Finance & Budget Execution Lead - Public Sector, Intel

About the role

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.

Responsibilities

• Develops and manages the annual Spend Plan
• Provides funding for expected expenses, including labor and procurements
• Counsels customers on financial matters and provides advice on budgeting and cost control
• 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
• 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
• 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
• Serves as a mentor / career advisor to Public Sector staff as appropriate

Requirements

• 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
• 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
• License(s)/Certification(s): Active TS/SCI with Polygraph security clearance, required
• Relevant industry certification such as CPA, PMP, CGFM, CDFM, CISA, or Lean Six Sigma, preferred
• Software Proficiency in the use of Microsoft Office Suites, required
• Advanced proficiency in the use of Excel (pivot tables, VLOOKUP, raw data manipulation), required

Qualifications

• Bachelor’s Degree, required; focus in Accounting, Business Administration, or Finance, preferred
• Master’s Degree in Accounting, Business Administration, or Finance, preferred

Skills

• 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
• 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.

Benefits

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.