DoW Budget PPBE SME - Budget Formulation Support

Montcure, LLC • Washington, DC

3h • $140,000 - $170,000 • Hybrid

About The Position

The Department of War (DoW) Budget PPBE Subject Matter Expert (SME) provides senior-level expertise to financial management leadership across all phases of the Planning, Programming, Budgeting, and Execution (PPBE) process. This role serves as a trusted advisor on budget formulation, justification, and execution for assigned appropriations and Program Elements (PEs), with a strong emphasis on leveraging the OneStream platform to modernize budget data management, automate reporting, and improve the speed and accuracy of financial decision-making.

Requirements

• Active SECRET security clearance.
• Bachelor's degree in Finance, Accounting, Business, or related field (Master's preferred).
• Minimum 8 years of DoD financial management experience, with significant PPBE experience at the Secretariat, SYSCOM, or HQ level.
• Expert-level knowledge of the PPBE process, including POM and PB development, budget justification, and budget execution.
• Demonstrated hands-on experience with OneStream for budgeting, planning, forecasting, or financial reporting.
• Strong working knowledge of DOW appropriations, fiscal law, and the DoD FMR.
• Advanced Microsoft Excel skills; ability to develop and maintain complex financial models and spreadsheets.
• Ability to prepare clear, concise financial briefings and presentations for senior leadership.

Nice To Haves

• 12+ years of DoD financial management and budget experience.
• Experience implementing, configuring, or administering OneStream in a federal or DoD environment; OneStream certification a plus.
• Detailed understanding of budget formulation and execution across multiple appropriations, including Operations & Maintenance, Procurement, Research, Development, Test & Evaluation, and Military Personnel.
• Experience with government financial management systems, including ERP, PBIS, Advana, and SNaP-IT.
• Strong proficiency in Microsoft PowerPoint and Word; familiarity with Power BI or other data visualization tools.
• Certified Defense Financial Manager (CDFM) certification or DoD Financial Management Certification (Level 2 or higher).

Responsibilities

• Serve as the subject matter expert on the PPBE process, advising government leadership on DoW planning, programming, budgeting, and execution policy and procedures.
• Lead development of Program Objective Memorandum (POM) and President's Budget (PB) submissions, including budget exhibits, justification materials, and supporting analyses.
• Analyze program and budget issues, prepare issue papers, and develop courses of action to support resource allocation decisions.
• Support reprogramming actions, Congressional marks and appeals, and responses to fiscal or programmatic changes.
• Interpret and apply fiscal law, appropriations rules, and DoD Financial Management Regulation (DoD FMR) guidance.
• Mentor junior analysts and promote consistent, repeatable PPBE practices across the team.
• Serve as the functional lead for OneStream-based budget formulation, planning, and reporting activities.
• Build, maintain, and enhance OneStream cube views, dashboards, workflows, and reports to support PPBE cycle requirements.
• Support data integration and validation between OneStream and authoritative DOW financial systems.
• Translate PPBE business requirements into OneStream functional requirements and partner with technical teams on configuration, testing, and deployment.
• Develop user guides and training materials and provide end-user support to promote adoption of OneStream across stakeholder organizations.
• Track and analyze funds execution for assigned PEs, including allocations, commitments, obligations, and expenditures.
• Monitor progress toward Navy execution benchmarks, identify execution risks, and recommend corrective actions.
• Provide financial status assessments and execution forecasts to inform leadership decision-making.
• Support mid-year reviews, quarterly execution reviews, and formal program financial reviews.
• Develop recurring and ad hoc reports, data visualizations, and briefing materials for senior leadership using OneStream, Advana, and related tools.
• Brief senior leaders on budget status, PPBE milestones, and emerging issues.
• Coordinate with government stakeholders across the DOW agency leads, and resource sponsors to resolve programmatic and financial issues impacting budget performance.

Benefits

• Montcure, LLC is a Service-Disabled Veteran-Owned Small Business (SDVOSB) founded with a vision to revolutionize consulting and advisory services through innovative, data-driven solutions.
• Montcure, LLC is an Equal Opportunity Employer. Montcure, LLC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal