Financial Planning and Analysis

• Lead finance strategy across LEE, LEE Foundation, and PAC entities
• Advise the Executive Director and Leadership Team on financial strategy, scenario planning, and organizational decisions
• Prepare financial reporting, analysis, materials, and recommendations for Board oversight
• Develop and monitor resource allocation, forecasts, and expenditures
• Own month-end and year-end close, financial reporting, consolidation, intercompany activity, and cost allocation
• Strengthen, document, and monitor internal controls and segregation of duties
• Translate political-activity compliance requirements into accounting structures and practices
• Manage external relationships and audit processes with auditors, consultants, and regulatory bodies
• Lead organization-wide and team budgeting processes
• Refine forecasting models and build multi-year forecasts and scenario plans
• Provide financial analysis, reports, dashboards, and recommendations to senior leaders and the Board
• Develop treasury management strategy, including banking relationships, cash management, and reserve investment recommendations
• Lead, coach, and develop the two-person finance team
• Assess team structure and capabilities and shape roles for current and future needs
• Oversee integrations and automation across Sage Intacct, ADP, Ramp, and Paystand
• Assess and implement FP&A and reporting tools, including automation and AI where valuable
• Champion scalable, tech-enabled financial controls and security

VP, Finance and Accounting

• Lead finance strategy across LEE, LEE Foundation, and PAC entities
• Partner with senior leaders to set long-term financial strategies and goals
• Advise the Executive Director and Leadership Team through scenario planning and financial insight
• Prepare financial reporting, analysis, materials, and recommendations for the Board
• Develop and monitor resource allocation, forecasts, and expenditures
• Own month-end and year-end close, financial reporting, consolidation, intercompany activity, and cost allocation
• Strengthen, document, and monitor internal controls and segregation of duties
• Translate political activity compliance requirements into accounting structures and practices
• Track 501(c)(3) and 501(c)(4) revenue and expenses and document inter-entity transfers
• Manage external relationships and audit processes
• Lead organizational and team-based budgeting
• Evolve FP&A into a forward-looking strategic function
• Own forecasting models and build multi-year forecasts and scenario plans
• Provide financial analysis, reports, recommendations, dashboards, and risk management insights
• Develop treasury management strategy, banking relationships, cash management, and reserve investment recommendations
• Lead, coach, and develop the two-person finance team
• Assess team structure and capabilities and shape roles for current and future needs
• Contribute directly to day-to-day accounting while coaching the team
• Lead or contribute to special projects
• Oversee integrations and automation across Sage Intacct, ADP, Ramp, and Paystand
• Assess and implement FP&A and reporting tools, including automation and AI where valuable
• Champion scalable, tech-enabled financial controls and security

Director

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to drive event turnout, including calls and texts
• Connect members with LEE resources, supports, and coaching opportunities
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using facilitator guides and decks; participate in prep and run-throughs
• Collaborate with team members to learn context and share facilitation insights
• Lead or contribute to special projects as assigned
• Support member engagement programming across different formats and member segments
• Bring Northern California and/or Southern California local context to programming
• Travel locally within the region for in-person events

Director, Member Engagement Facilitation – Temporary

• Participate in intake and co-planning conversations with LEE staff and partner organizations to inform session plans and preparation materials
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to drive event turnout, including calls and texts
• Guide members to appropriate LEE resources, supports, and opportunities, including electoral and policy coaching
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Use LEE facilitator guides and decks to prepare for sessions
• Participate in preparation and run-throughs and support session and program delivery
• Collaborate with the team to learn facilitation context and share learnings
• Lead or contribute to special projects as assigned
• Bring Northern California and/or Southern California local context to member programming
• Travel locally within the region for in-person events
• Work occasional evenings and/or weekends

Director, Member Engagement Facilitation

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to increase event turnout, including calls and texts
• Guide members to LEE resources, supports, and opportunities, including electoral and policy coaching
• Input and track member engagement data using Salesforce, Tableau, Asana, and Google Sheets
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and decks
• Participate in preparation and run-throughs and support session delivery
• Collaborate with the team to understand facilitation context and share learnings
• Lead or contribute to special projects as assigned
• Bring Northern or Southern California local context to member programming
• Work approximately 12–15 hours per assigned event, including preparation, facilitation, and wrap-up
• Lead an anticipated average of 1–2 events per quarter
• Travel locally within the region for in-person events

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for current and future members
• Participate in outreach strategies to drive event turnout, including calls and texts
• Guide members to LEE resources, supports, and opportunities, including electoral and policy coaching
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter data into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and decks
• Participate in preparation run-throughs and support session and programming delivery
• Collaborate with the team to understand facilitation context and share learnings
• Lead or contribute to special projects as assigned
• Bring Northern or Southern California local context to member programming
• Work approximately 12–15 hours per assigned event, including preparation, facilitation, and wrap-up
• Lead an anticipated average of 1–2 events per quarter
• Travel locally within the region for in-person events

