Director, Finance, Assistant Controller

Rockefeller Philanthropy Advisors • New York, NY

239d • $173,000 - $176,000 • Remote

About The Position

The Director, FP&A is responsible for managing financial planning activities, such as budgeting, financial planning and analysis, and long-term financial planning for the organization. This position is responsible for the budgeting process for RPA and provides timely and insightful analysis to all core stakeholders.

Requirements

• A Bachelor's degree or equivalent experience required.
• Knowledge and understanding of general business matters including budget development, financial reporting, GAAP, cash management, nonprofit finance and accounting regulations, business taxes, banking and debt financing instruments (10 years).
• Experience in the nonprofit, philanthropic or related field.
• An understanding of the broad spectrum of private philanthropy, including trends in giving and key issues for individual, family, institutional and corporate donors.
• Ability to effectively communicate accounting and finance concepts to non-finance partners and staff.

Nice To Haves

• Familiarity with grantmaking, charitable funds, or fiscal sponsorship preferred.

Responsibilities

• Manage the budgeting process that provides knowledge and accountability to P&L owners and other responsible staff.
• Provide reporting to core P&Ls for understanding of revenue and expenses.
• Provide business intelligence and analysis around profitability and realization to inform individual lines of business and the overall RPA business model.
• Act as a thought partner to CFO, COO, and CEO on scenario planning for multi-year operating and capital budget expenditures.
• Lead the organization on FP&A and financial reporting content knowledge and best practices.
• Provide financial education to the finance team and the broader organization.
• Partner with SVP's of service lines to model client-level profit and loss and pricing.
• Ensure accurate and timely dissemination of financial reports including internal and external monthly financial statements in accordance with GAAP.
• Manage and maintain a strict deadline to close the financial activities of the month.
• Review monthly, quarterly, and annual reconciliation of all accounts.
• Design and create reporting strategies and templates.
• Lead execution of complex reports, identifying and interpreting complex patterns and trends.
• Translate insights into actionable recommendations.
• Develop KPI's for performance and partner with IT to deliver data for performance monitoring.
• Contribute to the management of partnering relationships with internal clients.
• Develop strong working relationships with senior leadership to understand data needs of the organization.
• Train FP&A staff on delivering analytics to the organization.
• Provide guidance and training to others on analyzing data trends for use in reports.
• Ensure compliance with applicable rules and regulations in management and/or operations.

Benefits

• Health coverage
• Retirement benefits
• Paid sick leave
• Vacation and holidays
• Tuition reimbursement
• Access to professional development resources

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Religious, Grantmaking, Civic, Professional, and Similar Organizations
• Education Level: Bachelor's degree