planning, Programming, Budgeting, and Execution (PPBE) & Budget Transformation SME to be the senior functional voice on our OneStream implementations for federal government clients. You’ll work where federal budget policy, resource management and financial systems modernization meet, and help clients move from legacy processes to a modern, OneStream-enabled way of working.

You’ll partner with federal financial and program leaders, OneStream solution architects, developers and implementation teams to turn the realities of PPBE and federal budgeting (planning, programming, formulation, justification, execution, spend planning, resource allocation, analysis and reporting) into requirements and solution designs that work in practice.

RESPONSIBILITIES:

Lead the functional vision

• Advise as the senior SME. Serve as the senior functional and client-facing advisor for federal PPBE, budget formulation, execution and planning, resource management and decision support on OneStream and EPM modernization engagements.
• Guide the full lifecycle. Advise clients and teams on end-to-end PPBE and federal budgeting, including strategic planning, programming, POM development, formulation, justification and submission, execution, spend planning, execution reviews, reprogramming, forecasting and management reporting.
• Own budget policy alignment. Ensure solution designs align with federal and Defense budget policy, including OMB Circular A-11, agency-specific requirements, PPBE guidance and applicable financial management regulations and controls.

Turn policy into solution design

• Translate controls into requirements. Convert federal budget processes and controls (appropriation and fund structures, funding availability, budget versions and scenarios, approval authorities, spend plans, commitments, obligations, expenditures, execution targets, reprogramming and continuing-resolution considerations) into OneStream functional requirements.
• Design the solution. Shape functional designs covering OneStream workflows, dimensions and hierarchies, scenarios, forms, business rules, dashboards, reporting, security, auditability and approvals.
• Partner through delivery. Work with architects and developers through design, configuration, testing and deployment so the solution reflects the client’s PPBE lifecycle, organization, appropriations, programs, funding controls and decision processes.

Engage stakeholders and reimagine processes

• Facilitate discovery. Lead requirements and process-design sessions with budget analysts, program managers, comptrollers, resource managers and executives to capture current-state processes, pain points, business rules, data needs and future-state capabilities.
• Map the way forward. Develop current- and future-state process maps, functional requirements, user stories and use cases, business rules, requirements traceability and acceptance criteria.
• Simplify, don’t replicate. Identify opportunities to redesign legacy budget processes instead of reproducing existing spreadsheets or legacy-system functionality.

Deliver insight, quality and trusted data

• Enable better decisions. Define requirements for executive decision support, including budget-to-actual variance, execution trends, forecasting, what-if and scenario analysis, resource allocation, spend-plan monitoring and drill-down reporting.
• Validate before go-live. Review functional designs, test scripts, SIT results, UAT scenarios, workflows, reports and audit trails to confirm the solution meets budget, operational, compliance and user needs.
• Connect the data. Work with data and integration teams to define how budget, accounting, execution, program, workforce and operational data flows between OneStream and ERP, accounting, acquisition, HR and other authoritative systems, including reconciling actuals to budget and plan.
• Ensure accuracy. Support data validation and reconciliation so formulation, execution and reporting information is complete, accurate, traceable and decision-ready.

Communicate and grow the practice

• Tell the story. Create client deliverables, requirements documentation, briefings, training materials, SOPs and executive presentations that explain OneStream in terms federal budget and resource-management leaders value.
• Help win new work. Support proposal and capture efforts by showing how OneStream addresses federal PPBE, budget modernization, resource management, reporting, analytics, internal control and decision-support needs.

REQUIREMENTS:

• 7+ years of federal financial management experience, with significant hands-on work in budget formulation, budget execution, PPBE, ideally working directly for the Federal Government or Consulting Organization.
• Experience supporting multiple phases of the federal budget lifecycle.
• Substantive knowledge of federal PPBE, Defense resource management and/or civilian agency budget processes, including OMB Circular A-11 and GPRA/GPRA Modernization Act requirements, and an understanding of how strategic planning, programming, performance management, formulation, execution and reporting fit together.
• Experience generating federal budget artifacts.
• A track record of translating complex federal budget policies, processes, controls, organizational structures and reporting requirements into functional requirements for financial or enterprise systems.
• Experience on financial management, budget-system, ERP, EPM/CPM or other enterprise technology modernization initiatives.
• Strong written and verbal communication skills, from requirements documentation and process maps to executive-level briefings and decision-support materials.
• Bachelor’s degree in Finance, Public Administration, Accounting or a related field, or equivalent experience.
• Ability to obtain and maintain a security clearance.

PREFERRED QUALIFICATIONS:

• Experience with OneStream or comparable EPM/CPM platforms such as Oracle EPM/Hyperion, Anaplan or SAP planning solutions.
• Defense PPBE experience in areas such as planning and programming, POM development, Budget Estimate Submission (BES), President’s Budget submission and support, budget execution, spend plans, execution reviews or reprogramming.
• Hands-on work with appropriated funds and a clear grasp of how budget authority, commitments, obligations, expenditures, outlays and available funding relate.
• Experience with federal ERP/accounting systems and how accounting actuals connect to budget execution and planning/formulation data.
• CGFM and/or CDFM certification.

SALARY:

Base Salary: $120,000- $200,000

Salary is commensurate with both location and experience.

THE AM EMPLOYEE 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 AMC 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.

ABOUT ANDREW MORGAN…

Andrew Morgan LLC, founded in 2017 and headquartered in Alexandria, VA, is a Service-Disabled Veteran Owned Small Business (SDVOSB). We specialize in delivering high-quality consulting services to both federal and commercial clients, offering expertise in Strategy and Management Consulting, Technology & Architecture Services, and Industry & Mission Analytics Solutions. Our distinguished clientele includes the Department of Veterans Affairs (VA), National Aeronautics and Space Administration (NASA), the Department of Defense (DoD), and the United Stated Army Corps of Engineers (USACE). We are committed to providing innovative solutions and exceptional service to support our clients' missions and objectives.

BENEFITS:

• 15 days of Paid Time Off + 11 Paid Federal Holidays
• 401K Program (up to 4% employer matching)
• Three Gold Healthcare Options (with 75%-90% employer-paid premiums)
• Flexible Spending Account / Dependent Care Assistance Program
• Employer-Paid Short Term Disability Insurance
• Employer-Paid Long Term Disability Insurance
• Employer-Paid Life Insurance
• Professional Training and Development
• Corporate Team Building Events
• And MORE!

EQUAL OPPORTUNITY EMPLOYER:

Andrew Morgan 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. ​