Hybrid Director, Finance

at EDI Caucus

• Job title: Director, Finance
• Job type: Full Time
• Experience level: Lead
• Salary: $90,400 - $104,250 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Washington, United States

About the role

• Director of Finance overseeing finance operations at Future Caucus, ensuring compliance and strategic decision support. Collaborating closely with the COO and program directors for effective fund management.

Responsibilities

• Create and maintain finance policies, ensuring strong internal controls
• Support the COO in managing the annual budgeting process for the organization, ensuring accuracy, transparency, and alignment with strategic goals and grant outcomes
• Support the COO and CEO in board relations related to financial leadership
• Prepare, analyze and ensure the accuracy of financial statements, including generating quarterly board reports and annual reports
• Partner with senior staff and directors to ensure financial literacy and accountability
• Provide scenario modeling to support leadership decision-making processes
• Collaborate with the Programs & Development departments to ensure financial alignment
• Assist the accounting firm with annual audit process
• Work with the accounting firm to ensure timely processing of invoices and other accounts payable
• Complete all state and federal tax forms, registrations, licenses and insurance needs
• Serve as the ‘point person’ for staff with payroll questions
• Support project directors in the creation of their budgets annually
• Regularly improve budget templates to clarify the necessary action
• Support the creation of budget development for new grant proposals
• Support the financial grant reporting functions for active grants
• Track and account for grant deposits
• Review and distribute quarterly financial reports to directors, engaging in ongoing conversation to ensure an understanding of variances
• Approve small staff purchase requests
• Conduct monthly, quarterly, and annual reconciliations to ensure accuracy and completeness
• Track monthly cash flow and manage the monthly close process, ensuring accurate and on time team submissions and connections to our accounting firm
• Train staff to complete details for each transaction and review expenses to ensure alignment with policies
• Prepare COO’s expense reports
• Manage the relationship with our accounting firm
• Work with the program team to manage travel and events policy and processes, including vendors, tracking consultant contracts and prompt payments
• Manage semi-monthly payroll processes, including salary reconciliation processes
• Working with the executive team, evaluate employee compensation & benefit offerings in line with financially sustainable practices
• Perform other related duties as needed

Requirements

• Minimum of 5 years of relevant experience in finance-specific roles, with a strong preference for candidates with previous nonprofit experience
• Strong attention to detail and analytical skills
• Excellent written and verbal communication skills, with the ability to convey complex financial concepts clearly
• You thrive at the intersection of strategizing & executing
• Advanced proficiency in Microsoft Excel
• Experience with Quickbooks

Benefits

• transit stipend
• 401(k) with employer contributions
• generous vacation policy
• professional development stipend
• comprehensive health benefits