What are the responsibilities and job description for the Financial Management Specialist III position at Ethic Tech, LLC?
The Financial Management Specialist III provides senior-level financial and budgetary support to WHS Directorates and senior DoD leadership. The Specialist manages and oversees financial planning, analysis, and reporting activities in support of the PPBE process. Responsibilities include long-range budget planning, reconciling complex financial data, preparing reports and briefings for senior leadership, and developing decision-support materials.
Essential Functions
- Lead the development and analysis of directorate and division-level operating budgets and long-range plans.
- Conduct detailed financial analysis to support strategic resource management and PPBE activities.
- Maintain cognizance of multiple program funds and provide regular financial performance reports to leadership.
- Oversee the tracking of approved, deferred, and released funds, ensuring accuracy and proper documentation.
- Prepare and review financial reports, obligation/expenditure charts, and reconciliation summaries.
- Develop and maintain audit trails to document the status of all funding (active, expired, and canceled).
- Provide guidance and recommendations to leadership regarding funding forecasts, allocations, and execution status.
- Support financial documentation preparation and coordination with higher-level organizations.
- Respond to data calls and prepare financial inputs for senior-level briefings and reports.
- Mentor junior financial analysts and review deliverables for accuracy and completeness.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Business, or related field required; Master’s preferred.
- Minimum 7–10 years of financial management, accounting, or budget analysis experience supporting DoD or federal agencies.
- Strong knowledge of PPBE processes, DoD financial systems, and fiscal law principles.
- Demonstrated expertise in budget formulation, execution, and reconciliation.
- Advanced proficiency in Microsoft 365 applications (Excel, Word, PowerPoint, Outlook).
- Excellent analytical, communication, and leadership skills.
Citizenship and Security Clearance
- U.S. Citizenship required.
- An Active Secret Security Clearance is required.
EEO Statement
Ethic Tech LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected under applicable federal, state, or local laws.
This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
If you require a reasonable accommodation to apply for a position or to participate in the hiring process due to a disability, please contact us at 256.261.3795.