Finance Director

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 is seeking a Finance Director to support the Milken Institute. This position will report to the Santa Monica office.

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Responsibilities*

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Preparation of monthly, quarterly, and annual financial reports

• Prepare, review and record Investment transactions and perform analysis of results
• Manage day to day cash needs and manage cash flows as needed
• Provide variance analysis and explanations for month over month, year over year, and ad hoc fluctuation requests
• Assist in preparation of necessary annual audit and tax filings, including Form 990 IRS filings
• Liaise with department and Center heads to review monthly financial results and prepare adjustments as needed
• Prepare budgets for consolidated financial planning and analysis, and aid Center and Department heads in the preparation of budget separate budget / fiscal year periods
• Prepare budget to actual analysis and provide support for department analysis
• Serve as back-up for other members of the accounting team

Requirements

• 3-5 years of relevant experience, internships included
• Advanced knowledge of Netsuite ERP and Salesforce CRM and currently using production version of Netsuite ERP
• Strong organizational skills
• Capability of maintaining strict confidentiality.
• Strong written and verbal communication skills
• Must be a team player
• Ability to work under tight deadlines and prioritize responsibilities
• Advanced excel skills

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Note*
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 really, 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. 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.
This position will be working a hybrid model, where you will be expected to report to your respective office location 2-3 days a week, this is subject to change. A precondition of employment is verification of your COVID-19 vaccination status. 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.
With offices in Santa Monica, Washington DC, and New York City, the Institute is proud to employ incredible people across the country. We are eligible to hire in the following states: CA, CT, DC, FL, IL, LA, MA, MD, MO, NJ, NY, OH, OR, PA, VA, and WA. Qualified candidates must reside in one of these jurisdictions prior to onboarding.
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, inclusion, and fostering a culture that creates opportunities for everyone.

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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 10,000 classes offered, self-guided.
• Mentor Program

• Wellness Resources:
• Employee Assistance Program
• CALM app membership
• YogaWorks (discount)
• Gym (Santa Monica)

Additional Perks

• Coffee Chats with the President – informal opportunity to chat with the President.
• All Staff Meetings – employees from all our US and international locations come together for a 2-day retreat (occurs every 18 months).
• Prime office locations – Santa Monica office is 4-blocks from the Pacific Ocean, Washington, DC office is across the street from the White house, New York office is on Madison Ave near Central Park and Singapore. In addition, satellite locations in Miami, FL, Abu Dhabi, and London.

Job Type: Full-time