Finance & Budget Execution Lead - Public Sector, Intel

BDO USA•McLean, VA

1d•Onsite

About The Position

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.

Requirements

Bachelor’s Degree, required; focus in Accounting, Business Administration, or Finance, preferred
Master’s Degree in Accounting, Business Administration, or Finance, preferred
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
Active TS/SCI with Polygraph security clearance, required
Relevant industry certification such as CPA, PMP, CGFM, CDFM, CISA, or Lean Six Sigma, preferred
Proficiency in the use of Microsoft Office Suites, required
Advanced proficiency in the use of Excel (pivot tables, VLOOKUP, raw data manipulation), required
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.

Nice To Haves

Focus in Accounting, Business Administration, or Finance
Ten (10) or more years of accounting, finance, business, or management experience
Experience with business process improvement methodologies
Experience with working capital or general fund
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
Public speaking and/or training experience
Relevant industry certification such as CPA, PMP, CGFM, CDFM, CISA, or Lean Six Sigma

Responsibilities

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
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