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Strategic Financial Advisor
Strategic Financial AdvisorPueo Business Solutions • Fort Belvoir, VA, US
Strategic Financial Advisor

Strategic Financial Advisor

Pueo Business Solutions • Fort Belvoir, VA, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

Pueo is known for bringing the best talent and unique tools to every opportunity. Pueo's Parliament (aka workforce) is composed of professionals who are seeking the opportunity to work in a business organization that thrives on career development and independence. In 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 employee's 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) Comptroller's Office in accomplishing it responsibilities for the overall preparation, execution, and management of the Agency's 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.
  • Bachelor's Degree in Accounting or Related Field (Required)
  • Minimum 8+ years experience in Accounting and Auditing
  • DESIRED QUALIFICATIONS :

  • Certified Public Accountant (Preferred)
  • Master's 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.

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    Financial Advisor • Fort Belvoir, VA, US

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