Chief Financial Officer

The mission of the Jewish Federation of San Antonio is to strengthen Jewish communities here, everywhere, always. Founded in 1927, the Federation is dedicated to building a strong Jewish community in San Antonio and worldwide through its Annual Campaign, and by providing meaningful opportunities for Jewish individuals and families. Federation is composed of people who strive to perfect an imperfect world. Federation is where passion and commitment, along with tzedakah and a sense of social justice, join together to make a difference in someone’s life. The Jewish Federation of San Antonio staff are passionate about community building; highly collaborative, often going above and beyond their own job description; and always learning. We bring a wide range of experiences and backgrounds to our work and welcome all applicants for this dynamic position.

Position Overview

The Chief Financial Officer (CFO) is a senior level position, serving as part of the senior management team of the organization and reporting directly to the CEO/President. The CFO has overall responsibility for the security of all assets owned, as well as risk management. The CFO is responsible for planning, implementation and management of all financial related activities for the Federation and the Foundation for Jewish Philanthropies of San Antonio (aka Endowment). The CFO will be responsible for overseeing all fiscal and fiduciary responsibilities for the organization, in conjunction with the board of directors and the treasurer as well as the finance, audit, and investment and endowment committees of the board. The CFO will coordinate and supervise the Accounting Manager, and Accounting Associate.

Job Responsibilities:

Financial Management to include preparing and oversight of annual budget; all tax compliance; oversee audit preparation, prepare monthly financial statements for the Board and for internal department leaders. Develop, monitor and improve internal controls. Insure general ledger accounts are reconciled. Provide support for grants and financial analysis for major organization decisions. In addition, responsible for investment oversight, cash management and treasury functions.

Payroll and Human Resources to include supervision of payroll preparation, tax filings and recording properly in the general ledger. Oversee employee records and benefit resources.

Information Technology to include supervision of third-party contractors which provide help desk services. Also, ensure security is maintained for all systems.

Management to include oversight of policies and procedures maintenance and assists CEO with special projects.

Committees to support include Executive Committee, Budget and Finance, Investment Committee Grants and Allocation Committees and the Endowment and Trust Committee.

Desired Experience & Competencies

• Minimum Education: Degree in Accounting, Finance, or related field. CPA preferred

• Minimum Preferred Experience: 5 Years in Non-profit environment; 10-15 years in Accounting/Finance.

• Preferred experience with endowment investment functions.

• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives.

• Problem Solving - Identifies and resolves problems efficiently; Gathers and analyzes information; Develops solutions; Works well in group problem solving situations; Uses reason.

• Oral Communication - Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions; Demonstrates group presentation skills; Participates in meetings.

• Written Communication - Writes clearly and concisely; Edits work; Varies writing style to meet specific needs; Presents data effectively; Able to read and interpret written information.

• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

• Adaptability - Adapts to changes in the work environment; Manages competing demands; Able to handle frequent change, delays, or unexpected events.

• Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.

• Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Gives recognition to others as appropriate.

The above job duties and responsibilities describe the general nature and level of work for employees in this position, but this is not intended as an exclusive or all-inclusive inventory of all duties required of employees in this job.

This position reports directly to the Chief Executive Officer.