Finance and Accounting Director

Temple Isaiah is a thriving Reform synagogue in Lexington, Massachusetts. With approximately 800 member households from Lexington, Arlington, Bedford, and many other nearby suburban communities, Temple Isaiah is an innovative, relationship-centered congregation. We offer a broad range of spiritual, educational, social, and social justice experiences to engage congregants of every age, life stage, and background. We are a community of intellectually curious, justice-driven, and open-hearted seekers from diverse backgrounds. We come together to grow, learn, connect, and make our world a better place. We have always been passionate about asking big questions. We are excited to have just completed a Legacy Campaign honoring our Senior Rabbi, raising over $10M that will support our growth and innovation in the years to come. Our congregational mission is: Deepening Lives, Inspiring Purpose, Together.

In this exciting role, the Finance and Accounting Director will oversee business processes, administration, and financial management for our growing and vibrant Temple Isaiah community. From the tactical to the strategic, the Finance and Accounting Director is responsible for processing the temple’s financial transactions in the areas of payments, dues collections, donations, and payroll; for partnering with other departments to create and manage budgets supporting operations and strategic priorities; and for professional expertise and reporting required by the Board of Trustees and the members of Temple Isaiah. Reporting to the Executive Director with guidance from the Treasurer, this position manages the systems and ensures the accurate recording and reporting of information on a timely basis.

The Assistant Accountant is a part-time direct report who handles a variety of hands-on tasks including processing and depositing member contributions and other receipts and accounts payables invoice and payments management.

Overall Responsibilities

Oversee all accounting functions and systems, including accounts payable and receivable, payroll, and general ledger maintenance.
Ensure that financial transactions are accurately recorded and that all financial statements are prepared in a timely and accurate manner.
Maintain a system of internal controls to ensure the integrity of financial data.
Ensure compliance with all regulatory requirements, including compensation reporting compliance, tax reporting and other specified filings.
Maintain and track more than 50 designated fund sources and uses.
Produce monthly, quarterly, and annual financial reports and statements for the Executive Director and temple staff and lay leaders.
Use the temple’s ShulCloud database system for membership and accounts receivable processing, billing, collections, and all other cash receipts.
Manage accounts payable and credit card transactions via the Ramp platform.
Maintain employee benefits programs, such as 403(b) and Section 125 processing.
Process bi-weekly Payroll, using Paychex.
Prepare and file 1099 and 1096 for independent contractors.
Prepare workers’ compensation audits.
Working with Treasurer, maintain appropriate cash forecasting schedules.
Prepare annual tax letters for temple members.

Strategic Responsibilities

Develop productive and supportive working relationships with staff department heads and lay leaders. Become a respected partner who helps temple leaders effectively address financial issues in service of meeting their strategic objectives.
Develop and implement the temple's annual budget in collaboration with department heads, Executive Director, and Finance Committee.
Monitor and analyze financial performance against budget, providing regular reports to department heads, Executive Director, and Finance Committee
Provide financial guidance to the Executive Director, VP of Finance for strategic decision-making and planning.
In collaboration with the Administrative team, address the needs of multiple stakeholders (temple staff, Board officers, committee heads, members) by providing timely and accurate financial information.
Partner with department heads, lay leaders, and Executive Director to develop annual budgets aligned with the congregation’s strategic priorities and operational needs.
Review, monitor and manage monthly budget variances with department heads.
Proactively identify and communicate opportunities for improvement in financial processes and the financial management of the temple. Partner with appropriate stakeholders to bring approved changes to fruition.
Support the work of the temple’s Finance Committee.

Qualifications

Seven-plus years’ experience in a finance or accounting department with increasing levels of responsibility, preferably in a small business or non-profit.
Ability to analyze financial data and provide strategic guidance to the Board and Executive Director.
Adept with QuickBooks, knowledge of Customer Relationship Management (CRM), payments, and payroll systems.
Broad exposure to different elements of an accounting department (A/P, general ledger, financial statement preparation, accounts receivable, payroll and benefits functions, etc.).
Knowledge of accounting principles and practices (ASC 958-605, Not-for-Profit Entities, Revenue Recognition, and ASC 958-205, Not-for-Profit Entities – Presentation of Financial Statements and Disclosures), as well as financial regulations and laws.
Three-years of running payroll and supporting employee human resource financial issues.
Experience with budgeting in a small business or non-profit.
Detail-oriented, able to think proactively, to relate details to systemic patterns and strategic objectives, to prioritize work and to work independently.
Ability to juggle and prioritize numerous requests while simultaneously interfacing with multiple internal and external “customers.”
Strong verbal and written communication ability.
Ability to partner across a diverse range of skillsets and to support others in financial planning, management, and decision-making.
Working knowledge of Microsoft Teams, SharePoint, and Slack a plus.
Strong organizational and time-management skills.
Adept at problem-solving and decision-making.
A highly professional demeanor and the ability to handle confidential materials with discretion.
Ability to work independently and as part of a team.
A commitment to the mission and values of the temple and the Jewish community.

Working Conditions

The Finance and Accounting Director will work in an office environment, with occasional work required on evenings and weekends to meet deadlines or attend Finance Committee and Board meetings.

Compensation and Benefits

This full-time position (37 hours/week) allows for both in-office and some remote working.
The salary range is $100,000-$120,000 and will be commensurate with experience.
Our comprehensive benefit package includes medical and dental insurance, a 403(b)-retirement plan, as well as vacation and paid sick time.
Temple Isaiah is closed for up to 11 federal holidays and 8 Jewish holidays and closes at 2:00 pm on Friday.
Temple Isaiah is an equal opportunity employer.

To Apply

Please submit a resume and cover letter to hiring@templeisaiah.net