Finance Manager

*This role is within commute distance to New York City, NY (Manhattan)

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.

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 reimagine the rules of our social and economic realities stronger. Roosevelt is an 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.

What You’ll Do

Reporting to the Associate Director of Finance (ADoF), the Finance Manager (FM) supports daily management of financial functions for Roosevelt Institute 501(c)3, its 501(c)4 partner organization, the FDR Library & Museum program, and the fiscally sponsored programs. The FM manages cash flow and balances, payroll and time management data in collaboration with the People team, as well as various special projects. In partnership with the ADoF, the FM manages relationships with external partners, such as payroll vendors, banks, and insurance brokers.

You’re a nonprofit finance professional who is excited to learn and be mentored. Ideal candidates are great communicators who thrive in a hands-on, goals- and deliverables-driven environment. The position works closely with the ADoF but has a great degree of autonomy.

This is a non-management (individual contributor), non-union role.

Essential Functions and Responsibilities

• Manage Cash Balances and Cash Flow
• Check bank accounts daily, review transactions, and alert the ADoF to any unusual activity
• Monitor bank account balances to ensure the appropriate accounts have a month’s worth of operating cash available and interest earnings are maximized
• Coordinate with Development to ensure income projections are up-to-date for semi-monthly cash flow and monthly budget analysis reports

Payroll, Compliance, & Reporting

• Collaborate with the People team to ensure employee data and payroll information is accurate and in compliance with (c)3 and (c)4
• Maintain and audit Finance employee files
• Manage and send (c)3 staff monthly lobbying hours for staff and send reports to CFO
• Partner with the Managing Director of Finance (MDoF) to manage insurance compliance and renewals in collaboration with People and Operations
• Manage annual updates of the Fiscal Policies and Procedures Manual and present updates to the Board’s audit committee
• Work with the ADoF on Grants Management including grant budget and funder reports; and produce monthly budget reports, conduct budget meetings, prepare taxes, and conduct annual audits
• Manage and iterate on new staff orientation re: fiscal policies and procedures
• Identify process improvement areas with other departments
• Respond to special requests that come to the finance team
• Collaborate with the finance team and senior team in other financial matters as required

What You’ll Have

• Bachelor’s or higher in accounting, or equivalent experience
• Demonstrated familiarity with nonprofit accounting, FASB, and GAAP
• Advanced Excel
• Demonstrated ability to communicate financial information verbally and in writing to internal and external audiences in an easy-to-comprehend manner
• Familiarity with AP and AR in nonprofit settings
• The ability to maintain a high level of integrity, trustworthiness, and confidentiality
• Energized by meeting goals, deliverables and deadlines
• Passion for the mission and values of the Roosevelt Institute’s diverse, goals-driven team
• Familiarity with FundEZ and SAP Concur desirable; Salesforce experience a bonus

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 $77,802.00 to $85,000.00 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.