Manager, Financial Planning & Analysis

Position Overview

TheRockefeller Foundations Finance Department plays a pivotal role in shaping strategic decisions through rigorous financial planning analysis and reporting. It encompasses a broad spectrum of functions including budgeting forecasting investment accounting payroll and compliance across domestic and international operations. The team partners closely with executive leadership program teams and external stakeholders to ensure financial integrity transparency and alignment with organizational priorities. With a strong emphasis on systems optimization cross-functional collaboration and capacity building the department drives continuous improvement and innovation in financial operations. This dynamic and high-performing team is structured across multiple levels offering opportunities for leadership technical expertise and strategic addition to supporting internal operations at The Rockefeller Foundation the team also contributes to building financial capacity in partner and affiliated entities.

Reporting to the Director Finance the Manager FP&A leads the development and enhancement of financial models and forecasts to inform strategic planning and optimize resource allocation.

Pay Range: $132000 to $147000. This represents the present low and high end of the Foundations pay range for this position. Actual pay will vary based on various factors including but not limited to experience.

Work Schedule: This role is based in New York on a hybrid work schedule and required to be in the office on Mondays Tuesdays Wednesdays and Thursdays.

Principal Duties and Responsibilities

• Strategic Financial Planning: Lead the development and refinement of annual budgets forecasts and multi-year financial models. Provide strategic insights on financial trends and risks to guide organizational priorities and resource allocation.
• Advanced Financial Analysis: Oversee complex analyses to identify drivers of financial performance including cost structures vendor relationships and grant utilization. Translate findings into actionable strategies and ensure successful implementation across teams.
• Decision Support & Scenario Modeling: Lead the design and execution of scenario analyses to inform organizational initiatives and funding decisions. Deliver clear persuasive recommendations to senior leadership enabling data-driven decision-making.
• Cross-Functional Business Partnering: Serve as a strategic advisor to program and operational leaders shaping financial strategies and operating plans. Champion the adoption of tools and processes that enable timely informed decisions across the organization.
• Presentation & Influence: Develop and deliver compelling presentations and dashboards that articulate financial narratives with clarity and impact. Influence senior stakeholders through strong storytelling and data visualization.
• Process Improvement & Leadership: Drive continuous improvement in financial systems and processes. Operate with broad autonomy proactively identifying opportunities and leading cross-functional initiatives to enhance organizational effectiveness.
• Perform additional responsibilities as assigned ensuring alignment with organizational goals and priorities.

Education Experience and Skills

• 7 years of progressive experience in financial planning and analysis with exposure to strategic decision-making and cross-functional leadership. Experience in financial services consulting or complex organizational environments preferred.
• Bachelors degree in Finance Accounting Economics or a related field required; Masters degree or MBA strongly preferred.
• Demonstrated success in leading financial planning processes including multi-year modeling scenario analysis and strategic forecasting.
• Deep understanding of GAAP/IFRS and advanced financial concepts including income statements balance sheets and cash flow analysis.
• Proven ability to act as a trusted advisor to senior stakeholders translating complex financial insights into actionable strategies.
• Expertise in identifying financial risks analyzing variances and developing mitigation strategies that align with organizational goals.
• Advanced skills in Excel and financial modeling; strong proficiency in visualization tools such as Power BI and Tableau to create impactful dashboards and narratives.
• Exceptional ability to craft and deliver persuasive presentations that influence decision-making at the executive level.
• Track record of driving enhancements in financial systems and processes to improve efficiency and decision support.

Qualifications and Competencies

• Data Oriented: Consistently achieves results by approaching work informed by data.
• Directs Work: Provides direction delegates and removes obstacles to get work done.
• Manages Complexity: Makes sense of complex high quantity and sometimes contradictory information to effectively solve problems.
• 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 commits to being self-aware and respectful and seeks to learn from new and different voices.

About The Rockefeller Foundation

The Rockefeller Foundation is a pioneering philanthropy built on collaborative partnerships at the frontiers of science technology and innovation that enable individuals families and communities to flourish. We make big bets to promote the well-being of humanity in food health energy and finance including through our public charity RF Catalytic Capital (RFCC). For more information sign up for our newsletter at and follow us on X@RockefellerFdn and LinkedIn@the-rockefeller-foundation.

The Rockefeller Foundation offers a comprehensive and competitive benefits package that includes health insurance programs tuition reimbursement and student loan repayment a generous 401K parental leave and various forms of paid time off all to help our employees feel energized cared for and engaged.

As an organization we focus on six values to advance our culture and continue our success. We are dedicated to being Transparent Optimistic Accountable Collaborative Trusted and Equitable. We expect all employees at the Foundation to contribute by developing their unique perspectives and talent challenging conventional wisdom through evidence and reason and amplifying marginalized voices.

The Rockefeller Foundation is committed to the principles of equal employment opportunity and compliance with all federal state and local laws concerning employment discrimination including the Americans with Disabilities Act. To this end the Foundation ensures equal opportunity to all employees and applicants regardless of race color age gender sexual orientation religion marital status national origin or ancestry citizenship lawful alien status physical mental and medical disability veteran status liability for service in the United States Armed Forces or any other protected status.

The Rockefeller Foundation is an Equal Opportunity Employer.