Finance Manager, Financial Planning & Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• You will offer business and financial assistance to country offices and programs, involving daily participation in financial planning and analysis, operational plans, budgeting, reporting, forecasting, and communicating the outcomes of these business processes.

• You will also ensure that systems and processes are established to deliver timely financial reporting and rigorous data analysis, creating a financial function that meets current demands and can quickly adapt as the organization continues to grow and evolve.

• Your role will encompass budgeting and financial planning, resource allocation, and providing support for various foundation-wide projects.

• You will primarily assist the team in three key areas: investment reviews, partner due diligence, and portfolio management.

• Specific duties include: Investment Analysis & Due Diligence, which involves conducting investment analyses, including organizational due diligence, reviewing grantee/contractor budgets, subsequent payment evaluations, and other related tasks for investments made by the supported program teams.

• Carry out financial and risk analysis to facilitate informed investment decisions.

• Lead organizational assessments and due diligence of essential grantees and partners; create action plans to address findings and measure progress toward organizational outcomes.

• Evaluate the financial and organizational health of entities through financial statement reviews and discussions with CFOs and other finance personnel.

• Analyze and develop business plans while conducting financial sustainability assessments for organizations and specific projects.

• Investment Structuring & Advisory involves structuring effective investments and formulating appropriate risk mitigation strategies.

• Offer recommendations during investment negotiations and determine payment sizing.

• Provide guidance on enhancing the organizational capacity of crucial partners.

• Portfolio Management & Financial Reporting includes internal financial reporting and analysis to support strategic resource allocation, internal budget oversight, pipeline management, and budgeting forecasts.

• Assist in preparing financial presentations for program team leadership utilizing internal systems like INVEST and Power BI.

⛳️ Requirements

• A Bachelor’s degree and a minimum of 3 years of proven experience.

• Strong analytical skills, particularly in financial modeling and investment/deal structuring.

• Proficiency in Excel and other analytical tools.

• In-depth knowledge of risk management and due diligence processes.

• Strong analytical, quantitative, and modeling capabilities applicable to a wide range of business models and transaction types.

• Comprehensive understanding of how to convey complex financial concepts to partners from various backgrounds, including leadership, program staff, grantees, and other operational resources within the foundation.

• Expertise in synthesizing skills, absorbing, and quickly distilling substantial amounts of information.

• Proficient in reading and analyzing financial statements.

• Excellent project management abilities and capacity to manage multiple projects or support several teams concurrently.

• Strong relationship management skills.

• Extensive experience in financial analysis, budgeting, forecasting, business planning, and developing business cases.

• Significant experience in implementing and utilizing financial processes and systems.

• Familiarity with AI tools, especially Claude, is a valuable asset but not mandatory.

🏝️ Benefits

• [Insert benefits details here]

• [Insert benefits details here]