Strategic Financial Planning & Analysis Portfolio Analyst

Hybrid (2 Days / Week @ Arlington VA Client Site) About the Role Capstone Analytic is seeking a Strategic Financial Planning & Analysis (FP&A) Portfolio Analyst to support complex federal health IT portfolio strategy, investment planning, financial analysis, and executive decision support. This role will serve as a client-facing portfolio analyst, responsible for coordinating across stakeholders, analyzing multiple sources of financial and operational data, identifying cross-portfolio insights, and helping leadership make informed decisions about modernization priorities, capability investments, and resource alignment. The Strategic FP&A Portfolio Analyst will support the FP&A Manager on one or more dedicated portfolio areas aligned to major health IT capabilities. This individual will support the analysis required for current-state baseline assessments, capability gap analysis, roadmap development, investment prioritization support, and performance monitoring for their assigned portfolio area. The role will also support benchmarking, product strategy, portfolio governance, and executive-level decision-support. This position is ideal for a financially minded, analytically strong, intellectually curious professional who can operate across multiple focus areas. The successful candidate does not need to be a cost estimator, but must be comfortable working with financial, operational, acquisition, schedule, contract, and performance data to detect patterns, identify risks, connect related issues, and translate complex portfolio information into clear recommendations for demanding senior stakeholders. Responsibilities Support portfolio coordination as the strategic FP&A portfolio analyst for one or more health IT capability areas. Support the outcomes required to deliver world-class portfolio management. Support current-state baseline assessments by collecting, organizing, validating, and analyzing financial, operational, acquisition, technical, schedule, workforce, and performance data. Support the development of portfolio-level insights by identifying trends, gaps, risks, dependencies, redundancies, cost drivers, resource constraints, and cross-capability impacts. Support the creation of capability gap assessments that compare current portfolio performance, investment alignment, operating models, and modernization needs against strategic objectives and industry-informed benchmarks. Support roadmap development by translating analysis into sequenced investment priorities, strategic options, implementation considerations, dependencies, risks, and decision points. Support performance monitoring approaches that help leadership assess whether portfolio investments are delivering expected value, improving outcomes, and aligning to mission priorities. Support benchmarking activities by comparing portfolio practices, operating models, resource alignment, performance measures, and modernization approaches against commercial, federal, and health IT best practices. Support product and portfolio strategy by helping leaders evaluate capability needs, investment options, lifecycle considerations, resource requirements, and mission value. Coordinate heavily with program-level government stakeholders, program-level technical SMEs and product owners, financial managers, and acquisition professionals. Support working sessions, data calls, stakeholder interviews, and portfolio reviews to gather inputs, validate findings, and drive alignment. Support the development of executive-ready briefings, financial analyses, issue papers, dashboards, strategic roadmaps, decision packages, and portfolio review materials. Translate complex data and stakeholder input into concise, actionable analysis that can be used to support executive-level decision briefings. Analyze multiple data sources to identify patterns that may not be visible within a single program, product, contract, or capability area. Support investment prioritization by helping the FP&A team evaluate mission value, cost, affordability, risk, urgency, dependency, performance, and modernization impact. Support cost estimators, data analysts, operations research analysts, and subject matter experts to integrate cost, performance, technical, acquisition, and portfolio inputs into a cohesive decision framework. Maintain awareness of assigned capability areas without needing to serve as the technical subject matter expert for each product, system, or function. Identify emerging issues early, elevate risks, propose mitigation options, and support leadership in making timely portfolio decisions. Operate effectively in a fast-paced advisory environment with demanding clients, shifting priorities, compressed timelines, and high expectations for quality. Maintain analytical rigor, documentation discipline, and traceability between data sources, assumptions, findings, and recommendations. About the Company Capstone Analytic is a fast-growing small business that is currently seeking a qualified Strategic Financial Planning & Analysis Portfolio Analyst to join our team supporting our DoD Federal Client. Required Qualifications Bachelor’s degree in finance, accounting, economics, business, healthcare administration, data analytics, information systems, operations research, or a related field. 