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Financial Capabilities

Patriot Global Solutions LLC is a premier, verified SDVOSB delivering elite strategic financial management, program advisory, and Enterprise Resource Planning (ERP) solutions across the Department of Defense (DoD), the Defense Intelligence Agency (DIA), and the Special Operations community.


We specialize in managing high-consequence, multi-billion-dollar portfolios with a zero-error threshold across all Military Departments (Army, Navy, Air Force), USSOCOM / USASOC, and Special Operations Forces (SOF) components. We ensure flawless full-lifecycle budget execution and drive absolute audit compliance to accelerate mission-critical capabilities in the most demanding environments.

Core Capabilities

PPBE Lifecycle Management

  • Deliver end-to-end Planning, Programming, Budgeting, and Execution support acrossconventional, Special Operations, and Special Access Program (SAP) environments.

  • Translate complex strategic operational guidance into actionable fiscal plans. 

  • Manage multi-billion-dollar budgets to maximize purchasing power while strictly preventing Anti-Deficiency Act violations.

POM, BES, & President's Budget Formulation

  • Guide defense components seamlessly through every phase of the federal budget build.

  • Engineer data-driven Program Objective Memorandum (POM) submissions and lead Budget Estimate Submission (BES) formulations.

  • Author comprehensive, defensible narratives for the President's Budget (PB) submission to Congress.​​​

RDT&E Portfolio Management

  • Oversee specialized RDT&E appropriations, tracking funding from initial technology concepts through operational testing.

  • Ensure strict analyst compliance with incremental funding policies, acquisition milestones, and Financial Management Regulations (FMR).​​​​

RDT&E Portfolio Management

Congressional Justification Book (CJB) Production

  • Author and assemble high-quality CJB and Congressional Budget Justification (CBJ) exhibits.

  • Translate highly technical, sensitive program data into clear, compelling narratives that withstand intense congressional scrutiny.

​Audit Readiness, ICOFR, ICOFS & Internal Controls

  • Prepare defense agencies to achieve and sustain clean audit opinions by embedding strict internal controls directly into Defense Business Systems.

  • Design, evaluate, and test Internal Control over Financial Reporting (ICOFR) and Internal Control over Financial Systems (ICOFS) to mitigate enterprise risk.

  • Map intricate business processes, isolate material weaknesses, and execute robust Corrective Action Plans (CAPs) to guarantee total FIAR compliance.

Differentiators

Joint & SOF Financial Acumen

Profound operational understanding of distinct funding streams, unique authorities, and rapid acquisition profiles native to USSOCOM, USASOC, and joint military department environments.

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Special Access Program (SAP) Financial Experts

Fully vetted and proven capability to execute secure financial management, budget formulation, and cost analysis within highly restricted, compartmentalized SAP environments.

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Prototyping & Experimentation (P&E) Specialists

Deep expertise in aligning financial strategy with rapid prototyping, rapid technology transitions, and joint experimentation frameworks to accelerate the kill chain.

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Cleared Subject Matter Experts

A dedicated, elite bench of professionals holding active Secret, Top Secret, and TS/SCI clearances, ready to deploy immediately in secure facilities (SCIFs).

Enterprise System & Tool Expertise

Our specialized team is heavily integrated with the core financial, reporting, and accounting

architectures driving the defense enterprise:

Enterprise ERPs

Program & Budget Enterprise System (PBES)

Defense Agencies Initiative (DAI)

Momentum Systems

Category

Systems & Architectures Managed

Service Specific

Air Force Core Financials (CF)

Enterprise Business Accountability System (EBAS)
Execution Management System (EMS)

General Fund Enterprise Business System (GFEBS)

Data & Compliance

Advana Enterprise Data Analytics

Cognos Reporting

G-INVOICE Intragovernmental Platforms

Company Data & Codes

EUI

EDC8M5PUC2H9

CAGE Code

158s2

Primary NAICS Codes

  • 541611 – Administrative Management and General Management Consulting Services (Primary)

  • 541990 – All Other Professional, Scientific, and Technical Services

  • 541219 – Other Accounting Services

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