Director, FPA & Systems

Andrew Carnegie Foundation; New York (NY); On-site; USD 160,000 - 180,000; Full time

Benefits offered by this job

Employer-paid health insurance

Retirement plan contribution

Wellness program

Generous paid time off

Job summary

The Andrew Carnegie Foundation seeks a Director of Financial Planning, Analysis and Systems to lead budgeting, financial reporting, and finance systems integration. This role reports to the VP/CFO and will oversee system workflows, training, and committee materials.

Responsibilities include leading the budget process, developing financial models, and delivering tailored reporting. Onsite work in New York with strong emphasis on process improvement and governance.

Qualifications

• Bachelor’s degree in finance, accounting, business administration, data science or related field.
• 7 years of experience in finance roles with leadership impact.
• Advanced Excel skills including Power Query, Power BI and VBA.
• Experience with accounting, grants management and expense reporting systems.
• Experience rolling out systems and process changes across teams.
• Strong analytical ability to turn data into insights.
• Onsite work required.
• Employer-paid health insurance, retirement plan contributions, wellness program and generous PTO.

Responsibilities

• Lead budgeting process with templates, timelines and department coordination.
• Oversee system integrations and workflows across finance operations.
• Develop and implement new financial systems and training.
• Provide budget-to-actual reporting and surface issues to CFO.
• Create KPI dashboards for CFO and senior leadership.
• Prepare monthly payroll, benefits and investment allocations.
• Act as backup for planning and committee materials.
• Review grants match compliance and file 1099s as needed.

Skills

Excel

Power BI

Power Query

VBA

Analytical skills

Process orientation

Organizational skills

Team player

Education

Bachelor’s degree in finance or related field

Tools

Excel

Power BI

Power Query

VBA

Job description

The Andrew Carnegie Foundation, originally established as Carnegie Corporation of New York, was founded in 1911 by Andrew Carnegie. Today, our funding supports the issues that Carnegie considered most important: education, democracy, and peace.

Our grantmaking is grounded in Andrew Carnegie’s vision to do “real and permanent good in the world.”

Position Summary:

The Andrew Carnegie Foundation is seeking a Director of Financial Planning, Analysis and Systems reporting to the Vice President, Chief Financial Officer. This position will be responsible for leading the budget process by providing financial analysis and reports and overseeing the processes, workflows and systems integration for the finance department.

Responsibilities:

• Review and document financial operations and related processes, identify areas for development, improvement, and streamlining including system workflows. Monitor the performance of all system integrations such as custody bank, expense reporting, grants management, and banking and make improvements as needed. Ensure financial operations align with organizational goals and best practice.
• Lead the research and implementation of new financial systems, including training administrators and end-users. Oversee all system setup features and finalize workflows for new and existing systems.
• Lead the budget process by:
  • Drafting and distributing instructions and templates to the departments and monitor deliverables.
  • Compile the budget information from the departments into summary schedules used to prepare reports presented to the President and Planning and Finance Committee.
  • Prepare the budget and projection upload files for the general ledger and review for completeness and accuracy.
  • Make recommendations to improve the budget process and implement approved solutions.
  • Serve as back up to the CFO as staff support for the planning and finance committee. Prepare materials as assigned.
• Provide departments and managers with budget to actual reporting and meet with departments regularly. Surface issues to CFO as needed.
• Collaborate with departments to understand their finance and financial reporting needs and deliver tailored solutions.
• Prepare the monthly Payroll, Benefits Allocation, and Investment Allocation entries for Controller review.
• Prepare monthly budget to actual analysis with focus on personnel related areas (compensation and benefits) working closely with HR for CFO review. Develop financial models for long-range and scenario planning.
• Approve budget coding for all administrative expenses.
• Develop key performance indicators and create a dashboard for CFO.
• Acting back up for:
  • Import and export the grants data between the general ledger and grants management system. Prepare the grant payments for review in the general ledger.
  • Review compliance of match limits for trustee and employee matching gifts before submission for payment.
  • Review and file 1099s prepared by the Senior Accountant.

Qualifications

• Bachelor’s degree in finance, accounting, business administration, data science or a related field.
• 7 years of experience in finance-related roles with a track record of leadership and impact.
• Advanced proficiency in Excel, including Power Query, Power BI and VBA.
• Knowledge of accounting, grants management, and expense reporting systems preferred.
• Demonstrated experience in rolling out systems and process changes across teams and organizations.
• Strong analytical skills with the ability to synthesize complex data into actionable insights.
• Process oriented thinker that can develop or change redundant or ineffective workflows.
• Strong organizational and interpersonal skills; team player.
• Work onsite.
• Employer-paid health insurance, including medical, dental, life, and short-term disability, plus a substantial contribution to a retirement plan account, wellness program, and a generous paid time off program.

Salary Range:

$160,000-$180,000. New hires are typically brought into the organization between the minimum to midpoint of the salary hiring range posted depending on qualifications, experience, and internal equity.

The Andrew Carnegie Foundation is an equal opportunity employer committed to complying with all federal, state and local equal employment opportunity (“EEOC”) laws. The Andrew Carnegie Foundation strictly prohibits discrimination against any employee or applicant for employment because of the individual’s race, creed, color, sex, religion, national origin, age, sexual orientation, height and weight, disability, and any other characteristic protected by law. The Corporation abides by all applicable rules and regulations in its recruiting and employment practices including the Americans with Disabilities Act (ADA) and state disability laws.

Qualified candidates will be contacted for an interview.