Associate Finance Director- Finance

Jewish Association Serving the Aging

• $110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • BS in Accounting with 7+ years of general ledger experience
  • Strong project management skills with a focus on meeting deadlines
  • Proficient in Microsoft Suite, Gmail, and general ledger systems; willingness to learn new software
  • Exceptional verbal and written communication skills
  • Strong analytical and problem-solving abilities
  • Proactive in suggesting process improvements for efficiency

Responsibilities

  • Manage a team of 4 direct reports and 11 individuals for financial oversight of the Community Guardian Program
  • Collaborate cross-functionally with Legal, Program, IT, and retained counsel as needed
  • Prepare the financial component of annual reports for approximately 650 clients due by May 31
  • Oversee responses to Court Examiner's Testimony questions
  • Review discharges and notarize final and zero packages
  • Identify and prepare tax returns for clients required to file
  • Coordinate with the Social Security Administration to migrate bank accounts

Benefits

  • Opportunities for professional development and training
  • Collaborative work environment with cross-functional teams
  • Engagement in meaningful work impacting the community
  • Supportive management structure for career growth
  • Flexible work arrangements may be available
Full Job Description
SUMMARY:

JASA Services Manager is responsible for leading a team of 4 direct reports and a team of 11 individuals. The role is responsible for the financial management of the Community Guardian Program.

DUTIES AND RESPONSIBILITIES:
  • Managing two direct reports and a team of 9 individuals and 1 temp for the financial management of the community guardian program.
  • Working cross-functionally with Legal, Program, IT and Retained counsel when needed
  • Preparing financial component of the annuals (approximately 650 clients due May 31)
  • Oversee the process of formally responding to the Court Examiner's Testimony questions
  • Reviewing discharges and responsible for notarizing the packages for finals and Zeros
  • Identifying and preparing tax returns for clients who are required to file taxes
  • Coordinate with the Social Security Administration to migrate bank accounts from Apple to Signature bank.
  • Reviewing accounts for clients who are over resourced.
  • Managing the timing processing of income and disbursements for approximately 900 clients.
  • Oversee Human Resource Administration reporting requirements including Monthly Legal invoices paid by the clients and changes in employee staffing
  • Ensuring digital documentation of all invoices and records by client
  • Accuracy of the account balances in FundEz
  • Coordinating audit support for the annual financial audit of JASA Services
  • Improving processes against the corrective action plan


QUALIFICATIONS:
  • BS in Accounting with at least seven years general ledger experience
  • Ability to manage multiple projects and meet all deadlines
  • Proficiency with computer systems, including Microsoft Suite, Gmail and general ledger systems. Must be willing to learn and use program-specific software
  • Excellent communication skills, both verbally and written
  • Excellent analytical and problem-solving skills.
  • Proactive in recommending more efficient processes for increased productivity

SUBJECT TO REVIEW FOR PURPOSE OF ADAAA

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