3+ years of relevant experience in financial planning and analysis, strategic finance, portfolio management, investment analysis, program analysis, budget analysis, management consulting, acquisition support, or executive decision support. Strong financial and analytical background, including the ability to interpret budgets, forecasts, spend plans, cost information, investment data, performance metrics, and business cases. Ability to analyze large amounts of financial, operational, acquisition, contract, schedule, and performance information to identify patterns, risks, gaps, and actionable insights. Demonstrated ability to support senior stakeholders in complex, fast-paced, client-facing environments. Strong executive communication skills, including the ability to develop briefings for senior leaders, pivot quickly to support changing requirements and priorities, facilitate discussions, explain analytical findings, and defend recommendations. Strong written communication skills, including the ability to develop polished briefings, issue papers, executive summaries, decision packages, and roadmap materials. Ability to structure ambiguous problems, clarify objectives, gather data, document assumptions, evaluate alternatives, and produce defensible recommendations. Ability to coordinate across multiple stakeholder groups and synthesize competing inputs into coherent portfolio-level findings. Ability to operate across multiple capability areas without needing to be a deep technical subject matter expert in each area. High attention to detail, strong organizational skills, and commitment to accuracy, traceability, and analytical rigor. Proficiency with Microsoft Excel and PowerPoint. Ability to manage competing priorities, respond to changing client needs, and deliver high-quality work products under tight timelines. Ability to obtain and maintain a federal security clearance Preferred Qualifications Master’s degree in finance, business administration, healthcare administration, economics, data analytics, systems engineering, operations research, or a related field. Experience supporting the Department of Defense, Defense Health Agency, military health, VA, HHS, or other private sector or federal healthcare organizations. Experience supporting health IT modernization, EHR modernization, revenue cycle modernization, digital health, cloud modernization, data and analytics, or other non-healthcare related enterprise IT portfolios. Familiarity with federal acquisition, DoD acquisition processes, PPBE, POM, budget formulation, budget execution, investment governance, or major IT acquisition programs. Experience supporting strategic portfolio management, capability planning, investment prioritization, product strategy, roadmap development, performance management, or executive governance. Experience supporting progam-level leadership, sub-SES-level stakeholders, military leaders, product owners, contracting officers, financial managers, or technical leaders. Experience supporting the FP&A efforts for a large integrated portfolio ($500M/yr+). Experience developing executive-level briefing decks, strategic roadmaps, investment analyses, performance dashboards, decision papers, or portfolio review materials. Experience analyzing data across multiple systems or sources to identify trends, risks, gaps, dependencies, and portfolio-level insights. Familiarity with Power BI, Tableau, SQL, Power Query, SharePoint, ServiceNow, Microsoft Project, or similar analytical and reporting tools. Active Secret clearance or higher. The Capstone Analytic Team Member Will Display... Attention to Detail: Produce high-quality deliverables and outputs that align with contract outcomes. Self-Sufficiency: Execute tasks independently, seeking client assistance only after internal resources are exhausted, ensuring requests align with contract goals. Teamwork: Collaborate effectively with team members, including Capstone resources, subcontractors, and government stakeholders. Communication/Engagement: Maintain professional conduct in meetings and written communication, participating actively with cameras on. Responsiveness: Stay engaged, communicate promptly, and ensure deadlines are consistently met. 15 days of Paid Time Off + 11 Paid Federal Holidays 401K Program (up to 5% employer matching) Healthcare Options (with flexible employer-paid premiums) Professional Training and Development Corporate Team Building Events And MORE Salary is commensurate with both location and experience. Equal Opportunity Employer Capstone Analytic does not discriminate in employment opportunities, terms and conditions of employment, or practices. All qualified applicants will receive consideration for employment without regard to race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, protected veteran status, or any characteristic protected by law. #J-18808-Ljbffr Capstone Analytic