Director, Financial Planning & Analysis

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This range is provided by Milken Institute. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$175,000.00 / yr - $210,000.00 / yr

About The Milken Institute

The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities.

About The Position

The Milken Institute is looking for a Director of Financial Planning & Analysis to oversee operating and capital budgeting, forecasting and performance analysis to support decision making for our various entities and activities worldwide. This role will report directly to the CEO and act as a key business partner to senior members of our leadership team. As a member of the Milken Institute finance team, you will support our 300+ subject matter experts working in the US, Mexico, Asia, Europe, Africa and the Middle East in their mission to shape policy and deliver world changing initiatives to enhance the physical health and financial well being for everyone. This position presents an opportunity for the right person to use your financial skills to improve our efficiency in the delivery of these important solutions.

Responsibilities

• Assist business units with the preparation of strategic and operating plans.
• Lead the preparation of annual capital budget, operating budget, and cash flow projections.
• Establish appropriate KPI’s to assess organizational performance.
• Monitor and evaluate financial performance, track and report progress towards budget goals and objectives, provide insight and commentary on significant variances.
• Develop and maintain a robust financial forecasting model.
• Provide comprehensive support to senior management thru the creation of insightful ad hoc analyses, models, reports, dashboards and presentations on key operating and financial metrics to assist and improve decision-making.
• Analyze sales proposals and develop enhanced tracking of performance for all programmatic work to ensure appropriate profit margins are achieved for all projects.
• Identify opportunities to improve finance department processes, procedures, service levels, and financial reporting.
• Enhance current financial reporting presentation level and value using Tableau or similar.
• Duties as assigned.

Qualifications & Experience

Working Conditions & Travel Requirements

This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to the Washington, DC office location (Tuesday – Thursday), with the remaining two (2) days working remotely.

This person will also be required to travel occasionally to other offices and / or venues to assist with events as needed, requiring occasional work outside of traditional hours. International along with domestic travel is possible. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.

Our Culture

The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran.

Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.

Benefits

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