What are the responsibilities and job description for the Financial and Budget Analyst position at Acumen, LLC?
The Company
Acumen, LLC provides government agencies with high-quality, impartial research and analytical tools to inform decision-making. The activities that we perform reflect the general principle that providers, policy makers, and public citizens should have the best available evidence upon which to base their choices.
The Role
The Financial and Budget Analyst will oversee budgeting and proposal development for government contracts. Additionally, this role supports Financial Operations, Business Operations, and Company Management by monitoring indirect rates, analyzing expenditure and revenue data, and forecasting profitability. Success in this position requires strong analytical skills, attention to detail, and ability to develop budget proposals that meet the requirements of government agencies and align with organizational objectives.
The Financial and Budget Analyst works under the direct supervision of the Financial and Budget Manager, and performs some combination of the following job functions:
- Budget & Proposal Development: Develop, review, and refine budgets and business proposals for government contracts, coordinating with project managers and ensuring accuracy and compliance with the request for proposal (RFP solicitation instructions)
- Cross-Functional Collaboration: Work closely with the Research and Contracts’ teams to develop competitive business proposals
- Financial Modeling & Forecasting: Build and maintain sophisticated financial models to analyze monthly expenditure (labor and non-labor) and revenue data. Monitor indirect rates and forecast annual profitability to provide key insights to senior leadership (CFO and COO) for strategic decision-making
- Profitability & Rate Monitoring: Support senior analysts in preparing monthly review of monitoring rates and profitability meetings, ensuring accurate financial data presentation and compliance with reporting standards
- Financial Reporting: Prepare detailed financial reports using Excel, including the Annual Incurred Cost Report in compliance with Defense Contract Audit Agency (DCAA) standards and the Annual Provisional Rate proposal, ensuring accuracy and adherence to regulatory standards
- Labor Category Management: Review and optimize employees' labor categories and rates to develop budgetary frameworks that maximize value for money and efficiency
- Operational Support: Coordinate and improve business operations and processes
- Task Execution: Complete assignments efficiently, thoroughly, and with extreme attention to detail
In addition, the Financial and Budget Analyst:
- Maintains financial security by following internal accounting controls
- Maintains confidential information such as employee compensation and company financial data
- Complies with company policies and with applicable laws and regulations
- Demonstrates professionalism in the workplace
- Performs other duties as assigned
- Maintains flexibility to work extended hours and weekends to meet proposal deadlines
Who you are:
- Qualifications required to be successful in the role:
- Master’s degree in Accounting, Finance, Economics or related field, or work experience commensurate with this degree
- Bachelor’s degree in Accounting, Finance, Economics, or a related field with at least one year of experience in budgeting or financial analysis
Position-specific Qualifications:
- Advanced proficiency in Microsoft Excel, including pivot tables, complex formulas, and data analysis
- Proficiency in Microsoft Word and Adobe Acrobat
- Expertise in financial modeling, forecasting, and variance analysis
- Basic accounting principles and understanding overhead and indirect rates
- Knowledge of Cost Reimbursement, Time & Materials, and Fixed Price contract types as they relate to budgeting and business proposal development
- Demonstrates quantitative analytical skills, critical thinking, problem-solving, flexibility, and collaborative approach to work
- Excellent organizational skills and attention to detail, with ability to manage multiple priorities under tight deadlines
- Strong oral and written communication skills
- Strong interpersonal skills and comfortable working in a team-oriented environment
- Maintain confidential financial information (i.e. employee salaries)
- Able to work effectively across departments within the organization, with external clients, and with partner firms
Ideally you will also have:
- Experience with financial and accounting policies and procedures
- Demonstrated aptitude and enthusiasm for learning
- Advanced Excel skills
- Excellent organizational skills
The salary range for this position is $65,000 - $80,000.
Please note, this is an onsite position is available in our Burlingame, CA; Los Angeles, CA, or Washington DC offices. You will have the opportunity to indicate your office preference when completing the application.
Please upload all documents requested in the application. We are excited to review your application and look forward to seeing how you can contribute to our mission!
Salary : $65,000 - $80,000
