Director, FPA & Systems

Carnegie Corporation • New York, NY

10d • $160,000 - $180,000 • Onsite

About The Position

The Andrew Carnegie Foundation is seeking a Director of Financial Planning, Analysis and Systems to lead its budget process and provide financial analysis and reporting. Reporting to the Vice President, Chief Financial Officer, the role oversees finance department processes, workflows, and system integrations. The Director reviews and improves financial operations, leads the research and implementation of financial systems, and works with departments to provide tailored financial reporting and solutions. The position also supports long-range and scenario planning, develops performance indicators and a CFO dashboard, and serves as backup for selected finance and grants-management responsibilities.

Requirements

• Bachelor’s degree in finance, accounting, business administration, data science, or a related field.
• Seven years of experience in finance-related roles with a track record of leadership and impact.
• Advanced proficiency in Excel, including Power Query, Power BI, and VBA.
• Demonstrated experience rolling out systems and process changes across teams and organizations.
• Strong analytical skills and the ability to synthesize complex data into actionable insights.
• Process-oriented approach and ability to develop or change redundant or ineffective workflows.
• Strong organizational and interpersonal skills, and ability to work as a team player.

Nice To Haves

• Knowledge of accounting, grants management, and expense reporting systems.

Responsibilities

• Review and document financial operations and related processes; identify opportunities for development, improvement, and streamlining, including system workflows.
• Monitor system integrations, including custody bank, expense reporting, grants management, and banking integrations, and make improvements as needed.
• Ensure financial operations align with organizational goals and best practices.
• Lead research and implementation of new financial systems, including training administrators and end-users.
• Oversee system setup features and finalize workflows for new and existing systems.
• Lead the budget process by drafting and distributing departmental instructions and templates, monitoring deliverables, and compiling departmental information into summary schedules for reports to the President and Planning and Finance Committee.
• Prepare budget and projection upload files for the general ledger and review them for completeness and accuracy.
• Recommend improvements to the budget process and implement approved solutions.
• Serve as backup to the CFO for staff support to the Planning and Finance Committee and prepare assigned materials.
• Provide departments and managers with budget-to-actual reporting, meet with departments regularly, and surface issues to the CFO as needed.
• Collaborate with departments to understand their finance and financial reporting needs and deliver tailored solutions.
• Prepare monthly Payroll, Benefits Allocation, and Investment Allocation entries for Controller review.
• Prepare monthly budget-to-actual analysis focused on personnel-related areas, including compensation and benefits, working with HR for CFO review.
• Develop financial models for long-range and scenario planning.
• Approve budget coding for all administrative expenses.
• Develop key performance indicators and create a dashboard for the CFO.
• Back up the import and export of grants data between the general ledger and grants management system, and prepare grant payments for review in the general ledger.
• Back up the review of trustee and employee matching-gift match limits before submission for payment.
• Back up the review and filing of 1099s prepared by the Senior Accountant.

Benefits

• Employer-paid health insurance, including medical, dental, life, and short-term disability.
• Substantial contribution to a retirement plan account.
• Wellness program.
• Generous paid time off program.
• Corporate discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Director