Budget Director

Working Families Party • Brooklyn, NY

1d • Hybrid

About The Position

EpicWorks provides movement organizations with values-aligned infrastructure and services, including financial management, people practices, legal compliance, and organizational health. This role works directly for EpicWorks, not Working Families Party or Working Families Power, and reports to the Chief Financial Officer.

The Budget Director helps leaders of EpicWorks Participating Organizations understand their financial position, plan effectively, and make sound financial decisions. The role supports the CFO across all Participating Organizations, with a significant focus on department heads at Working Families Party and Working Families Power. In close partnership with the Director of Management & Budget at those organizations, the Budget Director leads the technical financial work for budgeting and forecasting. The role also provides financial guidance to a portfolio of other Participating Organizations and fiscally sponsored projects, partnering with the Director of Participating Organization Services on their overall support experience.

The Budget Director translates complex financial information into practical guidance, builds trusted relationships with leaders who have varying levels of financial expertise, supervises and develops finance staff, and balances strategic leadership and relationship management with hands-on financial analysis and problem-solving. The position is managerial and excluded from EpicWorks’ bargaining unit. It requires in-person work a few days per week in the Brooklyn, New York office. Applicants must already be authorized to work for any U.S. employer; employment visa sponsorship is unavailable.

Requirements

• 7–10 years of progressive nonprofit finance experience, including leadership or supervisory experience.
• Significant experience with budgeting, forecasting, financial analysis, cash flow management, and management reporting.
• Experience serving as a strategic financial partner to executives, department heads, or other organizational leaders.
• Experience in complex, multi-entity nonprofit environments, including 501(c)(3) and 501(c)(4) organizations.
• Strong understanding of GAAP, internal controls, and nonprofit financial management.
• Exceptional ability to translate complex financial information into practical guidance for non-finance leaders.
• Strong relationship-building and service orientation, with excellent communication and follow-through.
• Commitment to EpicWorks’ values of Accountability, Justice, Resilience, and Collective Responsibility.
• Experience improving financial processes, reporting tools, dashboards, and systems.
• Experience supervising and developing finance staff.
• Experience with NetSuite or similar financial management systems.
• Must be currently authorized to work for any employer in the United States; EpicWorks cannot sponsor or take over sponsorship of employment visas.
• Ability to work in person a few days per week in the Brooklyn, New York office.

Nice To Haves

• Experience with fiscally sponsored projects and grant-funded organizations.
• Experience in political, advocacy, movement, or other mission-driven organizations.

Responsibilities

• Serve as a financial partner to department heads and senior leaders at Working Families Party and Working Families Power.
• Lead the technical financial work for annual budgeting and regular forecasting.
• Regularly review budgets, actual spending, forecasts, staffing assumptions, and financial commitments with leaders.
• Identify significant variances, emerging risks, and financial trends, and explain their potential implications.
• Model financial scenarios and help leaders evaluate staffing, programmatic, and operational decisions.
• Translate financial information into clear, actionable guidance for non-finance audiences.
• Provide hands-on support to departments prioritized by the CFO and Director of Management and Budget.
• Develop a strong understanding of the accounting system and the revenue and expenses underlying budget-versus-actual reports, including fundraising projections and actual results.
• Support development of financial dashboards tailored to the reporting and decision-making needs of Working Families department and division directors.
• Provide financial guidance to Participating Organizations and fiscally sponsored projects on budgeting, forecasting, cash flow, reporting, and financial planning.
• Meet regularly with organizational leaders to review financial performance, identify risks, and support sound decisions.
• Develop training, tools, dashboards, templates, and written guidance to strengthen financial management across organizations.
• Support financial onboarding of new Participating Organizations, including workflows, expectations, and financial systems.
• Collaborate with other EpicWorks teams to provide coordinated and responsive support.
• Develop and improve budgeting, forecasting, financial reporting tools and methods, and enterprise-level financial planning processes.
• Partner with the Controller and accounting staff to ensure management reporting is timely, accurate, and grounded in sound accounting practices.
• Support improvements to NetSuite and other financial systems and identify opportunities to streamline or automate reporting and analysis.
• Supervise and develop finance staff, set clear priorities and expectations, and foster accountability, collaboration, and excellent service.
• Perform detailed financial analysis and operational work when needed.

Benefits

• Paid time off.
• Health insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Flexible spending accounts.
• Retirement plan options.
• Professional development funding.
• Remote work support.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed