Andrew Morgan LLC (AM) is a fast-growing Service-Disabled Veteran-Owned Small Business (SDVOSB). We are currently looking for a Senior Federal Planning, Programming, Budgeting, and Execution (PPBE) & Budget Transformation SME to be the senior functional voice on our OneStream implementations for federal government clients. You’ll work where federal budget policy, resource management and financial systems modernization meet, and help clients move from legacy processes to a modern, OneStream-enabled way of working.

You’ll partner with federal financial and program leaders, OneStream solution architects, developers and implementation teams to turn the realities of PPBE and federal budgeting (planning, programming, formulation, justification, execution, spend planning, resource allocation, analysis and reporting) into requirements and solution designs that work in practice.

RESPONSIBILITIES

Lead the functional vision

Advise as the senior SME. Serve as the senior functional and client-facing advisor for federal PPBE, budget formulation, execution and planning, resource management and decision support on OneStream and EPM modernization engagements.
Guide the full lifecycle. Advise clients and teams on end-to-end PPBE and federal budgeting, including strategic planning, programming, POM development, formulation, justification and submission, execution, spend planning, execution reviews, reprogramming, forecasting and management reporting.
Own budget policy alignment. Ensure solution designs align with federal and Defense budget policy, including OMB Circular A-11, agency-specific requirements, PPBE guidance and applicable financial management regulations and controls.

Turn policy into solution design

Translate controls into requirements. Convert federal budget processes and controls (appropriation and fund structures, funding availability, budget versions and scenarios, approval authorities, spend plans, commitments, obligations, expenditures, execution targets, reprogramming and continuing-resolution considerations) into OneStream functional requirements.
Design the solution. Shape functional designs covering OneStream workflows, dimensions and hierarchies, scenarios, forms, business rules, dashboards, reporting, security, auditability and approvals.
Partner through delivery. Work with architects and developers through design, configuration, testing and deployment so the solution reflects the client’s PPBE lifecycle, organization, appropriations, programs, funding controls and decision processes.

Engage stakeholders and reimagine processes

Facilitate discovery. Lead requirements and process-design sessions with budget analysts, program managers, comptrollers, resource managers and executives to capture current-state processes, pain points, business rules, data needs and future-state capabilities.
Map the way forward. Develop current- and future-state process maps, functional requirements, user stories and use cases, business rules, requirements traceability and acceptance criteria.
Simplify, don’t replicate. Identify opportunities to redesign legacy budget processes instead of reproducing existing spreadsheets or legacy-system functionality.

Deliver insight, quality and trusted data

Enable better decisions. Define requirements for executive decision support, including budget-to-actual variance, execution trends, forecasting, what-if and scenario analysis, resource allocation, spend-plan monitoring and drill-down reporting.
Validate before go-live. Review functional designs, test scripts, SIT results, UAT scenarios, workflows, reports and audit trails to confirm the solution meets budget, operational, compliance and user needs.
Connect the data. Work with data and integration teams to define how budget, accounting, execution, program, workforce and operational data flows between OneStream and ERP, accounting, acquisition, HR and other authoritative systems, including reconciling actuals to budget and plan.
Ensure accuracy. Support data validation and reconciliation so formulation, execution and reporting information is complete, accurate, traceable and decision-ready.