In this position, you will provide financial oversight of UJA-Federation’s network agencies (over 50 agencies with budgets totaling over $1.1 billion) and play a key role in UJA-Federation’s efforts to assist agencies that are experiencing financial challenges.
You must have strong knowledge of financial analysis and budgeting, the ability to work well with staff at both UJA-Federation and our agencies, and the ability to manage several important tasks simultaneously.
You will report directly to the Director of Agency Oversight.
Financial condition assessment modeling of UJA-Federation’s beneficiary organizations that receive unrestricted grants. In addition, this individual must be able to analyze and summarize findings and determine appropriate next steps together with the Director of Agency Financial Oversight.
Review financial information from agencies (audited financial statements, management letter, Form 990, budget vs. actual reports, fiscal narrative, etc.).
Develop and implement appropriate analytical tools.
Management of team members and ownership of tasks and ad-hoc projects.
Analyze each agency’s financial and business condition and prospects.
Identify agencies facing fiscal challenges – cash flow; budgeting process; structural imbalance; debt and other balance sheet issues; financial reporting; weak financial management – and develop solutions and propose appropriate UJA-Federation actions:
Conduct intensive fieldwork at agencies.
Develop strong working relationships with agencies’ managements.
Work closely with UJA-Federation’s chief financial officer, other senior management, staff of the Network Commission, and the Finance Committee to develop and implement appropriate strategies.
Competencies and Skills:
Bachelor’s Degree required.
5 years of experience in financial analysis and management (work with not-for-profit organizations, particularly those in the human service or community center fields, is a plus).
Strong knowledge of budgeting and accounting (not-for-profit accounting is a plus).
Ability to analyze audited financial statements and related materials and probe for hidden issues.
Excellent computer skills including intermediate or advanced use of spreadsheet and database software.
Excellent people skills; ability to relate to agency financial managers with a wide range of technical capabilities as well as to agency and UJA-Federation senior management and lay leaders.
Outstanding written and oral communication skills.
Strong strategic and critical thinking with a creative approach to problem-solving.