Senior Advisor for the Office of Financial Management Systems Job in Alexandria, VA

Vacancy No. EXRD- OCFO-24-12449478-DE Department Patent and Trademark Office
Salary $147,649.00 to $204,000.00 Grade 00 to 00
Perm/Temp Permanent FT/PT Full-time
Open Date 6/18/2024 Close Date 7/17/2024
Job Link Apply Online Who may apply Public
Alexandria, VA

Job Description (Please follow all instructions carefully)


The Office of Financial Management Systems (OFMS) is located within the Office of The Chief Financial Officer. OFMS is responsible for the provision and operation of all financial management systems at the United States Patent & Trademark Office (USPTO). These systems automate core accounting, acquisition, travel, fee collection, planning, budget, reporting and analytical business processes. If this interests you, join USPTO as our next Senior Advisor for the OFMS!

This job is open to

Clarification from the agency

Applications will be accepted from all qualified candidates.


This role is the ideal next career step for you if:

  • You can serve as the principal advisor to OCFO executive leadership about how information technology (IT) can best fulfill financial management business needs and as a USPTO IT Product Line Lead for the Enterprise Business Product Line (EBPL) which oversees several of USPTO's mission-enabling business systems (e.g., financial, human capital, administrative, general counsel, etc.).
  • You can oversee the resourcing of all products in the EBPL and collaborate with the Lead Product Owners (LPO) in various mission-enabling business units to formulate and justify budget requests and ensure that adjustments during the year of execution drive the highest business value in accordance with the USPTO's new ways of working.
  • Utilize strategic thinking to make and enable high impact decisions that drive enterprise success, specifically those related to enterprise IT.
  • You can advise the USPTO's mission-enabling executive leaders on the merits of certain technical investments, such as cloud migration, that reduce business risk related to factors like cyber-attacks, fraud, and system availability.
  • You can establish and communicate the vision for mutually beneficial enterprise business process flow improvements through automation.
Join us at the agency unleashing America's Potential! The physical worksite for this position is located in Alexandria, Virginia. This position is telework eligible within 50-mile straight line distance of USPTO Alexandria, VA Headquarters. If selected for an interview, applicants are encouraged to discuss telework options and eligibility specific to the position in which they applied with the hiring manager.


Conditions of Employment

  • You must be a U.S. Citizen or National.
  • Must be registered for Selective Service, if applicable (
  • You must meet all qualification requirements upon the closing date of this announcement.
  • Financial Disclosure Report (OGE-278) will be required upon appointment.


To meet the minimum requirements for this position, candidates must demonstrate their experience in their narrative responses to the Professional Technical Qualifications (PTQs) questions and all narrative responses must be fully supported within their resume. *Applicants must use the USA Jobs text boxes to submit their narrative responses to the PTQs. Do not write "see resume" or "see attached documents". Each PTQ has a 10,000-character limit (to include spaces) that must be adhered to. Uploaded documents addressing the PTQs will not be accepted.

Experience must have been at a sufficiently high level of difficulty to clearly show that the candidate possesses the required professional/technical qualifications set forth below.

Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.

Professional Technical Qualifications: Applicants must clearly demonstrate in their application materials that they possess technical attributes in the PTQs.

Applicants are required to input narrative responses to the Professional Technical Qualifications (PTQs) in the text boxes as prompted by USAJobs. Each PTQ has a 10,000-character limit (to include spaces) that must be adhered to.

The Professional Technical Qualifications (PTQs) for this position are:

1. Extensive experience overseeing automated business management and/or financial management systems. This includes various technologies and platforms of commercial-off-the-shelf (COTS) and custom software, in order to plan, direct and assess risks of major information technology investments and performance on an ongoing basis. Experience includes an understanding of the interrelationships between business, financial, and program data and information systems consistent with the Chief Financial Officer (CFO) Act, Government Performance and Results Act (GPRA), Federal Manager's Financial Integrity Act (FMFIA), and other legislative requirements.

2. Demonstrated experience in successfully assessing and managing IT system risks and vulnerabilities, maintaining the appropriate system security posture while balancing the needs of the business/mission, and identifying and advising corrective actions needed to secure the integrity of IT systems and data.

3. Ability to establish and maintain effective working relationships with executives, IT delivery partners, vendors, business partners, peers, LPO's, senior agency personnel, OIG, Treasury, and OMB. This includes engaging, educating, and influencing others who do not report to you in order to evaluate priorities, manage Agile team capacity, and address automation challenges.

4. Ability to think critically and analyze automation, contracting, software, and business process improvement options and trade-offs in order to recommend automated solutions that efficiently deliver business value based on mission need and in compliance with relevant laws and regulations.

Note: Submit only the documents requested. Additional documents will not be reviewed by the rating panel. Uploaded documents addressing the PTQ's will not be accepted.


There is no higher educational requirement for this position.

Additional information

This is a Non-Bargaining Unit position. This is a Public Trust position and has a risk level designation of 'moderate'.

Background Investigation: If selected for this position, you may be required to complete a Declaration for Federal Employment (OF-306), which includes a fingerprint and credit check, to determine your suitability for Federal employment and to authorize a background investigation.

The USPTO participates in E-Verify. For more information on E-Verify, please visit

All Federal employees are required to have Federal salary payments made by direct deposit to a financial institution of their choice.

More than one selection may be made from this announcement if additional identical vacancies in the same title, series, grade, and unit occur within 90 days from the date the certificate was issued.

