Financial Program Specialist

Job Title

Duties

Budget Formulation and Financial Oversight

• Assist in planning, coordinating, and processing financial disbursement activities, including commercial payments, travel actions, interagency agreements, and fund transfers.
• Review financial data and budget submissions for accuracy, completeness, and compliance with established procedures; compile budget estimates for higher-level review.
• Manage and coordinate complex disbursement activities involving multi-year funds, working capital accounts, appropriations, and other high-impact financial actions, providing authoritative guidance to OBI leadership.

Budget Execution and Financial Monitoring

• Monitor obligations and expenditures to ensure alignment with spending plans and identify inconsistencies requiring correction or supervisory review.
• Enter, track, and reconcile financial data within CSOSA's financial systems and support year-end closing activities, including invoice and IPAC reconciliations.
• At full performance, conduct comprehensive reviews of budget estimates, program plans, and financial statements for major agency programs; analyze operating results and long-range requirements; and adjust financial plans to meet program objectives.
• Prepare detailed budget reports, recommend corrective actions, and ensure adequate funds are available to support program operations.

Financial Analysis and Program Advisory Services

• Prepare summaries, reports, and analytical products that support financial decision-making within the OBI.
• Provide routine guidance to program staff on financial procedures, documentation requirements, and budget timelines.
• Serve as a subject-matter expert on financial management matters, providing authoritative analysis, recommendations, and interpretation of financial policy to senior leadership.
• Assess the financial impacts of program changes, operational adjustments, and resource allocations; advise management on strategies to improve fiscal accountability and program effectiveness.

Project Planning and Management

• Assist in developing project plans, coordinating schedules, tracking progress, and preparing reports that support OBI project objectives.
• Participate in identifying project issues and contribute data and information for project evaluations.
• Manage complex, multi-phase projects involving interdependent activities, tight deadlines, and cross-organizational coordination; evaluate project performance and recommend improvements.

Contract Administration and COR Support

• Support Contracting Officer's Representative (COR) activities by collecting contractor performance data, assisting with procurement reviews, and performing developmental price and cost analyses.
• Conduct market research to identify qualified small and disadvantaged firms and support procurement documentation.
• Serve as the COR for assigned contracts; monitor contractor performance, resolve technical issues, and ensure compliance with contract requirements within delegated authority.
• Interpret procurement regulations and provide guidance on procurement policy; review procurement actions and conduct complex price, cost, and financial analyses.