Senior Budget and Financial Analyst

The Senior Budget and Financial Analyst contractor will provide business systems support to the Department of Energy (DOE), supporting the Hanford Site Budget (BUD) and Finance (FIN) Divisions. The role allocates approximately 60% of work hours to BUD and 40% of work hours to FIN, with a strong focus on Power BI and recurring budget and finance reporting for HQ.

Location and Work Model

• Location: Richland, WA (onsite)
• Ability to Commute: Richland, WA 99354 (Required)
• Work Location: In person
• Job Type: Full-time

Compensation

• Salary: USD 127,000 per yearly
• Pay: From $127,000.00 per year

Core Support and Reporting Focus

Support for BUD and FIN includes Power BI/Power Pivot data modeling, integration, reporting, and documentation. The contractor will collaborate with IT teams regarding user permissions and access controls, coordinate with contractors’ IT departments to resolve Power BI issues, and deliver recurring budget and finance reports to HQ.

Responsibilities

• Build, optimize, and maintain multiple Power BI data models to support reporting and analysis.
• Apply best practices for data modeling, including schema design, relationships, and performance optimization.
• Extract data from sources such as department data warehouses, Excel, SharePoint, and Access databases.
• Transform and cleanse data to maintain consistency, accuracy, and relevance.
• Integrate transformed data into Power BI models.
• Create custom measures using DAX (Data Analysis Expressions) to support complex reporting needs.
• Maintain an up-to-date desk guide describing step-by-step procedures for data modeling, report creation, and system maintenance.
• Ensure colleagues can follow documented procedures independently.
• Coordinate with Information Technology (IT) departments to streamline user permissions and access controls.
• Coordinate with contractors’ IT departments to resolve Power BI issues.
• Support interactions between business users and IT teams to maintain data security and compliance.
• Create and maintain customized reports in BI software tailored to specific user needs.
• Visualize information using interactive dashboards, charts, and graphs.
• Design Power BI visualizations using external Microsoft Excel data and transform it into Power BI data models.
• Develop Microsoft Forms and Power Apps to support simplified data entry.
• Improve data collection with intuitive interfaces.
• Train Finance and Budget staff on data analytics tools, Power BI desktop, and Power BI service capabilities.
• Provide short trainings during weekly Finance and Budget staff meetings covering tools such as Power BI and SharePoint.
• Promote a data-driven culture and collaborate with other offices to improve data collection methods and data integrity.
• Identify opportunities for cross-functional collaboration and knowledge sharing.
• Assist in creation of SharePoint sites for Finance.

Daily, Monthly, Quarterly, and Annual Reporting Duties

• Daily (beginning of day): Extract and upload Standard Accounting & Reporting System (STARS) data into the master data file, check for new records, and update BI analyses to ensure new records are coded correctly.
• Daily (beginning of day): Update Power Pivot lookup and fact tables.
• Daily (beginning of day): Notify users when updates are complete.
• Monthly (end of month): Populate tables, charts, and dashboards.
• Monthly (after all end of month STARS data is final): Populate tables, charts, and dashboards.
• Monthly (normally by the 10th calendar day): Report obligation and cost variances to HQ.
• Monthly (normally by the 10th calendar day): Secure approval from the appropriate DOE official before releasing.
• Monthly (by the last Wednesday of the month preceding the first Monday of the next month): Create budget presentations in PowerPoint and SharePoint.
• Monthly (by the last Wednesday of the month preceding the first Monday of the next month): Secure approval from the appropriate DOE official before releasing.
• Monthly Execution Summary to HQ (within 3-business days of receipt from DOE): Validate and reconcile HQ information, then submit correct data and narratives to HQ.
• Monthly Execution Summary to HQ (within 3-business days of receipt from DOE): Secure approval from the appropriate DOE official before releasing.
• Quarterly Site Executive Summary to HQ (within 3-business days of receipt from DOE): Validate and reconcile draft information from HQ, then submit correct data and narratives to HQ.
• Quarterly Site Executive Summary to HQ (within 3-business days of receipt from DOE): Secure approval from the appropriate DOE official before releasing.
• Annual Report (by October 31): Deliver Budget Execution Review to HQ DOE using PowerPoint.
• Annual Report (by October 31): Secure approval from the appropriate DOE official before releasing.
• Semiannual Manual (within 6-months of contract award and every 6-months thereafter): Publish and update a user manual covering Power Pivot data schema, navigation and display of data, reporting using Power Query/Power Pivot/Power BI/SharePoint/Teams, and practical tips for Power Pivot, Power BI, SharePoint, and Teams.
• Weekly Report: Address work accomplished and deliverable progress for the technical point of contact.
• Monthly Report: Submit a combination of weekly status reports with the monthly invoice, including deliverable progress and submission dates where applicable.
• Monthly Report: Include work schedule for contractor employees, including any leave taken.

Required Experience and Education

• Experience: Department of Energy experience (Required) - 5 years
• Education: Bachelor’s (Required)
• Minimum Experience: 5 years

Minimum Qualifications

• High school degree or higher education
• Advanced skill level in Excel
• Intermediate skill level with Power Query, Power Pivot, and Power BI, including extensive use of DAX
• Intermediate skill level in PowerPoint
• Intermediate skill level with Word
• Intermediate experience in data mining from large data warehouse(s)
• Basic skill level in Outlook
• Intermediate skill level in SharePoint (Preferred experience)
• Excellent reading, writing, and speaking communications skills
• Ability to perform multiple tasks with dynamic priorities independently
• Experience maintaining databases in Microsoft Access or similar software
• Experience with Teams
• Knowledge of Federal Government and DOE budget execution principles and budget/financial systems
• Knowledge of Hanford Site mission, activities, and priorities (preferred)

Preferred/Clarified Technologies

• Power BI
• DAX (Data Analysis Expressions)
• Power Query
• Power Pivot
• Microsoft Excel
• SharePoint
• Access
• Microsoft Forms
• Power Apps
• PowerPoint
• Outlook
• Teams
• Standard Accounting & Reporting System (STARS)
• Microsoft Word

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Statement of Work Budget and Systems Support Notes

• Approximately 60% of work hours supporting BUD and 40% supporting FIN.
• Work products must be thorough, accurate, appropriately documented, and comply with established criteria.
• Duties must be performed in a competent and professional manner that meets milestone and delivery schedules.

Application Question

Do you have DOE budget execution principles and budget/financial systems experience?