Financial Planning Associate

The Financial Planning Associate will report to the Director of Financial Planning and Analysis in developing systems, implementing processes, and providing analysis to stakeholders at a variety of levels across the organization.  This position serves administrative departments and programs in providing the tools and data necessary to make informed decisions.

The objective of the Financial Planning and Analysis function within the Finance Department is to provide leadership with synthesized reporting of Helmsley’s grantmaking and operational expenditures and the impact on Helmsley’s endowment.  The information must be presented at a Helmsley-wide and program level to support decisions which will optimize the Helmsley’s ability to meet its philanthropic objectives over the short, intermediate, and long term.

  • Participate in monthly meetings with department and program heads to review their forecast status, update forecast files and prepare reporting package for review;
  • Support the budgeting and forecasting process for grants and operating expenses by working closely with program and administrative department heads in understanding their data and analysis needs and develop models and tools as necessary to improve the accuracy of their numbers;
  • Maintain and provide enhancements to budgeting and forecasting tools in Excel and Adaptive planning;
  • Provide accurate and timely reporting for grants and operating expenses on a weekly, monthly, and quarterly basis;
  • Develop and maintain quantitative analysis and ensure the accuracy of numbers; and
  • Support the Director of Financial Planning & Analysis, programs, and other departments with general support on finance or program-related projects.
  • 3-5 years of experience, with a focus on financial planning, analysis, and strategy;
  • Experience with nonprofits and foundations helpful but not necessary;
  • Excellent Excel and Power Point skills are a must;
  • Knowledge of Adaptive Planning, and basic accounting principles is a plus;
  • Acumen in translating financial analyses into meaningful, actionable end products for operating managers;
  • Strong verbal and written communication skills;
  • Ability to maintain confidentiality and accuracy of information;
  • Ability to work independently, handling and prioritizing multiple time-sensitive projects; possess a firm commitment to meeting deadlines;
  • Experience working with a variety of stakeholders and interact professionally with managers, officers, and Trustees;
  • Experience participating on cross-functional teams; demonstrated interpersonal and teamwork skills including flexibility, relationship building, interpersonal communications, and ability to collaborate effectively with colleagues; and
  • Highly focused and positive attitude.

The position is based at the Helmsley's main office in New York City. Send resume (in Word or PDF format) and cover letter to  Include “Financial Planning Associate” in the subject line.  Only those selected for an interview will be contacted.


The Leona M. and Harry B. Helmsley Charitable Trust aspires to improve lives by supporting exceptional efforts in the U.S. and around the world in health and select place-based initiatives. Since beginning active grantmaking in 2008, Helmsley has committed more than $1.5 billion for a wide range of charitable purposes. Learn more about Helmsley at

The above statements are intended to describe the general nature and level of work being performed by the incumbent(s) of this job.  They are not intended to be an exhaustive list of all responsibilities and activities required for the position.  Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.