Strategic Financial Advisor

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profile Job Location:

Fort Belvoir, VA - USA

profile Monthly Salary: Not Disclosed
Posted on: 26 days ago
Vacancies: 1 Vacancy

Job Summary

Pueo is known for bringing the best talent and unique tools to every opportunity. Pueos Parliament (aka workforce) is composed of professionals who are seeking the opportunity to work in a business organization that thrives on career development and support of mission and professional growth our Parliament has supported the development of multiple patents proprietary tools and applications as well as trademarked processes.

Our organization emphasizes career development across multiple career environments (at the members own pace) and ensures those who contribute broadly are properly rewarded. Pueo has four career environments where every member of the parliament can participate. Each environment has opportunities available for all levels. Opportunities are framed by an employees desires and capabilities and we ensure challenges growth and unique experiences are available for employees at all levels.

Our Career Environments (Program Functional Service and Leadership) provide numerous opportunities for employees to invest in their personal growth and those things that offer fulfillment. We invest in helping our members create and execute their career development plans. Our Pods (small teams of 5 or less) are comprised of personnel with similar skillsets to ensure mentorship understanding and peer support.

OVERVIEW:

Serve as a principal financial advisor and SME to the Defense Threat Reduction Agency (DTRA) Comptrollers Office in accomplishing it responsibilities for the overall preparation execution and management of the Agencys resource portfolio in the areas of Program and Budget Financial Operations and Finance and Accounting.

GENERAL DUTIES:

  • Key Financial Management Subject Matter Expert able to integrate financial management data across Comptroller Department to form clear concise complete and technically accurate responses.
  • Assist the Comptroller Department in planning scheduling and executing internal training and all hands discussions on timely and relevant financial management topics of interest to the Comptroller Department workforce.
  • Monitor and maintain the information found on the Comptroller Department web-pages within the DTRA internal and external websites to ensure that organizational and functional information is current and accurate. The web content and format shall follow DTRA guidelines.
  • Applies expert financial management knowledge in integrating input from various sources to assist in formulating Department responses to a variety of taskers and actions. Provides support to Division and Branch Chiefs in development/coordination of packages; ensure
  • that all packages are properly staffed within the Department Directorate and Agency as required prior to forwarding for approval/signature.
  • Conduct substantive language edits of all packages to ensure that sentence complexity is appropriate for the document ideas are presented in a clear and concise manner and the use of jargon and technical terms are appropriate.
  • Support status and metrics reporting efforts throughout the Department.
  • Provide support in integrating and managing Enterprise Task Management Software Solution (ETMS2) taskers.
  • Serve as back-up for agency agreements manager (assign tracking numbers and review and provide feedback in stakeholder reviews).
  • Assist with effectiveness or efficiency initiatives to include facilitating documenting tracking and developing success stories.
  • Assist the Comptroller Department with initial implementation of cross-cutting special projects.

REQUIRED QUALIFICATIONS:

  • Financial Reporting: Proficiency in preparing and analyzing financial reports such as income statements and balance sheets to ensure accuracy and compliance with regulations.
  • Budgeting and Financial Management: Skills in developing and implementing budgets managing cash flow and ensuring financial stability.
  • Regulatory Compliance: Knowledge of laws and regulations that govern financial reporting and accounting practices.
  • Internal Controls: Ability to establish and maintain internal controls to ensure the security and proper use of funds.
  • Financial Modeling: Skills in creating financial models to forecast future financial performance and make informed decisions.
  • Strategic Financial Planning: Understanding of how financial decisions impact the overall strategy and operations of the organization.
  • Proficient in the use of G-Invoicing SharePoint and Advana.
  • Strategic thinking and planning
  • Strong communication skills.
  • Highly Organized.
  • Cross-functional team leadership
  • Executive briefing
  • The ability to maintain strict confidence.
  • The ability to communicate (written and verbal) in a clear and concise manner.
  • The ability to use Microsoft Office 365 tools.
  • Visio experience to prepare all documents listings tables briefings and worksheets.
  • The ability to identify gaps processes and procedures and develop/implement solutions.
  • Bachelors Degree in Accounting or Related Field (Required)
  • Minimum 8 years experience in Accounting and Auditing

DESIRED QUALIFICATIONS:

  • Certified Public Accountant (Preferred)
  • Masters Degree in Accounting or Related Field (Preferred)
  • Department of Defense (DoD) experience preferred

CLEARANCE:

  • Secret minimum

Pueo is an equal employment opportunity employer and affirmative action employer. All interested individuals will receive consideration and will not be discriminated against on the basis of race color religion sex national origin disability age sexual orientation gender identity genetic information or protected veteran status. Pueo takes affirmative action in support of its policy to advance diversity and inclusion of individuals who are minorities women protected veterans and individuals with disabilities.


Required Experience:

Unclear Seniority

Pueo is known for bringing the best talent and unique tools to every opportunity. Pueos Parliament (aka workforce) is composed of professionals who are seeking the opportunity to work in a business organization that thrives on career development and support of mission and professional growth our Pa...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Investment Experience
  • Military Experience
  • Securities Law
  • Customer relationship management
  • Financial Planning
  • Wills

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