Pocketbook Strategies

Political Compliance Associate

Position Description

The Political Compliance Associate is an entry-level role on Pocketbook’s Campaign Finance Compliance team, working directly with a diverse portfolio of social movement organizations and insurgent political committees — federal and state campaigns, PACs, and party committees — to ensure their financial activity is accurately reported and fully compliant with campaign finance regulations. Reporting to the Deputy Director, Compliance, this role is integral to day to day compliance work: processing contributions, maintaining data compliance, generating reports, and flagging issues before they become problems.


The majority of this role is hands on, managing and manipulating financial data — importing and reconciling contribution data, screening for impermissible receipts, generating cure letters, and supporting the preparation and filing of FEC and state disclosure reports. You’ll work across multiple client accounts simultaneously, which means staying organized, communicating clearly, and knowing when to ask for help.


The ideal candidate finds precision satisfying rather than tedious,  is curious about how campaign finance rules actually work, and who wants to build real expertise in a specialized and consequential field. Most of the technical knowledge is trainable — what’s not trainable is the disposition: detail-oriented, proactive, and genuinely committed to getting it right.


Reports To: Deputy Director, Compliance

Location: Remote, with travel 2-3 times a year for organizational retreats

Hours: Full Time, Exempt

Compensation: The starting salary for this role is $55,000-$70,000 annually, commensurate with experience. This is a full time, exempt position.

Information about Pocketbook’s employee benefits can be found here.


This role is open to anyone who meets the qualifications and who lives and is legally authorized to work within the United States. We are unable to hire internationally or sponsor visas at this time.


Responsibilities

  • Contribution Processing -  60%
    • Screen incoming campaign contributions for compliance with FEC and applicable state campaign finance rules, including source prohibitions, contribution limits, and conduit issues.
    • Import and process contribution data from ActBlue, checks  and other sources , ensuring accurate coding, attribution, and documentation.
    • Generate, send, and track cure letters for potentially impermissible or excessive contributions, following up with donors and campaigns to resolve outstanding items.
    • Reconcile contribution totals against bank records and reporting data, flagging discrepancies to the supervising director for resolution.
    • Maintain organized contribution files and documentation in accordance with client recordkeeping requirements and audit readiness standards.
  • Data Management & Reporting -  30%
    • Maintain data integrity across client accounts by merging duplicate records, standardizing donor information, and ensuring consistency across reporting systems.
    • Support the preparation and filing of FEC and state campaign finance disclosure reports, with direct responsibility for data entry accuracy and completeness.
    • Learn to reconcile income and expense data across reporting periods, connecting data points across platforms and identifying gaps or inconsistencies.
    • Assist with generating internal tracking reports on contribution totals, cure letter status, and reporting deadlines across client portfolios.
  • Administrative & Client Support -  10%
    • Support day-to-day administrative tasks including document organization, filing, and report generation across multiple client accounts.
    • Coordinate with client staff to gather missing documentation, resolve data questions, and ensure timely submission of required materials.
    • Participate in team check-ins and contribute to process improvement conversations as the compliance team’s systems and workflows evolve.
    • Other duties as assigned.


Prior Experience

Must Have

  • 1-2 years experience on a federal candidate campaign, at a compliance firm, or in a role with campaign finance reporting responsibilities.
  • 1-2 years experience with Quickbooks Online and NGP for accounting and campaign finance reporting.
  • Familiarity with FEC filing requirements and contribution rules.
  • Excellent written communication skills, you correspond clearly and professionally with clients, vendors, and colleagues across multiple organizations simultaneously.
  • Proficiency with Excel and/or Google Sheets, including comfort working with large data sets and performing basic reconciliation tasks.
  • Strong organizational skills and the ability to manage multiple client accounts, deadlines, and open items without dropping the ball.
  • A proactive, solutions-oriented approach, you flag problems early and follow through on resolution rather than waiting to be asked.
  • Comfort with task management and workflow tools; experience with project tracking software a plus.

Nice to Have

  • Experience working on federal Senate candidate committee.
  • Experience researching and reporting PAC state-level campaign finance activity.
  • Experience with compliance tools other than NGP (FECFile, Campaign Deputy, Warchest, ISP, etc.).
  • Experience working with Federal PACs and/or Independent Expenditure committees.
  • Familiarity with multi-entity political structures (e.g. 501c4 + Federal PAC + State PAC).
  • Experience with Ramp, Amalgamated Bank.

Pocketbook Strategies is the finance and operations strategy firm for social movements, power building organizations, and insurgent electoral campaigns.


Organizations across movement – be it an emergent campaign, or an evolving institution – need sophisticated infrastructure, and that's why they come to us.


We exist to meet the needs of movements and campaigns and help build the operational infrastructure they need to survive the whiplash of momentum cycles, navigate growing complexity, and sustain themselves for the long haul. Our movement needs financial and operational services that they can trust both with the technical needs of their organization, and an aligned vision for the world that we want to build.


We provide fractional CFO/COO advisory services, outsourced accounting & bookkeeping, and financial operations and compliance consulting to a variety of leading political, civic, and charitable organizations.


Pocketbook Strategies is an “at-will” and Equal Opportunity Employer. We are committed to building a diverse and passionate team, and especially encourage women, people of color, LGBTQ folks, people with disabilities, and other interested people from historically marginalized communities to apply. Applicants shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition. Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. Please advise in writing to hiring@pocketbookstrategies.com of support needs at the time of application.


Compliance

Remote

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