Manager, Financial Planning & Analysis

The Rockefeller Foundation•New York, NY

7d•Hybrid

About The Position

The Rockefeller Foundation's Finance Department plays a pivotal role in shaping strategic decisions through rigorous financial planning, analysis, and reporting. It encompasses a broad spectrum of functions, including budgeting, forecasting, investment accounting, payroll, and compliance across domestic and international operations. The team partners closely with executive leadership, program teams, and external stakeholders to ensure financial integrity, transparency, and alignment with organizational priorities. With a strong emphasis on systems optimization, cross-functional collaboration, and capacity building, the department drives continuous improvement and innovation in financial operations. This dynamic and high-performing team is structured across multiple levels, offering opportunities for leadership, technical expertise, and strategic influence. In addition to supporting internal operations at The Rockefeller Foundation, the team also contributes to building financial capacity in partner and affiliated entities. Reporting to the Director, Finance, the Manager, FP&A leads the development and enhancement of financial models and forecasts to inform strategic planning and optimize resource allocation.

Requirements

7 years of progressive experience in financial planning and analysis, with exposure to strategic decision-making and cross-functional leadership. Experience in financial services, consulting, or complex organizational environments preferred.
Bachelor’s degree in Finance, Accounting, Economics, or a related field required; Master’s degree or MBA strongly preferred.
Demonstrated success in leading financial planning processes, including multi-year modeling, scenario analysis, and strategic forecasting.
Deep understanding of GAAP/IFRS and advanced financial concepts, including income statements, balance sheets, and cash flow analysis.
Proven ability to act as a trusted advisor to senior stakeholders, translating complex financial insights into actionable strategies.
Expertise in identifying financial risks, analyzing variances, and developing mitigation strategies that align with organizational goals.
Advanced skills in Excel and financial modeling; strong proficiency in visualization tools such as Power BI and Tableau to create impactful dashboards and narratives.
Exceptional ability to craft and deliver persuasive presentations that influence decision-making at the executive level.
Track record of driving enhancements in financial systems and processes to improve efficiency and decision support.

Nice To Haves

Master’s degree or MBA strongly preferred.
Experience in financial services, consulting, or complex organizational environments preferred.

Responsibilities

Strategic Financial Planning: Lead the development and refinement of annual budgets, forecasts, and multi-year financial models. Provide strategic insights on financial trends and risks to guide organizational priorities and resource allocation.
Advanced Financial Analysis: Oversee complex analyses to identify drivers of financial performance, including cost structures, vendor relationships, and grant utilization. Translate findings into actionable strategies and ensure successful implementation across teams.
Decision Support & Scenario Modeling: Lead the design and execution of scenario analyses to inform organizational initiatives and funding decisions. Deliver clear, persuasive recommendations to senior leadership, enabling data-driven decision-making.
Cross-Functional Business Partnering: Serve as a strategic advisor to program and operational leaders, shaping financial strategies and operating plans. Champion the adoption of tools and processes that enable timely, informed decisions across the organization.
Presentation & Influence: Develop and deliver compelling presentations and dashboards that articulate financial narratives with clarity and impact. Influence senior stakeholders through strong storytelling and data visualization.
Process Improvement & Leadership: Drive continuous improvement in financial systems and processes. Operate with broad autonomy, proactively identifying opportunities and leading cross-functional initiatives to enhance organizational effectiveness.
Perform additional responsibilities as assigned, ensuring alignment with organizational goals and priorities.