Director, Agency Financial Management

UJA Federation of New York | New York, NY, United States

Posted Date 1/05/2022

About the Organization

UJA-Federation of New York is the largest local philanthropy in the world. For more than 100 years, we’ve brought New Yorkers together to solve some of the most pressing problems facing our community. Thanks to our network of hundreds of non-profits, we can leverage our expertise across any number of areas — including health and human services, arts and culture, and education — to care for Jews everywhere and New Yorkers of all backgrounds, respond to crises close to home and far away, and shape our Jewish future. Our reach extends from New York to Israel to nearly 70 other countries around the world, touching 4.5 million people each year.  


Position Summary

The Network Department is one leg of UJA-Federation’s planning division (CPAR) and focuses its efforts on sustaining and strengthening our interconnected network of partner agencies in the New York metropolitan area. With a special focus on UJA’s 60+ core partner agencies, the department provides general operating support, offers an array of supports to ensure healthy organizations, and works collaboratively with our closest partners and CPAR colleagues to think expansively about how to sustain excellent organizations and meet the ongoing needs of an ever-evolving community.

The Director of Financial Management and Analysis works as part of the Network Department’s senior management team to recommend and design strategic interventions to ensure operational excellence within UJA’s network of nonprofit partners. The Director provides financial oversight of UJA-Federation’s partner agencies and plays a key role in our efforts to assist agencies that are experiencing financial challenges.

The position requires a strong knowledge of budgeting and financial data, the ability to work well with staff at both UJA-Federation and our agencies, and an approach to the work that is both broad (applying a sector-wide lens) as well as specific (understanding needs of individual nonprofits).

The Director manages the financial oversight team within UJA-Federation’s Network Department and reports to the Managing Director, Network Department.


· Provides strategic thought leadership and analysis that identify meaningful trends and opportunities across the nonprofit sector in New York.

· Manages the Agency Oversight Committee to provide supportive oversight to New York based nonprofits in UJA’s network.

· Leads the financial condition assessments of UJA-Federation’s partner agencies that receive unrestricted grants, providing analysis and recommendations to professionals and lay leaders.

· Identifies agencies facing fiscal challenges — cash flow, budgeting process, structural imbalance, debt and other balance sheet issues, financial reporting, weak financial management — and develop solutions and propose appropriate UJA-Federation actions:

o Develop strong working relationships with agencies’ managements.

o Work closely with UJA-Federation’s Chief Financial Officer, other senior management, and the Finance Committee to develop and implement appropriate strategies.

· Provides detailed analysis, correspondence, and schedules to participant agencies in the UJA-Federation pension plan.

· Gathers documents, performs due diligence, and prepares loan requests for Finance Committee

· Acts as a primary liaison between the Network Department and Office of the Chief Financial Officer and Finance Committee.

· Reviews financial information from agencies (audited financial statements, management letter, Form 990, budget vs. actual reports, fiscal narrative, etc.).

· Develops and implements appropriate analytical tools.

· Analyzes each agency’s financial and business condition and prospects.

· Builds relationships with finance stakeholders, their Board of Directors, and counterparts in partner organizations.

· Supervises finance team within the Network Department.

Skills Needed

· A high-level knowledge of budgeting, accounting and public finance.

· Strong knowledge of budgeting and accounting (not-for-profit accounting is a plus).

· Ability to analyze audited financial statements and related materials and probe for hidden issues.

· Excellent computer skills including intermediate or advanced use of spreadsheet and database software.

· Excellent people skills, including the ability to relate to agency financial managers with a wide range of technical capabilities as well as to agency and UJA-Federation senior management and lay leaders.

· Writing ability and communication skills

· Strong strategic and critical thinking with a creative approach to problem solving.

· At least five years’ experience in the philanthropic/not-for-profit area. Understanding of the business of UJA-Federation network agencies is a plus


How to Apply

Equal Opportunity Employment. Only qualified applicants will be contacted. Please submit your application directly to our job board at



Great Perks. Because We Appreciate Great Employees.

Time Off:

We offer a generous number of vacation days and have the Jewish holidays off as well. Fridays our offices close early (October to March at 3:00 pm and April to September at 4:00 pm). All so you can relax and recharge.

Health Care:

UJA provides a top-tier medical and dental plan, along with a flexible spending account. We also offer life insurance. And for a small cost you can take part in on-site yoga and exercise classes at our Manhattan office. Wellness matters to us.

Planning for Retirement:

UJA employees can enroll in a pension plan and tax deferred annuity.

Career Development:

Classes, workshops, and compelling speakers will keep you at the top of your game.


We come together as a staff to commemorate holidays (from Rosh Hashanah to MLK Day), volunteer at nonprofits, and celebrate our accomplishments together. (Our chocolate chip cookies are legendary!)

Some More (Yes, more!)

We also offer a backup childcare program. And a commuter benefit plan. So you can get to work and feel good about it.

Also, a lot of the times, we’re wearing jeans.

Accounting & Finance | Fundraising/Grants/Giving | Philanthropy | Planned Giving | Research
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