Enclosure 1_Labor Category Descriptions DTRA .pdf

PDF 453 KB Posted

Attached to
Budget and Financial Services Support Federal contract opportunity
Solicitation number
HDTRA1-20-R-0003
Issued by
Defense Threat Reduction Agency

About this file

This document outlines labor category descriptions and minimum qualifications for positions required to support a budget and financial services contract opportunity with the Defense Threat Reduction Agency. Key positions include Principal, Senior Financial Managers, Financial Analysts, Financial Managers, Portfolio Analysts, ERP/Business Analysts, and Functional Subject Matter Experts. Qualifications vary by position but generally require relevant experience ranging from one to ten years, as well as a Bachelor's degree in business, accounting or a related field. Certifications such as CPA, PMP or CDFM are preferred for some senior roles.

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Labor Category Descriptions

(*) Key Personnel

1. Principal – 3 FTE ***

Functional Responsibilities: Minimum Accounting and Audit experience; DOD experience desired

Minimum years of experience: 10+ years

Minimum education/degree requirements: Bachelor’s Degree, Master’s preferred

Applicable training or certs: CPA preferred

2. Senior Financial Manager – 4.5 FTEs **

Functional Responsibilities: Minimum Audit and Accounting experience; DOD experience desired; DoD PPBE experience

Minimum years of experience: 8+ years

Minimum education/degree requirements: Bachelor’s Degree

Applicable training or certs: CDFM or CGFM/DoD FM Cert preferred; CPA preferred

3. Senior Financial Manager (offsite/Contractor site)– 5 FTEs *

Functional Responsibilities: Minimum Audit and Accounting experience; DOD experience desired

Minimum years of experience: 8+ years

4. Senior Financial Manager (Indianapolis, IN) – 1 FTE

Functional Responsibilities: Minimum Accounting experience; DoD experience desired

Minimum years of experience: 8+ years

Applicable training or certs: CDFM or CGFM/DoD FM Cert preferred; CPA preferred

5. Senior Financial & Analytics Manager (Reston/Crystal City) TS/SCI – 4 FTEs

Functional Responsibilities: Minimum experience in Budget Formulation, Integration and

Reporting (Execution & Budget): DoD Experience desired

Minimum years of experience: 10+ years

Minimum education/degree requirements: Bachelor’s Degree or Specialized Experience

6. Financial Analyst – 4 FTEs

Functional Responsibilities: Minimum Bachelors in Business, DoD PPBE experience desired

Minimum years of experience: 4+ years

Minimum education/degree requirements: Bachelors; business preferred

Applicable training or certs:

7. Financial Analyst (IT) – 1 FTE *

Functional Responsibilities: Minimum 2 years DoD Program, Planning, Budget and Execution

(PPBE) experience required. Possesses current practical experience using DoD IT resource reporting, systems of record (DITIP, DITPR, SNAP-IT, DCIM, IBF-DAP)

Minimum years of experience: 5+ years

Applicable training or certs:

8. Financial Manager – 9 FTEs

Functional Responsibilities: Minimum Audit and Accounting experience; DoD PPBE experience desired; DoD experience desired

Minimum years of experience: 5+ years

Minimum education/degree requirements: Bachelors; business preferred

Applicable training or certs: CPA preferred; CDFM or CGFM/DoD FM Cert preferred

9. Financial Manager (Indianpolis, IN) – 1 FTE

Functional Responsibilities: Minimum Accounting experience

Minimum years of experience: 8+ years

Applicable training or certs: CPA desired

10. Financial Manager (Reston/Crystal City) TS/SCI – 1 FTE

Functional Responsibilities: DoD Experience, ULO support desired

Minimum education/degree requirements: Bachelor’s Degree or Specialized experience

11. Financial Manager (offsite/ctr site) – 2 FTEs

Functional Responsibilities: Financial Management experience desired

Minimum years of experience: 5+ years

12. IT Financial Analyst – 1 FTE

Functional Responsibilities: Minimum Audit and Accounting experience

13. Junior Financial Manager – 9 FTEs

Functional Responsibilities: Accounting Experience and DoD experience desired

Minimum years of experience: 2+ years

14. Junior Financial Manager (Reston/Crystal City) TS/SCI – 1 FTE

Functional Responsibilities: DoD experience desired, ULO support desired

Minimum years of experience: 4+ years

Minimum education/degree requirements: Minimum certification but Bachelor’s Degree preferred

15. Portfolio Senior Analyst – 1 FTE *

Functional Responsibilities: Experience: Minimum of 8 years experience in DTS administration.

Serve as mid-level subject matter expert in DTS, perform administrator functions at the agency level, assist travelers with travel authorizations, vouchers and inquiries, conduct reviews and analysis, recommend changes to policies and procedures for internal process improvements, develop training plans and conduct annual training for DTS authorizing officials, assist with registration/creating user accounts, creating and maintaining routing lists, creating and managing lines of account, creating and modifying groups as needed, implement and manage the day-to-day activities of the Defense Travel System during system operations, coordinate development of traveler profiles, organizational data, reporting, budgetary, and document flow procedures in DTS.

