Finance and Operations Analyst

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Who We Are

The Learning Policy Institute (LPI) is a national organization that conducts and communicates independent, high-quality research to shape education policies and improve learning for each and every child. Nonprofit and nonpartisan, LPI connects policymakers at the local, state, and federal levels with the evidence, ideas, and actions needed to strengthen the pre-k to grade 12 education system and address the complex realities facing public schools and their communities. Working with policymakers, researchers, educators, community groups, and others who care about improving public schools, the Institute advances evidence-based policies that support empowering and equitable learning for all children. 

The Position

LPI seeks a full-time Finance and Operations Analyst to join its team of research, policy, communication, and operations staff in advancing the organization’s mission to foster equitable education for all children. This position may be based in either our Palo Alto, CA or Washington, DC office.

While reporting directly to Chief Financial and Administrative Officer and working closely with the Accounting Manager and Grants and Contracts Manager, the Finance and Operations Analyst’s primary responsibilities include 1.) forecasting, reporting, and analyzing spending, 2.) building and maintaining cost models for grants and indirect costs, and 3.) building and maintaining models for resource management.

Major Responsibilities

  • Forecast, report, and analyze spending for departments and grants.
    • Input budgets into financial system, run reports, and work with Accounting Manager to ensure accurate coding.
    • Meet with department heads, project leads, and leadership to review spending and produce accurate forecasts.
  • Build and maintain cost models for grants and indirect costs including analysis of benefits, travel, professional development, and other spending. Develop full-cost models for grants forecasting.
  • Support the Leadership Team’s resource management goals by populating, analyzing, and improving LPI’s existing tools.
    • Keep an evergreen model of our grant staffing.  Meet with project leads and leadership to review.
    • Collect data from ~40 staff members quarterly, run models (updating macros as needed) and produce reports for personnel management.
  • Support the Accounting Manager with work including depositing checks, assisting with the fortnightly ACH bill pay cycle, assisting with monthly close process and the annual audit.
  • Other duties as assigned.

Qualifications and Experience

  • Bachelor's degree in related area and 2 or more years of work experience, or an equivalent combination of education and experience.
  • Intermediate knowledge of financial and accounting concepts, processes, and procedures.
  • Intermediate knowledge of financial data management and reporting systems. 
  • Experience with Sage/Intacct is highly desired.
  • Advanced Excel skills including filtering, pivot tables, macros, and mathematical and conditional formulae.
  • Effective verbal and written communication skills and organizational skills.
  • Ability to multi-task in a high-volume environment.
  • Ability to use discretion and maintain confidentiality.
  • Must be authorized to work in the United States for any employer.

Dispositions

  • Passion for ensuring that all children receive empowering and equitable learning, especially historically underserved students.
  • Self-starter mentality and the ability to both work independently and foster collaborative working relationships, and to work well in a team-setting.
  • A demonstrated commitment to excellence and equity.
  • Ability to execute and exhibit good judgment.
  • An optimistic outlook and a flexible, innovative nature.

To Apply

Please submit a cover letter and resume here. Candidates invited to continue through the interview process will be asked to complete a job-related task/performance assessment at that time. 


The Learning Policy Institute is deeply committed to its staff’s health and well-being and strives to embody the organization’s values within the organizational structure. LPI offers competitive compensation and benefits; prioritizes and provides financial support for professional development; supports diversity, equity, and inclusion work internally; and values a collaborative culture. LPI is an equal opportunity employer. Candidates of all backgrounds are encouraged to apply.