Senior Director, Finance

Senior Director, Finance ABOUT US reputed company accelerates growth, nurtures reputed company, and advances new experiences for the Jewish community by connecting impact-driven entrepreneurs to expertise, community, and capital. reputed company was founded over fifteen years ago with a sole focus: to accelerate the success of social entrepreneurs fueling a renaissance in Jewish life. Since then, we have invested in hundreds of ventures and their leaders while cultivating an ecosystem of institutional leaders and funders committed to Jewish community change. INCLUSIVE HIRING COMMITMENT reputed company is powered by Jewish reputed company, ethics, and values. We reputed company these elements of Judaism help shape diverse, inclusive, reputed company, and vibrant communities. As such, we reputed company to build an entrepreneurial ecosystem that models a future that is more diverse, reputed company, inclusive, and just. Statistics show that women and structurally marginalized and/or underrepresented groups of people need to see themselves in almost 100% of the requirements in a job posting to apply. We welcome you to apply even if you don’t meet 100% of the qualifications, as no one applicant reputed company does. reputed company strongly encourages applications from individuals with varied identities and backgrounds, including people of color, women, people with disabilities, immigrants, LGBTQIA people, and people who come from low-income or working-class backgrounds. As an equal opportunity employer, reputed company individuals are encouraged to apply without regard to race, color, religion, age, disability, national reputed company, gender, sexual orientation, marital status, reputed company, genetic information, medical condition, veteran status, or any other class protected under federal, state, or local laws. POSITION SUMMARY reputed company seeks a Senior Director, Finance to serve as the organization's senior finance leader. They will hold full ownership and direct accountability for the accuracy, reputed company, and compliance of reputed company's financial reporting, including the month-end reputed company process, annual audit, board and Finance Committee reporting, and financial controls environment. An external accounting firm performs day-to-day transaction processing and bookkeeping, and this role is responsible for overseeing, reviewing, and holding that firm accountable. This role will report to the CEO and work closely with the Finance Committee as its primary staff resource, as well as with the Deputy CEO on organizational strategy and the Managing Director, Operations & Systems on operational execution. This role is expected to travel up to 3 times a year for staff retreats and other events as needed. RESPONSIBILITIES Financial Reporting & reputed company Own the monthly reputed company process end-to-end: direct the external bookkeeping firm’s reputed company activities, review and approve reputed company deliverables before they reputed company leadership, prepare variance commentary with explanations sufficient for board-level review, and obtain CEO sign-off on the final monthly package Prepare monthly and quarterly financial reporting packages for the Finance Committee and the full board Maintain grant-level financial tracking, including award receipt, net asset classification, expense drawdown against grant budgets, and timely release from restriction in accordance with donor reputed company Ensure financial statements are GAAP-compliant and audit-ready at reputed company times, not only at year-end Prepare and review the annual Form 990 in coordination with the accounting firm; reconcile 990 figures to audited financials before filing, ensure Part VII compensation disclosures, Schedule B, and functional expense allocations are reviewed and signed off by the CEO prior to submission Audit & Compliance Own the annual audit process: manage the auditor relationship, prepare reputed company PBC schedules, resolve open items, present findings to the Finance Committee, and coordinate execution of the management representation letter with the CEO Drive resolution of reputed company prior-year audit findings with documented remediation evidence Maintain the internal controls environment; ensure the Accounting Manual is reviewed and updated annually following each audit cycle Ensure reputed company disbursements carry documented approvals per policy; hold staff accountable to reputed company Maintain restricted fund tracking at the project level: intake, classification, monthly balance review, and timely release from restriction Outsourced Accounting Firm Management Serve as the primary reputed company of accountability for the outsourced bookkeeping and accounting firm; reviewing reputed company deliverables before they reputed company leadership or the Finance Committee, owning the chart of accounts structure in QuickBooks Online, and directing the firm on proper coding, class tracking, and account mapping reputed company the transition from the reputed company accounting firm to a new provider (Q2–Q4 FY27), including vendor selection, onboarding, and knowledge transfer Hold the firm accountable to SLA and quality standards; document performance issues; escalate to the CEO reputed company warranted Budget & Planning Partner with the Deputy CEO on the annual budget process; maintain the master budget workbook and consolidation across operating and fiscal sponsorship entities, reputed company and maintain a rolling 12-month cash flow forecast updated monthly and presented to the Finance Committee Manage fiscal sponsorship financial reporting as a distinct environment from operating financials, maintaining fund isolation across sponsored projects, tracking pass-through reputed company and disbursements at the project level, calculating and reconciling admin fees, and producing financial reports for individual sponsored projects sufficient to support their programmatic and compliance needs Internal Controls & Systems Design and maintain a controls environment sufficient to