Budget Director

Working Families Party•New York, NY

1d•$99,800 - $132,000•Hybrid

About The Position

The Budget Director reports to the Chief Financial Officer and helps EpicWorks Participating Organization leaders understand their financial position, plan effectively, and make sound financial decisions. The role translates financial data into clear choices and implications for leaders, supporting the CFO at the enterprise level across Participating Organizations. It provides extensive support to department heads at Working Families Party and Working Families Power, working closely with their Director of Management & Budget, who owns the budget process, strategy, and decision process. The Budget Director leads the technical financial work needed to support those processes. The position also provides financial guidance to a portfolio of EpicWorks Participating Organizations and fiscally sponsored projects. It builds trusted relationships with leaders who have varying levels of financial expertise and works with the Director of Participating Organization Services to support their experience. The Budget Director supervises finance staff while balancing strategic leadership and relationship management with hands-on financial analysis and problem-solving. The role requires in-person work a few days per week in the Brooklyn, NY office. It is a managerial position excluded from EpicWorks' bargaining unit. Applicants must already be authorized to work for any employer in the United States; employment visa sponsorship is not available.

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 working 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; employment visa sponsorship is not available.

Nice To Haves

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

Responsibilities

Serve as a financial partner to department heads and senior leaders at Working Families Party and Working Families Power.
Lead technical financial work for annual budgeting and regular forecasting to support department leaders and budget managers.
Regularly review budgets, actual spending, forecasts, staffing assumptions, and financial commitments with leaders.
Identify significant variances, emerging risks, and financial trends, and explain their possible implications.
Model financial scenarios and help leaders evaluate staffing, programmatic, and operational decisions.
Translate financial information into clear, actionable information for non-finance audiences.
Provide hands-on support to priority departments as identified 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 revenue 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, including budgeting, forecasting, cash flow, reporting, and financial planning.
Meet regularly with organizational leaders to review financial performance, identify risks, and support sound decision-making.
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 continuously 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.