Staff Accountant, Philanthropy

Reports to Senior Manager, Investment Accounting

ORGANIZATIONAL OVERVIEW

At the Jewish Community Federation and Endowment Fund (the Federation), we envision diverse, dynamic Bay Area Jewish communities, deeply engaged in Jewish life and doing good locally, in Israel, and around the world. We create opportunities for people in the Bay Area to connect with and contribute to their communities. Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), tzedek (pursuing justice), and tikkun olam (repairing the world).

Together, our community is shaping Jewish life in the Bay Area by focusing on three main priorities. First, we’re working to foster and facilitate more impactful philanthropy. Second, we’re working to ensure security and resilience for local Jewish families. And third, we’re engaging the next generation of Bay Area Jews, so they too can find connection and meaning in the values and traditions of Judaism.

The Federation seeks highly motivated individuals with a variety of skill sets to build the next generation of Federation engagement. We are especially interested in forward-thinking, collaborative, and open-minded candidates who are willing to take risks, possess a high level of integrity, and model a positive attitude that inspires confidence.

POSITION SUMMARY

The Staff Accountant, Philanthropy plays an integral role in the Foundations, Donor Advised Funds and Endowment Accounting team, with primary responsibility for all incoming funds, performing month-end close procedures, preparing journal entries and account reconciliations, and assisting with the annual audit related to the Jewish Community Federation. This role provides support in both internal and external reporting processes. The Staff Accountant is responsible for providing administrative support for the entire Philanthropy Accounting team.

MANAGERIAL RESPONSIBILITIES

This role does not have managerial responsibilities.

ESSENTIAL FUNCTIONS OF THE POSITION

Administration

  • Maintain organized and thorough files (routinely scanning and saving documents) to support investment transactions and accounting records for quarterly financial statements.
  • Scan and organize Investment capital statements, reports, tax documents, correspondences, etc.
  • Monitor, organize and disburse incoming e-mails to centralized accounts.
  • Assist in facilitating investments including the preparation of documents, manager, and custodial letters.
  • Coordinate information flow with third-party service providers.

Finance and Accounting

  • Post all cash deposits in Salesforce and accounting software.
  • Work closely with Development and Philanthropy staff on the Salesforce cash donation tracking.
  • Act as liaison between accounting and philanthropy departments.
  • Backup campaign cash accounting functions as needed.
  • Monitor email inboxes for banking and investment related materials.
  • Monitor, track, transfer and account for donated stock gifts.
  • Assist in the preparation of weekly and monthly bank accounts reconciliations and timely research of variances or unusual transactions.
  • Assist in the month-end close, preparation of journal entries, account reconciliations and the annual audit.
  • Prepare routine accounting entries for cash and investment transactions and other operating activity.
  • Assist in monitoring and following up on any accounting issues and coordinate with the JCF tax preparer.
  • Respond to requests for information and carry out special projects as assigned.

EDUCATION OR TRAINING EQUIVALENT

  • BA/BS in Accounting, Finance, or Economics preferred.
  • 1-3 years of accounting experience required.
  • Experience in non-profit financial accounting and fund accounting strongly preferred.

QUALIFICATIONS (SKILLS, ABILITIES, LICENSES)

  • Strong and effective communication skills to deal directly with vendors and all levels of staff and management.
  • Strong working knowledge of Microsoft Office, and experience with Salesforce and MicroEdge FIMS platform a plus.
  • Technical skills and experience in financial reporting, consolidation, and account reconciliations.
  • Strong attention to detail to ensure a high degree of accuracy.
  • Strong organizational skills.
  • Ability to multi-task to balance multiple requests without losing sight of overall objectives and deadlines.

Compensation range: $60,000-$75,000

TO APPLY

Please send a copy of your resume with a cover letter to hr@sfjcf.org.  All applications and inquiries will receive a response and will be kept strictly confidential.

Salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.

 

The Jewish Community Federation and Endowment Fund is an equal opportunity employer. We are committed to employment equity throughout all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, religion, sex, orientation, ethnicity, national origin, disability, or veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

We are committed to building an organizational culture that advances diversity, equity, racial justice, and belonging. Read Our Commitment to Diversity to learn more.

APPLY BY EMAIL
hr@sfjcf.org