Director of Finance and Administration
Perm
- Financial Management & Reporting: Oversee all accounting functions, including managing QuickBooks entries, chart of accounts, and performing monthly financial closes. Prepare and present comprehensive financial reporting packages (Balance Sheet, Income Statement, Cash Flow) with variance explanations for the CEO, Treasurer, and Board Chair.
-
Budgeting, Audit, and Compliance: Lead the annual budgeting process, monitor performance, and report on results. Coordinate the external audit process, prepare documentation for Form 990 filings, and track key compliance filings, including multi-state charity registrations.
-
Revenue Management: Ensure accurate and timely processing of all contributions (checks, credit cards, stock gifts) in Salesforce. Manage the generation of donor invoices, pledge reminders, acknowledgment letters, and tribute cards. Reconcile donations across Salesforce, bank records, and QuickBooks.
-
Cash and Treasury: Monitor and manage bank and investment accounts, perform reconciliations, and manage the expense reporting process. Coordinate currency purchases and transfers (e.g., shekels) for Israeli beneficiaries in consultation with the Finance and Investment Committee Chair.
-
International Partner Relations: Communicate with Israeli beneficiaries’ CFOs to reconcile, pay, and track monthly disbursements. Review Israeli partner budgets and integrate them into campaign planning.
-
Governance: Attend Finance & Investment, Audit, and HR Committee meetings, as well as Board meetings.
Human Resources & Administration
-
HR Management: Administer the full employee lifecycle, including managing job postings, candidate outreach, interviews, background checks, and overseeing onboarding. Maintain compensation records, administer payroll, tax filings, reimbursements, and paid time off (FTO) tracking.
-
Benefits & Development: Manage health, retirement, and other employee benefits, serving as the liaison with benefits brokers for the open enrollment process. Coordinate performance reviews, support goal-setting, and organize compliance and skill-based training workshops.
-
Office Operations: Oversee day-to-day office operations, managing supplies, inventory, and equipment. Coordinate tech setup and support with the IT consultant.
-
Executive & Board Support: Provide high-level executive support to the CEO and Board Committees, including managing schedules, coordinating travel, and preparing briefing documents and comprehensive presentation packets for Board meetings.
-
Event Logistics: Lead logistical coordination for donor and staff events, including high-touch experiences like Missions to Israel, managing RSVP tracking, payments, vendor relations, and on-site logistics.
Qualifications
-
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (CPA or advanced degree is a plus).
-
Minimum of 7–10 years of progressive professional experience, ideally within a nonprofit environment managing multimillion-dollar budgets.
-
Demonstrated expertise in financial management, nonprofit accounting, budgeting, and financial reporting.
-
Proven experience overseeing annual audits, Form 990 preparation, and multi-state charitable compliance filings.
-
Prior experience in human resources administration, including payroll, benefits, and compliance.
-
High proficiency with QuickBooks and Microsoft Excel; familiarity with Salesforce (or other CRMs) and cross-system reconciliation.
-
Exceptional attention to detail, strong analytical and problem-solving skills, and a proven ability to manage competing priorities and meet deadlines independently.
-
Strong interpersonal and communication skills, with a high level of integrity, discretion, and professionalism.
#zr
