Strategic Budgeting & PPBE Advisory for Federal Organizations

PPBE Consulting provides expert Planning, Programming, Budgeting, and Execution (PPBE) advisory services across the full budget lifecycle--from requirements definition through execution tracking. With deep experience in federal financial management, large-scale budget operations, and system modernization, we help organizations improve decision quality, align resources to mission priorities, and deliver outcomes with precision.Key Capabilities Include:
- End-to-end PPBE lifecycle support
- Budget formulation and justification development
- Program and portfolio financial analysis
- Financial systems modernization support (including OneStream)

For inquiries or engagement discussions: 
[email protected]

What We Do

We support federal organizations and mission partners across the full spectrum of financial management and PPBE activities. Our focus is on improving clarity, alignment, and execution within complex budgeting environments.

We operate as a high-trust advisory partner, delivering:
• Direct senior-level involvement
• Flexible engagement structures
• Practical, implementation-focused solutions

Core Services

PPBE Advisory & Execution Support 
• Planning and programming alignment to mission priorities
• Budget build development and submission support
• Execution tracking and variance analysis
• Decision support for senior leadership
Budget Strategy & Analysis 
• Resource allocation modeling and trade-off analysis
• Multi-year budget planning and forecasting
• Requirements validation and prioritization
• Data-driven decision frameworks
Financial Systems & Process Modernization
• Implementation and optimization of enterprise planning tools (e.g., OneStream)
• Process mapping and workflow redesign
• Integration of financial data across systems
• Automation of reporting and analysis
Program & Portfolio Financial Management
• Large-scale program financial oversight
• Performance tracking against budget and objectives
• Risk identification and mitigation strategies
• Cross-functional coordination (finance, operations, leadership)

The Team

PPBE Consulting is currently led by its founder, bringing decades of experience in federal financial management, strategic budgeting, and large-scale program execution.

Jason W. James 
Founder & Principal

Jason is a retired Air Force finance officer with over 20 years of service, followed by leadership roles in both higher education and consulting. His experience spans large-scale budget operations, financial system modernization, and strategic advisory support to senior decision-makers.

Experience Highlights

U.S. Air Force (Retired): Senior finance leadership across multiple major commands; recognized as Air Force Budget Officer of the Year and DoD Resource Manager of the Year

Budget Director, UT Southwestern: Oversaw a $4B+ annual budget, driving planning, execution, and financial strategy

Senior Consultant, Kearney & Company: Led growth of a federal engagement from $400K to $3M and supported implementation of enterprise budgeting solutions (including OneStream) for large Department in the Federal Government

Core Expertise

• Planning, Programming, Budgeting, and Execution (PPBE) 
• Federal financial management and compliance 
• Large-scale budget formulation and execution 
• Financial systems implementation and modernization 
• Cross-functional leadership and stakeholder alignment

Education & Certifications

• MBA, Wright State University 
• BS in Marketing, Miami University 
• Certified ScrumMaster (CSM) 
• Certified Defense Financial Manager (CDFM)


PPBE Consulting is built on a simple model: senior expertise, directly applied--ensuring every engagement benefits from deep experience and practical execution.

Contact Us

For inquiries or engagement discussions: 
[email protected]