Employment Opportunities

Director of FinanceEditorial Strategy Manager


DIRECTOR OF FINANCE

Location: New York, NY
Type: Full-time

ABOUT ROOSEVELT INSTITUTE

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.

Roosevelt is taking on some of the biggest issues facing our economy and society and putting out bold, cutting-edge research and policies. Our work ranges from thinking about how we restructure the world of finance to changing the way colleges and universities invest in their communities. In the past two years we released a bold agenda to rewrite the rules of the American economy which the Washington Post called a new manifesto for fighting inequality; framed the issues of financialization and corporate short-termism and issued a policy agenda that influenced the presidential race and key lawmakers; and crowd-sourced a blueprint for young people’s policy priorities. In July 2016, we were profiled by the New York Times Magazine for our role in advancing progressive policy change.

ABOUT THE POSITION

The Director of Finance at Roosevelt will support the CFO in building a culture of continuous process improvement on the finance team. The Director will be responsible for timely and accurate execution of financial functions necessary to manage a young non-profit with a growing but not guaranteed revenue stream. The Director will be the CFO’s thought partner in strengthening finance and development systems and will support the CFO, Director of Development, and CEO in their fundraising efforts. The successful candidate will also oversee grants and projects budgets management and will play an active role in the annual budget processes.

The position requires excellent 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 and the ability to run all grants management and spending reporting to 50+ institutional funders.

The ideal candidate will demonstrate commitment to continuous process improvement, a willingness to learn, and dedication to the Institute’s mission. 

ROLES AND RESPONSIBILITIES

Manage 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, ensuring timely and accurate bi-monthly processing and considering both the organizational budget and grants budgets.
  • Provide leadership and guidance on all aspects of accounts receivable, closely collaborating with the development team and proactively seeking information from the team that is pertinent for grants management.
  • Actively support the development team in the collection of income when applicable.
  • Review first drafts of bi-monthly cash flow reports prepared by FOA against other related financial reports.
  • Support CFO in the monthly balance sheet schedules preparation, ensuring adherence to deadlines and actively monitoring the necessary journal entries.
  • Produce monthly budget vs actual reports for all cost centers and review with FOA with the goal of identifying and correcting variances.
  • Build grants budgets with the development team and Library and ensure the budgets are entered in the accounting software and the grants management matrix.
  • Produce drafts of monthly budget vs actual grants reports and review with FOA for variances.
  • Become a go to person on grants management and provide training to the new staff on grants management and reporting requirements.
  • Collaborate with FOA and VP of HR on preparing the bi-monthly payroll checklist, actively engaging supervisors and Library to ensure accurate approvals and execution.
  • Partners with CFO and VP of HR on organizational benefits package, including cost comparison, back up for monthly payments, tracking COBRA and FSA and alike. 

 

  1. Manage the Institute’s financial functions, as outlined in the accounting policies and procedures, actively identifying areas for improvement.
  2. Take ownership of financial deadlines, ensuring timely and accurate completion of daily, weekly, bi-monthly, quarterly and annual deliverables.
  3. Provide leadership and guidance on all aspects of accounts payable, ensuring timely and accurate bi-monthly processing and considering both the organizational budget and grants budgets.
  4. Provide leadership and guidance on all aspects of accounts receivable, closely collaborating with the development team and proactively seeking information from the team that is pertinent for grants management.
  5. Review monthly income reconciliation reports prepared by the Finance and Operations Associate (FOA) and ensure they are ready for the CFO and the Development Director (DD)’s review.
  6. Monitor the supporting documentation for income to ensure audit readiness.
  7. Actively support the development team in the collection of income when applicable.
  8. Track accounts receivable, actively seeking updates from the development team, with the goal of connecting accounts receivable to the cash flow forecasts.
  9. Review first drafts of bi-monthly cash flow reports prepared by FOA against other related financial reports.
  10. Support CFO in the monthly balance sheet schedules preparation, ensuring adherence to deadlines and actively monitoring the necessary journal entries.
  11. Prepare monthly allocations entries for benefits, indirect and management expenses review with CFO.
  12. Prepare monthly allocations of projects expenses to the project grants and record the released income for review with CFO.
  13. Produce first drafts of monthly budget vs actual reports for all cost centers and review with FOA with the goal of identifying and correcting variances.
  14. Present second drafts of monthly budget vs actual reports to CFO, identifying issues that require CFO’s attention, proposing solutions and considering overall financial picture.
  15. Distribute final monthly reports to the heads of cost centers with a summary of the issues that require their attention, and actively seek monthly meetings to review budgets to date and forecasts for the remaining months.
  16. Build grants budgets with the development team and Library and ensure the budgets are entered in the accounting software and the grants management matrix.
  17. Produce first drafts of monthly budget vs actual grants reports and review with FOA for variances.
  18. Present second drafts of the monthly budget vs actual grants reports to CFO and DD with analysis of budget trends and recommendations for cost control and reduction for various grants.
  19. Distribute final monthly reports to the heads of cost centers/grants with a summary of issues that require their attention and actively schedule review meetings.
  20. Become a go to person on grants management and provide training to the new staff on grants management and reporting requirements.
  21. Share the grants report calendar with the development team and ensure grants budget reports are produced on time.
  22. Assist DD in producing budgets for all funding requests.
  23. Collaborate with FOA and VP of HR on preparing the bi-monthly payroll checklist, actively engaging supervisors and Library to ensure accurate approvals and execution.
  24. Support CFO and VP of HR in all payroll related efforts, actively identifying issues to address and areas for improvement.
  25. Review quarterly payroll reconciliations prepared by FOA, troubleshooting if necessary.
  26. Partners with CFO and VP of HR on organizational benefits package, including cost comparison, back up for monthly payments, tracking COBRA and FSA and alike.
  27. Support FOA as necessary in the annual preparation of forms 1099.
  28. Partner with CFO on the annual audit and tax return preparations.
  29. Take ownership of the management letter’s recommendations and lead efforts to address those in partnership with CFO.
  30. Take pride in mentoring FOA, acknowledge accomplishments and work with CFO on addressing professional development areas.
  31. Daily manifest integrity of the finance professional.
  32. Support CFO and the senior team in other financial matters as required.

