12+ years in management, budgeting, accounting, finance, or related field.
Bachelor's degree in accounting, finance, or relevant discipline.
Extensive leadership experience managing multimillion-dollar budgets and financial programs.
Proven ability to integrate performance measurements with budgeting and enhance financial management practices.
Experience with financial modeling and data analysis, including proficiency in Microsoft Excel and financial software.
Responsibilities
Lead the design and improvement of the enterprise budget process per SEC Budget Rule.
Collaborate with various divisions to develop and execute budget requests aligned with organizational priorities.
Conduct complex quantitative analyses to monitor spending against budgets and forecasts.
Manage a financial planning team to deliver financial modeling and actionable recommendations.
Identify budgetary challenges and recommend solutions based on financial trends.
Benefits
Opportunity to work at the PCAOB's Washington, DC headquarters.
Engagement with high-level stakeholders including the SEC and Office of Management and Budget.
Access to advanced budgeting and forecasting technologies like Workday Financials and Power BI.
Professional development opportunities in a leadership role.
Full Job Description
Position Summary
The PCAOB is seeking a full-time Chief Budget Officer for the Office of Finance within the Office of the Chief Operating Officer (OCOO) at its Washington, DC headquarters. Reporting directly to the Chief Financial Officer (CFO), the Chief Budget Officer will serve as the enterprise process owner for the full budget lifecycle and related recurring requirements under the U.S. Securities and Exchange Commission's (SEC) Budget Rule, including budget formulation, forecasting, presentation, execution, and justification. The role will lead financial planning and analysis; collaborate with stakeholders across the organization to align strategic, financial, and operational planning; oversee periodic forecasting and continuous process improvement; and conduct program analyses that support disciplined budget formulation and execution.
Responsibilities
Lead the design, execution, and continuous improvement of the enterprise budget process in accordance with the SEC Budget Rule, including annual budgets, rolling forecasts, multi-year financial models, and practices that strengthen fiscal stewardship and accountability across all divisions and offices.
Partner with divisions and offices, the Office of Technology, the Chief Procurement Officer, and the Chief Human Resources Officer to develop well-supported budget requests; ensure program budgets are formulated and executed in alignment with organizational priorities and established criteria; and support ad hoc analysis, technology cost management, workforce forecasting, and long-term business and financial planning.
Undertake highly complex quantitative, data-driven program analyses using information from a variety of internal systems to monitor division and office spending against approved budgets, historical results, and forecasts.
Lead a high-performing financial planning and analysis team that delivers robust financial modeling, scenario and trend analyses, program forecasts, variance explanations, and actionable recommendations.
Identify emerging budgetary challenges and opportunities and recommend practical solutions based on financial performance and trends.
Advise the CFO and COO on the status of funds, expenditure trends, and actions in support of the PCAOB's mission.
Oversee timely monthly and quarterly financial reporting, briefing materials, and ad hoc analyses for the COO, CFO, senior management, and Board, and support the CFO in communicating key budget matters.
Assess the implications of changes to budget execution policies and timetables.
Serve as the primary liaison with the SEC and the Office of Management and Budget on PCAOB budget matters.
Prepare budget submissions, including quarterly reports and related materials, in compliance with the SEC Budget Rule.
Lead the Budget team in gathering, tracking, and monitoring performance metrics related to effective management, implementation, and reporting of the annual budget.
Develop a thorough understanding of each division's and office's operations, needs, and short- and long-term plans to address Board and SEC questions about budget submissions.
Set team priorities, manage competing demands, identify issues promptly, and recommend thoughtful, practical solutions.
Lead the implementation, administration, and continuous improvement of budgeting and forecasting technologies, including Workday Financials, Adaptive Planning, and Power BI; partner with HR Technology to address process gaps, configure new capabilities, manage change, and maintain effective end-to-end budget processes.
Perform other duties as assigned by the CFO.
Qualifications
At least 12 years of experience in management, budgeting, accounting, finance, or a related field.
Bachelor's degree in accounting, finance, or relevant discipline.
Extensive leadership experience leading a team and managing a multimillion-dollar annual budget and financial management programs and preparing, presenting and defending budget justifications and proposals.
Demonstrated ability to integrate performance measurements with budgeting; enhance business and financial management practices; establish verifiable metrics, policies, and methodologies; and define program strategies, goals, timetables, and milestones for assessing the costs, benefits, and outcomes of program performance.
Demonstrated experience leading major projects and independently managing ad hoc assignments.
Ability to present findings, ideas, and recommendations clearly, concisely, and logically.
Ability to build effective relationships with division and office leaders and other personnel to effectively execute assigned responsibilities.
Excellent written communication skills.
Proficiency in Microsoft Excel, Microsoft Word, and financial software.
Experience with Workday, Adaptive Planning, or a comparable budget formulation and reporting platform.
Experience with data analysis and financial modelling.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Leadership/Management Skills and Abilities:
Ability to set a positive tone at the top and hold others accountable for doing the same.
Demonstrated commitment to ethical conduct and alignment with organizational values.
Ability to motivate and inspire employees at all levels to strengthen team commitment and individual performance.
Proven ability to develop, coach, and mentor staff through regular feedback and clear direction.
Ability to foster collaboration by aligning teams around shared goals and reinforcing collaborative behavior.
Demonstrated success building and sustaining productive internal and external relationships to advance organizational goals.
Strong judgment, organization, problem-solving, communication, and credibility-building skills.
Sound judgment and emotional intelligence to address the varied needs of divisions and offices.
Proven ability to resolve conflict promptly and constructively.
Preferred Qualifications:
Master's degree in public policy, public administration, business, or a related field.
Working knowledge of modern technologies such as artificial intelligence tools.
Experience using Power BI or similar data visualization tools.
Knowledge of the federal budget process and experience working with federal regulatory agencies.
About Public Company Accounting Oversight Board
The Public Company Accounting Oversight Board (PCAOB) is a nonprofit corporation established by Congress to oversee the audits of public companies in order to protect investors and the public interest by promoting informative, accurate, and independent audit reports. The PCAOB also oversees the audits of broker-dealers, including compliance reports filed pursuant to federal securities laws, to promote investor protection. The PCAOB is governed by a five-member Board, which is appointed by the Securities and Exchange Commission. The PCAOB has a staff of approximately 800 employees and is headquartered in Washington, D.C.
