OceanX
OceanX is a nonprofit working to unlock the ocean’s sustainable potential. Through a dual focus on science and education, we’re building a new paradigm where humanity and the ocean mutually thrive. Our approach is fueled by exploration, leveraging advanced research, multimedia educational programs, cross-sector partnerships, and advanced technology to help transform how people understand and value the ocean. Our work strives to fortify biodiversity and increase the sustainable use of ocean resources to help ensure the ocean remains a foundation for human wellbeing and potential. OceanX is a nonprofit operating program of Dalio Philanthropies.
Position Location New York City
Duties and Responsibilities
Lead the full enterprise budgeting cycle including annual, multi-year, program level while ensuring alignment with mission priorities.
Develop multi-year financial plans, advanced forecasting frameworks, and scenario analyses to guide strategic decision making.
Oversee monthly and quarterly financial reporting including consolidated financials, program level P&Ls, and nonprofit financial disclosures (e.g., 990, audited financials).
Create and maintain financial dashboards, analytics, and decision support tools using advanced modeling techniques and AI enhanced analysis.
Partner with Dalio Family Office Accounting to optimize inter entity structures, chargebacks, and compliance with philanthropic and nonprofit accounting standards.
Direct procurement, contract review, vendor evaluation, and implementation of financial controls that meet nonprofit stewardship expectations.
Maintain organizational compliance across finance, legal, grants management, and operational requirements including audit support and documentation standards.
Lead systems improvements including financial system upgrades, automation initiatives, workflow optimization, and adoption of AI enabled tools for forecasting, reporting, and procurement.
Manage and coach a small finance team, fostering a culture of accuracy, learning, innovation, and strong partnership with program, operations, and leadership teams.
Serve as a strategic advisor to senior leadership by translating financial insights into actionable guidance for mission delivery, program investments, and long-range sustainability.
Oversee cost optimization and resource allocation analyses including evaluation of program efficiency, operational performance, and funding utilization.
Support philanthropic reporting, donor compliance, and grant budgeting to ensure transparency and alignment with nonprofit best practices.
Ability to work flexible hours, including early mornings or late evenings, to support cross-time zone collaboration.
Adaptable to varying workloads, balancing periods of focused execution with lighter operational phases.
Additional duties as assigned.
Qualifications
Professional Experience:
Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field; MBA, CPA, or equivalent advanced credential preferred
12+ years of progressive experience in financial planning and analysis, corporate finance, nonprofit finance, consulting, or a related field
Proven leadership overseeing budgeting, financial modeling, forecasting, and executive-level reporting within complex organizations
High proficiency in Excel, financial modeling, BI tools, and familiarity with ERP or accounting systems (ideally in nonprofit or multi-entity environments)
Demonstrated experience applying AI tools and emerging technologies to financial workflows such as forecasting, analytics, automation, and scenario modeling
Experience improving systems and processes, including implementing new financial tools, dashboards, and data automation
Exceptional communication skills, including the ability to translate complex financial information for leadership, program teams, and philanthropic stakeholders
Strong strategic thinking and problem-solving ability, with a track record of building operational discipline in dynamic environments
Ability to thrive in a mission-driven setting with high standards of accuracy, stewardship, and adaptability
Leadership experience managing teams, developing talent, and cultivating cross-functional partnerships
Command of nonprofit financial management including restricted and unrestricted funds, grant accounting, donor reporting, and audit readiness, preferred
Personal Attributes:
Determined, resourceful and practical. An independent, self-starter, with a “roll up your sleeves” attitude and strong work ethic
Agility, with a track record of getting things done
Organized, reliable, and meticulous
Ability to prioritize, meet tight deadlines, anticipate needs, and maintain high quality work
Strong interpersonal and communication skills (written and verbal)
Comfortable with ambiguity
Maintains high standards
Highly collaborative
General curiosity and passion for the Ocean
Illustrative Benefits
Access to a World Class Exploration Vessel
100% company paid medical premiums
Friday summer hours
Monthly community happy hours
Hybrid work environment
2 One-Month Periods of Remote First Work
Free catered food services for in-office Thursdays
Generous PTO offering
Casual dress code
150% 401(k) match up to $7,500 and 100% match above $7,500 (15k match limit)
Gym reimbursement, backup childcare services, insurance, financial, and legal services, and much more!
