DAI Manager/Senior Manager, USG FP&A (3605) in Bethesda, Maryland
Job Title/Grade: Manager, USG FP&A (Grade 10)
Senior Manager, USG FP&A (Grade 11)
Department : USG Finance, Analytics, and Business Performance (FA&BP)
Reports to: Director, USG Financial Reporting and Operations
Date: April 17, 2018
Function of the Position:
The primary objective of this position is day-to-day management of DAI’s USG financial planning and analysis activities, which include project and indirect cost budgeting/forecasting, and advanced analytics, reporting, and modeling. This role requires the highest degree of consistency in data collection, transformation/calculation, reporting, and management advisory services across these areas. The Manager, USG FP&A leads an evolving function that is highly customer-focused and is expected to help the FA&BP department identify and expand on opportunities to continuously improve. These opportunities may include the identification and implementation of new tools, policy and process development, and internal communication and training. While the Manager, USG FP&A may not oversee each of these areas, the Manager is expected work with the rest of the FA&BP team to develop the best approaches available considering cost and resources.
As tools and processes develop, the Manager, USG FP&A may become increasingly involved in project budget pipelines and other areas—a high degree of entrepreneurialism is expected. The current vision is for more integrated ETCs, project budget pipelines, and proposal pricing activities. The envisioned integration should have a favorable impact on efficiency. The person in this position must have the knowledge to help this transition.
This position will have supervisory responsibilities that will be determined upon hiring.
Roles and Responsibilities:
1. Manage Project-Level Budget and Quarterly Forecasting Preparation
Maintain ETC template
During annual budget and quarterly forecasts, serve as “ETC helpdesk” on technical issues and help maintain consistency in forecasting methodologies across projects
Review ETCs for completeness and reasonability
Revise and/or develop and deliver ETC and project forecasting trainings for staff at various levels of management
Support special initiatives such as the merging of ETC and project pipelines. This position may be expected to play a large role in managing the development, rollout, and implementation of such initiatives.
2. Contribute to Project-Level Reporting and Analysis
Serve as main project reporting and analysis expert. Interpret and advise project teams on questions regarding monthly reporting.
In collaboration with SQL programmer, maintain library of project-level reporting inclusive of the project snapshot. Revise and update based on changes and/or user demand.
Complete ad-hoc analysis as requested by USG project management
Maintain non-billable application and review and/or develop and deliver training on it as necessary.
Complete monthly project funding and other corporate risk analysis
Assist Director and other FA&BP team members in analysis, development and revision of project-level KPIs
3. Manage Indirect Cost Budgeting/Forecasting Process
In collaboration with the Director, establish data collection strategy against reporting/management requirements and adjust planning system templates and rules if necessary
Communicate budgeting/forecasting calendar to budget owners
Seed budgeting/forecast templates
Advise on and collect data from budget owners; aggregate, and communicate results to management
Maintain planning system rules and logic specific to the USG business unit
4. Manage USG Business Unit Reporting
Participate in project setup meetings upon award and suggest a project setup based on defined reporting intersections critical to financial management of the contract
Manage and work with Senior Analyst to define reporting and project setup critical to financial management of a contract.
Assess and suggest improvements for project setup.
3. Other, as assigned
Support the Director and other team members on ad-hoc projects.
Support Director with annual corporate audit
Grade 10 Minimum of 9 years of relevant financial experience and a bachelor’s degree or7 years of relevant financial experience and a master’s degree
Grade 11 Minimum of 11 years of relevant financial experience and a bachelor’s degree or 9 years of relevant financial experience and a master’s degree
Strong analytical and Excel skills are essential
MBA or CMA, FP&A designation
Experience with Oracle (transaction and/or querying)
Experience with (or willingness and aptitude to intensively learn) Power BI (PowerPivot, Power Query, PBI Desktop, App Workspaces, SSAS Tabular, and some SQL functionality)
Experience building complex financial models and advanced analytical projects
Strong understanding of enterprise planning tools and/or relational databases for financial and non-financial analysis; a strong understanding of DAI’s available data and structures is highly preferred
Able to think strategically, make critical decisions, and handle change rapidly and effectively
Previous experience in a corporate finance role
Demonstrated ability to set goals, articulate vision, and manage a team to work cohesively toward stated goals
Previous financial management experience of large, multi-faceted, USAID-funded or other donor projects
Prior financial management experience with DAI strongly desired
Experience in developing financial management training courses
Supervisory Requirements : TBD
DAI is an equal opportunity/affirmative action employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. EOE - Minorities/Females/Disabled/Veterans