Finance & Budget Execution Lead - Public Sector, Intel

Job Summary:

BDO is seeking a manager level professional to manage financial planning and budget execution processes for Intelligence Community (IC) Agencies. This role involves developing an annual Spend Plan, providing funding via customer systems on a monthly or quarterly basis, and analyzing actual expenses against forecasts. The individual in this position will be responsible for identifying overruns and underruns, reporting findings to management, and preparing Estimate at Completion (EAC) forecasts. They will also be responsible for answering urgent taskers requesting group specific information.

Job Duties:

• Develops and manages the annual Spend Plan
• Provides funding for expected expenses, including labor and procurements
• Conducts monthly expense analysis, comparing actuals to projections
• Reports financial discrepancies and provide EAC forecasts to management
• Utilizes advanced Excel skills, including pivots and VLOOKUP functions
• Transforms raw financial data into clear, digestible reports for analysis and presentation
• Creates excel analysis files from scratch, rather than modifying or updating pre-existing templates
• Interprets management requests and autonomously develop relevant financial reports
• Delivers a full range of services that uses their educational background, experience, and organizational skills while serving BDO's dynamic public sector client base
• Assists with firm practice, solution, and business development initiatives
• Supports or leads task areas while coordinating closely with engagement team management and client leadership on strategy, planning, execution, status, and review processes
• Supports clients with key financial and budgetary, information technology, and operational transformation initiatives
• Adapts to a changing client environment while meeting client expectations
• Manages priorities and works effectively to initiate correspondence and task completion. Supports multiple efforts through flexible multi-task coordination
• Provides summary recommendations to team leadership regarding assigned work stream
• Applies fundamental industry knowledge and standards to support client reviews, improvements, and/or implementations
• Communicates and maintains relationships with key client personnel to ensure shared understanding of business processes, operations, and functions
• Prepares presentations, briefings, and actively participates in client meetings and day-to-day interactions
• Communicates with team management through effective status reporting and demonstrate ownership and accountability for assigned task areas and work products
• Establishes professional rapport with clients and other organizations
• Evaluates work products for technical accuracy, deliverable quality, and overall value to the client
• Attends relevant training, business seminars, and/or conferences to stay current with technical skills that align with client's needs and changes in the industry
• Supports recruiting efforts by identifying potential candidates and participating in interviews
• Supports business development meetings and/or proposal development process with guidance from Public Sector Practice leadership
• Researches industry and market trends and develops relevant presentations and materials in support of potential firm initiatives
• Cultivates growth of existing and new business
• Other duties as required

Supervisory Responsibilities:

• May supervise the day-to-day workload of Public Sector direct reports related to client projects, business development, and other activities, including maintaining team productivity and review of work products
• Evaluates the performance of any Public Sector direct reports and assist in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes the annual performance evaluation for Public Sector staff as appropriate
• Serves as a mentor / career advisor to Public Sector staff as appropriate

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's Degree, required; focus in Accounting, Business Administration, or Finance, preferred
• Master's Degree in Accounting, Business Administration, or Finance, preferred

Experience:

• Five (5) or more years of accounting, finance, business, or management experience, required
• Ten (10) or more years of accounting, finance, business, or management experience, preferred
• Experience in financial planning, budgeting, or accounting roles, required
• Experience with business process improvement methodologies, preferred
• Experience with working capital or general fund, preferred
• Familiarity with some or all of the following: Financial Improvement and Audit Readiness (FIAR) Guidance, the United States Standard General Ledger (USSGL), FASAB, CFO Act, FMFIA, FFMIA, ICOFR, GAGAS (Yellow Book), GAO Green Book, OMB Circulars, COSO Framework, preferred
• Public speaking and/or training experience, preferred

License(s)/Certification(s):

• Active TS/SCI with Polygraph security clearance, required
• Relevant industry certification such as CPA, PMP, CGFM, CDFM, CISA, or Lean Six Sigma, preferred

Software:

• Proficiency in the use of Microsoft Office Suites, required
• Advanced proficiency in the use of Excel (pivot tables, VLOOKUP, raw data manipulation), required

Other Knowledge, Skills, & Abilities:

• Ability to work on client site in secured area
• Ability to interact effectively with people at all organizational levels within the client organization and in the firm
• Excellent verbal and written communication skills
• Ability to work independently and collaborate within a team environment and with a customer service focus
• Ability to follow instructions as directed
• Superior organizational skills required with ability to multi-task in a fast-paced, deadline-driven environment
• Detail oriented with in-depth knowledge and application of English grammar and ability to proofread all written materials including proposals, pitches, presentations, etc.