Director, Financial Planning, Analysis & Reporting
Job Details
New York - , NY
Full Time
Finance

SUMMARY:

Asia Society is looking for a new Director of Financial Planning, Analysis and Reporting, who is driven by their ability to cultivate an environment which supports open communication, and cross functional team work in developing and improving the organization's budgeting process, strengthening financial systems and reporting methods and structures at a pivotal time in Asia Society's history.

Reporting to the Chief Financial Officer, the Director of Financial Planning, Analysis and Reporting will play a key role in the organization's annual and multi-year budgeting processes, and the implementation of a new automated budgeting system. This is a leadership role, focused on driving change by improving monthly financial closing and analytical processes. The role will also focus on improvements to current financial reporting standards and creating dashboards for various stakeholders that are analytically informative, relevant, and crucial to decision-making processes. This position will assist the CFO and Controller in safeguarding internal controls and be the financial liaison with the grants management department.

The ideal candidate is meticulous with detail and precision, and a solid understanding of revenue recognition, restricted fund accounting and proficient in forecasting possessing solid analytical skills. The candidate should also be a team player, interacting with all departments of the organization, as well as the senior leadership team and other stakeholders. Relationship building and superior communication skills are critical to ensure a high level of integrity and collaboration.

 

RESPONSIBILITIES:

Budgeting and Forecasting

  • Work with the CFO on all budgetary planning and processes of the Asia Society, ensuring conformity within the strategic plan, including multi-year operating and capital expenditure budgets, and reserve funds programs.
  • Lead the fiscal year budget preparation and budget management (quarterly and mid-year reforecasts) throughout the year.
  • Hold budget meetings with budget owners to review process, answer questions, and ensure teams are on track with building their respective budgets.
  • Assist and guide departments in preparation of departmental, program, project, and grant budgets.
  • Oversee NetSuite budget module implementation and annual data loading process.

 

Financial Planning & Analysis

  • Serve as subject matter expert for financial modeling and forecasting, internal control procedures, and established best practices.
  • Improve and maintain a culture of planning and analysis.
  • Develop detailed project plans and process workflows.
  • Develop and maintain complex, multi-year financial models to forecast revenues and expenses, financial position, and cash flows.
  • Collaborate with department heads and senior managers on monthly budget to actual results and participate in quarterly financial update meetings with departments and global centers.
  • Enhance and develop departmental and management reports and for other internal/external stakeholders.
  • Assist in identifying and developing reporting around other KPIs.
  • Work with the CFO to design and distribute financial dashboards, reports and other materials based on analyses of historical outcomes, forecasts, and hypothetical scenarios to support decision-making by senior leaders.
  • Manage the release of monthly Temporarily Restricted Funds management and compliance oversight.
  • Maintain the calculation of rates for various internal service activities.
  • Support the CFO with visuals for analytic Board presentations.
  • In collaboration with the Controller, maintain a financial monthly close process management.

Grants Foundation/Government Grants/and Corporate Contracts/Agreement

  • Work with Developments Institutional team to prepare program/project budgets and forecasting.
  • Conduct monthly reviews to ensure proper spend down of grants.
  • Perform budget to actual grant analysis.
  • Work with Developments Institutional team to assess impact of underspent grants and assist in financial extensions of grants.

Other

  • The position will also assist the Controller in the annual audit and tax return filings.
  • Oversee cash flow management, corporate credit card programs, and travel reporting.
  • Report on and pursue outstanding payments (receivables) from funding sources.
  • Managing the organizations insurance policies.
  • With the Controller, oversee the maintenance of the NetSuite accounting system, general ledger, and financial reporting hierarchy for Asia Society.
  • Remain abreast of accounting and finance regulations to ensure organizational compliance.
  • Oversee and participate with special projects and work assignments, as needed.

REQUIREMENTS:

  • Bachelors Degree in Accounting or Finance with 10+ years non-profit accounting experience, including at least 5 in a leadership position within a $30M+ organization.
  • Strong analytical, budget, grant management, organizational and communication skills.
  • Expertise in developing project work plans, mapping workflows, and documenting approaches and outcomes.
  • Ability to establish credibility and effective working relationships with all levels of staff.
  • Demonstrated experience creating and streamlining financial reporting, which has resulted in increased efficiency and availability of useful financial information for organizational decision-making.
  • Ability to maintain accurate financial records and prepare clear and accurate reports for operational use.
  • Proficiency with accounting and other integrated systems, preferably NetSuite and Salesforce.
  • Knowledge of statistical analysis, research techniques, and financial forecasting methodology.
  • Ability to prepare and present oral and written presentations to Society management able to "tell a story" with numbers.
  • Collaborative, flexible and willing to take on tasks as necessary to achieve desired results.
  • Ability to direct and coordinate the work of others and conduct training as needed.
  • Ability to work both independently without close oversight and collaboratively as a team player who will productively engage with others at varying levels of seniority within and outside the finance team and organization.

About Asia Society

Asia Society, founded by John D. Rockefeller the 3rd in 1956, is a global non-profit dedicated to identifying future pathways for Asia and the world which enhance peace, prosperity, freedom, equality, and sustainability. Headquartered in NYC, with 15 Centers located in Asia, the US and Europe, Asia Society has a dynamic and impressive Board of Trustees of more than 70 international leaders representing thought leadership in policy, the arts, education as well as in governance and philanthropy.

 

Asia Society is committed to creating a diverse, inclusive, and empowering workplace. We believe that engaging staff, interns, and volunteers with diverse backgrounds enables us to better realize our mission of navigating shared futures.

 

Asia Society offers a generous benefits package including health, dental, and vision coverage, a 403(b) retirement plan, numerous paid holidays, tuition reimbursement, self-development hours, and more. Please visit www.asiasociety.org/about/careers and click on “Employee Benefits” to view our full benefits summary

 

Benefit package highlights:

  • An HRA plan (fully funded by Asia Society) supplements our medical plan and covers the full annual deductible.
  • After 1 year of service (1,000 hours), Asia Society contributes 6% of gross earnings to an eligible employee’s 403(b) account, regardless of whether the employee makes their own contributions.
  • Asia Society offers Self-Development time off, including Self-Development Summer Fridays between July 4th and Labor Day.

Asia Society is an equal opportunity employer. Women and people of color are strongly encouraged to apply.

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