Some Typical Duties & Responsibilities Include:

Leadership & Oversight
• Provide day to day leadership, guidance, and oversight to the Financial Reporting Analysts (currently 5 staff members), ensuring high quality, accurate, and timely reporting deliverables.
• Serve as the primary point of escalation for complex reporting issues, data anomalies, and system challenges.
• Coordinate workload distribution, set priorities, and monitor progress to ensure deadlines are consistently met for all reporting tasks and development items.
• Foster a collaborative, accountable, and continuous improvement culture within the Financial Reporting team.

Technical Expertise & Quality Assurance
• Oversee the development, implementation, maintenance, and continual improvement of reporting solutions used for oversight of DOE/NNSA Programs and Projects, with an emphasis on budget related reporting.
• Lead the training of staff to ensure they maintain strong working knowledge of key reporting software, Financial Reporting standards, and company systems including PeopleSoft (ERP), Deltek Cobra (budget development), OAS (data analytics), and other business intelligence and reporting applications.
• Review and validate the accuracy, completeness, and integrity of data extracted, transformed, and loaded into the final report output.
• Establish and enforce data quality standards, documentation requirements, and internal controls to maintain consistent, reliable reporting outputs.

Stakeholder Engagement & Collaboration
• Work closely with Budget Analysts and Program/Project stakeholders to understand reporting requirements, clarify objectives, and support data driven decisions across the budget cycle.
• Lead the translation of end user reporting needs into clear deliverables and reporting solutions that enhance stakeholder understanding and effective use of financial data.
• Communicate complex reporting insights in a clear, concise manner to both technical and non technical audiences, ensuring stakeholders fully understand key takeaways and implications.
• Lead the coordination and prioritization of new development items across company systems, balancing the needs and priorities of CFO with those of other divisions within the company.

Process Improvement & Innovation
• Identify opportunities to optimize reporting workflows, streamline data processes, and improve automation and efficiency within the reporting lifecycle.
• Stay current on industry trends, reporting technologies, and best practices; recommend enhancements to tools, data structures, dashboards, and reporting methodologies.
• Lead or support the implementation of new reporting tools, system upgrades, and process improvements, coordinating with IT, Finance, and program partners as needed.

Operational Support & Compliance
• Ensure timely delivery of recurring reports and ad hoc data requests, including comprehensive quality checks and clear documentation of methodologies.
• Maintain compliance with internal policies, financial controls, and applicable regulatory or contractual requirements.
• Support special projects, audits, performance assessments, and strategic initiatives within the CFO organization.

Required Qualifications

Bachelor's (BA or BS) degree in Data Analytics/ Business Analytics/ Data Science/ Information Systems/ Management Information Systems (MIS)/ Finance / Accounting / Statistics / Computer Science / Engineering or a related area and 10 years of practical experience.
Or
Master's degree and 8 years of practical experience.
Or
Associate degree and 12 years of practical experience or a high school diploma and 15 years of practical experience would both be considered equivalent.

Experience
• 5+ years of progressive experience in financial reporting.
• 1-2 years in a lead/mentorship capacity (owning team deliverables and coordinating priorities).
• Proven track record delivering accurate, on time reports in a deadline driven environment.
• Strong grasp of budgeting, forecasting, variance analysis, and financial controls.

Technical & Data Skills
• Possesses very strong personal computer skills. Considerable proficiency in the use of automated accounting and planning systems as tools for performing required duties.
• Possesses practical experience in the use of the SRS site business systems.
• Advanced Excel (PivotTables, Power Query, complex formulas; data modeling fundamentals).
• Hands on experience with at least one of: PeopleSoft (ERP), Deltek Cobra, or OAS/BI tools.
• ETL fundamentals: extracting, transforming, validating, loading, and reconciling data to source systems.
• Working knowledge of SQL or similar query tools (read/modify queries, joins, basic data quality checks).

Leadership & Communication
• Demonstrated ability to prioritize workload, coach analysts, and manage stakeholder expectations.
• Clear communicator-able to translate complex reporting insights for technical and non technical audiences.

Process & Controls
• Experience establishing data integrity standards and repeatable reconciliation procedures.
• Commitment to documentation and consistent reporting governance.

Project & Stakeholder Management
• Ability to coordinate across Budget Analysts and Program/Project teams through the full budget cycle.
• Organized and responsive with strong time management and risk/issue escalation practices.

We'd Also Like to See
• Demonstrated leadership of cross functional initiatives or system/reporting tool implementations.
• Experience in federal contracting or DOE/NNSA environments, including cost principles, internal controls, and audit expectations.
• Familiarity with EVMS concepts (CPI/SPI, variance analysis) within Deltek Cobra workflows.
• Proven success driving continuous improvement (automation, template standardization, scalability).
• Strong executive level storytelling with data; comfortable presenting to CFO leadership and program stakeholders.
• Established track record implementing reporting governance, control frameworks, and documentation standards that stand up to audits and data calls.
• Advanced Excel skills for maintaining large data models, retrieving data from multiple sources, transforming data as needed, and combining data into many different worksheet views in the final reporting file.
• Knowledge of Power Query, Power Pivot, and Excel Data Model tools, including the ability to use these tools to source, transform, and load data into various reporting, analytical, and visualization tools such as Excel (primary), Power BI, Oracle Analytics Server (OAS), and more.
• Knowledge of M (Power Query) and DAX (Power Pivot) programming languages used to build, troubleshoot, and modify Power Query and Power Pivot data models.
• Knowledge/experience with other primary financial systems used by the company such as:
Oracle Analytical Server (OAS)
Deltek Cobra
PeopleSoft Financials (Oracle) (PS Query)
SharePoint (for hosting/sharing report files)
SQL
Outlook
Power BI
MS 365 application suite (Lists, Automate, Notes, etc..)
• Report writing experience with any program utilizing tables, fields, measures, and attributes.
• High level of accuracy and attention to detail in data analysis and reporting. Ability to ensure data integrity and consistency in reports.
• Familiarity with data visualization best practices.
• Advanced reporting and quantitative skills with proficiency in extracting, transforming, validating, and loading large datasets.
• Excellent problem solving, analytical, and communication skills, both written and oral, with the ability to present technical concepts and insights to technical and non-technical audiences. Includes the ability to solicit technical/reporting specification requirements from a non-technical audience.
• Knowledge and understanding of Database Management Systems, including the relationship between data structures, data integrity, and database architecture; including ERP database structures, such as PeopleSoft Financials or Oracle.

Discipline Description

Business Analysts are professionals who analyze business processes, and data across an entire organization to optimize performance, and drive strategic initiatives. They bridge the gap between business needs and technology solutions, facilitating organizational change, and maximizing the value of enterprise-wide investments. They may use Six Sigma skills for data analysis and evaluation. They take the results of the analysis and establish improvements and control mechanisms.

Career Band Description
• Roles in this band apply the knowledge in area of expertise to analyze information; design and develop new approaches, methodologies and processes; and, provide professional advice and guidance to others in accordance with professional quality standards
• Applies a theoretical knowledge-base to work to achieve goals through own work
• Characterized by specific functional expertise typically gained through formal education
• May provide guidance to others as a project manager using technical expertise

Career Level Description

Requires specialized expertise in field/discipline acquired through significant years of experience, leading others to solve complex problems, working independently with guidance in only the most complex situations; may lead functional teams or projects.

Job Family Description

Administrative and business services professionals provide various office and location support activities. They identify, enhance, and follow specific processes and procedures to maximize the efficiencies of the business to which the support is being provided, and ensure the correct functioning of facilities, office and/or business support se