Congregation B’nai Israel, Tustin, California
(DIRECTOR OF FINANCE & OPERATIONS)
Position Open: January 2, 2023
We are a thriving and inclusive Conservative synagogue serving all of Orange County, CA. Our community is growing, with close to 400 families from across the generations. In addition to an active schedule of services and experiences celebrating Shabbat and the Jewish year, we have a robust youth program - including an excellent preschool, religious school, and USY chapter. Our financial health is excellent, with a balanced budget and no structural debt.
Walking through our doors, you will experience the following:
- A sense of family, warmth, and interconnectedness among our diverse membership. We welcome and affirm everyone- this includes Jews-by-choice, non-Jews living Jewishly, singles, Jews of Color, and members of the LGBTQ+ community.
- A deep commitment to living Judaism within and outside of our synagogue. Our community sponsors ongoing Jewish learning through many speakers, classes, and partnerships across our community.
- A commitment to service and social justice, including our ongoing participation in multiple interfaith community projects and a new HIAS welcome circle resettling a refugee family.
A strong spirit of collaboration exists between our committed, participatory lay leadership and our talented professional team, including our new clergy leaders: Rabbi Adam Greenwald and Cantor Amy Robinson Katz.
We are seeking a Director of Finance & Operations to partner with our Rabbi and lay leadership to strengthen our current programs and initiatives and help grow the congregation by expanding the opportunities we have for congregants to grow personally and communally. The ideal candidate will be innovative and creative, a positive and motivating presence with our staff and community, a hands-on and growth-oriented leader, and someone who is energized by the challenge of re-imagining a synagogue in the 21st century.
- Skilled in financial management, budget development, and fundraising
- Experienced organizer and relationship-builder across diverse constituencies
- Stellar written and oral communications skills and knowledge of social media
- Skilled strategic planner who can collaborate with others to craft a compelling vision for the organization, effective as a guide for organizational development
- Visible commitment to Judaic values of learning, ethical leadership, equality and tikkun olam
- Experience mentoring staff and lay leadership as well as expertise in all aspects of personnel management
- Knowledge of synagogue infrastructure needs and how to meet them
- Enthusiastic, organized, positive, flexible, and creative
- Ability to engage with congregants with a welcoming, warm presence that builds positive relationships
The Director of Finance & Operations will report to the Board President and will work in close collaboration and partnership with the Rabbi. The Director of Finance & Operations is responsible for the smooth day-to-day functioning of Congregation B’nai Israel, as well as the achievement of our vision and mission for the congregation.
Financial Management and Planning
- Understand financial management and accounting principles and ensures that fiscal controls and procedures are adhered to
- Develop and monitor annual budgets and monthly financial reports in partnership with lay leadership
- Work with lay and professional leadership in donor stewardship to coordinate and support fundraising efforts, including annual support, bequests, capital, and in-kind gifts
- Oversee all fiscal operations and provide substantive and administrative support to the Financial VP and lay leadership involved in financial matters
- Oversee payments to vendors and reviews payroll
- Work sensitively and confidentially with congregants and prospective members who request reduced membership commitments or who have past due accounts
Office & HR Management
- Hire, train, supervise and mentor synagogue administrative and facilities employees
- Ensure that the staff structure meets the needs of the congregation and develop effective job descriptions, evaluation tools, and internal systems
- Undertake hiring, training, and terminations as necessary and in consultation with other senior staff and lay leadership, and in compliance with state and federal law
- Maintain employee files, tracks vacation and sick days, and ensures annual personnel reviews are conducted
- Coordinate annual updating of the employee handbook and relevant financial and HR policies
Major Events and High Holy Days
- Responsible for all logistics and administrative tasks for High Holy Days including coordination of external vendors, staff assignments and lay leadership involvement
- Oversee all events scheduled on campus throughout the year
- Ensure that the congregation’s property is properly maintained and supported.
- Oversee safety and security procedures, emergency plans, systems, and physical enhancements; manage third-party security services
- Work in partnership with lay leadership to plan short and long-term facility improvements
- Supervise custodial and kitchen staff and hire, train, or terminate as necessary
- Coordinate the setup of rooms by custodial staff for events as necessary
- Oversee the use of the kosher kitchen in partnership with clergy.
- Coordinate with kitchen staff for Shabbat and holiday meals and setup
- Manage facility rentals and oversee all contractual commitments and vendor relationships
- Must be available for after-hours synagogue events and emergencies
- Develop and implement strategies to recruit, integrate and retain synagogue members
- Serve as visible presence to members at events, worship, and activities as a means of building relationships and serving as source of information and support
- Support volunteer committees, auxiliaries, and task forces
- Coordinate the annual renewal process.
Communications and Marketing
- Coordinate and support office staff to produce communications and marketing materials
- Manage media inquiries, in collaboration with the Rabbi and the Board of Directors
- Collaborate with Rabbi and other professional staff and the Board of Directors to develop short- and long-term public relations and marketing strategies
- Work with office staff to schedule and implement life cycle events
- Function in collaboration with the Board of Directors and clergy to achieve the vision and mission of Congregation B’nai Israel
- Provide administrative support to the Board of Directors and committees.
- Plan and implement leadership development opportunities for current volunteers and identify and train new volunteers to expand the leadership base of the congregation
- Assist in the recruitment, staffing, and training of committee or task force members
- The Executive Director shall carry out such other responsibilities as may be assigned by the President and/or as are necessary and appropriate to fulfill the obligations listed above
- The Executive Director shall always function at the highest level of integrity and ethics
Education and Experience:
- Significant expertise in financial management, budgeting and reporting, and internal controls
- Bachelor’s degree from an accredited college or university with a minimum of 5 years of experience managing non-profit or membership organizations
- Excellent organizational, communication and interpersonal skills
- Knowledge of Jewish ritual, traditions, and life-cycle events
- Additional preferred experience:
- Understanding of the unique management issues and functions faced by synagogues
- Knowledge of Word, Excel, and QuickBooks
Cover letter, resume, and three professional references to:
Congregation B’nai Israel