Finance Associate

Job Type

Full Time



Application Deadline



570 Lexington Avenue
5th Floor
New York
New York
United States


About the Roosevelt Institute

Until economic and social rules work for all Americans, they’re not working. Inspired by the legacy of Franklin and Eleanor, the Roosevelt Institute reimagines the rules to create a nation where everyone enjoys a fair share of our collective prosperity. We are a 21st-century think tank bringing together multiple generations of thinkers and leaders to help drive key economic and social debates and have local and national impact. We advance this mission through the work of our staff, fellows, and network of students and alumni.

Roosevelt is taking on some of the biggest issues facing our economy and society and putting out bold, cutting-edge research and policies. Our work ranges from thinking about how we restructure the world of finance to changing the way colleges and universities invest in their communities. In the past year alone we released a bold agenda to rewrite the rules of the American economy which the Washington Post called a new manifesto for fighting inequality; framed the issues of financialization and corporate short-termism and issued a policy agenda that influenced the presidential race and key lawmakers; and crowd-sourced a blueprint for what young people want from candidates in 2016.


Our Culture

At Roosevelt, we recognize that the culture of the workplace and opportunities for career growth and development are important to all.  We believe that diversity of background and experience among our people make our work to reimagine the rules of our social and economic realities stronger.

Roosevelt is equal opportunity employer and, as affirms in policy and practice to consider all applications in all job classifications, without regard to race, color, creed, national origin, sex, age, disability, sexual orientation, gender identity or expression, marital status, familial status, military status, height and weight, genetic predisposition or carrier status, arrest record, or other legally protected status. We strongly encourage people of color, people with disabilities, women, and LGBTQ candidates to apply. There is a handicapped-accessible, all gender/gender-neutral bathroom on site.


The Roosevelt Institute is seeking a Finance Associate to join the finance department. This position will report directly to the Senior Staff Accountant and will work closely with finance and development teams.  This opening is an opportunity for a person who enjoys working with data and numbers, takes pride in their accuracy, is detail oriented, and understands connections between data entries, data maintenance, and successful financial and donor reporting. 

Accounts payable (AP)

·       Review and follow relevant AP Policies in accounting manual

·       Review and process all invoices, including checking for correct accounts, donors, cost centers and supporting documentation

·       Complete monthly credit card reconciliation, including downloading and formatting credit card statements, checking for correct accounts, donors, cost centers and supporting documentation

·       Enter all invoices and credit card activities in the accounting software

·       Respond to inquiries and matters related to payments and act as a liaison for staff and external vendors

·       Run reports related to AP and credit card activities, including aging summary, bill payments, etc. 

·       Assist with semi-monthly payment cycles, including keeping and monitoring timelines, printing checks, obtaining all necessary signatures, preparing and mailing checks, and running semi-monthly list of bills paid

·       Maintain and oversee vendor files

·       Assist with processing of c4 related expense reimbursements

·       Assist with other AP and credit card related activities, including reports, as needed

Accounts receivable (AR)

·       Review and follow AR Policies in accounting manual

·       Daily enter all contributions received in donor database, ensuring that contributions are coded correctly to support fundraising activities

·       Send daily list of all contributions received

·       Verify all entries with finance and development teams for the most recent coding and updates

·       Prepare acknowledgment letters for all donations within 48 hours of receipt

·       Ensure acknowledgment letters reflect donor intent and any special requirements

·       Work with Executive Assistant and CEO to get all acknowledgment letters signed in a timely manner

·       Scan and log signed acknowledgment letters in fundraising software prior to mailing

·       Reconcile fundraising software donation records with online donation platform records every ten days to ensure all donations, including library contributions, have been entered appropriately

·       Run WePay report weekly and enter all credit card donations that have cleared the bank in fundraising and accounting software

·       Submit all processed checks to supervisor for deposit to bank

·       Assist with other AR related activities, including reports, as needed

Office Management

·       Conduct Operations Orientation for all new hires

·       Monitor supplies and order when necessary

·       Walk through the office at least twice daily to monitor staff, safety and maintenance needs

·       Coordinate with building management to ensure that office stays clean and organized at all times

·       Coordinate with building management for recycling pick up, scheduled list of guests, building passes for employees, and office related requests

·       Inform and follow up with vendors about equipment maintenance and repairs

·       Manage recycling of boxes, IT equipment and other items

·       Handle all UPS mailings for office staff


Salaries at the Roosevelt Institute are competitive and we provide a flexible benefits program at minimal cost to the employee. We offer a rewarding, friendly, supportive, and collaborative work environment, excellent health insurance coverage, paid time off, and employer pension contributions when eligibility criteria are met.

Level of Language Proficiency

 Bachelor’s Degree required

·       Minimum of two years in a position that involved data entry management 

·       Passion for data

·       Proven ability to connect data entry to finance and fundraising activities, needs, and outcomes

·       Excellent attention to detail

·       Computer proficient, specifically in MS Excel and Word

·       Experience working in QuickBooks, FUNDEZ or other accounting software

·       Experience working with Salesforce or other donor databases

·       Strong verbal and written communication skills

·       Able to meet deadlines while managing multiple tasks simultaneously

·       Self-starter who can work independently

·       Maintains confidentiality when working with sensitive information

·       Hardworking, dedicated and a team player

Professional Level

Entry level

Minimum Education Required

4-year degree

How To Apply

When applying, please submit your cover letter and resume as one document by August 15, 2018. Applications without cover letters will not be considered.  No phone calls, please. While applications will be accepted until the position is filled, interested parties are encouraged to apply by August 15, 2018. Initial interviews will be conducted over the phone or Skype. We will only contact applicants who are being considered for interviews.

With contingent offer of employment, Roosevelt Institute will conduct a background check. The type of background check conducted varies by position and can include, but is not limited to, employment records, education verification, criminal records, and credit history.