Finance Manager

Rosepat Opportunity Manager; San Francisco, Northern (CA, KY); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Healthcare coverage

Paid time off

Holidays

401(k) matching

Life insurance

Disability insurance

Family support

Wellness benefits

Job summary

ClimateWorks Foundation is seeking a Finance Manager to join the Finance team in advancing financial planning, analysis, and budgeting for funder proposal development, with oversight of grants and compliance. The role reports to the Senior Director of Finance and requires meticulous, independent work in a dynamic nonprofit environment.

You will lead budgeting, coordinate with program and partnerships teams, draft incoming funder budgets, monitor funding tables, and provide ad-hoc financial

Qualifications

• Four-year college degree with coursework in Finance or Accounting, or equivalent experience.
• At least seven years of professional experience in financial planning, modeling, and analysis.
• Highly organized and detail-oriented with strong analytical and problem-solving skills.
• Advanced computer skills in Microsoft Excel and proficiency with Word/Outlook.
• Understanding of nonprofit accounting and excellent communication.

Responsibilities

• Developing and maintaining current programmatic budgets; coordinating with Accounting on budget-to-actual reporting.
• Coordinating with other departments as part of budgeting and planning processes.
• Drafting incoming funder budgets in conjunction with Philanthropic Partnerships and Program teams.
• Organizing budget meetings, responding to funder questions, and providing ad-hoc financial analyses.
• Monitoring funding tables and contributing to cost recovery analyses and projections.

Skills

Financial analysis

Excel proficiency

Communication skills

Detail-oriented

Collaboration

Education

Bachelor's degree in Finance or Accounting

Tools

Workday

Asana

Job description

The Finance Manager is a member of the Finance team, performing financial planning, analysis, and budgeting for funder proposal development. They will also contribute to the team’s grantmaking process reviewing grantees’ financial position. They work in a dynamic environment requiring highly detail-oriented, independent, and professional work.

They will provide other support to the Finance team as needed. This position reports to the Senior Director of Finance.

The Finance and Grants department advances ClimateWorks’ mission by safeguarding the organization’s financial integrity and ensuring equitable, effective grantmaking and accounting practices. The team leads financial strategy, planning, and forecasting, and conducts comprehensive legal and financial due diligence for all outgoing grants and contracts. The department also oversees global financial operations—including banking, payroll, expenses, and travel—and strengthens grantee engagement by managing financial systems, processes, and grantmaking frameworks.

How you will contribute

The Finance Manager is responsible for the following duties, and others as assigned.

Financial Planning and Analysis:

• Developing and maintaining current programmatic budgets; coordinating with Accounting on budget-to-actual reporting.
• Coordinating with other departments as a part of the organizational budgeting and planning process.
• Drafting incoming funder proposal budgets in conjunction with Philanthropic Partnerships and Program teams; organizing budget meetings, as needed; responding to funder questions regarding submitted budgets.
• Contributing to cost recovery analyses and projections in collaboration with the Finance team, contributing to our organization priority of financial sustainability; maintaining reports related to pricing and cost recovery.
• Monitoring interest income accrued on funding sources and providing recommendations on usage.
• Reviewing and analyzing monthly funding tables including prospective and committed funding; coordinating with Philanthropic Partnerships, as needed.
• Providing ad-hoc financial analysis and/or analytical support as needed.

Grants and Funding Source Administration:

• Reviewing grantee financial documents (including financial statements and organizational budgets); preparing recommendations based on financial position, if any.
• Reconciling and updating funding sources.
• Providing other grants and contracts-related assistance as needed in coordination with the grants team.

Required qualifications

• Four-year college degree with coursework in Finance or Accounting, or equivalent experience
• At least seven years of professional experience including experience in financial planning, modeling, and analysis
• Highly responsible and responsive with a positive attitude
• Collaborative team player, both within the group and across the organization
• Must be highly organized and detail-oriented
• Strong analytical and problem-solving skills
• Excel at working with existing systems and resources while striving towards improvement
• Understanding of basic nonprofit accounting
• Advanced computer skills in Microsoft Excel; high proficiency with other Windows products, such as Word and Outlook
• Excellent communication and interpersonal skills

Having experience in the following areas is a plus:

• Adaptive / Workday
• Non-profit
• Asana
• Commitment to the mission of the ClimateWorks Foundation

Location

ClimateWorks Foundation is based in the San Francisco Financial District. This position is classified as US Flexible. Exceptional candidates can work from the SF office or from other locations, geographic differential applied to compensation based on local cost of labor.

Compensation

ClimateWorks offers an excellent benefits package and a competitive salary that is commensurate with experience (geographic differential applied based on location).

For US-based position the salary range is as follows:

Tier 1:$120,000 to $130,000 (SF Bay Area/NYC)

Tier 2:$110,000 to $120,000 (Other US locations)

ClimateWorks provides employees with a competitive benefits package, including:

• 100% healthcare coverage plans (medical, dental, and vision).
• 20 days of paid time off for first-year employees, with incremental paid time off in subsequent years; 14 paid holidays annually; and paid sabbatical leave for qualifying employees.
• 401(k) plan with contributions from ClimateWorks and matching employee contributions.
• Life insurance and disability (short-term and long-term) coverage.
• Support for families, including fertility, child, elder, and pet care.
• Access to physical wellness benefits (e.g., gym memberships, fitness equipment), financial wellness (e.g., financial planning services), and mental wellness (e.g., therapy and coaching).

Culture

ClimateWorks’ culture is rooted in our core values: collaboration, humility, curiosity, learning, and risk-taking. We come together around shared goals, draw strength from diverse perspectives, and face challenges with an open mind. We grow through experience and boldly experiment to drive meaningful impact in climate philanthropy. Together, we turn ambition into action—spotting big opportunities, convening people, and helping scale bold solutions.

As a globally distributed organization, ClimateWorks offers multiple opportunities each year for staff to meet in person, foster relationships, and enhance collaboration. Staff are expected to attend an in-town week in San Francisco, an all-staff retreat, and a department retreat annually.

About ClimateWorks Foundation

ClimateWorks Foundation is a catalyst for accelerating climate progress, driving bold solutions that benefit people and the planet. We connect funders and implementing organizations worldwide to identify and scale transformative solutions across sectors and geographies, achieving faster, greater impact together. Since 2008, ClimateWorks has granted over $2 billion to more than 850 grantees across 50 countries, working with over 80 funders.

ClimateWorks Foundation is an Equal Opportunity Employer

ClimateWorks Foundation is committed to the principles of equal employment opportunity and compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act. We make decisions about all aspects of our employment practices, without regard to race, color, age, national origin, religion, sexual orientation, gender, gender identity, marital status, sex (including childbirth, breastfeeding, and related medical conditions), pregnancy, uniform service member and veteran status, citizenship status, disability, protected medical condition, genetic information, or any other status protected under applicable federal, state, or local laws.

As part of our commitment to centering diverse people and perspectives and providing equal opportunities, we ensure that individuals with disabilities are provided with reasonable accommodations. If a reasonable accommodation is needed to participate in the job application process, please note that in your application.