Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages more than $400 million in annual giving by individuals, families, corporations and major foundations. Rockefeller Philanthropy Advisors accelerates philanthropy in pursuit of a just world.
Continuing the Rockefeller family’s legacy of thoughtful, effective philanthropy, RPA remains at the forefront of philanthropic growth and innovation, with a diverse team led by experienced grantmakers with significant depth of knowledge across the spectrum of issue areas. Founded in 2002, RPA has grown into one of the world’s largest philanthropic service organizations and, as a whole, has facilitated more than $3 billion in grantmaking to nearly 70 countries. RPA serves as a fiscal sponsor for more than 120+ projects, providing governance, management and operational infrastructure to support their charitable purposes. For more information, please go to www.rockpa.org.
ROLE OVERVIEW
The Analyst, Senior Accountant, SP&F, performs and oversees all professional accounting work including compilation, consolidation, and analysis of financial data as it relates to the organization’s Sponsored Project and Funds clients. Requires an understanding of accounting fundamentals and principles. May include any or all of the following: review of ledger activity ledgers and preparation of journal entries, fixed asset or inventory accounting, preparation of account reconciliations for annual financial statements, program and grant audits, and tax filings as required. Preparation of monthly sponsored project financial statements and funder reports. Acts as a liaison to sponsored project staff on all accounting-related inquiries for the sponsored project client. Reviews financial activity and transactions for RPA and its clients to ensure that they are in compliance with generally accepted accounting principles and RPA and/or donor/sponsor policies. Serves as a member of RPA’s Finance team, participating in meeting the financial, accounting, and reporting responsibilities of Rockefeller Philanthropy Advisors.
ROLE CORE ACCOUNTABILITIES (ARE THE CRITICAL ACTIVITIES AND RESULTS THE POSITION IS HELD ACCOUNTABLE TO PRODUCE)
FINANCIAL MANAGEMENT AND CONTROL
Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Prepare financial reports as required, including monthly and annual budgets and actual financial reports for Sponsored Projects and Funds in concert with other members of the Finance and Operations teams.
GENERAL ACCOUNTING AND REPORTING
Participate in the development and maintenance of RPA finance policy and procedure manuals. Oversee assigned areas and participate in the preparation of annual financial statements and in providing supporting schedules and assistance for annual and program/grant audits as required. Oversee assigned areas and participate in the preparation of annual tax returns and financial reports.
DATA MANAGEMENT
Manage key aspects of data which includes being responsible for developing or operating key elements of the system.
BUDGETING AND FORECASTING
Support the budgeting and forecasting process through discussion with internal stakeholders, data aggregation, data/variance analysis, and updates as necessary/assigned.
INSIGHTS AND REPORTING
Responsible for assuring the integrity, accuracy, and functionality of the financial reports and procedures. Perform monthly financial analysis of key/designated Income and balance sheet accounts. Ensure proper accounting and release of Temporarily Restricted Net Assets. Develop and prepare financial reports, operation reports, as well as management reports to meet the specific needs of key internal/external stakeholders.
FINANCIAL POLICIES, GUIDELINES, AND PROTOCOLS
Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practices. Apply and implement Board policies and procedures to ensure efficient operation and adequate financial controls.
RELATIONSHIP MANAGEMENT
Acts as liaison to outside auditors, tax accountants, and consultants for finance projects/initiatives. Support projects, advisors, and staff in enhancing understanding and utilization of financial reports.
OTHER FINANCIAL SUPPORT SERVICES
Conducts complex and critical financial studies and analyses, and analyzes and applies applicable new accounting guidelines and principles.
OPERATIONAL COMPLIANCE
Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. If patterns of non-compliance with the organization's policies and procedures, and with relevant regulatory codes and codes of conduct, are identified, take appropriate action to report and resolve these and escalate issues as appropriate.
INFORMATION AND BUSINESS ADVICE
Provide specialist advice on the interpretation and application of policies and procedures, resolve queries and issues, and refer very complex or contentious issues to others. Cross-train with other team members and act as the primary backup for other Senior Accountants, Lead Senior Accountants as required. Provide training/guidance to junior staff.
COMPLEXITY AND PROBLEM-SOLVING
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision-making.
Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations.
Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting, and processing data to fulfill business objectives.
Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations, and policies in areas of expertise.
DESIRED QUALIFICATIONS AND EXPERIENCE
A Bachelor’s degree is required, preferably in accounting.
Experienced practitioner with a significant degree of responsibility required (5 years).
Sound knowledge of generally accepted accounting principles and nonprofit finance and accounting
Experience working in client-facing roles, or with significant internal client support, preferred
Solid experience in accounting software and the Microsoft Office suite of products (particularly Outlook and Excel).
Seeking someone with background in government grants & reporting.
TRAVEL REQUIREMENTS
Some travel may be required.
At Rockefeller Philanthropy Advisors, our mission is to accelerate philanthropy in pursuit of a just world, by providing deep global expertise to make philanthropy more thoughtful, equitable and effective.
We believe that philanthropy can help create a better world.
We make decisions that center people and communities.
We believe philanthropy has a responsibility to pursue equity.
We uphold the highest standards of integrity and trust.
We are committed to learning and sharing knowledge.
If our mission resonates with you, we encourage you to apply even if you don’t meet every qualification listed. You may bring valuable perspectives and experiences that aren’t captured here but could contribute meaningfully to our work. We’re excited to learn what you can offer.
Compensation & Benefits
Rockefeller Philanthropy Advisors offers a competitive compensation and benefits package including health coverage, retirement benefits, paid sick leave, vacation and holidays, tuition reimbursement and access to professional development resources.
The salary range is one component of the total compensation package for employees.
Rockefeller Philanthropy Advisors offers a competitive compensation and benefits package including health coverage, retirement benefits, paid sick leave, vacation and holidays, tuition reimbursement and access to professional development resources.
Pay Range: $101,000 - $105,000 salary per year.
Application Process
Applications will be reviewed as received. In order to be considered, all applications must include a cover letter describing your interest and qualifications and your resume. The position will remain open until filled.
Rockefeller Philanthropy Advisors celebrates the uniqueness of our staff, our partners, and the communities we serve. We are committed to inclusion with the goal of cultivating a culture of belonging and acceptance. We strive to embed this value in our philanthropic work to advance a more just, equitable and sustainable world.
RPA is an equal opportunity employer.
Top Skills
What We Do
At Rockefeller Philanthropy Advisors, our mission is to accelerate philanthropy in pursuit of a just world.
We advise established and aspiring philanthropists, foundations, and corporations; manage innovative, early-stage non-profits; and share insight and learning with our clients, our community, and the sector.
Tracing our roots back to John D. Rockefeller, Sr., who in 1891 set out to manage his philanthropy with the same professionalism as his business ventures, we maintain our founding belief that philanthropy should not only be thoughtful and effective, but also fulfilling.
Our diverse staff draws on its unmatched global expertise, experience, and vast international network to provide tailored services that meet your unique circumstances and needs.
By continuing to build on lessons learned over more than a century, our goal is to help define the next generation of philanthropy and to foster a worldwide culture of giving
