About the Role
The Finance Director oversees all financial operations, including managing the monthly close process, financial reporting, annual audits, reimbursements, chapter support, and financial systems maintenance. This role requires a strong understanding of financial strategy, compliance, and accounting policies, with the ability to provide key information on budgeting and forecasting, and to supervise staff and lead teams.
Responsibilities
- Lead the annual budget process with senior staff and board members to ensure accurate reporting of budget actuals and timely projections.
- Provide monthly reports to the Budget and Finance Committee of DSA’s National Political Committee (NPC).
- Oversee accounting operations, including financial statement preparation, general ledger maintenance, vendor management, and monthly financial close.
- Develop new metrics and financial systems for understanding organizational financial health, including cash flow forecasting and reserve/liquidity monitoring.
- Design and maintain internal controls and segregation of duties for cash handling, disbursements, and payment processing.
- Support staff and volunteers in developing training and resources for chapter treasurers.
- Evaluate and improve current financial practices and systems for GAAP compliance and efficient reporting.
- Collaborate with the Development Director to create metrics for tracking membership dues, donations, and fundraising success.
- Work with the Compliance Officer to address financial inquiries from chapters and national committees and ensure compliance with 501(c)(4) requirements for member payments.
- Manage DSA’s Grants program, including developing funding opportunities, overseeing payments and reporting, and ensuring compliance with restrictions and Single Audit thresholds.
- Supervise finance staff, including a Finance Coordinator, Financial Analyst, and Organizing Bookkeeper.
- Oversee year-end audit activities and serve as the audit liaison, setting work plans and supporting external auditors with tax and CHAR-500 filings.
- Administer payroll in conjunction with the Operations Director.
- Supervise cash management at the national office and events.
- Administer bank accounts and electronic processors (e.g., PayPal, Braintree, Stripe, Auth.net) and manage investment accounts with committee support.
- Perform other duties as needed.
Requirements
- At least 5 years in finance leadership, primarily within nonprofit, political organizations, or unions, with a demonstrated record of increasing responsibility.
- Strong knowledge of GAAP, nonprofit accounting principles, practices, and net asset classification (restricted vs. unrestricted).
- Experience with accounting/ERP or related software (e.g., QuickBooks Online, Xero, Bill.com, Concur, or similar) and PEO and/or payroll systems.
- Strong Excel skills.
- Demonstrated experience successfully managing a team, including staff development, retention, and project management of competing workstreams.
- High level of accountability, responsibility, and dependability.
- Comfort working in a fast-paced environment with multiple stakeholders.
- Track record of designing or maintaining internal controls.
- Enthusiasm and dedication to process, procedures, and documentation.
- Commitment to democratic socialist, feminist, anti-racist, anti-ableist, anti-heterosexist and pro-worker action, identifying as a socialist and being grounded in democratic socialist politics.
- General agreement with the positions and perspectives of YDSA and DSA.
Skills
- Financial strategy
- Compliance
- Accounting policies
- Budgeting
- Forecasting
- Team leadership
- GAAP
- Nonprofit accounting
- Net asset classification
- Accounting/ERP software
- PEO systems
- Payroll systems
- Excel
- Internal controls
- Cash handling
- Disbursements
- Payment processing
- Grant compliance
- Single Audit requirements
- Tax requirements
- Multi-state tax requirements
- Multi-state payroll requirements
Location
- NYC tri-state area (preferred)
Work Type
- Onsite (occasional)
Experience Level
- 5+ years in finance leadership
Education Level
- CPA or equivalent credential (preferred)
About the Company
- Democratic Socialists of America (DSA) is the largest socialist organization in the United States, with over 120,000 members and chapters nationwide.
- DSA believes working people should run the economy and society democratically to meet human needs, not for profit.
- DSA is a political and activist organization, not a political party.
- Through community and campus-based chapters, DSA members use various tactics, from legislative action to direct action, to fight for reforms empowering working people.
- DSA is a big tent, multi-tendency organization welcoming all committed to democratic socialism.
