Finance and Business Planning Manager

COMPANY OVERVIEW

Founded by Melinda French Gates, Pivotal is a group of organizations working to accelerate the pace of social progress for women and young people in the U.S. and around the world.

Inspired by our founder, we reach across communities and sectors to bring together innovative thinkers who can scale up proven ideas and catalyze new ones. We learn from their experiences, amplify their resources, and support them as they lead.

Pivotal includes Pivotal Philanthropies, focused on charitable grantmaking and impact investing;
Pivotal Initiatives Fund, focused on policy and advocacy work; and Pivotal Ventures, focused on direct investments and partnerships.

ROLE DESCRIPTION

The Finance and Business Planning Manager partners closely with functional leads of all levels to provide strategic finance and planning support. This position plays an integral role in helping to drive accountability through activities such as financial reviews, planning, forecasting, ad hoc analysis, and budgeting support, as well as reviews of contract financial terms. This individual is highly analytical, an independent thinker, detail oriented, strategic, collaborative with exceptional partnership skills and able to support projects as needed.

ROLE RESPONSIBILITIES

Financial Planning, Budgeting & Forecasting (FP&A)

• Coordinate with respective teams to develop annual and multi-year team/function budgets by gathering and analyzing inputs to ensure timely completion and adherence to budget guidelines.
• Work with teams to help ensure areas stay within allocated budget by providing strategic support and facilitating informed decisions.
• Support teams in coordinating, monitoring and forecasting human capital planning and expenditures.
• Lead monthly and quarterly budget reviews with business leads, reviewing budget vs actuals, providing strategic insights on performance and forecasting, and facilitating discussions on upcoming business decisions with financial implications.
• Consolidate and synthesize financial and strategic insights from monthly cross-functional conversations to support the Sr. Director, Strategic Finance in gaining a comprehensive view of financial performance and forecasting across multiple entities and years.
• Inform and maintain forecasting models across multiple entities for annual and multi-year budgets, maximizing financial data from multiple systems to enable informed business decision and proactive financial risk management.
• Develop and tailor reporting and presentations for all levels of the business, including the Principal, to facilitate strategic insights and inform data-driven decision making.

Operational Finance, Systems & Controls

• Partner with the Accounting team to build and maintain standards in the financial management processes, structures and promoting financial integrity.
• Recommend, document, and assist with implementation of finance and accounting operational improvements.
• Collaborate with the Finance Systems Administrator and Tech teams to troubleshoot system issues, develop and implement reporting solutions, and enhance systems and process to improve efficiency and ease of system use.
• Partner with business owners and the legal department to execute scopes of work for relevant contracts, advising on financial terms and budget availability while also promoting financial stewardship.

Business Partnership & Cross-Functional Enablement

• Actively participate in functional team meetings and fosters a strong partnership with leadership/team members to maintain a pulse of daily and strategic business decisions, while providing financial insights and support as needed.
• Serve as a key knowledge stakeholder and participant in cross-functional projects, collaborating to improve business processes and ensure effective change management.
• Act as liaison to business partners by triaging inquires related to policies, expenses, and other financial matters, promoting financial stewardship and directing individuals to appropriate resources and points of contact for resolution.
• Respond to one-off financial requests from team members and assist with ad hoc projects
• Perform other duties as assigned.

Perform other job-related duties as assigned.

CORE COMPETENCIES

To perform this role successfully, individuals must demonstrate the skills and behaviors aligned with our Pivotal Principles that define what success looks like across all roles. These competencies reflect the expectations for how we work together, lead, grow, and deliver impact for all employees regardless of function or level.

Build and Maintain Trust

Act with integrity and foster an inclusive and collaborative work environment.

• Is Inclusive - Advance a culture of equity and belonging.
• Act with Integrity - Tell the truth, take responsibility for your actions, meet your commitments, and act ethically.
• Collaborate - Build trusting relationships and treat people with dignity and respect.

Drive Impact

Deliver high-quality work that is aligned with Pivotal Strategic Initiatives.

• Solve Problems -…