Senior Strategic Financial Planning & Analysis Portfolio Manager
Listed on 2026-10-08
-
Finance & Banking
Financial Analyst, Risk Manager/Analyst
Hybrid (2 Days / Week @ Arlington VA Client Site)
About the RoleCapstone Analytic is seeking a Senior Strategic Financial Planning & Analysis (FP&A) Manager to support complex federal health IT portfolio strategy, investment planning, financial analysis, and executive decision support. This role will serve as a senior client-facing portfolio lead responsible for coordinating across stakeholders, analyzing multiple sources of financial and operational data, identifying cross-portfolio insights, and helping leadership make informed decisions about modernization priorities, capability investments, and resource alignment.
The Senior Strategic FP&A Manager will be assigned one or more dedicated portfolio areas aligned to major health IT capabilities. This individual will lead current-state baseline assessments, capability gap analysis, roadmap development, investment prioritization support, and performance monitoring for their assigned portfolio area. The role will also heavily support benchmarking, product strategy, portfolio governance, and executive-level decision-making.
This position is ideal for a financially minded, analytically strong, intellectually curious professional who can operate across multiple focus areas. The successful candidate does not need to be a cost estimator, but must be comfortable working with financial, operational, acquisition, schedule, contract, and performance data to detect patterns, identify risks, connect related issues, and translate complex portfolio information into clear recommendations for demanding senior stakeholders.
Serve as the primary strategic FP&A and portfolio coordination lead for one or more health IT capability areas.
Manage the outcomes required to deliver world-class portfolio management through leading and mentoring team members to deliver for our client.
Lead current-state baseline assessments by collecting, organizing, validating, and analyzing financial, operational, acquisition, technical, schedule, workforce, and performance data.
Develop portfolio-level insights by identifying trends, gaps, risks, dependencies, redundancies, cost drivers, resource constraints, and cross-capability impacts.
Lead capability gap assessments that compare current portfolio performance, investment alignment, operating models, and modernization needs against strategic objectives and industry-informed benchmarks.
Support roadmap development by translating analysis into sequenced investment priorities, strategic options, implementation considerations, dependencies, risks, and decision points.
Develop and maintain performance monitoring approaches that help leadership assess whether portfolio investments are delivering expected value, improving outcomes, and aligning to mission priorities.
Support benchmarking activities by comparing portfolio practices, operating models, resource alignment, performance measures, and modernization approaches against commercial, federal, and health IT best practices.
Support product and portfolio strategy by helping leaders evaluate capability needs, investment options, lifecycle considerations, resource requirements, and mission value.
Coordinate heavily with senior government stakeholders, program managers, product owners, financial managers, acquisition professionals, technical teams, and executive leadership.
Facilitate working sessions, data calls, stakeholder interviews, and portfolio reviews to gather inputs, validate findings, and drive alignment.
Develop and deliver executive-ready briefings, financial analyses, issue papers, dashboards, strategic roadmaps, decision packages, and portfolio review materials.
Translate complex data and stakeholder input into concise, actionable recommendations for senior leaders.
Analyze multiple data sources to identify patterns that may not be visible within a single program, product, contract, or capability area.
Support investment prioritization by helping leadership evaluate mission value, cost, affordability, risk, urgency, dependency, performance, and modernization impact.
Partner with dedicated cost estimators, data analysts, operations research analysts, and subject matter experts to integrate cost, performance, technical, acquisition, and portfolio inputs into a cohesive decision framework.
Maintain awareness of assigned capability areas without needing to serve as the technical subject matter expert for each product, system, or function.
Identify emerging issues early, elevate risks, propose mitigation…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).