Senior Portfolio Analyst (Secret Security Clearance Required)

Senior Portfolio Analyst

Are you looking for a challenge? Looking for an innovative organization and the opportunity to learn and grow professionally? We can help! We are seeking a Senior Portfolio Analyst to support the Office of Naval Research, Warfare Performance Department in Arlington, VA.

At Terrestris, we leverage technology to create better mission outcomes through better human performance. We form strong client and team relationships through transparency and strive to create an environment where our team can let their excellence shine through. By finding, developing, and incorporating new ideas, we provide memorable services. Rooted in the USMC values of honor, courage, and commitment, Terrestris seeks to deliver extraordinary value to the American people by helping the Government become more efficient and effective.

The Warfighter Performance Department, Code 34, is responsible for fostering, creating, maturing, and transitioning knowledge products and technologies that will enhance the Naval Enterprise's ability to conduct operations anytime, anywhere. The focus of Code 34's research investments are related to human and biological systems, artificial intelligence, and autonomy. As the Senior Portfolio Analyst supporting the Office of Naval Research (ONR), specifically the Warfare Performance Department in Arlington, VA, you will play a pivotal role in managing and optimizing the Department of the Navy's science and technology (S&T) initiatives. This position involves a combination of strategic planning, financial oversight, and program management to ensure the effective execution of advanced technology development programs aimed at enhancing warfighter capabilities.

What does a typical day look like for the Senior Program and Data Analyst?

You will :

• Provide day-to-day oversight support for the Technology Candidate Portfolio and notify government management team if any issues are identified.
• Monitor and track financial execution of entire portfolio (commitments, obligations, expenditures, increases, and reductions) at the activity and thrust level. Identify funding shortfalls, surpluses, and recommend strategies for correction.
• Prepare and maintain fiscal management reports showing allocation details across multiple fiscal years including President's Budget (PB) amounts, Enacted amounts, Congressional Marks / Adds, Continuing Resolution amounts, and execution-year funding adjustments.
• Prepare Technology Candidate Portfolio summary documents, as well as recommendations and draft correspondence for policy, process, administration, guidance, financial planning and resourcing decisions in support of the portfolio.
• Maintain repository for all portfolio documents including briefings, templates, data call input, and budget documents.
• Serve as the primary point of contact to track, coordinate, oversee, and develop / revise content in response to data calls and tasks from senior Navy leadership, DoD, other government agencies, and Congress. This includes Congressional budget exhibits; Congressional briefings and the Program Objective Memorandums (POM) Program Requirements Review (PRR) and Program Deep Dive (PDD). Oversee these processes by preparing guidance and templates, collecting input from appropriate stakeholders, reviewing content for completion and accuracy, routing for approval, and submitting updates via the RDT&E Budget Justification Documents (RDOCS) system.
• Conduct analysis of technical and financial data to answer specific questions regarding the portfolio. Provide draft input for government team to approve.
• Analyze portfolio and projects within the portfolio in relationship to other internal and external parameters to maximize DoN benefits for this portfolio.
• Utilize reports from enterprise-level databases such as Procurement Business Intelligence Service (PBIS), Navy Enterprise Resource Planning (ERP), and ONR's Naval Research Enterprise Tracker to ensure the portfolio's funding allocation details are correct.
• Coordinate with the ONR Mission Support Team on portfolio dashboard development and analysis. Ensure the analytic tools capture all important aspects of the Technology Candidate Portfolio.
• Assess the impact ONR's policies have on the management and execution of the Technology Candidate Portfolio. Evaluate effectiveness of the portfolio's business practices and procedures and develop recommendations for improvement. This includes drafting and presenting the details, conclusions, and recommendations to both technical and non-technical users.
• Provide strategic communication support in all facets of portfolio management with the drafting of speeches, briefings, reports, emails, instructions, templates, directives and other common communication mediums. This includes assisting with team coordination and liaison activities within ONR and across the full spectrum of stakeholders to create proactive and high performing teams.
• Coordinate and lead meetings with senior DoN S&T personnel and executives related to policy, budget formulation, technology development / analysis, acquisition, and execution. This includes scheduling meetings, drafting read ahead material, recording summaries of meeting discussions, and ensuring action items are addressed afterwards.
• Proactively identify, recommend, and support implementing solutions to address the wide range of actions associated with managing large DoD / DoN S&T portfolios and the teams that support them.
• Attending informational and training events that impact portfolio support role. This includes internal Code 34 meetings and training sessions, team development events and activities, ONR policy and guidance training (i.e., S&T Quarterly Sync, brown bag meetings).
• Current active SECRET Clearance.
• Authorization to permanently work in the United States without sponsorship.
• Bachelor's degree or higher from an accredited university and no less than ten (10) years of experience providing portfolio or program analysis support to the Department of Defense, preferably the Department of the Navy (DoN). A minimum of five (5) of the required years must include specific experience in supporting the financial management, planning, and execution of S&T programs.
• Experience with Government financial systems.
• Demonstrated experience supporting the Planning, Programming, Budgeting and Execution (PPBE) and Program Objective Memorandum (POM) processes. This includes experience drafting budget exhibits for Research, Development, Test and Evaluation (RDT&E) appropriations.
• Experience using MS Office products and other web / database applications to analyze financial and technical performance metrics and succinctly present conclusions and recommendations to senior DoN S&T personnel.
• Experience coordinating and leading meetings with senior DoN S&T personnel and executives related to policy, analysis of technology programs, acquisition, and execution. This includes recording a summary of meeting discussions and ensuring action items are addressed afterwards.
• Experience coordinating, overseeing, and drafting content in response to data calls and tasks from senior DoD leadership and Congress.
• Experience utilizing reports from the Procurement Business Intelligence Service (PBIS) database and Navy Enterprise Resource Planning (ERP).
• Demonstrated ability to take initiative in identifying and implementing solutions to address the wide range of actions associated with managing the business of large DoD / DoN S&T portfolios and the teams that support them.
• Proven ability to learn financial processes and procedures on the job in real-time with limited assistance.
• Ability to communicate clearly, effectively, both verbally and in writing.
• Demonstrated effectiveness working independently and collaboratively.
• Ability to demonstrate professional politeness, proficient and effective verbal and written communications skills that are void of slang, colloquialisms and / or phases that could be interpreted as vulgar or offensive.
• Experience preparing, handling, storing, couriering, and arranging for digital projection of classified information.

What qualifications do you look for?

You might be the professional we're looking for if you have :

We are extra impressed by folks with :

What kind of benefits does Terrestris Offer?

We offer outstanding benefits including health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, and work-life programs. Our award programs acknowledge employees for exceptional performance and superior demonstration of our service standards. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in our benefit programs. Other offerings may be provided for employees not within this category.

Terrestris is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. Applicants must be authorized to work in the U.S.

DILBERT 2018 Scott Adams. Used By permission of ANDREWS MCMEEL SYNDICATION. All rights reserved.