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Nu Advisory Partners

Deputy Director, Finance, Planning & Analysis

Bill & Melinda Gates Foundation

Bill & Melinda Gates Foundation

Accounting & Finance
Seattle, WA, USA
Posted on Friday, October 20, 2023

The Foundation

We are the largest nonprofit fighting poverty, disease, and inequity around the world. Founded on a simple premise: people everywhere, regardless of identity or circumstances, should have the chance to live healthy, productive lives. We believe our employees should reflect the rich diversity of the global populations we aim to serve. We provide an exceptional benefits package to employees and their families which include comprehensive medical, dental, and vision coverage with no premiums, generous paid time off, paid family leave, foundation-paid retirement contribution, regional holidays, and opportunities to engage in several employee communities. As a workplace, we’re committed to creating an environment for you to thrive both personally and professionally.

The Team

The Finance Planning & Analysis (FP&A) team is responsible for optimizing portfolios to achieve foundation goals, engaging with partners and grantees, and identifying and analyzing grants to maximize foundation impact.

• Portfolio Management: Optimize finite resources across portfolios to achieve foundation goals using a fluid capital market approach to fund priorities.

• Partners and Grantees: Engage in coordinated strategic and business analysis across funders and institutions with shared strategic objectives and strengthen partners to improve their capacity to execute.

• Grants: Assess value for money, identify and mitigate risk, and provide financial analysis in order to maximize grant impact.

The Global Health Finance team operates at the intersection of Finance & Resource Planning (F&RP) and Global Health (GH) and plays a crucial role in investing the Gates Foundation’s resources wisely and boldly in impactful and innovative programs. The GH division is organized in Program Strategy Teams (PSTs) which bring together scientists, industry experts and other professionals. The PSTs are focused on reducing inequities in health by developing new tools and strategies against infectious diseases (e.g. HIV, TB, Malaria, and Pneumonia) in developing countries. The members of the GH Finance team are embedded in the PSTs, providing the financial expertise for their investment activities.

Our culture shapes our choices about what we do and how we do it. We believe that energized people, working well together, fueled by great leadership in an inclusive environment can do extraordinary things! We expect foundation employees to intentionally and consistently embody our values of optimism, collaboration, rigor, innovation, and inclusion.

The Deputy Director (DD) works closely with their divisions, the leaders and specialists within PSTs to support investment-making, pipeline management, strategic financial planning, and larger cross-organizational initiatives. This role will involve a balance of relationship management, people management, direct program team support, as well as thought-partnership to divisional leadership. The DD will lead a team of Finance staff who support their PSTs and be responsible for providing leadership and managing the team's portfolio of projects, quality of deliverables and important decisions.

This role will oversee the annual planning process, the foundation’s approach to strategic planning and budgeting. It will also develop and deliver a strategy to identify, prioritize, and meet information needs for program and operational staff, related to financial and investment data within the divisions and teams they support. This role also manages resource allocation to various projects and directs work activities.

Core FP&A Responsibilities

  • In partnership with division leadership and alongside the Program Chief Financial Officer (PCFO), this role leads the division forecasting, current year budget management and planning process, and partners closely to design and execute the annual planning process for each division; ensuring that program deliverables conform to overall foundation needs.

  • Acts as financial advisor, providing financial and business expertise on their portfolios and key investment transactions. Supports PCFO to build and maintain positive relationships with program leadership, as both a thought partner and collaborator.

  • Leads the financial structuring of large and strategic investments, working closely with internal specialists (Program Officers and their FP&A team) and external partners (grantees) to negotiate and structure transactions that maximize impact. This may include partner organization due diligence.

  • Advises on organizational effectiveness topics relative to critical foundation partners.

  • Directly responsible for recruitment, retention and people management of Senior Finance Managers, Finance Managers and/or Associates that provide financial support to the PSTs within a division. Communicates and manages performance expectations including goal alignment, giving, and seeking feedback, providing coaching, measuring progress, and holding people accountable. Cultivates team culture, by supporting employee development and recognizing achievement and lessons learned.

  • Prioritizes diversity, equity, and inclusion and acts on these priorities by encouraging diverse, equitable and inclusive practices to build a work environment where everyone can do their best work in contributing towards our impact.

