Director, FPA & Systems

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Officers & Senior Prog St Full Time 4GM, Off Ops, IT New York, New York, New York, NY, US

Salary Range: $ To $ Annually

Overview:

The Andrew Carnegie Foundation, originally established as Carnegie Corporation of New York, was founded in 1911 by Andrew Carnegie. Today, our funding supports the issues that Carnegie considered most important: education, democracy, and peace.

Our grantmaking is grounded in Andrew Carnegie’s vision to do “real and permanent good in the world.”

Position Summary:

The Andrew Carnegie Foundation is seeking a Director of Financial Planning, Analysis and Systems reporting to the Vice President, Chief Financial Officer. This position will be responsible for leading the budget process by providing financial analysis and reports and overseeing the processes, workflows and systems integration for the finance department.

Responsibilities:

• Review and document financial operations and related processes, identify areas for development, improvement, and streamlining including system workflows. Monitor the performance of all system integrations such as custody bank, expense reporting, grants management, and banking and make improvements as needed. Ensure financial operations align with organizational goals and best practice.
• Lead the research and implementation of new financial systems, including training administrators and end-users. Oversee all system setup features and finalize workflows for new and existing systems.
• Lead the budget process by:
  • Drafting and distributing instructions and templates to the departments and monitor deliverables.
  • Compile the budget information from the departments into summary schedules used to prepare reports presented to the President and Planning and Finance Committee.
  • Prepare the budget and projection upload files for the general ledger and review for completeness and accuracy.
  • Make recommendations to improve the budget process and implement approved solutions.
  • Serve as back up to the CFO as staff support for the planning and finance committee. Prepare materials as assigned.
• Provide departments and managers with budget to actual reporting and meet with departments regularly. Surface issues to CFO as needed.
• Collaborate with departments to understand their finance and financial reporting needs and deliver tailored solutions.
• Prepare the monthly Payroll, Benefits Allocation, and Investment Allocation entries for Controller review.
• Prepare monthly budget to actual analysis with focus on personnel related areas (compensation and benefits) working closely with HR for CFO review. Develop financial models for long-range and scenario planning.
• Approve budget coding for all administrative expenses.
• Develop key performance indicators and create a dashboard for CFO.
• Acting back up for:
  • Import and export the grants data between the general ledger and grants management system. Prepare the grant payments for review in the general ledger.
  • Review compliance of match limits for trustee and employee matching gifts before submission for payment.
  • Review and file 1099s prepared by the Senior Accountant.

Qualifications
:

• Bachelor’s degree in finance, accounting, business administration, data science or a related field.
• 7 years of experience in finance-related roles with a track record of leadership and impact.
• Advanced proficiency in Excel, including Power Query, Power BI and VBA.
• Knowledge of accounting, grants management, and expense reporting systems preferred.
• Demonstrated experience in rolling out systems and process changes across teams and organizations.
• Strong analytical skills with the ability to…