EpicWorks provides movement organizations with the values-aligned infrastructure and services they need to fulfill their missions with confidence. We help strengthen the core of their operations by providing essential dependable services related to people practices financial management legal compliance and organizational health. EpicWorks sets up organizations to achieve greater impact.
EpicWorks team members specialize in finance human resources compliance legal services organizational culture and labor relations. Each team member brings yearsoften decadesof experience supporting organizations fighting for justice.
This role will work directly for EpicWorks and will not be employed by Working Families Party or Working Families Power.
About This Role
Reporting to the Chief Financial Officer the Controller is responsible for the overall management and integrity of all financial accounting and reporting activities across multiple entities including the fiscally sponsored projects of Working Families Organization (WFO). This role ensures compliance with GAAP regulatory requirements and internal policies while supporting strategic financial decision-making. As a key member of the finance leadership team the Controller partners closely with senior leadership to maintain financial stability strengthen internal controls and manage the finance teamall in service of advancing EpicWorks work to support a range of movement organizations that are working toward racial gender economic environmental and all forms of justice.
The ideal candidate brings a strong commitment to progressive values and understands the rigorous financial stewardship necessary for political organizations. They are an excellent people manager who leads with clarity accountability and care and a diligent communicator who can translate complex financial information into accessible actionable insights. This role requires someone who can balance technical excellence with values-driven leadership fostering trust across teams and ensuring our financial systems actively support the integrity and sustainability of the organizations we serve.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Financial Management & Reporting
Oversee all accounting operations including general ledger accounts payable/receivable and financial reporting systems
Ensure compliance with GAAP and all regulatory and audit requirements
Maintain accurate and timely monthly quarterly and annual financial close processes
Prepare and review financial statements reports and supporting schedules
Analyze financial data and provide insights to support strategic decision-making
Develop and maintain balance sheet reconciliation processes and supporting schedules
Perform cash flow management and forecasting
Responsible for all intercompany transactions from payments and reconciliations through to audit schedule preparation
Leadership & Team Management
In concert with the Chief Financial Officer develop team goals and assist direct reports in setting work objectives
Supervise accounting staff including staff accountants and bookkeeping functions
Provide coaching guidance and performance oversight
Step in to support operational tasks when staffing gaps arise
Foster a culture of accountability continuous improvement and collaboration
Strategic & Organizational Support
Partner with senior leadership on financial strategy and organizational growth
Act as a financial advisor to internal stakeholders including board-level engagement when applicable
Identify process improvements and lead special finance projects
Maintain strong cross-functional communication across departments
Audit Tax & Compliance
Maintain and strengthen internal controls and financial policies
Lead all audit processes and serve as primary liaison with external auditors
Prepare and manage all required tax filings (e.g. Form) and supporting documentation
Ensure compliance with federal state and local financial regulations
Oversee annual audit requirements for 401k plans
In partnership with the Payroll team manage multiple 401(k) employer contributions
Grants Programs & Multi-Entity Oversight
Oversee accounting for all programs grants and fiscally sponsored projects
Manage financial operations across multiple entities
Ensure accurate grant tracking reporting and compliance
Provide financial reporting and support to program staff and leadership
Treasury & Banking
Manage banking relationships including oversight of accounts with financial institutions such as JPMorgan Chase
Oversee credit facilities loans etc.
Manage cash positioning wire transfers and reconciliations
Budgeting & Financial Planning
Assist CFO with the redesign and management of the annual budgeting process in collaboration with program and leadership teams
Support forecasting variance analysis and financial modeling
Provide strategic recommendations to improve financial performance
Support the work of the Revenue Manager by reviewing and updating key processes and serving as a mentor and guide.
