Financial Planning & Analysis Specialist

Financial Planning & Analysis Specialist

Responsibilities:

Budgeting and Forecasting

• Lead the development of the enterprise Annual Operating Plan from the bottom-up.

• Partner with Portfolio Leads, Program Managers and Business Development Leads to develop contract forecasts/budgets including actual and planned staff labor hours, milestone payments, non-labor amounts, subcontractor labor, materials and other direct costs for all contract types (cost-plus, Time & Materials (T&M) and Firm Fixed Price (FFP).

• Partner with Mission Support Leads to develop forecasts/budgets for all operational departments including actual and planned staff, systems/subscriptions, benefits, strategic investments, travel, and all other costs associated with operating a business.

• Lead monthly financial reviews with Portfolio Leads, Program Managers, and Mission Support Leads.

• Monitor indirect rate performance throughout the year and identify early indicators of risk variance and model potential impacts.

• Own forecast and budget assumptions, documentation, version control, and data integrity across portfolios

• Validate forecast and budget inputs for accuracy, completeness, and reasonableness

• Provide data-driven insights to inform resourcing, investment, and operational decisions

Financial Reporting and Analysis

• Responsible for packaging financial reports, including waterfalls, P&Ls, contract summaries, etc. For senior leadership, board meetings, and on an as-needed basis.

• Prepare monthly financial reporting packages for senior leadership.

• Perform variance analysis against budget and forecast and clearly explain drivers and trends.

• Monitor and assess key performance indicators such as gross profit margin, utilization rates, burn rates, etc.

• Develop what-if scenarios related to staffing changes, contract wins or losses, utilization shifts, and indirect cost changes.

• Ensure financial analysis aligns with contract terms and internal cost accounting practices.

• Support ad hoc financial analyses and reporting requests related to budgeting, forecasting, and operational planning.

Dashboarding, Systems, and Process Improvement

• Maintain and enhance financial dashboards to improve visibility into company and program performance.

• Identify inefficiencies in budgeting, forecasting, and reporting workflows and recommend improvements.

• Develop and maintain standard forecasting templates, assumptions, and reporting formats.

Pricing Analysis Support

• Develop pricing proposals and narratives for new business, change proposals, and task orders across various contract types (Fixed Price, Cost Type, T&M, IDIQ)

• Conduct financial analyses such as profitability models, risk assessments, and scenario planning to inform pricing strategy

• Collaborate with cross-functional teams (Operations, Business Development, Capture, Contracts, Finance) to gather inputs and ensure accurate cost estimates

• Present pricing models and analysis summaries to internal stakeholders and management

• Contribute to maintaining and improving cost estimation tools and procedures to ensure alignment with government and commercial standards

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field.

• Five or more years of experience in FP&A, program control, operational finance, and/or investment banking.

• Three or more years working in a financial analysis role with a government contracting company including FP&A support on CPFF, T&M, and FFP contracts.

• Strong analytical skills with the ability to interpret complex financial data to financial and non-financial senior-level stakeholders.

• Demonstrated experience using PowerBi to build and manage financial dashboards.

• Advanced working knowledge with Microsoft Excel and Cost Accounting Systems (JAMIS, Unanet, Costpoint).

• Demonstrated hands-on experience using Excel and cost accounting systems to build and maintain complex financial models and scenarios.

• Flexible and responsive; willing and able to roll up sleeves and dig in to solve complex problems.

Preferred Qualifications

• Experience reporting and analysis on multiple companies and/or supporting FP&A through company integrations.

• Experience and/or exposure to pricing analysis at a government contracting company.

• Experience preparing executive-level reports and delivering executive-level presentations.