The Ethics in Government Act of 1978, as amended, requires senior officials in the executive, legislative and judicial branches to file public reports of their finances as well as other interests outside the Government. If selected for this position you will be required to file a Financial Disclosure Report (OGE Form 278).The OGE 278 is available to the public. The primary purpose of disclosure is to assist agencies in identifying potential conflicts of interest between a filer's official duties and the filer's private financial interests and affiliations.

The United States Patent and Trademark Office is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. If you believe that you have been discriminated against and would like to file an EEO complaint, you must do so within 45 days of the date of the alleged discriminatory act. Claims of employment discrimination must be submitted to the attention of the USPTO's Office of Equal Employment Opportunity & Diversity via email ( or phone (571-272-8292).


A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

Review our benefits

Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

How You Will Be Evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

In order to be considered for this position, you must demonstrate in your application package that you meet the minimum specialized experience as defined under the "Qualifications" section, answer the Professional Technical Qualifications (PTQs), and submit a detailed resume that fully supports your answers to the PTQs and specialized experience.

*Applicants must use the USA Jobs text boxes to submit their narrative responses to the PTQs. Do not write "see resume" or "see attached documents". Each PTQ has a 10,000-character limit (to include spaces) that must be adhered to. Uploaded documents addressing the PTQs will not be accepted.

Your responses to the PTQs and resume will be evaluated by a Human Resources Specialist and/or a subject matter expert. Falsifying your background, education, and/or experience is cause for not hiring you or for changing your scored responses to questions you've answered, which may affect your overall final score. Please note that a complete application is required for consideration. (Please review the "Required Documents" section of this job announcement to see what must be included in a complete application).

To preview PTQs click below:

Required Documents

A complete application consists of:

  1. A resume or any other written format you choose to describe your job-related qualifications: Your resume should indicate your citizenship and should list your educational and work experience including job titles, salary, employment dates, duties and accomplishments, experience and how it relates to the Professional Technical Qualifications (PTQs) in the job announcement. Please Note: Responses to job questions that are not fully supported by the information in your resume may result in adjustments to your rating.
  2. Narrative responses to the PTQs: Do not write "see resume". Applicants are required to input narrative responses to the PTQs in the text boxes as prompted by USAJobs. Each PTQ has a 10,000-character limit (to include spaces) that must be adhered to.
  3. Notification of Personnel Action (SF-50) - Please submit a current SF-50 if you are a current or former Federal Employee. Your status eligibility and highest permanent grade/step/salary held in the Federal service will be validated with a copy of your most recent SF-50, "Notification of Personnel Action".
  4. Veterans' Preference documentation: If you are a veteran with preference eligibility, you will be asked to submit a copy of your DD-214 containing your discharge disposition, dates of service, and rank. If you are a preference eligible claiming a service-connected disability of 10 percent or more, you will be asked to submit documentation (i.e., a letter dated 1991 or later from the Department of Veterans Affairs or from a branch of the Armed Forces) certifying to the veteran's present receipt of compensation. Veterans must include dates of military service within the automated application process and submit a copy of each Certificate of Release or Discharge from Active Duty, DD-214.

If you are relying on your education to meet qualification requirements:

Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

How to Apply

*If you are currently, or have been within the last 5 years, a political Schedule A, Schedule C, or Non-career SES employee in the executive branch, you must disclose this information within your application. To apply for this position, you must complete the online application and submit the documentation specified in the Required Documents section below.

Personally Identifiable Information (PII)

Please ensure that you have removed all PII on from all documents prior to submitting or uploading your applications material. PII is defined as information that can be traced back to a specific individual and potentially compromise their security or privacy. Examples of PII include date of birth, Social Security Number, and place of birth. A complete application package must be submitted by 11:59 PM (EST) on the closing date of the announcement to receive consideration.
  • To begin, click Apply to access the online application. You will need to be logged into your USAJOBS account to apply. If you do not have a USAJOBS account, you will need to create one before beginning the application.
  • Follow the prompts to select your résumé and/or other supporting documents to be included with your application package. You will have the opportunity to upload additional documents to include in your application before it is submitted. Your uploaded documents may take several hours to clear the virus scan process.
  • After acknowledging you have reviewed your application package, complete the Include Personal Information section as you deem appropriate and click to continue with the application process.
  • You will be taken to the online application which you must complete in order to apply for the position. Complete the online application, verify the required documentation is included with your application package, and submit the application.
  • If you need technical assistance, click the Help Center section at the top of the page.
To verify the status of your application, log into your USAJOBS account (, all of your applications will appear on the Welcome screen. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: MUST apply online. Email, fax or paper resumes will not be accepted. If you experience difficulties with the application process, it is your responsibility to contact the HR Specialist listed in the "Contact Information" before the closing date of this job announcement.

Agency contact information

John Edmond
EXRD - Office of the Chief Financial Officer
Office of Human Resources
Mail Stop 171
P.O. Box 1450
Alexandria, VA 22313-1450
Learn more about this agency

Next steps

Candidates are evaluated by an executive rating panel based on the degree to which they meet the PTQs and considering the applicant's education, work-related experience, training, awards, and professional recognition, as set forth in the materials submitted by the candidates and placed in one of three pre-defined quality categories. These categories are "Highly Qualified", "Well Qualified" and "Qualified." Candidates placed in the highest quality category will be identified for referral to the hiring manager and may be invited for an interview.

You will receive notification through USAJOBS at each of the following points during the application process: (1) application received; (2) applicant assessed for qualifications; (3) applicant referred or not referred; and (4) selected or not selected.

Note: We cannot accept applications on behalf of Federal Agencies. Application instructions are listed within the Job Description.