The Jewish Federation of the East Bay and The Jewish Community Foundation are dedicated to building a vibrant and inclusive local Jewish community and to enhancing the well-being of Jews in the East Bay, Israel, and throughout the world. The Federation’s Annual Campaign raises approximately $3 million to support programs, initiatives and organizations critical to a strong Jewish community. Our goal is to create a cutting edge, donor-centric next generation Federation. The Jewish Community Foundation, a $125 million charitable organization houses endowment funds that benefit the Jewish Community Federation and other local Jewish non-profit organizations. The Foundation also holds more than 200 donor-advised funds and is the umbrella for nearly a dozen supporting foundations. 

Reporting to the Chief Executive Officer, the CFO requires the skill of an exceptional, hard working leader, with demonstrated success to execute on the organization’s vision, mission, and philosophy. The CFO must employ a thoughtful and respectful style to lead by example. As an organization, we strive to do the best work possible, make an impact and have fun!

Guided by the organization’s strategic plan, the CFO/COO will provide the leadership, management, and oversight necessary to ensure that the organization has the appropriate operational controls, reporting procedures, and systems in place to effectively grow the organization, while maintaining excellence and ensuring financial strength and operating efficiency. As a member of the organization's leadership team, the CFO will participate in decision-making processes necessary for the successful attainment of the Federation’s mission.

The CFO supervises employees in finance, and data management. This person must be a hands-on leader capable of rolling up their sleeves and getting involved in the details as needed. The following are the key responsibilities of the CFO:

Leadership
• CEO Partner
• Statistical Measurement and Financial Reporting
• Direct short-term and long-range planning and budget development to support strategic business goals.
• Organizational leadership and management: the design and implementation of organization-wide planning and systems; develop the organization, its values and culture in partnership with the CEO and the senior staff team.
• Risk management and legal activities: Oversee risk management, contract management and other legal activities.

Finance
• Develop and manage financial policies, procedures, annual operating and capital budgets.
• Prepare financial statements including reporting revenues, expenses, budget variances, and cash flows on a monthly basis.
• Develop and implement controls to assure the integrity of the accounting system, including the implementation of audit recommendations.
• Serve as staff liaison to the Federation and Foundation Finance Committees, the Audit Committees, and the outside auditor.
• Manage and maintain relationships with banks.
• Supervise annual audit of the Federation and the Foundation
• Oversee and report on Federation and Foundation cash management, investments and asset allocation rebalancing.
• Purchase all property and liability insurance for the Federation and Foundation as well as oversee certificate program and claims reporting.
• Assure completion and timely filing of required local, state and federal returns and legal documents.
• Staff the Foundation Investment Monitoring Committee – a volunteer committee that works with our professional investment advisors to manage a $50 million diversified investment pool.
• Attend annual meetings of supporting foundations and prepare asset performance summaries as well as meet with supporting foundation board members throughout the year on asset updates and new developments.
• Manage and account for the stock donation process.

We are seeking a candidate with a diverse range of experience who enjoys managing complex situations and who has the initiative, skills, and sensitivity needed to manage organizational change and create systems that increase organizational effectiveness while supporting our culture and values. 

• Substantial executive and/or senior level leadership and management experience in a non-profit environment, including the areas of organizational development, operations and finance described above.
• Minimum Bachelor’s degree in Finance or related field; CPA/MBA a plus
• Strong track record in creating systems that increase organizational effectiveness and promote collaboration and inclusion.
• Demonstrated ability to be analytical, capable of building trust and working in partnership with staff to achieve results.
• Experience in impact assessment / evaluation.
• Ability to interact with and provide white-glove service to high-level donors
• Advanced skills in Microsoft Excel; experience with Blackbaud Raiser’s Edge and/or Financial Edge a plus
• Up-to-date on trends in non-profit and foundation financial reporting and management
• Superior verbal and written communication skills
• Honesty, a sense of humor, and common sense are essential, as is the ability to maintain confidentiality.
• Passion for making positive social change in the world.
• Understanding of HR and IT

The Jewish Federation of the East Bay offers a competitive salary and benefits package including medical, dental and vision coverage in addition to a retirement plan and paid vacation and sick leave. 

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