Finance Director- Tulsa

Overview

The Finance Director is a senior leadership position responsible for the financial management, reporting, controls, and overall fiscal health of Jewish Tulsa. Reporting to the CEO, the Finance Director provides strategic financial leadership while ensuring strong day-to-day oversight of accounting, budgeting, audit preparation, cash management, compliance, payroll-related administration, and foundation fund operations.

This role supervises the Finance Manager and serves as the primary staff liaison to the Finance Committee, Treasurer, and Board of Directors on matters related to financial reporting, budgeting, internal controls, and organizational fiscal strategy.

Key Responsibilities

Financial Leadership and Oversight

• Provide leadership and oversight for the financial operations of Jewish Tulsa
• Ensure the accuracy and timeliness of financial reporting, reconciliations, and close processes
• Monitor and control organizational cash flow and liquidity
• 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

Budgeting and Financial Analysis

• 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

Payroll, HR, and Benefits Administration

• 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

Audit, Compliance, and Professional Service Providers

• 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
• 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

Board and Committee Interface

• 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
• Support the Treasurer in presenting financial information clearly and effectively to the Board
• 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

Staff Supervision

• Directly supervise the Finance Manager
• Provide guidance, accountability, and support to ensure strong performance and execution of day-to-day accounting functions
• Partner with the Finance Manager to ensure timely completion of payables, receivables, reconciliations, reporting, and other finance operations

Additional Responsibilities

• Perform other duties as required or assigned

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

• 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.