Finance Director- Tulsa

Key Responsibilities

• Provide leadership and oversight for the financial operations of Jewish Tulsa
• Maintain and strengthen internal controls, policies, and financial procedures
• Ensure compliance with applicable accounting standards, laws, regulations, and reporting requirements
• Support the CEO in long-range financial planning and organizational decision-making
• Lead the annual budgeting process in partnership with the CEO and department leaders
• Monitor performance against budget and provide variance analysis and recommendations
• Prepare forecasts, projections, and other financial planning tools as needed
• Provide financial analysis to support major organizational decisions and strategic initiatives
• Oversee all payroll-related functions and ensure timely, accurate processing and reporting
• Oversee HR-related financial administration, including benefit administration and related recordkeeping
• Coordinate with internal staff and outside providers on payroll, benefits, and related compliance matters
• Help ensure that personnel-related financial processes are accurate, timely, and well managed
• Oversee foundation fund administration, including transfers, processing, tracking, and reporting
• Ensure accurate accounting and documentation related to endowed, restricted, designated, and other foundation-related funds
• Support timely and accurate reporting for foundation and investment-related activity
• Work closely with relevant staff, committees, and outside partners on fund administration and stewardship
• Lead preparation for the annual audit and serve as primary liaison to external auditors
• Retain and oversee legal, audit, tax preparation, and investment advisory service providers
• Carefully coordinate relationships with banks, accountants, auditors, insurance providers, and other outside financial partners
• Oversee preparation of financial materials and supporting documentation for annual filings and compliance requirements
• Help monitor organizational risk and appropriate insurance coverage
• Serve as the primary staff liaison to the Finance Committee, Treasurer, and Board of Directors on financial matters
• Prepare monthly and year-end financial reports, dashboards, and supporting materials for lay leadership
• Staff the Finance Committee and help guide committee work related to budget, oversight, reporting, and financial policy
• Provide clear and timely financial insights to support strong governance and informed decision-making

Qualifications

• At least 5 years of progressive experience in accounting, finance, or nonprofit financial management
• Strong knowledge of budgeting, financial reporting, internal controls, audit preparation, and cash management
• Experience with payroll, benefits administration, and fund accounting preferred
• Experience presenting financial information to boards or committees preferred
• Supervisory experience required
• Strong Excel and financial systems experience required
• Clear communicator with the ability to translate financial information for non-financial audiences
• High level of judgment, discretion, accuracy, and organizational skill

Characteristics for Success

• Strong stewardship mindset
• Strategic and analytical thinker
• Highly trustworthy and detail-oriented
• Collaborative and steady under pressure
• Able to move between high-level strategy and operational detail
• Comfortable working closely with professional and lay leadership

Reporting Structure

The Finance Director reports to the CEO and directly supervises the Finance Manager.

Schedule

This is a full-time position. Some evening meetings may be required in connection with Finance Committee and Board meetings.