Financial Analyst

Seneca Holdings

Financial Analyst supporting a large Department of War agency in the National Capital Region. Manage PEO financial activities including budget planning, execution, and analysis.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, budget management, and data visualization, with a strong emphasis on advanced Excel skills and effective communication with executive leadership. Proficient in developing metrics for budget planning and execution, ensuring financial fidelity and stewardship across multiple projects.

Highest-signal resume keywords

Financial AnalysisBudget ManagementAdvanced Excel SkillsData Visualization in Power BIStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BudgetingFinancial AnalysisData EntryForecastingExcel FunctionsPivot TablesData StructuringReportingProcurement ManagementMetrics Development

Soft Skills

Critical ThinkingIndependent WorkExcellent Writing Skills

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordPower BI

Certifications & Qualifications

Active Secret Clearance

Industry Keywords

Financial StewardshipIT Modernization ProgramsStakeholder CoordinationCapital Planning and Investment ControlDefense Finance and Accounting Service

About the role

Key responsibilities & impact

Develop and maintain multi-year program and project budgets to include budgeting for personnel (labor) and non-personnel resources (hardware, software licenses, infrastructure, etc.).
Coordinate with multiple stakeholders within the agency to manage the PEO budget activities, including the PEO Chief, Program and Project teams, IT Operations team, Capital Planning and Investment Control (CPIC) team, and Comptroller team.
Coordinate with, and provide oversight of, four major IT modernization programs managed by the MILDEPs and Defense Finance and Accounting Service (DFAS).
Develop key metrics for tracking and forecasting of budget planning and execution to provide analytical insight to executive management.
Utilize intermediate Excel skills to manage all data entry, analysis, and reporting. Requires understanding of best practices for structuring data, creating pivot tables, utilizing financial functions, and creating appropriate graphics.
Utilize critical thinking to conduct budget oversight and financial analysis to include monthly, quarterly, and annual deep dive of budgeting, execution, and forecasting activities to ensure financial fidelity and stewardship.
Lead financial related meetings and activities with multiple stakeholder groups.
Manage procurement requests.
Assist with design of Power BI interface for data visualization and reporting.
Develop reports in MS-PowerPoint to brief executive leadership on PEO financial status.
Support other Project Management activities, as needed.

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, or a related field.
At least 4 years’ experience in a financial analyst role.
Active Secret Clearance.
Advanced knowledge of Excel: data tables, pivot tables, complex financial functions (compile, analyze, summarize, forecast data), meaningful graphics.
Must have strong communication skills and the ability to brief various levels of executives, both verbally and through written updates.
Must have excellent writing skills, and the ability to work independently in Microsoft Office, specifically PowerPoint, Word, and Excel.

Benefits

Comp & perks

Competitive pay
Medical, dental, vision, life, and disability insurance
Voluntary benefit programs (critical illness, hospital, and accident)
Health savings and flexible spending accounts
Retirement 401K plan
Paid leave programs
Professional development opportunities
Performance and recognition programs