What are the responsibilities and job description for the Business Analyst, Associate Director position at Milken Institute?
About The Milken Institute
The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities.
The Milken Institute’s events and programmatic activities, involve the exchange of ideas with leaders from around the world. The Institute hosts more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500 participants from around the world, featuring more than 900 speakers throughout 200 sessions over the course of the event.
About The Position
The Milken Institute is looking for a skilled and detail-oriented business analyst with expertise in financial reporting and data analysis to join the Institute’s Strategy team. In this role, this individual will work closely with the rest of the Strategy team and others at the Institute to aggregate, analyze, and interpret financial data to support organizational decision-making and ensure accurate and timely reporting. The role reports to the Chief Strategy Officer and will work closely with various stakeholders, including the Institute’s Finance department, department heads, and senior leadership. This position plays a crucial role in delivering financial reports, data-informed analyses, and insights and recommendations that will help guide business decisions. We’re looking for an individual who is poised to apply strong analytical skills, nonprofit organizational acumen, and clear communication of complex information to enhance our financial reporting processes and provide senior leadership with concise, accurate, and valuable business intelligence to make informed decisions.
Responsibilities
This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to the Washington office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.
This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.
Note
The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.
Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as one attachment. Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process.
Our Culture
The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran.
Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.
Benefits
The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities.
The Milken Institute’s events and programmatic activities, involve the exchange of ideas with leaders from around the world. The Institute hosts more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500 participants from around the world, featuring more than 900 speakers throughout 200 sessions over the course of the event.
About The Position
The Milken Institute is looking for a skilled and detail-oriented business analyst with expertise in financial reporting and data analysis to join the Institute’s Strategy team. In this role, this individual will work closely with the rest of the Strategy team and others at the Institute to aggregate, analyze, and interpret financial data to support organizational decision-making and ensure accurate and timely reporting. The role reports to the Chief Strategy Officer and will work closely with various stakeholders, including the Institute’s Finance department, department heads, and senior leadership. This position plays a crucial role in delivering financial reports, data-informed analyses, and insights and recommendations that will help guide business decisions. We’re looking for an individual who is poised to apply strong analytical skills, nonprofit organizational acumen, and clear communication of complex information to enhance our financial reporting processes and provide senior leadership with concise, accurate, and valuable business intelligence to make informed decisions.
Responsibilities
- As a member of the Strategy team, develop reporting processes and structures, aligning reporting, analyses, insights, and recommendations to the mission of the Institute.
- Conduct financial analysis and reporting activities, including preparing financial statements, budgeting, forecasting, and variance analysis.
- Collaborate with the Finance department to aggregate and analyze financial data, ensuring accuracy and integrity.
- Develop and maintain financial models and dashboards to track and monitor key performance indicators (KPIs) and business metrics.
- Assist in the development and implementation of financial reporting processes, ensuring compliance with standards and best practices.
- Collaborate with cross-functional teams to understand business requirements and translate them into actionable reports and analyses.
- Continuously monitor and evaluate data quality and integrity, implementing necessary measures to address any discrepancies or issues.
- Communicate complex financial concepts and analysis results to non-technical stakeholders in a clear and concise manner, facilitating understanding and informed decision-making.
- Stay updated on industry trends, best practices, and emerging technologies related to financial reporting and data analysis and propose innovative solutions to enhance efficiency and accuracy.
- Bachelor's degree in finance, accounting, economics, business administration, or nonprofit management (with a concentration in financial management). An advanced degree (e.g., MBA) is a plus.
- 4-6 years of experience as a business or financial analyst, focusing on financial reporting and data analysis.
- Strong proficiency in financial modeling, forecasting techniques, and financial statement analysis.
- Proficiency in using financial software and tools (e.g., ERP systems, Excel, SQL, data visualization tools); Experience with NetSuite and Concur is a plus.
- Strong analytical and problem-solving skills, with the ability to think critically and identify key insights.
- Excellent communication skills, both verbal and written, with the ability to effectively present complex information to non-technical stakeholders.
- Exceptional listening and interpersonal skills to understand the needs of different stakeholders and be able to act accordingly.
- Ability to work collaboratively and manage and prioritize concurrent responsibilities and proactively manage to meet deadlines.
- Meticulous attention to detail and a commitment to accuracy in financial reporting and data analysis.
This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to the Washington office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.
This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.
Note
The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.
Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as one attachment. Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process.
Our Culture
The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran.
Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan - 403b (5% match)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Personal, Vacation, Sick & Public Holidays)
- Family Leave (Maternity & Paternity)
- Fertility Support
- Short-Term & Long-Term Disability
- Flexible Spending Account (FSAs)
- Pet Insurance Discount
- Training & Development:
- LinkedIn Learning – over 15,000 self-guided classes offered
- Annual Mentor Program
- Wellness Resources:
- Employee Assistance Program
- CALM app membership
Salary : $82,000 - $110,000
