Finance and Business Planning Manager

Company Overview Founded by Melinda French Gates, Pivotal is a group of organizations working to accelerate the pace of social progress for women and young people in the U.S. and around the world. Inspired by our founder, we reach across communities and sectors to bring together innovative thinkers who can scale up proven ideas and catalyze new ones. We learn from their experiences, amplify their resources, and support them as they lead. Pivotal includes Pivotal Philanthropies, focused on charitable grantmaking and impact investing; Pivotal Initiatives Fund, focused on policy and advocacy work; and Pivotal Ventures, focused on direct investments and partnerships. Description ROLE DESCRIPTION The Finance and Business Planning Manager partners closely with functional leads of all levels to provide strategic finance and planning support. This position plays an integral role in helping to drive accountability through activities such as financial reviews, planning, forecasting, ad hoc analysis, and budgeting support, as well as reviews of contract financial terms. This individual is highly analytical, an independent thinker, detail oriented, strategic, collaborative with exceptional partnership skills and able to support projects as needed. Role Responsibilities Financial Planning, Budgeting & Forecasting (FP&A) • Coordinate with respective teams to develop annual and multi-year team/function budgets by gathering and analyzing inputs to ensure timely completion and adherence to budget guidelines. • Work with teams to help ensure areas stay within allocated budget by providing strategic support and facilitating informed decisions. • Support teams in coordinating, monitoring and forecasting human capital planning and expenditures. • Lead monthly and quarterly budget reviews with business leads, reviewing budget vs actuals, providing strategic insights on performance and forecasting, and facilitating discussions on upcoming business decisions with financial implications. • Consolidate and synthesize financial and strategic insights from monthly cross-functional conversations to support the Sr. Director, Strategic Finance in gaining a comprehensive view of financial performance and forecasting across multiple entities and years. • Inform and maintain forecasting models across multiple entities for annual and multi-year budgets, maximizing financial data from multiple systems to enable informed business decision and proactive financial risk management. • Develop and tailor reporting and presentations for all levels of the business, including the Principal, to facilitate strategic insights and inform data-driven decision making. Operational Finance, Systems & Controls • Partner with the Accounting team to build and maintain standards in the financial management processes, structures and promoting financial integrity. • Recommend, document, and assist with implementation of finance and accounting operational improvements. • Collaborate with the Finance Systems Administrator and Tech teams to troubleshoot system issues, develop and implement reporting solutions, and enhance systems and process to improve efficiency and ease of system use. • Partner with business owners and the legal department to execute scopes of work for relevant contracts, advising on financial terms and budget availability while also promoting financial stewardship. Business Partnership & Cross-Functional Enablement • Actively participate in functional team meetings and fosters a strong partnership with leadership/team members to maintain a pulse of daily and strategic business decisions, while providing financial insights and support as needed. • Serve as a key knowledge stakeholder and participant in cross-functional projects, collaborating to improve business processes and ensure effective change management. • Act as liaison to business partners by triaging inquires related to policies, expenses, and other financial matters, promoting financial stewardship and directing individuals to appropriate resources and points of contact for resolution. • Respond to one-off financial requests from team members and assist with ad hoc projects • Perform other duties as assigned. Perform other job-related duties as assigned. CORE COMPETENCIES To perform this role successfully, individuals must demonstrate the skills and behaviors aligned with our Pivotal Principles that define what success looks like across all roles. These competencies reflect the expectations for how we work together, lead, grow, and deliver impact for all employees regardless of function or level. Build and Maintain Trust Act with integrity and foster an inclusive and collaborative work environment. • Is Inclusive – Advance a culture of equity and belonging. • Act with Integrity – Tell the truth, take responsibility for your actions, meet your commitments, and act ethically. • Collaborate – Build trusting relationships and treat people with dignity and respect. Drive Impact Deliver high-quality work that is aligned with Pivotal Strategic Initiatives. • Solve Problems – Identify issues and seek diverse perspectives to develop potential solutions. • Propel Work Forward – Take initiative, prioritize work appropriately, and complete work on time. • Center Stewardship – Use resources responsibly, consider and manage risk, and follow Pivotal policies and procedures. Learn and Grow Demonstrate a commitment to continuous individual and organizational development. • Contribute Constructively – Participate in advancing individual, team, and organization-wide well-being and resilience. • Occupy Growth-Mindset – Embrace challenges, learn from mistakes, and focus on improvement. • Share Knowledge – Document work appropriately, assess outcomes, and share explicit and tacit learning. Required Qualifications • Minimum 7-9 years of finance experience in financial planning & analysis, financial reporting, client service, or an equivalent combination of advanced training and experience. • Proficiency in Workday or similar ERP systems. • Experience building budgets and supporting teams of 25+. • Proficiency using Microsoft 365 (Outlook, Word, Excel, PowerPoint, OneNote, and SharePoint). • Fluency in use of systems necessary to role (e.g., Salesforce, Tableau, Data Visualization/Analytics platforms). Preferred Qualifications • Workday Financials experience • Budgeting and planning technology experience such as Workday Adaptive, Anaplan, Oracle Essbase, or other financial planning software EMPLOYMENT DETAILS The salary range for this position is $145,500-$156,600. This is position is based in Pivotal’s Seattle, WA office. This role is expected to have a duration of 12 months. This means that, absent some change, the position will end within that timeframe as defined in the offer letter. The limited duration of the position does not alter the at-will nature of the position or work at Pivotal Ventures. Benefits will be provided by your employer of record and currently include medical, dental, vision, life, disability, and long-term care insurance, fertility benefit, caregiving support, 144 hours of vacation, 96 hours of sick leave, 401k, HSA, FSA, and more. Eligibility for and the amount of benefits provided are governed by the terms of the applicable plan documents. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Please note this job description is not designed to cover or contain a comprehensive list of duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, in Pivotal’s discretion, with or without notice. Pivotal values diversity and is strongly committed to providing equal employment opportunity for all employees and all applicants seeking employment. All employment decisions at Pivotal are based on the candidate’s or employee’s capabilities and qualifications without regard to race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), color, creed, religion, sex, gender, sexual orientation, gender expression or identity, pregnancy, childbirth, breastfeeding, age, national origin, ancestry, citizenship or immigration status, caste, veteran or military status, marital, parental, or familial status, disability (including sensory, physical, or mental disability), medical condition, genetic information or predisposing genetic characteristics, domestic violence victim status, political ideology, or any other status or characteristic protected by applicable law. Pivotal complies with federal, state, and local equal opportunity and disability laws and makes reasonable accommodation consistent with those laws for applicants and employees with disabilities. Please contact PandC@pivotal.com for assistance and/or reasonable accommodation due to a disability during the application or recruiting process. Applications may be submitted via the Pivotal Careers page.