Job description

**** Must have CPA/PFS– Certified Public Accountant/Personal Financial Specialist, or CGFM – Certified Government Financial Manager****

Company Overview

Founded in 2008, Optimo is an experienced consulting firm specializing in world-class, enterprise-level application development, system integration, and digital design. We support a client base spanning the public and private sectors, and we strive for excellence in our design work and service to our clients.

Financial Data Analyst

We are looking to add an experienced Senior Data/Financial Analyst (FA) with previous experience supporting Finance Operations workspaces within the federal government to our team.

Responsibilities:

• Work directly with client teams to discover and document business, process, and functional requirements on design-driven initiatives.
• Work directly with client teams and recommend improvements (where needed) to existing processes.
• Research, determine, and document personas, journey maps, and key business objectives
• Prepare and deliver concise, targeted presentations communicating research and findings to client stakeholders to drive decisions.
• Document detailed requirements to enable the technical delivery, ensuring requirements are decomposed into actionable tasks
• Work with key stakeholders (e.g., Client business owners and SMEs, partners, project managers, designers, developers, QA team, etc.) to ensure the solution meets all requirements and acceptance criteria.
• Work closely with QA during the requirements gathering phase to ensure testing strategies & plans meet requirements.
• Work closely with designers to ensure understanding of requirements and/or system functionality (to-be and current)
• Review, identify, and analyze business needs and new requirements as part of an Agile and iterative process and work with the project manager and development teams to assess the impact.

Required:

• BA / BS or equivalent Degree
• Four (4) years of Financial, Budget experience; specifically in the area of financial reporting to Executive Agencies, including Congress and OMB
• Experience in data analytics or business intelligence in support of Budget support functions
• Experience in business process improvement/documentation experience in support of Budget formulation processes
• Experience preparing, developing, writing, or editing financial reports with narrative content and tables, illustrations, graphs, and diagrams appropriate to improve understanding, clarity, and audience engagement
• Experience performing Quality Control reviews and Independent Verification and Validation (IV&V)
• Database design, development, and enhancement
• Prior experience supporting agile software development requirements elicitation and story creation (initiatives/epics, features, and stories)
• Ability to collaborate effectively with stakeholders to ensure requirements are defined, updated, organized, and easily understood by both technical and non-technical team members
• Effective communication, organization, and time management skills
• Excellent problem-solving, critical thinking, and communication skills
• Ability to create, assemble and deliver client-ready documentation, deliverables, and executive-level presentations
• Proven experience in data analytics or business intelligence in support of budgetary functions
• Background in business process improvement and documentation specific to overall fiscal management (budget formulation/execution/integration and financial management) processes
• Current holder of, or ability to obtain, DHS Fitness Determination
• Proficiency in Excel
• Prior experience with DevOps, Jira, Rally, and/or VersionOne
• Experience working with Microsoft Word, Excel, PowerPoint, Teams, and Visio
• Working knowledge of Zoom, Teams, Google Hangouts, and other screen-sharing applications
• Familiarity with Agile SCRUM methodology
• Ability to work independently

Additional Preferred Skills:

• Prior experience supporting process re-engineering/Black belt-level efforts
• Prior experience supporting process auditing against existing policies and procedures
• Prior experience documenting functional and non-functional requirements
• Prior experience writing Proposals / Proposal content
• Knowledgeable of U.S. Web Design Standards
• Prior experience collaborating with designers and developers
• Prior experience documenting and formatting product development deliverables (e.g., User Guides, Slick sheets, Training documentation, and Presentations)
• Wireframing and/or image editing skills related to visually communicating high-level, low-fidelity product direction

Education/Experience:

• BA / BS or equivalent Degree
• Business Analysis/Re-engineering: 4+ years (Preferred)
• Accounting: 5 years (Preferred)
• Financial Analysis: 4 years (Preferred)
• Government Agency: 4 years (Preferred)

Required Specialized Certifications:

1. CPA/PFS– Certified Public Accountant/Personal Financial Specialist

2. CGFM – Certified Government Financial Manager

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• Do you possess a BA / BS or equivalent Degree?
• Do you have a minimum of 4 years' experience with programming and visualization in R, Python, statistical software, VBA, Tableau, etc ?
• Do you have a minimum 4 years of experience performing Quality Control reviews and Independent Verification and

Validation (IV&V) ?

• Do you have a minimum of 4 years of experience preparing, developing, writing or editing financial reports with narrative content and tables, illustrations, graphs, and diagrams appropriate to improve understanding, clarity and audience engagement?
• Do you have a minimum of 4 years of Financial, Budget experience; specifically in the area of financial reporting?
• Do you have a minimum of 4 years of experience with Agile scrum, DevOps, Jira, Rally and/or VersionOne?
• Do you hold one of the following certifications?

1.CPA/PFS– Certified Public Accountant/Personal Financial Specialist

2.CGFM – Certified Government Financial Manager

Experience:

• Accounting: 4 years (Preferred)
• Microsoft Excel: 4 years (Preferred)

Work Location: Remote

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