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

To Apply:
Please submit your resume to staffing@jewishnola.com