Chief Financial Officer

2 weeks ago

Philadelphia, Pennsylvania, United States Jewish Federation of Greater Philadelphia Full time

Position Overview

The Director of Finance acts as a strategic partner to the Senior Chief of Finance & Operations Officer and plays a vital role within the finance and operations leadership team, focusing on key financial and operational decision-making. This role requires close collaboration with the Senior Chief of Finance & Operations Officer and various organizational leaders to enhance overall capacity and impact, while developing and executing strategies to improve efficiency, effectiveness, and automate manual processes.

Key Responsibilities

The Director of Finance will be accountable for the following:

  • Supervising and mentoring the Director of Donor Services & Projects, Assistant Director of Endowment Accounting, Food Pantry Manager, and other related roles as assigned.
  • Guiding the direction, mentoring, and enhancements of the Donor Services Group, Endowment Accounting team, and Food Pantry team.
  • Collaborating with the Director of Data Services to drive the adoption of innovative data repositories and integration solutions.
  • Assisting in the annual budgeting and planning process alongside the Senior Chief of Finance & Operations Officer; monitoring progress and keeping senior leadership informed about the organization's financial health.
  • Supporting the Director of Treasury in managing organizational cash flow and forecasting.
  • Providing comprehensive financial oversight and monitoring, including the development, implementation, and enhancement of sound fiscal management practices and internal controls.
  • Overseeing the accurate tracking, management, and reporting of pledge revenue and accounts receivable.
  • Ensuring the timely collection of open pledge receivables and reconciling outstanding balances, including identifying and writing off uncollectible pledges.
  • Managing monthly accounting processes, including donor transactions and financial tracking of grants and restricted gifts.
  • Implementing a robust contracts management reporting system to ensure financial data and cash flow align with operational needs.
  • Analyzing and presenting financial reports accurately and promptly; developing financial reporting materials for all donor segments and overseeing project/program and grants accounting.
  • Coordinating and leading the annual audit and tax return preparation and filing process; liaising with external auditors and the finance and audit committees of the board.
  • Overseeing all federal and state regulatory filings for the organization and its related foundation.
  • Providing support to the finance and audit committees of the Board of Directors.
  • Collaborating with the Senior Chief of Finance & Operations Officer and leadership team to implement new strategic initiatives.
  • Working with the Senior Chief of Finance & Operations Officer and the leadership team to develop, implement, maintain, and enhance the strategic financial plan, providing financial insights for all strategic planning processes.

Qualifications

Education and Experience: A BS/BA degree in Accounting or Finance is required, along with 5-7 years of experience in financial management within an established organization. CPA certification is preferred. Advanced proficiency in Microsoft Excel is essential; familiarity with Abila MIP, Blackbaud CRM, and Sage Intacct is advantageous.

Commitment to Mission: A strong dedication to the mission, vision, and values of the Jewish Federation.

Leadership Skills: Exceptional ability to lead individuals from diverse backgrounds. A commitment to investing in and developing staff to ensure their success. A self-directed, positive, energetic, flexible, compassionate, and collaborative approach is essential.

Action Orientation: Ability to thrive in a fast-paced environment with a strong work ethic, flexibility, and multitasking capabilities. Demonstrated resourcefulness in setting priorities, executing multiple tasks, and achieving objectives.

Results Orientation: A relentless focus on delivering high-quality, data-driven results, with a commitment to innovation, excellence, and entrepreneurship.

Financial Acumen: A proven track record in organizational budgeting and financial management, with experience in general accounting, grant tracking, and business systems.

Operational Skills: A strong background in developing and managing financial systems, along with robust project management skills.

Attention to Detail: Ability to complete work with the highest level of accuracy and efficiency.

Strategic Vision: Capability to think strategically and connect effective execution to broader organizational priorities and objectives.

Personal Qualities: Integrity, compassion, a sense of humor, mission-oriented, and a commitment to excellence.

Overview

The Jewish Federation of Greater Philadelphia provides a competitive compensation and benefits package, including a hybrid work schedule, medical, dental, vision, prescription drug program, life insurance, generous paid time off, and a 403b retirement savings plan.

Our Mission

The Jewish Federation of Greater Philadelphia mobilizes financial and volunteer resources to address the most critical priorities in the community, both locally and globally.

Commitment to Diversity

We value the diversity of insight, perspective, and experience brought by individuals from backgrounds typically underrepresented in Jewish institutions. This includes Black, Latinx, and Asian individuals, Black Jews, Jews of Color, LGBTQ+ individuals, and those with disabilities. We welcome applications from individuals of diverse religious, spiritual, and cultural backgrounds.

The Jewish Federation of Greater Philadelphia offers an exceptional workplace culture, comprehensive health, dental, and wellness benefits, a retirement savings plan with employer match, and generous paid time off.

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