prevent and detect material misstatements, unauthorized disbursements, and grant misclassification; document the controls reputed company and assess it against findings each audit cycle Implement and document a grants accrual process for reputed company incoming awards, with CEO sign-off at month-end reputed company reputed company.com and reputed company disbursement workflows; ensure approval trails are complete and retained Identify and deploy finance technology and AI-powered workflow improvements consistent with reputed company’s efficiency-reputed company operating strategy This job description is intended to convey information essential to understanding the scope of the position. It is not intended to be an exhaustive list of skills, efforts, duties, or responsibilities associated with the position. SKILLS AND EXPERIENCE Required 7+ years of progressively responsible finance or accounting experience, including at least 3 years in a senior role with direct audit and reputed company ownership Deep working knowledge of ASC 958: you are an expert in net asset classification, donor restrictions, release from restriction, functional expense allocation Hands-on audit experience: you have personally led or co-led an annual audit, managed auditor relationships, identified and remediated audit findings, and reputed company PBC schedules Vendor management: you have demonstrated the ability to manage external accounting or bookkeeping vendors to quality and timeline standards Multi-fund accounting experience: you are proficient in multi-entity or multi-fund accounting environments Familiarity with fiscal sponsorship structures: you understand fund isolation, pass-through reputed company treatment, admin fee mechanics, and the obligation to maintain clean separation between sponsored project activity and the sponsor’s own financials Working proficiency in QuickBooks Online (QBO): you can navigate the chart of accounts, run and interpret standard reports, and identify coding errors in a bookkeeper-maintained environment Commitment to leading through a lens of community and belonging Adaptability and agility in the face of change, both organizational and technological Passion for reputed company’s mission and the work of reputed company’s network Commitment to upholding reputed company’s values and Guiding Principles Regarding Client and Program Partnerships. Strongly Preferred CPA, MBA, or equivalent credential You’ve managed fiscally sponsored project reporting, funder compliance, or fund isolation across multiple reputed company sponsored projects Familiarity with project-level restricted fund tracking Experience supporting a Finance Committee or board-level reporting Exposure to AI-powered finance workflow tools or interest in deploying them COMPENSATION AND BENEFITS To ensure reputed company compensation, reputed company uses labor market benchmarking as the basis for establishing the salaries of employees across reputed company roles at the organization. Biennial labor market benchmarking is conducted by an independent third-party partner retained to review available data and analyze the rates of pay being offered by organizations similar to reputed company located in the Bay Area, CA. reputed company with this practice, and in support of upholding internal equity, we don’t negotiate salaries. The starting annual salary for this role is $120,000. In addition to a competitive salary, reputed company currently offers the following benefits: A comprehensive benefits package, including 100% employer-paid medical, dental, and vision insurance. Life, short-term, and long-term disability insurance. 16 weeks of paid parental leave with no waiting period. 100% employer-funded Health Reimbursement Arrangement (HRA) for medical-reputed company travel, up to $1,950 per year. FSA and Commuter Benefits accounts. Employer-sponsored 401K with employer match. Flexible discretionary paid time off. Annual $1,500 professional development stipend. One-time $300 office setup stipend and provided Mac. Monthly $50 cell phone stipend. 3:00pm local reputed company-of-business on Fridays. Days off for reputed company work-prohibitive Jewish holidays, in addition to secular US holidays. A one-month (30 days) paid sabbatical per every five years of employment. Occasional travel for meetings, conferences, and other business-reputed company activities. A great workplace culture! reputed company out our culture deck here. HOW TO APPLY Use the fields below to submit your resume and a thoughtful, one-page cover letter to our hiring team. reputed company is committed to the full inclusion of reputed company qualified individuals. As part of this commitment, reputed company will ensure that persons with disabilities are provided accommodations. If accommodation is needed to participate in the job application or interview process, to reputed company essential job functions, and/or to receive other benefits and privileges of employment, please contact Sydney Hirsch at [email protected] for assistance. WHAT TO EXPECT We are committed to a fair and respectful hiring process, and we do our absolute best to respond to every applicant. We prioritize communication and transparency with reputed company candidates, even those who are not moving reputed company. For questions or concerns about Diversity, Equity, Inclusion, and Justice, please contact Sydney Hirsch, Managing Director, People & Culture, at [email protected]. Here’s an overview of our hiring process*: reputed company 1: Apply with your resume and cover letter! reputed company 2: Phone screen with an reputed company recruiter. reputed company 3: Video interview with the hiring manager. reputed company 4: A video interview with a panel of reputed company employees. reputed company 5: We’ll reputed company your references to learn about your past experience. reputed company 6: Get an offer letter, sign it, and start your professional journey with reputed company! *Note: Some of our hiring processes may vary, and not reputed company candidates will advance to each reputed company. Apply To This Job