This is an interim backfill role to cover for an employee who will be out on parental leave. The duration of the assignment is targeted for 18 months starting in the March-April 2019. However, the start and end dates may change.
The Finance, Planning and Analysis team is seeking an energetic, collaborative Finance Associate to provide business and financial analysis support to Program Strategy Teams (PSTs). Key responsibilities include partnering with the Global Health program team in grantee financial assessment and grant investment structuring, including complex transactions. Other key responsibilities include supporting the Program CFO and Finance Managers in annual budget and financial planning, resource allocation and ad hoc projects.
Critical skills for success include solution-orientation and a proactive approach to responsibilities. Experience using financial/data analysis and modeling skills in an advisory role are necessary in building strong relationships with key partners, including the Global Health leadership team.
The Finance Associate must be effective at influencing with exceptional partnership and communication skills. Most importantly, s/he must be passionate about the Foundation’s mission, particularly in addressing the educational inequities that exist today.
Strategy and Financial/Budget Planning (15%)
- Support annual budgeting and financial planning.
- Collaborate with the program team(s) to produce detailed, dynamic 4-year investment budgets/targets, including risk assessment and scenario modeling.
- Partner with the Strategy, Planning, & Management (SPM) team to optimize/allocate resources across portfolios of investments, using a fluid capital market approach.
Forecasting Management (15%)
- Provide forecast support and portfolio allocation management.
- Monitor actuals and forecasts to budget, with risk assessment and produce variance analysis.
- Build tools and reports to plan and monitor workflow, monitor/inform forecast and payout performance.
Investment Analysis (50%)
- Ensure grantee financial performance, e.g., perform new grant and annual progress report budget reviews, conduct financial diligence, review grant proposal summaries, evaluate budget forecasts, and assess the financial health of organizations to ensure potential funding meets the Foundation's grant-seeker requirements, strategic goals, and programmatic missions.
- Provide support on complex analysis with a financial component, as well as complex financial transactions, including PRIs.
Cross-Foundational / Project based (20%)
- Participate in PST-related and cross-foundation projects to develop financial analyses and best practices in support of effective investment-making and management and industry analysis/market dynamics (e.g. Tableau reporting, clinical trial cost benchmarking, etc.).
- Respond to internal and external portfolio data requests and analysis.
- Broad knowledge of finance (corporate, global markets)
- Financial and strategic planning; analytical, numerical and financial modeling skills
- Strong relationship building skills
- Business plan development and evaluation
- Basic project management skills
- Ability to translate data into user friendly tools/resources
- Global Health experience preferred, but not required
- Knowledge of developing country economics and dynamics preferred, but not required
- Intellectual curiosity
- Ability to absorb and quickly distill significant amounts of information
- Ability to influence without formal authority
- Negotiation skills
- Solution and action orientation
- Advanced Excel (pivot tables, VB Scripts, SQL)
- Good sense of humor