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About the Role

Robin Hood is NYC’s largest local poverty-fighting philanthropy, investing in strategies to help New Yorkers permanently escape poverty. We are scaling impact at a population level for the 2.2 million New Yorkers living in poverty.

Responsibilities

Coordinate and update the roll-forward schedule for the investment portfolio, ensuring accurate tracking and timely reporting of monthly results to the Controller.
Calculate and analyze realized and unrealized gains and losses on the investment portfolio quarterly.
Record and process journal entries for investment transactions, including purchases, redemptions, and reclassifications.
Perform monthly reconciliations of investment balances, ensuring alignment between financial records, investment statements, and general ledger accounts.
Maintain and update investment-related documents and the investment manager’s contact list.
Review and prepare investment related documents for annual audit and IRS Form 990.
Prepare the GL entries for transactions related to investments and other bank transactions.
Collaborate with the OCIO as the primary point of contact for performance reporting, investment tracking, and cash flow management.
Support the implementation and integration of Fundriver for endowment and investment tracking.
Develop new processes related to endowment accounting and compliance.
Record journal entries for endowment-related transactions in Intacct and Fundriver.
Perform monthly reconciliations of endowment balances to ensure accuracy between Fundriver and the general ledger.
Prepare and provide cash roll-forwards and projections to the CFOO quarterly for committee meetings.
Conduct monthly cash flow analysis to ensure proper liquidity management.
Reconcile bank accounts monthly, ensuring accuracy in financial records.
Act as a liaison for the Partnership department, ensuring timely and accurate financial reporting to donors.
Prepare and deliver donor-specific financial reports in alignment with donor agreements and requests.
Execute monthly, quarterly, and annual allocations of funds across the organizational budget in accordance with approved budgets and donor agreements.
Perform reallocation JEs in the system.
Perform financial analysis related to restricted funding and initiatives based on budget owners' requests.
Assist in preparing budget vs. actual reports for restricted funds, ensuring accuracy and alignment with donor agreements and approved budgets.
Support financial variance analysis by identifying discrepancies between Intacct and Salesforce, as well as planned vs. actuals.
Work with the Director of FP&A and internal teams on planning and budgeting for restricted initiatives.
Utilize IBM Planning Analytics for financial reporting.
Serve as backup for revenue process and daily cash analysis.
Assist Controller, FP&A Director and CFOO with special projects as needed.

Requirements

Bachelor's Degree or equivalent in Finance, Accounting, or related field.
2 years of experience in Financial and Investment Analysts, Senior Finance Analyst, Finance Business Partner, or related positions.
2 years of experience in budgeting, forecasting, variance analysis, and financial reporting.
2 years of experience working in cross-functional or complex organizational structures and in partnering and providing operational support across departments.
2 years of experience in resource allocation and related financial processes.
2 years of experience preparing budget through actual reports using a bottom-up approach and consolidating departmental inputs include data modeling.
1 year of experience in the implementation of planning and budgeting software, system integration, and finance module usage.
2 years of experience in Excel skills, including data hygiene, performance tracking, reporting, and visualization.
1 year of experience with Salesforce, Intacct, or similar CRM and financial reporting systems.

Skills

Excel
Salesforce
Intacct
IBM Planning Analytics
Data hygiene
Performance tracking
Reporting
Visualization
Budgeting
Forecasting
Variance analysis
Financial reporting
Resource allocation
Data modeling

Location

New York City

Work Type

Hybrid

Experience Level

2 years
1 year

Education Level

Bachelor's Degree

Salary/Compensations

$88,000 – $97,000

Benefits

Medical insurance
Employer-paid covered dental and vision insurance
Employer-paid life and long-term disability insurance
Employer-paid Paid Family Leave premiums
403(b) retirement plan with employer match
12% employer contribution to a 401(a) retirement plan
Employer contributions to Health Spending Account
Pre-tax flexible spending account (FSA) for health care and dependent care expenses
20 days of accrued PTO
Separate Sick and Safe Leave bank
Paid Parental Leave
NYS Paid Family Leave

About the Company

Robin Hood is NYC’s largest local poverty-fighting philanthropy, and since 1988, we have invested $3 billion to elevate and fuel New Yorkers’ permanent escapes from poverty.
We create pathways out of poverty through our strategic partnerships on child care, child poverty, jobs, living wages, and much more.
We invest in best-in-class organizations operating effective programs.
We fund research to understand how poverty persists and what strategies are effective in fighting it.
We track grant outcomes and apply cost/benefit analyses to ensure every dollar we invest demonstrably improves the lives of low-income New Yorkers.
We offer management advice, strategic real estate consulting, board placement services, financial and communications coaching, leadership development, and other technical assistance to help our partners increase scale and impact.
We invest in new leaders, new organizations, and new ideas that have groundbreaking potential.
We partner with government and other funders to grow proven solutions in New York City and beyond so more people benefit from investments that work.

Equal Opportunity

Robin Hood is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity or expression, veteran status, arrest or conviction record, or any other status protected by applicable federal, state, or local law.
Applicants from diverse backgrounds are encouraged to apply.