Chief Financial Officer

Reporting to the Chief Executive Officer, the Chief Financial Officer will provide executive-level leadership and strategic direction for financial and administrative affairs of the organization. The Chief Financial Officer oversees accounting, finance, investments, risk management, business systems (technology and process) and human resources.

JCCSF programs and businesses co-exist within for-profit and not-for-profit marketplaces, with a current mix of 80% earned and 20% contributed revenue. The CFO and team will lead and support the organization to optimize revenue for a dozen unique businesses and services, ensuring sustainable growth of a complex organization. Seeking a senior leader with experience, keen observations, and insights into external conditions across many sectors to inform business development, as well as to develop best-in-class goal setting and accountability metrics to evaluate success and impact.

The CFO builds and maintains the confidence of the Board of Directors through impeccable organization, astute data-driven observations, clear and informative communication, mastery of financial levers, long-term financial modelling, trend analysis and data-driven recommendations and decisions.

As an organizational leader, the CFO will contribute significantly as a change agent to rebuild and optimize business practices, KPIs, processes, and systems. Strategic, supportive, and collaborative, the CFO will be a people-driven leader, collaborating on strategies to build an inclusive and welcoming great place to work.

At the JCCSF, we recognize the diversity of our staff and participant communities. Our Jewish values (Re-ut - Friendship; Tikkun ha-Olam – Repair the World; Tzedek – Justice) compel us to be inclusive and to work for equity and a more just world. The Board of Directors is currently engaging in a Strategic Planning process which includes examination and prioritization of diversity, equity, and inclusion (DEI). An internal staff-led DEI Task Force is working to advance a culture of belonging in the workplace. We seek a leader to be a champion of these values and initiatives.

Responsibilities:

Agency Leadership:

• Develop and implement strategies to meet the financial objectives established by the Board of Directors and CEO. Working closely with the CEO, Executive Team members and Board of Directors to develop, assess, implement, measure, and communicate strategic initiatives, with a focus on long-term organizational development.

• Serve as the lead staff liaison to the Finance, Investment, and Audit committees, building and maintaining the confidence of the Board of Directors and lay leaders.

• Bring experience, keen observations, and insights into external conditions across many sectors to inform business development, mentoring staff along the way.

• Partner with the Chief Operating Officer and Chief Program Officer to optimize revenue and resource allocation for a dozen or more unique businesses and services (i.e., fitness, summer camp, preschool, arts and culture, facilities rentals, enrichment classes, etc.). Determine the financial feasibility of prospective new business ventures, ensuring sustainable growth of a complex organization.

• Work with the Chief Strategy and Communications Officer to ensure alignment with 5-year strategic vision and to build transparency and nuanced communications for Board, staff, and the community about our decisions.

• Serve as a change agent to rebuild and/or optimize business practices, goal setting, KPIs, processes, and systems to support the nimble development of our programs and exceptional customer experience and service.

• Demonstrated resourcefulness in setting priorities, proposing new ways of creating efficiencies, and guiding investment in people and systems.

• Strategic, supportive, and collaborative, the CFO will be a people-driven leader, collaborating on strategies to build an inclusive and welcoming great place to work.

Finance Activities:

• Supervise the Senior Director of Finance and Accounting, who oversees a team of

• Oversee all financial operations of the JCCSF, including cash flow, banking, accounting, billing, and accounts receivable, payables and related systems.

• Oversee the investments of the organization and work closely with the Investment Committee to ensure that the assets of the JCCSF are properly invested based on the Investment Policy Statement approved by the Board.

• Provide high-level oversight of financial planning and analysis, ensuring an annual operating budget that is in alignment with organizational strategies.

• Monitor and report on financial performance relative to budget and forecast Work in close partnership with the Senior Director of Finance and Accounting to ensure that staff responsible for managing budgets are informed, trained, and mentored.

• Ensure processes and controls in place to provide timely and accurate financial statements and the successful output of a yearly audit and tax returns.

• Work with COO to evaluate and approve capital improvement projects from a financial

• Negotiate and administer leases and contracts; train staff and create procedures to minimize

• Manage insurance and risk management activities including, partnering with the COO on managing the relationship with legal counsel.

Human Resources:

• Supervise and partner with the Senior Director of HR, who oversees a team of

• Analyze and optimize the number of people employed at the JCCSF to meet the needs of the programming and operation of the organization while maintaining manageable workloads.

• Partner with HR leadership on the development of workforce strategies that increase retention and bolster recruitment.

• Support the union contract negotiation process led by the Senior Director of

Business Systems:

• Oversee the team responsible for integrity and utility of key transactional systems for all areas of activity including but not limited to Salesforce CRM and other business enterprise systems.

• Ensure that all business enterprise systems meet the unique business and departmental requirements in order to provide excellent customer service and user experience.

• Champion a culture of data tracking and reporting to support strategic decision

• Oversee strategic and tactical execution of the annual and long-range systems

Qualifications:

• A minimum of 6 years’ experience as CFO or role with similar level of leadership and accountability for finance operations, investment, and business strategy

• Minimum 10 years of experience of progressive responsibility in finance, operations, or non- profit management roles.

• CPA designation or master's in business, management, or finance; or equivalent work

• Experience in oversight of human resources and business

• Proven effectiveness leading professionals in finance and

• Technologically savvy, with demonstrated experience working with technology system staff to develop and implement new processes and systems to increase efficiency in a fast-moving

• A track record of leading in a growing organization to meet future growth and sustainability

• Experience working in, or serving as a key lay leader of, a non-profit organization; and/or experience working in a sector that aligns with one of our core businesses is a plus.

• Demonstrated experience in financial management and accounting of complex organizations with multiple revenue sources, ideally in the non-profit sector.

• Proven ability to present complex ideas and concepts orally and in writing in a clear and compelling way that can inform strategic decision making.

• Excellent people skills, with experience collaborating in a multidisciplinary, diverse, and dynamic team.

• Up-to-date knowledge of current financial and accounting computer applications, Salesforce strongly preferred.

• Experience should include legal, audit, compliance, contracting, budget, and resource

• Flexible and a self-starter; able to multitask while also being highly detail

• Personal qualities of integrity, credibility, and a commitment to JCCSF’s