Bedford Hills - NY Full Time 2 months ago

Finance and Operations Director

Overview

Temple Shaaray Tefila is a vibrant Reform Jewish congregation located in Bedford, NY, a suburban area 40 miles north of New York City. Since our founding in 1976, we have grown into one of the largest Jewish congregations in our area, serving approximately 600 geographically dispersed households from multiple towns/school districts.

Temple Shaaray Tefila seeks an experienced Finance and Operations Director to lead our finance and accounting operations, partner in the financial planning process, and work collaboratively across the organization to support the delivery of its mission and core values. This position is ideal for a finance professional who has non-profit experience, especially with places of worship, and a desire to support the vision of a diverse, spirited Jewish community.

Reporting to the Executive Director, the Finance and Operations Director is a senior staff position who plays a key role in advancing Temple Shaaray Tefila as a leading Jewish congregation in northern Westchester. The Finance and Operations Director is a key player in ensuring the financial health and sustainability of the Temple as we look to strengthen and enrich our community.

Key Responsibilities

The Finance and Operations Director performs a key role in serving the institution, including overseeing financial operations, maintaining sound financial books and records of the Temple, monitoring the cash position / investment portfolio, ensuring effectiveness of each department’s financials, operations and reporting, and working collaboratively as part of the larger staff team. The Finance and Operations Director is responsible for the following areas, and other duties as assigned:

Finance Management – Conduct daily operations, management support, oversight, and reporting that enables oversight and appropriate transparency of temple performance. (40%)

Accounting & Controls – Ensure all policies, procedures, and controls are in line with sound accounting principles, are executed on a timely basis, and meet all external requirements. (30%)

Member Support – Oversee processing of annual membership renewals and school enrollments, answering members’ questions as appropriate. (15%)

Human Resources – Support lay leadership and senior staff as the key point of contact for HR benefit contracts, recruitment and onboarding procedures as well as perspectives and analysis as needed. (10%)

Contract and other Operations – Oversee service contracts, vendor performance reviews and membership data quality, ensuring effective and efficient operations. (5%)

Qualifications

  • Bachelor’s degree in accounting or equivalent; CPA preferred.
  • 6 – 8 years of financial services experience in a non-profit organization, with a budget of $3m+.
  • At least 2 years of direct staff supervisory experience.
  • Demonstrated fiduciary experience and in-depth knowledge of accounting rules including those specifically relevant to non-profit organizations.
  • Solid experience managing audit activities and vendors, budget development and analysis, accounts payable and receivable, general ledger, payroll, and accounting for investments.
  • Experience with systems implementation and financial data migration.
  • Strong knowledge of MS Office, including the ability to manipulate data and perform complex functions within Excel.
  • Financial Management System experience, especially with Microsoft Dynamics, MIP, QuickBooks, or similar systems.
  • Knowledge of a synagogue CRM platform (e.g., ShulCloud) a plus.

Additional Skills / Requirements

  • Excellent communications skills with demonstrated ability to write, speak, and make presentations in an effective manner to all levels of internal and external stakeholders.
  • High attention to detail, ability to multitask, ability to propose value added solutions.
  • Temple Shaaray Tefila requires all employees to show proof of Covid-19 vaccination.
  • Hybrid work environment possible, with some work/time in office and some remote

Temple Shaaray Tefila is an Equal Opportunity Employer. We are committed to creating an accepting and inclusive environment for all employees. The Temple does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

Job Types: Full-time

Pay: Annual salary of $95,000-$105,000

COVID-19 considerations:
Staff is required to be fully vaccinated. Leadership will continuously monitor the local events and policies and procedures may change accordingly. The organization will comply with state- and federal-mandated regulations.

Role Responsibilities – Detail Description

Accounting & Controls

  • Lead the overall daily accounting operations of the Temple overall
  • Ensure finance records and systems align with GAAP.
  • Ensure timeliness and accuracy of the general ledger and subsidiary records.
  • Perform monthly and year-end closings and account reconciliations.
  • Prepare monthly payroll.
  • Oversee year-end audit, ACA compliance reporting, NYS annual report filings.
  • Recommend and implement accounting department policies and procedures; provide accounting policy orientation.
  • Identify and, as appropriate, make recommendations to the Board on opportunities to pursue outside sources of funding (e.g., loans and grants).
  • Ensure all business activities of the temple adhere to clear internal controls, policies & procedures, e.g.
  • Recommend and enforce internal controls to safeguard assets.
  • Ensure appropriate information quality and reconciliation between membership / school registration with financials.
  • Implement asset capitalization policy; maintain records for amortization and depreciation of capital assets.
  • Maintain knowledge base / documentation of all policies, procedures, contracts, financial records and other documentation with appropriately controlled access for senior staff and temple lay leaders (President, Treasurer, Secretary)

Finance Management

  • Prepare and analyze timely and accurate monthly, quarterly, and annual financial reports and forecasts
  • Lead departmental reviews, ensuring each department head operates within budget and participates in regular forecasting. Proactively resolve and/or escalates budgetary issues to Executive Director (and/or Treasurer and President as appropriate)
  • Provide regular and reasonable ad hoc financial reports or data in support of analytics needed by department heads and Committee chairs
  • Develop annual budgets and present them to the Finance Committee and Board for approval.
  • Partner with ED, Treasurer and department heads to establish individual department budgets and ensure individual departments and the temple overall operates within an agreed budget.
  • Co-Chair Finance Committee meetings (including creating the agenda in collaboration with Treasurer and ED) including preparation of reports, presenting financial results and forecasts, and highlighting issues, risks and opportunities as appropriate. Create narratives in support of Finance reviews.
  • Ensure appropriate governance and oversight of cash management. Partner with the Development function to administer the Fundraising program(s).

Member Support

  • Oversee processing of memberships renewals, new member registrations and school / camp enrollments. Assign charge types and ready the database for the structures of each fiscal year.
  • Oversee general quality of data in congregational “CRM” platform (ShulCloud) and act as internal point of contact for senior staff with respect to extraction and utilization of congregational data
  • Partner with the Finance Secretary to review and resolve members’ requests for dues accommodations.

Human Resources

  • Act as the primary point of contact for HR policies and contracts. Advise President on recruitment, onboarding and other HR issues
  • Oversee payroll processing.
  • Maintain cost effective benefit and insurance policies including medical, pension, property, liability and worker’s comp.
  • Manage benefits enrollment and renewals of staff
  • Evaluate and improve HR systems

Other Operations

  • Oversee inventory of service contracts and regularly seek opportunities to improve cost/benefit.
  • Review service contracts, at least annually, for cost vs utilization, quality of service delivery and overall effectiveness within temple budget. Escalate opportunities / gaps to appropriate department heads and/or committee chairs for resolution.
  • Identify and implement opportunities to automate / drive efficiencies in temple operations that enable staff to focus on higher value activities and instill confidence in overall temple operations. Focus areas will include increasing automated reporting and streamlined analytics from the current accounting platform. For example, a potential objective within the first year may be to lead the upgrade to a modern accounting platform.

Job Type: Full-time

Pay: $95,000.00 – $105,000.00 per year

Benefits:

  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off

Schedule:

  • 8 hour shift

COVID-19 considerations:
Staff is required to be fully vaccinated. Leadership will continuously monitor the local events and policies and procedures may change accordingly. The organization will comply with state- and federal-mandated regulations.

Work Location: One location

We use cookies and similar methods to recognize visitors and remember their preferences. We also use them to measure ad campaign effectiveness, target ads and analyze site traffic. Learn more