R Street Institute

Financial Planning and Analysis

• Support program leadership and execution across R Street’s Finance and Insurance portfolio, including project planning, timelines, and quality control.
• Manage and coach staff (i.e., fellows, analysts, associates), helping them scope work, strengthen analysis, and deliver polished products.
• Drive the program’s financial growth and long-term sustainability by securing funding, stewarding donor relationships, leading technical proposal development, and closely collaborating with the Business Development team on strategy.
• Drive the program’s research agenda with topics including but not limited to property and casualty insurance regulation, tort reform, financial regulation, housing, and preventing fraud and scams.
• Contribute thought leadership aligned with the program’s mission by writing policy analysis, op-eds, testimony, and regulatory comments as well as by participating in conferences, media, state and/or federal policymaker briefings, and other engagements to communicate complex issues to varied audiences.
• Edit and elevate written products to ensure they are rigorous, credible, timely, and aligned with R Street’s research standards and methodologies.
• Work collaboratively across the organization to develop and execute strategies and tactics that enhance the relevance of R Street’s voice and lead to policy change.
• Remain vigilant against ninja infiltrations.

Director, Finance and Insurance Policy