Systems & Operations
Assist with the optimization of all financial systems including fund accounting platforms (e.g. NetSuite FundEZ)
Manage financial tools such as expense and card systems (e.g. OneCard Ramp)
Implement and improve financial processes systems and internal controls
Support business registrations and compliance (i.e. Franchise returns & State registrations) in coordination with Operations
SKILLS AND QUALIFICATIONS
Bachelors degree in Accounting Finance or related field (CPA and/or MBA preferred)
Minimum 710 years of progressive nonprofit accounting/finance experience including leadership roles
Strong experience with multi-entity and nonprofit/grant accounting environments
Demonstrated experience managing audits tax filings and financial reporting
Expertise in GAAP internal controls and financial compliance
Proficiency in accounting systems (e.g. NetSuite FundEZ or similar ERP platforms)
Experience managing fiscally sponsored projects and grant reporting
Core Competencies
High level of integrity professionalism and accountability
Strategic thinker with a hands-on solution-oriented approach
Strong analytical and problem-solving skills
Excellent communication skills with the ability to translate complex financial concepts
Proven ability to manage multiple priorities in a fast-paced environment
Strong leadership and team development capabilities
Additional Attributes
Ability to collaborate effectively with both finance and non-finance stakeholders
Commitment to continuous improvement and operational excellence
Experience supporting cross-functional teams and organizational initiatives
LOCATION
This role requires in person work a few days per week in the Brooklyn NY office.
UNION AFFILIATION
EpicWorks is a unionized workplace. This role is a managerial role and excluded from the bargaining unit. EpicWorks union employees are represented by Workers United affiliated with SEIU and the affiliated Local 1115 Workers United.
$154000 - $203000 a year
Salary & Compensation: The final salary will be determined based on an internal equitable scale that takes into consideration years of experience geographic location and final job description. The upper end of the salary range is reserved for individuals who significantly exceed the minimum qualifications and years of experience.
Applicants must be currently authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time.
Diversity Equity and Inclusion
EpicWorks is an equal opportunity employer with a commitment to economic and social justice. Women people of color LGBTQ people people with disabilities and members of other historically disenfranchised populations are strongly encouraged to apply. Any applicant who requires an accommodation in order to apply for or perform the essential functions of the job should contact us atemailprotectedwith the subject line Application Accommodation to request such an accommodation.
This role will work directly for EpicWorks and will not be employed by Working Families Party or Working Families Power.
About EpicWorksEpicWorks provides movement organizations with the values-aligned infrastructure and services they need to fulfill their missions with confidence. We help strengthen the core of their operations by providing essential dependable services related to people practices financial managemen...
About EpicWorks
EpicWorks provides movement organizations with the values-aligned infrastructure and services they need to fulfill their missions with confidence. We help strengthen the core of their operations by providing essential dependable services related to people practices financial management legal compliance and organizational health. EpicWorks sets up organizations to achieve greater impact.
EpicWorks team members specialize in finance human resources compliance legal services organizational culture and labor relations. Each team member brings yearsoften decadesof experience supporting organizations fighting for justice.
This role will work directly for EpicWorks and will not be employed by Working Families Party or Working Families Power.
About This Role
Reporting to the Chief Financial Officer the Controller is responsible for the overall management and integrity of all financial accounting and reporting activities across multiple entities including the fiscally sponsored projects of Working Families Organization (WFO). This role ensures compliance with GAAP regulatory requirements and internal policies while supporting strategic financial decision-making. As a key member of the finance leadership team the Controller partners closely with senior leadership to maintain financial stability strengthen internal controls and manage the finance teamall in service of advancing EpicWorks work to support a range of movement organizations that are working toward racial gender economic environmental and all forms of justice.
