Financial Advisor providing financial consulting services for members via video or phone meetings. Promoting growth of NFIS products and managing less complex investment needs in Richmond, VA.
About the role
- IT Strategic/Financial Analyst responsible for budget formulation and execution for federal IT investments. Collaborating with leadership for strategic financial planning and investment optimization.
Responsibilities
- Develop and deliver annual budget formulation documents based on collaboration with the customer Tech leadership and agency budget staff
- Achieve 100% on-time submission of annual and multi-year IT budget plans aligned with the customer Tech and agency priorities
- Support meaningful Capital Planning and Investment Control (CPIC) process through data-driven insights and strategic recommendations
- Coordinate with agency and other federal staff on budget formulation and execution activities
- Perform comprehensive budget execution tracking and monitoring for $90M+ annual IT budget
- Maintain up-to-date budget execution tracking with 100% monthly reporting compliance to ensure financial transparency and alignment
- Prepare responses to budget information requests from the customer Tech leadership, agency leadership, and OMB
- Prepare and maintain budget briefing materials for monthly CIO budget briefs and COR, working funds, and OLAB meetings
Requirements
- Federal Budget Management: Minimum 5+ years of experience in federal budget formulation, execution, and financial management
- IT Investment Analysis: Understanding of IT budget planning, CPIC processes, and technology investment evaluation
- Financial Analysis: Advanced skills in financial analysis, budget modeling, and cost-benefit analysis for large-scale IT investments
- OMB Processes: Knowledge of OMB budget processes, data calls, and federal financial reporting requirements
- Data Analysis: Proficiency in analyzing financial data, creating reports, and developing executive-level briefing materials
- Federal Regulations: Understanding of federal financial management regulations, appropriations law, and budget execution requirements
- Stakeholder Management: Experience coordinating with senior leadership, agency staff, and external oversight bodies
- Excel/Analytics: Advanced proficiency in Microsoft Excel, financial modeling, and data analysis tools
- Communication Skills: Excellent written and verbal communication skills for preparing reports and briefing senior officials
- Attention to Detail: High level of accuracy in financial analysis and reporting with ability to meet strict deadlines
- Project Coordination: Experience coordinating budget activities across multiple organizational units and stakeholders.
Benefits
- Medical and Dental Insurance
- Paid Time Off/Holidays
- 401(k) Retirement Plans with Matching
- Remote Work*
- Paid Training
- Employee Referral Program
- Employee Development Program
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