Associate Director of Finance

Roosevelt Institute New York, New York $90000.00 to $100000.00 per year

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.

Purpose of Position

Reporting to the Director of Finance (DoF), the Associate Director of Finance (ADF) supports daily management of financial functions for Roosevelt Institute, its c4 partner organization, the FDRL program at the Institute, and the fiscally sponsored programs.  The ADF supervises, mentors and trains two finance associates, who are primarily responsible for accounts payable, accounts receivable and communications with staff of the organization.  In cooperation with the DoF, the ADF manages relationships with external partners, such as SAP Concur, FundEZ, American Express and the IT consultants with the goal of maximizing system efficiencies and integrations. In addition, supported by the DoF, the ADF works closely with the development team on grants management and with the HR team on payroll backups.

This new position is best suited for a nonprofit finance professional with a minimum of 3-5 years of nonprofit finance and accounting experience, willing to learn and be mentored. 

The ideal candidates enjoy learning and mentoring.  They are great communicators who thrive in a hands-on, goals and deliverables driven environment.

The position works closely with the DoF but has a great degree of independence.

Essential Functions and Responsibilities

Management of the finance team

  • Lead, mentor, and support the finance associates as principal manager.
  • Manage professional development for the associates.
  • Coordinate the team’s monthly schedule to meet reporting deadlines.
  • Manage team meetings.
  • Establish a finance team roles and responsibilities matrix ensuring staff job descriptions are current.

Management of Accounts Payable

  • Direct accounts payable processes ensuring timely and accurate semi-monthly processing.
  • Review all invoice and encumbrance entries considering the organization’s policies, budget, and grants budgets.
  • Produce monthly budget variance reports and distribute internally.
  • Manage monthly closing with support of the DoF and the Controller
  • Produce expense reports as needed for employees, cost centers, and projects.
  • Master SAP Concur and identify areas for improvements and efficiencies.

Support Accounts Receivable and Grants Management

  • Collaborate with the Development and Library departments to manage daily cash inflows and deposits.
  • Oversee all AR invoices, deposits, and reports produced by the associates.
  • Collaborate with the DoF on all aspects of AR and Grants Management.

Management of Systems, Tools, and Technology

  • Lead efforts to improve all operations of the finance team through the integration of new tools and technology.
  • Serve as the main liaison with the IT Consultants.

Additional Responsibilities

  • Support team compliance with the Institute’s Fiscal Policies and Procedures Manual and donor policies, enforce internal controls, and contribute to policy and procedure updates.
  • Partner with the DoF and CFO on the annual audit and tax return preparations
  • Collaborate with the DoF and HR on payroll management
  • Produce additional reports as needed.
  • Collaborate with the DoF, CFO and senior team in other financial matters as required.
  • Identify areas for synergies and process improvements with other departments.


  • Bachelors or higher degree in accounting.
  • Demonstrated familiarity with nonprofit accounting, FASB and GAAP.
  • Advanced Excel skills.
  • Familiarity with FundEZ and SAP Concur desirable; Salesforce experience a bonus.
  • Familiarity with AP and AR in nonprofit settings.
  • Demonstrated ability to manage entry-level finance staff.
  • Strong writing and verbal communication skills.
  • Demonstrated ability to communicate financial information verbally and via email to internal and external audiences in an easy to comprehend manner.
  • Model of integrity, trustworthiness and confidentiality.
  • An enthusiastic supporter of meeting goals, deliverables and deadlines.
  • An enthusiastic supporter of a diverse, mission-driven team of professionals.
  • A strong supporter of the mission and values of the Roosevelt Institute. 


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