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Federal Financial Team Lead (Senior-Level) (5705)

Role overview

Qualifications

  • Bachelor’s degree in Business, Finance, Accounting, Information Systems, Data Analytics, Public Administration, or related field.
  • 10+ years of experience in Federal financial management.
  • Expert-level understanding of the federal budget planning and execution lifecycle.
  • Proven experience working independently and collaboratively in a client-facing consulting environment.

Responsibilities

  • Provide day-to-day guidance and leadership to a team of three functional analysts.
  • Analyze complex financial and business processes and develop actionable insights.
  • Recommend and champion process, technology, and data solutions that enhance operational efficiency.
  • Ensure creation of quality documentation across all phases of SDLC.

Key facts

Hard skills

Other skills

  • Team Leadership
  • Strategic Planning
  • Analytical Skills
  • Problem Solving
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Communication
  • Collaboration

About the company

SMX logo

SMX

IT Services & IT Consulting

SMX is a global technology and advanced engineering provider specializing in Cloud Solutions, C5ISR, and Advanced Engineering / IT. Our tradition of delivering innovative, technical solutions dates back to 1995, however, you may know us better by one of our legacy company names: Trident Technologies, Smartronix, Datastrong, or C2S Consulting Group. With the support of OceanSound Partners, our private equity investment sponsor, we began operating as one business starting in 2019 and became SMX in 2021. We operate in close proximity to our clients around the globe and have core locations in Alabama, California, the DC Metro, Florida, Hawaii, Maryland, and Massachusetts. Today, as SMX, we are one team and together empower government and commercial enterprises to become more effective, innovative, and resilient, no matter what challenges they face. SMX offers competitive benefits, excellent work environments, and growth opportunities for our employees while continuing to expand operations and support our communities. We have more than 25 years of rapid and consistent growth with continuous recognition as an employer-of-choice technology company. In addition, we have earned coveted industry quality and business certifications; have a strong commitment to business partnerships, ethics, compliance, and sustainability; and have a multitude of premier contracting vehicles. The combination of these attributes allows us to provide sound, repeatable business solutions yet remain flexible and agile to quickly adapt to specific customer requirements. Committed to ensuring the highest levels of customer satisfaction, SMX is structured around the programs and technologies we support to provide optimal and seamless operations. We have maintained a reputation for excellence, helping to assure the missions of our Department of Defense, Public Sector, Fortune 1000, and other Government and commercial customers.

Company details

Company typeLarge
IndustryIT Services & IT Consulting
Company size1001 - 5000

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Job description

The mission of the client service delivery team at SMX is to create and deploy innovative products to our federal customers. The CFO Control Tower Budget and Spend (BAS) solution is a planning and reporting solution pre‑built for the federal government and operating on SAP Analytics Cloud (SAC). 

This is a unique and exciting leadership role that allows an experienced federal financial professional to leverage deep expertise in budgeting, planning processes, and team development to help build and implement our next-generation planning application.  

We are seeking an energetic, strategic, and collaborative Federal Financial Team Lead to guide a functional team. You will provide leadership in solution development, serve as the liaison to the technical team to ensure functional requirements are realized in technical development, and ensure delivery excellence across project phases.  This is a full-time position that is 100% remote and will require minimal travel <20% and requires a Public Trust clearance.

Essential Duties & Responsibilities:

As the Federal Financial Team Lead, you will operate at the intersection of financial management, business processes, data analytics, and technology. In this role, you will provide day-to-day guidance and leadership to a team of three functional analysts. You will partner with government stakeholders to analyze complex financial and business processes, develop actionable insights, and support strategic decision-making through data-driven solutions. 

-Develop a comprehensive understanding of client business objectives, financial operations, and strategic priorities, and guide your team in aligning work to these outcomes. 

-Lead and mentor a team of 3, providing direction, reviewing deliverables, and ensuring consistent quality and adherence to best practices. 

-Oversee analysis and documentation of business processes, workflows, requirements, and organizational decision-making needs. 

-Facilitate workshops and collaborative sessions with stakeholders to understand existing budget formulation and execution processes, pain points, and solutions.  

-Recommend and champion process, technology, and data solutions that enhance operational efficiency and financial performance. 

-Review policies, system data structures, and operational procedures to assess impacts on business and financial processes. 

-Provide oversight and strategic guidance in the use of business intelligence and analytics tools to maximize the value of client data assets. 

-Guide clients in adopting solutions that improve operational effectiveness, reporting capabilities, and financial outcomes. 

-Collaborate across interdisciplinary teams to ensure business, data, and technology requirements are aligned and successfully delivered. 

-Ensure creation of quality documentation across all phases of SDLC (RTM, FDD, Design Documents, end user documentation, training guides, online help, etc.) including materials prepared for Congressional Justifications, RFIs, and budget exhibits, where applicable. 

-Oversee development of test plans, business use cases, and manage test execution at a team level. 

-Promote strong communication and coordination across project teams, ensuring deadlines, expectations, and priorities are clearly articulated and met. 

-Communicate new requirements or enhancement requests from the client back to the corporate solutions team for inclusion in future releases and product roadmaps.

Required Skills & Experience:

-Bachelor’s degree in Business, Finance, Accounting, Information Systems, Data Analytics, Public Administration, or related field. 
• 10+ years of experience in: 

Federal financial management 

Operations analysis or strategic planning 

-Expert-level understanding of the federal budget planning and execution lifecycle.  

-Experience leading functional teams or workstreams within federal financial environments. 

-Experience working with federal government financial data, including analysis, reconciliation, and exception handling. 

-Strong understanding of business process improvement methodologies. 

-Demonstrated analytical, problem‑solving, and critical‑thinking capabilities. 

-Excellent verbal, written, presentation, and stakeholder engagement skills. 

-Ability to explain complex concepts and findings to both technical and non‑technical audiences. 

-Proven experience working independently and collaboratively in a client-facing consulting environment. 

-Proficiency with MS Excel, Word, and PowerPoint. 

-Public Trust clearance or ability to obtain one.

Desired Skills & Experience

- Experience deploying financial planning and/or Business Intelligence applications. 
- Experience with SAP SAC  
- Experience with SAP S4/HANA and/or SAP ECC. 
- Background in enterprise solution implementations.

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The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:$130,000—$218,200 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

SMX is an Equal Opportunity employer including disabilities and veterans.

Selected applicant may be subject to a background investigation and/or education verification.

SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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