Advisor, Portfolio Management – P3

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $74.8k - $102.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Save the Children US

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1932

🤲 Charity

🤝 Non-profit

Charity • Non-profit

Save the Children US is a leading nonprofit charity focused on improving the lives of children in the United States and around the world. For over 100 years it has provided health and nutrition services, early childhood education, emergency response, and advocacy to protect children’s rights and wellbeing. The organization raises funds from donors (including options like cryptocurrency), partners with governments and agencies, and emphasizes transparency and cost-effectiveness in directing the majority of donations to programs that directly benefit children.

📋 Description

• Support budget development for grant proposals by partnering with program and country office staff to translate program needs into sound financial plans. • Conduct regular review of award portfolios, including oversight of life-of-award meetings, to identify and mitigate potential risks and coordinate with cost center staff to develop spend plans that align with scope of work and donor conditions. • Prepare donor spending reports ensuring data accuracy and compliance with donor and audit requirements. • Manage donor billing, including monitoring prompt receipt of receivables. • Ensure proper closeout of awards, aligning with donor requirements and SCUS awards management requirements. • Work on the development and implementation of the annual fiscal budget process for your portfolio, ensuring alignment with organizational goals and objectives. • Partner with country office leadership to develop and analyze financial projections and forecasts for awards portfolio, identifying and addressing financial risks. • Use financial data and historical spending to provide direction to cost centers, prepare financial projections, ensuring spending plans are aligned with organizational objectives and risk tolerance. • Conduct regular budget reviews of your awards to ensure proper and efficient use of funding and advise teams of spending. • Assist with the development of financial training materials and conduct regular trainings for finance and program staff on financial policies, procedures, and award compliance. • Work with Managing Director and Senior Director to update financial policies and procedures and implement best practices across the team. • Support the completion of needs assessments to identify staff training requirements, evaluate the effectiveness of training programs, and make improvements as needed. • Assist in training both internal and external stakeholders on various financial topics including: Budget holder guidance, Financial policies and procedures, Donor compliance and reports, Federal regulations, i.e. 2 CFR 200, EDGAR, and others. • Work with Sr. Director to ensure training needs are being met for both internal and external stakeholders for awards in your portfolio.

🎯 Requirements

• Minimum of a bachelor’s degree or equivalent experience, plus at least 5 years of relevant experience • Advanced knowledge and hands-on experience with Microsoft Excel and demonstrated ability to apply creative ideas for data compilations. • Demonstrated ability to support multiple stakeholders by providing sound financial data and guidance • Proven experience managing complex, multifunctional budgets • Willing and able to travel both domestically and internationally up to 25% of the time. • Professional proficiency in MS Office suite • Professional proficiency in spoken and written English • Professional proficiency in spoken and written Spanish.

🏖️ Benefits

• Flexible schedules and time off: Flexible schedules, generous PTO, 11 paid holidays plus 2 floating holidays, and hybrid working opportunities • Health: Competitive health care, dental and vision coverage for you and your family • Family: A variety of paid leaves: caregiver, parental/adoption, critical child illness and fertility benefits • Employee Rewards Program: Annual merit increases and/or additional incentives for eligible employees • Retirement: A retirement savings plan with employer contributions (after one year) • Wellness: 15 safety and wellness days annually (if hired on or after July 1, safety and wellness days prorated to 8 days), mental health benefits and support through Calm and company-hosted events • Employee Assistance Program: free and confidential assessments, short-term counseling, referrals, and follow-up services • Learning & Growth: Access to internal and external learning & development opportunities and mentorships