Director of Finance

ABOUT THE ROOSEVELT INSTITUTE

Until economic and social rules work for all Americans, they're not working. Inspired by the legacy of Franklin and Eleanor, the Roosevelt Institute reimagines the rules to create a nation where everyone enjoys a fair share of our collective prosperity. We are a 21st century think tank bringing together multiple generations of thinkers and leaders to help drive key economic and social debates and have local and national impact. We advance this mission through the work of our staff, fellows, and network of students and alumni.

Roosevelt is taking on some of the biggest issues facing our economy and society and putting out bold, cutting-edge research and policies. Our work ranges from thinking about how we restructure the world of finance to changing the way colleges and universities invest in their communities. In the past two years we released a bold agenda to rewrite the rules of the American economy which the Washington Post called a new manifesto for fighting inequality; framed the issues of financialization and corporate short-termism and issued a policy agenda that influenced the presidential race and key lawmakers; and crowd-sourced a blueprint for young people’s policy priorities. In July 2016, we were profiled by the New York Times Magazine for our role in advancing progressive policy change.

ABOUT THE POSITION

The Director of Finance at Roosevelt will support the CFO in building a culture of continuous process improvement on the finance team. The Director will be responsible for timely and accurate execution of financial functions necessary to manage a young non-profit with a growing but not guaranteed revenue stream. The Director will be the CFO’s thought partner in strengthening finance and development systems and will support the CFO, Director of Development, and CEO in their fundraising efforts. The successful candidate will also oversee grants and projects budgets management and will play an active role in the annual budget processes. 

The position requires excellent communication skills – an ability to “translate” financial information to development teams, program teams, and the senior staff. It also requires hands-on experience with all financial aspects of a nonprofit and the ability to run all grants management and spending reporting to 50+ institutional funders. 

The ideal candidate will demonstrate commitment to continuous improvement, a willingness to learn, and dedication to Institute’s mission.

ROLES AND RESPONSIBILITIES

·     Manage the Institute’s financial functions, as outlined in the accounting policies and procedures, actively identifying areas for improvement.

·     Take ownership of financial deadlines, ensuring timely and accurate completion of daily, weekly, bi-monthly, quarterly and annual deliverables.

·     Provide leadership and guidance on all aspects of accounts payable, ensuring timely and accurate bi-monthly processing and considering both the organizational budget and grants budgets.

·     Provide leadership and guidance on all aspects of accounts receivable, closely collaborating with the development team and proactively seeking information from the team that is pertinent for grants management.

·     Actively support the development team in the collection of income when applicable.

·     Review first drafts of bi-monthly cash flow reports prepared by FOA against other related financial reports.

·     Support CFO in the monthly balance sheet schedules preparation, ensuring adherence to deadlines and actively monitoring the necessary journal entries.

·     Produce monthly budget vs actual reports for all cost centers and review with FOA with the goal of identifying and correcting variances.

·     Build grants budgets with the development team and Library and ensure the budgets are entered in the accounting software and the grants management matrix.

·     Produce drafts of monthly budget vs actual grants reports and review with FOA for variances.

·     Become a go to person on grants management and provide training to the new staff on grants management and reporting requirements.

·     Collaborate with FOA and VP of HR on preparing the bi-monthly payroll checklist, actively engaging supervisors and Library to ensure accurate approvals and execution.

·     Partners with CFO and VP of HR on organizational benefits package, including cost comparison, back up for monthly payments, tracking COBRA and FSA and the like.

The above statements are intended to describe the general nature and level of work being performed by the person holding this position. It is not an exhaustive list of all duties and responsibilities. The Roosevelt Institute reserves the right to amend and change responsibilities to meet organizational needs as necessary.

QUALIFICATIONS 

Master’s degree in accounting, finance or related discipline. A CPA preferable.

·      A minimum of five years of financial and non-profit management experience with growing responsibilities.

·      Demonstrated drive for continuous improvement and learning.

·      Demonstrated ability to manage multiple budgets and cost centers.

·      Demonstrated ability to lead grants management efforts.

·      Strong writing skills and demonstrated ability to communicate verbally and via email with staff, auditors, and donors’ community personnel.

·      Demonstrated ability to translate financial data and spreadsheets to staff in a patient and supportive manner.

·       Understanding of nonprofit accounting and Generally Accepted Accounting Principles

·      Advanced Excel skills required; familiarity with Quickbooks or FundEZ desirable; Salesforce experience a bonus.

·      Absolute integrity and ability to act as a trusted confidential team leader.

·      Energetic and energized by working as part of a diverse, mission-driven team of professionals. 

OUR WORKPLACE

At Roosevelt, we recognize that the culture of the workplace and opportunities for career growth and development are important to all.  We believe that diversity of background and experience among our people make our work to reimagine the rules of our social and economic realities stronger.

Roosevelt is equal opportunity employer and, as affirms in policy and practice to consider all applications in all job classifications, without regard to race, color, creed, national origin, sex, age, disability, sexual orientation, gender identity or expression, marital status, familial status, military status, height and weight, genetic predisposition or carrier status, arrest record, or other legally protected status. We strongly encourage people of color, people with disabilities, women, and LGBTQ candidates to apply. There is a handicapped-accessible, all gender/gender neutral bathroom on site.

If you are interested in joining our vibrant community, please forward your application materials (cover letter and resume/CV) to jobs@rooseveltinstitute.org with “Director of Finance” in the title. No phone calls please. While applications will be accepted until the position is filled, interested parties are encouraged to apply by July 1, 2017. Initial interviews will be conducted over the phone or Skype. We will only contact applicants who are being considered for interviews.

Salaries at the Roosevelt Institute are competitive and we provide a flexible benefits program at minimal cost to the employee. We offer a rewarding, friendly, supportive, and collaborative work environment, excellent health insurance coverage, paid time off, and employer pension contributions when eligibility criteria are met.

With contingent offer of employment, Roosevelt Institute will conduct a background check. The type of background check conducted varies by position and can include, but is not limited to, employment records, education verification, criminal records, and credit history.