Compensation Compensation for the role includes a competitive salary in the range from $205,000 - $240,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.
Please note that we do not provide immigration sponsorship for this position. OceanX is an Equal Opportunity Employer. All correspondence will remain confidential.
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Position Location New York City
Duties and Responsibilities
Lead the full enterprise budgeting cycle including annual, multi-year, program level while ensuring alignment with mission priorities.
Develop multi-year financial plans, advanced forecasting frameworks, and scenario analyses to guide strategic decision making.
Oversee monthly and quarterly financial reporting including consolidated financials, program level P&Ls, and nonprofit financial disclosures (e.g., 990, audited financials).
Create and maintain financial dashboards, analytics, and decision support tools using advanced modeling techniques and AI enhanced analysis.
Partner with Dalio Family Office Accounting to optimize inter entity structures, chargebacks, and compliance with philanthropic and nonprofit accounting standards.
Direct procurement, contract review, vendor evaluation, and implementation of financial controls that meet nonprofit stewardship expectations.
Maintain organizational compliance across finance, legal, grants management, and operational requirements including audit support and documentation standards.
Lead systems improvements including financial system upgrades, automation initiatives, workflow optimization, and adoption of AI enabled tools for forecasting, reporting, and procurement.
Manage and coach a small finance team, fostering a culture of accuracy, learning, innovation, and strong partnership with program, operations, and leadership teams.
Serve as a strategic advisor to senior leadership by translating financial insights into actionable guidance for mission delivery, program investments, and long-range sustainability.
Oversee cost optimization and resource allocation analyses including evaluation of program efficiency, operational performance, and funding utilization.
Support philanthropic reporting, donor compliance, and grant budgeting to ensure transparency and alignment with nonprofit best practices.
Ability to work flexible hours, including early mornings or late evenings, to support cross-time zone collaboration.
Adaptable to varying workloads, balancing periods of focused execution with lighter operational phases.
Additional duties as assigned.
Qualifications
Professional Experience:
Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field; MBA, CPA, or equivalent advanced credential preferred
12+ years of progressive experience in financial planning and analysis, corporate finance, nonprofit finance, consulting, or a related field
Proven leadership overseeing budgeting, financial modeling, forecasting, and executive-level reporting within complex organizations
High proficiency in Excel, financial modeling, BI tools, and familiarity with ERP or accounting systems (ideally in nonprofit or multi-entity environments)
Demonstrated experience applying AI tools and emerging technologies to financial workflows such as forecasting, analytics, automation, and scenario modeling
Experience improving systems and processes, including implementing new financial tools, dashboards, and data automation
Exceptional communication skills, including the ability to translate complex financial information for leadership, program teams, and philanthropic stakeholders
Strong strategic thinking and problem-solving ability, with a track record of building operational discipline in dynamic environments
Ability to thrive in a mission-driven setting with high standards of accuracy, stewardship, and adaptability
Leadership experience managing teams, developing talent, and cultivating cross-functional partnerships
Command of nonprofit financial management including restricted and unrestricted funds, grant accounting, donor reporting, and audit readiness, preferred
Personal Attributes:
Determined, resourceful and practical. An independent, self-starter, with a “roll up your sleeves” attitude and strong work ethic
Agility, with a track record of getting things done
Organized, reliable, and meticulous
Ability to prioritize, meet tight deadlines, anticipate needs, and maintain high quality work
Strong interpersonal and communication skills (written and verbal)
Comfortable with ambiguity
Maintains high standards
Highly collaborative
General curiosity and passion for the Ocean
Illustrative Benefits
Access to a World Class Exploration Vessel
100% company paid medical premiums
Friday summer hours
Monthly community happy hours
Hybrid work environment
2 One-Month Periods of Remote First Work
Free catered food services for in-office Thursdays
Generous PTO offering
Casual dress code
150% 401(k) match up to $7,500 and 100% match above $7,500 (15k match limit)
Gym reimbursement, backup childcare services, insurance, financial, and legal services, and much more!
Compensation Compensation for the role includes a competitive salary in the range from $205,000 - $240,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.
Please note that we do not provide immigration sponsorship for this position. OceanX is an Equal Opportunity Employer. All correspondence will remain confidential.
#J-18808-Ljbffr