Cathexis

Senior Military Financial Analyst (req-252)

Cathexis$140K — $165K *
Aerospace & Defense
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • United States Citizen with an active Secret Clearance
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field (Master's preferred)
  • Minimum 10 years of relevant financial work experience
  • At least 3 years of DoW/Military Budget, Accounting and Finance experience
  • Advanced proficiency in Microsoft Excel and PivotTables
  • Skilled in visualization dashboards using Power BI
  • Experience with Federal ERP systems (DAI, GFEBS, G-Invoicing)

Responsibilities

  • Conduct financial analysis and produce daily Status of Funds (SoF) reports
  • Develop executive-level financial metrics and dashboards for senior leadership
  • Build and submit spend plans aligned to OSW benchmarks
  • Design and maintain financial forecasting models
  • Analyze prior-year execution data and assist in resolution of outstanding balances
  • Oversee data input and user acceptance testing for MP2BET system
  • Manage Military Interdepartmental Purchase Requests and related documents

Benefits

  • Performance Bonuses
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Plan (Traditional and ROTH)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off
  • 11 Federal Holidays
  • Parental Leave
  • Commute Benefits
  • Short Term & Long Term Disability
  • Training & Development
  • Wellness Program
  • Community Outreach Initiatives
Full Job Description
We are seeking a highly skilled, adaptable Senior Financial Analyst to join our team supporting the Office of the Under Secretary of War for Personnel and Readiness (OUSW(P&R)). This position is central to the OUSW(P&R) Executive Director, Resource and Program Integration (RPI), Financial and Resource Management (F&RM) team. In this pivotal role, you will operate in a fast-paced environment providing critical financial analysis, internal controls management, and comprehensive system support across multiple Department of War (DoW) financial systems to the F&RM team.

This position is located on-site at the Pentagon in Arlington, VA, and directly contributes to OUSW(P&R)'s strategic compliance with Department of War (DoW) mandates.

We are proactively building a pipeline of qualified candidates in anticipation of a future opportunity that is currently pending funding approval.
Responsibilities

The responsibilities include, but are not limited to:
  • Conduct deep financial analysis and produce daily Status of Funds (SoF) reports to support real-time visibility into budget execution across the F&RM portfolio
  • Support the development of executive-level financial metrics, dashboards, and visual charts that communicate budget execution status and trends to senior leadership
  • Support the building, coordinating, and submitting spend plans aligned to OSW benchmarks, ensuring accurate execution tracking throughout the fiscal year
  • Support the design and maintain financial forecasting and trend analysis models to improve long-range funding visibility and inform strategic resource decisions
  • Analyze prior-year execution data - including unliquidated obligations (ULOs), unsubmitted vouchers, and reversions - and assist in resolving outstanding balances
  • Support the design, implementation and maintenance of executive-level Power BI dashboards that incorporate variance narratives and key performance indicators to enable data-driven decision-making
  • Assist in the development, build and management of an interactive SharePoint intranet portal for the F&RM team, including custom pages, document libraries, and role-based permissions
  • Serve as the primary POC for the MP2BET system, overseeing data input, supporting OneStream development, and leading user acceptance testing (UAT) for future years programming
  • Initiate, manage, and track Military Interdepartmental Purchase Requests (MIPRs), Purchase Requisitions (PRs), and interagency agreements (7600B) using DAI and G-Invoicing
  • Produce current-year execution reports covering unsubmitted vouchers and travel claims, ensuring timely identification and resolution of outstanding items
  • Serve as the DAR-Q (Departmental Accountable Officials - Quarterly) tester, conducting verification and validation for all quarterly financial reporting requirements
  • Process taskers and action items within CATMS, ensuring timely response and documentation across the P&R Finance portfolio
  • Maintain all financial data in a structured, audit-ready electronic format accessible to senior leadership on demand
  • Assist leadership in identifying material weaknesses, developing mitigation strategies, and recommending process improvements or internal control enhancements
  • Support the Risk Management Internal Controls (RMIC) program, including the preparation of the Annual Statement of Assurance (SoA) and Risk Management Assessments for OUSW (P&R)
  • Advance Financial Improvement and Audit Readiness (FIAR) initiatives to maintain OUSW(P&R) compliance with Department of War mandates and audit standards
  • Perform other duties as assigned in support of F&RM mission priorities

Requirements
  • Must be a United States Citizen with an active Secret Clearance
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related budgetary field (Master's degree preferred)
  • Minimum of 10 years of relevant professional financial work experience
  • Minimum of 3 years of DoW/Military Budget, Accounting and Finance experience
  • Proficient in Microsoft Office, including advanced Excel skill and PivotTables
  • Proficient in developing visualization dashboards using tools like Power BI
  • Proficient working in and managing knowledge in SharePoint
  • Experience with Federal ERP (DAI, GFEBS, G-Invoicing or similar)
  • Ability to work responsibly and independently with minimal direct supervision
  • Demonstrated experience working successfully in a fast-paced, high-tempo headquarters environment
  • Experience supporting the DoW (OUSW preferred) in a financial analyst capacity
Desired Skills
  • Proficiency in creating visual reporting material supporting executive-level briefings
  • Familiarity with RMIC Program and Deliverables
  • Experience working in DoW Comptroller division

Benefits

CATHEXIS offers competitive compensation packages to all eligible employees. Our goal is to provide a compensation package that reflects the value you bring to our team, is competitive with national average market rates, and promotes your financial security and personal well-being. The annual salary range for this role is $140,000 - $165,000. Please note that the salary information provided is a general guideline. CATHEXIS considers various factors in its final offer, including location, qualifications, experience, and skills.
  • Performance Bonuses
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Plan (Traditional and ROTH)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off
  • 11 Federal Holidays
  • Parental Leave
  • Commute Benefits
  • Short Term & Long Term Disability
  • Training & Development
  • Wellness Program
  • Community Outreach Initiatives

About Cathexis

Cathexis is an asset management firm that specializes in managing investments in the healthcare industry. The company was founded in 2013 and is headquartered in Boston, Massachusetts. Cathexis offers a range of investment strategies to its clients, including long-only equity, long/short equity, and private investments. The company's investment team has extensive experience in the healthcare industry and uses a rigorous research process to identify attractive investment opportunities. Cathexis is committed to delivering superior investment performance and building long-term relationships with its clients.
Learn more about Cathexis
Size
50 employees
Industry
Founded
2013

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