Finance Associate

This role is remote (within commute distance to Manhattan). We prioritize the following locations for hiring: CA, CT, DC, GA, IL, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, VT

About the Roosevelt Institute

The Roosevelt Institute takes on today’s greatest public policy challenges by advancing bold, cutting-edge research and policy ideas. We believe that the future of the American economy and our democracy depends on a new way of thinking about markets and government–and have successfully engaged with policymakers and the media to inform and shape public debate. Too few people hold too much economic and political power today, and we know that a stronger society is possible if we rectify this imbalance between private actors and the public. With a commitment to transforming corporations, restructuring markets, reviving democratic institutions, and reimagining the role of government, our work moves our nation toward a more resilient, equitable, and green future.

The Roosevelt Institute is a think tank, a student network, and the nonprofit partner to the Franklin D. Roosevelt Presidential Library and Museum that, together, are learning from the past and working to redefine our collective future. Focusing on corporate and public power, labor and wages, and the economics of race and gender inequality, the Roosevelt Institute unifies experts, invests in young leaders, and advances progressive policies that bring the legacy of Franklin and Eleanor Roosevelt into the 21st century.

Our Culture

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 rewrite the rules of our social and economic realities stronger. Roosevelt is an equal opportunity employer and, as such 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 with diverse work and life experiences, diverse educational backgrounds, and diverse cultures to apply.

What You’ll Do

The Finance Associate plays a critical support role in our organization’s finance department. In this position, you will be responsible for processing all invoices and bills for payment, maintaining up-to-date vendor information, and ensuring timely and accurate payments. To be successful in this role, you’ll have a keen eye for detail, strong organizational skills, and the ability to manage competing priorities in a fast-paced environment. If you have experience in accounts payable, we encourage you to apply for this role supporting our organization’s important mission.

This position reports directly to the Senior Finance Manager, supporting the daily payable activities of the Institute c(3), its c(4) partner organization, the FDR Library and Museum program, and other fiscally sponsored programs. 

This is a non-management, unionized role. Union employees are eligible for a generous General Wage Increase each year in January.

Accounts Payable (AP)

• Review and process all invoices in Concur, employee health insurance billing, and monthly credit card reconciliations—checking for correct accounts, donors, cost centers, and supporting documentation
• Discern grants that may be charged for unrestricted invoices and expenses by reviewing grant material
• Ensure that all appropriate approvals are received for transactions and liabilities entry
• Complete semi-monthly AP Handoff duties to ensure accurate payment scheduling and consistency between Concur and accounting software; run monthly reports  
• Process AP cash disbursements and communicate related activity to the controller for monthly bank reconciliations
• Support our monthly and annual closing, ensuring all invoices and expenses are recorded in the correct period
• Deliver on AP-related audit requests and maintain the AP process guide
• Communicate all AP announcements to the team such as deadlines and process updates—responding to all staff and vendor inquiries related to AP
• Identify and implement AP process improvements through technology integration and automation

Finance Projects

• Support annual audits, tax return processing, and budget monitoring
• Conduct finance-focused training for new hires 
• Collaborate on the annual redrafting of the Fiscal Policies and Procedures Manual
• Assist with other projects, as needed

What You’ll Have

• 1 plus years of accounting experience (AP, AR, etc.); or
• Bachelor’s Degree or equivalent experience 
• Ability to occasionally commute to the Manhattan office
• Proven ability to connect data entry to finance and fundraising activities including needs and outcomes
• Strong verbal and written communication skills
• Excellent attention to detail 
• Able to meet deadlines while managing multiple tasks simultaneously
• Self-starter who can work independently and collaboratively
• Ability to maintain confidentiality when working with sensitive information
• Computer-proficiency, specifically in Excel and Google Workspace 
• Experience with accounting software 
• Familiarity with Concur a plus

Not sure if you meet all the qualifications? Please apply!

We know talent comes in many forms. Our only requirement is that you’re passionate about advancing democracy—to create meaningful change. Join our team and help envision a new equitable future for all.

The salary range for this role is $57,236.00 – $63,000.00 annually. The Roosevelt Institute offers excellent benefits that include 100% paid medical, dental, and vision for employees and 80% paid for dependents; life insurance; vacation; personal and sick time; paid parental leave; professional development; healthcare- dependent- and commuter FSA; and a 403(b) Retirement plan with up to 4% contribution.