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Job Description

As a senior finance leader, you will help guide Congregation Mishkan Or.’s financial strategy, reporting, compliance, and long-term sustainability.

Responsibilities

  • Collaborate with the Executive Director and Board to develop and execute the organization’s financial strategy.
  • Deliver financial modeling, forecasting, and scenario analysis to support strategic decisions, new programs, and growth initiatives.
  • Serve as a strategic financial advisor to organizational leadership.
  • Lead the annual budgeting process across departments and programs.
  • Create and maintain multi-year financial forecasts and track performance against budget and strategic goals.
  • Provide ongoing financial analysis, reporting, and dashboards to the Executive Director and Board.
  • Ensure accurate, timely financial statements in line with GAAP and nonprofit accounting standards.
  • Oversee the annual audit and manage relationships with external auditors.
  • Ensure compliance with federal, state, and funder reporting requirements, including Form 990.
  • Manage financial operations for restricted and unrestricted funds, government grants, and foundation contracts.
  • Support grant compliance, including cost allocation, indirect rates, and reporting deadlines.
  • Manage cash flow, banking relationships, and organizational reserves in alignment with Board-approved policies.
  • Monitor liquidity and advise leadership on cash management strategies.
  • Establish and maintain internal controls to safeguard assets and strengthen financial integrity.
  • Oversee insurance, risk assessments, tax filings, and related regulatory compliance.
  • Act as primary staff liaison to the Finance and Audit Committees.
  • Prepare financial materials and presentations for Board meetings and support the Board’s fiduciary oversight responsibilities.
  • Lead, mentor, and develop the finance and accounting team.
  • Strengthen financial systems, policies, and processes to support growth and operational efficiency.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field (required).
  • CPA or MBA strongly preferred.
  • Minimum 10 years of progressive financial leadership experience, including at least 5 years in a senior finance role, ideally in the nonprofit sector.
  • Strong knowledge of nonprofit accounting standards, fund accounting, and government/foundation grant compliance.
  • Proven experience managing audits, budgets, and Board relationships.
  • Strong analytical, communication, and leadership skills, including the ability to explain complex financial information to non-financial stakeholders.
  • Proficiency with financial management software, including one or more of: QuickBooks, Sage Intacct, NetSuite, or similar nonprofit platforms.

Technologies

  • QuickBooks
  • Sage Intacct
  • NetSuite

Benefits

  • Competitive Pay, commensurate with experience
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) retirement plan
  • Paid time off
  • All major holidays observed

Schedule

  • Monday – Friday

Work Model

  • On-site initially, with hybrid potential

Employment Details

  • Employment type: Full-Time
  • Department: Finance & Accounting
  • Reports to: Executive Director
  • FLSA status: Exempt

Compensation

  • Pay: USD 130,000 - 150,000 per year

Work Environment & Physical Demands

  • Professional office environment; on-site initially with hybrid potential thereafter.
  • Routinely uses standard office equipment including computers and phones.
  • Occasionally required to lift up to 15 pounds.
  • Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

Location

  • Beachwood, OH (in-person/onsite)

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