Finance and Operations Associate

Congregation Beth Sholom; San Francisco (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

An established industry player is seeking a Finance and Operations Associate to oversee financial operations and ensure accurate record-keeping. This role is vital in managing accounts payable and receivable, assisting with budget tracking, and maintaining relationships with donors and members. The ideal candidate will have a strong background in finance or non-profit operations, with proficiency in accounting software and excellent analytical skills. Join a dedicated team committed to supporting the community and making a difference through effective financial management and operational excellence. This is a fantastic opportunity to contribute to meaningful work in a supportive environment.

Qualifications

• 3-5 years of experience in finance or non-profit operations required.
• Proficiency in accounting software and strong analytical skills needed.

Responsibilities

• Manage day-to-day financial operations including accounts payable/receivable.
• Assist with budget preparation and grant administration tasks.

Skills

Analytical Skills

Communication Skills

Problem-Solving

Attention to Detail

Teamwork

Education

Bachelor's degree in Finance or Accounting

Equivalent work experience

Tools

QuickBooks

Google Suite

Slack

Excel/Google Sheets

Job description

Position Overview:

The Finance and Operations Associate is responsible for managing the day-to-day financial operations of Congregation Beth Sholom, including accounts payable/receivable, assisting with budget tracking, grant administration and working with the external accounting team. Additionally this position will serve as a key contact for members and donors, ensuring that pledges and payments are collected, acknowledged, and accurately recorded in a timely and accurate manner.

Key Responsibilities:

Finance and Record Keeping:

• Maintain accurate financial records by processing invoices, recording transactions, reconciling bank statements, and ensuring proper coding of expenses.
• Oversee accounts payable:
• Record all vendor invoices in bill.com in a timely manner.
• Set up all outside vendors and contractors for payment; collecting and maintaining W-9 documentation for independent contractors.
• Ensure that all payments are coded correctly according to the current budget.
• Oversee accounts receivable:
• Deposit and record all checks and payments, ensuring proper entry into the member database.
• Ensure that all funds are collected on-time; following up on past-dues in a respectful and timely manner.
• Ensure that all donations are properly coded and attributed according to the donor’s directions.
• Review credit card activity, reconcile to monthly statements, and share with accounting team.
• Assist in the maintenance of member database; producing reports as needed.
• Work closely with external accounting team, ensuring that all processes run smoothly and reports are received in a timely and accurate manner.

Budget and Grant Administration:

• Assist with annual budget preparation process.
• Monitor budget variances, identify potential issues.
• Track grant funding cycles, ensuring compliance with grant reporting requirements and deadlines.
• Assist with the preparation of grant applications and reports as needed.
• Monitor grant expenditures and provide necessary reporting to funders, as requested.

Operations and Administrative:

• Ensure that donor acknowledgements are produced promptly and accurately regardless of method of payment.
• Assist members and donors with the process of making payments and pledges in their preferred method (check, CC, ACH, wire transfer, stock donation, employee match, etc).
• Work closely with entire staff to ensure consistent and efficient financial practices are maintained.
• Assist with onboarding of contract employees and new vendors; collecting and maintaining W-9s and setting up for payment.

Qualifications:

• Bachelor's degree or equivalent work experience in finance, accounting or related field.
• Minimum of 3-5 years of experience working in finance or non-profit operations, including experience with accounts payable and accounts receivable.
• Proficiency in accounting software (e.g., QuickBooks).
• Strong computer skills and the ability to troubleshoot (Google Suite, Slack, etc.).
• Demonstrated proficiency in Excel/Google Sheets.
• Strong analytical skills and ability to interpret financial data.
• Excellent attention to detail and highly organized.
• Ability to work independently and as part of a team.
• Strong communication skills both oral and written.
• Ability to think critically and problem-solve independently.
• Comfortable and excited to work with a small cross-functional team.

Preferred:

• Experience working within non-profit organizations.
• Experience with donor management systems.
• Familiarity with fundraising and development processes.
• Commitment to the mission and values of CBS.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Management and Manufacturing

Industries

• Religious Institutions