Finance Associate, Global Development, Seattle, United States 141 views

**This is a limited term employment opportunity with a duration of 12 months with an anticipated start date in September, although start and end times may change**

Group Summary

The Finance, Planning and Analysis (FP&A) team strives to use common tools and approaches in the work we do to consistently support program teams and operations and to facilitate cross FP&A process improvement, collaboration and support. Appropriate processes consistently applied should reduce financial risks and improve efficiency.

Leadership and Culture

We believe that energized people, working well together, fueled by great leadership in an inclusive environment in which they thrive, will do phenomenal things!

Position Summary

The Finance, Planning and Analysis team is seeking an energetic, collaborative Finance Associate to provide business and financial analysis support to the foundation’s Program Strategy Teams (PSTs) for a twelve-month period. While this individual will be hired initially to support the financial analysis work of the Global Development teams, candidates should be comfortable growing and adapting to support areas beyond Global Development during their tenure with the foundation. Key responsibilities include partnering with the Global Development Program team in grantee financial assessments and grant investment structuring, including complex transactions. Other key responsibilities include supporting the Program CFO and Finance Managers 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 vital in building strong relationships with key partners, including the Global Development Leadership Team.

The Finance Associate must be effective at influencing with exceptional partnership and communication skills. Most importantly, they must be passionate about the foundation’s mission, particularly in addressing inequities that exist today.

Information about our Global Development Programs can be found here –

Core Responsibilities

Investment Analysis (50%)

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

Cross-Foundational / Project based (20%)

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

Strategy and Financial/Budget Planning (15%)

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 (15%)

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

This role is responsible for high quality interactions and clear and consistent communications with grantees and partners in the field.

Core Knowledge & Skills


finance manager

global health

investment analysis

market research

project management

risk assessment

Financial and strategic planning; analytical, numerical and financial modeling skills as well as ability to read and analyze financial statements

Broad knowledge of finance (corporate, global markets)

Global Health experience preferred, but not required

Knowledge of developing country economics and dynamics preferred, but not required

Strong relationship building and negotiation skills

Business plan development and evaluation

Basic project management skills including ability to manage multiple projects and activities

Ability to translate data into user friendly tools/resources

Synthesizing skills / ability to absorb and quickly distill significant amounts of information

Ability to influence without formal authority

Solution and action orientation

Advanced Excel (pivot tables, VB Scripts, SQL experience a plus)

Intellectual curiosity and a sense of humor

Education & Experience

Bachelor’s degree with 3-7 years of experience

**Must be able to legally work in the country where this position is located without visa sponsorship**


As part of our standard hiring process for new employees, employment with the Bill & 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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