This position is no longer accepting applications
Closed on September 26, 2026.
This role is filled — get an email when new Financial Planning roles open on FinanceJobs.io:
Director of Finance
Finance Director
Advisor
Budget Management
Director of Finance
Executive Finance Strategy
Financial Analysis
Financial Planning
Financial Reporting
Leadership
Management
Strategic Finance
View similar jobs
Get alerted when similar jobs are posted — set up a New Financial Planning jobs on FinanceJobs.io alert.
See other roles at Congregation Mishkan Or..
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)