Senior Associate, Financial Planning & Analysis bei The Rockefeller Foundation

Position Overview

The Rockefeller Foundation's Finance Department plays a pivotal role in shaping strategic decisions through rigorous financial planning, analysis, and reporting. It encompasses a broad spectrum of functions, including budgeting, forecasting, investment accounting, payroll, and compliance across domestic and international operations. The team partners closely with executive leadership, program teams, and external stakeholders to ensure financial integrity, transparency, and alignment with organizational priorities. With a strong emphasis on systems optimization, cross-functional collaboration, and capacity building, the department drives continuous improvement and innovation in financial operations. This dynamic and high-performing team is structured across multiple levels, offering opportunities for leadership, technical expertise, and strategic influence.  In addition to supporting internal operations at The Rockefeller Foundation, the team also contributes to building financial capacity in partner and affiliated entities.

Reporting to the Director, Finance, the Senior Associate, Financial Planning and Analysis, develops and refines financial models and forecasts to support long-term planning and resource allocation.

Pay Range: $105,400 - $122,300. This represents the present low and high ends of the Foundation’s pay range for this position. Actual pay will vary based on various factors, including but not limited to experience.

Work Schedule: This role is based in New York on a hybrid work schedule, and required to be in the office on Mondays, Tuesdays, Wednesdays, and Thursdays.

Principal Duties and Responsibilities

• Strategic Financial Planning: Independently develop and refine annual budgets, forecasts, and multi-year financial models. Assess financial trends and risks to inform long-term planning and resource allocation.
• Advanced Financial Analysis: Execute complex analyses to uncover drivers of financial performance, including cost trends, vendor dynamics, and grant utilization. Formulate actionable recommendations and guide implementation.
• Decision Support & Scenario Modeling: Design and execute scenario analyses to support organizational initiatives, public support requests, and release guidelines. Translate findings into clear, persuasive insights for senior stakeholders.
• Cross-Functional Business Partnering: Act as a trusted advisor to program teams, shaping operating plans and funding strategies. Ensure financial tools and processes support timely, data-driven decisions.
• Presentation & Influence: Craft compelling presentations and dashboards that communicate financial narratives with clarity and impact. Influence decision-makers through strong storytelling and data visualization.
• Drive improvements in financial systems and processes. Operate with a high degree of autonomy, proactively identifying opportunities and executing solutions across teams.
• And other duties, as assigned.

Education, Experience, and Skills

• Generally expected to have at least 5 years of relevant experience, preferably in banking and analyst programs or a financial services/consultancy firm.
• Ability to build multi-year financial models, perform scenario analysis, and forecast outcomes based on historical and market data.
• Deep understanding of GAAP/IFRS, income statements, balance sheets, and cash flow analysis.
• Skills in identifying financial risks, analyzing deviations from budget, and recommending mitigation strategies.
• Ability to act as a trusted advisor to program teams, translating financial insights into strategic recommendations.
• Proficiency in Excel, Power BI, Tableau, and other visualization tools to create dashboards and financial narratives.
• Ability to craft persuasive presentations that communicate financial narratives clearly to senior leadership.
• Bachelor’s degree in a related field.

Qualifications and Competencies

• Data Oriented: Consistently achieves results by approaching work informed by data.
• Decision Quality: Makes good and timely decisions that keep the organization moving forward.
• Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Strategic Learning: Actively learns through experimentation when tackling new problems, using both successes and failures as learning fodder.
• Values Differences: Recognizes the value of different perspectives, commits to being self-aware and respectful, and seeks to learn from new and different voices.

About The Rockefeller Foundation

The Rockefeller Foundation is a pioneering philanthropy built on collaborative partnerships at the frontiers of science, technology, and innovation that enable individuals, families, and communities to flourish. We make big bets to promote the well-being of humanity. Today, we are focused on advancing human opportunity and reversing the climate crisis by transforming systems in food, health, energy, and finance. For more information, sign up for our newsletter at http://rockefellerfoundation.org and follow us on X @RockefellerFdn.

The Rockefeller Foundation offers a comprehensive and competitive benefits package that includes health insurance programs, tuition reimbursement and student loan repayment, a generous 401K, parental leave, and various forms of paid time off, all to help our employees feel energized, cared for, and engaged.

As an organization, we focus on six values to advance our culture and continue our success. We are dedicated to being Transparent, Optimistic, Accountable, Collaborative, Trusted, and Equitable. We expect all employees at the Foundation to contribute by developing their unique perspectives and talent, challenging conventional wisdom through evidence and reason, and amplifying marginalized voices.

The Rockefeller Foundation is committed to the principles of equal employment opportunity and compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act. To this end, the Foundation ensures equal opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation, religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and medical disability, veteran status, liability for service in the United States Armed Forces, or any other protected status. 

The Rockefeller Foundation is an Equal Opportunity Employer.