Finance and Development Associate

Congregation Rodef Sholom; San Francisco (CA); On-site; USD 62,000 - 65,000; Full time

Benefits offered by this job

Health insurance

403(b) match

Paid holidays

Job summary

Congregation Rodef Sholom in San Rafael, CA, seeks a Finance and Development Associate to manage membership financials, donor relations, and reports. The role supports the Director of Finance and collaborates with the development team to steward gifts and grants.

The position emphasizes accuracy, customer service, and a collaborative approach in a faith-based, in-person office setting.

Qualifications

• Experience handling membership financials and donor relations.
• Strong data entry and reporting abilities.
• Excellent communication with congregants and staff.

Responsibilities

• Maintain membership financials and donor records in ShulCloud.
• Process deposits and reconcile payments with bank records.
• Generate reports, acknowledgments, and donations letters.

Skills

Computer skills

Organization skills

Customer service

Telephone manners

Interpersonal skills

Tools

ShulCloud

Google Docs

Google Sheets

Remote scanner

Job description

Congregation Rodef Sholom is a vibrant Reform congregation, and Marin County’s first Jewish congregation, founded in 1962. Located in San Rafael, California, Congregation Rodef Sholom draws members from across the Bay Area — multi-generational families, young professionals, interfaith families, and those exploring Jewish life for the first time. Guided by our Sh’ma statement—“Igniting the passion to connect: with Jewish values, with each other, and with our world”—Rodef Sholom is a kehilla kedosha, a sacred community rooted in connection, purpose, and shared responsibility.

About the Role

This is an exciting time to join our team. We opened the doors of our new, state-of-the-art synagogue in 2024 and have been growing ever since. Every member of our team helps expand our engagement with Jewish and interfaith families, bringing a vibrant and meaningful Judaism to the next generation and broadening what it means to be Jewish in Marin and the Bay Area. Guided by a commitment to accessibility, inclusion, and social justice, we strive to create a welcoming community where all people can participate fully, find belonging, and work together to build a more just and compassionate world.

Position Overview:

The Finance and Development Associate is an individual with strong computer skills, strong organization skills, a customer service approach, stellar telephone manner, and interpersonal skills. This person will interact with Synagogue staff and externally with constituents including congregants, Board members, donors, and volunteers.

Under the direction of the Director of Finance, the Finance and Development Associate duties concerning membership financials, database management, grant management, donor relations, stewardship activities, and administrative assistance, including generating reports and mailings, updating the ShulCloud database, database management and generating acknowledgment letters.

Primary Responsibilities:

The responsibilities of this position intersect through the financial responsibilities but not limited to the following:

• Database and spreadsheet management
• Deposit all checks through remote scanner
• Enter checks into ShulCloud with accuracy, reconciling to the bank deposit amount
• Follow up on emails and phone calls for membership matters
• Review daily reports to review payments in ShulCloud
• With Support from Finance Director, email or call members to set up payment plans
• Support monthly reconciliation process for capital and operating expenses
• Support report building for finance
• Manage gift processing and prepare thank-you letters to donors using Google docs ShulCloud
• Manage the tribute process, including: processing gifts, donor acknowledgements, recipient notifications
• Manage gift agreements including campaign pledges, acknowledgements and payment reminders
• Generate campaign reports
• Generate monthly, annual pledge reminders
• Produce weekly, monthly and year-end fundraising reports, including monthly board reports
• Assist with and may attend fundraising and stewardship events (as necessary)
• Assist with answering the phones and support of the office team
• Manage registration, maintain records, communicate with parents, distribute class information to teachers, and maintain the central database
• Process tuition payments and scholarships
• Maintain synchronized Google Sheets workflows to keep student data consistent across platforms

Hebrew Program Coordination

• Coordinate master schedules for weekly Hebrew sessions across families and teachers
• Partner with leadership, admin, and teachers to manage b mitzvah scheduling and maintain up-to-date staff tracking

Other duties as assigned by the Finance Director and Director of Development as needed such as grant reports, budgets and management of development files.

Other duties may be assigned as necessary such as supporting the Youth Programs administratively or the office staff with phones.

Retreats will be paid for separately if you choose to attend as a staff member.

Professional Conduct:

A high degree of professionalism in all elements of this position

• Desire to be reflective in practice, an ongoing learner, and to work collaboratively and respectfully with fellow professionals
• Passion for sharing Jewish life and learning
• Compassion, understanding, and patience when speaking with congregants and staff
• Excellent written and oral communication skills
• A commitment to supporting our community
• The ability to have challenging conversations
• The ability to exercise good judgment and use common sense
• The ability to remain calm in crisis situations
• The ability to interact respectfully with a wide range of personalities
• The ability to approach daily work from a person-centered perspective
• Well-developed problem-solving skills
• Strong ability to manage multiple projects with an eye to detail and quality of experience for participants

This is an in-person role.Work will be performed in an office, education, and religious environment. The physical arrangement of the office may require the position to work in an open environment within close proximity to other colleagues. Workspace must be organized and reflect efficiency. The noise level in the work environment is usually low to moderate.

Compensation and Benefits

Salary range$62,000-$65,000

Health insurance paid for employee and family after 90 day waiting period

National holidays and Jewish Holidays

403 (b) match