Capital Planner/Financial Analyst

Dynanet Corporation

2d•Hybrid

About The Position

The Capital Planner/Financial Analyst is responsible for supporting the customer Tech budget formulation and execution functions while providing comprehensive support throughout the federal budget approval process. This role manages the customer’s annual IT budget of $90M+, preparing ad-hoc reports, business cases, and trade-off analyses in response to OMB, HHS, and agency leadership inquiries. In support of the agency’s multi-year IT Strategic Roadmap, this position plays a key role in assessing the current portfolio of IT investments and evaluating Operations & Maintenance (O&M) and Development, Modernization, and Enhancement (DME) funding. The analyst identifies opportunities for efficiency gains, redundancy reduction, and improved data integrity, and supports the definition of an optimal future-state IT investment portfolio, including the structured ingestion of new IT investments aligned with mission and strategic priorities. The role requires the ability to analyze CPIC data across the investment lifecycle to ensure funding alignment, portfolio consistency, and continued compliance with OMB and HHS CPIC policies, particularly during periods of organizational change as the agency transitions toward a modern, lean governance model. The analyst is expected to have familiarity with OMB budget cycles and the ability to align CPIC Select processes with overarching budget formulation timelines, positioning the agency to successfully implement a streamlined, value-driven, and modified CPIC framework that supports informed decision-making and long-term strategic outcomes.

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
Education: Bachelor's degree in Finance, Accounting, Economics, Business Administration, Public Administration, or related field required
Experience: Minimum 7+ years of financial analysis and budget management experience in federal government environments
Federal Budget Experience: Minimum 4+ years of direct experience with federal budget formulation, execution, and CPIC processes
IT Budget Experience: Minimum 3+ years of experience managing IT budgets, technology investments, or related financial analysis
Large Budget Management: Experience managing budgets exceeding $25M with multiple funding sources and appropriations
Reporting Experience: Demonstrated experience preparing financial reports, briefings, and presentations for senior leadership
Compliance Experience: Knowledge of federal financial regulations, OMB guidance, and audit requirements.
Possess Strong written and verbal communication skills.
Highly organized with an ability to prioritize, balance, and effectively advance multiple competing priorities in a high-volume, fast-paced environment.
Ability to interact in a professional and collaborative manner with fellow Dynanet Teammates and the clients, and business partners that we work with.
Ability and desire to challenge and educate yourself to support and advance IT services delivery in the Federal agencies we serve.
Excellent judgment and creative problem-solving skills.
Respond to team member and client requests via email, MS teams, or other communication means during core business hours.
Active listening skills to understand clients' needs, and collaboration skills to work with other developers and designers.

Nice To Haves

Federal Experience: Previous experience with the customer, HHS, or similar federal agencies managing large IT budgets
CPIC Expertise: Advanced knowledge of Capital Planning and Investment Control processes and IT portfolio management
Budget Systems: Experience with federal budget systems, financial management systems, and reporting tools
Acquisition Support: Knowledge of federal acquisition processes and budget support for procurement activities
Advanced Analytics: Experience with advanced financial modeling, forecasting, and predictive analytics
PowerBI/Tableau: Proficiency in business intelligence tools for financial reporting and dashboard development
Change Management: Experience supporting budget processes during organizational transformations and restructuring
Advanced Degree: Master's degree in Finance, Accounting, Public Administration, or related field

Responsibilities

Assess the current IT investment portfolio to inform strategic planning, sequencing of initiatives, and alignment with the agency’s multi-year IT Strategic Roadmap
Develop and deliver annual budget formulation documents based on collaboration with the Tech customer 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
Prepare budget formulation materials typically starting between February and April annually
Develop GT&C (General Terms & Conditions) and 7600 A&Bs with historical volume of 8-6 in FY24, 3-2 in FY25, peaking in Q3-4
Perform comprehensive budget execution tracking and monitoring for $90M+ annual IT budget across O&M and DME funding
Maintain up-to-date budget execution tracking with 100% monthly reporting compliance to ensure financial transparency and consistency during periods of portfolio change
Support execution oversight associated with onboarding new IT investments and consolidating or retiring legacy systems
Manage budget change management and SPCRs (including p-card transactions) with approximately 120 requests in FY24, 50 in FY25
Process requisition and order submissions (120 in FY24, 47 in FY25) with peak activity in Q3-4
Track and manage SSF (Shared Services Fund) invoice tracking and payments on monthly basis with peak periods February-September
Maintain daily budget tracking through spend plan management and program office tap tracker spreadsheets
Prepare responses to budget information requests from the customer Tech leadership, agency leadership, and OMB
Respond to 100% of budget inquiries within required timeframes, including ad-hoc requests and trade-off analyses
Conduct analysis of O&M and DME CPIC data to identify redundancies, funding misalignments, and opportunities for efficiency gains
Ensure 98% accuracy rate in budget data and reports submitted to the customer Tech leadership, agency leadership, and OMB
Conduct spend plan reconciliation (30 times in FY24, twice monthly in FY25) with frequent activity April-June
Perform UDO (Unliquidated Obligations) tracking and reporting (4 times in FY24, 3 in FY25) on quarterly basis
Develop and maintain budget briefing materials for monthly CIO budget briefs and COR, working funds, and OLAB meetings (54 in FY24, 40 in FY25)
Identify opportunities within IT investment portfolios to reduce duplication and redirect funding toward enterprise and strategic services
Deliver strategic, cost-saving, evidence-based recommendations that directly influence budget allocation adjustments
Provide proactive insights to federal staff to ensure ability to act before risks become issues
Seek opportunities in budget/investment portfolios to achieve cost savings and benefits capitalization
Analyze financial performance trends and provide recommendations for budget optimization
Support data call responses including BDRs (Budget Data Requests), cyber spend reporting, and CPIC submissions (~25 in FY24, 25+ in FY25)
Assess the current IT investment portfolio to support the development of a revised, future-state investment portfolio as the agency prepares to onboard additional IT investments
Analyze O&M and DME CPIC data across the investment lifecycle to identify duplicative, overlapping, or low-value investments
Support the consolidation, realignment, or retirement of investments to reduce redundancy and improve portfolio efficiency
Ensure the revised investment portfolio is lean, mission-aligned, and compliant with OMB and HHS CPIC policies and reporting requirements
Align CPIC Select, Control, and Evaluate activities with the agency’s evolving governance model and strategic priorities
Maintain data integrity and consistency across CPIC submissions, IT Dashboard reporting, and budget artifacts during periods of portfolio change
Coordinate with the customer Tech leadership, agency budget staff, and OMB on budget-related matters
Provide financial briefings and presentations to senior leadership and oversight bodies
Support acquisition lifecycle activities by providing budget and financial analysis for technology procurements
Collaborate with program offices on budget planning and execution activities
Maintain program office tap tracker spreadsheets and individual program office workbooks
Ensure all budget activities comply with federal financial management regulations and OMB guidance
Maintain comprehensive documentation of budget decisions, changes, and approvals
Support audit activities and provide documentation for financial reviews
Track mobile device expenses and maintain associated financial records
Ensure proper financial controls and accountability for IT investments