Jewish Federation of Cleveland · 1 day ago
Director, Finance
Cleveland, OH, US
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expThe Jewish Federation of Cleveland is dedicated to enhancing the health and vitality of the Jewish community. They are seeking a Director of Finance who will oversee investment-related financial activities, manage investment committees, and facilitate donor contributions while collaborating closely with the CFO.
Communities
Responsibilities
Supervision of department activities related to recording of transactions involving investments
Management of all activities of the Finance and Investment Committee and investment committees of multiple Supporting Foundations (approximately 50), including preparation for meetings, providing relevant data in advance of meetings, preparation of chairs, interaction with various investment consultants and managers, preparation of meeting minutes, and implementation of all decisions reached by the committees
Leading and participating in review and preparation of documents required for new investments
Creation of written policies and procedures related to investment-related activities of the Federation, and consistent implementation of all such policies and procedures. Includes maintenance and regular update of Investment Guidelines document
Preparation of reports on investment related activities to the Board, JFNA (Jewish Federations of North America), and other constituencies
Presentations regarding investment results to entities invested in Federation investment pools, or entities considering an investment in Federation pools
Providing regular and complete communication with the CFO regarding investment activities
Maintaining knowledge of current trends in investment markets and learning about new products and opportunities. Using this knowledge to make recommendations as appropriate
Developing internal reporting and monitoring capabilities to augment the services provided by the Outsourced Chief Investment Officer
Engage with donors and their legal and financial advisors to facilitate contributions of cash, securities and non-liquid assets—managing transfers, executing sales and legal contracts, maintaining accurate accounting, and ensuring timely acknowledgment of gifts
This position includes a Campaign assignment each year
Other relevant duties as assigned
Qualification
Required
Excellent verbal and written communications skills, with internal and external business partners and employees
Strong organizational skills
Demonstrated ability to set priorities and maintain composure under stress. Results oriented
Proficient with Microsoft Office applications including Outlook, Word, Excel, and PowerPoint. Ability to learn other relevant software systems and databases as needed
Bachelor's degree in finance or a related field
5+ years of experience in investment management with supervisory responsibilities
Preferred
CFA or CPA preferred
Company
Jewish Federation of Cleveland
Jewish Federation of Cleveland promotes the well-being of the community, its members, and Jews throughout the world.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$1.8MKey Investors
The Mt. Sinai Health Care Foundation
2021-12-07Grant· $1.8M
Leadership Team
Barry Reis
Senior Advisor (Former CFO)
Tami Caplan
Senior Vice President, Mandel Leadership Excellence Center
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