Financial Planning Specialist

6 days ago


Alexandria, Virginia, United States Command Holdings Full time
Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team at Command Holdings. As a key member of our financial team, you will be responsible for providing financial analysis and planning support to our clients.

Key Responsibilities
  • Assist in the development of financial plans and budgets for our clients, including managing internal budget reviews and analyzing financial trends.
  • Prepare financial analysis and evaluations of program effectiveness, including analyzing financial and budgetary data.
  • Review and analyze financial statements and required funding documents for approved projects.
  • Monitor and support program execution, including submission of required documentation for funding releases and tracking obligation and disbursement rates.
  • Assist in the preparation of documentation to support the DoD PPBE process, including Research and Development Descriptive Summaries and Program and Budget Issue Papers.
  • Participate in mid-year reviews and other PPBE meetings as required.
  • Identify and design financial processes and procedures to improve mission and cost effectiveness.
  • Process financial and budgetary actions in the Defense Agencies Initiative (DAI) system and other associated databases.
  • Assist in preparing audit readiness documentation.
  • Execute and follow-up on all budgetary data calls.
Requirements
  • Bachelor's Degree.
  • Current, active Secret security clearance.
  • Four (4) years of experience in financial analysis within the Department of Defense.
  • Direct experience working within the Defense Agencies Initiative (DAI).
  • Demonstrated experience in all phases of the DOD PPBE processes.
  • Working knowledge of POM and Budget Estimate submissions within the DoD.
  • Proficient in all Microsoft Office applications.
  • Strong written and oral communication skills.
  • Professional proficiency in English.
Preferred Qualifications
  • Direct experience working within the OUSD R&E.
  • Experience and skills in DoD acquisition and PPBE process at the DoD and/or Service component Headquarters level.
  • Knowledge of funding execution processes, DoD organization and structure, particularly R&D structure of OSD, Services and Combatant Commands.
Benefits
  • Health, Dental, and Vision Insurance
  • Flexible Spending Accounts
  • Life and Disability Insurance
  • 401(k)
  • Paid Time Off
  • Paid Holidays
  • Employee Assistance Program
  • Pet Insurance


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