Interim Finance Manager US Programs

Bill & Melinda Gates Foundation
17 Oct 2019
19 Oct 2019
Job role
Finance manager
Contract type
Full time
Experience level

This is an interim backfill role to cover for an employee who will be out on parental leave. The duration of the assignment is targeted for 12 months starting in November. However, the start and end dates may change.

Manager, Finance–– US Programs

The Finance, Planning and Analysis team is seeking an energetic, collaborative Finance Manager to provide business and financial analysis support to Program Strategy Teams (PSTs). Key responsibilities include partnering with the US Program teams in grantee financial assessments and grant investment structuring, including complex transactions. Other key responsibilities include supporting the Program CFO in annual budget and financial planning, resource allocation and ad hoc projects.

Critical skills for success include solution–orientation and a proactive approach to responsibilities. Experience using financial/data analysis and modeling skills in an advisory role are necessary in building strong relationships with key partners, including the US Programs Leadership Team.

The Finance Manager must be effective at influencing with exceptional partnership and communication skills. Most importantly, s/he must be passionate about the Foundation's mission, particularly in addressing the educational inequities that exist today.


Responsible for developing and tracking annual and long–term financial plans and forecasting. May manage program's investment pipeline through monitoring of execution, financial forecasting and advice to team members. Leads operational improvement initiatives aimed at streamlining investment development, approval, and monitoring.

Core Responsibilities

Strategy and Financial/Budget Planning (20%)

  • Support annual budgeting and financial planning
  • Work with the program team(s) to produce detailed, dynamic 4–year investment budgets, including risk assessment and scenario modeling
  • Partner with the Strategy, Planning, & Management (SPM) team to optimize/allocate resources across portfolios of investments, using a fluid capital market approach
  • Forecasting Management (10%)

  • Provide forecast support and portfolio allocation management
  • Monitor actuals and forecasts to budget, with risk assessment and produce variance analysis
  • Build tools and reports to plan and monitor workflow, and monitor forecast and payout performance
  • Investment Analysis (55%)

  • Perform new grant and annual progress report budget reviews, conduct financial diligence, review grant proposal summaries, evaluate budget forecasts, and assess the financial health of organizations to ensure potential funding meets the Foundation's requirements, strategic goals, and programmatic missions
  • Provide analytical support on complex analysis with a financial component and for complex financial transactions, including PRIs.
  • Support the analysis of the financial health of organizations through market research, financial statement reviews and discussions with key finance members of these organizations.
  • Present findings and analysis to senior leadership for decision making
  • Cross–Foundational / Project based (15%)

  • Participate in PST–related and cross–foundation projects to develop financial analyses and best practices in support of effective investment–making
  • Respond to internal and external portfolio data requests and analysis.
  • This role is responsible for high quality interactions and clear and consistent communications with grantees and partners in the field.

    Core Knowledge and Skills

  • Knowledge of strategy development, business/financial planning, risk management, and general management practices.
  • Project management and coordination of multidisciplinary teams.
  • Strong analytics (especially financial modeling, investment/deal structuring).
  • Knowledge and experience regarding relationship management.
  • Knowledge of risk management and due diligence.
  • Knowledge of systems and processes related to financial management.
  • Ability to communicate complex financial concepts to partners with diverse backgrounds, including leadership, program staff, grantees and other foundation operational resources.
  • Education and Experience

  • Advanced degree with 7+ years of experience, or equivalent experience.
  • The employee transfer policy applies to internal backfill positions. An employee may apply for an open position after at least 12 months in their current position. If you meet this requirement and wish to pursue a backfill opportunity, you are required to have a conversation with your manager to confirm their support before you apply. In rare cases, the requirement of a minimum of 12 months in a position may be waived if a transfer is critical to the foundation's goals and is approved by the current manager and their HR Consultant (HR Business Partner or Generalist).

    All backfill positions are posted as LTE roles. With current manager support, if selected for the role, FTEs will retain their FTE status during the backfill assignment. Managers will have the option of backfilling for the individual moving to the interim position for a similar duration via the same hiring channels and options as this position. However, current managers may be unwilling or unable to hold headcount for the duration of an interim assignment and may deny the employee's request. In such cases, the employee may apply for the open LTE position, but if selected, would effectively be resigning as an FTE and would be hired as an LTE for the duration of the interim assignment. As an LTE, employment with the foundation is expected to end at the end of the assignment, and the employee would not be eligible for severance.

    As part of our standard hiring process for new employees, employment with the Bill and Melinda Gates Foundation will be contingent upon successful completion of a background check.

    The Bill & Melinda Gates Foundation is dedicated to the belief that all lives have equal value. We're committed to creating a workplace where employees thrive both personally and professionally. We also believe our employees should reflect the rich diversity of the global populations we aim to serve–in race, gender, age, cultures and beliefs–and we support this diversity through all of our employment practices.

    All applicants and employees who are drawn to serve the mission of the Bill & Melinda Gates Foundation will enjoy equality of opportunity and fair treatment without regard to:

    * Race

    * Color

    * Age

    * Religion

    * Pregnancy

    * Sex

    * Sexual Orientation

    * Disability

    * Gender Identity

    * Gender Expression

    * National Origin

    * Genetic Information

    * Veteran Status

    * Marital Status

    * Prior Protected Activity

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