The Foundation

We are the largest nonprofit fighting poverty, disease, and inequity around the world. Founded on a simple premise: people everywhere, regardless of identity or circumstances, should have the chance to live healthy, productive lives. We believe our employees should reflect the rich diversity of the global populations we aim to serve. We provide an exceptional benefits package to employees and their families which include comprehensive medical, dental, and vision coverage with no premiums, generous paid time off, paid family leave, foundation-paid retirement contribution, regional holidays, and opportunities to engage in several employee communities. As a workplace, we’re committed to creating an environment for you to thrive both personally and professionally.

The Team

The FP&A team is responsible for partnering with program strategy teams (PST) and leadership to assess and optimize portfolios to achieve foundation goals, engaging with partners and grantees, and identifying and analyzing grants to maximize foundation impact.

Your Role

The Finance Manager role is responsible for providing business, financial analysis and modeling support to the US Program Division, with an ideal candidate having a proven track record of working in a cross-cutting financial role providing support to multiple stakeholders or programs, experience within the Education Technology and/or Education sectors. This role will directly support our K-12 Teaching and Learning and Postsecondary Learning & Navigation program teams execute on their approved strategies.

What You'll Do

• Provide support, financial analysis, and business advice to program teams and drive business case analyses in partnership with FP&A colleagues, program team members, and provide proactive feedback to program team members and potential partners related to factors such as grant structure, organizational effectiveness of the partners, business and pricing strategy and more.
• Lead ad hoc complex analyses and provide program leadership with strategic and financial information to support budget management, forecasting and effective financial resource allocation and decision-making through the foundation’s financial and strategic processes.
• Support annual budgeting and financial planning processes, including partnering with other FP&A team members, Program Officers and the Strategy, Planning and Management teams to translate business strategy into mid and long-range forecasts to produce detailed, dynamic 4-year budgets, as well as risk assessments and scenario modeling.
• Proactively support organizational assessments/due diligence of key grantees/partners, and partner with Program Officers to develop appropriate mitigating strategies to manage financial and organizational risks of partners and grants.
• Cultivate and manage key functional relationships and partnerships with internal stakeholders.
• Lead forecast and portfolio allocation management for assigned PSTs, including the monitoring of actuals and forecasts to budget, with risk assessment and produce variance analysis.
• Create dynamic financial planning tools that support decision-making and communication with program leadership.
• Perform financial and risk analysis to support grant making and management.
• Partner with programmatic teams to manage grant and contract spending.
• Identify operational and financial risks of executing against annual budgets and broader planning horizons.
• Assess business plans and perform financial sustainability analysis of organizations and specific projects. Advise program teams on risk mitigation actions including grants to strengthen the organizational capacity of partners.
• Assess the financial and organizational health of grantee organizations through financial statements review and discussions with counter-level partners and other finance staff.
• Drive data analyses to generate new insights on the grant portfolio, leading to improved allocation of resources.
• Structure grants to optimize cash disbursements in consideration of operational risks.
• Leverage tools and reports to plan and monitor workflow, forecast and payout performance.
• Participate in cross-foundation efforts to develop tools and standard methodologies in support of effective grant-making, pipeline management and operational excellence.
• Participate in complex transactions and special projects for teams with significant financial analysis component.
• Other duties as assigned.

This position may require some travel, up to 10-15% of time.

Your Experience

You are a creative, thoughtful, and curious professional who has an excellent track record of achievement in roles of increasing responsibility. You should be prepared to work across a diverse set of disciplines (e.g. business case analysis, forecasting, organizational capacity building, etc.), bridging a wide range of expertise, with a demonstrated ability to work with agility, and diplomacy in a dynamic environment. Additionally, we seek:

• Bachelor’s degree with 7 years of financial planning experience, or equivalent years of relevant experience.
• Experience in the technology, and educational technology and/or technology product development sector preferred.
• Strong analytical acumen, especially financial modeling, and grant structuring.
• Knowledge of risk management and organizational due diligence.
• Robust analytical, quantitative, and modeling skills for a broad variety of transaction types.
• Strong written and verbal communication skills that are appropriately right sized to relevant audiences.
• Communicates sophisticated financial concepts to partners with a diverse set of backgrounds, including leadership, program staff, grantees, and other foundation operational resources.
• Strong synthesizing skills and ability to absorb and quickly distill significant amounts of information.
• Ability to read and analyze financial statements.
• Strong project management skills and ability to work on multiple projects – or support multiple teams – simultaneously.
• Strong relationship management skills with demonstrated success working with individuals at all levels of an organization.
• Skilled in group problem-solving and teamwork to resolve problems involving internal and external partners.
• Influences without formal authority and works with efficiency, diplomacy, and flexibility as part of a team with diverse cultural and professional backgrounds.
• Highest level of integrity and leadership by example, helping to set the tone for the organization and demonstrate an affinity for creating and enabling an inclusive culture.
• International finance experience/exposure preferred.
• Advanced Excel skills and data visualization experience preferred.
• Demonstrates intellectual curiosity.

Must have unrestricted work authorization in the country where this position is located. The Foundation does not provide immigration-related sponsorship for this role. This includes direct company sponsorship and any work authorization requiring a written submission or other immigration support from the company (eg: H-1B, O-1, L-1, E, OPT, STEM-OPT, CPT, TN, J-1, etc.).

The salary range for this role is $143,000 to $214,600 USD. We recognize high-wage market differences in Seattle and Washington D.C., where our offices are located. The range for this role in these locations is $130,000 to $195,000 USD. As a mission-driven organization, we strive to balance competitive pay with our mission. New hires salaries are typically between the range minimum and the salary range midpoint. Actual placement in the range will depend on a candidate’s job-related skills, experience, and expertise, as evaluated during the interview process.

Hiring Requirements

As part of our standard hiring process for new employees, employment will be contingent upon successful completion of a background check.

Candidate Accommodations

We’re committed to providing an inclusive and accessible hiring experience for all candidates. If you have a disability or medical condition and need an accommodation at any stage of the application or interview process—such as an ASL interpreter, alternative interview format, or physical accessibility support—we’re happy to help. Please contact HR@gatesfoundation.org with the position number and a brief description of your accommodation needs. Requests will be handled confidentially.

Inclusion Statement

We are dedicated to the belief that all lives have equal value. We strive for a global and cultural workplace that supports ever greater diversity, equity, and inclusion — of voices, ideas, and approaches — and we support this diversity through all our employment practices. All applicants and employees who are drawn to serve our mission 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, and prior protected activity.