DoW Budget PPBE SME - Budget Formulation SupportLocation: Pentagon (Hybrid)
Level: Subject Matter Expert
Clearance: Secret
*Candidates must have the above clearance level and, at a minimum, be able to maintain this clearance during their employment with Montcure.
About the RoleThe Department of War (DoW) Budget PPBE Subject Matter Expert (SME) provides senior-level expertise to financial management leadership across all phases of the Planning, Programming, Budgeting, and Execution (PPBE) process. This role serves as a trusted advisor on budget formulation, justification, and execution for assigned appropriations and Program Elements (PEs), with a strong emphasis on leveraging the OneStream platform to modernize budget data management, automate reporting, and improve the speed and accuracy of financial decision-making.
What You'll DoPPBE Subject Matter Expertise- Serve as the subject matter expert on the PPBE process, advising government leadership on DoW planning, programming, budgeting, and execution policy and procedures.
- Lead development of Program Objective Memorandum (POM) and President's Budget (PB) submissions, including budget exhibits, justification materials, and supporting analyses.
- Analyze program and budget issues, prepare issue papers, and develop courses of action to support resource allocation decisions.
- Support reprogramming actions, Congressional marks and appeals, and responses to fiscal or programmatic changes.
- Interpret and apply fiscal law, appropriations rules, and DoD Financial Management Regulation (DoD FMR) guidance.
- Mentor junior analysts and promote consistent, repeatable PPBE practices across the team.
OneStream Budget Formulation & Systems Support- Serve as the functional lead for OneStream-based budget formulation, planning, and reporting activities.
- Build, maintain, and enhance OneStream cube views, dashboards, workflows, and reports to support PPBE cycle requirements.
- Support data integration and validation between OneStream and authoritative DOW financial systems.
- Translate PPBE business requirements into OneStream functional requirements and partner with technical teams on configuration, testing, and deployment.
- Develop user guides and training materials and provide end-user support to promote adoption of OneStream across stakeholder organizations.
Budget Execution & Financial Analysis- Track and analyze funds execution for assigned PEs, including allocations, commitments, obligations, and expenditures.
- Monitor progress toward Navy execution benchmarks, identify execution risks, and recommend corrective actions.
- Provide financial status assessments and execution forecasts to inform leadership decision-making.
- Support mid-year reviews, quarterly execution reviews, and formal program financial reviews.
Reporting & Stakeholder Coordination- Develop recurring and ad hoc reports, data visualizations, and briefing materials for senior leadership using OneStream, Advana, and related tools.
- Brief senior leaders on budget status, PPBE milestones, and emerging issues.
- Coordinate with government stakeholders across the DOW agency leads, and resource sponsors to resolve programmatic and financial issues impacting budget performance.
Required Qualifications- Active SECRET security clearance.
- Bachelor's degree in Finance, Accounting, Business, or related field (Master's preferred).
- Minimum 8 years of DoD financial management experience, with significant PPBE experience at the Secretariat, SYSCOM, or HQ level.
- Expert-level knowledge of the PPBE process, including POM and PB development, budget justification, and budget execution.
- Demonstrated hands-on experience with OneStream for budgeting, planning, forecasting, or financial reporting.
- Strong working knowledge of DOW appropriations, fiscal law, and the DoD FMR.
- Advanced Microsoft Excel skills; ability to develop and maintain complex financial models and spreadsheets.
- Ability to prepare clear, concise financial briefings and presentations for senior leadership.
Preferred Qualifications- 12+ years of DoD financial management and budget experience.
- Experience implementing, configuring, or administering OneStream in a federal or DoD environment; OneStream certification a plus.
- Detailed understanding of budget formulation and execution across multiple appropriations, including Operations & Maintenance, Procurement, Research, Development, Test & Evaluation, and Military Personnel.
- Experience with government financial management systems, including ERP, PBIS, Advana, and SNaP-IT.
- Strong proficiency in Microsoft PowerPoint and Word; familiarity with Power BI or other data visualization tools.
- Certified Defense Financial Manager (CDFM) certification or DoD Financial Management Certification (Level 2 or higher).
Status: Contingency - This work is contingent upon award.
Salary: $140,000-$170,000 (Based on experience)
