• Reporting to the CEO, serves as his/her business/financial resources partner
    • Partners with the Federation Finance Chair and Investment Chair
    • Serves as a member of the Finance, Investment, and Audit Committees as well as other policy making Committees as assigned by the CEO
  • Responsible for all financial and fiscal management of JFSM operations. In addition, provides leadership and coordination in the administrative, business planning, accounting and budgeting of the JFSM
  • Creates, coordinates and evaluates the financial programs and supporting information systems of the JFSM, including budgeting, tax implications, real estate and conservation of assets
    • Ensures record systems are maintained in accordance with generally accepted auditing standards
    • Prepares and oversees the JFSM annual budget as well as departmental and program budget
    • Analyzes cash flow, cost control and expenses to guide volunteer leaders
    • Analyzes financial statements to ascertain potential weak areas and provide solutions
    • Communicates any variances and changes to the budget to the Finance Committee and the Executive Committee
    • Oversees the approval and processing of revenue, expenditure, control documents, department budgets, general ledger, accounts payable and account maintenance and data entry
    • Creates and coordinates the preparation of financial statements, reports, special analyses and information reports
    • Develops and implements finance, accounting, billing and auditing procedures
    • Establishes and maintains appropriate internal control safeguards
    • Monitors all JFSM policies
    • Ensures compliance with all local, state and federal reporting requirements
    • Processes information and paperwork to obtain the necessary licenses and insurances required to operate
    • Oversees the Information Technology systems and strategy to maximize efficiency
    • Manages, coaches, mentors and performance manages finance and IT direct reports
  • Key Competencies:
  1. Financial Management
  2. Familiarity with planned giving instruments
  3. Business Acumen
  4. Communication Proficiency
  5. Ethical Conduct
  6. Leadership
  7. Performance Management
  8. Personal Effectiveness/Credibility
  9. Problem Solving/Analysis
  10. Strategic Thinking
  11. Technical Capacity