Deputy Director of Finance

Roosevelt Institute NEW YORK, NEW YORK

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 the Position:

In partnership with the Director of Finance (DoF), the Deputy Director of Finance (DDF) is responsible for daily management of accounts payable and accounts receivable for Roosevelt Institute, its c4 partner organization, the FDRL program at the Institute, and the fiscally sponsored programs.  DDF supervises, mentors and trains two finance associates, and manages relationships with SAP Concur on payment processing, completing organization wide implementation and leading efforts to maximize system efficiencies and integrations.

DDF supports grants management processes and collaborates with the HR team on semi-monthly payroll preparations.  DDF works closely with IT on process and technology improvements as related to the finance team’s deliverables and is the primary liaison to other departments on finance policies and procedures. 

The position requires an experienced nonprofit finance professional with a minimum of 10 years of nonprofit accounting experience.  

The ideal candidate is comfortable with managing and mentoring entry-level finance staff, communicating financial information clearly to other departments, and implementing new technology solutions to finance operations.  They thrive in a hands-on, goals and deliverables-driven environment, and are proud of being meticulous and of meeting every deadline.  They are rigorous about protecting the Institute’s assets but also understand that having fun is part of the finance team’s success. 

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

Management of the finance team

  • Establish a finance team roles and responsibilities matrix ensuring staff job descriptions are current.
  • Coordinate the team’s monthly schedule to meet reporting deadlines.
  • Manage team meetings.
  • Supervise the associates as principal manager.
  • Manage training programs for the team.
  • Identify finance training and support needs for non-finance staff for skills improvement in the areas of accounting, reporting and internal control

Management of Systems, Tools, and Technology

  • Lead efforts to improve all operations of the finance team through the integration of new tools and technology.
  • Manage team IT needs serving as the contact for the IT Consultants.
  • Master SAP Concur and direct integration efforts with other systems.

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.
  • Manage monthly closing.
  • Produce expense reports as needed for employees, cost centers, and projects.

Management of 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.

Additional Responsibilities

  • Ensure all operations comply with the Institute’s Fiscal Policies and Procedures Manual and donor policies, enforce internal controls, and contribute to policy and procedure updates.
  • Produce monthly budget variance reports and distribute internally.
  • Lead annual preparation of forms 1099.
  • Identify areas for synergies and process improvements with other departments.
  • Collaborate with the DoF on payroll management and semi-monthly processing.
  • Produce additional reports as needed including cash flow reports, balance sheet schedules, and more.
  • Provide financial information which supports the DoF’s and CFO's projects and deliverables.
  • Partner with the DoF and CFO on the annual audit and tax return preparations.
  • Collaborate with the DoF, CFO and senior team in other financial matters as required.


  • Bachelor 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 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.
  • Enthusiastic supporter of meeting goals, deliverables, and deadlines.  
  • Enthusiastic supporter of a diverse, mission-driven team of professionals.
  • Strong supporter of the mission and values of the Roosevelt Institute.  


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