Finance Associate, Community Matters and Foundation

Point72 Asset Management, L.P; Stamford (CT); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic team as a Finance Associate specializing in Financial Planning and Analysis. This role offers the opportunity to support budgeting, financial analysis, and reporting for impactful foundations. You will collaborate with a dedicated team in a fast-paced environment, contributing to philanthropic initiatives that make a difference in the community. With a commitment to ethical standards and a focus on employee well-being, this innovative firm provides a supportive atmosphere for professional growth and personal fulfillment. If you are passionate about finance and philanthropy, this is the perfect opportunity for you.

Benefits

Fully-paid health care benefits

Generous parental and family leave policies

Volunteer opportunities

Support for employee-led affinity groups

Mental and physical wellness programs

Tuition assistance

401(k) savings program with employer match

Qualifications

• 3+ years of financial analysis experience in a non-profit setting.
• Advanced Excel skills and knowledge of budgeting and grants.

Responsibilities

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

Skills

Financial Analysis

Budgeting

Data Visualization

Problem Solving

Attention to Detail

Quantitative Analytical Skills

Relationship Management

Education

Bachelor’s Degree

Tools

Excel

Workday

Salesforce

Microsoft Office 365

Job description

Finance Associate, Foundation

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

A Career with Point72’s Foundation and Community Team

The Steven & Alexandra Cohen Foundation is committed to inspiring philanthropy and community service. We do this by creating awareness, offering guidance, and leading by example to show the world what giving can do. Our grants support public 501(c)(3) nonprofit organizations based in the United States that either help people in need or solve complex problems. We also spearhead grassroots campaigns to encourage others to give.

Steve and Alex Cohen launched their family Foundation in 2001. Over the past two decades, they have given over $1.2 billion in gifts to organizations that improve children’s healthcare and education, serve the underserved, support the arts, protect the environment, and further Lyme and tickborne disease research. Their giving reflects a personal connection with the causes they champion, however, it isn’t limited to these particular areas.

The Steven & Alexandra Cohen Foundation, Point72’s Inclusion and Community team, and the Amazin’ Mets Foundation share leadership and often collaborate on initiatives to strengthen their collective efforts. This exciting opportunity offers you the ability to work within a highly collaborative team across multiple organizations, where no two days are the same.

What You’ll Do

Budgeting

1. Support the annual budget preparation for the Foundations, including analyzing historical actuals and future forecasting.
2. Support Foundation and Community staff by preparing department and program budgets.
3. Assist with loading budgets into the finance system of record, Workday.
4. Help track spending against budgets and prepare budget to actual reports for management.

Analysis

1. Conduct financial and data analysis to support organizational knowledge building and decision making.
2. Act as a thought partner to the program teams and provide support with financial and data analysis, data visualization, and report building.
3. Review grantee budgets and financial statements as needed.

Reporting

1. Help prepare internal monthly, quarterly, and annual reports for leadership, including but not limited to budget to actuals, cash flow projections, and grant spending.
2. Prepare schedules in support of external reports and filings, such as the Foundation’s annual report, annual audit, and 990-PF and 990-T.
3. Collaborate with Foundation team members and corporate office technical experts to build out the Foundation’s delivered reports in Workday, Salesforce, and other information systems.

Other

1. Act as a resource and thought partner to non-finance team members on financial related topics.
2. Support ongoing efforts to improve processes and automate manual tasks and propose strategies to make operations more efficient.
3. Support finance-related projects and implementations as needed.

What’s Required

1. Bachelor’s degree.
2. 3+ years of financial analysis and reporting experience in a non-profit setting.
3. Demonstrated knowledge of budgeting, grants, financial analysis, report building, and data visualization.
4. Advanced Excel skills with knowledge of formulas, pivot tables, conditional formatting, and data visualization.
5. Someone who is a skillful problem solver, resourceful, thrives in a fast-paced environment, and has strong attention to detail.
6. Strong quantitative analytical skills and familiarity with data analysis and database tools.
7. Excellent organizational skills, ability to meet deadlines, and manage multiple priorities.
8. Superb relationship and customer management skills.
9. Self-motivated, self-reliant with a hands-on approach.
10. Proficient in Microsoft Office 365.
11. Commitment to the highest ethical standards.

We Take Care of Our People

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

1. Fully-paid health care benefits.
2. Generous parental and family leave policies.
3. Volunteer opportunities.
4. Support for employee-led affinity groups representing women, people of color, and the LGBTQ+ community.
5. Mental and physical wellness programs.
6. Tuition assistance.
7. A 401(k) savings program with an employer match and more.

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit www.Point72.com/about.