Chief Financial Officer at Adath Jeshurun

Job Title:

Chief Financial Officer

Organization Name:

Adath Jeshurun Congregation

Job Type:


Salary Range:



July 19, 2024

Position Summary:

The Chief Financial Officer (CFO) is a senior leader responsible for effectively managing the strategic finance, accounting, information technology (IT), human resources, and risk management functions of a $5M organization with complex funding sources, a full-time staff of 30 and part-time staff of up to 100, an endowment of $10M, two cemetery properties, a 75,000-square foot building, and 52 acres of grounds.

The CFO will develop and ensure the execution of financial, human resources, and risk management strategies, programs, and initiatives that ensure the organization’s financial health, stability, and future growth.

The CFO partners with colleagues, the Treasurer, and the Board of Trustees to oversee the congregation’s financial health and serves as a partner, resource, and consultant to staff members, clergy, lay leaders, the Adath Jeshurun Board of Trustees, and the Adath Foundation Board of Directors.

Primary Duties and Responsibilities

Financial and Administrative Leadership

  • Plan and implement all the organization’s financial activities, including long-range forecasting and multi-year planning.
  • With the Board of Trustees and Executive Director, set financial goals for the Congregation and lead implementation to achieve those goals.
  • Prepare an organization-wide annual budget with clergy, program managers, and the Board Finance Committee input and ensure its alignment with organizational goals;
  • Work proactively with the Board, Treasurer, Board Finance Committee, and staff to develop a budgeting approach and philosophy. Support and build financial acumen within the staff and Board; meet regularly with budget managers to monitor performance against goals and budgets.
  • Ensure sound financial and risk management practices are followed; assess and mitigate financial, legal, and organizational risks.
  • Maintain and monitor financial policies and procedures, creating consistencies and efficiencies while implementing best practices.
  • Contribute to and provide input into the strategic planning process, including scenario planning and long-range, multi-year forecasting.
  • Support the implementation of effective capital planning and investments in the synagogue building, grounds, cemeteries, and equipment.
  • Develop and ensure the effective implementation of effective, sustainable, and scalable financial, risk management, HR, and IT systems and processes to support congregational operations.
  • Manage the organization’s PEO and ensure equitable HR practices that reflect the organization’s values and comply with applicable laws and guidelines.
  • Establish and maintain constructive and effective relationships with external vendors and partners, including auditors, funders, bankers, investment advisors, attorneys, and other professional advisors.
  • Lead and implement major organizational initiatives as directed by the Executive Director.

Accounting Management

  • Coordinate and supervise the organization’s monthly and annual accounting, accounts receivable, and accounts payable functions.
  • Ensure timely and accurate financial reporting consistent with generally accepted accounting practices (GAAP), nonprofit law, regulatory agencies, and organization policy. Prepare and present reports as needed.
  • Maintain the general ledger, chart of accounts, and accounting software.
  • Meet with budget managers monthly to report and monitor progress against budget.
  • Analyze and recommend changes to programs and strategies based on financial conditions.
  • Supervise organizational compliance for federal and state government and funders.
  • Oversee and certify external audits, tax filings, or other required fiduciary reporting.

Staff Management

  • Provide financial leadership to the accounting team and budget managers, including tactical planning and directing functional accounting and finance activities. Support the development of financial acumen across the organization.
  • Lead, manage, and support finance and accounting staff and foster a healthy, inclusive, collaborative work culture that recognizes the skills and expertise of all.
  • Support professional growth and development to retain a talented and high-performing team.

Board Relations

  • Provide accurate and strategic financial information in a timely manner.
  • Formulate recommendations for consideration by the Board, actively solicit Board input on key priority issues in a timely, effective manner, and engage the Board in strategic, fiduciary, and generative dialogue.
  • Serve as a liaison and resource to the Board and lay leaders; serve as lead or consulting staff on the Board Finance, Investment, and Culture of Philanthropy—committees and other committees as assigned.

Experience and Qualifications Requirements:

  • Five to seven years of financial leadership experience
  • Demonstrated experience and success in strategic finance, accounting, reporting, analysis, budgeting, forecasting, and financial management policies and procedures.
  • Proven ability to successfully supervise, manage, and develop an engaged and effective staff team, including leading change management

How to Apply

Please send cover letter, resume, and three professional references as one PDF document to [email protected] by 5 p.m. on Friday, July 19th. Questions about the search can be directed to Melissa Martinez-Sones at Mighty Consulting, [email protected], or 651-808-3409.