  • Leads input to investment portfolio management decisions in support of planning, forecasting and tradeoff decisions across strategies.

  • Leads or participates in cross-organizational projects and partners with peer leaders to drive foundation-wide initiatives both internal to finance and in collaboration with cross-functional partners (i.e., program teams, business partners, etc.).

  • Leads cross-divisional projects to improve efficiencies and processes across FP&A.

  • Leads as a subject matter expert on business and financial topics to an array of different partners. Cultivates the sharing of best practices and the evolution of policies across finance and other divisions.

  • Responsible for investment reviews, partner engagement and portfolio management.

Division-Specific Responsibilities

  • Articulate and adept at ensuring a strong value proposition of the FP&A function to deliver impact in support of programmatic work.

  • Co-leads the GH Finance team with the PCFO and a peer Deputy Director, creating a work environment where everyone can thrive and work to contribute towards our impact while prioritizing diversity, equity, and inclusion.

  • Leads all aspects of a portfolio of GH Finance projects, drives team meeting agendas and manages assignments of people to PSTs and projects.

  • Leads our initiative to manage clinical trial costs in partnership with others from the Global Health Division and foundation subsidiary, Gates Medical Research Institute. This includes external engagement with key grantees (such as Product Development Partnerships) and potential vendors.

  • Proactively leads financial and data-driven modeling initiatives with a lens to improving our efficiency as a Division and advancing diversity, equity and inclusion in our work.


You are a creative, thoughtful, and curious leader who has an excellent track record of achievement in roles of increasing responsibility. You should be prepared to work across a diverse set of disciplines, bridging a wide range of expertise, with a demonstrated ability to work with agility, efficiency, and diplomacy in a dynamic environment! Additionally, we seek:

  • Bachelor’s degree with 15 years of strategic financial analysis and/or planning and leadership experience, or equivalent years of relevant experience.

  • Deep experience and understanding of risk management and organizational due diligence.

  • Mastery of analytics skills, including financial modeling, decision modeling, developing pro forma financial statements, and data analysis.

  • Robust business analytical, quantitative, and modeling skills for a broad variety of business models and transaction types.

  • Strong written and verbal communication skills that are appropriately right sized to relevant audiences.

  • Communicates sophisticated financial concepts to partners with a diverse set of backgrounds, including leadership, program staff, grantees, and other foundation operational resources.

  • Strong project management skills and ability to work on multiple projects - or support multiple teams – simultaneously.

  • Strong people leadership skills supervising a team (of at least 3 people) that collaborates in a dynamic and highly matrixed environment.

  • Success working with individuals at all levels of an organization (very junior to C-Level executives).

  • Professional presence and high degree of maturity, with a demonstrated ability to communicate and resolve issues effectively.

  • Skilled in group problem solving and collaboration to resolve problems involving internal and external partners in a matrixed environment.

  • Works with efficiency, diplomacy, and flexibility as part of a team with diverse cultural and professional backgrounds.

  • Highest level of integrity and leadership by example, helping to set the tone for the organization and demonstrate an affinity for creating and enabling an inclusive culture.

  • Experience in global health, pharma/biotech Industry or other healthcare-related field preferred. Experience with clinical development of drugs or vaccines a plus.

  • International finance experience/exposure preferred.

  • Interest or experience in AI preferred.

  • Must be able to legally work in the country where this position is located without visa sponsorship.

The typical salary range for this role is $149,800 to $278,700. The exact offer will be determined by a variety of factors such as the candidate’s individual skills, qualifications, and experience relative to the requirements of the role.

Hiring Requirements

As part of our standard hiring process for new employees, employment will be contingent upon successful completion of a background check.

Candidate Accommodations

If you require assistance due to a disability in the application or recruitment process, please submit a request here.

Inclusion Statement

We are dedicated to the belief that all lives have equal value. We strive for a global and cultural workplace that supports ever greater diversity, equity, and inclusion — of voices, ideas, and approaches — and we support this diversity through all our employment practices.

All applicants and employees who are drawn to serve our mission will enjoy equality of opportunity and fair treatment without regard to race, color, age, religion, pregnancy, sex, sexual orientation, disability, gender identity, gender expression, national origin, genetic information, veteran status, marital status, and prior protected activity.