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Director of Finance Full-time

at in New York (Published at 11-07-2019)


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. We also work closely with the FDR Library and Museum, serving as this government institution?s 501c3 partner.


Director of Finance at Roosevelt is the second in command on all financial matters, including accounting, budgeting, grants management, auditing, retirement plans, insurance, process improvements and more. The position works closely with CFO but will have a great degree of independence. The Director is responsible for timely and accurate execution of financial functions necessary to manage a growing nonprofit. The Director is the CFO?s thought partner, and the successful candidate is familiar and comfortable with financial management in nonprofit settings.

The position requires excellent planning and 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. The position mentors and manages a finance associate, a bookkeeper and many financial consultants. Some administrative oversight is required, including facility management.

The ideal candidate has a minimum of 5-7 years of experience in nonprofit finance, thrives in nonprofit settings, continuously looks for improvement of processes and enjoys managing a small team of new professionals.


  • Support CFO in managing all 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 and accounts receivable, ensuring timely and accurate bi-monthly processing and considering both the organizational budget and grants budgets.
  • Analyze monthly income reconciliation, prepare income reports, and ensure audit-readiness in terms of income supporting documentation.
  • Produce drafts of bi-monthly cash flow reports, carefully considering and linking the reports to AR, AP, non-budgeted expenses and bank balances.
  • Manage monthly balance sheet schedules preparation, ensuring adherence to deadlines and actively monitoring the necessary journal entries.
  • Produce drafts of monthly budget vs actual reports for all cost centers.
  • Build grants budgets with the development team and Library and ensure the budgets for awarded grants are entered in the accounting software and the grants management matrix.
  • Produce drafts of monthly budget vs actual grants reports for grant tracking.
  • Coordinate proactively with development team on financial reporting requirements and deadlines for all grants, and ensure financial reports are produced on time.
  • Prepare budgets for funding requests.
  • Lead bi-monthly payroll checklist processing, actively engaging supervisors, Library and VP in HR with the goal of ensuring timely and accurate approvals and execution.
  • Lead quarterly payroll reconciliations, preparing schedules for CFO?s review.
  • Partners with CFO on organizational benefits package, including cost comparison, back up for monthly payments, tracking COBRA and FSA and alike.
  • Lead annual preparation of forms 1099.
  • Partner with CFO on the annual audit and tax return preparations.
  • Support CFO and the senior team in other financial matters as required.


  • 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 a demonstration of 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 funders ?staff.
  • 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.


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 an equal opportunity employer and 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 or you may click on any of the links on the right. No phone calls please. While applications will be accepted until the position is filled, interested parties are encouraged to apply by July 31, 2019. We will only contact applicants who are being considered for interviews.


Salaries $100-$125K depending on experience. 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 a 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.

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