The ideal candidate brings a strong commitment to progressive values and understands the rigorous financial stewardship necessary for political organizations. They are an excellent people manager who leads with clarity accountability and care and a diligent communicator who can translate complex financial information into accessible actionable insights. This role requires someone who can balance technical excellence with values-driven leadership fostering trust across teams and ensuring our financial systems actively support the integrity and sustainability of the organizations we serve.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Financial Management & Reporting
Oversee all accounting operations including general ledger accounts payable/receivable and financial reporting systems
Ensure compliance with GAAP and all regulatory and audit requirements
Maintain accurate and timely monthly quarterly and annual financial close processes
Prepare and review financial statements reports and supporting schedules
Analyze financial data and provide insights to support strategic decision-making
Develop and maintain balance sheet reconciliation processes and supporting schedules
Perform cash flow management and forecasting
Responsible for all intercompany transactions from payments and reconciliations through to audit schedule preparation
Leadership & Team Management
In concert with the Chief Financial Officer develop team goals and assist direct reports in setting work objectives
Supervise accounting staff including staff accountants and bookkeeping functions
Provide coaching guidance and performance oversight
Step in to support operational tasks when staffing gaps arise
Foster a culture of accountability continuous improvement and collaboration
Strategic & Organizational Support
Partner with senior leadership on financial strategy and organizational growth
Act as a financial advisor to internal stakeholders including board-level engagement when applicable
Identify process improvements and lead special finance projects
Maintain strong cross-functional communication across departments
Audit Tax & Compliance
Maintain and strengthen internal controls and financial policies
Lead all audit processes and serve as primary liaison with external auditors
Prepare and manage all required tax filings (e.g. Form) and supporting documentation
Ensure compliance with federal state and local financial regulations
Oversee annual audit requirements for 401k plans
In partnership with the Payroll team manage multiple 401(k) employer contributions
Grants Programs & Multi-Entity Oversight
Oversee accounting for all programs grants and fiscally sponsored projects
Manage financial operations across multiple entities
Ensure accurate grant tracking reporting and compliance
Provide financial reporting and support to program staff and leadership
Treasury & Banking
Manage banking relationships including oversight of accounts with financial institutions such as JPMorgan Chase
Oversee credit facilities loans etc.
Manage cash positioning wire transfers and reconciliations
Budgeting & Financial Planning
Assist CFO with the redesign and management of the annual budgeting process in collaboration with program and leadership teams
Support forecasting variance analysis and financial modeling
Provide strategic recommendations to improve financial performance
Support the work of the Revenue Manager by reviewing and updating key processes and serving as a mentor and guide.
Systems & Operations
Assist with the optimization of all financial systems including fund accounting platforms (e.g. NetSuite FundEZ)
Manage financial tools such as expense and card systems (e.g. OneCard Ramp)
Implement and improve financial processes systems and internal controls
Support business registrations and compliance (i.e. Franchise returns & State registrations) in coordination with Operations
SKILLS AND QUALIFICATIONS
Bachelors degree in Accounting Finance or related field (CPA and/or MBA preferred)
Minimum 710 years of progressive nonprofit accounting/finance experience including leadership roles
Strong experience with multi-entity and nonprofit/grant accounting environments
Demonstrated experience managing audits tax filings and financial reporting
Expertise in GAAP internal controls and financial compliance
Proficiency in accounting systems (e.g. NetSuite FundEZ or similar ERP platforms)
Experience managing fiscally sponsored projects and grant reporting
Core Competencies
High level of integrity professionalism and accountability
Strategic thinker with a hands-on solution-oriented approach
Strong analytical and problem-solving skills
Excellent communication skills with the ability to translate complex financial concepts
Proven ability to manage multiple priorities in a fast-paced environment
Strong leadership and team development capabilities
Additional Attributes
Ability to collaborate effectively with both finance and non-finance stakeholders
Commitment to continuous improvement and operational excellence
Experience supporting cross-functional teams and organizational initiatives
LOCATION
This role requires in person work a few days per week in the Brooklyn NY office.
UNION AFFILIATION
EpicWorks is a unionized workplace. This role is a managerial role and excluded from the bargaining unit. EpicWorks union employees are represented by Workers United affiliated with SEIU and the affiliated Local 1115 Workers United.
$154000 - $203000 a year
Salary & Compensation: The final salary will be determined based on an internal equitable scale that takes into consideration years of experience geographic location and final job description. The upper end of the salary range is reserved for individuals who significantly exceed the minimum qualifications and years of experience.
Applicants must be currently authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time.
Diversity Equity and Inclusion
EpicWorks is an equal opportunity employer with a commitment to economic and social justice. Women people of color LGBTQ people people with disabilities and members of other historically disenfranchised populations are strongly encouraged to apply. Any applicant who requires an accommodation in order to apply for or perform the essential functions of the job should contact us atemailprotectedwith the subject line Application Accommodation to request such an accommodation.
This role will work directly for EpicWorks and will not be employed by Working Families Party or Working Families Power.
WFP is building a political home for all of us who see bigotry, bailouts, and business as usual in our political system and ask, "Is that the best we can do?"
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