Chief Financial Officer

Reporting to the President & CEO, the Chief Financial Officer (CFO) is a key member of the executive leadership team responsible for the financial health, stewardship, and long-term sustainability of the Jewish Federation of Greater Philadelphia. The CFO provides strategic financial leadership to the CEO, Board of Directors, Committees and Jewish Community Foundation, ensuring sound decision-making, strong controls, responsible resource management, and alignment with the organization’s mission and priorities.

This position oversees financial planning, budgeting, accounting, reporting, audit, compliance, risk management, investments, cash management, capital planning, financial systems, data governance, and technology oversight. The ideal candidate is a strategic, collaborative, mission-driven leader who can translate financial information into actionable insight, strengthen organizational performance, and support philanthropic growth.

The Chief Financial Officer will be responsible for the following:

Strategic Financial Leadership

• Advise the CEO, executive leadership, Board, Finance Committee, Audit Committee, Investment Committee, and other leadership groups on financial strategy, resource allocation, risk, capital priorities, and long-term sustainability.
• Develop financial strategies, models, forecasts, and scenario analyses that support the strategic plan, annual priorities, philanthropic growth, and major organizational decisions.
• Evaluate programs, initiatives, technology investments, capital commitments, and philanthropic opportunities from a financial and operational perspective.
• Promote a culture of financial accountability, transparency, shared stewardship, and informed decision-making across the organization.

Financial Management and Reporting

• Lead accounting, budgeting, forecasting, financial reporting, cash flow, reserves, working capital, and financial analysis.
• Ensure accurate and timely monthly, quarterly, and annual reporting, including meaningful analysis of budget variances, trends, risks, and opportunities.
• Maintain strong financial policies, procedures, internal controls, and systems to safeguard assets and support responsible financial management.
• Oversee accounting for restricted, unrestricted, campaign, grant, endowment, donor-advised, and foundation-related funds.
• Develop dashboards and reporting tools that integrate financial, fundraising, endowment, grant-making, and programmatic performance information.
• Ensure accurate and timely monthly, quarterly, and annual financial reporting.
• Develop and oversee the annual operating budget and multi-year financial projections.
• Monitor organizational performance against budget and provide meaningful analysis of variances, trends, risks, and opportunities.
• Oversee cash flow management, liquidity, reserves, working capital, and financial capacity for current and future obligations.
• Ensure the integrity and accuracy of the organization's financial records and the proper accounting for restricted, unrestricted, campaign, grant, endowment, and foundation-related funds.

Board, Audit, Compliance, and Risk

• Serve as the primary financial resource to the CEO, Board of Directors, Finance Committee, Audit Committee, Investment Committee, and other relevant leadership groups.
• Prepare and present clear financial reports, analyses, dashboards, and recommendations that support governance, fiduciary oversight, donor confidence, and community transparency.
• Oversee the annual independent audit and serve as the primary liaison with external auditors.
• Ensure compliance with accounting standards, regulatory and tax requirements, grant requirements, donor restrictions, investment policies, and organizational policies.
• Identify and mitigate financial, operational, technology, data, regulatory, insurance, and reputational risks.

Investments, Foundation, and Revenue Strategy

• Oversee investment portfolios, reserves, endowment-related assets, spending policies, liquidity, risk, asset allocation, and other financial assets in partnership with advisors and Board committees.
• Partner closely with the Jewish Community Foundation to ensure strong stewardship, reporting,…