CAREERS

The Finance and Operations Associate is responsible for managing the day-to-day financial operations of Congregation Beth Sholom, including accounts payable/receivable, assisting with budget tracking, grant administration and working with the external accounting team. Additionally this position will serve as a key contact for members and donors, ensuring that pledges and payments are collected, acknowledged, and accurately recorded in a timely and accurate manner. 

• Finance and Record Keeping:

  • Maintain accurate financial records by processing invoices, recording transactions, reconciling bank statements, and ensuring proper coding of expenses. 

  • Oversee accounts payable:

    • Record all vendor invoices in bill.com in a timely manner.

    • Set up all outside vendors and contractors for payment; collecting and maintaining W-9 documentation for independent contractors.

    • Ensure that all payments are coded correctly according to the current budget.

  • Oversee accounts receivable:

    • Deposit and record all checks and payments, ensuring proper entry into the member database.

    • Ensure that all funds are collected on-time; following up on past-dues in a respectful and timely manner.

    • Ensure that all donations are properly coded and attributed according to the donor’s directions.

  • Review credit card activity, reconcile to monthly statements, and share with accounting team.

  • Assist in the maintenance of member database; producing reports as needed

  • Work closely with external accounting team, ensuring that all processes run smoothly and reports are received in a timely and accurate manner.

• Budget and Grant Administration

  • Assist with annual budget preparation process.

  • Monitor budget variances, identify potential issues

  • Track grant funding cycles, ensuring compliance with grant reporting requirements and deadlines. 

  • Assist with the preparation of grant applications and reports as needed. 

  • Monitor grant expenditures and provide necessary reporting to funders, as requested.

• Operations and Administrative:

• Ensure that donor acknowledgements are produced promptly and accurately regardless of method of payment.

• Assist members and donors with the process of making payments and pledges in their preferred method (check, CC, ACH, wire transfer, stock donation, employee match, etc)

• Work closely with entire staff to ensure consistent and efficient financial practices are maintained.

• Assist with onboarding of contract employees and new vendors; collecting and maintaining w-9s and setting up for payment.

• Bachelor's degree or equivalent work experience in finance, accounting or related field.

• Minimum of 3-5 years of experience working in finance or non-profit operations, including experience with accounts payable and accounts receivable.

• Proficiency in accounting software (e.g., QuickBooks) 

• Strong computer skills and the ability to troubleshoot (google suite, slack, etc.)

• Demonstrated proficiency in excel/google sheets

• Strong analytical skills and ability to interpret financial data 

• Excellent attention to detail and highly organized

• Ability to work independently and as part of a team

• Strong communication skills both oral and written

• Ability to think critically and problem-solve independently

• Comfortable and excited to work with a small cross-functional team.

Preferred:

• Experience working within non-profit organizations.

• Experience with donor management systems 

• Familiarity with fundraising and development processes 

• Commitment to the mission and values of CBS