We give children a healthy start in life, the opportunity to learn and protection from harm in the US & around the world
Advisor, Portfolio Management – P3
Location
New York
Posted
13 hours ago
Salary
$74.8K - $102.6K / year
Seniority
Senior
Job Description
Advisor, Portfolio Management – P3
Save the Children US
• 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.
Job 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
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