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to increase event turnout, including calls and texts
• Guide members to appropriate LEE resources, supports, and opportunities, including electoral and policy coaching
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and decks
• Participate in preparation and run-throughs and support delivery of sessions and programming
• Collaborate with the team to learn facilitation context and share learnings
• Lead or contribute to special projects as assigned
• Travel locally within the region for in-person events
• Work occasional evenings and/or weekends

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to drive event turnout, including calls and texts
• Guide members to best-fit LEE resources, supports, and opportunities, including electoral and policy coaching
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Use facilitator guides and decks to prepare for sessions
• Participate in preparation and run-throughs and support session and programming delivery
• Collaborate with the team to learn facilitation context and share learnings
• Lead or contribute to team-level, organization-wide, or cross-team special projects as assigned
• Travel locally within the region for in-person events
• Work approximately 12–15 hours per assigned event, including preparation, facilitation, and wrap-up
• Lead an anticipated average of 1–2 events per quarter

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to drive event turnout, including calls and texts
• Guide members to LEE resources, supports, and opportunities, including electoral and policy coaching
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and decks
• Participate in preparation and run-throughs and support delivery of sessions and programming
• Collaborate with the team to learn facilitation context and share learnings
• Lead or contribute to special projects as assigned
• Bring Northern California and/or Southern California local context to member programming

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to increase event turnout, including calls and texts
• Guide members to LEE resources, supports, and opportunities, including electoral and policy coaching
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and decks
• Participate in preparation and run-throughs and support session and program delivery
• Collaborate with the team to learn facilitation context and share learnings
• Lead or contribute to team-level, organization-wide, or cross-team special projects as assigned
• Bring Northern or Southern California local context to member programming
• Travel locally within the region for in-person events
• Work occasional evenings and/or weekends

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to drive event turnout, including calls and texts
• Guide members to appropriate LEE resources, supports, and opportunities, including electoral and policy coaching
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using facilitator guides and decks; participate in prep and run-throughs
• Collaborate with team members to understand facilitation context and share learnings
• Lead or contribute to special projects as assigned
• Bring Northern California and/or Southern California local context to member programming
• Travel locally within the region for in-person events

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to drive event turnout, including calls and texts
• Guide members to appropriate LEE resources, supports, and opportunities, including electoral and policy coaching
• Use Salesforce, Tableau, Asana, and Google Sheets to input and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and presentation decks
• Participate in preparation and run-throughs and support delivery of sessions and programming
• Collaborate with the team to learn facilitation context and share learnings
• Lead or contribute to team-level, organization-wide, or cross-team special projects as assigned

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to increase event turnout, including calls and texts
• Guide members to LEE resources, supports, and opportunities, including electoral and policy coaching
• Input and track member engagement data using Salesforce, Tableau, Asana, and Google Sheets
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and decks
• Participate in preparation and run-throughs and support session delivery
• Collaborate with the team to learn context and share facilitation learnings
• Lead or contribute to special projects as assigned
• Bring Northern California and/or Southern California local context to member programming
• Travel locally within the region for in-person events

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for prospective and current members
• Participate in outreach strategies to drive event turnout, including calls and texts
• Guide members to appropriate LEE resources, supports, coaching, and opportunities
• Use Salesforce, Tableau, Asana, and Google Sheets to enter and track member engagement data
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and decks
• Participate in preparation and run-throughs and support session delivery
• Collaborate with the team to learn facilitation context and share learnings
• Lead or contribute to special projects as assigned
• Bring Northern or Southern California local context to member programming
• Travel locally within the region for in-person events
• Work approximately 12–15 hours per assigned event, including preparation, facilitation, and wrap-up
• Lead an anticipated average of 1–2 events per quarter

• Participate in intake and co-planning conversations with LEE staff and partner organizations
• Facilitate in-person and virtual events for future and current members
• Participate in outreach strategies to increase event turnout, including calls and texts
• Guide members to LEE resources, supports, and opportunities, including electoral and policy coaching
• Input and track member engagement data using Salesforce, Tableau, Asana, and Google Sheets
• Analyze event results and enter findings into LEE systems within five business days
• Prepare for sessions using LEE facilitator guides and decks
• Participate in preparation and run-throughs and support session and program delivery
• Collaborate with the team to understand facilitation context and share learnings
• Lead or contribute to team-level, organization-wide, or cross-team special projects as assigned