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.
The Milken Institute’s events and programmatic activities involve the exchange of ideas with leaders from around the world. The Institute hosts more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500+ participants from around the world, featuring more than 900+ speakers throughout 200+ sessions over the course of the event.
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 COO/CFO 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 through 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.
Qualifications & Experience
- 7+ years relevant experience in Financial Planning & Analysis experience in a complex business environment.
- Undergraduate business degree in finance or accounting required, MBA preferred.
- Strong understanding of generally accepted accounting principles (GAAP).
- Proficiency in financial modeling, forecasting techniques, and variance analysis.
- Advanced MS Excel skills, including pivot tables, VLOOKUP, Index Match, and other advanced formulas.
- Advanced PowerPoint and Tableau skills.
- High level of proficiency with NetSuite or similar ERP system.
- High level of proficiency with Salesforce.
- Excellent written and oral communication skills and presentation skills.
- Proven ability to interpret financial data and communicate findings effectively at all levels of the organization.
Working Conditions & Travel Requirements
This position will work in a professional office environment. 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. 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.
Note
We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.
This position will work a hybrid schedule consisting of three (3) days per week reporting in-person to the Santa Monica office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change in the Institute’s sole discretion.
The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as one attachment. Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process.
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
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan - 403b (5%)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity & Paternity)
- Short-Term & Long-Term Disability
- Flexible Spending Account (FSAs)
- Training & Development:
- LinkedIn Learning – over 15,000 self-guided classes offered
- Mentor Program
- Wellness Resources:
- Employee Assistance Program
- CALM app membership