QUALIFICATIONS 

  • 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 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 donors’ community personnel.
  • 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.

HOW TO APPLY:

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 equal opportunity employer and, as 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. No phone calls please. While applications will be accepted until the position is filled, interested parties are encouraged to apply by May 30, 2017. Initial interviews will be conducted over the phone or Skype. We will only contact applicants who are being considered for interviews.

SALARY AND BENEFITS:

Salaries at the Roosevelt Institute are competitive and 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 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.


EDITORIAL STRATEGY MANAGER

Location: New York, NY
Type: Full-time

ABOUT THE ROOSEVELT INSTITUTE

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.

Roosevelt is taking on some of the biggest issues facing our economy and society and putting out bold, cutting-edge research and policies. Our work ranges from thinking about how we restructure the world of finance to changing the way colleges and universities invest in their communities. In the past two years we released a bold agenda to rewrite the rules of the American economy which the Washington Post called a new manifesto for fighting inequality; framed the issues of financialization and corporate short-termism and issued a policy agenda that influenced the presidential race and key lawmakers; and crowd-sourced a blueprint for young people’s policy priorities. In July 2016, we were profiled by the New York Times Magazine for our role in advancing progressive policy change.

ABOUT THE POSITION

The Editorial Strategy Manager oversees the editorial process and timeline for the Roosevelt Institute’s print and digital work, shepherding external-facing products from conception to publication and ensuring that they meet Roosevelt’s standards of quality and clarity, align with Roosevelt’s branding, and fulfill organizational goals and objectives. The Editorial Strategy Manager serves as the central point person between program teams and the communication team on all products. Exceptionally strong writing skills – including the ability to write for a variety of audiences – are essential to succeeding in this position.

This position reports to the Executive Vice President and works closely with the VP of Research and Policy, the National Director of the Network program, and the Digital Manager.

ROLES AND RESPONSIBILITIES

• Contributes to editorial strategy and implements the release strategy for all publications, ranging from white papers to blog posts to social media feeds to email blasts.
• Serves as production manager on all Roosevelt publications, taking projects from beginning to end, working with project teams of writers, digital, creative teams, and editorial staff.
• Coordinates production timelines for planning and completion of graphics/photo packages, collaborating with the content strategy, design, and editing attached to each project.
• Works with relevant project leads and authors to shape editorial products, set and enforce deadlines, and meet grant deliverables.
• Serves as communications lead in research and Network meetings, and coordinates between programs and communications teams.
• Develops and monitors editorial calendar.
• Assists in producing and placing op-eds, one-pagers, blog posts, social media posts, and other editorial content to exploit news cycle opportunities.
• Creates, implements, and enforces editorial guidelines, including editing most publications.
• Manages external graphics designers and copy-editors as needed.
• Drafts weekly Roosevelt Institute Rundown e-mail.
The above statements are intended to describe the general nature and level of work being performed by the person holding this position. It is not an exhaustive list of all duties and responsibilities. The Roosevelt Institute reserves the right to amend and change responsibilities to meet organizational needs as necessary. This is a union position and may be subject to dues.

QUALIFICATIONS

• BS/BA degree (or equivalent) and 3+ years of experience in print editorial experience, as well as experience with social media and creative design.
• Exceptionally strong writing skills are a must.
• Strong project management, budget, and organizational skills.
• A deep understanding of social media platforms and their respective participants (Facebook, Reddit, YouTube, Snap, Twitter, etc.), and how they can be deployed in different scenarios.
• A good team player, with a flexible, self-motivated and hands-on approach.
• Acute attention to detail and ability to understand and maintain editorial and journalistic standards are imperative.
• Effective communication of information and ideas in written and verbal format, and in building and maintaining relationships.
• A demonstrated comfort with data-intensive publications and research.
• Understanding of economics policy is helpful, but not required.

HOW TO APPLY:

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 equal opportunity employer and, as 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 “Editorial Strategy Manager” in the title. No phone calls, please. While applications will be accepted until the position is filled, interested parties are encouraged to apply by April 15, 2017. Initial interviews will be conducted over the phone or Skype. We will only contact applicants who are being considered for interviews.

SALARY AND BENEFITS:

Salaries at the Roosevelt Institute are competitive and 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. This position is full-time salaried, union position and may be subject to dues.