Jobs at EPI

Director of Finance and Administration

The Economic Policy Institute (EPI), the nation’s leading progressive economic think tank, is seeking an experienced and strategic finance and administration director to support the organization’s finance and organizational planning, budgeting, and administrative functions. The ideal candidate will be collegial, well-organized, detail-oriented, and will help drive our organizational strategy forward by setting sustainable and transparent financial priorities. This is a great opportunity for a finance and operations leader to maximize and strengthen the internal capacity of an extremely competent team to function at their highest level.

The Director is responsible for all accounting functions, financial statements, audit and tax return preparation, asset management, grant reporting, budgeting and financial projections and planning, general business operations, landlord/subtenant management, facilities, computer network operations, monitoring legal and regulatory compliance related to accounting matters, collaborating with development on fundraising, and overseeing finance and administration staff.

Essential Responsibilities:

  • Direct all accounting activities; maintain or create, as necessary, policies and procedures to ensure effective internal controls; oversee all required adjustments/journal entries; monitor grants and accounts receivable; manage annual audit and preparation of tax return; generate financial statements and reports for funders, staff and board.
  • Manage budgeting and finances, including directing investments; monitor grant compliance and reporting; prepare short- and long-range financial projections and plans to meet cash requirements; prepare and monitor budgets for all projects, programs and departments.
  • Direct administration, including managing office support functions, facilities, equipment, and furnishings; provide oversight of purchasing and procurement functions; maintain adequate business insurance policies; assure compliance with business regulations.
  • Oversee computer, communications and network operations; supervise IT contractors; monitor infrastructure requirements and plan for upgrades; oversee setup of workstations for new employees.
  • Develop policies and procedures for office management; participate in Collective Bargaining Agreement negotiation; evaluate costs of collective bargaining proposals; participate in labor/management meetings.
  • Collaborate with development staff on fundraising, projections, budgeting, reporting, and soliciting, tracking and realizing projected and existing grants and donations.
  • Identify suitable office space and negotiate lease when needed; manage design, outfitting, construction and office move; manage subleased space/subtenants and relationship with landlord.
  • Together with other Senior Staff, strategically plan for the Institute’s future and financial stability and strength.
  • Other duties as assigned.

Requirements:

  • BA in Accounting, Finance, Business or related field, Master’s degree or CPA preferred, or equivalent combination of education and experience and/or 8-10 years of financial/accounting and business management experience preferred.
  • Solid knowledge of generally acceptable accounting practices, IRS regulations, and accounting and business operations in a non-profit environment.
  • A proactive leader with evidence of having developed short, medium, and long-term financial plans and forecasts for a non-profit organization 501(c)(3), including fund accounting with ability to shift focus based on organizational needs.
  • Proficient and versatile with accounting, spreadsheets (Excel), grant management, and office software; attention to detail; and ability to handle and prioritize multiple tasks. IT management experience a plus.
  • Capacity to build trust, confidence, and consensus around priorities within the department, across departments, and with partner organizations.
  • Ability to be flexible with schedule, working evenings or on weekends as needed to meet tight deadlines. (However, EPI values work-life balance, and staff are discouraged from working long or irregular hours on a routine basis).

To apply: Please send a cover letter articulating your interest in this position and salary requirements, along with a resume to careers@epi.org, with the subject line: “Director of Finance and Administration.” Applications without a cover letter will not be considered.

Pay for this position will start at $125,000 and is commensurate with experience. EPI offers a competitive salary and an excellent benefits package, including generous paid time off as well as retirement contributions, medical, vision, dental, short- and long-term disability, and life insurance.

EPI is a unionized workplace. The finance and administration director is not in the union, but manages union staff members.

EPI is an equal opportunity, fair chance, affirmative action employer, committed to building a diverse and inclusive workforce. All qualified applicants will be considered for employment without regard to race, color, creed, national origin, sex, age, disability, marital status, sexual orientation, military status, prior record of arrest or conviction, citizenship status, or caregiver status.