[Hiring] Director of Finance and Accounting @Pocketbook Strategies

Role Description

The Director of Finance and Accounting leads Pocketbook's Finance and Accounting Department, ensuring excellence in client service delivery while driving strategic growth and operational innovation. This role has three components:

• Client Services:
  • Combines hands-on oversight of critical financial functions—including monthly closes, nonprofit compliance, and financial analysis—with strategic leadership in developing new service offerings and refining existing ones.
  • This role has a high level of direct client engagement.
• Department & Team Management:
  • The Director manages and develops the Finance and Accounting department, translating company strategy into measurable departmental goals.
  • Manages and coaches team members to elevate their capabilities.
• Company Leadership:
  • As a key member of Pocketbook's management team, this position collaborates across functions to align the Finance and Accounting Department with organizational vision.
  • Maintains rigorous compliance standards.

The ideal candidate brings a combination of the following traits and experiences:

• Deep technical expertise in nonprofit accounting and financial management.
• Track record of growing and managing teams.
• Rooted understanding of how to work with organizers and campaigners.
• The strategic vision to help shape Pocketbook's evolving service model in alignment with the needs of the field.

Qualifications

• 7+ years of nonprofit accounting, finance or related field experience, including direct ownership of GAAP-compliant monthly close, audit prep, and 990 filing.
• 3+ years directly managing an accounting/finance team of at least 3 people.
• 2+ years of experience working with multi-entity nonprofit financial configurations.
• Proven ability to communicate complex financial, organizational, and regulatory information to non-experts.
• Overseen 5+ annual audits/reviews/compilations as the responsible accounting lead or project manager.
• Has led launch of a new service line or client program from concept to delivery.
• 2+ years of direct P&L or budget ownership for a team or service line.
• Fluency in QBO, Google Workspace and nonprofit and multi-entity operating structures are a must.
• 2+ years in a director-level or department-head role owning any of the following:
  • Setting departmental KPIs (or equivalent metric) and performance accountability structures.
  • Significant culture change initiatives.
  • Organization-wide strategic planning.

Requirements

• Management and Leadership - 60%:
  • Collaborate cross-functionally to align finance and accounting operations with organizational KPI’s, annual goals and client growth needs.
  • Serve as a strategic partner in refining Pocketbook’s growth trajectory; proactively evolving service offerings to meet emerging market/client needs while ensuring alignment with Pocketbook’s overarching strategy.
  • Ensure capacity planning, hiring plans, and new client intake are aligned with the company’s overall capacity and service delivery capabilities.
• Department Leadership - 55%:
  • Provide oversight for the Finance and Accounting Department; manage and coach team members to elevate their leadership and technical capabilities.
  • Foster a team culture that values innovation and growth, high-quality work, empowering team members to proactively improve processes and deliver exceptional client service.
  • Build alignment around and monitor departmental goals and KPIs, ensuring that company strategy is translated into measurable results and team members are held accountable to their targets.
  • Innovate on client service strategies and software infrastructure to drive operational excellence and growth, including but not limited to new service lines, client evaluations, pricing models, automation, and knowledge management systems.
  • Manage the P&L for the finance and accounting verticals – working to ensure we’re matching client services with scalable financials.
• Client Services - Financial and Accounting Services - 30%:
  • Ensure all monthly and annual closes, audits/reviews/compilations, and 990s pass rigorous accounting and nonprofit compliance standards.
  • Manage the systems and processes the Finance and Accounting Department uses to deliver high-quality monthly reporting to all client stakeholders, while innovating service delivery to increase client satisfaction and department effectiveness.
  • Ensure daily financial and accounting functions are performed in accordance with Generally Accepted Accounting Principles (GAAP), company policy, and all applicable regulatory requirements and legal rules and regulations for nonprofit operations.
  • Lead diagnostic/consultative financial service projects and major new client implementations; act as key advisor to complex or high-volume clients who need advanced financial services.
  • Assist in launching and operationalizing new client service lines and refining existing ones, including training and certification programs, fiscal sponsorship, compliance diagnostics, and financial coaching.

Benefits

• The salary range is $110,000 to $160,000 depending on experience and qualifications.
• The Pocketbook benefits package can be found here .

Company Description

Pocketbook was founded in 2022 to be the financial operations firm for social movements, power building organizations, and insurgent electoral campaigns. Our goal is to bridge the operational and financial skill gap to ensure the progressive movement has the infrastructure we need to win. Pocketbook runs on a strong foundation of established systems, with a service model built around responsiveness to our clients and the broader movement. The Director of Finance and Accounting will be comfortable working in both modes: operating and improving our existing systems and ensuring protocols are consistently followed, while also building new tools and processes to support services we’re testing and refining. Success in this role requires a strong grounding in accounting controls and standards, a dedication to a high-quality client service, and a deep commitment to the left.