Chief Financial Officer

Position: Chief Financial Officer

Department: Executive Finance

Classification: At-Will, Full time, Exempt, fully benefited position

Reports to: Reports to Chief Executive Officer (“CEO”)

About Jewish Silicon Valley:

Jewish Silicon Valley (“JSV”) is a 501c3 domestic charitable non-profit arising from a merger between the Jewish Federation of Silicon Valley, LLC and the Addison-Penzak JCC. JSV’s mission is to harness the power of community to improve lives, build bridges of understanding, and strengthen the Jewish people here, in Israel, and around the world. JSV’s key focus areas are:

• Developing and executing programs that improve people’s lives Jewishly, with an emphasis on Youth & Family Engagement, Jewish Life & Culture, Healthy Aging and Health & Wellness.
• Community building and leadership development, through partnerships with local Jewish and other community agencies to foster collaboration, empower community leaders, inspire the next generation, and build bridges of understanding.
• Philanthropy development to provide annual and long-term support for local Jewish organizations and Jewish communal needs locally, nationally, in Israel and around the world.

Jewish Silicon Valley welcomes people of every background and belief to participate in all our activities, and we work with Jewish organizations and other community partners throughout the Silicon Valley, creating opportunities for all of us to build relationships that transcend differences and foster a sense of unity. Through our advocacy work, and our many inclusive programs, Jewish Silicon Valley is helping to end antisemitism and bias in our community. Our vision is to ensure a vibrant Jewish community in Silicon Valley and promote the well-being of all people by providing visionary leadership, philanthropic support, and meaningful programs and experiences that are rooted in Jewish values and traditions.

Please visit our website at www.jvalley.org for more information.

Summary of Job Description:

The Chief Financial Officer (CFO) is a strategic executive leader reporting directly to the CEO, playing an essential role as a thought partner in driving organizational growth and financial sustainability. Collaborating closely with senior leadership team, the CFO joins us at a transformative moment in our organization's trajectory as we:

• review efficacy of organizational financial tools, models, and strategic plans,

• launch new capital campaign projects, e.g. expanding our aquatics center;
• prepare to expand our community foundation model through increased DAF and endowment investment opportunities for our donors; and
• develop new ways to meet our community’s evolving needs.

The ideal candidate possesses strong people and leadership skills, a record of successful financial management, demonstrated experience and proficiency with back-office operations, and the ability to build trusting relationships with staff, board members, volunteers and philanthropic supporters.

Primary Responsibilities:

• Provide leadership in financial operations and systems supporting financial reporting, budgeting, forecasting and internal controls.
• Ensure compliance with Generally Accepted Accounting Principles (“GAAP,” local, state, and federal non-profit fiscal/fiduciary guidelines.
• Direct the preparation and review of the annual forecasting and budgeting process for all JSV departments and initiatives.
• Coordinate the annual independent audit including consolidating financial statements and review audited financial statements for proper disclosures.
• Provide leadership, direction, and efficiencies for all investment accounting.
• Serve as the staff lead to the Investment and Finance Committees.
• Cogently present and defend financial position reports to the Board of Directors.

Qualifications:

• Demonstrated leadership, communication and relationship building skills in a not-for-profit and/or for-profit environment
• Experience as a senior level finance or accounting professional in a not-for-profit and/or for-profit environment
• Bachelor’s and/or master’s degree in business, accounting, finance or related field.
• Certified Public Accountant (CPA) strongly preferred.

Knowledge and Skills Requirements:

• Experience in financial planning and financial forecasting.
• Knowledge of finance, accounting, budgeting, and cost control principles, internal controls, cash management and GAAP.
• Knowledge of automated financial and accounting reporting systems.
• Ability to analyze financial data and prepare financial reports, statements, and cash flow projections.
• Proficient written/verbal communication and interpersonal skills.
• Ability to positively motivate teams to produce quality materials within timeframes and simultaneously manage several projects.
• Board level experience (volunteer or other) interacting with lay leadership. Ability to participate in and facilitate committee meetings.
• Proven ability to meet deadlines and communicate cogent explanations of financial positions to the CEO and Board.
• Proven professional/fiduciary level of confidentiality and judgment.

Personal Attributes:

• Self-aware, critical thinker with attention to short/mid/long-term goals.
• Strong interpersonal skills, able to communicate and manage at all levels of the organization staff, volunteers & donors.
• Strong problem-solving skills with sound judgment. Make timely decisions based on accurate and relevant analyses.
• High level of integrity and dependability with a strong sense of urgency and results-orientation.

Working Conditions/Physical requirements:

The working conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to:

• Work in a Fitness Center/Community Center and typical business office environment
• Ability to sit for long periods.
• Extensive Computer and some telephone work.
• Ability to lift/carry 25 lbs.
• Typical Business hours Monday through Friday with occasional need to complete after hours and weekends to complete specific projects
• *Work in the vicinity of children and older adults

While performing the duties of this job, the work environment can be noisy and you may be working in close proximity with others. This role routinely uses standard office equipment such as phones, computers and printers.

This position is contingent upon the return of a *clear LiveScan Background Check, verified positive employment reference, and proof of eligibility to work in the US without sponsorship.

Disclaimer: This job description indicates, in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all-inclusive to any specific employee. Management reserves the right to add, modify, change or rescind the work assignments of different positions and, when possible, to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Nothing in this position description changes the at-will employment relationship existing between JSV and its employees.