Senior Financial Analyst

Senior Financial Analyst

Ronald Reagan Presidential Foundation and Institute

The Ronald Reagan Presidential Foundation and Institute (RRPFI) is the sole nonprofit organization created by President Reagan charged with advancing his legacy and principles – individual liberty, economic opportunity, freedom and democracy, peace through strength, and national pride.

A globally recognized nonpartisan organization based in Simi Valley, CA, with a leading policy institute in Washington, DC, RRPFI delivers impactful public affairs programming, policy convenings and projects of national and international significance, scholarly initiatives, and distinctive educational programming shaping the perspectives of middle, high school, and college students.

In addition, RRPFI sustains the Ronald Reagan Presidential Library and Museum, the largest and most visited presidential library. A leading cultural institution, RRPFI houses a remarkable 125,000 square foot museum with unique historical pieces that tells the story of Ronald Reagan’s life, presidency, and enduring impact, and houses world-class special exhibitions. More information is available at www.reaganfoundation.org.

With views all the way to the Pacific Ocean and an hour from Los Angeles International Airport, RRPFI’s Simi Valley campus sits on 400 acres atop a hill, serves as the final resting place of America’s 40th President and former First Lady Nancy Reagan, displays a chunk of the Berlin Wall, and houses (among other remarkable displayed hardware) the plane President Reagan flew on as Air Force One to 26 countries. Also onsite are the Reagan Center for Public Affairs, the Presidential Learning Center, the Air Force One Pavilion, and the Reagan Leadership Academy.

Position Available

We are seeking a qualified Senior Financial Analyst to join our team. You will be working on-site in Simi Valley as part of a lean finance department helping to support the month end close cycle and managing the annual budgeting process. The department handles all accounting, report preparation, accounts payable and accounts receivable, audit, budget and tax reporting. This position will report to the Controller and collaborate with the CFO.

Duties and Responsibilities

This position will perform and/or assist in the following:

· Leads and manages the annual budgeting process for 17 departments.

· Proactively monitors budget adherence and continuously analyzes financial results.

· Identifies revenue-generating and cost-savings opportunities.

· Serves as the primary business partner, in collaboration with the CFO, to guide and advise department directors and managers.

· Performs cost-benefit analyses for various initiatives and collaborates with cross-functional teams to evaluate strategic business decisions.

· Reviews budget to actuals with department leadership on a monthly basis to provide insight into performance and help coordinate strategic decisions.

· Prepares reports for managerial review upon request. This includes expense, income, vendor, bequests, and miscellaneous ad hoc queries. Assists other departments whenever necessary with financial related analysis and problem solving.

· Supports the accounting team by:

o Tracking recurring expenses and preparing and entering monthly expense accruals.

o Reviewing and updating corporate credit card transactions for proper support and coding and entering monthly entries.

o Maintaining and managing the contracts schedule.

o Reviewing preliminary financials to ensure revenue and expenses are properly recorded prior to month end close.

o Providing commentary for variance analysis.

o Tracking the progress of capital expenditures with project owners and advising when projects are complete.

· Assist in the development and implementation of policies and procedures to help improve and document financial processes including identifying opportunities for process improvements.

· Other duties as assigned. Foundation staff are often called upon to assist with events involving the public. These are generally after hours and require direct contact with the public and our special guests.

Qualifications and Requirements

The successful candidate will possess the following skills and traits:

· The successful candidate must be passionate about President Ronald Reagan’s legacy and principles: individual liberty, economic opportunity, freedom and democracy, peace through strength, and national pride.

· Have a Bachelor’s degree in accounting, business administration, statistics, finance or related field and have five years of progressive financial planning and analysis experience.

· MBA preferred.

· Experience with non-profits preferred.

• Strong interpersonal skills which build trust, foster collaboration and ensure alignment between financial goals and business strategies.
• Strong written and verbal communication skills with the ability to present complex financial information to non-financial stakeholders.

· Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel.

· Must be resourceful and possess excellent problem-solving skills.

· In-depth knowledge of accounting principles, financial statement analysis, and management reporting.

· Have a strong attention to detail and be highly organized.

· Ability to meet deadlines and handle multiple simultaneous priorities.

• Ability to maintain a high level of confidentiality with a strong sense of personal integrity.
• Eager to learn and participate in continuous improvement.
• Maintaining a positive attitude.
• Ability to work occasional evenings, weekends, and holidays for special events, including the Reagan National Defense Forum held annually on the last weekend of November/first weekend of December and the Reagan National Economic Forum held annually on the last Thursday and Friday of May.

Our Values

At The Ronald Reagan Presidential Foundation and Institute, we are an ethical, collaborative, and results-oriented team that performs with excellence. President Reagan’s values are the core of our culture. You will do well here if:

· You’re always committed to doing what’s right. Act ethically, all of the time. Take a pause and ask a colleague if you ever have an ethical question. Treat sensitive or confidential information with the requisite care and discretion.

· You become the colleague we all want to have. Treat everyone with respect. Ask for help when needed and give help when asked. Take initiative, anticipate needs and improve continuously. We are all stronger and better together.

· You engage in sustained excellence. Be committed to doing the best job possible. Always keep in mind that our mission is to advance the legacy and values of President Ronald Reagan and are therefore held to the highest standards.

· You collaborate and communicate. Share ideas, listen to understand, and speak up when you disagree. Providing constructive feedback is always OK and will help us to achieve better outcomes.

Salary and Benefits

· This is an exempt, full-time position based at The Ronald Reagan Presidential Library in Simi Valley, California. This position is in-person with the potential of becoming a hybrid role (partially in person and partially remote).

· This position will be compensated based on an annual salary starting at $90,000. The rate will be commensurate with experience.

· The Foundation offers an excellent package of benefits, including:

o 11 paid holidays per year plus an additional floating holiday after 12 months of service.

o 12 vacation days per year for the first five years, with a step up after the 5th and 10th year.

o 12 sick days per year.

o Annual discretionary bonus.

o Medical and dental benefits fully paid by the Foundation.

o Retirement plan with 10% employer contribution per year after 12 months of service.

o Medical and dependent care flexible spending accounts.

o Employer sponsored life insurance with the ability to elect additional life insurance.

o An Employee Assistance Program (EAP).

· The opportunity to become part of a prestigious organization, take part in world-class events, and advance the legacy and principles of our nation’s fortieth president.

To apply

Send thoughtful cover letter and resume, along with salary history, to accounting@reaganfoundation.org

The Ronald Reagan Presidential Foundation and Institute is an Equal Opportunity Employer.

Pay: $90,000.00 - $999,999.00 per year

Benefits:

• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: Hybrid remote in Simi Valley, CA 93065