Sr. Associate, Financial Planning and Analysis
Position Title: Sr. Associate, Financial Planning and Analysis
Location: Remote within the United States
Department: Finance & Accounting
Reports To: Director, Financial Planning and Analysis
POSITION SUMMARY
As part of the Financial Planning and Analysis (FP&A) team, the Sr. Associate supports Winrock International’s organizational budgeting, forecasting, and financial reporting activities.
Winrock’s FP&A team seeks to add a dynamic team member to contribute to the establishment of a robust system for financial planning to meet the needs of a growing organization. The Sr. Associate will work closely with the Director and other team members to develop, plan, and support project and institutional budgeting processes and associated management and analysis functions. The Sr. Associate will primarily work with direct project teams across throughout the budgeting process and will support these teams to understand the financial position of their projects. This role requires strong budgeting skills, attention to detail, and strong interpersonal communication skills.
At Winrock, we focus on innovative solutions in agriculture, human rights, environment and education to empower communities and drive sustainable development. Our commitment to inclusive, climate-smart, and locally led initiatives creates an exciting space for our staff to immerse themselves in projects spanning from West Africa to Southeast Asia. In this role, you'll collaborate closely with the Director and team members, actively participating in the development, planning, and support of project and institutional budgeting processes. This hands-on position offers a unique chance to work directly with project teams across the world, providing financial insights, and honing your budgeting skills in and cross cultural experiences. Join us in the pursuit of transformative impact and contribute to shaping a more sustainable and equitable future.
This role is US based remote but will be required to work EST.
POSITION RESPONSIBILITIES
Major Responsibilities:
- Contribute to Winrock’s budgeting and forecasting process, including working directly with project teams to troubleshoot budget preparation, quality control, and adapting budget files for upload to the Costpoint Planning Module.
- Support project teams with project budget estimates to complete (ETC), including converting existing project budgets to an ETC format.
- Support the financial component of project-led portfolio reviews.
- Support project staff, COPs, and Project Managers in budget analysis and course correction based on spending trends to ensure projects are delivered on budget.
- Develop and prepare financial reports that enable project management to better understand financial position and support decision-making.
- Develop an understanding and command of Winrock’s financial and report-writing systems (Deltek Costpoint, PowerBI, etc.) and train others in the organization on how to utilize these resources.
- Coordinate and support special projects and other responsibilities in line with the position expectations.
POSITION QUALIFICATIONS
Education: Bachelor’s degree in business, finance, accounting, economics, or related field required
Experience: Minimum 1 year of work experience related to donor-funded projects required.
- US Government experience preferred; USAID, USDA, or DOS are highly preferred.
- Applicants with budgeting and forecasting or financial modeling experience are preferred.
Computer/Technical Skills: Proficiency in Microsoft Office required,
- Familiarity or exposure with Deltek Costpoint accounting software preferred
- Familiarity with Microsoft PowerBI is preferred.
Communication Skills: Excellent speaking and writing skills.
Language: English, foreign language a plus.
Required Travel: Occasional travel required.
Position-Specific Skills: Knowledge of federal project lifecycle, applicable regulations and cost principles, sound budgeting and analytical skills.
Physical Demands: Normal office environment
This position has a salary range between $58,000 - $65,000 with an additional 10% 403b annual contribution and additional excellent benefits package.
This position does not offer sponsorship, candidates must be eligible to work in the United States.
Winrock is an equal opportunity employer. We are committed to providing equal employment opportunity for all people and value diversity and inclusiveness. Winrock recruits, employs, trains, promotes and compensates regardless of race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, family care status, or any other basis protected by law.
At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
Winrock knows that its success comes from the hard work and steadfast dedication of its diverse workforce. Winrock remains committed to maintaining diversity, inclusion and equity across the entire organization