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About Vanguard
UEI: DHJCL8BGMZE5
Who We Are

We Are Vanguard
Budget & Analytics

Purpose-built to help federal agencies and DoD contractors navigate the complexity of government finance — delivering precision, accountability, and measurable outcomes through expert financial management consulting.

Who We Are

Guided by Purpose.
Defined by Results.

To deliver expert, accountable, and cost-effective financial management consulting that empowers federal agencies and DoD contractors to achieve mission success — on budget, on time, and in full compliance.

To be the federal government's trusted small business partner for financial management — recognized for the quality of our analysis, the integrity of our work, and the impact we deliver for every agency we serve.

Federal financial management is not a back-office function — it is the foundation on which mission execution depends. We integrate directly into your program office, learn your mission, and deliver financial clarity that enables better decisions at every level. We don't add overhead that drives up costs without adding value. Every engagement is executed by experienced professionals accountable to your outcomes from day one.

Federal agencies are under growing pressure to reduce consulting overhead while maintaining rigorous financial controls. With $5B+ in large-firm contracts terminated at DoD, a clear gap has opened for lean, qualified alternatives that deliver the same caliber of work without the bloat. Vanguard was built to fill exactly that gap — a small business with institutional-grade expertise, positioned to serve where it matters most.

What We Bring to Every Engagement

Three integrated practice areas covering the full spectrum of federal financial management — from strategic advisory to hands-on execution and data intelligence.

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Financial Advisory

Strategic and operational financial advisory across the federal budget cycle — from formulation and congressional justification through execution, variance analysis, and year-end closeout. Our work is grounded in federal appropriations law, DoD FMR 7000.14-R, and OMB Circular A-11, ensuring every recommendation is compliant, defensible, and mission-aligned.

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Program Financial Management

We embed directly into defense and civilian program offices to manage the financial lifecycle of complex government contracts, grants, and acquisition programs. From PPBE support and budget exhibit preparation to contract reconciliation and audit readiness — keeping programs financially sound from award through closeout.

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Analytics & Reporting

We transform raw financial data into actionable intelligence for agency leadership. Using Oracle Business Intelligence, Power BI, and custom reporting frameworks, we build dashboards and KPI models that support executive decision-making, congressional reporting, and program performance oversight — putting the right information in front of the right people at the right time.

The Federal Financial Landscape We Navigate

$4.3B
Annual federal awards in NAICS 541611 — the market Vanguard is built to compete in
Small business win rate vs. large firms in management consulting set-aside contracts
$5B+
Large-firm DoD consulting contracts terminated — creating direct openings for qualified small businesses
10+
Years of combined financial management experience across federal, defense, and research environments

The Vanguard Difference

We don't just consult — we integrate, execute, and deliver. Here's what that means in practice.

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Practitioner-Level Expertise

Our team has managed real budgets, executed real contracts, and produced real financial reports inside complex institutional environments — not just advised on how to do it. That practitioner depth means faster ramp-up, fewer errors, and financial products that hold up under scrutiny.

Senior Talent, Every Time

The people who win the work are the people who do the work. No bait-and-switch to junior analysts after contract award. You get direct access to experienced financial professionals from day one — responsive, accountable, and invested in your outcomes.

Compliance Built In

Federal financial management means operating within a dense framework of appropriations law, FAR/DFARS requirements, OMB guidance, and DoD regulations. Our work is audit-ready, compliant, and defensible from the start — not retrofitted at closeout.

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End-to-End Financial Lifecycle

From pre-award financial planning through execution monitoring, variance analysis, audit support, and contract closeout — Vanguard covers the full financial lifecycle of your programs so nothing falls through the cracks between handoffs.

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Flexible Teaming Posture

Structured to perform as prime contractor on small business set-aside vehicles or as subcontractor within large-firm teams. Whether you need an independent financial resource or a qualified small business to round out a proposal team, Vanguard is built for either role.

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Data-Driven Decision Support

We pair rigorous financial execution with custom reporting tools and dashboards that transform complex data into the clear, actionable intelligence your program managers and executive leadership need to make confident decisions.

The Standards We Hold Ourselves To

01
Integrity in Every AnalysisWe provide honest, independent financial analysis — even when it's not what a client wants to hear. The integrity of our work is non-negotiable.
02
Precision in Every DeliverableFederal financial decisions carry real consequences. We deliver meticulous, audit-ready work — every budget exhibit, every report, every analysis.
03
Accountability to the MissionWe measure our success by your outcomes — not our utilization rate. Every engagement is structured around delivering real value to your program and your agency.
04
Responsiveness Without BureaucracyWhen your program office needs answers, you get them — directly, quickly, without navigating layers of account management. That's the small business advantage we deliver.

The Team Behind Vanguard

A focused team of finance, operations, and compliance professionals — each bringing deep domain expertise to federal financial management.

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JH
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Founder & Managing Member
Jorge Hernandez-Casimiro

Over a decade of expertise in FP&A, multi-million dollar budget execution, sponsored research compliance, grant oversight, and enterprise financial reporting. Brings institutional-grade financial management depth to every federal engagement.

FP&ABudget ExecutionGrant ComplianceOracle BICost Analysis
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WN
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Senior Advisor — Corporate Finance & Operations
William Neri

A decade of corporate financial management experience spanning multi-divisional budget oversight, fiduciary advisory, P&L management, and cross-functional team leadership. Strengthens Vanguard's ability to deliver structured, audit-ready financial support at scale.

Corporate FinanceP&L OversightOperationsForecasting
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BN
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Advisor — Regulatory Compliance & Risk
Bridgette Neri

Nearly a decade navigating federal and state regulatory frameworks in highly controlled research environments. Expertise in program compliance, audit reporting, regulatory submissions, and institutional risk management — bringing compliance rigor to Vanguard's advisory practice.

Regulatory ComplianceAudit ReportingRisk ManagementFederal Regulations

Contracting Information

Everything your contracting officer needs to engage Vanguard Budget & Analytics LLC.

Legal Name
Vanguard Budget & Analytics LLC
California Single-Member LLC
Unique Entity ID
DHJCL8BGMZE5
SAM.gov Registration In Progress
Primary NAICS
541611
Admin & General Mgmt Consulting
Secondary NAICS
541618
Other Management Consulting
Business Size
Small Business
Eligible for set-aside contracts
Location
Pico Rivera, CA
Serving agencies nationwide
Let's Connect

Ready to Put Our Expertise to Work for Your Mission?

Whether you're a federal program office, a prime contractor seeking a qualified small business sub, or exploring teaming opportunities — Vanguard is ready to engage.

Contact Vanguard →