Financial Transformation Consultant
About The Position
Financial Management Transformation professionals support clients in Defense and National Security in optimizing financial management structures. The work transforms business processes, enhances operational efficiency, improves transparency and performance management, promotes change management, and supports compliance with Federal laws and regulations. Projects are fluid and involve developing solutions independently or in teams. Project members may interact with senior client management and develop technical competency, business development, client service, and people development skills. The team applies expertise in financial management, process analysis, risk management, and performance measurement. The role supports initiatives to modernize financial processes with senior stakeholders; implement Microsoft 365 Power Platform tools, including Power Apps; build performance metrics and interactive dashboards; improve financial tools and templates; assess current processes and recommend future-state solutions; and help plan and deliver end-to-end development efforts. It also includes communicating task updates to senior executive clients, embedding financial management standards aligned with federal policies and audit readiness, and developing financial automation, analytics, visualization, and AI capabilities using relevant tools and platforms.
Requirements
- Must be able to obtain and maintain a Federal or DoD Public Trust; approved Public Trust adjudication is required before onboarding.
- Bachelor’s degree in business, finance, accounting, information systems, engineering, business analytics, or a related field.
- One or more years of work experience; a master's degree may be used in lieu of work experience.
Nice To Haves
- Active Public Trust or suitability.
- Agile, Scrum, or project management certifications (such as PMP, CSM, or SAFe), a strong understanding of these concepts, or interest in obtaining certifications.
- Experience analyzing data using Python, R, SQL, or Databricks.
- Familiarity or proficiency with cloud platforms such as AWS or Azure.
- Ability to develop visualizations using Tableau, Power BI, or Qlik.
- Experience with change management or organizational design, particularly in financial environments.
- Desire and ability to quickly develop technical skills in analytics and automation and tailor them to client and mission needs.
- Experience supporting client meetings and presenting recommendations to senior-level leadership.
- Experience applying project management best practices.
- Experience working in teams to produce high-impact work products.
- Experience documenting and evaluating business processes and recommending improvements.
- Experience researching client problems and collaborating with a team to formulate and recommend solutions.
Responsibilities
- Collaborate with team members and senior stakeholders to modernize financial processes through innovative solutions.
- Support implementation of Microsoft 365 Power Platform tools, including Power Apps, and present solutions to stakeholders for iterative feedback.
- Create performance metrics and interactive dashboards using Microsoft Office Suite, Power Platform, SharePoint, Power BI, and other tools.
- Identify and implement process improvements for financial tools and templates and use technology to improve financial management.
- Assess existing business processes and procedures, coordinate current-state assessments with process stakeholders, review documentation, and recommend future-state solutions.
- Assist in creating project plans for end-to-end development efforts and set, communicate, and track realistic timelines.
- Communicate project task updates regularly to senior-level executive clients and confirm shared understanding.
- Work with senior team members to embed financial management standards into solution design and development, aligning with federal financial policies, audit readiness, and operational integrity.
- Coordinate with team members or develop skills to build financial automation, data analytics, data visualization, and AI capabilities for financial management use cases.
Benefits
- Medical, prescription, dental, and vision insurance.
- Personal and family sick time and company-paid holidays.
- Position may be eligible for a discretionary variable incentive bonus.
- Parental leave and adoption assistance.
- 401(k) retirement plan.
- Basic life and supplemental life insurance.
- Health Savings Account and dental, vision, and dependent care Flexible Spending Accounts.
- Short-term and long-term disability.
- Student Loan PayDown.
- Tuition reimbursement, personal development, and learning opportunities.
- Skills development and certifications.
- Employee Referral Program.
- Corporate-sponsored events and community outreach.
- Emergency back-up childcare program.
- Mobility stipend.
- Flexible benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
