Deputy Director, Financial Planning

ABOUT:  New America is dedicated to realizing America's promise in an era of rapid technological and social change. At New America, our research and policy recommendations focus on five key thematic areas: education from birth to workforce; family economic security and wellbeing; people- and planet-centered global politics; political reform and civic engagement; and technology and democracy. In each area of our work, we prioritize equity, elevate the stories of people closest to the public problems we seek to solve, invest in the next generation of leaders, and intentionally engage with local perspectives.

PRIMARY FUNCTION: The Deputy Director of Financial Planning & Analysis (FP&A) leads organizational budget development, oversight of fiscal grant management functions, assistance with financial reporting efforts, as well as the maintenance of financial systems, policies, and procedures.  This position supervises two finance personnel and reports directly to the Senior Director of Finance.  The incumbent will be expected to provide timely, accurate, and meaningful financial data and analysis to the Sr Director of Finance, program personnel, external stakeholders, and other NA leadership as necessary.

RESPONSIBILITIES:

Team Leadership & Management

• Supervise, mentor, and develop a team of Financial and Grants Analysts, fostering professional growth and accountability.
• Ensure effective coordination between Finance, Grants, and Program teams to maintain accurate reporting and compliance.
• Promote a culture of continuous improvement, collaboration, and data-driven decision-making within the finance function.

Financial Reporting and Compliance

• Own the organizational revenue recognition process, ensuring accurate application of cash receipts
• Generation and review of internal financial analysis, including but not limited to budget-to-actual reports, program needs and fundraising performance reports, and other routine or ad hoc financial reports as necessary for managerial decision making
• Along with the Senior Director of Finance, facilitate the Single Audit process and provide appropriate accounting schedules and support
• Assist with the NICRA calculation and negotiation
• Reconcile, monitor, and report on Development Unit fundraising performance against stated goals
• Conduct quarterly reconciliation between the General Ledger and Salesforce data.

Budgeting

• Coordinate the annual budget process in conjunction with the Senior Director of Finance, including preparation of budget analysis and historical performance necessary to inform decision-making
• Provide training and support for all budget functions, guiding Program areas through the budget process, from input to approval
• Review financial plans and completed budgets

Financial Systems & Practices

• Develop, maintain, and implement financial policies and accounting practices
• Maintain an effective Chart of Accounts, sufficient to allow consistent and reliable financial reporting
• Oversee the implementation of new accounting software, in addition to the regular maintenance and functionality of accounting and finance software for finance department and end users
• Manage the interface between the General Ledger and SalesForce (NA fundraising software)

Fiscal Grants Management

• Oversight of the Grants Management function of the organization, including direct supervisory responsibility for the Financial Analysis & Grants Manager and the Grants & Financial Analyst.
• Provide additional support for all direct and ancillary grant management functions exceeding FAGM and GFA position capacity
• Provide leadership and strategic direction in improving the grants management processes
• Provide timely reports to the Sr Director of Finance and Program leaders regarding grant activity, deficits, and general fund balance updates
• Maintain corporate guidelines, policies, and procedures for grant financial management and compliance
• Review all new grants, contracts, and cooperative agreements and their amendments; negotiate terms and conditions as needed
• Assist Programs in providing necessary information for requesting approvals of extensions and revisions to grants, contracts, and cooperative agreements
• Establishes & maintains contact with financial management units of funding agencies to ensure smooth financial management of awards
• Serves as a point of contact for assistance with contractual, financial, and compliance issues related to incoming grants
• Work with all NA programs and partners to ensure they have the capacity to handle grants in all programmatic and compliance aspects, providing advice on compliance as managers plan new grants
• Modify NA procedures to comply with changes in grant regulations

(ERP) Training & Implementation

• Provide support to the ERP buildout and implementation process, in collaboration with the Senior Director of Finance and the Director of Information Technology
• Oversee the design and creation of training materials for certain facets of the ERP system, including user manuals, training videos, and web-based help screens
• Provide training to end users on the ERP system, as well as ongoing mentoring and support

Other Duties:

• The incumbent may be asked to perform additional duties and take on other responsibilities as dictated by events and circumstances.

Qualifications:

• Bachelor's degree in Accounting, Finance, or Economics (or equivalent combination of education and relevant experience). Advanced credentials such as a CPA, MBA, or MS in Finance or Accounting are valued but not required.
• 8-10 years of progressive experience in financial management, accounting, or a related field.
• Supervisory experience, including hiring and training
• Experience in overseeing the implementation and buildout of accounting software is preferred
• Strong proficiency with office and data tools such as Excel (pivot tables), Power BI, or similar applications. A CPA is one way to demonstrate the required level of technical accounting knowledge; equivalent professional experience is also recognized. Experience with the application of technical accounting principles, management of the accounting cycle, and the annual financial audit process
• Familiarity with non-profit accounting and government grant accounting principles strongly preferred
• Experience with fund accounting systems preferred
• Ability to work both independently and collaboratively; comfortable seeking guidance and input as needed.
• Clear and effective communication skills—both written and verbal—with a commitment to transparency and shared understanding

Compensation and Benefits: This is a full-time exempt position with benefits. The annual salary will be between $120,000- $145,000, depending on experience.

New America offers a highly competitive benefits package that includes health care, dental, and vision coverage; a generous retirement plan; paid time off; observes all federal holidays; and an office-wide closure between Christmas and New Year's Day.

Location: New America is based in Washington, DC. Flexible, hybrid work arrangements are available for candidates in the Washington, DC, area. Remote/digital candidates outside the DC area are also encouraged to apply. U.S.-based candidates only.

Application Process:  Please submit a resume and cover letter. Applications are reviewed on a rolling basis.

Physical Requirements:

• This position is hybrid, working from home and in an office environment. It requires sitting at a desk for extended periods of time and dexterity to operate general office equipment.
• The person in this position will frequently communicate with peers, management, company partners/vendors, and must be able to exchange accurate and timely information verbally and in writing
• This position may require walking, bending, kneeling, and standing, and will require sitting for extended periods of time.

Work Environment:

• The work environment is an indoor office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets

Originality and Transparency: At New America, we value authentic voices and intellectual property rights. All application materials, including, cover letters, writing samples, and any other submissions, must be solely your own original work. The use of AI text generation tools like ChatGPT, language models, or other artificial intelligence writing assistants is strictly prohibited for any part of your job application. Submissions found to contain AI-generated content will be immediately disqualified from consideration. Applicants have a responsibility to be fully transparent about authorship and any tools or resources utilized. We celebrate human ingenuity and want to hear your genuine thoughts and experiences

New America is an equal-opportunity employer committed to hiring a diverse workforce at all levels of the organization, thereby creating a culture that allows us to better serve our clientele, our employees, and our communities. We value and encourage the contributions of our employees and strive to create an environment where everyone can reach their full potential and drive outstanding results. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, veteran status, gender identity or expression, or any other basis protected by local, state, or federal law. This policy applies with regard to all aspects of one's employment, including hiring, transfer, promotion, compensation, eligibility for benefits, and termination.