Financial Analyst

UPSLOPE ADVISORS, INC • Washington, DC

1d

About The Position

The Financial Analyst supports DOT Working Capital Fund financial management, cost-model development, rate setting, allocation analysis, billing reconciliation, forecasting, and customer reporting. The analyst works with authoritative financial and operational data from Delphi, Oracle EPM/IMPACT, PRISM, ServiceNow, and external service-provider datasets to help establish a transparent, traceable full-cost-recovery framework.

The Financial Analyst performs recurring financial analysis while supporting development and sustainment of the shared-services cost model. The position works closely with DOT Financial Analysts, Operating Administration stakeholders, service owners, and Team Aalis technical personnel to connect financial costs to service consumption and provide defensible rates, allocations, forecasts, and billing information.

Requirements

• Experience with financial management, cost-model development, rate setting, allocation analysis, billing reconciliation, forecasting, and customer reporting.
• Proficiency with financial and operational data from sources such as Delphi, Oracle EPM/IMPACT, PRISM, and ServiceNow.
• Ability to establish a transparent, traceable full-cost-recovery framework.
• Experience performing recurring financial analysis and supporting shared-services cost models.
• Ability to work closely with financial analysts, stakeholders, service owners, and technical personnel.
• Skills in connecting financial costs to service consumption.
• Ability to provide defensible rates, allocations, forecasts, and billing information.
• Experience analyzing direct, indirect, shared, fixed, and variable costs.
• Experience supporting the development and documentation of cost pools, allocation bases, allocation drivers, and rate calculations.
• Knowledge of direct tracing, cause-and-effect assignment, and shared-cost allocation methodologies.
• Experience reconciling modeled costs and billing outputs to control totals.
• Ability to analyze service consumption and operational drivers for cost allocation.
• Experience supporting annual rate development and monthly billing activities.
• Skills in analyzing actual costs, forecasts, customer advances, billing activity, and variances.
• Ability to identify financial exceptions, including unexplained differences, incomplete data, and allocation issues.
• Experience maintaining documented assumptions, calculations, mappings, and financial-model logic.
• Skills in preparing variance analyses, forecasts, sensitivity analyses, rate-impact analyses, and management reports.
• Ability to explain the relationship between source costs, consumption, allocation drivers, rates, and customer charges.
• Experience supporting User Acceptance Testing (UAT) and validation of financial models.
• Skills in developing financial procedures, job aids, documentation, and training materials.
• Ability to participate in working sessions with financial analysts and representatives.
• Experience supporting organizational change activities related to financial processes.
• Ability to maintain traceability and audit support for financial calculations and model changes.

Responsibilities

• Support development, modernization, testing, and sustainment of the DOT WCF cost model.
• Analyze direct, indirect, shared, fixed, and variable costs.
• Support development and documentation of cost pools, allocation bases, allocation drivers, and rate calculations.
• Apply the approved hierarchy of direct tracing, cause-and-effect assignment, and shared-cost allocation.
• Reconcile modeled costs and billing outputs to Delphi and other Government-designated control totals.
• Analyze service consumption and other operational drivers used to allocate costs among Operating Administrations.
• Support annual rate development and recurring monthly billing activities.
• Analyze actual costs, forecasts, customer advances, billing activity, and variances.
• Identify unexplained differences, incomplete data, allocation issues, and other financial exceptions.
• Maintain documented assumptions, calculations, mappings, and financial-model logic.
• Prepare variance analyses, forecasts, sensitivity analyses, rate-impact analyses, and management reports.
• Support customer transparency by explaining the relationship among source costs, consumption, allocation drivers, rates, and customer charges.
• Support UAT and validation of financial-model calculations and outputs.
• Develop financial procedures, job aids, documentation, and training materials.
• Participate in working sessions with DOT Financial Analysts and Operating Administration representatives.
• Support organizational change activities related to new financial processes, rates, allocation methodologies, and reporting.
• Maintain traceability and audit support for financial calculations, assumptions, and model changes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed