Director, Financial Planning & Analysis
Washington, District Of Columbia, United States
The Urban Institute is a Washington D.C.-based think tank that carries out economic and social policy research to "open minds, shape decisions, and offer solutions".• Lead Urban’s finance department with financial analysis, forecasting, creation of key performance indicators (KPIs), and general institute-wide analytics• Serve executive leadership by providing strategic support through analysis of current trends, historical data, and KPIs to forecast Urban’s capacity for success• Host monthly “metrics to manage” meetings with executive leadership which presents and evaluates performance indicators to help shape Urban’s overall business strategy• Prepare $130M annual institutional budget by regularly monitoring performance across Urban’s research and operations functions• Oversee budget procedures for Urban’s research and operations functions. Research center forecasting activities include estimating revenue on direct (funded) projects, staff labor base, researcher utilization rates, and spending on indirect (unfunded) projects. Operations department forecasting activities include estimating staff labor base, and necessary non-personnel costs• Partner with research and operations leaders by developing tailored KPIs and routinely discussing performance across each metric to assess financial health and identify emerging issues• Co-manage Urban’s discretionary budget with the Business Strategy team• Prepare all financial materials for presentation to Urban’s bi-annual board meetings• Manage Urban’s bi-weekly, monthly, and quarterly dashboard and reporting processes including endowments, budget variances, allocations, labor, utilization, project tracking, pipeline, and other metrics reports as needed• Build and maintain ad-hoc financial models and analytic tools • Produce Urban’s Negotiated Indirect Cost Rate Agreement (NICRA) submission to the Federal Government
