Finance Director

Overview

The Participatory Budgeting Project (PBP) is seeking a Finance Director to join the small but effective team at our award-winning organization.

The Finance Director is responsible for managing the financial operations of the organization by ensuring the organization’s financial health and sustainability. This role will oversee all financial reporting, budgeting, forecasting, financial analysis, and compliance requirements. The Finance Director will work closely with the acting Executive Director and Board of Directors to develop and implement financial strategies that support the organization’s mission and goals.

Duties and Responsibilities

Financial Management

• Develop and implement financial strategies that support the organization’s mission and goals
• Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis
• Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other financial systems
• Prepare and present financial reports to the Executive Director and Board of Directors, providing analysis and recommendations as needed
• Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements
• Manage relationships with external partners, including banks, auditors, insurers, and other financial service providers
• Support the coordination of invoicing processes for the receipt of revenue from clients, foundations, and other donations/contributions
• Coordinate and support the payment of bills and expenses
• Enter financial data into the accounting software (Quickbooks) using financial systems created ensuring accurate coding and data.
• Process semi and bi-weekly payroll

Budgeting and Forecasting

• Develop and oversee the annual budgeting process, working closely with the Co-ED’s, program managers, and other stakeholders to develop realistic and achievable budgets
• Monitor actual performance against budget and provide regular updates and analysis to the Executive Director and Board of Directors
• Develop and maintain financial forecasting models that support long-term financial planning, respond to changing organizational scenarios, and facilitate decision making

Leadership

• Lead the Finance Committee, collaborating with other committee members (from Staff and Board) to provide strategic financial guidance and support to the organization
• Support all staff with finance expertise and provide leadership and mentorship to the finance team, fostering a culture of continuous improvement and professional development

Board Relations and Reporting

• Report on the financial performance of the organization to the Board of Directors, including regular updates on budget performance, forecasts, and financial risks and opportunities
• Collaborate with the Executive Director/Co-Executive Directors and Board of Directors to develop and implement new and improve existing financial policies and procedures that align with the organization’s values and strategic goals
• Represent the organization at internal and external events and meetings, providing financial guidance and support as needed

Tax Filing and Compliance

• Oversee all tax filings and compliance requirements, ensuring that the organization is in compliance with all relevant laws and regulations
• Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; MBA or CPA strongly preferred
• At least 5 years of progressively responsible experience in financial management
• Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance
• Knowledge of financial management software, including Quickbooks
• Strong leadership and management skills, with experience building and leading high-performing teams
• Excellent analytical, problem-solving, and decision-making skills
• Strong communication and interpersonal skills, with the ability to communicate financial information to non-financial stakeholders

About Participatory Budgeting Project

For 10 years, the Participatory Budgeting Project (PBP) has empowered people to participate in democracy through revolutionary civics in action and seeks to collaboratively transform democracy to center community power. Our work focuses on Participatory Democracy as a practice of collective governance where we all share real decision-making power rather than just a select few. This includes our work to expand Participatory Budgeting (PB) processes that give people real power over the money that affects their lives. Through our work with PB partners in over 30 cities, we have engaged over 534,000 people in deciding how to spend over $337 million. We support partners in establishing and running PD processes in a range of settings (e.g. cities, schools, organizations) across the United States.

PBP is a newly remote first organization and is at an exciting moment of transition, growth, and change. We continue to refine how we create an organizational culture and practices that cultivate a supportive work environment. We have a Co-Executive Leadership model that accompanies our organizational and decision-making structure based on sociocracy that provides a collaborative and distributed leadership structure.

Values, Compensation, and Benefits

Our organizational practices strive to embody our core values of community, equity, learning, participatory democracy, and transparency. We make decisions together, through team-based processes, sociocratic consent, and a commitment to building trust in our team. This means all staff are deeply engaged in the organization’s planning and decision-making.

An ideal candidate will thrive in a collaborative environment, be ready to dream big and turn those dreams into achievable goals with a deeply committed team. Our (virtual) office culture is evolving as we quickly grow, and we invite you to build it with us!

We invest in the professional growth and personal care of our people, including strong benefits:

• Three (3) weeks annual paid vacation, eleven (11) paid holidays, five (5) floating holidays, and two (2) week-long paid summer and end of year org-wide closures
• Full employee coverage for health insurance (including dental and vision), flexible spending account, life insurance; option available for dependents and/or spouses/partners to join at cost
• Retirement plan with up to 2% employer match
• Generous Sick & Wellbeing Leave, Family Leave, and Emergency Sick Leave policies
• Professional development resources as well as work from home resources
• Schedule and work site flexibility to accommodate your life, including families, continuing education, and community leadership

This position is remote and offers ample flex time to accommodate the need for non-traditional hours. This is a full time position (40 hours per week). The person who fills this position would be expected to work a Monday - Friday schedule, from 10am - 6pm, with some flexibility for alternate schedules. The annual salary for this position is $90,000.

PBP is an Equal Opportunity Employer, strongly committed to building a staff that represents the diversity of communities we work in. We strongly encourage applications from black, indigenous, and people of color, women, people with disabilities, and LGBTQIA+ individuals.