PhoenixTeam

Financial Planning and Analysis

• Portfolio Financial Management
• Lead financial oversight for a $200M federal program spanning base and multiple option periods and task orders
• Manage budgets, forecasts, and funding allocations across dozens of concurrent projects
• Ensure alignment between funding, contract scope, pricing structures, and execution across the full portfolio
• Pricing and Financial Structuring
• Lead all pricing functions across the program, including support for base and optional work
• Develop pricing models for task orders and optional scope, including fixed price, time and materials, and cost reimbursable structures
• Support negotiation of rates, pricing assumptions, and financial terms with internal leadership and government stakeholders
• Ensure pricing strategies align with contract requirements, funding constraints, and program profitability targets
• Multi Project and Task Order Oversight
• Track and manage financial performance across simultaneous workstreams with varying scopes, timelines, and funding structures
• Establish mechanisms to roll up financial data into a cohesive program level view
• Ensure accurate allocation and tracking of costs at the project, task order, and contract level
• Subcontractor Financial Management
• Oversee financial management of multiple subcontractors, including tracking spend, invoices, and funding utilization
• Ensure subcontractor pricing and costs are aligned with contract terms, negotiated rates, and approved funding
• Partner with procurement and program leadership to maintain financial control across all partners
• Compliance and Financial Controls
• Ensure compliance with FAR, contract requirements, and agency financial policies
• Maintain strong financial controls across all projects, pricing activities, and subcontractor engagements
• Support audits, financial reviews, and reporting requirements with accuracy and completeness
• Cost, Risk, and Performance Management
• Monitor burn rates, cost variances, and funding gaps across the portfolio
• Identify financial risks across projects and pricing structures and proactively implement mitigation strategies
• Support EVM or equivalent financial performance tracking where applicable
• Reporting and Stakeholder Communication
• Deliver clear and accurate financial reporting at the project, portfolio, and executive levels
• Provide insights to the Comptroller and Program Leadership to support decision making
• Serve as a key liaison for financial matters, including pricing and funding discussions, with government stakeholders
• Process and Structure
• Establish and enforce financial management and pricing processes that scale across multiple projects and teams
• Bring consistency and discipline to financial tracking, reporting, forecasting, and pricing governance
• Continuously improve financial operations to support program growth and complexity

Federal Financial Manager

Artificial Intelligence

• Design age-based AI learning experiences
• Build "Programs in a Box" with turnkey kits
• Recruit and enable facilitators
• Launch pilot programs and expand nationally
• Create self-serve learning pathways and hands-on challenges

Head of AI Future Programs

Events

• Lead end-to-end planning and execution for PhoenixTeam-hosted and PhoenixTeam-sponsored events nationwide.
• Plan and execute events ranging from executive dinners and roundtables to conference activations, workshops, and large-scale education events.
• Develop project plans, timelines, run-of-show documents, checklists, and execution plans for each event.
• Partner with internal leadership, speakers, trainers, and external stakeholders to ensure alignment on goals, audience, format, and outcomes.
• Manage all event logistics, including venue sourcing, contract coordination, room setup, registration flow, signage, catering, lodging coordination, transportation, shipping, setup, and breakdown.
• Oversee participant registration and attendee communications, including confirmations, reminders, updates, and post-event follow-up.
• Coordinate event technology requirements, including AV, Wi-Fi, microphones, presentation support, projection, lighting, and on-site troubleshooting.
• Source, evaluate, negotiate, and manage relationships with venues, caterers, production teams, registration platforms, photographers, videographers, and other event vendors.
• Serve as the lead operator on-site and take ownership of event execution.
• Ensure every event reflects the PhoenixTeam brand and delivers a premium, thoughtful, and professional experience.

Federal Financial Manager

Head of AI Future Programs

Event Planner