Finance Associate

*To apply, please submit both a resume and cover letter. Deadline to apply is Sunday, March 9, 2025.

This role is onsite/hybrid and will require occasional travel to the Roosevelt Institute’s Midtown Manhattan office approximately 1–2 days per week.

We prioritize the following locations for hiring: New York, New Jersey, Connecticut, and Washington, DC, and welcome candidates from other states to apply as well.

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 reports directly to the Senior Finance Manager and works closely with the finance and operation teams to support the daily payable activities of the Roosevelt Institute, its (c)(4) partner organization, and the Franklin D. Roosevelt Library program at the Institute.

This is a non-management/individual contributor, unionized, team role.

Essential Functions and Responsibilities 

Accounts Payable:

• Review and process all invoices and employee expenses in SAP Concur and verify correct account, cost center, and supporting documentation. Follow up with invoice submitter for missing documentation and revisions to invoices and expense reports as needed
• Ensure SAP Concur items, including cost centers, accounts, approvers, and credit card permissions for travel are accurate and up to date
• Complete monthly credit card reconciliation and verify correct account, cost center, and supporting documentation. Follow up with credit card holders for missing documentation, expense classification, and tax refunds
• Record all invoices, expenses, and credit card activities in the accounting system
• Ensure that all required approvals are received for all transactions
• Submit semi-monthly AP batches for signatory review and payment
• Complete semi-monthly AP cash disbursements and communicate with controller for monthly bank reconciliations
• Assist with monthly and annual closing ensuring all invoices and expenses are recorded in the correct period
• Review the monthly vendor list and coordinate with invoice submitters and cost center approvers in preparation for monthly closing
• Host a monthly office hour to address staff inquiries and provide guidance on AP-related processes
• Identify and aid with AP process improvements and automation
• Maintain up-to-date digitization of all AP transactions, signatory approvals, and payment confirmations to the server
• Maintain an up-to-date list of all subscriptions and licenses and follow up with cost centers as needed
• Ensure finance resources and guides are current and accessible to all staff
• Respond to all staff and vendor inquiries related to AP
• Communicate all AP announcements and deadlines

Vendor Management:

• Approve new vendor requests in SAP Concur, ensuring backup documentation is accurate and complete
• Review and save to the server updated vendor W-9 and intake forms
• Enter new vendors into accounting system
• Maintain up-to-date vendor information in SAP Concur and accounting system

Finance Projects:

• Assist with annual audits, 990 preparation, budget creation, and 1099 filing
• Assist with annual updates to the Fiscal Policies Manual and the Finance Standard Operating Procedures Manual
• Assist with new hires’ finance orientations
• Assist with other projects as needed 

What You’ll Have

• Bachelor’s degree preferred, or equivalent experience required
• Ability to commute to the Manhattan office approximately 1–2 days per week
• Strong verbal and written communication skills
• Excellent attention to detail
• Ability to meet deadlines while managing multiple tasks simultaneously
• Ability to self-start and work independently and collaboratively
• Ability to maintain confidentiality when working with sensitive information
• Hardworking spirit, dedication, and teamwork
• Computer proficiency, specifically in MS Excel and Google Suite
• Experience with accounting software, FUND EZ a plus
• Experience in SAP Concur a plus
• Minimum of one year in a position that involved data entry management 

*To apply, please submit both a resume and cover letter. Deadline to apply is Sunday, March 9, 2025.

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

We know talent comes in many forms. Join our team and help envision a new equitable future for all.

The salary range for this role is $64,922 – $73,036 annually. The Roosevelt Institute offers excellent benefits that include 100 percent paid medical, dental, and vision insurance for employees and 80 percent paid for dependents; life insurance; vacation; personal and sick time; paid parental leave; professional development; healthcare, dependent care, and commuter FSA; and a 403(b) retirement plan with up to 4 percent contribution.

The Roosevelt Institute provides equal opportunity to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, national origin, ancestry, age, mental or physical disability, pregnancy, alienage or citizenship status, marital status or domestic partner status, genetic information, genetic predisposition or carrier status, gender identity, HIV status, military status and any other category protected by law in all employment decisions, including but not limited to recruitment, hiring, compensation, training and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.

To learn more about the Roosevelt Institute, please visit https://rooseveltinstitute.org/.

Roosevelt Institute, 570 Lexington Avenue, Fifth Floor, New York, NY 10022