Minimum years of experience: 8+ years

Minimum education/degree requirements: Bachelor’s Degree in Business, Accounting

16. Portfolio Senior Analyst – 1 FTE

Functional Responsibilities: Experience: Minimum of 8 years experience in government travel card account administration. Assists the Agency Component Program Manager in maintaining the Agency commercial travel charge card program, to include daily operations, account maintenance, policy, training and continuous improvement (integrating best practices and innovation through DTRA travel card programs) for all DTRA travel charge cards managed from the consolidated charge card office. Assist in the development and evaluation of travel charge card metrics information and presents it for supervisors' approval and forwarding to DTRA senior management. Serves as liaison and DTRA representative with auditors, charge card payment office, and servicing card banks when government employee representation is needed.

Completes daily bank system transactions for account holders, coordinates with the Travel

Management Office on account issues, and assists travelers with individual billing accounts when issues arise.

Minimum years of experience: 8+ years

Minimum education/degree requirements: Bachelor’s Degree in Business, Accounting

17. Portfolio Senior Analyst (Team Lead) (IT - TS/SCI) – 1 FTE *

Functional Responsibilities: Minimum 10 years of IT Technical and Program Management; At least 5 years of experience in DoD capital investment planning, strategic planning, technical analysis and compliance activities

18. Portfolio Senior Analyst (Team Lead) (IT – TS/SCI) – 1 FTE *

Functional Responsibilities: CFM/MBA and SCI desired; familiar with PPBE, At least 5 years of experience in DoD capital investment planning, strategic planning, technical analysis and compliance activities

Minimum education/degree requirements: Bachelor’s Degree in business preferred

19. Portfolio Senior Analyst (Team Lead) (IT – TS/SCI) – 1 FTE

Functional Responsibilities: Minimum 10 years of IT Program Management; At least 7 years of experience in Department of Defense (DoD) IT investment portfolio management, strategic planning and IT compliance and regulatory requirements. (DoD) financial management Program, Planning, Budget and Execution

20. Portfolio Analyst (IT) – 5 FTEs

Functional Responsibilities: Minimum of 2 years of experience in DoD PPBE experience; IT investment portfolio management and IT compliance and regulatory requirements preferred

Minimum years of experience: 5+ yrs. of IT Operations and financial management experience

21. Portfolio Analyst (IT – TS/SCI) – 2 FTEs

Functional Responsibilities: Minimum of 2 years of experience in DoD PPBE experience; IT investment portfolio management and IT compliance and regulatory requirements preferred

Minimum years of experience: 5+ yrs. of IT Operations and financial management experience

22. ERP/Business Analyst – Senior – 2 FTEs *

Functional Responsibilities: Minimum broad functional knowledge of the Oracle E-Business

Suite and DAI.

Minimum years of experience: 10+ years of DAI or Oracle experience

Minimum education/degree requirements: Bachelor’s Degree in business; Accounting preferred; Additional years of relevant system experience can be substituted for a Bachelors degree.

Applicable training or certs: CDFM, PMP and/or CPA desired

23. Help Desk/Training Manager – 2 FTEs

Functional Responsibilities: Minimum knowledge of one or more DAI Oracle modules

Minimum years of experience: 4+ years of DAI or Oracle experience

Minimum education/degree requirements: Bachelor’s Degree in business; Accounting preferred; Additional years of relevant system experience can be substituted for a Bachelors

24. Help Desk/Training Specialist – 2 FTEs

Functional Responsibilities: Minimum knowledge of one or more DAI Oracle modules

Minimum years of experience: 1+ years of DAI or Oracle experience

Minimum education/degree requirements: Bachelor’s Degree in business; Accounting preferred; Additional years of relevant system experience can be substituted for a Bachelors

25. Supervisory Sr. Program Manager (offsite/CTR site) – 1 FTE *

Functional Responsibilities: 10 years in program management with cost, schedule and performance responsibilities; and experience working in a program office for system development and acquisition or similar organization

Minimum years of experience: 10+ years

Minimum education/degree requirements: Bachelor’s Degree; Accounting, Business, or Finance degree desired

Applicable training or certs: PMP desired

26. Deputy Program Manager (offsite/CTR site) – 1 FTE *

Functional Responsibilities: FM/SFM and/or PM Desired

27. Functional SME IV (offsite/CTR site) – 2 FTEs *

Functional Responsibilities: Minimum experience with Quantitative/Qualitative Analysis/ERM

28. Functional SME III (offsite/CTR site) – 3 FTEs

Functional Responsibilities: Minimum experience with Quantitative/Qualitative Analysis/ERM

29. Functional SME III – 1 FTE

Functional Responsibilities: Minimum experience with Quantitative/Qualitative Analysis

30. Functional SME II (offsite/CTR site) – 1 FTE

Functional Responsibilities: Financial Management experience desired

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