Senior Associate, Financial Planning & Analysis

The Rockefeller Foundation • New York, NY

103d • $105,400 - $122,300

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 Senior Associate, Financial Planning and Analysis, develops and refines financial models and forecasts to support long-term planning and resource allocation.

Requirements

• At least 5 years of relevant experience, preferably in banking and analyst programs or a financial services/consultancy firm.
• Ability to build multi-year financial models, perform scenario analysis, and forecast outcomes based on historical and market data.
• Deep understanding of GAAP/IFRS, income statements, balance sheets, and cash flow analysis.
• Skills in identifying financial risks, analyzing deviations from budget, and recommending mitigation strategies.
• Ability to act as a trusted advisor to program teams, translating financial insights into strategic recommendations.
• Proficiency in Excel, Power BI, Tableau, and other visualization tools to create dashboards and financial narratives.
• Ability to craft persuasive presentations that communicate financial narratives clearly to senior leadership.
• Bachelor’s degree in a related field.

Responsibilities

• Independently develop and refine annual budgets, forecasts, and multi-year financial models.
• Assess financial trends and risks to inform long-term planning and resource allocation.
• Execute complex analyses to uncover drivers of financial performance, including cost trends, vendor dynamics, and grant utilization.
• Formulate actionable recommendations and guide implementation.
• Design and execute scenario analyses to support organizational initiatives, public support requests, and release guidelines.
• Translate findings into clear, persuasive insights for senior stakeholders.
• Act as a trusted advisor to program teams, shaping operating plans and funding strategies.
• Ensure financial tools and processes support timely, data-driven decisions.
• Craft compelling presentations and dashboards that communicate financial narratives with clarity and impact.
• Influence decision-makers through strong storytelling and data visualization.
• Drive improvements in financial systems and processes.
• Operate with a high degree of autonomy, proactively identifying opportunities and executing solutions across teams.
• And other duties, as assigned.

Benefits

• Health insurance programs
• Tuition reimbursement and student loan repayment
• Generous 401K
• Parental leave
• Various forms of paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree