EDI Caucus

Financial Planning and Analysis

• Serve as Future Caucus’ senior internal finance leader, providing strategic financial guidance to the CEO, COO, Board of Directors, and senior leadership team
• Develop and maintain financial plans and projects, including cash flow, reserves, and investment strategy analyses
• Contribute to long-term strategic and operational plans with a focus on financial sustainability
• Communicate financial performance, forecasts, risks, opportunities, trends, and tradeoffs to senior leadership
• Translate complex financial information into clear, actionable insights and build financial fluency across the organization
• Prepare the CEO and COO to present quarterly financial reports and narratives for Board meetings
• Oversee annual operating budget preparation and management
• Lead forecasting, monitor financial performance, identify variances, and recommend corrective actions
• Build and embed financial processes, tools, and policies for department heads
• Lead budget reviews with department heads
• Provide financial oversight of organizational grants, including budget development, reporting, compliance, cost allocation, and reimbursements
• Prepare and present monthly, quarterly, and annual financial reports and narratives
• Analyze financial results and provide actionable recommendations
• Oversee year-end financial statements and compliance with accounting principles, including GAAP and fund accounting
• Establish and maintain internal controls and financial risk mechanisms
• Ensure accuracy and integrity of financial data and accounting records
• Oversee the external accounting firm, including general ledger, accounts payable/receivable, payroll, and month-end close
• Oversee annual tax returns, including IRS Form 990, and the annual audit process
• Oversee financial policies, procedures, and staff training
• Establish and execute accounts payable procedures and technologies
• Complete necessary registrations, licenses, and insurance needs
• Perform other related duties as needed

Senior Director, Finance

Program Officer

• Translate Future Caucus’ organizational strategy into clear programmatic priorities, goals, outcomes, and success measures
• Lead and oversee lawmaker programming strategy and execution across the member lifecycle
• Supervise, coach, and lead program leaders and their direct reports
• Create information-sharing streams across legislator-facing teams
• Establish feedback, learning, performance, and accountability systems
• Shape emerging roles, teams, and operating models as the organization grows
• Organize work allocation, project management, training, problem resolution, and performance evaluation
• Support development and management of programmatic budgets
• Monitor stakeholder needs and convert field insights into organizational action
• Build programmatic learning cycles using progress monitoring, data analysis, and trend adjustment
• Ensure state chapter and cross-state programming models work together
• Lead program input into strategic and annual planning
• Strengthen strategic partnerships with program directors
• Manage CRM accountability systems for relationship-management data
• Represent programmatic strategy, quality, and impact to funders, partners, policymakers, and other external audiences
• Participate in executive-team decision-making and quarterly Board of Directors meetings
• Collaborate with Development on grant proposals and reports
• Handle administrative tasks such as systems upkeep, expense reporting, data entry, and grant reporting
• Perform other related duties as needed

Chief Program Officer

Manager

• Manage day-to-day institutional grant operations, including the grants calendar and internal stakeholder coordination
• Improve grant management systems and processes for clarity, scalability, and efficiency
• Lead preparation, writing, and submission of grant proposals, reports, and donor-facing materials
• Collaborate with program and finance teams to align deliverables with organizational priorities and funder interests
• Identify and cultivate new institutional funders through prospecting, partnerships, and market intelligence
• Support renewal and expansion of existing institutional funding relationships
• Partner with the Senior Director of Strategic Growth & Impact to support senior leadership on donor relationship management and multi-year gift opportunities
• Analyze the institutional funding pipeline and grant portfolio to identify opportunities, risks, funding gaps, and trends
• Perform other related duties as needed

Senior Director, Finance

Chief Program Officer

Development Manager