The Rockefeller Foundation
Senior Analyst, Financial Planning & Analysis
The Rockefeller Foundation, New York, New York, us, 10261
Overview
The Rockefeller Foundation is seeking a
Senior Associate, Financial Planning & Analysis
to support long-term financial planning, resource allocation, and strategic decision-making. The role reports to the Director, Finance and participates in the foundation's budgeting, forecasting, and financial reporting across domestic and international operations. Base pay range
$105,400.00/yr - $122,300.00/yr Work Schedule
Hybrid work arrangement; based in New York. In-office presence required on Mondays, Tuesdays, Wednesdays, and Thursdays. Principal Duties And Responsibilities
Strategic Financial Planning: 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. Advanced Financial Analysis: Execute complex analyses to uncover drivers of financial performance, including cost trends, vendor dynamics, and grant utilization. Formulate actionable recommendations and guide implementation. Decision Support & Scenario Modeling: Design and execute scenario analyses to support organizational initiatives and funding guidelines. Translate findings into clear, persuasive insights for senior stakeholders. Cross-Functional Business Partnering: Act as a trusted advisor to program teams, shaping operating plans and funding strategies. Ensure financial tools and processes support timely, data-driven decisions. Presentation & Influence: Craft compelling presentations and dashboards that communicate financial narratives with clarity and impact, influencing decision-makers through data visualization. Process Improvement: Drive improvements in financial systems and processes, operating with autonomy to identify opportunities and implement solutions across teams. Other duties as assigned. Education, Experience, And Skills
Generally at least 5 years of relevant experience, preferably in banking, analyst programs, financial services, or consultancy. 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. Bachelor’s degree in a related field. Qualifications And Competencies
Data Oriented: Consistently achieves results by approaching work informed by data. Decision Quality: Makes good and timely decisions that keep the organization moving forward. Communicates Effectively: Develops and delivers multi-mode communications that convey the needs of different audiences. Strategic Learning: Actively learns through experimentation when tackling new problems, using both successes and failures as learning fodder. Values Differences: Recognizes the value of different perspectives and strives for inclusivity. About The Rockefeller Foundation
The Rockefeller Foundation is a pioneering philanthropy focused on advancing human opportunity and mitigating the climate crisis by transforming systems in food, health, energy, and finance. For more information, visit rockefellerfoundation.org and follow @RockefellerFdn on X. The Foundation offers a comprehensive benefits package, including health insurance, tuition reimbursement, 401K, parental leave, and paid time off. The organization is committed to equal employment opportunity and compliance with all relevant laws.
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The Rockefeller Foundation is seeking a
Senior Associate, Financial Planning & Analysis
to support long-term financial planning, resource allocation, and strategic decision-making. The role reports to the Director, Finance and participates in the foundation's budgeting, forecasting, and financial reporting across domestic and international operations. Base pay range
$105,400.00/yr - $122,300.00/yr Work Schedule
Hybrid work arrangement; based in New York. In-office presence required on Mondays, Tuesdays, Wednesdays, and Thursdays. Principal Duties And Responsibilities
Strategic Financial Planning: 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. Advanced Financial Analysis: Execute complex analyses to uncover drivers of financial performance, including cost trends, vendor dynamics, and grant utilization. Formulate actionable recommendations and guide implementation. Decision Support & Scenario Modeling: Design and execute scenario analyses to support organizational initiatives and funding guidelines. Translate findings into clear, persuasive insights for senior stakeholders. Cross-Functional Business Partnering: Act as a trusted advisor to program teams, shaping operating plans and funding strategies. Ensure financial tools and processes support timely, data-driven decisions. Presentation & Influence: Craft compelling presentations and dashboards that communicate financial narratives with clarity and impact, influencing decision-makers through data visualization. Process Improvement: Drive improvements in financial systems and processes, operating with autonomy to identify opportunities and implement solutions across teams. Other duties as assigned. Education, Experience, And Skills
Generally at least 5 years of relevant experience, preferably in banking, analyst programs, financial services, or consultancy. 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. Bachelor’s degree in a related field. Qualifications And Competencies
Data Oriented: Consistently achieves results by approaching work informed by data. Decision Quality: Makes good and timely decisions that keep the organization moving forward. Communicates Effectively: Develops and delivers multi-mode communications that convey the needs of different audiences. Strategic Learning: Actively learns through experimentation when tackling new problems, using both successes and failures as learning fodder. Values Differences: Recognizes the value of different perspectives and strives for inclusivity. About The Rockefeller Foundation
The Rockefeller Foundation is a pioneering philanthropy focused on advancing human opportunity and mitigating the climate crisis by transforming systems in food, health, energy, and finance. For more information, visit rockefellerfoundation.org and follow @RockefellerFdn on X. The Foundation offers a comprehensive benefits package, including health insurance, tuition reimbursement, 401K, parental leave, and paid time off. The organization is committed to equal employment opportunity and compliance with all relevant laws.
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