Finance Associate, Community Matters and Foundation

Point72; Stamford (CT); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading global investment firm is seeking a Finance Associate to support financial planning and analysis for its philanthropic foundations. The role involves budgeting, analysis, and reporting in a collaborative environment. Ideal candidates will have a Bachelor's degree and 3+ years of relevant experience, with strong skills in Excel and financial analysis.

Benefits

Comprehensive health benefits

Parental leave

Volunteer opportunities

Affinity groups

Wellness programs

Tuition support

401(k) plan with employer match

Qualifications

• 3+ years of financial analysis and reporting experience in a non-profit.
• Knowledge of budgeting, grants, financial analysis, and data visualization.

Responsibilities

• Support annual budget preparation and analyze historical data.
• Conduct financial and data analysis to support decision-making.
• Prepare internal reports on budget to actuals and cash flow.

Skills

Financial Analysis

Data Visualization

Problem Solving

Attention to Detail

Organizational Skills

Education

Bachelor’s degree

Tools

Excel

Workday

Salesforce

Microsoft Office 365

Job description

Finance Associate, Community Matters and Foundation

Join to apply for the Finance Associate, Community Matters and Foundation role at Point72

Finance Associate, Community Matters and Foundation

Join to apply for the Finance Associate, Community Matters and Foundation role at Point72

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Finance Associate, Foundation

We are looking for a Finance Associate specializing in Financial Planning and Analysis (FP&A) to join our team based in Stamford, CT. You will report to the Director of Finance and Operations of the Steven & Alexandra Cohen Foundation and the Amazin’ Mets Foundation. Your role will support financial planning, analysis, and reporting functions to advance the organizations' missions and philanthropic visions. You will work closely with a collaborative, dynamic team in a growth-oriented, fast-paced environment.

About the Foundations and Team
The Steven & Alexandra Cohen Foundation is dedicated to inspiring philanthropy and community service through grants supporting nonprofit organizations in the U.S. that help those in need or address complex issues. Since 2001, the Cohens have donated over $1.2 billion to various causes including healthcare, education, arts, environment, and disease research. The Foundation collaborates closely with Point72’s Inclusion and Community team and the Amazin’ Mets Foundation, offering a unique opportunity to work across multiple organizations in a highly collaborative environment.

Responsibilities
Budgeting
• Support annual budget preparation, analyzing historical data and future forecasts
• Assist in preparing departmental and program budgets
• Help load budgets into Workday
• Track spending and prepare budget-to-actual reports

Analysis
• Conduct financial and data analysis to support decision-making
• Collaborate with program teams on financial analysis, data visualization, and report building
• Review grantee budgets and financial statements as needed

Reporting
• Prepare internal reports on budget to actuals, cash flow, and grant spending
• Support external reports such as the Foundation’s annual report, audit, and IRS filings
• Collaborate on building reports in Workday, Salesforce, and other systems

Other
• Act as a resource for non-finance team members on financial topics
• Support process improvements and automation efforts
• Participate in finance projects and system implementations

Minimum Qualifications
• Bachelor’s degree
• 3+ years of financial analysis and reporting experience in a non-profit
• Knowledge of budgeting, grants, financial analysis, and data visualization
• Advanced Excel skills (formulas, pivot tables, formatting)
• Strong problem-solving, attention to detail, and ability to thrive in a fast-paced environment
• Familiarity with data analysis tools and databases
• Excellent organizational and relationship management skills
• Self-motivated and proactive
• Proficient in Microsoft Office 365
• Commitment to high ethical standards

Benefits
We invest in our people through comprehensive health benefits, parental leave, volunteer opportunities, affinity groups, wellness programs, tuition support, and a 401(k) plan with employer match.

About Point72
Point72 is a leading global alternative investment firm led by Steven A. Cohen, with over 30 years of investing experience. We focus on delivering superior returns through diverse strategies and are committed to attracting top talent and fostering long-term growth. For more information, visit www.Point72.com/about.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

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