Office of Performance Management and Chief Financial Officer | Resources

Office of Planning and Budget

Mission Statement

To develop and execute a budget aligned with the Administrator’s priorities, that emphasizes results and promotes the most efficient use of appropriated funding.

Key Objectives

  • Provide timely, accurate and useful budget information to SBA's senior management and program heads for budget formulation and other related issues.

  • Structure and manage a budget decision process that ensures the Administrator’s priorities are funded, emphasizes results and promotes the most efficient use of resources.

  • Monitor and review budget execution.

  • Manage the cost allocation survey and activity-based costing to improve accountability and decision-making through a better understanding of the cost of programs.

  • Manage all budget related transactions for loan programs.


Summary of Responsibilities

The Office of Planning and Budget (OPB) is organized along programmatic lines. The budget office team consists of the Budget Officer, along with Budget Analysts and Financial Specialists. Each Budget Analyst is responsible for major program areas. Budget Analysts develop recommendations for program funding levels during the formulation process and monitor spending during budget execution. They also work to support programs by ensuring that all financial transactions are processed accurately. OPB staff forecast the SBA’s personnel expenditures, manage the budget data in submissions to OMB and the Congress, and provide detailed analysis for special projects. They are also responsible for providing backup-up to the Budget Officer, administering all phases of the SBA lending programs and providing day to day assistance to operating offices.

Key Points of Contact

 Name   Title  Contact Info
Emily J. Knickerbocker Budget Director 202-205-6975
Ashok Chaudry Budget Analyst 202-205-7116
Gordon Goeke Budget Analyst 202-205-7545
Maureen Moore-Vellucci Budget Analyst 202-205-7022
Tyrea Hairston Budget Analyst 202-205-6225