Position Title: Senior Financial Analyst
Position Type: Full-time, On-Site
Location: Alexandria, VA
Clearance: Active Secret Clearance (Top Secret Preferred)
Description:
Waypoint's client is seeking a Senior Budget Analyst to support the Office of the Under Secretary of Defense for Research and Engineering (OUSD(R&E)) by providing financial management, budget formulation, and program execution support throughout the Department of Defense Planning, Programming, Budgeting, and Execution (PPBE) process.
The selected candidate will support all phases of PPBE, including budget development, program execution, funding management, financial analysis, audit readiness, and senior-level reporting. This position requires extensive knowledge of DoD financial systems, budget justification processes, and acquisition funding execution within a complex headquarters environment.
Responsibilities:
โขSupport all phases of the DoD Planning, Programming, Budgeting, and Execution (PPBE) process.
โขAssist in the development of Program Objective Memorandums (POMs) and Budget Estimate Submissions (BES).
โขManage internal budget reviews, change proposals, and budget submissions utilizing Excel and applicable financial systems.
โขDevelop and review detailed budget justification materials, including R-Forms, P-Forms, and related PPBE documentation.
โขPrepare financial analyses and evaluate program effectiveness, budget performance, and execution trends.
โขDevelop reports, briefings, and presentations for senior DoD leadership.
โขReview Statements of Work (SOWs) and funding documentation supporting approved R&D programs.
โขMonitor program execution activities, including funding releases, obligation rates, disbursement rates, and expenditure tracking.
โขPrepare and support documentation associated with Research and Development Descriptive Summaries (R1-R4), Program Budget Review submissions, Budget Issue Papers, Program Decision Memorandums, and related PPBE activities.
โขParticipate in Mid-Year Reviews and other PPBE-related meetings and reviews.
โขSupport process improvement initiatives focused on enhancing financial operations, efficiency, transparency, and mission effectiveness.
โขProcess financial and budgetary transactions within Defense Agencies Initiative (DAI) and related financial management systems.
โขSupport audit readiness efforts and preparation of associated documentation.
โขExecute and respond to financial and budgetary data calls from DoD leadership and stakeholders.
Required:
โขU.S. Citizenship
โขActive Secret clearance (Top Secret preferred)
โขBachelor's degree in Accounting, Finance, Business Management, or related field
โขMinimum 10 years of experience supporting DoD financial management, budgeting, or PPBE activities
โขExtensive knowledge of the DoD Planning, Programming, Budgeting, and Execution (PPBE) process
โขExperience supporting budget formulation, justification, execution, and financial reporting activities
โขExperience developing and reviewing budget exhibits, justification materials, and supporting documentation
โขExperience monitoring funding execution, obligations, disbursements, and expenditure tracking
โขProficiency with Microsoft Excel, PowerPoint, Word, and Access
โขStrong analytical, written, and verbal communication skills
โขExperience preparing executive-level briefings, reports, and financial recommendations
Desired:
โขExperience supporting OUSD(R&E), OSD, Military Service Headquarters, or other DoD headquarters organizations
โขExperience supporting DoD acquisition programs and Research & Development (R&D) portfolios
โขKnowledge of Defense Agencies Initiative (DAI) financial management systems
โขExperience preparing R1-R4 exhibits, Budget Issue Papers, Program Decision Memorandums, and related PPBE documentation
โขExperience supporting audit readiness initiatives and financial compliance activities
โขKnowledge of DoD funding execution processes and appropriations management
โขMaster's degree in Finance, Accounting, Business Administration, or related field
โขExperience supporting senior executive leadership within the Department of Defense
โขActive Top Secret clearance preferred