Finance and Development Associate

Congregation Rodef Sholom is a vibrant Reform congregation, and Marin County’s first Jewish congregation, founded in 1962. Located in San Rafael, California, Congregation Rodef Sholom draws members from across the Bay Area — multi-generational families, young professionals, interfaith families, and those exploring Jewish life for the first time. Guided by our Sh’ma statement—“Igniting the passion to connect: with Jewish values, with each other, and with our world”—Rodef Sholom is a kehilla kedosha, a sacred community rooted in connection, purpose, and shared responsibility.

This is an exciting time to join our team. We opened the doors of our new, state-of-the-art synagogue in 2024 and have been growing ever since. Every member of our team helps expand our engagement with Jewish and interfaith families, bringing a vibrant and meaningful Judaism to the next generation and broadening what it means to be Jewish in Marin and the Bay Area.

Guided by a commitment to accessibility, inclusion, and social justice, we strive to create a welcoming community where all people can participate fully, find belonging, and work together to build a more just and compassionate world.

The Finance and Development Associate is an individual with strong computer skills, strong organization skills, a customer service approach, stellar telephone manner, and interpersonal skills. This person will interact with Synagogue staff and externally with constituents including congregants, Board members, donors, and volunteers.

Under the direction of the Director of Finance, the Finance and Development Associate duties concerning membership financials, database management, grant management, donor relations, stewardship activities, and administrative assistance, including generating reports and mailings, updating the Shul Cloud database, database management and generating acknowledgment letters.

The responsibilities of this position intersect through the financial responsibilities but not limited to the following:

• Database and spreadsheet management
• Deposit all checks through remote scanner
• Enter checks into Shul Cloud with accuracy, reconciling to the bank deposit amount
• Follow up on emails and phone calls for membership matters
• Review daily reports to review payments in Shul Cloud
• With Support from Finance Director, email or call members to set up payment plans
• Support monthly reconciliation process for capital and operating expenses
• Support report building for finance
• Manage gift processing and prepare thank-you letters to donors using Google docs Shul Cloud
• Manage the tribute process, including: processing gifts, donor acknowledgements, recipient notifications
• Manage gift agreements including campaign pledges, acknowledgements and payment reminders
• Generate campaign reports
• Generate monthly, annual pledge reminders
• Produce weekly, monthly and year-end fundraising reports, including monthly board reports
• Assist with and may attend fundraising and stewardship events (as necessary)
• Assist with answering the phones and support of the office team
• Manage registration, maintain records, communicate with parents, distribute class information to teachers, and maintain the central database
• Process tuition payments and scholarships
• Maintain synchronized Google Sheets workflows to keep student data consistent across platforms

• Coordinate master schedules for weekly Hebrew sessions across families and teachers
• Partner with leadership, admin, and teachers to manage b mitzvah scheduling and maintain up-to-date staff tracking

Other duties as assigned by the Finance Director and Director of Development as needed such as grant reports, budgets and management of development…