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  • Chief Financial Officer

    Posted: 04/21/2024

    Classification: Exempt/Full-time/Salaried Reports to: Chief Executive Officer Summary/objective: Responsible for all financial aspects of the organization including: monthly financial reporting; payroll; check writing; cash management; and other ad hoc reporting as needed. Maintains all personnel files. Has an active role in staff management and adherence to employee guidelines. Member of the Executive Team. Essential functions: ? Monthly financial statement preparation/presentation for Executive Committee and the Board of Trustees ? Monthly bank reconciliations and general ledger reviews/reconciliations ? Biweekly (every other week) payroll preparation ? Handle/process all on-boarding paperwork i.e. I-9, tax forms, insurance forms – handle eligibility and deadlines ? Prepare deposits for all non-campaign items; prepare and make bank deposits for these items ? Prepare vendor checks as needed, usually weekly – provide support to reviewers/check signers; send signed checks to vendors ? Work with auditors/tax preparers on annual audit reports & tax returns-Form 990 ? Be staff liaison for Investment, Finance, and Audit Committees; prepare reports and information for each committee; Investment meets as needed, Finance meets quarterly and Audit meets as needed ? Provide quarterly reports and answer questions to all staff/management as requested in regards to financial reporting and documentation ? Work with insurance representatives to ensure that proper and sufficient coverage is maintained in all areas (along with COO) ? Other duties as may be assigned Competency: ? Strong financial background ? Attention to detail ? Organizational and time-management skills ? Excellent written and verbal communication skills ? Strong knowledge of Microsoft Office, especially Excel, Word, Outlook ? Team player ? Ability to perform and prioritize many tasks Supervisory responsibilities: Part-time Bookkeeper Work environment: This role’s environment is primarily an indoor office area, but the role does require attendance at various Federation events Physical demands: Indoor office job; there is also some bending and filing along with some lifting, but usually no more than 30 lbs Position type and expected hours of work: This position is full time with office hours from 9am-5pm Monday-Thursday, and 9am-4pm on Friday; there are occasional weekend and evening events to attend Travel: This role has limited local travel around the city to events and vendors Required education and experience: A college degree is required for this position along with relevant financial experience, as well as a CPA license Preferred education and experience: Extensive management in profit and/or not-for-profit roles Additional eligibility qualifications: Computer experience with MIP and Slack; membership in an Accounting organization Salary: $99,000 Extensive benefits, including vacation, sick, Jewish holidays and secular holidays time off; 401k; health insurance; life insurance Please submit your resume to staffing@jewishnola.com

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